ConvertFlow

Saving, sharing, analyzing stats, and design best practices for campaign templates

Creating and sharing campaign templates

Collaborate with a team and clients with user permissions

Inviting team and client users

Updating a subscription plan, credit card, and invoices

How manage multiple websites in your account

Managing website dashboards for brands and clients

Uploading a logo and sending branded lead alerts

Co-branding the ConvertFlow interface

Joining and using the affiliate partner program

How to join the ConvertFlow referral program

How to integrate a ConvertFlow campaign template's webhook with Zapier

How to build your list by creating ConvertFlow campaign templates

Activating SSO and enforcing login methods

Enabling SSO (Single Sign On)

Mariana

Jonathan Denney

Managing billing, permissions & sub-accounts

Account management

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Pricing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.