The Conversion Cloud Support

The Conversion Cloud! 

    • Popular Articles

    • Platform Overview

      Welcome to YOUR Application Platform! The application platform allows users to view the performance of their campaigns, modify the available modules displayed within the SaaS (software as a service) app, and connect with customers. A company logo is ...

    • Dashboard Specifics

      The platform landing page is the company Dashboard. The Dashboard is displayed in the main window of the platform. Change the date range displayed by the data on the dashboard by using the Period Selector or Date Range Drop-Down at the top right of ...

    • How do I add appointments to my calendar?

      Appointments can be added directly to you or your customer's Google, Outlook, or Apple calendar by clicking “Add to Calendar” within the confirmation email for the appointment.   Looking for automation?   Sync your company's Outlook or Gmail Calendar ...

    • Modify an Email Template

      Custom Email Template Overview Note: Email templates appear after apps are enabled. Not all apps have a corresponding email template. Modify an App Email Template Log in to the Dashboard. Scroll down to and click the Company tab on the side menu, ...

    • Autofilled Placeholders

      Inserting placeholder text in confirmation emails ensures a personal touch and that information provided is consistent across all platforms. Note: Insertion fields insert exact data from other locations within the dashboard. Example: A ...

    • Recent Articles

    • RentCafe v2 Access Instructions

      This document contains instructions for a customer to obtain access credentials for integrating with Conversion Logix. Conversion Logix can integrate with a customer’s RentCafe v2 environment to push lead information including details, appointments ...

    • Funnel Leasing CRM Integration

      Summary: The Conversion Cloud can send leads to a customer's Funnel Leasing account. What does the integration do? Populates your Funnel Leasing account with an inquirer's first name, last name, email, and phone number Set appointment date and time ...

    • List Segments

      Target groups of leads with specific offers that meet their needs! In order to send Blast emails, companies need to create List Segments to organize their leads. These segments can contain both internal and external leads and can be exported, edited, ...

    • Blast Schedules

      Send your leads a one-time email about upcoming events, opportunities, and offers! In addition to the drip schedules, companies can send out one-time Blast emails. These emails can be sent both to internal and external leads either immediately or in ...

    • External Leads

      Keep ALL leads up to date with your community! With Lead Nurturing, companies can import external contacts that did not convert to leads via The Conversion Cloud to send blast emails. These leads are stored in the Advanced Search tab of the Lead ...