ConvertFox Guide:
Complete Tutorial for Beginners

Marketing Automation has become an essential part of EVERY business type.

Be it eCommerce, Email Marketing, Content Marketing, Social Media Marketing, Search engine marketing or web agencies, and you must use marketing automation.

If you aren’t using Marketing Automation for your business, you’re in serious trouble.

Marketing automation is the key to grow your business rapidly without hiring more people or spending more time.

ConvertFox is a Marketing Automation software and an all-in-one messaging platform for your marketing needs.

You can do email marketing, provide live chat support for potential clients, automate sales process and customer onboarding easily with ConvertFox.

Want to know an alternative to Intercom?

You bet.


Click Here to pin this image to Pinterest

ConvertFox is an alternative to Intercom and vast majority of other online marketing automation & live chat software.

In this guide, you will learn,

  • check
    How to set up ConvertFox on your website
  • check
    How to set up live chat widget on your site
  • check
    How to use ConvertFox for email marketing
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    How ConvertFox can help with collecting more leads and ease customer onboarding process
  • check
    How to increase revenue by automating more than 75% of tasks and hypersegmentation using ConvertFox
  • check
    More ways to use ConvertFox to grow your businesses

Set up ConvertFox

Step #1: Sign up for ConvertFox

First of all, you have to create an account on ConvertFox.

It's simpler than creating a Google account. No phone number or credit card is required.

The best Part is ConvertFox has a 21-Day risk-free guarantee.

Which means you can sign up to ConvertFox without adding your credit card details!

ConvertFox currently has TWO pricing tiers: Basic and Pro.


Considering the prices of competitors especially Intercom, ConvertFox is very cheap for most people. If you want to get started for free, you can sign up to Basic plan. But, it won’t include “Marketing Automation” feature which is the most important part on the platform.

ConvertFox offers 21-Day free trial. Sign up for ConvertFox Pro 21-Day free trial to follow other steps.

Step #2: Add Project

Once you create your account on ConvertFox, the next step is to create your first project.

A Project could be considered as “One Root Domain” that is allowed to manage on ConvertFox. You can install the Live Chat widget on multiple domains under the defined root domain. (ex:,,,

So, you could manage live chat, messages, broadcasts, and users of several custom domains in one project.

A ConvertFox account could hold multiple projects. One project for each domain.

To create your first project, click on “Add Project” button.


Add Project to ConvertFox. 1 Project = 1 Domain (could manage multiple sub domains)

Now add the details as below. Double check to ensure the entered domain is correct because you are going to install the tracking script on the particular website given and you might not be able to change domain name later on easily.


Step #3: Install Tracking Code

Once you created your project, you will be seen the tracking code to install. If you are using WordPress to manage your website, you can install ConvertFox WordPress plugin.

ConvertFox WordPress plugin

Make sure to add project id in WordPress plugin setting page.

Add Project ID to WordPress ConvertFox Plugin Settings Page

If you’re using a blogging platform like Blogger, Tumblr or a website management tool like Wix, Weebly, you can copy and paste the JavaScript code just above </head> tag.

Expand toggle bars below to learn how to install ConvertFox tracking code on your blog or website.

Install ConvertFox Tracking Code in Blogger

Install ConvertFox Tracking Code in Tumblr

Install ConvertFox Tracking Code in Wix

Install ConvertFox Tracking Code in Weebly

Now you have successfully integrated ConvertFox on your website. The next steps are to set up ConvertFox settings.

Live Chat

Live Chat is one part of ConvertFox

In fact, most people I know just use Live Chat alone for their businesses.

Once "Chatbot" is released, you can automate most tasks using Live Chat feature alone.

Till that happen, you can manually chat with your website visitors and customers.

Customize Live Chat Preferences

Welcoming website visitors in Live Chat is not only a great way to build trustworthiness, but also to give a good first impression to your visitors. Your website visitors might not know about you or your company mostly.

How about introducing you, your company and notify how you can help people out? Awesome, right?

Yes! Also, it will eventually turn into a good conversation.

Here's how to customize Live Chat Widget preferences.

Click on “Configure” under Messager in settings.

Configure Messenger Settings: ConvertFox

You will see options to customize your live chat widget appearance.

Change Messenger Appearance

After customizing the look of the widget, click on “Messenger Settings” tab.


In this page, you can customize where your messenger will show up, set default language and timezone and available chat hours.


If you want to show ConvertFox Messenger or Live Chat widget on certain pages (or essential pages) only, then you can give paths of them here.


Reply time, time zone and supported languages are other important settings of Live Chat widget. You should define them correctly to save time of both of you and visitor.


Create Chat Prompt

Chat Prompts is the best way to get visitors attention and get them to start a conversation with you or your support team.

In ConvertFox, you can create a chat prompt very quickly and set rules to show up based on page, visitors, and users.

By intelligently using this feature alone, you could reduce churn and boost average order value per customer which was something hard to do.

Here are some cases.

  • Offer discounts, free trial or 1-on-1 consulting with the customer 
  • Ask questions about a feature (to get customers’ opinions about a new feature)
  • Increase conversion rate by popping up chat prompts on essential pages of your website such as Pricing, features, demo page
  • Help potential customers to pay you conveniently or remove any doubt (if have) by simply displaying "How may I help you?" chat prompt on checkout pages. I use ThriveCart to process all transactions and they allow add custom JS scripts to checkout pages.

I am sure that you've seen chat prompts in product pricing pages of different services in numerous times. 

Ever throught why they do it?

(Because simply it works)

Personally I believe that Live Chat is a more personal direct response marketing channel than Email Marketing and ROI of Live Chat is higher than most communication methods. The only downside is it takes more time from your side to maintain conversations. However, AI facilities and ChatBots will make Live Chat another automated task.

Here's why I think Live chat is more personal and could increase profits rather than any other persuasion channel out there.



Live Chat



Speed of Initial Response

Real-Time Engagement

Waiting Time for Customer

Ease of Use

Can be tracked/monitored

Save on Resource

Apparently, I am not wrong. According Live Chat Analytics & ROI report by WhosOn, 70% of buying experiences are based on how the customer feels they are being treated. Live Chat has the highest response time ever. Also, customers feel they are just a few clicks away from contacting you. Hence they feel safe and have the anonymity (No personal information are required to share). 

Not only that, WhosOn has found that average order value increased 35% or more with Live Chat assistance. That's a huge increase considering the strategy and resources are used. 

The effectiveness of Live chat comes down with right use of "Chat Prompts." In others words, asking question in the right time, at the right moment for the right user with right angle.

To create your first chat prompt, click on “Chat Prompt” under Messager in settings and then click on "New Chat Prompt" button.


Add your prompt message.


After adding the message, scroll down the page a little bit and change settings for prompt chat appearance.


Just below of Chat Prompt timing, you can set up trigger conditions.


You can combine multiple conditions for a trigger. For example, show chat prompt for Active Users from the United States who have viewed at least 5 pages and currently is on the Pricing page.

By understanding your prospects and the right customer avatar and your sales process, you can narrow down targeting level to the bottom and personalize customer onboarding process not only to increase conversions but also provide a good user experience.

How many times have you seen irrelevant chat prompts on websites?

It’s a killer for conversions.

Use ConvertFox Chat Prompt correctly at the right moment to get most out of it.

Start a new conversation on click

One simple trick to increase replies and engagements and also provide a good user experience on your website is to let users contact you whenever they are ready.

The best way to do it is through using ConvertFox JavaScript API. You can check out the documentation over here.

But, I will show you a simple way to utilize ConvertFox JavaScript API to start a live chat and do some more fun stuff!

Start a new conversation when clicking an link

Here’s a sample HTML code to show ConvertFox messenger prominently when someone clicks on a link.

Don't forget to contact us via <a href="#" onclick="'openNewConversation')">Live Chat</a> to get free 15 minutes call.

Use it with an image.

<a href="#" onclick="'openNewConversation')"> <img src="/img/Chat-Icon.png" /></a>

Or a button.

<a href="#" onclick="'openNewConversation')"><div id="btn contact-us">Start a Chat!</div></a>


Events is another term for 'Actions."

Here are some examples:

  • A Person from Florida visited your local business website pricing page - An Action is taken - So, an Event!
  • An Email subscriber watched first two videos of your 7 video training course. Yet, somehow was unable to watch the third one - Actions are taken (Watched two videos) - Hence, an Event is made!
  • One of your blog subscribers visited "Download Page." But, he didn't download PDF file. - An action is taken - So, another event is made!
  • A paid customer changes his password - An action is taken - So, another Event is made.
  • A Paid customer upgraded to VIP membership plan - A specific action is taken - An Event is made!

Now, you see the pattern. Events are actually set of actions. Here are few examples...

  • Person visits your contacts page (1st action), enter contact details & message (2nd action) and hit send button (3rd action) - Person send you a message (an event is made)
  • A person subscribed to your email list (1st action), confirm their email address (2nd action), clicked on download link in the welcome email & visit download page on your website (3rd action) and download lead magnet (4th action) - New subscriber downloaded lead magnet (an event is made)

I hope now you get the idea what the Events are. Calling An Event is a set of actions is good for further uses. When you use Events for complex operations, the understanding how basically Events are made of is really important.

To Events happen, there should be triggers. In most cases, Triggers are actions which are made by either system or user. 

Events is like a cable which connects your website, product/service, marketing funnel and marketing plan with ConvertFox.

ConvertFox tracks and identifies each environments, situations and special moments through Events.

Here are a few examples:

  • Clicked on a specific CTA like payment button and visited a special page like checkout page - ConvertFox understands its a potential customer
  • A subscriber upgrade from free plan to Pro plan. Hence, subscriber becomes a customer. - ConvertFox identifies a new customer
  • A customer purchases OTO (One Time Offer) and 6 month 1-on-1 consultation (High ticket offer) in your funnel - ConvertFox identifies a VIP customer

Based on each Event type, you can create actions to be operated. ex: If "Paid Customer" Event is made, move subscriber from "Free Content" campaign to "Premium Content" campaign (for example).

Create an event

Here’s an example event to track people have gone through the process I mentioned above. (Customer buy OTO and then show page for high ticket offer)

To identify users accurately by using this method, you have to add a query to your HTO (High Ticket Offer) page. 

Ex: <a href=””>Link to HTO Page </a>

In this example, I added "oto-purchased=1" query. 

When creating a new "Event" in ConvertFox account, add a new query filter.


You can set multiple events to track what actions are taken by customers. Which will ultimately help you to finetune marketing plans.

Events are such a powerful weapon in ConvertFox. It allows you to narrow down your audience targeting specifically, let’s say by activity-level, and segment users send them over to customer nurture pipeline.

Not only that ConvertFox has a tool called “Event Visualizer” which lets you track users based explicitly on their activities are done on your website.

Track Custom Events

If you run a SaaS business, sales funnel, eCom business or any type of online Business that involves in funnels, you should utilize “ConvertFox Custom Events” feature.

It’s so powerful and can be used to track, identify and even fire some custom triggers based on actions.

However, to track custom events, you have to use "convertfox.track()" JavaScript function. So, if you are not familiar with JavaScript, I would suggest to hire a freelance coder or learn a little bit about JavaScript on Codecademy or W3Schools.

Here’s one case scenario you might utilize convertfox.track() function.

Identify user purchase values and plans they have subscribed to.

convertfox.track("Lead", {
plan: “freemium”,
accountType: "Free"
  • Lead - The name of the custom event.
  • Plan - The first property. You can add more than one feature.
  • Freemium - The first property value.
  • AccountType - The second property.
  • Free - The second property value.

You have to add this to your thank you page. So, once any person subscribes to a free pan, he or she will be linked to the “Lead” event.

Then, you can set an automation rule in “Automation” in ConvertFox to send customized emails to get them to subscribe to a paid plan.

convertfox.track("Pro-Annual", {
plan: "Pro Annual",
accountType: "Premium"

This custom event will set custom attributes (or replace existing ones) for a paid annual subscriber.

Here’s another one.

convertfox.track("Pro-Annual", {
plan: "Pro Annual",
accountType: "14-Day Trial"

And another one.

convertfox.track("Pro-Annual", {
plan: "Pro Annual",
accountType: "30% OFF Lifetime Premium"

Once you have setup Events, you can target users who have done, and hasn't done Events under audience filter section in campaigns.

You can learn more about ConvertFox Event Tracking over here and read the Help Docs over here for other helpful guides..


Most valuable tasks on ConvertFox is based on tagging.

Using tagging alone, you can manipulate specific actions for targeted users.

In facts, tags are used on most places on ConvertFox such as emails, custom events, automation and live chat.

In this step, you have to have a clear plan on what tags to use on your ConvertFox account.

For example, Newsletter Subscriber DOI and Chat Lead SOI. (Note: DOI stands for Double Opt-In, and SOI Stands for Single Opt-In)

Filter Audience Based on Tags

Also, you can add specific tags based on lead magnet too.

Ex: “Content Marketing Checklist,” “Free Affiliate Training,” “Top 101 Emails Subjects PDF”.

And tag users based on the campaign they have subscribed to.

Ex: “JV Partners,” “ABC Product Launch Formula,” “Marketing with Pros” and “Beginner’s Guide to Email Marketing”

ConvertFox Automation engines let you add or remove tags based on events, campaign fulfillment, and user activities.

Ex: If a user visits Pricing Page, then add tag “Potential Customer.”

Also, on the contrary, based on individual tags, you can move users between email campaigns too.

Ex: if the tag is “Premium User,” then remove tag “Free User” and move to campaign “Customer Onboarding - Premium.”

See the potential of “Tagging” feature on ConvertFox?

Tags in ConvertFox

Having a marketing strategy before importing users to ConvertFox is the key to manage users wisely and efficiently.

After importing subscribers to your ConvertFox account, you can tag users.

Create a Drip Campaign

ConvertFox has email marketing capabilities. As it deeply integrates with your website, you can create action and interest based drip email campaigns for laser targeted audience.

For example, if someone has already subscribed to your blog newsletter and if he/she fulfilled a specific event (like viewed your product features and pricing pages), you could move the potential customer to particular drip email campaign, so you can nurture them along with targeted content about your product.

Another example is following up people who have chatted using ConvertFox Live Chat widget and subscribed. (ex: dropped their email address for chat notifications)

You can ask further questions to improve customer support service and/or introduce new product or service you may have.

I personally started using ConvertFox, so I had to move from GetResponse to ConvertFox. I have been using GetResponse for more than a year. And I am particularly happy with the service. However, features and tools in ConvertFox make it more comfortable to use the platform, and undoubtedly ConvertFox is more potent than GetResponse.

Create an drip Email Campaign

To create drip email campaign, you have to click on “Emails” tab in the left sidebar of your ConvertFox account and then click on “Campaigns” tab.

Create Drip Email Campaign in ConvertFox

I have already created my first campaign. So, I will click on “Add New Campaign” to create another email drip campaign. You will see a button on the same page to create your very first email drip campaign.


Enter a name for your campaign. It’s used for your identification uses only. Make sure the campaign name indicates what your drive is about. For example, customer onboarding, free 14-day trial, premium customers - Gold level.

Type Campaign Name

In next section, you will have to select an audience who will receive emails in this drip campaign.

You can target audience in various ways. Tagging is one of my favorite.


Or you can target people who have already subscribed to a drip campaign. (ex: people who have subscribed to blog updates and you want to send use cases and case studies about your service)


In the last section, you can set a goal. In this example, I have set “Premium Customer” tag as the goal. 

Once you’re done setting the drip campaign, click on “Save” button.

Save Campaign

Click on “New Email” to create the first email message for your drip campaign.


In this page, you can create the message. 

Make sure to test your mail by sending it to your email accounts.


After creating your message and setting up the interval between the previous email, click on “Save” button. If you want to send the first email immediately after the user signup, enter "0."

Here’s a drip campaign I have created on ConvertFox.

Drip Email Campaign in ConvertFox

Always test emails in a drip campaign. You will not ever know which set of message perform better unless you’re doing A/B testing.

set up custom attributes

You may want to collect custom data from customers than the default ones. Ex: Nickname, Favorite color, Favorite Book, etc.

Here’s how to set up custom attributes.

Go to Settings >> Custom Attributes.

Click on “Add New Attribute” button.

Add details and click on “Save” button.


Import Users

ConvertFox supports imports via CSV and MailChimp. If you’re using an email marketing software like Aweber, GetResponse, ActiveCampaign, and ConvertKit, you can import contacts to ConvertFox through CSV upload method.

To start importing subscribers to ConvertFox, click on “People” and then “Import” button. Select “from CSV” option from the drop-down list.

Import Users to ConvertFox

Upload the CSV file of contacts and set proper fields for ConvertFox. Naturally, ConvertFox will correctly identify the name, email, IP address and country fields. However, you may have added a custom field in the previous autoresponder software. So, map them out in the next screen and finish importing users.

Upload Users to ConvertFox

Once you’re done, go to “People” tab and see if every subscriber is on the page. It may take a few minutes to finish importing users. Once it’s done entirely, you can tag them based on list and behaviors.

For example, I have imported Pitiya newsletter subscribers from GetResponse to ConvertFox. Those subscribers are double-opt-in leads. So, I tagged them out so I can clearly understand if the user is an imported lead.



ConvertFox’s automation engine is the powerhouse or the Engine of ConvertFox.

It connects each tool in ConvertFox and executes operations automatically based on triggers, so you can implement set-and-forget rules to operate functions to grow your business.

Currently, there are 11 Triggers and 11 Actions. And the number of triggers and actions will grow up once ConvertFox improves.

Automations in ConvertFox

Here’s an example.


Once above automation is active, anyone who submits “Tumblr Switch Blogs form” will be tagged as “Tumblr Switch Blog Subscriber” at first and then will be added to “Tumblr Switch Blogs” email campaign by ConvertFox.

You can also add users to multiple campaigns too. And there are no limits of actions you can implement in one automation.

With ConvertFox Automation, you can implement more user-specific operations.

Here are a few examples.

  • 1
    Send a reminder email to subscribers who haven’t downloaded the lead magnet or watched a specific video in a training series.
  • 2
    Send an auto message such as a coupon, free trial, or live demo for potential customers who haven’t completed the sign-up process.
  • 3
    Send segmented emails such as lead magnets, downloads based on each action. (ex: if you’re running a video training course, send cheat sheet or something like valuable for people who finished following a specific activity such as watching a particular video)
  • 4
    Remove unsubscribers entirely from ConvertFox system, so you won't be charged extra fees.
  • 5
    Move people from campaign to another when a custom field is changed.

If you think naturally and out-of-the-box, you will brainstorm a lot of ideas to improve your sales funnel by using ConvertFox Automation feature.

Create A Sign Up Form

ConvertFox has native integrations for a few web applications, tools, and software. You can easily integrate your ConvertFox account with your lead generation software and send subscriber details to ConvertFox via API.

However, if your lead generation app doesn’t have direct integration facilities with ConvertFox, you can just create an HTML email sign up form for ConvertFox and embed on your website.

How to create a hTML email sign up form

Here’s How to create an HTML email sign up form.

Click on “Forms” tab and then “New form” button.

Enter a name for your new form and select the desired form type. You will see a preview of a basic signup form on your screen.


If you are using a WordPress plugin like Thrive Leads, selecting basic “Lightbox” will be enough. Because you only need to grab the HTML code for signup form.

Also, if you’re using a funnel builder like Clickfunnels, you just need the HTML code of email sign up form. So, selecting “Lightbox” as the form type will be sufficient in most cases.

In “fields” tab, you can add more input fields to the signup form. In this example HTML form, I added “Name” field. Your changes will be shown up on the right side.


In “Confirmation Settings” tab, select either “After Every Subscription” or “Only to new subscribers” option. These options will enable double opt-in, and your subscribers will receive a confirmation message to confirm their interest in receiving emails.


Double opt-in is an essential part of GDPR (General Data Protection Regulation) for most businesses. You can customize the confirmation message in ConvertFox. However, make sure you’ve placed the confirmation link prominently in your email.

In "Post SignUp" settings, you can set up a custom message to display in default thank you page or set a custom thank you page. Ticking the option "Send Subscriber data to post submission page" will send input data to your custom thank page defined in "Redirect URL" field.


Now, select “Embedded” tab and copy the HTML code for email sign up form.


Click “Save and Exit” to use it with your lead generation tool.

How to Add ConvertFox Email Sign Up form using Thrive Leads to Your WordPress Blog

Thrive Leads is my favorite lead generation plugin for WordPress. I use it on all of my WordPress sites.

If you are using, Thrive Leads and Thrive Architect to create squeeze pages, landing pages and email sign up forms, then follow the steps below to add ConvertFox signup form to your WordPress blog.

Add "Lead Generation" box in Thrive Architect to workspace.


Click on "Connect Form To Service" link in the Thrive Architect Editor.


Click on "Switch to HTML Integration" button at the bottom of pop box.


Now copy and paste the HTML code for email sign up form you created in above. Then click on "Continue" button to finish embedding HTML signup form to your WordPress blog.


Here's how my HTML email sign up form looks just after embedding.


Now you can edit the email subscription form fields, labels, placeholders as you want. 

You can follow the exact same steps to create 2-step email subscription forms too. I recommend checking out Thrive Architect tutorials in your account to learn tips and tricks to use Thrive Architect and Thrive Leads for lead generation.

How to integrate convertFox email signup form to other Web page builders

There are tons of marketplaces to buy premium WordPress themes and page builder plugins. Elementor, Visual Composer, Divi Page Builder, and MyThemeShop Page Builder just are a few of them.

And there are also dozens of website page builders online. To name a few - ClickFunnels (most popular funnel builder online), InstaPages, New Kajabi, LeadPages, Convertri, Simovely, Kyvio.

Most of those page builders support HTML form integration. So, if your app isn't yet direct integrated with ConvertFox, you can use HTML form method for now.

In addition to HTML form integration, ConvertFox has Zapier integration. Therefore, with the use of Zapier, you can integrate with hundreds of other apps including Google Spreadsheets, ConvertKit, ActiveCampaign, and ThriveCart.

Next Steps

  • check
    Enable Drip Email Campaign.
  • check
    Subscribe yourself to see whether & how it actually works.
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    Set up an automation to automatically delete unsubscribers.
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    Tag users who subscribed to a specific campaign and remove the tag or modify it whenever someone completes the campaign.
  • check
    Set up Outbound email address (Optional). Learn more about DKIM (DomainKeys Identified Mail) over here and SPF (Sender Policy Framework) over here. Setting up Outbound email addresses will dramatically improve deliverability rates of your emails.
  • check
    Invite a new teammate to provide live chat support to your website visitors.

It's time!

Now, this is the end of ConvertFox guide...

...How'd you find it useful? Have any question?

Please share your ideas about using ConvertFox and questions in the comment form below.

Chamal Rathnayaka

A blogger, Growth Hacker, and Internet Marketer since 2012. Chamal Rathnayaka is the founder of this very site and he's sharing his experience and knowledge on Internet marketing through Pitiya blog. Send him a message on

  • Wow! Thank you so much for the most comprehensive guide for Convertfox 🙏

  • Marnie says:

    Very helpful! Thank you! Just getting started with ConvertFox and you have created an excellent resource for that.

    • You’re welcome! I am too using Convertfox Live Chat and marketing automation functionalities on a few websites. Let me know if I can help you with anything. 🙂

  • Lucas says:

    You are amazing dude!!

    I just want to know:

    How can i set a goal for checking if the user opened a email or clicked on a link inside my email?

    I’m only limited to tags on this task?

    Thanks bro!

    • You’re welcome Lucas! I am hoping to update the Convertfox guide for the newest version with new tips and tricks.

      You can set up a goal for each email (broadcast, auto message or drip email message) easily.

      At the bottom of email message creator, you should see an option to set up a goal for the particular email. Select an activity you’d like to track (ex: belonging to an audience segment, fulfilling an event or a basic ones such as opening the email and clicking a specific link) and set up your goal.

      Click here to see an example.

      Let me know if you have any question. 🙂

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