How to embed campaigns

Choosing a campaign template, customizing the call-to-action and getting the embed code

Jonathan Denney avatar
Written by Jonathan Denney
Updated over a week ago

With ConvertFlow, you can create campaigns that embed on your website.

Embed campaigns are flexible content boxes, as small as a single button or as large as multiple full-width sections. Displayed with an embed code, or targeted to area placements.

Create a campaign

When creating a new campaign in ConvertFlow, choose to see templates for embeds.

You'll then see lots of templates to choose from. Now, choose the template that's closest to your desired campaign.

Preview it, and then create a campaign using that template, or create from scratch.

Once you've created your campaign, you'll be taken to the funnel builder.

Here you can quickly customize the template and preview your changes, before launching it.

Style the theme

Use the theme settings to customize the theme styles for headlines, buttons, etc.

You can also adjust the container settings, to customize the maximum width of the embed.

Edit the content

Click any element, or use the layer manager, to edit content.

For text elements, you'll find a text editor in the builder panel. Or, you can double-click text elements to edit content within the builder canvas.

Then, use the design tab to fine-tune each element's design.

Configure conversion elements

Conversion elements are buttons, forms, quizzes, and product elements.

Customize content

For each conversion element, you'll want to customize their content:

Configure actions

Each conversion element has a default action you'll need to configure.

Click to the Actions tab to set the default action.

Buttons, forms, quizzes, and surveys can be configured to jump to another funnel step, redirect to a URL, redirect to cart, display a popup campaign, etc.

Here you can also add automations to run in the background, such as adding contacts to a list in your email providers.

From the Actions tab, you can also add conditional actions to your conversion elements.

Use these to define scenarios using conditions, where a different confirmation action is displayed and additional automations trigger, such as jumping to a different funnel step and applying an additional CRM tag based on a quiz answer combination.

Customize product recommendations

Many templates will use product elements to showcase products.

Configure product filters

Select product elements, and you'll be able to configure the products to showcase in the settings to the left.

Choose a products source (example: Shopify), then which products to display.

Product feed elements will have settings to configure a products filter, such as products in a certain collection.

Product hero elements have 1 product that shows, so you can select it from the dropdown.

Each type of product element allows for adding conditional product recommendations, which let you use conditions to showcase the right products, based on conditions such as quiz answers, products in the cart, etc.

Set product button actions

From the Actions tab, you can configure the first button text and the click action, to either redirect to the selected product or add to cart.

If adding the product to cart, you can optionally configure the 2nd button text and what happens upon the 2nd button click, such as whether this 2nd click redirects shoppers to their cart, checkout, another funnel step, a URL, etc.

Previewing your changes

Once you're done customizing the template, click to preview the campaign.

You'll then be able to preview and test out your campaign in a safe test environment.

Testing your campaign doesn't count towards campaign stats, and it doesn't trigger automations in your integrations.

Launch your embed campaign

Next, click "Launch" to choose how you want to embed your campaign.

Simple embed code

In most case, you'll want your embed to always show on a page, regardless of who is viewing it.

In that case, you can display your embedded campaign on your page by clicking to copy the simple embed code.

Place this on your website and your embedded campaign will begin to display!

Or, target your campaign

Instead of fiddling with embed codes for lots of campaigns, it's a more scalable workflow to use ConvertFlow's area placements.

These are the controls you'll want to use if you're displaying your embedded campaign on your website in an area of your site where you may want other embedded campaigns to show, such as the sidebar area, or the bottom of your blog posts.

Area placements make it a breeze to target embedded campaigns to the right visitor, and the right part of your website, without having to revisit your website code.

Plus, by using area snippets, you can target your embedded campaigns with any targeting condition you'd like.

Confirming your campaign is displaying

With the ConvertFlow code installed on your website, go to the page of your website where it should show.

Click the blue ConvertFlow icon at the bottom left of your website to toggle the admin widget.

If your embed code runs, the embed campaign should show in the ConvertFlow admin widget.

If you've selected an area placement and placed its snippet on the page, your embedded campaign will show if the targeting conditions are met or not.

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