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ConvertLoop Getting Started Guide

Hi, and welcome to ConvertLoop!

This guide is going to take you from “I just signed up on ConvertLoop” to sending your emails like a pro.

Here is what we will cover:

CREATE YOUR FIRST CONVERTLOOP APP

By default, once you sign up for a ConvertLoop account, the onboarding process will guide you to name your first App (or Website). You can add as many Apps as you would like. Each App has its own independent site-visitor database with its own API Key and API ID.

The above will let you create Apps for Testing environments and Apps for Production environments. For instance, you could have an App named ConvertLoop for Production and one named ConvertLoopDev for Testing.

Check out how to create your first App during the onboarding:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

How to create your first ConvertLoop App

If you already signed up to ConvertLoop, and want to create a new App, go to Manage Applications, and then click on the New Application button.

Create your first App

  • Go to Sign Up and create a ConvertLoop account if you still don’t have one.
  • Follow the onboarding process to create your first ConvertLoop App.
  • In the second step of the onboarding process, you will find your Java Script tracking code. Keep reading to learn more.

TRACK VISITORS' DATA IN REAL TIME

Yes! Now you can easily start tracking any page that your users visit on your website. Each visit will be associated to a specific individual.

The easiest way to start tracking what individual visitors do on your website is by installing the unique Java Script tracking code that you will get for every App you create in ConvertLoop. You can find it at Settings > App Settings.

The unique Java Script tracking code looks like this:

<!-- ConvertLoop -->
<script>
!function(t,e,n,s) { t.DPEventsFunction=s,t[s]=t[s] || function() { (t[s].q=t[s].q||[]).push(arguments) }; var c=e.createElement("script"),o=e.getElementsByTagName("script")[0]; c.async=1,c.src=n,o.parentNode.insertBefore(c,o); }(window, document, "https://www.convertloop.co/v1/loop.min.js", "_dp");

_dp("configure", { appId: "Replace by your appId" });
_dp("pageView");
</script>
<!-- End ConvertLoop -->

The Java Script tracking code will automatically track every page that individual visitors access on your website. We recommend that you include the Java Script Code in every page you want to track.

How to check if you are successfully sending data to ConvertLoop

During the onboarding process, you will be asked to check if you are sending data to ConvertLoop using the Java Script Snippet of Code.

This is what you will see if you still need to check if you are sending data from your website:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

If you are successfully sending data, you will see this:

ConvertLoop Email Marketing Marketing Automation User Analytics Data Intelligence

Remember that you can skip this step if you do not have technical skills. When skipping this step in the onboarding process, you will see a yellow bar at the bottom of your ConvertLoop account that says “We haven’t received any data yet”, which means that you still need to install the Java Script tracking code in your website.

This is what you will see in your website if you are still not sending data to ConvertLoop:

ConvertLoop Email Marketing Marketing Automation User Analytics Data Intelligence

Once you start sending data to ConvertLoop, you can see all the visitors that you are tracking, but you should take into account that you still do not have their contact information. If you want to see what they have been doing, you can filter them by using the filter FILTER BY VISITOR ATTRIBUTE first_seen_at > on (date) > and pick the current date.

The visitors whose contact information you still don’t have will appear as “Guests”:

ConvertLoop Email Marketing Marketing Automation User Analytics Data Intelligence

If you want to track specific events, or identify visitors, we invite you to please check our API libraries in Ruby, Rails, Java Script, Node, PHP or Java.

Note: Please take into account that ConvertLoop uses either the user_id, email or pid to identify visitors to your website. The pid is the unique cookie value for each user. You can obtain this value from the cookie dp_pid . Learn more about identifying visitors.

Track visitor's data in real time

  • Install ConvertLoop your website using your Java Script tracking code
  • Check that you are successfully sending data from your website to ConvertLoop by clicking the red check box in the step two of your onboarding process.

TYPES OF VISITOR DATA

In ConvertLoop, we store the following types of data concerning your visitors:

  • Visitor Attributes: These refer to data about your visitors. Learn more.
  • Events: These refer to data concerning the actions that your visitors take in your product. Learn more.
  • Event metadata: This refers to data concerning the details of an event. Learn more .

You will also have the possibility to create Segments. These are groups of visitors to your website.Learn more

IDENTIFY VISITORS

What does it mean to “Identify a Visitor”?

Identifying a Visitor means that you know who a unique visitor of your website is.

ConvertLoop tracks the visitors’ activity on your website even if you have not captured their contact information yet. We do this by using the cookie dp_pid.

What are Visitor Attributes?

Visitor attributes refer to data about your visitors.

You will find two types of attributes to identify your visitors: a default set of Visitor Attributes related to your visitors, and the Custom Attributes.

What is the default set of Visitor Attributes?

  • email: the email address of a visitor, a.k.a. “the Contact”
  • first_seen_at: the first time a visitor visited your website
  • last_seen_at: the last time a visitor visited your website
  • unsubscribed: the attribute to filter people that have or haven’t unsubscribed from the list that receives your communications.
  • unsubscribed_at: the attribute to filter people that have unsubscribed from you at a given date.

What are the Custom Attributes?

Custom Attributes refer to the information about your visitor found in their unique profile, such as their personal information or to what plan they belong to.

Any key different from pid,user_id, email, first_seen_at, last_seen_at, add_to_segments, and remove_from_segments will be treated as a Custom Attribute of the visitor.</div>

Here’s an example using the Ruby API Client:


ConvertLoop.people.create_or_update(email: "support[email protected]", first_name: "Nayib", last_name: "Abdala", plan: "free")

In the example above, first_name, last_name and plan represent Custom Attributes. The email attribute is a default attribute of ConvertLoop ro recognize your visitor’s identity.

You can create Custom Attributes for your visitors by sending the key:value pairs you pass to the person hash. Learn how with our API Libraries.

You will find both types of attributes (the default set of visitor data and your Custom Attributes) in the filter FILTER BY VISITOR ATTRIBUTES:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Create or update visitors’ information: To create or update a visitor’s information, you need to pass at least one of the following attributes to the function you are using to identify visitors: pid, user_id, or email.

Use pid when you are updating a visitor to your site. You can obtain this value from the cookie dp_pid key.

Use user_id to match the id of the visitor on your website.

How to identify visitors using the Java Script Library

There are 2 options to identify visitors in ConvertLoop using the Java Script Library:

Let’s use an example to easily understand them.

If you would like to capture the name and email of a visitor, you could use one of the following options in the JS (Browser) Library:

First option:

Call the “identify” function.

This option identifies a visitor using a default ConvertLoop event called identify.


_dp("identify", {
   email: "[email protected]",
   first_name: "Nayib",
});
Implementation using ConvertLoop’s JS Library. Check out our API Documentation for additional programming languages.

Second option:

Pass the “track” function to the person hash with the attributes that you want to capture from your visitor. Check out our API Library to see some examples.

This option identifies a visitor using the track function when an event is triggered.


_dp("track", "YourEventCustomName" {
   person: {
    email: "[email protected]",
    first_name: "Nayib",
   }
});
Implementation using ConvertLoop’s JS Library. Check out our API Documentation for additional programming languages.

Please note that in the second option, you are passing the name of the event “YourEventCustomName”, which could be any name you want to associate to the identification of your users.

For instance, you could call that event “Signed Up” in the case you are identifying visitors when they signed up. You could also call that event “Downloaded Free Guide” in the case you are identifying visitors when they download a resources you are giving away for free.

How to identify visitors using our CURL, Ruby, Rails, PHP, Node, or Java Libraries

First option:

Call the ‘create_or_update’ function (when using Node, Rails, Ruby, Java, PHP).

Here’s an example using the Ruby API Client:


ConvertLoop.people.create_or_update(email: "[email protected]", first_name: "Nayib", last_name: "Abdala", plan: "free")

Second option:

Pass the person hash to the ‘event_logs’ function with the Attributes that you want to capture from your visitor. Check out our API library to see some examples.

Here’s an example using the Ruby API Client:


ConvertLoop.event_logs.send(name: "Billed", person: { email: "[email protected]" })
The difference between using the first or the second option to identify people is that the second option would create and event as well as identify the visitor. The first option would only identify the visitor, without creating a specific event on ConvertLoop.

Check out our API documentation to choose the programming languages that you prefer.

How to manually create a contact

You can also manually create contacts by following these 4 steps:

  1. Go to www.convertloop.co/people
  2. Click on the red + New Contact button that you will find at the top right.
  3. Fill out the fields with your contact information
  4. Click on the red Create Person button.

Additionally, you can import several contacts at the same time. Learn how here.

Identify Visitors

  • Identify a visitor using our API Libraries.
  • Manually crate a new contact in ConvertLoop

IMPORT YOUR CONTACTS

You can easily import contacts to ConvertLoop using either CSV or Excel files. To do this, do the following:

Go to www.convertloop.co/people/import and click on the Import Contacts button. Then follow the instructions.

You will be notified by email when your contact importation has been completed.

We highly recommend that you create a segment before importing people to your ConvertLoop account. Doing this will allow you to easily include the contacts you are importing into the segment you created during the importation process, and then identify them after the import.

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Import your Contacts

  • Import contacts to ConvertLoop using a CSV or Excel file. Start here

TRACK EVENTS

What is an event?

Events are records of specific actions that your visitors have taken in your website. Each action registered as an event is recorded as an event_log.

ConvertLoop automatically records the first time, last time, and total number of times that an event has been executed by a specific visitor.

What to create an event for

Events are for tracking what your website visitors do so that you can filter those visitors according to their interactions. That way, you can send them emails when an event occurs.

Default Event

ConvertLoop has one default event: the Visited Page event.

This event is automatically added to your users’ event history when triggered. This event is automatically triggered when a visitor visits a page where you have included your Java Script tracking code.

Where to find the recorded events

You will find the event data in the following places:

  1. The FILTER BY PERFORMED EVENT filter at the People view. Use this filter to find event_logs performed by your visitors.

  2. The event index that lists all of the events you have created.

  3. The event history for each of your visitors, which you will find in their unique contact profile.

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

How to create an event

To create events, use any of our API Libraries.

To better implement the events you want to track, follow these steps:

  1. Identify the visitor’s actions (events) that you want to track in your website.
  2. Define the event details (a.k.a. “event metadata”)
  3. Create the events using ConvertLoop’s API.

Let’s take a more detailed look at each of these steps.

Step 1: Identify the visitor actions ("events") that you want to track on your website

Make a list of all the actions (“events”), such as “Signed up”, “Used ‘x’ feature”, or any other action that is relevant for your business.

Step 2: Define the event details (Optional)

There are some cases where you want to capture details related to each event. We call this additional information Event Metadata.

Imagine that you want to track when a user of your product buys credits. We will call this event “Bought Credits”.

Now, imagine that you also want to capture the amount of money that the user has been billed (for example, US$200), and also the amount of credits that the user has obtained after he paid (for example, 500 credits). In this case, we want to capture the amount and the credits for each “Bought Credits” event.

In our example, the additional information (the event metadata) you want to capture would be: amount: 200; credits: 500.

Step 3: Create the events using ConvertLoop's API

Once you have defined which events to track and their additional information that you want to capture (optional), you can create them using our API Libraries in Ruby, Rails, Java Script, Node, PHP, or Java. You can access all of our API libraries here. You can also learn more about tracking events in our Full HTTP API Reference..

Check out the following example, which creates an event named “Bought Credits”:


_dp("track", "Bought Credits", {
  metadata: {
    amount: 200,
    credits: 5000
  }
});
Implementation using ConvertLoop's JS Library. Check out our API Documentation for additional programming languages.
To include metadata of your events, you need to add a hash called metadata to your tracking event function, with the pairs of key,values related to the attributes you want to capture. In our previous example -> metadata: {amount: 200, credits: 500}.

Best practices for defining your Events

  1. We highly recommend that you track events that correspond to actions that represent goals in your visitor’s journey oas opposed to tracking all the steps that lead to that goal. “Signed Up”, “Bought product” are good examples of Events, instead of creating events for every step before achieving a goal in the visitor journey.

  2. 2. Name your events after the past tense of the action you are tracking to make them easier to read. It is better to name an event “Bought Credits” than “Buy”.

  3. Use event metadata to record the details related to the event.

Track events

  • List the visitor’s events that you want to track based on the main actions in your visitor journey, such as “Signed up”, “Used ‘x’ feature”, “Paid bill”, etc. You can name your events however you want.
  • List the additional information (metadata) for each event that you want to capture. This is optional.
  • Track specific events in your website using ConvertLoop's API Library.

"Events" vs. "Custom Attributes"

Do not confuse Events with Custom Attributes.

An Event represents an action performed by a visitor to your website, which you want to track. Events could be triggered several times by the same person, and you can filter them by the first_time, last_time or a specific time - any_time - that the event has been performed. A few examples of events: Bought Credits, Signed Up, etc.

Custom Attributes are data about They are mainly related to their contact information or the plan they belong to in your service/product. For example: first_name, email, mobile, User Plan, etc.

RECORD EVENT METADATA

What is "Event Metadata"?

“Event Metadata” are details about specific events.

For instance, if you are tracking the event “Purchased Credits” you may want to know the amount of the purchase and the number of credits that your customer has purchased. Event Metadata will help you to send the amount and credits information related to the specific event “Purchased Credits” in our example.

ConvertLoop records the First Record, Last Record, and Any Record for each event metadata you are sending from your website.

What is the default set of event metadata?

By default, ConvertLoop automatically records the following set of event metadata associated to the visitors to your website:

  • city: calculated by the visitor’s address location.
  • country: calculated by the visitor’s address location.
  • referrer: the last page your user visited before accessing your site
  • ip: the IP of the devise used to visit your site.
  • os: the Operating System of the device your visitor used to visit your website.
  • host: the host of the domain that the user visited. Your domain.
  • path: the last path visited by your visitor on your website
  • language: the language set in your visitors’ browser.
  • user_agent: the web browser your visitor used to access your site.

You can find the event metadata in the FILTER BY EVENT METADATA filter at People view. You can also find this information for each person in that contact’s unique profile.

"Event Metadata" vs. "Events"

Do not confuse Events with Event Metadata. One Event (action) could have many Event metadata (event details) records. For example, if you have an Event called Bought Credits, the Event Metadata could be credits (which represents the number of credits that the user has bought), and amount (which represents the money they paid for the credits).

</div>

CREATE YOUR FIRST SEGMENT

What is a "Segment"?

A “Segment” is a group of contacts defined by one or more filters that you set.

What to create a Segment for

Create Segments to group people based on their shared behavior, so that you can send them Automatic Messages or Email Sequences, or Manual Campaigns.

How to create a Segment

You can create segments manually by using the CREATE SEGMENT FROM FILTERS button in the People view.

To create a Segment, click on the CREATE SEGMENT FROM FILTERS button. Then use one or more filters to set the entry and exit rules or conditions for your segment: FILTER BY VISITOR ATTRIBUTES, FILTER BY PERFORMED EVENT, FILTER BY EVENT METADATA, or even the FILTER BY SEGMENT filter, meaning that you can filter your users and visitors based on the Segments that you have previously created.

When you create a Segment, you are saving a group of visitors that matches all the rules you filtered.

You will find all the filters at people view.

CREATE YOUR FIRST EMAIL TEMPLATE

What is an "Email Template"?

An Email Template is a layout for your emails that you can save and then select when you are creating an email.

By default, you will find 6 pre-designed, high-converting Email Templates in ConvertLoop:

  1. A Plain Text Email template to send emails as if you were writing from your inbox.

  2. The Sell template to promote specific products and services to your customers.

  3. The Announcement template to notify your users about any relevant events, news, changes, or sales that are taking place.

  4. The Newsletter template to keep your users engaged with your brand and informed about what’s going on.

  5. The Nurture and follow up template to nurture your relationship with your users and follow up with them.

  6. The Educate template to educate your users about your product and how to make the most of it.

The {{unsusbcribe_link}} seen at the bottom of the templates adds the unique link for each contact to unsubscribe from your list. You can also insert this unsubscribe link manually when you are writing your emails to add a custom message to the link. Learn more about the unsubscribe link here.

</div>

You will find these high-converting Templates in your Email Templates Index page to use and personalize them however you want.

Preview of ConvertLoop's Templates

When you preview the default Plain Text Email template, you will see the following:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

When you preview the default Sell template, you will see the following:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

When you preview the default Newsletter template, you will see the following:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

When you preview the default Nurture and follow-up template, you will see the following:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

When you preview the default Educate template, you will see the following:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

How to create a custom email template

To create a Custom Email Template, just follow these steps:

  1. Go to Settings at the top right of your ConvertLoop App.

  2. Click on Email Templates.

  3. Click on the red New Template button on the top right.

  4. Design your template using our drag and drop email editor. Then click on the Save and Continue button at the bottom right corner of your screen.

  5. Name your new Template, and add a description (optional).

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Learn how to use your Email Templates in your emails.

What to create an email template for

Using Email Templates allows you to save time when creating an email.

You can simply select the Template you want from the email editor, and ConvertLoop will automatically set the layout for that email with the design that you previously saved as a template. Then you only need to write the content.

Select a custom email template for your email

Once you have created your custom Email Template, you can select it from your email editor when creating a new email:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

How to insert your email content into an email template

You can insert your email content into an Email Template by clicking on the different elements in the email, and replacing the text and images with your own.

Check out how to create a Custom Email Template.

CREATE YOUR FIRST EMAIL CAMPAIGN

What is an “Email Campaign”?

An Email Campaign is a one time email that you send manually to a specific segment of your contacts.

How to create an Email Campaign

If you want to send one/time special offers to a user segment, inform your users about product updates, and so forth, Email Campaigns are really useful.

How to create an email campaign

Creating an Email Campaign is really easy. Please note that in order to create an Email Campaign, you must have previously created a segment.

To create an Email Campaign, just follow these steps:

  1. Go to Messages in the top navigation bar on the page for your Convertloop App and select the Email Campaign option.
  2. Click on the red New Campaign to Segment button at the top right.
  3. Name your new email campaign.
  4. Fill out out all the fields for your Campaign.
  5. Save it as a draft by clicking on the Finish Later button, or send it by clicking on the red Send Campaign! button at the bottom of your screen.

Let’s see the following example where we create a new Email Campaign:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Create your first Email Campaign

CREATE YOUR FIRST AUTOMATIC EMAIL

What is an “Automatic Email”?

Automatic Emails are one-time emails that are triggered based on your visitor’s behavior.

How can I trigger an Automatic Email?

You can trigger an Automatic Email when a person that visits your website:

  • Visits a URL
  • Enters a Segment
  • Exits a Segment
  • Performs an Event

What to create automatic email for

Create an automatic email any time you want to send an email to your contacts once they trigger one of the above rules.

The Automatic Emails are highly useful for transactional emails such as welcome emails, payment notifications, email confirmations, give-away gifts like lead magnets, or any other email that you want to deliver each time a person matches any of the trigger rules.

How to create an automatic email

Creating an Automatic Email is really easy. Please note that creating an Automatic Email requires that you have previously created a trigger, so that you can define when the email should be sent.

To create an automatic email, follow these steps:

  1. Go to Messages in the top navigation bar on ConvertLoop.
  2. Select the Automatic Email option.
  3. Click on the red New Automatic Email button at the top right.
  4. Name your new Automatic Email.
  5. Fill out all the fields for your new Automatic Message.
  6. Save it as a draft clicking on Save it as a draft by clicking on the Finish Later button, or save and activate it by clicking on the red Save and Activate button at the bottom.

Let’s check out the following example, where we create a new automatic message:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Please note that you can turn the Automatic Messages on and off whenever you want by clicking on the status button, as shown below:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Create your first automatic message

CREATE YOUR FIRST EMAIL SEQUENCE

What is an “Email Sequence”?

An Email Sequence is a set of emails, each one of which is sent with a specific delay (hours or days), which is automatically triggered and stopped based on your visitors’ behavior.

Elements of an Email Sequence

An Email Sequence has the following elements:

  • Title: The name of your sequence.
  • Entry Trigger: The entry rule that makes a person enter the sequence to start receiving the email messages that sequence contains.
  • Exit Trigger : The exit rule that makes a person exit the sequence, to stop receiving the email messages the sequence contains. This is optional: if not defined, the person in the sequence will receive the complete set of emails.
  • Delivery Time: The hour of the day when you what your contacts to receive the emails.
  • Emails: The emails that belong to a specific sequence.

Keep reading to see an example.

How to create an email sequence

Creating an email sequence is really easy. Please note that creating an email sequence requires that you have ~previously created any trigger~, so that you can define when a person enters and exits the sequence.

To create an email sequence, follow these steps:

  1. Go to Messages in the top navigation bar on ConvertLoop, and select the Email Sequences option.
  2. Click on the red New Automatic Email Sequence button at the top right.
  3. Fill out the Title, Entry Trigger (“Subscribe when user…”), Exit Trigger (“Unsubscribe when user… (Optional)”), and the Delivery Time (optional). Then click on the red “Create Email Sequence” button at the bottom of the page.
  4. Click on the red Create New Email button on the top right to create the first email message in the sequence.
  5. Name the first email in the sequence, and click on the red “Create Email” button.
  6. Fill out all the fields of the Email.
  7. Save it as a draft by clicking on the Finish Later button, or save and activate it by clicking on the red Create Email button at the bottom of the page.

You can also…

  • Set a Delivery Time. This is optional. The Delivery Time the time at which your emails would be sent to your subscribers for that specific Email Sequence
  • .
  • Set an Exit Trigger. This is also optional. The Exit Trigger is a rule that will make a person stop receiving the emails in the sequence. If you do not set an Exit Trigger, a susbcriber to the Sequence will get all the emails that make up that Sequence
  • .

Let’s see the following example, where we create a new email sequence:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Please note that you can turn the complete Email Sequence on or off whenever you want by clicking on the status button, as shown below:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

You can also do the same to turn each Email in the Sequence on or off, as such:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

What to create an email sequence for

Email Sequences are a great tool to get people to take action and to go from one step in your funnel to the next.

They help convert and engage your customers and users.

Automating the messages for your onboarding process and sending a series of educational emails about your features are both examples of well-applied Email Sequences.

Create your first Email Sequence

CREATE YOUR FIRST WEB NOTIFICATION

What is a Web Notification?

A Web Notification is an automated notification that you can display to your visitors directly in their browser.

ConvertLoop allows you to prompt in-app web notification to your website visitors based on their behavior.

Within these web notifications, you can display anything you want to your visitors to make announcements, capture their information, make them notice something valuable in your product, or get them to take action.

Any web notification that you create will be displayed to the user segment you choose, even before you have captured their email address, on both web and mobile devices.

This way, you don’t have to wait to capture a person’s email before you start communicating with them in an automated, relevant, personalized way to get them to take action.

What to use a Web Notification for

With ConvertLoop, the days of preset pop-up notifications are finally over!

Think of web notifications as a blank canvas, where you can display anything you want to your visitors.

You can add text, insert images, embed a video, insert a lead-capture form, add a link, include a Call-to-Action button… anything you can think of including in an email, you can include in ConvertLoop’s Web Notifications.

ConvertLoop’s web notifications are ideal in any of the following scenarios:

  • Informing visitors of a special offer that is taking place during a specific time and providing a link to access it (e.g. 2x1 Lunch-time offer from 1-3pm)

  • Announcing a new product or feature that you just launched (e.g. Check out ConvertLoop’s new Web Notifications)

  • Offering a lead magnet and inserting a lead-capture form that people can fill out (e.g. Fill out the following form to download the “Ultimate Guide to Behavior Tracking” for FREE)

  • Providing an exclusive offer for a specific user segment (e.g. Gold Plan Users get 50% off any purchase today)

How to create your first Web Notification

To create your first Web Notification, follow these steps:

  1. Sign in to your ConvertLoop Account and select the App you want to create the Web Notification for.

  2. Click on the Messages option in the top navigation bar and select the Web Notifications option.

  3. Once on the Web Notifications page, click on the red New Automatic Web Notification button.

  4. Name your Web Notification.

  5. Select the user Segment that will receive the Web Notification in the drop-down menu under Segment. If you want to show your Web Notification to all the people who visit your site, select the “All People” option in the drop-down menu; if you want the Web Notification to appear only to the people whose contact information you’ve already captured, select the “Contacts” option; if you want your Notification to appear only to the people whose contact information you still haven’t captured, select the “Guests” option in the drop-down menu; if you want the Web Notification to appear only to a specific user segment that you have previously created, select it from the drop-down menu. (If you still haven’t created any specific Segments, click here to learn how to do it)

  6. Choose where you want your Web Notification to appear on your visitors’ browser: in the center of the page, in the top right corner of the page, or in the bottom right corner of the page.

  7. Now, select when you want the Notification to appear on your visitor’s browser: after the page loads, when the visitor has scrolled down to a specific percent of the page, when the visitor has been on the page for a specific number of seconds, or when the person is about to leave your site (this last option is not available for mobile devices).

  8. Choose the pages in your website where you want the Notification to be displayed. If you want it to be displayed on every page in your site, select the “All pages” option; if you want it to be displayed only on specific pages, select the “On specific paths” option, and write down the path of the pages you want to display your notification on. Here are some examples of how to write down the path for your Web Notification:
    • if you want it to appear on your homepage, just write /
    • if you want it to appear on a page whose URL is yourdomain.com/pricing, write /pricing as your path
    • if you want it to appear on a page whose domain is yourdomain.com/shop, write /shop as your path
    • if you want it to appear on a page whose domain is yourdomain.com/features, write /features as your path
    • if you want it to appear on a page whose domain is yourdomain.com/gifts, write /gifts as your path If you want your Web Notification to appear on several pages, write down each of the page’s path separated by a comma (e.g. /,/pricing,/shop,/features,/gifts).You can display the Notification on as many pages as you want.
  9. Now, select the frequency with which you would like to display your Notification. If you want to display it only once, select the “Only once” option; if you want to display it each time the person visits your site, select the “Every time” option; if you want to display it every few days, select the “Every _ days” option and write in the number of days; if you want to stop displaying the notification after it has been shown a specific number of times, select the “Limit to _ number of times (max)” option and write in the maximum number of times you would like to display your notification.

  10. Choose the color of the text that will appear in the Notification and the color of the notification’s background. Then, in the Editor on the right hand side, write your content and design your Notification in the Editor, just as you would an email.

  11. Preview how your Notification would look on desktop and mobile devices by clicking on the desktop and mobile icons on the top left corner of the Notification Editor.

  12. Save your Notification by clicking on the “Save as Draft” button, or save and activate it by clicking on the “Save and Activate” button.

Check out the following example where we create a new Web Notification:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Please note that you can turn your Web Notifications on and off by clicking on the Status button for each Notification, as shown in the example above.

How to use HTML to customize your Web Notification

Since ConvertLoop wants to give you the possibility to customize your web notifications as freely as you can customize your emails, you can use HTML to design them just the way you like.

To use HTML, click on the red Show HTML Source link at the top right corner of the Notifications Editor, and start writing!

How to personalize your Web Notifications by inserting contact variables

In ConvertLoop, you can personalize your Web Notifications to include your contacts’ information, just as you would in an email message. That way, you can make your Notifications more human and relevant, and less like a bulk pop-up.

To include your contact’s variables in your notification, click on the Contact {…} option that you will find in the menu of the Notification Editor. Then, select the variable you would like to include.

How to insert a button in your Web Notification

Inserting a button in a Web Notification is really easy. Simply click on the Button option in the menu of the Notification editor. Then, fill out to required fields, and click on Ok.

How to insert an image in your Web Notification

Inserting an image in a Web Notification is just as simple as inserting an image in an email message. Simply click on the image icon in the menu of the Notification Editor. Then, fill out the required fields, and click Ok.

How to embed a video in a Web Notification

Coming soon…

How to embed a lead-capture form in a Web Notification

Coming soon…

You should give your contacts the possibility to unsubscribe from your emails. To do so, you can use one of the following options:

  • Include the following variable in your emails or templates: {{ unsubscribe_link }} . This will add a link to your email with the text “Unsubscribe”.

  • Include {{ unsubscribe_url }} in your emails or templates. You can personalize this link adding an HTML tag like this one: <a href="{{ unsubscribe_url }}">The text you want to appear which links to the unsubscribe page</a>

USE HTML IN YOUR EMAIL CONTENT

Using HTML in the content of your email is really easy. Once you are in the Email Editor drag the HTML Tags (</>) content option, and drop it into the email you are designing. Then, use the HTML Editor that will appear on the right hand side of the Email Editor, and the possibilities are endless!

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

CUSTOMIZE EMAILS WITH YOUR VISITORS' INFORMATION

To include your visitors’ personal information in your emails, such as their email, first_name, or any Custom Attribute that you have created using ConvertLoop’s API, just click on the Personalize button in the Text Editor that pops up when you insert Text into an email using our drag and drop Email Editor. Then, select the variable you want to include in your email.

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Didn’t find what you were looking for?

Please don’t hesitate to get in touch, we’re always happy to help. Email us at: [email protected]

ConvertLoop Marketing Automation for Product People, email HTML Editor

Didn't find what you were looking for?

Get in touch, we're always happy to help. Email us at: [email protected]

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