Setting Up and Configuring eComverter

Janet

Last Update 9 maanden geleden

Now that you have an overview of what eComverter is and its powerful conversion optimization capabilities,


it's time to dive into actually getting set up with the software.


This article will cover:


🛑 Accessing your account dashboard, configuring settings and preferences.


🛑 Upgrading or downgrading your plan,


🛑 and how to cancel or delete your eComverter account if needed.

Accessing Your eComverter Dashboard

After signing up and creating your eComverter account, you'll be able to log into the main dashboard area by visiting app.ecomverter.com and entering your credentials.


The dashboard serves as your central command center for managing every aspect of the software.


From the clean, user-friendly dashboard interface, you can:


  • - Connect and integrate eComverter with your website.


  • - View key account statistics and analytics.


  • - Create and manage unlimited conversion campaigns.


  • - Design custom pop-ups, banners, forms, and more.


  • - Control targeting and behavior trigger rules.


  • - Access your account settings and plan details.


  • - Find helpful resources like video tutorials.


  • - Get in touch with customer support.


The dashboard aims to provide a seamless experience that allows you to go from installing eComverter's tracking code on your site, to building your first campaign, to publishing it live in a matter of minutes - all without any technical skills required.

Your Account Setting

Within the dashboard's Settings area, you'll be able to configure important details like:

Account Profile

Here you can update your basic account information like name, email, password and other profile specifics.

Security

The Security section allows you to view and manage devices that have access to your eComverter account. 

Domains and Branding

This is where you'll be able to brand the eComverter dashboard and editors with your company name, logo and brand colors if desired.

There are also settings to set up branded custom domains.

Notifications

Adjust how and when you receive product updates, campaigns reports, and other notifications from the eComverter system.

Connected Apps

Any third-party tools or apps you've integrated with eComverter will be managed here.


This allows you to control what data is synced and update any credentials.

Having straightforward control over all these core account settings helps ensures eComverter works seamlessly for your specific business needs right out of the box. 

The dashboard makes it easy to fine-tune everything to your preferences with just a few clicks.

Editing Your Preferences

In addition to the main account settings area, you can further customize your eComverter experience by editing preferences in a few other areas of the dashboard:

Editor Preferences

This allows you to set default designs, animation styles, campaign templates and other options to use as starting points when building new campaigns.

Notification Preferences 

Control which in-app notifications you receive from eComverter, such as campaign creation alerts, new feature announcements, product updates and more.

Billing & Plan  

View and edit your active subscription plan, payment method, and any pending invoice details. This is also where you'll renew or upgrade your eComverter plan.

Integrations

Any integrated plugins or connected third-party tools will have their specific settings and preferences managed in this section.

The ability to dial-in all these finer preferences helps eComverter feel like a natural extension of your business, while ensuring an experience optimized for your unique needs and specific use cases.

Renewing/Upgrading Your Plan

When you first signup for eComverter, you'll choose an initial pricing plan based on factors like the number of website traffic you need to accommodate.


As your business and website scale over time, you may need to upgrade to a larger plan.


Conveniently, you can upgrade, downgrade or renew your active eComverter subscription at any time right from the Billing section of your dashboard. 

The entire process is self-service and only takes a couple of minutes.


  1. Simply navigate to the PLAN OR PAYMENT areas, review the different plan options and capabilities.


  1. Choose the one that fits your current requirements best.


  1. Your upgraded plan will take effect immediately after confirming the change.


There's no fear of commitment either, as eComverter plans are offered with a monthly or annual billing cycle.


This flexibility allows you to easily scale up or down as your needs change without penalties or hassle.

How to Delete or Cancel Your Account

In the event you ever wish to cancel your eComverter service, you can conveniently do so from that same Billing & Plan section of the dashboard.


There are no hoops to jump through or complicated cancellation processes.

Simply click the "Cancel Subscription" button, confirm you want to proceed, and your account and all associated data will be deleted/canceled accordingly.


You can optionally download any campaign data or lead information you need beforehand.


If canceled during an active billing cycle, your cancellation will take effect at the end of that cycle's paid period.


No pushy tactics - you remain in full control.

That said, eComverter does offer a generous 60-day refund window.

So if you're canceling soon after signing up, you can receive a full refund for that period with no questions asked.


As previously mentioned, eComverter also comes with a 30-day money-back guarantee.


So in reality, you have a full month to go through the software completely risk-free before even being billed!


Between the transparent pricing, flexible plan structures, self-service cancellation, and robust refund policies, eComverter aims to provide a refreshingly positive experience on the billing and payments side of things.

*******With the basic account setup and configuration steps covered, you'll be ready to move on to more advanced areas like managing API credentials, viewing analytics, working with custom domains, creating campaigns, and more! eComverter's thoughtful onboarding process helps ensure you have a solid foundation before leveraging its more powerful functionality.

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