Search results for how to segment
235 articles found
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How to integrate GetResponse with ConvertFlow
First, head to your ConvertFlow website's integrations area.. Click to connect with GetResponse... In GetResponse, go to Settings > API to find your GetResponse API key... Then, copy and paste this
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How to integrate Ontraport with ConvertFlow
First, head to your ConvertFlow website's integrations area.. Click to connect with Ontraport. In Ontraport, go to Administration > Integrations to find your Ontraport app ID and API key... Then,
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How to refresh your Autopilot integration
What if you add a new list or journey in Autopilot, and ConvertFlow doesn't yet show it in your automations? Just click the "Resync" link next to the Autopilot logo, and ConvertFlow will get the
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How to create calls-to-action in Convertflow
In ConvertFlow, you can create all sorts of content to place on your website, such as popups, forms, surveys, buttons, quizzes, sticky bars, landing pages and more. To simplify this, we refer to
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How to refresh your Drip integration
What if you add a new list or tag in Drip, and ConvertFlow doesn't yet show this list in your automations? Just click the "Refresh" link next to the Drip logo, and ConvertFlow will get the latest
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How to integrate Sendlane with ConvertFlow
First, head to your ConvertFlow website's integrations area and click to connect with Sendlane. In Sendlane, go to Account > API > API Tokens to create a v2 API token for ConvertFlow. Then, copy and
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How to integrate Campaign Monitor with ConvertFlow
First, head to your ConvertFlow website's integrations area.. Click to connect with Campaign Monitor... In Campaign Monitor, go to Account Settings > API Keys to find your Campaign Monitor Client ID
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How to join the ConvertFlow referral program
If you're enjoying your experience with ConvertFlow and would like to spread the word, here's how to do it: Becoming a ConvertFlow referral partner Sharing ConvertFlow with your network is easy and
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How to install area snippets on WordPress
ConvertFlow's area snippets let you target embedded CTAs to predefined areas on your website, using the targeting system. When using the ConvertFlow WordPress plugin, areas can be added to your site
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How to refresh your Campaign Monitor integration
What if you add a new list in Campaign Monitor, and ConvertFlow doesn't yet show this list in your automations? Just click the "Refresh" link next to the Campaign Monitor logo, and ConvertFlow will
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How to target CTAs to WordPress posts, categories, pages, tags and more
If you use WordPress, being able to target by your existing pages, posts and categories is a must. That's why we've built a way for ConvertFlow to know which pages, posts and categories you've
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How to use Google Tag Manager to trigger ConvertFlow in single-page apps
Some websites, often called single-page apps (SPA), don't fully reload when navigating between pages. To have ConvertFlow detect the page change, you'll need to add the convertflow.start() function
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🎥 How to create and trigger sticky bars
"Sticky bars" are campaigns that slide in at the top of the visitor's browser window. Stick bars are useful when you need to show a promotion to visitors browsing your website, without getting in the
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🎥 How to create and launch embedded campaigns
One of the campaign types you can create in ConvertFlow is "embedded campaigns". Creating an embedded campaign When creating a new campaign, scroll past the suggested template categories, then click
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How to use skip logic for multi-step CTAs
Skip logic helps you progress visitors the right step of your multi-step CTA based on their previous progress, or any other condition you define. Skip Logic Example #1 – Page Funnels Let's say you
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How to personalize your website for Tatango subscribers
By connecting Tatango to ConvertFlow, you can now personalize your website for your Tatango subscribers. Using ConvertFlow's visual builder, you can design landing pages, forms, popups, surveys,
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How to identify anonymous website visitors as contacts
ConvertFlow automatically identifies website visitors when they submit their email address or phone number in ANY form on your website, including ConvertFlow forms. You can also personalize your
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How to configure ActiveCampaign site tracking with ConvertFlow
Out of the box, ActiveCampaign's site tracking doesn't work with ConvertFlow until configured with some custom code. We have a code snippet for configuring ActiveCampaign site tracking with
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🎥 How to create and trigger overlay popups
In ConvertFlow you can create different types of popup campaigns. "Overlays" are popups that take over the visitor's browser window, to display your call-to-action. Overlay popups are useful for
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Google Tag Manager – How to connect ConvertFlow
Google Tag Manager (GTM) is a great way to manage all of your marketing scripts and advertising pixels from one dashboard, and using one central Google script that can be placed on your website.
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🎥 How to use the drag-and-drop funnel builder
In this guide, you'll see the anatomy of the CTA builder and how it can help you craft beautiful on-brand CTAs for every marketing campaign. Steps Once you're in the CTA builder, the first thing you
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🎥 How to create and trigger hook popups
In ConvertFlow you can create different types of popup campaigns. "Hooks" are popups that appear on the corners of a visitor's browser window. Hook popups are useful when you need to politely deliver
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🎥 How to create landing pages & funnels
One of the campaign types you can create in ConvertFlow is landing pages. Creating a landing page When creating a new campaign, scroll past the suggested template categories, then click to move your
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🎥 Timer elements - How to build countdown timers
Timer elements let you set an expiration time and display a countdown timer until then, after which you can have a configured action happen. Setting the timer type Timer elements can either have an
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How can I add a video to a campaign?
There are two types of video you can add to a campaign. You can either add it to the background of the container or to the foreground as an element. Adding a video to the background Click on the
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How can I add a gif to a campaign?
To add a gif to a campaign you’ll need to use an image element. Click on the "Add Element" button to add an image element to the area you want the gif added to: Then upload the gif into the image
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🎥 Products elements - How to build product recommendations
Products elements let you showcase multiple products together to redirect shoppers to product pages, or add products to their cart and drive them to checkout. Choosing the product source First,
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Carousel Elements - How to create carousels and sliders
With carousel elements, you can create multiple content boxes that rotate in and out of view when clicking arrows and toggles. You'll find the "Carousel" element available when creating a new
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How to track ConvertFlow events in Google Analytics 4
Assuming you have Google Analytics 4 installed via the default and recommended gtag installation, ConvertFlow can send custom events through your gtag installation for campaign and funnel
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How to remove the "powered by" link from your campaigns
If you're on a ConvertFlow paid plan, you'll have the option to remove the powered-by link from your campaigns. First, head to the website's dashboard in the ConvertFlow account. Then in the
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Scoring - How to use quiz scoring and contact scoring
Quiz scoring As you build quizzes, surveys and form custom selection fields, ConvertFlow makes it easy to assign scores to specific selections, by editing the option's "score" value. For example, you
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Survey elements – How to build surveys, polls and quizzes
In ConvertFlow, you can add "survey" elements to your CTAs to ask your visitors a question and present them with fixed answers for them to select. To add a survey to your CTA, click to add an element
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Button elements – How to build buttons and drive click-throughs
One of the elements you can add to your CTAs are "button" elements. These help you drive click-throughs on your website. To add a button to your CTA, click to add an element, choose the "button"
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Tab elements - How to display toggled content with tabs
When creating a new element, you'll now find you can choose the new "tabs" element. We've loaded up some tab templates to get started with. With the new tabs element, from the builder panel, you can
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How can I suspend/dowgrade my subscription to the Free Plan?
To suspend your paid account for a period of time you'll need to downgrade to the Free Plan. To downgrade your subscription please sign into the ConvertFlow dashboard, click on "Billing", then select
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How to prevent email addresses from showing in Google Analytics
To identify existing subscribers visiting your website from your email campaigns, ConvertFlow uses email address URL parameters from the various ESPs & CRMs it integrates with to determine who the
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How to build your list by creating and sharing templates
If you're a marketing educator or agency, by using ConvertFlow's template creation platform, you can share your CTA templates with other marketers to promote your personal brand, generate leads for
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Collapse Elements - How to display toggled content with collapses
With the collapse element, you can contain content that can be toggled within vertically-formatted collapses. You'll find the "Collapse" element available when creating a new element, and by clicking
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[Deprecated] How to get ConvertFlow reports in Google Universal Analytics
If you have ConvertFlow and Google Analytics installed on your website, ConvertFlow will create custom events in Google Analytics for reporting on how your CTAs are performing using their advanced
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Installing the ConvertFlow code on your website
ConvertFlow tracks visitors and displays campaigns on your website only once the tracking script is installed. Each website dashboard comes with its own tracking script, and this can be accessed by
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Quiz elements - How to build quizzes, multi-step surveys and questionnaires
ConvertFlow's quiz element lets you quickly launch a quiz that: Asks for answers to multiple questions, which are stored to contact custom fields Skips questions based on answers Optionally displays
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Form elements – How to build forms and collect contact info
By adding a form element to your CTA, you can collect contact details and more info from your visitors, quickly and easily. Just click to add an element to a column and choose the "form" element
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How can I upgrade/downgrade my paid plan to a different tier?
To downgrade your subscription please sign into the ConvertFlow dashboard, click on "Billing", select "Manage Subscription", then select the plan tier you'd like to be on, and finally click on
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🎥 Progress bar elements - How to create progress bars & meters
Progress bar elements make it easy to visualize visitor progression through multi-step CTAs and encourage completion. Controlling the messaging of the progress bar When you've added a progress bar
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🎥 Adding Automations - Video
Automations are the rules that are added to campaigns and will trigger when a button is clicked. These can be ConvertFlow automations like: Send lead alert - Sends an email with all the contact
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🎥 List elements - How to create bullet points, feature lists and more
List elements are used to create structured content lists like bullets points, numbered steps, A/B/C lists, pricing feature lists, etc. To create a list element, just select the "List" element type
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How can I jump to another section of my landing page with a click?
There are two options to jump from one part of your landing page to another: Adding a hyperlink to a text: 1. Go to the section of the landing page you want to jump to. Click on it and select the
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Targeting conditions guide – Best practices, condition types, operators and more
If you're a marketer using ConvertFlow, the power is in your hands to: 1. Create and launch campaigns on your website without coding, using the funnel builder. 2. Control who sees which campaign, how
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Conditional actions – Defining multiple paths for visitors to take upon conversion
Conditional actions allow you to perform actions for specific visitors, that meet the conditions you've defined, when they complete a form, button or survey element of a CTA. To add a conditional
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How can I cancel my subscription?
To cancel your subscription please sign into the ConvertFlow dashboard, click on "Billing", then select "Manage Subscription" and then click on "Need to cancel? Click here." We would really