Not everyone likes dictionaries! But if you're a nerd like us, then this is for you π€
Here's a detailed guide to the different areas of an account, campaign management, the funnel builder, and some ConvertFlow lingo.
Glossary
A few common words that will come up when navigating the ConvertFlow app, reaching out to support, or implementing conversion marketing strategies:
Actions
Actions
This is the visual confirmation that will follow once a conversion element is clicked in a ConvertFlow campaign. Learn how to add an action here β
Automations
Automations
These are the background automations that will run once a conversion element is clicked in a ConvertFlow campaign. Learn how to add an automation here β
Funnel Builder
Funnel Builder
This is the builder where a campaign's styling, content, settings, and funnel steps can be managed. Content can be added, removed, or positioned. Colors and fonts can be styled. It's also where funnel actions are set, logic is configured, and automations are added to trigger workflows. Learn how to use our drag-and-drop builder β
Campaign
Campaign
These are the conversion campaigns that can be created in ConvertFlow in different formats. These are either popups (hooks and overlays), sticky bars, embeds, or landing pages. Each campaign can have multiple variants (for split-tests), and each variant can have multiple funnel steps. Find all of our campaign templates here β
Campaign link
Campaign link
This is particularly helpful when sharing campaign information with another ConvertFlow user or our support team to troubleshoot. It contains the campaign's respective website ID and campaign/cta ID. The link can be copied from any of the campaign's pages like the overview page, builder, preview page, or the launch page:
CTA
CTA
CTA (call-to-action) is an alternate term used for campaigns, all of which engage visitors to perform an action such as submitting a form, going through a quiz, choosing a product, etc. This "CTA" acronym is often found in ConvertFlow's script and APIs, referring to campaigns.
Elements
Elements
These can be added to campaigns to expand their capabilities. Our elements include headlines, texts, forms, buttons, surveys, quizzes, images, videos, rows, dividers, products, product heroes, timers, progress bars, HTML embeds, icons, lists, collapses, tabs, and carrousels.
Trigger
Trigger
This is the way a popup campaign will show up on a website. These include time-delayed, upon-click, exit intent, scroll percentage, etc.
Accessing Account
Creating an account
Creating an account
An account can be created from the ConvertFlow website:
As well as the login page:
Account Dashboard
Once the sign-in is complete, the account dashboard is displayed:
In the account dashboard it's possible to:
Follow the checklist to learn about using ConvertFlow
Follow the checklist to learn about using ConvertFlow
Customer Support -
Access the ConvertFlow referral program and affiliate dashboard
Access the ConvertFlow referral program and affiliate dashboard
Create, edit, and share campaign templates
Create, edit, and share campaign templates
Campaign templates can be saved for reuse across all of the account's websites:
Check and manage the account's billing
Check and manage the account's billing
From the billing page, it's possible to see the account's subscription, total traffic, website limit usage, and invoices:
Website Dashboard
When accessing a website from the account dashboard, the website's dashboard shows:
In the website dashboard it's possible to:
Create new campaigns
Create new campaigns
To create a new campaign, clicking the blue "New+" button or the "Create Campaign+" when in the card view:
This will redirect to the template gallery to choose a template based on the purpose of the campaign, the campaign type, or the campaign format, as well as search per keyword:
Filter all campaigns
Filter all campaigns
With ConvertFlow's advanced filtering options, it's possible to quickly find campaigns based on:
Sorting campaigns by time or stats
The campaign format (popup, landing page, etc.)
The campaign status (launched or archived)
The group the campaign is in
Create high-priority broadcast campaigns
Create high-priority broadcast campaigns
Broadcasts can be used to schedule higher-priority campaigns to start and end on a specific date:
Check website insights
Check website insights
The insights page will provide several report overviews of all the active website campaigns. Some of these reports are:
Performance of all campaigns
Top campaigns overview
Custom fields report
Top subscribe pages
Top landing pages
Top referral sources
Top first-touch UTMs
Top contact tags
View, filter, and export website contacts
View, filter, and export website contacts
The contacts page on the account is a great place to check for all the people who have converted with ConvertFlow campaigns. They can be filtered by campaign, profile data (name, email, geolocation), etc. as well as exported into a CSV file:
When accessing a contact, their profile is also where the contacts created during tests can be checked to make sure all automations, data, and integrations are running as expected before launching a live campaign:
Edit website settings
Edit website settings
Website settings are different from account settings. They contain a lot of options that can affect the builder for that website, the website's campaigns, tracking, etc.:
Here are some of the areas and features available in the account's website settings:
Edit/Website
Edit/Website
Here, the general website settings can be edited like the website name, business type, brand name, hosted subdomain, privacy, terms of service, SMS, and marketing text and links for all campaigns. As well as, lead alert email style, brand colors and font, removing "powered by" links, and disabling different tracking options.
This is also where custom and tracking codes can be added across all campaigns and set site-wide conditions:
Some resources about the features on this page can be found here:
Domains
Domains
The custom domains to host ConvertFlow landing pages can be set up and managed on this page:
Visitor segments
Visitor segments
Dynamic visitor segments can be created and managed on this page. They can be very helpful when having to use the same targeting conditions across multiple campaigns:
Managing Campaigns
Click a campaign's options for shortcuts for managing a campaign:
These are some of the shortcuts that can be accessed through the campaign options:
Campaign overview
Campaign overview
This page has the campaign's reports, stats, and breakdown of the funnel:
Funnel builder
Funnel builder
The builder is the place to create, edit, and design campaigns. Here is where elements can be rearranged and added, as well as automations, conditional, actions, rules, and set up a campaign trigger:
Preview page
Preview page
This page is very useful when it comes to testing campaign funnels and viewing content as it would look live on different devices:
Launch a campaign
Launch a campaign
The launch page is one of the final steps before activating a campaign on a live site. Depending on the campaign format (popup, embed, landing page) the launch page will contain targeting conditions to display popups, embed codes, and landing page URLs:
Campaign groups
Campaign groups
Groups are a great way to organize and manage campaigns. Groups can be created to segment campaigns and are easily accessible from the campaign dashboard side menu:
Save a campaign as a template
Save a campaign as a template
Creating campaign templates is very useful for re-using a template multiple times across your account's websites:
Archive a campaign
Archive a campaign
With this action, a campaign can be archived which will deactivate it immediately and remove it from the campaigns list:
Contact Support
If any questions or ideas come up while exploring the ConvertFlow app, our support team is here to help guide the process. The chat widget can be found on the bottom right corner of the app:
Alternatively, feel free to reach out to our support team from Monday-Friday between 9a-5p (EST) via email to support@convertflow.com.
Our chat widget also has quick answer search options through the article search and our AI agent:
The ConvertFlow knowledge is also an amazing resource consistently used and updated by the ConvertFlow team.