Hai già un database clienti o un elenco di contatti e vuoi importarlo su ConversionControl per poterci lavorare sopra? Se hai la possibilità di esportare o convertire questi elenchi in un file di tipo CSV, allora tutto questo è possibile grazie alla funzione Import! Vediamo ora come importare i tuoi contatti su ConversionControl passo passo: …
Once the invoicing module in ConversionControl has been set up, with this tutorial you will learn how to test and emit automated invoices from your funnels. If you still haven’t configured the invoicing module, read this article. 1. Setup ConversionControl to emit only manual invoices Before we start, make sure that, under “Billing Options” in the …
Una volta settato l’account, in questo tutorial andremo a vedere quali sono le modalità di funzionamento della sezione di fatturazione su ConversionControl. Se non hai ancora configurato la fatturazione, leggi questo articolo. 1. Impostare ConversionControl per emettere fatture in modalità manuale Prima di partire, assicurati che, nella schermata BILLING OPTIONS tu non abbia ancora attivato …
1. Billing options From the left menu, click on “Settings” and then on “Billing Options“. The following page should be divided in 4 sections: Immediate Billing: used to activate automated invoices. See next chapter. Management Automatisms about Missing Data: This option determines how your customer will be asked to fill in missing billing informations. Option …
ConversionControl gives you the opportunity to send automated email from your agents when they are assigned to a new task: to make sure this works correctly, you first need to connect your SMTP provider to your ConversionControl account. If you don’t already have a SMTP provider, we advise you to create a free one from …
Tramite ConversionControl è possibile mandare mail automatiche personalizzate a nome degli agenti che ricevono un nuovo task: per poter far questo è però necessario associare un Provider SMTP al tuo account di ConversionControl. Se non ne possiedi già uno, ti consigliamo di attivare gratuitamente Sendgrid da questo link: https://signup.sendgrid.com/ ATTENZIONE: la seguente procedura è stata …
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 …
We added the “Click to Call” feature in ConversionControl to speed up your agents work by allowing them to click on a telephone number and send it directly to their smartphone insted of having to write it down. Here is how to connect your phone to ConversionControl. Chrome + Android If you use the Google …
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 …