Your profile details, account preferences, and subscription can be managed via your Account tab. You can also have a live chat with the Privyr support team if you need help with anything.

To view and manage your account, tap on the Account icon on the right side of your application footer.

Your Account Tab

Your Account tab gives you all the options and settings needed to manage your account:

• Edit Profile – to add or update your profile photo and contact details. Read more at Your User Profile.
• Get a Subscription – to view the available subscription plans and subscribe to Privyr. Read more at Managing Subscriptions.
• Account Preferences – to manage your Settings (such as notifications, personalisation, default follow up, uncontacted leads, file & page branding, etc.), Privyr Lead Forms to capture leads using Privyr’s built-in form builder,  Integrations to your Facebook Lead Ads, Website Contact Form, and more, Manage Team to manage your Team accounts by adding/deactivating teams, editing their Permissions and Lead Assignment Rules, and Team View to select which leads will show on your Privyr app.
• Customer Support – to view our User Guide or start a live chat and share any questions, feedback, or issues that you may have. Don’t be shy, we’d love to hear from you!
• Invite Friends to give them free credits and earn referral credits. Read more about our User Referral Rewards program.

Last but not least, you can tap the Log Out button to sign out of Privyr and go back to the login screen (don’t worry, none of your data will be lost). You can log into multiple devices with the same account at the same time (we’ll keep the data synced across all devices), so feel free to use Privyr across all your phones and tablets.

Your user profile contains all of your account information such as your profile photo and contact details. It is important to keep this updated as some fields may be included in content that you share with clients, and can also be used to log in or receive notifications for your account.

Updating Your User Profile

You can edit your user profile by tapping on your name and photo at the top of your Account tab. From here, you’ll be able to view and update the following fields:

• Profile Photo will be displayed on any files or pages that you send to clients, as part of your branding. Tap to take a photo or select an existing one from your phone.
• Name will be displayed on any files or pages that you send to clients, as part of your branding. It is best to use your full name or something that your clients will recognise.
• Phone Number is your mobile phone number, and is displayed on any files or pages that you send to clients.
• WhatsApp Number is the number that you use for WhatsApp, and will be opened when clients click on the WhatsApp button on your files and pages. This is set to your phone number by default but is editable if you have a different WhatsApp number. Simply ignore this field if you don’t use WhatsApp.
• Email Address is used to send you client alerts, account notifications, billing invoices, and general updates. We will not send or make your email available to any unsolicited marketing.
  • Note that this field is not editable as it is used to log into your account via email one-time-password. If you wish to update your registered email address, please contact customer support.
• Company Name is displayed below your name on any files and pages that you send to clients. If you don’t have (or don’t want to show) a company name, you can update this to your title, role, tagline, or anything else you prefer.

Once you’ve updated your profile details, tap on SAVE to save your changes. This will also immediately update your branding and details on any files or pages you’ve previously sent.

You can customise your Account Settings with options to manage your notifications, personalisation, follow ups, uncontacted leads, and file & page branding.

To view and manage your Account Settings, go to the Account tab on the right side of the application footer and tap on Settings.

Notifications

To manage your Notification settings, go to your Account tab and tap on Settings > Notifications. You’ll be able to review and customise the following options:

• New Lead Alerts will send you instant notifications as soon as you receive a new lead via integrations such as your website or Facebook Ads. You can enable or disable these alerts for the app and via email.
• New Lead Reminders will send you additional push notification alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes.
• Upcoming Activity Alerts will send you a push notification for client timeline activities that have been set up with a future date or time. You can choose to be notified at time of activity, 15 minutes before activity, or 1 hour before activity.
• Daily Summary Email will send you a daily email that contains a summary of your new leads, content views, upcoming follow-ups, and activities.
• Daily Summary Email Timing allows you to select the time that the Daily Summary Email will be sent.
• Test Push Notifications will send you a test notification to ensure that your push notifications are working correctly.

Personalisation

To manage your Personalisation settings, go to your Account tab and tap on Settings > Personalisation. You’ll be able to review and customise the following options:

• Default Display Name determines the name used for the variable ‘@clientName’ in your templates when the Display Name of your client is empty.

• Default Sending Channel determines the default app to use when sending content to a client via Quick Responses, the Content Tab, or Bulk Sending. You can select from WhatsApp, SMS, email, or Telegram. This channel will be used as the default button when sending content, but you can always view and choose another option while sending.

• Quick Contact Buttons determines which contact options are available to contact clients when viewing their Client Details.

• Default Home Screen determines the default screen shown when opening the Privyr app. You can select from Home, Capture, Actions, Clients, and Content.

• Default Content Tab is the first tab that appears whenever you open your Content Tab. You can select from Messages, Files, or Pages.

• Content List View determines the types of content to show on your Messages, Files, and Pages tabs. You can choose to show Created by My Team and Created by Other Teams, or both.

Follow Ups

To manage your Follow Up settings, go to your Account tab and tap on Settings > Follow Ups.

Whenever you contact a client via one of the contact buttons on the Client Details Screen, or send them content (message/file/page), their follow-up date and time will be automatically updated based on your settings.

By default, if a client has no follow-up, or one that is currently due, their follow-up will be updated to 3 days later at 8:00 AM. These settings can be configured to suit your specific needs.

View more information on how Follow Ups work under the Follow Up Reminders article.

Uncontacted Leads

To manage your Uncontacted Leads settings, go to your Account tab and tap on Settings > Uncontacted Leads

MARK LEADS AS CONTACTED

New leads received from integrations such as your website or Facebook Lead Ads will be automatically added to your account and marked as ‘Uncontacted‘. You can customise your settings to automatically remove the ‘Uncontacted’ label when you perform any of the following actions:

• Click their contact button – this will unmark the lead as soon as you click the call, SMS, email, or WhatsApp contact buttons on their Client Details screen.
• Send a message, file, or page – this will unmark the lead as soon as you send them a message, file, or page through the Quick Response, Content tab, or Bulk Send features.
• Add an activity to the timeline – this will unmark the lead as soon as you manually add a Phone Call, Message, Meeting, or Note activity to their timeline.

If all of the above options are disabled, the ‘Uncontacted’ label will never be automatically removed. Regardless of your settings, you can always manually mark or unmark an uncontacted lead via the Options menu on the Client Details screen.

DEFAULT INTRO MESSAGE

When viewing leads that are marked as ‘Uncontacted‘, you will be prompted to send your Default Intro Message. You can configure your default message by selecting any Message template from your content list.

Click here to view the full guide on Sending a Default Intro Message.

Duplicate Leads

To manage your Duplicate Lead Settings, go to your Account tab and tap on Settings > Duplicate Leads.

When a new lead is received from your external lead source integrations and their phone number and/or email address matches an existing client, you can choose to either create a new client entry for the duplicate lead or merge the duplicate lead with the Existing Client.

CREATE A NEW CLIENT

When a new duplicate lead is received, it will create a new client entry, which is added to your Client List. You will also see a Duplicate clients found warning message when opening their Client Details.

MERGE WITH THE EXISTING CLIENT

When a new duplicate lead is received, it will merge the lead with the existing client that’s already in your Client List. You will still receive an app and/or email notification for it, but instead of creating a new entry, the duplicate lead details will be added to the existing client’s timeline instead.

Note that this only affects new duplicate leads received going forward, and will not merge existing duplicate contacts already in your client list.

If you’re using Privyr with a Team, the new duplicate lead will be assigned to the same team member handling the existing contact.

Lead Source Details

You can show the Facebook Page or Facebook Campaign of a lead directly on your client lists. By default, the Facebook Page will be shown; however, you can choose to show the Facebook Campaign instead, or neither.

Activity Geolocation

Allow the app to automatically capture the Geolocation of your device when creating an activity.

Note that you need to grant Location access to the Privyr app in your device’s Settings.

File & Page Branding

To manage your File & Page Branding settings, go to your Account tab and tap on Settings > File & Page Branding. You’ll be able to review and customise the following options, which will affect all of your files and pages.

• Link Branding controls how your file and page links appear, and can be customised to feature your personal branding:
  • Classic makes all your links unbranded, with a format of www.privyr.com/share/…
  • Branded will include your personalisation at the front of your links. You can change your branded URL to your name or brand, which will be automatically applied every time you send a file or page. Don’t worry, previously sent links of a different format will still work even after you change this setting.
• Brand Logo & Colours allows you to request a custom branding that will appear on your files and pages. View more about how this branding is used in File Branding.

Note that File & Page Branding customisations are only available with Privyr Pro.

You can manage your Subscription plan via your Account tab, with the option to subscribe to Privyr, update billing details, or cancel your subscription.

There are no obligations or credit card details required during the free trial. After your trial expires, you’ll have the option to subscribe or let your account automatically expire.

All billing & payments are handled by Stripe, the leading secure payments provider trusted by millions of business globally including Google, Amazon, Grab, Uber, and Spotify.

Subscribing to Privyr

To subscribe to Privyr, go to your Account tab and tap on the GET A SUBSCRIPTION button to view the available plans.

You can choose either a monthly or yearly billing cycle, with a discount if you opt for the annual plan. After selecting the plan that works best for you, you’ll be prompted to enter your credit card details and confirm the purchase to immediately activate your account.

Note that you’ll only be charged once your free trial ends, so don’t worry about losing out if you still have some time left in your trial.

Once your trial ends, you’ll receive an invoice confirming payment to the email listed under your User Profile (make sure your email is updated so you can receive the invoices). Your subscription will automatically renew to ensure uninterrupted access until you cancel.

Updating your Billing Details

You can update your billing details at any time by going to your Account tab and tapping on Subscription to view your current subscription plan and billing details.

Tap on Change next to your billing details to use a different credit card for future payments.

Cancelling your Subscription

You can cancel your subscription at any time by going to your Account tab and tapping on Subscription to view your current subscription plan and billing details.

Tap on Cancel my subscription at the bottom of the screen to confirm the cancellation. Note that you’ll still be able to use your Privyr account throughout your paid up period, and will only lose access once it ends.

If you’re subscribed with team accounts, please note that if you cancel your subscription, you would need to resubscribe if you wish to invite or reactivate team accounts.

Privyr’s referral program lets you invite your friends to give them free credits, in addition to the free trial. You’ll also earn referral credits when they subscribe*.

There’s no limit on the number of referrals, so you can invite, give credits, and earn rewards for all of your friends!

Referring Friends

You can send your friends an invitation to create a Privyr account via the following steps:

1. Go to your Account tab in the Privyr app
2. Click on Get Free Credits
3. Tap on SHARE INVITE LINK and select the app and recipients to share the invitation with

That’s it! All accounts created via your invitation link will be automatically credited with the stated referral amount and be tracked in your referral history.

Referral History

The Referral History screen will show all of your referrals, split into two groups:

All Privyr accounts created via your invitation link will appear under your Referral History, which can be accessed via the History button on your referral screen.

• Successful referrals which have subscribed and rewarded your account with referral credits
• Pending referrals which have created an account, but haven’t subscribed or made their first payment yet

Referrals will automatically move from pending to successful state once they make their first subscription payment*.

Earning Reward Credits

Your account will be automatically credited once one of your referrals subscribes to Privyr and makes their first subscription payment*. You’ll also get an alert via the Privyr app, and can view the latest status under your Referral History.

There’s no cap on the amount of referral credits you can earn, so you can continue referring and getting rewarded for as long as you like. See the full Terms & Conditions below.

Using Reward Credits

Your referral credits will be automatically applied to offset your subscription payments, and will be carried over to the next payment(s) if you have more credits than your payment amount. There’s no expiration of your credits.

You can check your available credits on your Subscription page. Any credits remaining will be displayed in the Available Credits section above your Billing Details. If you don’t see this section, you don’t have any available credits to use.

Your billing invoices will contain a breakdown of the credits used to offset each bill, if any. These invoices are sent to your registered email address every month or year on your billing date, depending on your billing cycle.

Terms and Conditions

For the avoidance of doubt, your account will only receive referral credits once ALL of the following conditions are met:

1. The referred user must have used your invitation link to create their account. You can verify this by ensuring they appear in your Referral History
2. The referred user must have subscribed to Privyr, on either the monthly or annual plan
3. The referred user must have made their first subscription payment to Privyr, which only occurs at the end of their free trial

Privyr reserves the right to change these terms and conditions at any time without prior notice. Privyr also reserves the right to block and/or cancel rewards for select users in the case of exploitation or misuse.

You can log into your Privyr account and have data synced across multiple devices, allowing for easy lead management and coordination across your smartphones, tablets, laptops, and desktop computers.

Accessing Privyr on Multiple Devices

Privyr can be accessed across unlimited devices at the same time via the Privyr mobile app and desktop web version.

MOBILE APP

To use your Privyr account on another mobile device, simply download the Privyr app from http://privyr.com/app/download and login using your registered email address, then enter the one-time password (OTP) sent via email.

DESKTOP

You may also log into your Privyr account on your laptop, tablet, or computer via our desktop web access at https://www.privyr.com/login.

Please note that some of the features in the mobile app may not be available on the desktop yet. While we’re constantly updating the web version with new enhancements, you can also use the ‘View on Phone’ feature when viewing a client to send a notification to your phone and quickly transition to the mobile app to perform actions.

Phone Number & Email Address on Account vs. Device

Phone Number & Email Registered to Privyr Account

When registering for a Privyr account, you’ll be prompted to provide an email address and phone number. These will primarily be used to verify and log into your account, and for sending important communications such as new lead alerts, feature updates, and account invoices.

Your contact details are also featured on your Files and Pages to build a stronger brand presence and relationship with your clients, making it easy for them to quickly get in touch with you.

Phone Number & Email Used to Contact Leads

Privyr uses the default phone, mail, and messenger application on each mobile phone, so all calls, emails and messages will be sent from the phone number and email account of the respective device.

The Privyr app doesn’t automatically send emails or messages on your behalf, but rather opens the phone’s default email app, SMS or WhatsApp conversation with the lead and pre-fills the personalised message and/or content. You’ll still have the chance to review before clicking SEND, and the full history will always be available in your email account, SMS or WhatsApp chat. 

It’s exactly as if you had manually opened the mail app to compose a new email or the SMS / WhatsApp conversation to type the message, except that Privyr helped you do it in one click. 

If you have multiple versions of WhatsApp running your device, check out our guide on using Privyr with WhatsApp and WhatsApp Business.

Logging Out All Devices

Privyr gives you complete control over the access of your Privyr account at all times. If you’ve lost track of the devices you’ve previously logged into, you can simply one-click ‘Log Out All Devices’ and re-login on the devices of your choice.

To force logout all devices, go to your Account tab and tap on Log Out, then Log Out All Devices.

You’ll be immediately logged out of your account everywhere, and can proceed to log back in on the device(s) you want to retain access on.

Note that this is a feature that is available only on app versions 2.6.1 or newer.