Frequently Asked Questions

What is an Email Sequence?

A set of emails that you can automatically deliver with a delay (hours or days). They are normally used to do outbound outreach, prospecting, generate calls or meetings with potential clients, follow ups, onboarding, educate customers, or simply get your users to take one specific action.

What is a Bulk Email?

A Bulk Email is a blast email (one-time email) you send, or schedule to be sent at a specific date and hour, to a specific segment of your contacts.

What is an Automatic Email?

An Automatic Email is an email that is triggered based on web behavior: when any of your contacts execute an event, fills out a web or Facebook form, visits a URL, enters or exits a segment, etc. The possibilities to automatically trigger an automatic email are unlimited, so that you can customize it to fit your business requirements. These are also known as auto-responders, or transactional emails. You can configure them from the ConvertLoop Web App or ConvertLoop’s API.

What is a Web Notification?

Web Notifications are pop-up messages that you can display in different positions in your site. which are triggered by your visitors’ behavior. You are allowed to set up the appearance (via our editor or your own HTML and CSS) of the pop-up message, the segment you want to show them to, the trigger, the specific pages you want them to appear in, their position on the screen, their display timing, etc. They serve to communicate with both unidentified visitors (you do not have their email address yet) and identified visitors (you already have their email address). You can include all sorts of items in them, such as forms, images, videos, text, and any call to action you want.

Do I require the Web Tracking and Analytics Service to use Web Notifications?

Yes. You can learn more about it here.

What is a Contact?

A Contact is a person that you have identified on ConvertLoop with an email address. There is no contact duplication in ConvertLoop, because the same email will always refer to the same person.

How many Contacts can I have on ConvertLoop?

As many as you want in any of the ConvertLoop Services. Different fees may apply for the Email Marketing Automation Services based on the number of your contacts.

How many Contacts can I have in ConvertLoop with the Email Marketing Automation Service?

As many as you want. Check the fees that apply based on your number of Contacts.

How many Contacts can I have on ConvertLoop with the Inbox Automation Service?

As many as you want. With ConvertLoop Inbox Automation, you can have unlimited contacts, you just pay one fixed price of US$19 /mo.

How many Contacts can I have in ConvertLoop’s Web Tracking and Analytics Service?

As many as you want. You will have a single visitor profile per any unidentified visitor (you do not have their email address yet -also known as "Guest"-) or identified visitor.

What is a Guest?

A Guest is any visitor to your website whose email address is still unknown, because it has not been captured yet.

How many Guests can I have

As many as you want.

How long does a Guest last as a Guest in the data base?

Up to 90 days or until you capture the Guest email address which turn them into Contacts. Guests older than 90 days will be automatically deleted, because there is a high probability that they are people who are no longer interested in your business, given the fact that they haven’t given you their email address during that period of time.

What is a Collaborator?

A Collaborator is a member of your team that you want to invite to your ConvertLoop account with no extra charge. You can add unlimited Collaborators.

How many emails can I send per month?

You can send unlimited emails. Below you will find more detailed responses based on the specific ConvertLoop service you may have activated.

How many emails can I send per month with ConvertLoop’s Email Marketing Automation Service?

You can send unlimited emails. The fee for this service is based on the number of Contacts that you have.

How many emails can I send per month with ConvertLoop’s Inbox Automation Service?

You can send unlimited emails per month. Daily quota limits will apply based on your email service provider Gmail(500/day), Gsuite(2000/day), Office365(2000/day) . If you reach your daily quota limit, ConvertLoop will automatically schedule the emails that have not been sent for the next day, when your quota will be liberated by your email service provider.

How many emails can I send per month with ConvertLoop’s Web Tracking and Analytics Service?

You cannot send emails with ConvertLoop’s Web tracking and Analytics Service. To send emails, you need to activate either the Email Marketing Automation Service or the Inbox Automation Service.

What is an Inbox Integration?

An Inbox Integration is the authorization you give to ConvertLoop to send automatic emails from your inbox email service provider (Gmail/GSuite/Office) and to detect when someone replies to any of your emails, so that we can automatically remove that person from an email follow up sequence -in case you have selected the option to remove that person on reply-.

How many Inboxes can I integrate to one ConvertLoop account with the Inbox Automation Service?

As many as you want. With ConvertLoop Inbox Automation, you can connect as many inboxes as you want to the same ConvertLoop account, you just pay one fixed price of US$19 per each inbox integrated per month.

What is an Event?

An Event is any action that a visitor to your website has executed, and which you want to track. You can use the events to trigger automatic messages or make business decisions.

What is a detail of an Event?

Sometimes you need to record additional information related to an Event. For instance, if you track an event called "Bought credits" you may want to know the "Amount of the purchase", "Number of Credits", and "Payment Method". This additional information related to an event is the detail of the event. In ConvertLoop’s API, you will find these details as the Metadata object for the Event.

What is a Profile Tracking History?

It is the unique history of executed events and personal information for each individual that you are tracking in your website or product.

What are the advanced filters?

Advanced filters are one of ConvertLoop’s most powerful features that allow you to group your contacts the right way. You have unlimited access to ConvertLoop’s filters to segment your contacts. You can group people based on what they do, what they still haven't done, when they do it, how many times they do it, their location, personal information, or any attribute that is relevant to your business.

What is a Segment?

A segment is a specific group of people you filter from your Contacts, using ConvertLoop’s powerful advanced filters.

What is an email Template?

It is the layout and content of an email that you can reuse in any campaign.

Can I access advanced Segment Reports using the Email Marketing Automation Service?

No. You need the Web Tracking and Analytics service to access the advanced reports for your Segments.

Can I access advanced Event Reports using the Email Marketing Automation Service?

No. You need the Web Tracking and Analytics service to access the advanced reports for your Events.

Can I access advanced Segment Reports using the Inbox Automation Service?

No. You need the Web Tracking and Analytics service to access the advanced reports for your Segments.

Can I access advanced Event Reports using the Inbox Automation Service?

No. You need the Web Tracking and Analytics service to access the advanced reports for your Events.

Can I access advanced Segment Reports using Web Tracking and Analytics Service?

Yes. When you have activated ConvertLoop’s Web Tracking and Analytics Service, you can access unlimited advanced reports for your Segments.

Can I access advanced Event Reports using the Web Tracking and Analytics Service?

Yes. When you have activated ConvertLoop’s Web Tracking and Analytics Service, you can access unlimited advanced reports for your Events.

Can you help me move from my old provider?

Yes! You can easily migrate all your contacts from your old provider using CSV or Excel format. If you need any help, one of our expert will be happy to help you with the switch.

How many Apps/Domains/Products can I have under one account?

You can have unlimited Apps/Domains/Products under one ConvertLoop account. This is ideal for marketing agencies that need to manage several clients at the same time.

How does the set-up work?

The onboarding process will guide you along ConvertLoop’s initial setup. Additionally, you can contact us at [email protected] if you feel lost at any time, and we will be glad to schedule one or more video calls with you, if required.

How does ConvertLoop’s Customer Support work?

We will reply to your support requests in an average of 1-3 business days. You can contact us anytime at [email protected]

How does the Free Trial work?

You have 14 days of Free Trial. After that, you pay as you go for the services you have activated in your ConvertLoop Account (Email Marketing Automation, Inbox Automation, or Web Tracking and Analytics). If you are not happy, you can cancel your service at any time by clicking on the Cancel button found in the interface of your ConvertLoop account. You can also send an email to [email protected] and we'll take care of you.

How and when am I going to be charged?

You will be charged on a monthly basis only for the services that you have activated in ConvertLoop during the current month. You can cancel any service at any time, and the prorated value will be calculated based on the number of days of the month you used each service. The charges apply at the end of each month based on the services you have and how many days you have used them during the month.

Is your payment secure?

Yes it is. You are in the best company because we use Stripe to process all our payments. To know more about Stripe secure payments, check out their site.

How can I cancel my account?

If you are not happy, you can cancel your service at any time by clicking on the Cancel button found in the interface of your ConvertLoop account. You can also send an email to [email protected] and we'll take care of you.