Search results for how to segment

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  • How can I delete my account?

    You can cancel your paid subscription and downgrade to ConvertFlow's free plan at any time. Downgrading to ConvertFlow's free plan will limit your account to the free plan visitor limit and feature

  • [Legacy] Flows – Defining lifecycle stages and conversion goals

    IMPORTANT UPDATE: "Flows" are now a "legacy" tool in ConvertFlow, meaning they're only accessible to those who had access to them in the past. Flow campaigns strived to help visualize the logic and

  • Sync contact fields to Shopify customers

    ConvertFlow can sync contact field data to Shopify by adding a "Shopify - Create or update customer" automation to your conversion elements. The official Shopify fields ConvertFlow currently syncs

  • How does exit intent work on mobile?

    On a mobile device, exit intent is triggered when the visitor clicks on the back button on the browser. This option will not work if the visitor has come directly into your mobile site because they

  • Reporting on how your campaign is converting

    Click to the "Overview" page of your campaign, and you'll be able to get in-depth reports on how your campaign is converting across the funnel and across timeframes. Viewers – This is the total count

  • How can I track an image click?

    To track an image click you won’t be able to use an image element, you’ll need to add the image to a button element. Follow these steps to create a trackable image: 1. Create a standalone button

  • Adding custom code, pixels, javascript and CSS

    While ConvertFlow's funnel builder is a no-code platform, you'll still need to occasionally add custom scripts, conversion pixels, and CSS to your campaigns. ConvertFlow's custom code managers help

  • 🎥 Adding an Image to a Button

    Adding an image to a button could come in handy when creating social icons for a landing page or making an image in a CTA perform all the actions and automations of a button. This quick video will

  • Using conditional actions to display multiple outcomes

    Conditional actions are used to display different outcomes and apply individual automations based on survey/form responses. This means you’ll be able to show your visitors a personalized result to

  • Using site-wide conditions to block pages entirely

    There are some pages of your website where you'll generally do not want any ConvertFlow CTAs to show. These pages may be your privacy policy, your membership area, login page, etc. By using

  • How can I track a URL link click?

    To track a URL link click you won’t be able to use a text element, you’ll need to add the URL to a button redirect. These steps will 1. Create a standalone button element: 2. Add the text you’d like

  • How can I exclude an IP address from targeting?

    We currently don’t have a way to exclude IP addresses as a site-wide option, this is because blocking IP addresses goes against GDPR. As a workaround, you can use the CTA’s targeting condition to

  • How can I change the website registered on ConvertFlow?

    To change/edit the website that was added to a ConvertFlow account, you’ll need to go to the dashboard for the website you need to edit. Then click on “Settings” on the top right corner and select

  • How can I stop ConvertFlow data overriding my ESP data?

    Our direct integrations with several ESPs and CRMs come with preset mapped fields like name, last name, and Geolocation data (country, city, zip, etc.). Since we pull geolocation data from visitor’s

  • Is it possible to use ConvertFlow as a live chat?

    No. ConvertFlow doesn’t have a live chat feature. However, you can create a pop up that will collect messages from your visitors which you can then reply to via your email service provider. Follow

  • How do I stop ConvertFlow from tracking my website's other email forms?

    By default, ConvertFlow will identify contacts on your website by tracking email field submissions from all forms on your website. This is beneficial because more visitors you've identified as

  • How can I set the default country for the phone number field?

    The default can be controlled on the website level in Settings > Website. Also, with IP geolocation enabled, ConvertFlow automatically selects the right country code based on the country the

  • How can I create a desktop and mobile version of a campaign?

    There are three ways to create separate mobile and desktop versions of your campaigns: Option 1 - Create the desktop version of your campaign and use the targeting condition “If device type is -

  • Can you add a live chat widget to a ConvertFlow landing page?

    Yes. Live chat platforms provide an install code which you can add to the landing page’s script manager. Their code will have their live chat widget display on our landing page. To find more

  • How can I open a ConvertFlow pop-up when a button is clicked on my site?

    If you’d like a pop-up to display when a button on your site is clicked, you’ll need to select the “Upon Click Only” trigger type: Then copy the trigger class and add it to the button on your site.

  • Broadcasts – Launching high priority campaigns

    Broadcasts are high-priority campaigns that can display all the time, or within a given timeframe. Broadcasts help you streamline your conversion marketing workflow by launching multiple standalone

  • Each campaign tool, their priority levels, and best practices

    On all ConvertFlow plans, you can launch campaigns as "standalone" from each campaign's launch page. However, while on ConvertFlow's high-tier plans, you'll have access to the scheduled campaign

  • Installing area snippets on your website

    ConvertFlow offers 2 ways to display an embedded CTA on your website. Using a direct embed code Adding it to website "areas" While using the direct embed code works fine when you're adding a CTA that

  • Integrating your email marketing service (ESP)

    Before going live with ConvertFlow on your website, we recommend integrating your email marketing service (ESP). In your website dashboard, go to Settings > Integrations to find your ESP/CRM and

  • Creating and sharing ConvertFlow templates

    In this guide, you'll discover how to use ConvertFlow's template creation platform to streamline your workflow, grow your agency, build your list and more: Why create ConvertFlow call-to-action

  • 🎥 Deleting Site-wide Conditions

    Site-wide conditions are great when making sure CTAs are included or excluded from showing based on a set of conditions. Information on how to use site-wide conditions can be found here. This quick

  • Discovering your lead generation insights

    In your site dashboard in ConvertFlow, click to the "Insights" page and you'll find your website's lead generation statistics. Lead generation insights You'll be able to see how many new visitors

  • GDPR - Adding your privacy policy and terms of service

    We understand that ConvertFlow plays an integral role in our customers’ GDPR compliance strategy. That is why we're committing to supporting our customers as they work towards being GDPR compliant.

  • ConvertFlow Javascript API examples

    Once you've placed ConvertFlow's script on your website, you can access ConvertFlow's client-side Javascript API. ConvertFlow Javascript API events By hooking into the ConvertFlow Javascript events,

  • Why is my integration's targeting data not updating?

    ConvertFlow 1st-party profile data, such as custom fields, tags, etc. are updated in real-time in local storage for targeting and conditional logic. ConvertFlow's site personalization integrations

  • Integrations with your tools

    ConvertFlow integrates with your favorite email marketing service providers (ESP), CMS, analytics tools and Zapier. In each website dashboard, go to Settings > Integrations to find your ESP/CRM and

  • 🎥 Hyperlinking an Image

    Hyperlinking an image may come in handy if the image is meant to redirect to a URL but not have a click tracked. For example social media icons on a landing page. This quick video will explain how to

  • 🎥 Creating Conditional Actions

    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. This quick video will

  • Enabling cross-domain tracking for GA4

    Cross-domain tracking works differently for GA4, in comparison to Google's Universal Analytics (now deprecated). For most scenarios, enabling GA4 cross-domain tracking is easier to configure now, as

  • 🎥 Creating Separate Mobile/Desktop Versions

    Creating separate device versions of a single CTA is very helpful to make sure all elements render perfectly across devices. This quick video will explain how to duplicate a container and make one

  • My landing page isn’t displaying.

    When using a custom domain for a ConvertFlow landing page, you need to make sure you update the CNAME record on your website's DNS. You can find instructions on how to do so in the "Adding custom

  • 🎥 Removing Background Color and Image

    Making a CTA's background transparent may be useful when creating floating buttons or images. This will require removing the CTA's background and overlay colors or images. This quick video will

  • 🎥 Adding Confirmation Actions - Video

    Confirmation actions are the actions assigned to be performed when a button is clicked. For standalone buttons these can be: Redirect to URL - Redirects to a specified website URL Jump to a CTA step

  • Collecting numerical values with number and range fields

    Need to collect numerical info from visitors such as number ranges, pricing estimates, percentages etc? When building your ConvertFlow form, rather than using the "text" custom field which allows for

  • 🎥 Adding Social Media Buttons

    Having social media buttons on landing pages is important for visitors to engage with a company across all of its channels. Social media buttons can be added as hyperlinked images that won't get

  • 🎥 Creating an Alternative Close Button

    Removing the close icon from a CTA is ideal when using ConvertFlow for gated content and makes creating an alternative close button imperative. This quick video will explain how to create an

  • 🎥 Checking a Contact's Info in the Admin Widget

    The admin widget is a super handy tool for account owners and admins. It not only gives an overview of which CTAs are active on a website and which ones are set to trigger on each page, but it can

  • Viewing, filtering and exporting contact profiles

    Head to the "Contacts" page and you'll be able to see the people on your website that ConvertFlow has identified as contacts. You can quickly filter your contacts based on their contact info, CTA

  • 🎥 Clearing Text Format

    Clearing a text element's format may come in handy when using the ConvertFlow builder. This is because we have different layers in which a text can be edited: The theme layer - Where the font styles

  • Integrating lead generation attribution with your ESP/CRM

    As a marketer, your #1 objective is usually to add more leads to the top of your funnel. So you work hard to drive traffic to your website, you set up lead capture offers, you create landing pages,

  • Builder templates - Save and re-use elements, sections and funnel steps

    Need to re-use the same element in a different campaign? By saving builder templates, you can create your own library of elements, sections and funnel step templates, that you can re-use as starting

  • Troubleshooting live campaigns using the admin widget

    Need help troubleshooting your campaigns and funnels? We're more than glad to help you out! 😎 Feel free to send us a chat message including: 1. A link to the campaign in ConvertFlow 2. And a link to

  • Troubleshooting ConvertFlow's Google Analytics events

    ConvertFlow's website script uses the Google Analytics custom events library to send in campaigns events to the GA property you have installed on your website. If you're not seeing ConvertFlow events

  • ConvertFlow developed custom codes (Advanced)

    All these codes will be added to the CTA's script manager unless otherwise advised. To get details on how to find the script manager, please refer to the "Adding conversion pixels & scripts" section

  • Cookies used by ConvertFlow

    Why does ConvertFlow use cookies? Due to the recent changes to how browsers handle third-party cookies, ConvertFlow only relies on first-party cookies. This means the tracking cookie is limited to