ConvesioConvert – Marketing Automation and Personalization Plugin

The Only Cross-Channel -and Smart!- Marketing Automation Tool for WordPress

ConvesioConvert is a cross-channel marketing automation platform that drives more engagement and sales with advanced segmentation, highly-targeted emails, smart pop-ups and personalized webpages.

• Form a holistic knowledge about your customers by collecting insights from their behavior across all touchpoints.
• Automate your entire marketing from one screen. Skyrocket conversions with smart emails, pop-ups and web pages.
• Boost engagement with industry-leading targeting based on site activity, shopping behavior, RFM, referrer, location and more.
• Advanced personalization, no-code & 100% visual builders, pre-made automation recipes & templates, advanced analytics and more.

What is ConvesioConvert?

The two big challenges in marketing are relevancy and tech stack. It can involve many channels and tools, meaning high costs and learning curves and unharmonized, generic output.

ConvesioConvert is a cross-channel marketing automation platform that unifies everything you need to build, run and measure smart web pages, emails and pop-ups.

The ‘smart marketing’ capacity in ConvesioConvert is made possible through industry-leading targeting accuracy and highly tailored content.

ConvesioConvert is best for…

• Reduce customer acquisition cost via smart landing pages based on geolocation or referring source.
• Collect more leads by showing personalized coupons in on-exit pop-ups.
• Boost engagement with your web pages using personalized greetings, products and blogs based on customer history.
• Drive repeat sales with highly-personalized cross-selling emails.
• Re-engage abandoned carts better by showing cart items and discount coupons in the follow-up email.
• Measure the performance of every campaign by tailored metrics, uncover successful funnels in your website and decide what’s next

Who can use ConvesioConvert?

✔ WooCommerce Stores
✔ Marketing Agencies
✔ Digital Marketers
✔ Dropshippers
✔ All WordPress Websites

What makes ConvesioConvert a game-changer?

💪 The only marketing automation tool to masterfully mix smart with omnichannel

No need for separate tools for email marketing, popup and web pages. ConvesioConvert is the only tool to operate in all of these touchpoints, helping you with less fragmentation, shorter learning curve and lower costs.

💪 Most advanced targeting and segmentation

ConvesioConvert offers the most extensive segmentation criteria with 100+ filters. The similar solutions in WordPress solutions are not even close to this depth of segmentation and targeting. The closest competitor outside WordPress space would be Drip, which is email-only, offers limited segmentation and no web page personalization capabilities.

💪 Pricing

ConvesioConvert offers a noticeably lower price point based on your usage compared to other tools.

• All features are included in all plans and tiers
• No extra fees or extensions for SMTP email delivery
• No extra fees for geolocation targeting
• No extra fees for server storage

4 pillars of smart marketing in ConvesioConvert

1️⃣ Target Smarter With Best-In-Class Segmentation:

ConvesioConvert collects and unifies 360° customer data from different channels based on 100+ filters including:

• Site activity: landing & visited Pages, average time spent, visit count & dates, …
• Shopping behavior: viewed & purchased products, total spent, order count and dates, …
• RFM values (recency, frequency and monetary) and overall RFM score
• Email behavior: number of opens and clicks, specific campaign engagement, …
• Referring source: domain, UTMs, geolocation, …

Create segments with any combinations of these metrics or use pre-made segments such as active customers, bounced visitors, cart abandoners or returning users as well as loyalty-based (RFM ) segments such as loyalist, promising, disengaged, …

2️⃣ Automate Highly-Targeted Web Pages, Emails, Pop-Ups

Create and serve tailored marketing campaigns for every audience segment including tailored webpages, emails, pop-ups and more, all from one powerful dashboard.

Create one-off or recurring automations with single or multiple conditions and actions.

Threefold automation technology (trigger, audience, action) combines real-time behavior (such as placing an order, requesting refund, abandoning a cart,..) with historical records (such as lifetime time spent, total number of visits,…) to create super-rich marketing campaigns with laser-precision targeting.

Alternatively, use these premade automation recipes to form your marketing arsenal in minutes:

• Black Friday email
• Returning user discount pop-up
• Cart abandoner follow-up
• Regionally personalized landing page
• New customer welcome email

3️⃣ Smart Marketing Content: 100% Visual, Zero Coding, Highly Personalized

Faster growth starts with relevancy.

Use a drag & drop builder to build highly-personalized emails, pop-ups and webpages or get started with ready-made marketing templates for every purpose (nurturing, customer loyalty, customer retention and more).

Use dynamic content modules such as dynamic product list, blog list and keywords to hyper-personalize content and skyrocket engagement with your campaign. For example, display:

• Abandoned cart items in your follow-up email
• Related cross-sell items on the homepage based on last purchase
• Discounted products inside a pop-up

Use 30+ dynamic keywords to personalize your marketing content even further.

4️⃣ Track, Attribute & Optimize: Your Entire Analytics in One Place

This is not your usual Google Analytics report! ConvesioConvert marketing and attribution is efficient, comprehensive and value driven.

The ConvesioConvert Reports page provides a general performance report on website engagement, sales, customers and emails with tailored KPIs and comparison charts to measure growth in the time frame of your choice.

Additionally, campaign analytics reports are centrally organized to show engagement and conversions by that campaign separately.

• Pop-ups: views, sign-ups, sales
• Smart web pages: Impressions, sign-ups, revenue
• Email campaigns: opens, clicks, revenue

Powerful attribution reports also measure sign-ups and sales referred from domains, UTMs and geolocations.

How ConvesioConvert compares

Using too many tools on marketing instead of your business? ConvesioConvert can change that.

Save both effort and money by utilizing an all-in-one marketing tool instead of being weighed down by dozens.

ConvesioConvert is an alternative for:

• Groundhogg (see how they compare)
• If-So (see how they compare)
• Logic Hop (see how they compare)
• Jilt (see how they compare)
• MailPoet (see how they compare)
• ActiveCampaign (see how they compare)
• Google Analytics
• Mailchimp
• Mandrill
• Optimizely
  ↓
  ConvesioConvert

More ConvesioConvert features

✔️ Define new user tags and custom attributes

✔️ Manage, import and export your contacts

✔️ Integrate seamlessly with your theme or page builder

• Gutenberg
• Elementor
• Jupiter X
• Divi
• WPBakery
• Fusion Builder
• Muffin Builder

✔️ Integrate with popular WordPress form builders

• Elementor Pro
• ContactForm 7
• WPForms
• NinjaForms
• Gravity Forms
• Raven (Jupiter X)
• Divi
• Beaver Builder

✔️ Integrate with WPFusion

✔️ Works on pages, posts, products and widgets

✔️ White-label your emails

✔️ Public API

✔️ GDPR-Compliant

About

ConvesioConvert is a product of Florida-based company Convesio Inc., the producer of the innovative autoscaling Convesio platform-as-a-service.

Useful Links

ConvesioConvert website
Convesio Blog
ConvesioConvert Knowledge base

Follow Us

• Follow Convesio on X (Twitter)
• Follow Convesio on Facebook
• Follow Convesio on YouTube
• Follow Convesio on Instagram
• Follow Convesio on LinkedIn

Compliance

• In order to work with ConvesioConvert, this plugin will load external javascript dependencies from ConvesioConvert servers. This is needed to execute the service and actions that you have defined in ConvesioConvert.
• This plugin does nothing until you finish setup as explained in the After activation section. You need an account on ConvesioConvert to integrate.

Installation from within WordPress

1. Visit Plugins > Add New.
2. Search for ConvesioConvert.
3. Install and activate the ConvesioConvert plugin.

Manual installation

1. Upload the entire marketing-automation-and-personalization folder to the /wp-content/plugins/ directory.
2. Visit Plugins.
3. Activate the ConvesioConvert plugin.

After activation

1. Visit the Settings > ConvesioConvert menu.
2. Register an account on ConvesioConvert and provide your site URL.
3. Read Terms of Service and Privacy Policy and accept.
4. Your integration with ConvesioConvert service is ready.

1. 

   Analytics for each automation rule

2. 

   Build highly targeted emails with tailored content and zero coding

3. 

   Create one-off or recurring automations with single or multiple conditions and actions

4. 

   Drag-and-drop smart popups with tailored content and dynamic keywords

5. 

   General analytics / dashboard reports

6. 

   Get started fast with pre-made automation recipes

7. 

   Personalize website content with personalized content and products

8. 

   Ready-made email and popup templates for different marketing purposes

9. 

   Target smarter with best in class segmentation

10. 

    Use 3D automation technology to combine real-time behavior with historical records for maximum accuracy in targeting

3.0.0

Released on July 7th, 2024

• Major release under the ConvesioConvert brand.

Upgrade note: Before upgrading to this version, it is advised to remove the previous integration and erase the plugin data.

2.9.0

• Removed deprecated functionality for a faster and more lightweight plugin.

2.8.4

Released on May 14th, 2024

• Marked compatibility with WordPress 6.5.

2.8.3

Released on August 24th, 2023

• Support guest checkouts in WooCommerce ‘Order Placed’ and other order status automation triggers.
• Fixed a rare issue in recognizing guest customers when the ‘checkout completed’ page was reloaded.

2.8.2

Released on August 10th, 2023

• Add support for the new Page View and Product View triggers.
• Import customer addresses when initially integrating with ConvesioConvert.

2.8.1

Released on August 4th, 2023

• Fix errors in some specific circumstances when cookies are not accessible.

2.8.0

Released on April 28th, 2023

• Support creating dynamic coupons, i.e a distinct coupon per customer. The functionality is available in ConvesioConvert template builders.
• Marked compatibility with WordPress 6.2.
• PHP 7.0 or greater is now required. All PHP 7.x and the recent PHP 8.x versions are supported.

2.7.2

Released on February 14th, 2023

• Fixed issues in guest checkouts and collection of marketing email consent in Easy Digital Downloads.

2.7.1

Released on February 7th, 2023

• Fixed the collection of marketing email consent for guest checkouts.

2.7.0

Released on January 27th, 2023

• Added the Checkout Started trigger event to WooCommerce events list.
• Exclude canceled e-commerce orders from reports and analytics.

2.6.1

Released on December 6th, 2022

• Fixed form builder integration issues for Jupiter X (Raven) Forms and Ninja Forms.

2.6.0

Released on November 17th, 2022

• Fixed various form builder integration issues with Contact Form 7, Elementor forms, Ninja Forms, and WPForms.
• Fixed WP Fusion compatibility issues.
  • Note: This will be shipped in a future release of WP Fusion Lite.
• Tested and compatible with WordPress 6.1.

2.5.0

Released on September 28th, 2022

• Support Easy Digital Downloads 3.0

2.4.0

Released on September 16th, 2022

• New real-time events can be used in ConvesioConvert automation, including:
  • User created / User logged in
  • WooCommerce customer created
  • Comment added

2.3.0

Released on June 20th, 2022

• Compatibility with WordPress block themes.
• Fix issues with WooCommerce block templates in ConvesioConvert email unsubscribe page.
• Marked compatibility with WordPress 6.0.
• Improvements to the onboarding experience.

2.2.0

Released on May 17th, 2022

• Add support for the new “Order info” block in emails.
• Minor bugfixes.

2.1.0

Released on March 25th, 2022

• New feature-rich user experience for automations and market segmentation. Log in to ConvesioConvert for more information!
• Add support for automation triggers related to WooCommerce order status change.
• Infrastructure updates and security improvements.
• Marked compatibility with WordPress 5.9.

2.0.0

Released on December 17th, 2021

• New: Guest Customers support
  • You can use ConvesioConvert’s advanced segmentation and filtering, and automation on guest customers and view the relevant reports.
  • After updating to this plugin all your existing guest customers will be synced to ConvesioConvert contacts.
• New: Easy Digital Downloads support
  • In addition to WooCommerce, ConvesioConvert now recognizes Easy Digital Downloads as an e-commerce platform, supporting its downloads, payments, and coupons features.
• Improved infrastructure and codebase.
• Fixed issues in plugin data removal.

1.9.4

Released on November 18th, 2021

• Fixed an error occurring on WordPress Widget Editor screen.

1.9.3

Released on September 1st, 2021

• Fixed Permalinks issue upon plugin activation, that caused some WooCommerce-related pages or other pretty URLs to show a 404 error.
  • If upgrading from a previous version, it is advised to navigate to Settings > Permalinks in WordPress admin area and click the ‘Save Changes’ button once without changing any setting.
  • On WordPress network (multi-site) installations, do the above procedure for the sites on which ConvesioConvert is enabled.
• Marked compatibility with WordPress 5.8

1.9.2

Released on July 14th, 2021

• Improved onboarding experience.

Known issues:

• On WordPress network (multi-site) installations, some permalinks (including WooCommerce product pages and other third-party plugins that rely on permalinks) may show the 404 error after activating the plugin. To resolve the issue, in the WordPress admin area of the individual sites, navigate to Settings > Permalinks and click the ‘Save Changes’ button without changing any setting.

1.9.1

Released on May 31st, 2021

• Fixed issues in ConvesioConvert email click tracking.

1.9.0

Released on May 24th, 2021

• Improved consent checkbox UI in WordPress sign-up and WooCommerce checkout pages.
  • The checkbox is now closer to Register/Checkout buttons.
• Internal logic improvements for data handling.
• Changes to WordPress plugin off-boarding experience.
• Marked compatibility with WordPress 5.7 and adjusted the color palette.

1.8.1

Released on April 19th, 2021

• Improved site integration status display in admin page.
• Fixed marketing email consent detection on new user registrations.
• Fixed consent field submission for Contact Form 7 and Gravity Forms.

1.8.0

Released on April 6th, 2021

• New: EU consent and marketing email consent checkboxes can now be displayed in WordPress and WooCommerce sign up and check out forms.
• Improved logic of form integration functionality (with Elementor Pro, Raven (Jupiter X), Gravity Forms, WP Forms, Ninja Forms, Contact Form 7 and Divi Email Optin module) and fixed minor issues.

1.7.2

Released on March 23rd, 2021

• Fixed an issue with relative include paths.

1.7.1

Released on February 19th, 2021

• Added DNS prefetch for ConvesioConvert URLs.
• Fixed an issue with rewrite rules on WordPress network (multi-site) installations.

1.7.0

Released on February 9th, 2021

• Added integration with Divi Email Optin module.
• Improved page loading performance by reducing the size of ConvesioConvert scripts and loading them asynchronously.
• Fix compatibility issues with Elementor forms and Jupiter X Raven forms on Elementor 3.1.0 and later.

1.6.0

Released on January 21st, 2021

New features and highlights:

• Compatibility with WP Fusion
  • ConvesioConvert is now one of the supported platforms in WP Fusion, allowing integration with 100+ plugins and services.
• Integration with Jupiter X Raven forms
  • This feature requires the recent Jupiter X version 1.22.0 or higher.
• Subscription forms in ConvesioConvert popups no longer create users on WordPress
  • As a better alternative, now you can see the full list of subscribed users in your ConvesioConvert dashboard → People page.
  • In addition, ConvesioConvert no longer associates Guest Checkouts with registered WordPress users. The list of your guest customers is always available using ‘Subscription Method’ filter in People page.

Improvements and fixes:

• Improved e-commerce analytics for displaying popups and personalizing content.
• Fixed compatibility with WP Rocket and Cloudflare Rocket Loader services.
• Collect reason of plugin deactivation.
• Marked compatibility with WordPress 5.6.

Read our blog article to keep up with our latest features: What we shipped last in 2020: Cross-channel automation for your segments, new WordPress integrations, automation recipes and more.

1.5.0

Released on January 5th, 2021

• Real-time segmentation of visitors for popups and content personalization!
  • This augments the existing feature of segmenting visitors and sending personalized emails.
• Support WooCommerce upsell and cross-sell products in emails and personalization builder.
• Integration with more WordPress form builders:
  • Contact Form 7
  • Gravity Forms
  • Ninja Forms
  • WPForms

1.4.0

Released on December 7th, 2020

• Integration with Elementor Pro > Form element

1.3.1

• Fixed issue with WooCommerce abandoned cart detection on WordPress network (multi-site) installations

1.3.0

Released on October 28th, 2020

• Immediate personalization: Improved rendering performance of personalized elements in the page.
• Improved rule execution performance.

1.2.11

Released on September 28th, 2020

• Added compatibility notice for caching plugins: We’ll let you know if we find out a plugin is not fully compatible with ConvesioConvert and provide some ways to workaround the issues.

1.2.10

Released on September 15th, 2020

• Improve compatibility with some caching plugins, including SG Optimizer.

1.2.2

Released on September 1st, 2020

• Supports the ability to email the customers their abandoned cart contents, or display the cart contents on the visited pages using the Personalizer feature.

1.2.0

Released on August 5th, 2020

This release contains a number of improvements to segment your visitors to personalize their visiting experience. New features include:

• Deliver personalized content, popups and emails to customers who bought specific products, or products from a specific category;
• Segment your customers based on their currency, payment method, and whether they purchased as a guest;
• Target visitors that landed on a specific page of your site or visited specific pages for email marketing;
• Find visitors that spent the most time on your website, or those being mostly active in specific days of week;
• Run email campaigns for users that did not engage well with your previous emails for a chance to return them.

In addition, it is now possible to configure ConvesioConvert to send emails from your own domain and brand. Visit your Site Settings in ConvesioConvert dashboard for more information.

1.1.0

Released on June 26th, 2020

• 🎉 New: Segment your visitors based on more than 50 attributes and behavioral patterns. Available now in your ConvesioConvert dashboard.
• Fixed: Compatibility with a number of WordPress cache plugins and non-WordPress caching solutions.
• Fixed: PHP notice when syncing posts and products list.