ConvertFlow 101: Launch Funnels With AI

Welcome to ConvertFlow's funnel platform

With ConvertFlow, you can create, test and personalize conversion funnels using popups, landing pages, forms, quizzes, surveys, product recommendations, cart upsells, cross-sells, sticky bars, embedded CTAs, and so much more, all from one dashboard.

And the best part is you can do all of this without waiting on developers and without creating a vibe coded mess.

Without ConvertFlow

If you’re like most marketers, before ConvertFlow, making your changes to your conversion funnel means risking breaking your site, your SEO, custom coding and waiting on developers.

Maybe you've started stitching together conversion tools and AI content, resulting in a vibe coded mess of apps, plugins, scripts, and zaps.

Your reporting is all over the place, trying to get your tools to communicate and share data is a nightmare.

And despite having AI, you find yourself relying on developers to make technical things work properly.

And as soon as you invite another team member to help work on your funnel, you realize how much of a mess everything really is. This mess doesn't scale.

With ConvertFlow

Enter ConvertFlow, and now your funnels content and experiments are beautifully organized into a funnel platform.

Seeing how your funnel is performing is now crystal clear with funnel reports. Launching new funnels is effortless with templates to improve just about any funnel metric you can think of.

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Chat with ConvertFlow's AI

Start by chatting with ConvertFlow's AI, which is trained on funnel performance results from 200k+ experiments across 10,000's of brands running on ConvertFlow’s funnel platform.

Tell it where your funnel is underperforming, or just ask what to test next. 

It analyzes your website, your results, and your stack, then recommends what to do next:

Then ConvertFlow's AI gets to work…

It knows your website, it pulls in any assets you upload, it asks you questions to help you find the bottleneck in your funnel, and then provides you with the right funnel template, trained on 200k+ experiments across billions of shoppers on thousands of high-traffic sites.

Remix a funnel template

Once you've selected a funnel template, either by using ConvertFlow's AI or by browsing the template library of 400+ funnel templates, apply your theme, add AI instructions hit the Remix button and watch ConvertFlow’s AI work its magic, saving you countless hours by automatically rewriting all the content of the funnel template based on your instructions, the assets you’ve uploaded, and your website’s content, producing a funnel that is ready and easy for you to tweak, approve and ship.

Edit with the funnel builder

ConvertFlow's funnel builder makes editing templates fast and easy, giving you and your team the freedom to launch funnels without waiting on developers.

See some copy you don't love? Remix it right inside the builder. Inline AI copywriting tools are everywhere, using AI trained based on your website’s content, as well as based on the highest converting copywriting across 200k funnels, making the AI smarter and smarter based on performance.

Need more sections or funnel steps? Select from the full library of layout templates, each one ready to be remixed with AI.

Integrate your funnels

1-click integrations with your marketing stack makes it easy to sync field data and automate everything, without zaps, the AI coded mess and waiting on developers.

Integrate your conversion elements with your CRMs to sync form fields and quiz answers to segment them into audiences and to qualify leads. Connect your ad platforms and tag managers to fire pixels and track events.

Deliver personalized offers

Add conditional logic to personalize your funnel with conditional content, product recommendations, or conditional funnel paths, redirect URLs, calendars etc.

A/B split-test your funnel with AI

Once your funnel stats start coming in, see your funnel performance, conversion rates, attributed revenue, and unpack detailed funnel breakdowns to see where people are dropping off.

Not sure how to improve your funnel’s performance? 

Chat with ConvertFlow’s AI to get recommendations on what experiments to try next.

The AI will ask you which metric you want to approve, such as conversion rate, completion rate, revenue, or AOV, and then remix your existing funnel to create split-tests that incrementally improve performance with each test.

Already have an idea on what to split-test? Click the “Duplicate & Remix” button to provide ConvertFlow’s AI instructions on what tweaks to make, and let the AI remix it for you.

Once you have multiple variants, to start the A/B split-test, allocate a percentage of your funnel’s traffic to your new variant, then schedule an end date for your experiment.

Choose which metric the AI should use to promote as the winner when the experiment ends.

By experimenting with funnels quickly, you’ll find what performs fast, and kill what doesn't perform even faster.

Scale with saved templates and team collaboration

All of your funnel experiments are easily managed for multiple brands using ConvertFlow’s website dashboards and collaboration tools.

Save your own funnel templates, reuse content, add your own AI instructions and invite your team to start launching funnels too.

Got clients? Share your funnel templates with links to quickly import funnels into your client accounts and use AI to start remixing for them.

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How to launch your first campaign

First, head to the ConvertFlow dashboard. Click to create a new campaign, and you’ll have hundreds of templates to choose from.

The top campaign templates you need to launch are front and center, based on data from 100,000’s of campaigns created in ConvertFlow and billions of shopper interactions tracked.

Once you see the perfect template for your website, give your campaign a name and click to create it.

Now, welcome to the funnel builder. With the funnel builder, you can build anything you want, without code. But let’s not get ahead of ourselves, we’ve got a campaign to launch!

Click to edit the text. Use the themes tab to adjust the theme style of your campaign. This allows you to set the styling options of all your text elements, buttons, forms, and more. This way, your campaign’s design will be on-brand in just seconds.

Add, duplicate or remove any elements you want.

Need to add additional funnel steps? Add as many as you’d like.

Launching with a form? Don’t forget to integrate. Connect an integration, and add automations to segment contacts, as well as fire off messages and events in your email & SMS marketing tools.

Launching a popup? Set the trigger settings to pop up based on time spent on page, scroll percentage or even upon exit-intent.

Recommending products? Tell ConvertFlow which Shopify products to showcase with product filters and conditional product recommendations. In one click, shoppers can add products to cart and be guided to checkout.

Don’t forget to save your work, and then preview your changes on desktop and mobile.

Then, add any campaign targeting conditions need to display your campaign to the right audience on your site.

Once we’re all set, click to launch your campaign.

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If it’s a popup, you’ll be able to use ConvertFlow’s 1-click install feature with your favorite website platforms and tag managers.

If it’s a landing page, ConvertFlow lets you set a URL on our servers, your own custom domain or publish pages to Shopify.

And if it’s an embed, you’ll get a simple embed code you can place anywhere on your site.

Once ConvertFlow’s live, sit back and start watching your conversion reports.

Want to experiment your way to a better conversion rate? Run split-tests by creating variants and adjusting the percentage of traffic you want each variant to receive.

The next step

Whether you’re a marketing team of one, or a world-wide brand, with ConvertFlow, launching campaigns is fast and easy, so go create your first campaign today!

And if you need help, we’ve got your back. Chat with us or schedule a strategy session. ConvertFlow's funnel experts are ready to help you scale funnels for your brand.

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