Managing websites
In the ConvertFlow account, it's possible to manage multiple website dashboards. These could be for different brands, companies, or clients that use ConvertFlow.
Each website has its own ConvertFlow script, campaigns, contacts, reports, etc.
ConvertFlow uses "first party" tracking cookies, meaning visitor tracking only works for 1 root domain name. We recommend adding new websites for each root domain unless a website's staging/testing environment exists on a separate root domain.
With ConvertFlow's agency tools, it's possible to manage another user's access to a website by inviting them as "Client" users:
Adding websites
From the account's dashboard, click "Add Website +" to set the root domain of the new website, as well as what type of products/services are provided.
When on a paid plan, it's also possible to choose whether the new website should be on a free or premium tier website. Premium websites count towards the subscription's website usage, have access to advanced features, and can have more than the free plan's tracking and feature limits.
Once the form to create the website is submitted, the website is ready to create the first campaign:
Downgrading a premium website to free
There may be websites on ConvertFlow that don't need the premium level and could fit the limits of the free tier (basic features and tracking limits).
To downgrade a premium website to the free tier start by heading to Settings > Edit and clicking the button to downgrade to free:
Archiving websites
To remove a website from the account dashboard, it's possible to “archive” websites to save the implementation and optionally reactivate the website later. Start by heading to Settings > Edit, scroll to the bottom, click the “Archive” button, and confirm.
Archiving a website removes it from the account’s website usage, but also deactivates the website’s ConvertFlow script/live campaigns, and it deletes the current tracking audience:
From the account’s website page, it's possible to switch between seeing active and archived websites with the filter interface:
Transferring websites
From the website's Settings > Edit page, it's possible to transfer a website to other ConvertFlow accounts by entering the new owner's ConvertFlow user email in the transfer form.
If the email is not already a ConvertFlow user, a new account will be created and they'll be invited to that account.
Once the other ConvertFlow user clicks to confirm the transfer of the website to their account, via the confirmation email, the website will be transferred from the original account and no longer count towards the plan's usage:
