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Active Conversion Support Documentation

website·Indexed 31 days ago

https://support.activeconversion.net/

Support resources and video tutorials for the Active Conversion platform, covering CRM management, email and text marketing, pipeline tracking, workflow automation, website and funnel building, calendar scheduling, and chat widget integration.

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What's inside Active Conversion

  1. Overview of the ActiveConversation Chat Widget

    The chat widget allows you to add live chat functionality to websites, funnels, and external sites (such as WordPress). It serves as both a communication tool and a lead generation tool. When a visitor fills out the chat form with their email or mobile number, the information is automatically imported into the CRM, enabling a two-way conversation between the business and the customer via the conversations panel.

  2. Overview of ActiveConversion Workflows

    Workflows are automation programs used to replicate manual tasks for a team. They can be triggered by specific customer actions (e.g., filling out a web form) and can execute a sequence of automated responses and internal notifications. Common use cases include sending free vouchers after a form submission, managing support tickets, and executing long-term follow-up campaigns.

  3. Overview of ActiveConversion platform capabilities

    ActiveConversion is an all-in-one business platform providing the following core capabilities:

    • Outbound Messaging: Automated delivery of emails, text messages (SMS), and ringless voicemails.
    • Funnel & Website Building: Tools to create high-converting funnels and multi-page websites directly within the application.
    • Communication Tools: Integrated chat functionality for websites and a two-way communication system for interacting with customers and prospects.
    • CRM: Full-fledged Customer Relationship Management to store lead/customer data and track interactions.

  4. Build websites, funnels, and capture leads with Sites

    The Sites section provides a built-in website builder for creating multi-page websites and multi-step funnels. Additionally, this section is used to manage memberships, forms, surveys, and the chat widget. The chat widget can be embedded on funnels/websites created within the platform or on external sites (e.g., WordPress blogs), sending captured conversations directly into the CRM.

  5. Segment audiences using tags

    Tags are used to segment your audience and quickly identify relevant prospects. This allows you to target specific groups—such as past customers or opted-in prospects who haven't purchased—for targeted email campaigns or text messages.

  7. Automate customer interactions with Workflows

    The Workflows section allows you to build dynamic follow-up systems that respond based on customer actions. You can send text messages, emails, and ringless voicemails. The platform includes pre-built workflows, such as a 'missed call text back' program that automatically texts a lead when a call is missed.

  8. Create and manage custom fields in the CRM

    Custom fields are used to store specific information about a prospect or contact that is not covered by default fields. You can create these in the Settings menu to capture data such as a prospect's 'core challenge' or other specific business needs.

    To create a custom field:

    1. Navigate to Settings > Custom Fields.
    2. Select Add a custom field.
    3. Choose the field type (e.g., Text, Phone Number, Multiple Options, Radio Boxes, or Check Boxes).
    4. Provide a name and an optional placeholder for the field.

  9. Manage online reviews and presence with Reputation

    The Reputation section enables you to send review requests to prospects and customers via automated programs. It provides tracking for the number of requests sent, average ratings, and a 'reviews received' area to monitor positive and negative trends. This section also includes a listings service to manage business information across various online platforms.

  10. Monitor campaign performance via the Dashboard

    The Dashboard provides a high-level '30,000 foot view' of active campaigns. It displays key metrics such as the number of opportunities and the total value of incoming leads, allowing users to assess campaign health at a glance.

  11. Create and manage custom values for business information

    Custom values are used to store global information about your business (such as current discount codes or special offers) that can be inserted into any communication without being tied to a specific contact's CRM record.

    To create a custom value:

    1. Navigate to Settings > Custom Values.
    2. Add a name for the value (e.g., 'Special One') and the corresponding value (e.g., '15% off').
    3. Use these tags in your templates or messages to quickly update a promotion across all communications by changing the value in one place.

  12. Manage business reputation and reviews

    The Reputation dashboard allows business owners to monitor their online presence. Once integrated with Google My Business and Facebook, the dashboard displays received reviews, average ratings, and AI-driven sentiment analysis (positive or negative). Users can manage reviews, track invite goals, and view review trends.