How to segment subscribers using events and custom fields

ConvertFlow is the all-in-one platform for converting website visitors, and it's built for marketers using 

With ConvertFlow's 2-way integration, you can unlock the full power of the contact API, without coding or waiting on developers.

Here's an overview of what you can do:

  • Automatically create and update subscribers in
  • Map survey responses, quiz selections, dropdown fields, radios, paragraphs and hidden fields to custom fields
  • Segment contact using events, custom fields and more upon form submission, button click, survey selection and page visits
  • Personalize your website content, popups and messaging for returning contact segments

Using automations to segment subscribers

As you build landing pages, funnels, popups, forms, surveys, sticky bars, quizzes etc in ConvertFlow's visual builder, you can add automations to your forms, surveys, buttons and conditional logic, to make requests to the contact API.

Using ConvertFlow's automation system, you can add these automations to segment contacts:

  • - Update attribute value
  • - Track an event
  • - Add to manual segment
  • - Remove from manual segment
These automations can be triggered by ConvertFlow upon:  

Adding automations in ConvertFlow

To add a automation to a form, survey or button, click on the element in the ConvertFlow visual builder to select it.

Once you've selected it, click on the "Confirmation Actions" button to the right in the builder panel.

The confirmation actions settings modal will display, and now you'll be able to click to "Add automation" below your form's existing automations.

A form to create a new automation will appear. Now, select the type of automation you want to create. 

For, you'll find these automation types as options in the dropdown.

  • - Update attribute value
  • - Track an event
  • - Add to manual segment
  • - Remove from manual segment

Once you've selected a automation type, you'll then be asked for any additional info needed to create the automation. 

For example, if you select "Track an event", you'll need to write the event name. Once you've entered the info, click "Create Automation".

Your automation will be saved to your form and it'll be listed with your form's other automations above. To delete an automation, click the "X" icon to the right of it in the automations list.