This article was last updated on the May 8, 2018.
In this article, we'll cover some usage examples of how you can utilize ConvertPlus within your X or Pro powered site. We'll mainly be focusing on how to use ConvertPlus and so may skip over some finer details.
Note: This article covers only a small portion of what you can achieve with ConvertPlus, make sure you take a look at the official documentation which is linked to in the Documentation section below to explore the full possibilities of this powerful tool.
Make sure you have ConvertPlus installed and activated, you should then see the ConvertPlus menu item in your wp-admin. But when you activate ConvertPlus for the first time, it'll take you to the getting started screen like this:
As we mentioned further up, we're only going to cover how to use ConvertPlus and not every option it provides, to learn more about ConvertPlus check out the official documentation here for the PDF version and here for the website version.
Use Cases for ConvertPlus
ConvertPlus is an extremely flexible plugin that provides UI elements such as Exit Intent Modal Popups, Notification Bar, Slide Ins that are designed to boost conversions on websites including:
- Exit Intent & Two Step Popups
- Notification Bar, Slide Ins
- Integration with mailers like MailChimp, Aweber
- Easy A/B Testing
- Built-in Analytics
Use cases include:
- Build the email list, get more subscribers.
- Promote your offers, share news, drive traffic.
- Get feedback from abandoning visitors.
- Convert more visitors to eCommerce websites.
- Or simply, use it to create a cool modal popup on your website.
In the first example, we're going to set up one of the default modal designs and change the text on the modal buttons.
Creating Your First Modal
Once you've landed on the getting started/welcome screen, you'll see options such as modules and registration, these are explained in the official documentation. So we're just going to get started with adding an opt-in form to our site.
Go ahead and click on Let's get started. This will take you to choose the theme/style for your modal:
Select any style you like to create your modal with, you can also preview the modals by hovering over each one and clicking on Live Preview.
Then when you click live preview, you'll see the preview of the modal in the admin area like this:
For the purpose of this article, we're going to use the Flat Discount 20% off today only modal. Once you've chosen the modal style you are going to use, you'll be taken to the design section like this:
As you can see on the left-hand side there are various options that on click dropdown to display more options. We won't cover all of these, but you can find out more about every option in the official documentation in the Documentation section above.
You'll want to click on the Name and fill that in, the Name will appear in your WordPress dashboard analytics for ConvertPlus allowing you to keep track, so make sure it's something memorable!
Next to all the design options on the far left are three icons, these cover Design (what we've just covered), Behaviour (When the modal should show and how) and lastly Submission (how you collect the leads, default form, custom form etc). All this is explained in depth in the plugin documentation.
One interesting possibility with the behavior options is the Launch With CSS class:
This would allow you to add a button in Cornerstone, with a custom CSS class, then use that same CSS class in the behavior option, allowing it to be launched on click for example. So if we open up Cornerstone on a page we want to add a button to, add the button to your page and then scroll down the button settings in Cornerstone until you get to Class, enter your class name here so we'll go with custom-modal-trigger. Like this:
Now if we add that into the launch with CSS class option of ConvertPlus, clicking our button will then trigger the modal. Creating endless possibilities between ConvertPlus and Cornerstone.
Next up we are going to change the text though before we save our ConvertPlus modal, we'll change the text from AVAIL NOW to Send me a coupon!. To do this, just click in front of the text which will bring up the CKEditor like this:
Now all you need to do is backspace the current text and then just type your new text. Once that's done, click on the save button:
Once saved, click on the bottom icon to view your site:
Once you've clicked that icon, you'll see a notice asking you if you want to publish the modal or not like this:
Click on Yes, Let's Publish It. Now when we visit our website, we see the modal popup showing like this.
If you head back to the wp-admin, under the ConvertPlus menu item, you'll see the various menu options it provides, if you click on Modal Popup that will take you to the main modal screen, where you can see all modals you've created and also pause, schedule and edit them.
As you can see ConvertPlus has a wide array of options allowing you to create the perfect popup forms for your site.
Connecting Mailchimp With Your ConvertPlus Modal
To integrate the ConvertPlus to the Mailchimp you will need to follow the steps mentioned here.
Since version 2.0.0 ConvertPlus has included a wide range of add-ons that can be installed via ConvertPlus > Addons.
Installing an add-on is as simple as clicking on Install, the addon is then automatically downloaded and installed from the ConvertPlus servers. It is also activated automatically rather than requiring you to activate it from wp-admin > plugins.
While v4.3.1+ of X include some plugin integration to remove notices to register your plugin, if you are still getting notices, you can navigate to /wp-admin/index.php?page=bsf-registration&author in your WordPress installation and reset your install so that ConvertPlus no longer shows these notices.
Users will frequently inquire about the version of ConvertPlus being utilized within X or Pro. Because of the way that we are utilizing the plugin in X or Pro, it should be noted that the version of ConvertPlus included with the theme is made intentionally for numerous reasons. The following is just a few of the reasons why we do not always utilize the latest version of the ConvertPlus plugin:
Stability – Newer versions of software do not always equal greater stability. Oftentimes there are undiscovered bugs that are introduced with certain versions and are unknown until the product has been released to the public for some time. The version of the plugin that we bundle with the theme is more or less guaranteed to work without any issues as we take a great deal of time to test all functionality thoroughly before releasing it along with the theme.
Release Cycles – While we try to include the latest version of ConvertPlus with each release, occasionally the release cycle of the plugin will prevent this from being possible. Essentially, since we have no idea when ConvertPlus will be releasing new versions of the plugin, we cannot plan our releases around this. Because of this, if we have already begun the process of finalizing our release and submitting it to ThemeForest for review while ConvertPlus is putting out a new version of the plugin, that version of the plugin will not be able to make it into the theme until the next release at the earliest.
Not Always Necessary – Some of ConvertPlus's releases have only included simple "bug fixes" without any huge additions or modifications to the rest of the plugin. Because of situations like this, it is up to our discretion whether or not a new release will make it into the theme or not based on the nature of the update.
Because of these reasons (among others), there is no need to register your license for ConvertPlus if you happen to have one. In fact, doing so is discouraged in order to prevent any potential conflicts when updating, as previously mentioned. If you happen to see a notification in your WordPress admin panel asking you to register ConvertPlus upon activation, simply dismiss this notice.
Hopefully, the information provided above has helped you to gain a better understanding of what to expect from utilizing ConvertPlus within X or Pro. Ultimately, there are a few things to take away from this article:
- ConvertPlus is an extremely powerful and flexible plugin that will assist you in creating the perfect website.
- The version of ConvertPlus included with the theme is an unmodified version of the plugin.
- We do our best to ensure that the version of ConvertPlus included with X or Pro is as up-to-date as possible; however, this might not always be the case based on the reasons listed in the "Bundled Version" section above, which includes stability, release cycles, and the fact that not all updates are necessary.
- Any questions concerning the usage of a ConvertPlus feature should be directed to the online documentation referenced in the "Documentation" section above.