Creating dynamic visitor segments

Ever find that you're repeating yourself adding the same ConvertFlow targeting conditions over and over, to include and exclude certain segments of your visitors from seeing your CTA campaigns?

Using ConvertFlow's dynamic visitor segments tool, you can predefine visitor segments using targeting conditions so that you can reuse these visitor segments as many times as you want in your CTA campaigns.

How to create a visitor segment

To create a visitor segment, head to Settings > Segments, click the green "Add +" button and then name your new visitor segment.

For example, you may create a visitor segment called "Blog Visitors". 

Then, once you've created the segment, you can now add targeting conditions to include everyone who is visiting pages under the "/blog" URL path of your website by adding an "If URL contains – /blog" condition.

Then, when creating all the CTA campaigns for your blog, you would add just one targeting condition "If person is in visitor segment – Blog Visitors". 

The conditions for the "Blog Visitors" segment will be automatically used, so that way you don't have to add them to each blog CTA you create, saving you lots of time.

Using visitor segments to target lifecycle stages

You can also use visitor segments to improve your conversion marketing workflow is by creating visitor segments for each lifecycle stage in your funnel, and targeting your CTA campaigns to these lifecycle stages.

For example, you could create a visitor segment called "Returning Customers" and include every contact on your website that has the tag "Purchased a Product". 

Then, when you want to target CTAs to returning customers on your website, just add a "If person is in visitor segment" condition to your CTAs to target only the "Returning Customers" segment.

And if you want to exclude returning customers from seeing CTAs, you can also do so by using the "If person is NOT in visitor segment" condition type.