START HERE - An introduction to ConvertFlow

Welcome to ConvertFlow! In this short guide, we're going to give you a quick introduction.
Your account dashboard

When you log into your account, you'll see a list of your account's websites. Here you can either click through to a website's dashboard, or you can create a new website.
From the account dashboard, you can also invite and remove collaborator users and clients, as well as manage your ConvertFlow subscription.
The website dashboard
Once you've created a website and click to access it, you'll land on the website's dashboard. 
Everything in ConvertFlow, your calls-to-action, flows, contacts, etc. are associated with a "Website". This allows you to organize everything by website property, or for your clients.
Here you have easy navigation to quickly access the calls-to-action, analytics, flows, broadcasts and contacts in this website.
Getting your website's code
By clicking the "Get Code" button to the top right, you'll be taken to the settings page where you'll be able to quickly access your website's code. Place this code in between the <head> </head> tags of your website.
Once this code is on your site, ConvertFlow will start tracking your website visitors and you'll be able to launch calls-to-action on your website without placing any more scripts.
Note: ConvertFlow uses cookies to remember who your website visitors are. This cookie will apply to the root domain name (ex:, so any URL that the ConvertFlow code loads on will contribute to visitor tracking. These include subdomains (ex:
Calls-to-action (CTAs)
By heading to the calls-to-action page, you can create and manage calls-to-action that belong to your website.
"In marketing, a call to action (CTA) is an instruction to the audience to provoke an immediate response" –  Wikipedia
Calls-to-action are the most effective way to convert your website visitors into leads and customers. They get people to take the action you want them to. And if you show the right person the a call-to-action at the right time, the chances of them taking your desired action are even higher.
As a online marketer, you'll find yourself creating calls-to-action and marketing forms more than often. One of the primary tools ConvertFlow provides for you is a robust call-to-action builder, to make this process as smooth and easy as possible.
To see how to create a call-to-action, read " Creating a call-to-action".
In the analytics section of your website's dashboard, you'll get a bird's eye view of your website's stats. You'll see statistics, recently engaged contacts, and the stats of your most popular campaigns.
In the flow section, you create on-site retargeting "Flows". With Flows, you can manage the customer journey, starting from when visitors first land on your website.
For each Flow, you can create "Stages". For each stage, you can add "Goals" to determine what happens when someone takes a certain action while in that stage of your flow. The types of goals include "Call-to-action goals" and "Page visit goals".
For example, your flow's first stage could be for new website visitors. You could add a CTA goal to the "New Visitor" stage, to display calls-to-action offering your free ebook to everyone who visits your home page. When someone completes the CTA goal by submitting the form or button, they'll be moved to the next stage in your flow.
By creating a "Visit Goal", you can set automations to trigger when someone visits a certain page while in a stage of your flow. This may mean triggering an action that adds a tag in your marketing CRM (like Infusionsoft or Active Campaign) to everyone in your "Returning Leads" stage who visits your purchase confirmation page.
By building out Flows, you can retarget visitors on your website, and automate the actions you need to happen in your tools, as they progress through flows on your website.
In the broadcasts section, you can launch broadcasts to help you promote timely calls-to-action on your site. The calls-to-action you display via a broadcast will take priority over any other calls-to-action you launch, during the timeframe that you set.
For example, you could create a broadcast with an overlay and a hook, to promote a webinar that is scheduled for a few days from now. On any page where the targeting conditions for your broadcast are met, your webinar calls-to-action would display, overriding any calls-to-action you may have in your flow.
And once your webinar has passed, your broadcast will no longer show, so it doesn't override any of your other calls-to-action any longer.
As you generate leads and collect contact details with your ConvertFlow calls-to-action, ConvertFlow will store profiles of your contacts in the contacts section.
If an email has any social, professional or company data associated with it on the web, ConvertFlow will automatically collect this data for you, and plug it into any of your connected marketing CRMs.
These researched lead profiles can also be delivered to you and your team's inbox via an email alert.
From the integrations page, you can connect your marketing apps. Once you've connected your email marketing software, ConvertFlow pulls in your lists, tags, etc. 
You can then set up automations on to segment visitors and leads into the right audiences in your email marketing. You'll also unlock powerful targeting conditions for each app you connect, allowing you to target by the audience segmentation data in your different tools, such as tags in Infusionsoft, or lists in Mailchimp.
Website settings
In the settings section, you can find your website code, manage "areas" of your site, manage custom tags, add site-wide targeting conditions (to prevent campaigns from running on certain pages), and adjust your website's name.
And that's ConvertFlow in a nutshell!
To get started, learn how to  create your first call-to-action.

If you have any questions, feedback or comments, feel free to email the team at You also click the chat icon to the bottom right and write to us, and we'll get back to A.S.A.P.