Although it's not currently possible to use ConvertFlow as an email platform to exchange messages with visitors, it is possible to create a campaign that can collect feedback to reply via an email service provider without an automation.
This setup is helpful to sales teams or account managers to keep track of visitor requests.
These steps will explain how to create an on-site messaging campaign:
We recommend creating a popup campaign with the "Two-tap floating button" trigger type:
The two-tap button will allow visitors to open the campaign form and close it at any point through their navigation journey, without impeding their experience on the website.
Create a form element in the popup, enable the default email or phone fields, and create a new custom paragraph field to collect the visitor's feedback:
Collecting email or phone data is important to associate and access the responses to a contact profile, as well as having a point of contact.
Add the “Send Lead Alert” automation to the form’s submit button, this will send a notification with the contact's email and feedback to the specified emails:
Once the campaign is set up and notification emails are coming in, lead alert emails will contain all of the visitor's profile data.
To respond to the messages directly, we recommend connecting an ESP or CRM through our direct integrations and using the integration automations to segment responses into specific lists. This segmentation section will provide insight on how to do this with the different platforms we integrate with →
If an ESP/CRM isn't available, responding manually through the specified email or bulk downloading the contacts that come from the campaign to then manually follow up, would be the best way to get back to visitors:
