How to personalize your website for segments

By connecting to ConvertFlow, you can now personalize your website for your segments.

Using ConvertFlow's visual builder, you can design landing pages, forms, popups, surveys, quizzes, sticky bars, embedded content and more, all of which can be dynamically displayed on your website to returning segments based on conditions.

Dynamically displaying website content for segments

Once you've connected your account, you'll now find these targeting condition options: 

  • If person is a member of segment in
  • If person is NOT a member of segment in
  • If custom field contains value in
  • If custom field does NOT contain value in

When building a call-to-action in ConvertFlow, to display it only for a certain segment, head to the Launch page and you'll be able to add targeting conditions by clicking "Add Condition".

Click the dropdown field to select a condition type, and you'll now see there are targeting conditions to select from.

Select a condition type, enter any additional info needed for the automation and then click "Create Condition".Once you've clicked to create the condition, it will then display above in the targeting conditions list for that CTA. If you want to delete it, click the "X" icon to the right of the condition.

Personalizing funnel outcomes for segments

In ConvertFlow, you can build multi-step funnel pages, forms and surveys that conditionally display personalized outcomes to people based on their progress, as well as based on their contact segmentation in

For example, by using conditional actions, when a returning contact on your website engages with a survey, you can display a personalized outcome of that survey based on a current custom field value, as well as track a specific event.

You can also use skip logic to tailor your funnels for returning contacts based on their current segmentation. An example of this would be skipping contacts of a certain segment past the email collection step of your funnel, so they don't have to re-enter their email address

Targeting Sync – How to target your existing subscribers

ConvertFlow syncs a visitor's tracking with their subscriber record when either... 
  1. The visitor submits a form
  2. The visitor visits your website with their email in the URL
So, this means once ConvertFlow is installed on your website, you will be able to target all of your new form submissions by their data. 

However, if you want to sync the tracking with your existing subscriber database, all you have to do is append their contact details to your email hyperlinks in, and ConvertFlow will sync their visitor session with their data. 

You would do this by adding... 
?customerio_id={{}} the end of all of your email’s links, like how you would add any other URL parameter.