Category: CRM

As an entrepreneur, the most important question you should ask yourself when you launch a campaign is: What’s the return, in terms of conversions or sales, of this campaign? The best way to answer this question is thorugh UTMs (Urchin Tracking Module), which are searchable through ConversionControl. What are UTMs? The UTMs allows us to […]

WARNING: If the “Address Book” feature is not present in your account, contact us at support@conversioncontrol.ai Address Book is a feature in ConversionControl that allows you to add and edit all the info about a single contact your organization is in need of. Navigate to Settings>Address Book In the following page, click on “+ Add […]

Sometimes you are in need of manually adding a single contact or customer in ConversionControl in order to have him managed by your agents. To manually add a contact in ConversionControl, the first thing you have to do is navigating to CRM>Contacts from the left menu. Under the filters on the right you should see […]

In ConversionControl, it is possible to create a personal account for every agent working on your contacts.The agent will have access only to the contacts the system assigned to him following the rules you have set. You can also create personal access for other types of agents, such as a customer care agent that has […]

Every agent has 3 ways to check the new contacts that have been assigned to him: 1. EMAIL For every contact that is assigned to him, the agent will receive an e-mail with all the contact information. 2. DESKTOP PUSH NOTIFICATIONS The agent can also activate Desktop Push Notifications to be notified about new contacts […]

Oftentimes High Ticket sales do not occur online, but through a salesman. Here is the procedure you should use to avoid losing sight on these important customers: From the left menu, select “CRM” and click on “Backend Products”. Click on the blue button “+ Add New” Add name and description for your product. Then, in […]

In ConversionControl, each project is considered the container of everything you want to keep monitored as a whole. In other words, you should use a single project for what you want to get metrics, keeping them distinct from the rest (this is true for both products and lead generation) . – Different funnels and ads […]

STEP 1 – CREATING AGENTS From the main ConversionControl menu select “Leads” and then “Agents” then click on the “+ Add New” button Fill in the fields that are presented (those with an asterisk are required): Name and Surname (*) Email / Username (*) Password (*) Phone Number Calendly URL Activity Status (*) In the […]