1. How to Set Up Your Account



Welcome to Convertri! First of all, here are a few tips to help you get the most out of the platform:

Tip 1. The Convertri platform is designed for Chrome. You can use other browsers to edit your pages, but it won’t work as well. However, your published pages will look good no matter what browser you’re using. If you don’t have Chrome, you can get it here for free here: https://www.google.com/chrome/browser/desktop/

Tip 2. Convertri will create a mobile page for you automatically. But, because we give you a lot of page layout freedom, we can’t guarantee the elements will automatically go exactly where you want them when the mobile page is generated. So, it’s a good idea to spend five or ten minutes adjusting elements on the mobile version before you hit publish. Remember to check new elements have added properly whenever you edit.

Tip 3. We’re here to help! We’d love to tell you Convertri was 100% bug-free and nothing would ever go wrong - but we’re constantly adding new features and updates as our users suggest them – a few screws are bound to come loose. If you have any problems, please get in touch with us at support@convertri.com. We’ll do our best to get back to you within one business day.

Now, to set up your account.

Set a Password

You should have received an email with a link to set up your Convertri password. You can use anything you want, as long as it’s more than six characters. Make sure it’s something memorable – it’s easy enough to change later, but who wants the hassle?

When your password’s set, you’ll be automatically logged in. By default, Convertri will keep you logged in on that browser until you tell it to log out.

Set Up Your First Domain

Convertri works on a system of Funnels and Pages.

A Funnel is a group of pages, usually designed to sell one product or one product plus upsells, downsells etc. You can have unlimited funnels within any site.

Pages are, of course, individual pages within your funnels - sales pages, opt-ins, checkouts and a thank you page. You can have as many pages as you want.

Funnels and Pages are published on domains. These domains can either be convertri.com subdomains or your own custom domains. When you first start using Convertri you’ll set up a convertri.com subdomain to publish your first pages and funnels.

The first time you log into Convertri, you’ll see a screen like this:

This is where you create your first site on a convertri.com subdomain. Any pages published on that site will go on a URL for example, if you typehouseplants in the box, your pages will be published on houseplants.convertri.com

It’s good to use your brand name, or something related to the product you’re selling. If you’re not sure yet, just enter your name - it’s easy to create more sites later.

  1. Enter your account name, and click Create My Domain.
  2. That’s it! You’ve created your first domain, and can now add funnels and pages.

Custom Domains

You can also publish pages to a limited number of domains you own, or to your own hosting using the HTML export or WordPress plugin features. You can find out about those here.

Change Your Password

If you want to change your password at any time, it’s simple:

  1. Click on Account in the top right-hand corner of the Dashboard.
  2. Click Profile Settings.
  3. Click Change Password.
  4. Enter your old password, new password, and then your new password again.
  5. Click Update Password.

Set Your Currency

If you plan on selling products within Convertri, it’s a good idea to set up your currency before you connect to a payment processor.

Tip: you cannot change the currency of your account after you’ve made your first sale.

  1. Click on Account in the top right-hand corner of the Dashboard.
  2. Click Profile Settings.
  3. Scroll down to Currency Settings.
  4. Choose your currency from the dropdown menu. (Please make sure that your Stripe account can receive charges in your selected currency.)
  5. Click Save

Affiliate Program

If you want to sign up to our affiliate program and earn commission on purchases of Convertri through your sites, it’s easy to start. A small ‘Powered by Convertri’ badge will show on your sites by default unless you switch it off, either account-wide or on individual pages.

  1. Click on Affiliate in the top toolbar of the Dashboard.
  2. Copy and paste your affiliate link anywhere you want to earn commission.
  3. Click Settings in the left hand menu, and enter your PayPal email address (this is required to receive payments).

Click Promote in the left hand menu, and click the Show ‘Powered by Convertri’ Bade on Your Pages checkbox to toggle the badge on or off on all your sites at once.

Tip: If you want to turn it on or off for one page only, you can do this by opening the page in the Page Builder and editing the Page Settings.

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