Convertr Blog

Platform Walkthroughs

By - February 27, 2019

It is important to us at Convertr to offer the best service. With the mentality in mind, to improve the user experience and interaction of the platform, we have recently partnered with WalkMe to power in-platform walkthroughs and tutorials.

As you may have seen already, walkthroughs and tutorials are already available through a button in the bottom right hand corner of the platform, with some users already using the new feature. However if you are yet to give it a go, just click the ‘Walk Me Through’ button.

 

The walkthroughs range from ‘Campaign Creation’ to ‘How to add a Value Transform’, allowing you to search for anything specific you are looking to learn.

Below is a working example of a walkthrough:

We continue to grow the library of helpful tutorials, walkthroughs and guidance for all of the available functionality that we have to offer.

For further assistance or support on how the ‘WalkMe’ functionality works, please reach out via support@convertr.io.

Value Transformations v2

In our v1 rollout of our value transforms functionality, we enabled the user to automate the process of appending additional data to a lead. For example, if you were to capture the value for company size of '1 to 10' but the client only accepted '1

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Enterprise to Enterprise v2

A couple of years ago we announced our first release of Enterprise to Enterprise functionality - a new way for our clients to deliver leads to other Convertr client systems. As many Publishers use Convertr to capture, format and manage their leads,

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LinkedIn Connected App

Back in November last year, you may have noticed a new menu item in the main navigation of the Convertr platform. Our Connected Apps section received a promotion (previously being tucked away within a Campaign) after the Product team finalised an ex

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