ConvertLead Questions

Log in to ask a question
Showing 1 - 20 of 93 questions

Q: Hello Support Team, I purchased the highest Tier here on Appsumo.

When I visit your website, there is no contact us or customer support option. Since you are no longer on Appsumo, how do I submit my questions?

thomas.anthonyPLUSAug 4, 2023
See detail
Share
Helpful?

Q: Hi Ali, can I import my jot form leads without buying a subscription from Zapier?

EXPERTICOPLUSMay 23, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: To confirm, it's best to check with Zapier about available free options. Another option is to utilize a webhook alongside Pabbly.

Share
Helpful?

Q: Also after reading questions I found this one as a key feature: "Twilio integration is fine, but incoming calls only arrive on mobile phones.

It is therefore less practical than a CRM which opens the contact's file with all its history, etc."

This was your response:

"Regarding Twilio integration, we route incoming calls through Twilio to the assigned agent's phone number, ensuring that each lead is connected with their assigned agent. If an agent is not logged into the app or has a poor internet connection, they may miss the call, potentially resulting in a lost sale or missed opportunity."

I personally think that one of the reasons why we use systems like this is to be able to be disconnected from work when is time to do it.

When using this feature we are tied to the mobile phone 24/7 which is unrealistic since, as I said, we all need personal time and your co-workers aren't your slaves and need time off as well 😜

Are you planning to make incoming calls to ring on desktop app or mobile app only instead of user's mobile phone? I guess user may have the option to have the call forwarded to their mobile phone (if option is activated) when call is not answer or when away from desk, but I really think this should be an option to be selected by user for the time they want to have it activated.

Also, not sure how it works with overseas CSR as their number is not an US number.

Waiting for your reply.

Thank you

MFFMLSPLUSMay 20, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: We are considering adding a snooze feature for this, but we are still debating if having incoming calls in-app is a good idea, sales-wise. We will be thinking about the best way to approach this, though.

Share
Helpful?

Q: Hi there, Just curious...

if I purchase 8 codes are you including the ConvertLead (Agency) plus the Traffic and Lead generation master class and the Social Kickstart (Agency Edition)?
Thank you

MFFMLSPLUSMay 20, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: Unfortunately, no, those are separate products that aren't offered by us (they are partner products)

Share
Helpful?

Q: Hi Alex / Ali I have purchased 8x Codes and look forward to use the platform with clients.

I appreciate that we have access to the same things as Ali mentioned below. I notice that only a few templates are accessible in 'Pages'. If we have access to the same things:
*All templates unlocked
* All future templates included

Can the templates be unlocked please. Would I need to contact support to let them know I am an Appsumo buyer to achieve this.

Cheers Mark

We offer the same things, but only here, at AppSumo you pay a one-time price while the other is a recurring offer.
It is also worth noting that all agencies now get 20 projects and 15 domains.

fe26a5374f0b49ceb254ab2da83998f7PLUSMay 21, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: You have access to around 20 templates right now, with more being added daily; that is all we have for now in our page builder.

Share
Helpful?

Q: Hi Alex Can you please explain the benefits of purchasing this deal on Appsumo (say 8 codes) to the 'bundle' ...

deal that is being promoted by various affiliates at the moment. It also appears from the comments that the number of pages/websites hosted is a sticking point. I think the bundle offers 20 of these for much less than the 5 offered here for Tier 8? One think Sumolings know is what is and isn't a good deal. Can you up your limits re pages to keep Sumolings on board. Cheers and appreciated. Mark

fe26a5374f0b49ceb254ab2da83998f7PLUSMay 19, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 14, 2024

A: We offer the same things, but only here, at AppSumo you pay a one-time price while the other is a recurring offer.

It is also worth noting that all agencies now get 20 projects and 15 domains.

Share
Helpful?

Q: Hi Alex A final question from me.

Are you planning to allow us to add our Open.ai API into the software? Cheers Mark

fe26a5374f0b49ceb254ab2da83998f7PLUSMay 20, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: Unfortunately, no, not at the moment. However, you can signup for a monthly words subscription.

Share
Helpful?

Q: Hi Alex Further to my previous question re this Appsumo deal and the 'bundle' deal doing the rounds, I notice ...

the bundle deal includes KVLeadz. Does this Appsumo deal include this? As mentioned we Sumolings know a good deal when we see it and hoping KVLeadz is inlcuded. Cheers and appreciated Mark

fe26a5374f0b49ceb254ab2da83998f7PLUSMay 19, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: KVLeadz isn’t our software, and thus we can not include it in the deal.

Share
Helpful?

Q: Hi Alex, A few final questions.

1)Intergrations (Incoming leads)
a)Web form: Is this a ConvertLead web form you can put on any site with a code snippet?
b)If my website form is Send In Blue form - can I use the Zapier webhook to capture the details for the newly inserted contact from the insertion into Send In Blue?

2)Agents > Multiple companies (clients)
a)Can one agent be part of multiple companies. If I wanted to be an 'agent' for 2 or more companies (with 2 codes and above) is this possible?

b)Can agents only see leads or campaigns they are assigned to, or can they see all leads part of the 'company' they are assigned to?

3)Nurturing/Automation
a)With the STMP email that will come from your domain - in the automation part do you set up email templates using captured variables i.e Hi [Name]?
b)I presume any emails sent via the STMP email intergration in ConvertLead will still appear in your email 'sent' folder?

4)Mobile app
Is the main purpose of the mobile app so you can
a)login as an agent and respond to leads
b)or is it for the admin account holder to get an overview of activity?
c)or both?
d)Are there any features currently only in the web platform and not in the current version of the mobile app?
d)What are the next stages of development on the mobile plan?

Regards,

Matt

Matt_S_HPLUSMay 17, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: Thank you for putting forward such thoughtful questions. Let me get to them straight away.

1.
a - Yes
b - Yes, I believe Zapier has a Sendinblue zap, and you will be able to send from Sendinblue to ConvertLead.

2.
a - Yes
b - They can only see leads assigned to them and their response time; nothing else from the company is shown to the agents.

3.
a - We don't have variables yet, but we will add them very soon.
b. The emails sent via SMTP will show up in each lead timeline. We don't use an inbox system as the other CRMs do, but we register all agents to lead interactions in their timeline/lead history.

4.
a - Yes
b - for the admin too, but the people that will use the mobile app the most are going to be the agents - they have a special, simple, lead-oriented dashboard for them to call and handle leads easily.
c - Yes (read b above)
d - The page builder can't be used inside the mobile app. And the reminders are only available in the mobile app (so they are missing in the web app).
e - I guess, for the mobile app specifically, we're going to add a calendar for each agent account and a booking widget through which leads will be able to book a call.

I hope that all your questions are answered to your satisfaction.

Share
Helpful?

Q: Hi Alex/AppSumo, Will this deal be available to plus members for an additional 3 days?

Thanks,

Matt

Matt_S_HPLUSMay 16, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: My apologies for the delay in answering your query but I had to get the confirmation from AppSumo first.

I can now confirm that yes, all deals stay on for an additional three-day period for plus exclusive members.

Share
Helpful?

Q: Hello again, Whilst cleaning my gmail I came across this email from back in Thu, Sep 22, 2022 a launch date ...

of ConvertLead and here's a webinar video from back then https://convertlead.com/launch-replay

I assume this is the same product? So I'm wondering if the Whitelabel has been in the works since then or as of recent?

Dimitrios

pandazis.comPLUSMay 16, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 14, 2024

A: To clarify, the white label isn’t under active development as of now. Our entire focus is on the Pages. The white label is on our roadmap and we will be working on it once we have a viable strategy that allows users to fully experience the white label version of ConvertLead.

Share
Helpful?

Q: Hello, I purchased 8 codes, and so my question is: How is this reseller https://getpagesdeal.

com/bundle able to get many more projects and many more domains than what we get from this AppSumo deal?

Also, do you have a simple PDF instruction manual of where to begin such as a step-by-step document from a-z for successfully setting up of ConvertLead?

As well, from what sources and how can leads be added into ConvertLead? As I have multiple incoming sources, such as QR Codes, Optin Forms, Membership forms, Newsletters etc.

Dimitrios

pandazis.comPLUSMay 16, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 14, 2024

A: Regarding the reseller you mentioned, what you see on their website is a recurring offer (part of a private promo), not a one-time deal like the AppSumo offer. Still, we have decided to increase the maximum number of domains in our agency plan, and we will be bumping all existing agency accounts (please contact the support desk if you don’t see the increased number of projects and domains) to match the number you see on that page, that is 20 projects and 15 domains.

We currently don't have a PDF instruction manual available. We highly recommend that you refer to the extensive knowledgebase and go through all the things in there whenever you need assistance with particularly the Getting Started video. It’s like a very thorough manual and we keep adding to it and so it’s great place to master ConvertLead and the power it offers.

In terms of adding leads to ConvertLead, you can do so from multiple incoming sources such as QR codes, opt-in forms, membership forms, newsletters, and more. As long as the source supports webhooks or Zapier integration, you can easily connect it to ConvertLead and capture leads.

Share
Helpful?

Q: Hey!

Is “Pages by Convertlead” that’s launching 5/16 @ 11am (when this deal closes?) the same thing as your new landing page builder, a completely different product, or not your product at all?

If it’s yours, can you tell us more about it? Will AS users get any special access?

Also, will this deal (Convertlead) be available to plus members for an additional 3 days?

Lou_SasslePLUSMay 14, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 14, 2024

A: You already have access to it; it’s just a public release. There are no differences from what you already have.

Share
Helpful?

Q: ETA for GDPR compliance?

Can't use otherwise

f55c71ca33564d678e5b95dfb2f9fc84PLUSMay 13, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: At this time, our team is focused on developing and adding more features to the ConvertLead. Unfortunately, we can't provide a specific ETA for GDPR compliance.

Share
Helpful?

Q: I know there's been a lot of confusion around the page limits.

With $5 per domain per month, is it unlimited pages for that specific domain?

Thank you!

b4225f8ba506440d9644e30212baa536PLUSMay 12, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: Just to clarify, the $5 per month fee for a custom domain includes hosting for one project, which means you can build as many pages as you want within that project. However, all the pages you create will be hosted under the same domain.

If you want to host multiple projects with different domains, you would need to pay $5 per month for each project and custom domain.

But the good news is that you can export the pages you create and host them on your own server if you prefer, so there are no limits on the number of pages you can create and export.

Share
Helpful?

Q: When you added landing pages and broke the news that only 5 would be included no matter the tier, I went and ...

checked to see if future features were included.

Since the deal terms state that they "ARE", can you please clarify what if any features you plan to develop for your agency pro tier? I now see that you won't be including some or all of the "white label" features either.

It just feels like you aren't really planning to include much on today's functionality - or at least that's the fear. But when we buy a deal on AS, it's a risk, so we clearly expect reward if you survive.

Lou_SasslePLUSMay 12, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: We would like to clarify that we do plan to include all the features that we have promised. However, we won't be able to give unlimited access to all of them depending on what features we are releasing and the cost for us to sustain them.

That being said, we are giving our users unlimited pipelines for their agency and their clients with all the features that come with them. We are also including the AI widget, but not with unlimited words, for obvious reasons.

We would also like to mention that not many page builders give you the option to build as many pages as you want and export them for use on your own hosting. Most of them try to keep you paying their monthly fees, but we don't. You can export as many pages as you want, and you'll only pay for the projects hosted by us (project + custom domain at 5 USD per month). You can easily use just these 5 projects to create and export unlimited pages.

We would also like to inform users like yourself to know that we are giving you access to ALL the features. There is no plan in our app with unlimited websites and domains; this is the maximum that you are getting

We hope this clarifies any doubts you may have had.

Share
Helpful?

Q: Hi Ali Regarding everyones issue relating to the number of landing pages, Brizy.

cloud (their Pro version is just a small monthly fee and for $39 pm gets you for unlimited sites to custom domains)

Im guessing, if using our own site bullder(s) for Landing Pages & Funnel sites, as we get leads fill in the page opt-in, putting prospect details into our own thrid party CRM system, then also via webhooks or Zapier could push them into Convertleads...then set up and run automation campaigns. Is that doable? as gets around your page builder limits.

I'll try your single user Tier 1 for right now to try things out....I understand you have a roadmap, however your unable to currently share when this will be made public...altough likley some good things in the pipeline!

We build landing pages & funnels as an agency and I could see this could be handy for an Ad agency clients to measure the pipeline of calls that our Ads & pages create when people call in.

Anyhow I would like to ping you an email as have something to dicuss offline, if you can advise an email to reach you direct. Thanks! Andrew ( Webmasters digital

MTGPLUSMay 11, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: You can reach out to us at our support desk and we can continue the discussions from there. And yes, what you are suggesting is doable.

Share
Helpful?

Q: Hi Alex, Thanks for your previous help.

From reading the comments here could you please clarify my understanding on the following:

1)Clients/Custom domains
a)Clients are companies you manage, which increase with each code stack and there is a total of 5 custom domains that can be used?

b)Is the point of the custom domains, the ability to provide:
(i)a landing page with their domain?
(ii)a login url for one of these clients that has there domain, i.e leads.clientcompanydomain.com?
(iii)and send alert emails out with the domain MX record from Convertlead?
If I've misunderstood please let me know.

b)What happens if you stack 3 codes or more, what happens after the 5 custom domains are used, does that mean you cannot generate any more landing pages? Would you consider an post-deal additional add-on that can be used as needed in these situations?

c)I presume clients can be removed in the future when work with them is finished, freeing up the spot (and custom domain if applicable).

2)Intergrations
a)Are you considering adding much to the intergrations in the future is the platform more focused on using API/Zapier to import leads? As I've mentioned I would love to see intergrations with SendinBlue (now Brevo) and Encharge which many Sumolings purchased previously.
b)Can Zapier be used to export leads at a specific point/event (i.e after responding/clicking a link etc)?

3)Pipeline
a)Could you let me know what additional features the upcoming pipeline will bring?
b)Will all the features be available for this deal, or only 2 codes upwards?

4)Comparsion with Special Pilot Program plan
Is there any differences between this plan on your website and stacking 3 codes here (to get 10 clients)?

Many thanks,

Matt

Matt_S_HPLUSMay 8, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 14, 2024

A: Let’s get to your questions right away.

1. As to your first question, yes, clients are basically companies you manage (called companies inside the app), and you can get unlimited of these that you can add and manage inside ConvertLead. Any company account you add inside ConvertLead will get its login user and password, and it will be able to use the app freely (as a company account).

Custom domains are basically custom domains (www.yourdomain.com) that you connect to projects hosted by us (a Godaddy domain, for example). People will be able to access a project by entering your customdomain.com URL in their browser, and the pages will remain hosted by us, and you won't pay any hosting fees.

Projects created inside our page builder can also be exported and hosted on your host with no restrictions.

To send emails with your domain, you will need an SMTP provider i.e. SendGrid, which will ask you to verify your domain and from email and then you will be able to add these for each company account from the company edit modal (SMTP integration).

b. You can only have a maximum of 5 projects in your dashboard as part of this AppSumo deal (this is more of a bonus because the page builder wasn’t initially included in this AppSumo deal). Please feel free to contact our support desk to upgrade for more.

c. Yes, they can be. Client management is flexible, but domains and page builder projects are separate from your company accounts/clients.

2a. With webhook and Zapier integrations available, we believe we have already covered a lot of ground, so native integration with specific tools isn’t a top priority at the moment except for, let’s say, platforms like Pabbly. If there are enough requests for a platform (like for Pabbly, we got a lot of requests), we will try to add them.

2b. Integrations are meant to send leads into Convertlead and not outside of Convertlead.

Zapier can be used to send leads into ConvertLead (not from ConvertLead to another platform) using triggers. These triggers are specific to the apps you use to send the leads from.

3a. The pipeline feature has been introduced inside the Leads page. It allows you to create a sales pipeline by defining multiple stages. For each stage, you can set up an action to be performed via the stage automation feature.

As the stages are created, you can drag and drop each lead in the required stage.

These pipelines help you simplify and accelerate your sales process.

3b. Unlimited pipelines are already available for all AppSumo deals.

4. No, there is no difference. The only difference is that on our website, you can not get unlimited clients, while on Appsumo, with 8 codes, you can.

We hope your questions were answered to your satisfaction.

Share
Helpful?

Q: There has to be some idea when whitelabel will be deployed.

Can you give some indication of timeline?

If we buy ConvertLead now, will we get the whitelabel option included later without extra payment?

carolyn98PLUSMay 9, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: While we can't promise an exact timeline, we plan to have the white label out by the end of this year, although we will try our best to release it much earlier.

It is also worth noting that the white label option will be a separate purchase and won't be included in the current deal for free.

Share
Helpful?

Q: Why is there no whitelabel offered if agencies are to use this software?

That is a BIG oversight. Are you planning to bring whitelabel?

carolyn98PLUSMay 8, 2023
See detail
Founder Team
Ali_ConvertLead

Ali_ConvertLead

May 15, 2024

A: We completely understand your frustration but as stated elsewhere in the questions white-label solutions are on our roadmap, but we cannot provide an exact date for their release at this time. For now, we are focussing completely on the page builder of ConvertLead.

Share
Helpful?