Jonathan Denney

The Winter Update: ConvertFlow’s Biggest Update Yet

Good news! A shiny new version of ConvertFlow is emerging from it’s long winter hibernation!

However, this update is different. Why? Well because you won’t notice many visual updates when you log in to your dashboard.

But trust me. There are some powerful, new updates that will be game-changers for the smart marketers who take advantage of them.

So get ready. I promise you’re going to love what you’re about to see!

The first update is entirely for our on-site retargeting nerds!

Deliver 1:1 on-site retargeting, powered by our new real-time automation engine

ConvertFlow now has a suite of new on-site retargeting features. And they’re all being made possible by our new, powerful real-time automation engine.

Okay, so what does that mean?


 It means that all your automations in ConvertFlow now run so fast, you can personalize a customer’s journey on your website in near real-time.

Don’t worry, I’ll spare you the details of our technical witchcraft, so let’s dive into how this will help you drive more conversions, and acquire more customers from your website….

1. Real-time visit goals: Now you can now segment your leads before your CTAs display

Our “Visit goals” feature in our Flows builder lets you conditionally trigger automations on website visitors. In other words, you can set up automations that happen only to visitors who meet a certain criteria.

For example, you can set a “visit goal” that checks if a returning lead now has the “Customer” tag in your CRM, and if so, it can run an automation that segments that visitor into the right flow for customers.

Before this update, the segmentation would have happened in the background after people visited your site. This means that during the first visit, they could have been shown a CTA that you may have not wanted to appear to customers.

Now, with our new real-time automation engine, these “visit goal” automations happen in real-time, letting you segment visitors into the right Flows and Stages, and displaying the right CTA to them instantaneously.

2. Visitors can now move through multiple on-site retargeting flows at the same time

Previously, ConvertFlow could only show each visitor’s CTAs in a Flow, one flow at a time.

With the new Winter Update , ConvertFlow’s on-site retargeting capabilities have become even more powerful, allowing you to add visitors to multiple flows that display the right CTAs to them simultaneously.

For example, you may have a Flow for visitors coming from your Facebook ads, and another Flow for visitors engaging with blog posts on your content hub.

Adding visitors to either of these flows will no longer prevent the other flow from displaying, meaning you can create parallel flows for visitors moving through your marketing campaigns simultaneously. Cool, right?

Now check out this 3rd update!

3. Introducing Automation Queues: Build up a queue of automations to run as soon as a visitor becomes a contact

Some of our automation types, such as integrated CRM automations, require that visitors enter their email and become contacts before running.

But, what if you want to run automations on contacts based on actions they took before they become a contact in your CRM?

For example, what if you want to segment visitors with a call-to-action, before they ever opt-in with an email address? And what if you want to tag visitors who check out your pricing page, before they’ve opted-in?

Well, before today’s update, ConvertFlow couldn’t run automations on a contact without them having entered their email address first.

In fact, almost every marketing automation tool requires an email address on a contact before it can start running automations based on their behavior and data collected.

But, we think it’s time for marketing automation to evolve. That’s why ConvertFlow is evolving beyond other systems.

Now, ConvertFlow builds up a queue of automations to run as soon as visitors enter their email address into a form, allowing your CRM automations to be triggered retroactively.

I don’t know about you, but to us that’s a real game-changer!

As we all know, not everyone who visits your website is at the same stage of the buyer’s journey when they first visit your website.

Automation queues let you start delivering the right marketing & buying experience for every new contact based on their previous interactions on your website.

To give you an idea of how you could use this in your business, here are a few examples:

  • Apply tags to new contacts based on specific pages they visited on your website before they submitted a form.
  • Segment and add new contacts to personalized workflows and marketing campaigns based on buttons they clicked or forms they submitted before they submitted an email form.
  • Adjust their lead score in your marketing automation tool based on the interactions they’ve had on your website before becoming a contact
  • Automatically add tracked custom events to a new contact based on their activity on your website before submitting a form

Best of all you don’t need to do anything extra to make this happen. Just set your automations like you normally would, and let ConvertFlow take care of the rest.

4. Progressive forms – without email fields

One of our most requested features we get from users is the ability to display forms in CTA steps without an email address.

Well, you spoke, and we listened.

Now this feature is a reality in ConvertFlow. Now you can display any field at any time. This means you can turn off the email field on the first steps of your progressive forms, and collect a person’s email address in a later step, or with another CTA.

And once a visitor enters their email address into a form, ConvertFlow takes all of the collected contact info and plugs it into your CRM.

5. “Deep data” integrations with Active Campaign, HubSpot and MailChimp

Over the winter, we’ve worked with Active Campaign, HubSpot and MailChimp users to build deep integrations with their marketing automation providers.

Now, when you connect ConvertFlow to your Active Campaign, HubSpot or MailChimp account from the integrations area, you can start setting automations to trigger in your CRM based on a visitors interactions with your website & CTAs, as well as start targeting leads visiting your website by their email subscriber data in your marketing automation tool.

Here’s a list of the automations and targeting conditions for these new integrations…


Active Campaign
– Add / remove a tag
– Add to / remove from list
– Add to / remove from workflow
– Add a note to contact
– Make contact a deal

– Submit a form
– Add to / remove from list
– Add to / remove from workflow
– Update contact property
– Add a note to contact

– Add to / unsubscribe from list
– Add to / remove from group
– Add to / remove from static segment
– Add / remove VIP status from contact


Active Campaign
– If person has / doesn’t have tag
– If person is / isn’t subscribed to list

– If person is / isn’t subscribed to list
– If person is / isn’t in workflow
– If person is / isn’t in lifecycle stage
– If person has / hasn’t submitted form
– If person has / doesn’t have property value

– If person is / isn’t subscribed to list
– If person has / doesn’t have property value
– If person is / isn’t in group

6. ConvertFlow’s “targeting sync” feature now lets you display the right CTAs across a visitor’s devices & achieve cross-device personalization

ConvertFlow uses cookies to profile your website visitors, meaning on-site retargeting would usually be limited to one web browser, where the cookies are present.

So how can we show the right CTAs to our leads throughout their lifecycle when they visit our website on their different devices?

Well, now we can by using ConvertFlow’s “targeting sync” feature, which recognizes the contact data included in the hyperlinks within your marketing emails.

As your contacts click links in your marketing emails that drive them to visit your website on the current device they’re using, ConvertFlow’s “targeting sync” feature syncs up that device’s visitor session with your contact’s existing targeting data, and proceeds to serve up the right CTA based on visitor activity across all of their devices.

This means that if your contact originally submitted a form when visiting your website on their computer, and then they open a marketing email from you on their mobile device, and click through to your website, ConvertFlow will now recognize them and show them the right calls-to-action when visiting your site through their mobile phone.

7. On-site performance enhancements

ConvertFlow just got way faster! This means, it’s decreased its impact on your website’s load time to almost nothing.

Here’s how…

Our scripts and images are now served through Amazon’s content delivery network  (CDN), meaning they’re cached and loaded from the closest Amazon data center to your visitor’s device.

ConvertFlow now caches your CTAs’ HTML when you publish your variants, running your split-test settings and injecting CTAs into your website in under 50ms.

That’s 6x faster than the time it takes for you to blink your eye!

Now, ConvertFlow also intelligently caches personalization data, helping it serve up the right on-site campaigns, almost instantaneously.

Also now, a visitor’s CRM targeting data only gets updated when automations run, or if it hasn’t been updated in the last hour.

If you’re using targeting conditions for your CRM, this greatly increases your website’s performance during a visitor session, and reduces the number of API calls ConvertFlow makes to the tools you’ve integrated with it.

Note: If an update to a visitors CRM data happens outside of ConvertFlow’s automation system, and you need to target them by that new data within their current session, we’ve included a “Refresh person’s CRM targeting data” automation that can be triggered from your CTA’s or Flow goal’s actions.

Moving forward…

Now, with ConvertFlow being powered by our new automation & personalization engine, we’re going to begin evolving ConvertFlow’s current suite of tools at a faster rate.

In the next few months, expect to see us introducing…

  • Lots of CTA templates, many of which are crafted by our community of marketers
  • A new Flows interface, with Flow templates
  • A new and improved internal tagging system
  • More reporting features
  • “Deep Data” integrations with ConvertKit, Intercom, AutoPilot, Campaign Monitor, Pardot and Shopify
  • Advertising audience integrations with Facebook and Google
  • An integration with Zapier
  • A public API, with custom event tracking and targeting
  • Top-notch marketing content, courses, training and ConvertFlow tutorials
  • And more, to be announced soon…

Have a question or want to request a feature or integration? Send an us email at and let us know! We listen :)

About the author
Jonathan Denney
Co-Founder & CTO, ConvertFlow
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Jonathan Denney leads product at ConvertFlow. After running a conversion marketing agency, Jonathan co-founded ConvertFlow with his brother Ethan Denney to help brands build conversion funnels without code or waiting on developers. Since then, ConvertFlow's no-code funnel builder has helped launch 100k+ conversion campaigns, across brands such as Volkswagen, NectarSleep, CampingWorld and more.