ConvertFlow
47.4Ecommerce teams building signup popups, product quizzes and conditional buying journeys, with customer data passed to their email platform or CRM.
- Who is this app for?
- Ecommerce teams connecting signup popups, product quizzes and recommendations into a buying journey, with answers passed to email or CRM tools.
- Main advantage
- Strong funnel controls: custom fields, scored answers, conditional steps, product recommendations and reporting down to individual steps. In-app AI assists the editor; MCP opens reports to external agents.
- Main limitation
- Conditional logic, recommendations and A/B tests require Pro at $299/month. Publishing is paid, and integrations, validation and AI consume an additional action allowance.
Pricing and plans
Free opens the builder without a payment card, but a paid website plan is required to go live. The account’s monthly comparison separates newsletter capture on Personal, CRM/SMS workflows on Prime, and conditional funnels and experiments on Pro. Budget for both funnel views and actions. A contact sync, validation or AI request can consume actions even when traffic remains within its limit. The subscription estimate assumes those workflows stay within the included action allowance.
Monthly USD prices observed in account billing. Extra actions cost $30/month per 1,000 on Personal, Prime and Pro. Submissions alone do not consume actions; connected workflows, validation and AI do. AI requests can use 1–100 actions; our short headline request used five. Paid-tier access was not purchased.
| Plan | Price & limits | What changes |
|---|---|---|
| Free | FreeBuild and preview | Paid website plan required to publish |
| Personal | $29.00/mo10,000 funnel views · 1,000 actions · 10 live campaigns | Newsletter integrations · Shopify email · Scoring |
| Prime | $99.00/mo30,000 funnel views · 3,000 actions · 25 live campaigns | CRM/SMS integrations · Validation · Webhooks · No branding |
| ProPapa pick | $299.00/mo100,000 funnel views · 10,000 actions · Unlimited live campaigns | A/B testing · Conditional logic and products · Scheduling |
| Plus | From $999 /moManaged plan · Volume traffic pricing | Salesforce · Event streaming · Custom-stack support |
Features and plan access
The ecommerce editor combines email and SMS consent, custom fields, surveys, scored quizzes and product feeds. Launch rules include exit intent, delay, scroll, click and add-to-cart; conditions can use URLs, geography, visitor history and contact data. This is most useful for guided buying journeys and targeted offers.
Pro gates conditional steps and product recommendations; Prime covers CRM/SMS connections and validation. The AI chat produced three requested headline suggestions in our test. Campaign reports expose funnel-step results, cart events, orders and revenue, but real attribution was not tested without a connected store.
Gamification was not established in the inspected templates and element library: no native wheel, scratch card or equivalent game control was found. Product quizzes and scored surveys are credited under Surveys. Shopify discount application and unique-code generation remain untested; a discount template alone does not prove either workflow.
| Feature | Scope and plan |
|---|---|
| A/B testing | Campaign reporting exposes variants and traffic allocation. The in-account comparison places A/B experiments on Pro. Pro |
| Countdown | The editor includes a Timer element for campaign countdowns. Plan not confirmed |
| Dynamic text | Text fields expose merge tags; contact fields, scores and store context can personalize a funnel. Personal: merge tags · Pro: dynamic text replacement |
| Page targeting | Combine URL and page-history conditions using AND/OR groups, with site-wide include/exclude rules. Personal and higher |
| Geo targeting | Target by country, region or city. Location conditions were listed in the launch settings. Plan not confirmed |
| Device targeting | Restrict campaigns by device in site-wide and campaign conditions. Plan not confirmed |
| Behavior triggers | Trigger on exit intent, time delay, scroll point or add-to-cart. Store-dependent events need a connected store. Time delay · Exit intent · Scroll triggerPlan not confirmed |
| Click trigger | Upon Click Only is a launch trigger; the JavaScript API can also trigger an existing campaign. Plan not confirmed |
| HTTP API | Access campaigns, contacts and reports through REST endpoints. Custom: reporting API · Other endpoints: plan not confirmed |
| Browser API | Identify visitors and trigger existing campaigns through browser JavaScript. Plan not confirmed |
| Webhooks | Website settings expose contact events, field submissions and automation webhooks. Prime lists custom webhooks. Prime and higher |
| MCP server | Read funnel reports through the MCP interface. Plan not confirmed |
| AI popup assistant | The editor chat generates headline copy; remix, quiz generation and AI insights are also offered in the app. Personal and higher |
Formats & content
A standalone message without a form or action button is not confirmed, so Announcements is not credited. Message popups are designed for notices such as changed hours, policy updates and welcome messages, without making lead collection the purpose of the popup.
Sticky bars offer a persistent format alongside message popups. Broadcasts prioritize and schedule onsite campaigns; scheduling is listed on Pro. A notice does not need the same conditional product journey as a quiz; choose the subscription for the controls the notice actually requires.
| Feature | How it works in ConvertFlow |
|---|---|
| Promo bars | The template catalogue includes Sticky Bar campaigns alongside overlay and hook popups.+1.11 |
| Teasers | Two-tap Floating Button and On-site Message triggers provide a smaller entry point to a popup.+1.11 |
| Countdown | The editor includes a Timer element for campaign countdowns.+1.11 |
| Dynamic text | Text fields expose merge tags; contact fields, scores and store context can personalize a funnel.+1.11 |
| Total | 4.44 / 105.56 unearned points — Message (1.12) · Flyby / slide-in (1.11) · Content carousel (1.11) |
Forms
ConvertFlow’s form controls include email capture, SMS capture, phone field, single choice, and multiple choice. Build forms and quizzes across funnel steps, with next/back controls. Separate steps were added in the test editor. Prime includes email and phone validation. Form settings also expose required fields, character limits and values to block. Validation consumes actions.
| Feature | How it works in ConvertFlow |
|---|---|
| Email capture | The editor provides an Email field, prefilling and submission actions. Contacts can pass to a connected newsletter service or CRM.+1 |
| SMS capture | Forms expose a Phone field and separate SMS Consent control; confirmation can use an SMS subscription code. Delivery depends on the connected service.+1 |
| Phone field | Collect phone numbers with the built-in Phone field. SMS consent is a separate form control.+1 |
| Single choice | Dropdown and radio fields collect one answer; survey answers can use text, images, icons, letters, emoji or colours.+1 |
| Multiple choice | Radio/Checkbox Select fields and the survey Multi-Select setting allow multiple answers.+1 |
| Free text | Text and Paragraph fields collect short or long written responses. Number, Date and Range fields are also available.+1 |
| Consent checkbox | Separate Email Consent, SMS Consent and Privacy Consent controls are available in forms.Email marketing consent · SMS marketing consent · Privacy terms consent+1 |
| Hidden fields | Hidden fields can carry extra values; field settings include prefilled values and URL-parameter mapping.+1 |
| Multi-step | Build forms and quizzes across funnel steps, with next/back controls. Separate steps were added in the test editor.+0.67 |
| Logic | Conditional actions and skip logic route visitors between steps. Add Conditional Action opened a Pro upgrade gate in our free account.Step logic · Action logic+0.6 |
| Validation | Prime includes email and phone validation. Form settings also expose required fields, character limits and values to block. Validation consumes actions.Field validation · Required fields · Business email filter · Email verification · Phone verification+0.6 |
| Total | 9.87 / 144.13 unearned points — CAPTCHA (1) · Email double opt-in (1) · Follow-up (1) |
Surveys
ConvertFlow’s feedback formats include numeric rating and quizzes. The template named NPS Satisfication Survey rendered editable answers from 1 to 10, mapped to satisfaction_rating, so it is a numeric rating rather than a standard 0–10 NPS scale. The editor offers product-finder and qualification quizzes. Survey answers support scores and custom-field values; conditional outcomes require Pro.
| Feature | How it works in ConvertFlow |
|---|---|
| Numeric rating | The template named NPS Satisfication Survey rendered editable answers from 1 to 10, mapped to satisfaction_rating, so it is a numeric rating rather than a standard 0–10 NPS scale.+0.84 |
| Quizzes | The editor offers product-finder and qualification quizzes. Survey answers support scores and custom-field values; conditional outcomes require Pro.Scored quiz · Product quiz+0.41 |
| Total | 1.25 / 53.75 unearned points — NPS (0.84) · Star rating (0.83) · Emoji rating (0.83) |
Gamification
ConvertFlow has no confirmed capabilities in this section in the current review. The game is the way an offer is revealed; prize configuration and the signup flow determine what the visitor actually receives. Compare the available formats, reward controls and repeat-play rules before choosing a mechanic for a promotion.
| Feature | How it works in ConvertFlow |
|---|---|
| Total | 0 / 55 unearned points — Three confirmed game formatsA full score requires three confirmed game formats. One earns 3 points; two earn 4. |
Targeting
ConvertFlow’s audience and display controls include page targeting, geo targeting, device targeting, behavior triggers, and click trigger. Trigger on exit intent, time delay, scroll point or add-to-cart. Store-dependent events need a connected store. Always trigger or suppress repeats for a chosen number of minutes or days after closing. Exclude previous campaign viewers, conversions or completions using targeting.
| Feature | How it works in ConvertFlow |
|---|---|
| Page targeting | Combine URL and page-history conditions using AND/OR groups, with site-wide include/exclude rules.+1.34 |
| Geo targeting | Target by country, region or city. Location conditions were listed in the launch settings.+1.34 |
| Device targeting | Restrict campaigns by device in site-wide and campaign conditions.+1.34 |
| Behavior triggers | Trigger on exit intent, time delay, scroll point or add-to-cart. Store-dependent events need a connected store.Time delay · Exit intent · Scroll trigger+0.68 |
| Click trigger | Upon Click Only is a launch trigger; the JavaScript API can also trigger an existing campaign.+1.33 |
| Scheduling | Broadcasts schedule onsite campaigns. The monthly plan comparison places scheduling on Pro; these are not email broadcasts.+1.33 |
| Frequency cap | Always trigger or suppress repeats for a chosen number of minutes or days after closing. Exclude previous campaign viewers, conversions or completions using targeting.+1.33 |
| Campaign control | Broadcasts can prioritize or replace onsite campaigns. Targeting can exclude visitors who already saw a popup this session.+1.33 |
| Total | 10.02 / 121.98 unearned points — Audience targeting (1.33) · Inactivity trigger (0.17) · Hover trigger (0.16) · Custom event trigger (0.16) · Page-load trigger (0.16) |
Experiments
ConvertFlow’s testing tools include A/B testing. Campaign reporting exposes variants and traffic allocation. The in-account comparison places A/B experiments on Pro. Popup testing, email testing and automation experiments are separate capabilities. A useful comparison also considers traffic allocation, how a winner is selected and whether a no-popup control is available to measure the effect of showing a campaign at all.
| Feature | How it works in ConvertFlow |
|---|---|
| A/B testing | Campaign reporting exposes variants and traffic allocation. The in-account comparison places A/B experiments on Pro.+1.56 |
| Total | 1.56 / 75.44 unearned points — Workflow tests (0.78) · Traffic split (0.78) · No-popup holdout (0.78) · Automatic winner (0.78) · Email or SMS campaign tests (0.78) · Email tests (0.77) · SMS tests (0.77) |
Email & SMS
ConvertFlow has no confirmed capabilities in this section in the current review. Capturing an address in a popup and sending a marketing campaign are separate jobs. Compare native sending channels, automation and their allowances independently from the popup subscription; an integration with a mailing platform does not include that platform’s sending service.
| Feature | How it works in ConvertFlow |
|---|---|
| Total | 0 / 55 unearned points — Email marketing (4) · SMS marketing (0.5) · Web push (0.5) |
Team & sites
ConvertFlow documents collaborators, clients and permissions, with multiple brands managed under an account. Site subscriptions remain separate: managing brands together does not mean the starting plan price covers every site.
For agency work, evaluate both the collaborator permissions and the subscription required for each client site. The reviewed material establishes that collaboration exists, but not a complete seat allowance or permission matrix for every starting tier. Confirm those limits alongside funnel traffic.
| Feature | How it works in ConvertFlow |
|---|---|
| Workspaces | Manage brands in one account; site subscriptions are separate.+0.84 |
| Team | Invite collaborators and clients.+0.84 |
| Roles | Set permissions for collaborators.+0.83 |
| Total | 2.51 / 52.49 unearned points — Projects (0.42) · Client portfolio (0.41) · Activity history (0.83) · Billing access controls (0.83) |
Developer
ConvertFlow’s developer interfaces include HTTP API, browser API, webhooks, and MCP server. Read funnel reports through the MCP interface. Access campaigns, contacts and reports through REST endpoints. The scope of each interface matters more than the API label. Opening an existing popup, sending a submitted form to an endpoint and creating or publishing campaigns are different operations. Agent access depends on those operations and the permissions exposed.
| Feature | How it works in ConvertFlow |
|---|---|
| HTTP API | Access campaigns, contacts and reports through REST endpoints.+0.25 |
| Browser API | Identify visitors and trigger existing campaigns through browser JavaScript.+1.25 |
| Webhooks | Website settings expose contact events, field submissions and automation webhooks. Prime lists custom webhooks.+1.25 |
| MCP server | Read funnel reports through the MCP interface.+0.25 |
| Total | 3 / 52 unearned points — Create designs (0.25) · Operate campaigns (0.25) · Read performance (0.25) · Scoped credentials (0.25) · Create designs (0.25) · Operate campaigns (0.25) · Read performance (0.25) · Scoped credentials (0.25) |
Support
ConvertFlow offers product support through chat and email. These channels are useful for questions about funnel setup and integrations, but published hours and guaranteed response times have not been established in this review. We have not tested service quality. For a complex launch, confirm what assistance is included rather than assume product support includes building the funnel for you.
| Feature | How it works in ConvertFlow |
|---|---|
| Chat support | Product support is offered through chat and email.+2 |
| Total | 2 / 2 |
Editor & workflow
ConvertFlow’s editing tools include AI popup assistant. The editor chat generates headline copy; remix, quiz generation and AI insights are also offered in the app. Editing, saving a draft and activating a campaign are separate stages of the workflow. Consider how changes are prepared and reviewed before visitors see them. An AI writing assistant also has a narrower role than an assistant that can change layout or targeting.
| Feature | How it works in ConvertFlow |
|---|---|
| AI popup assistant | The editor chat generates headline copy; remix, quiz generation and AI insights are also offered in the app.+0.76 |
| Total | 0.76 / 65.24 unearned points — Free editor (1.5) · Campaign drafts (1.5) · Saved versions (1.5) |
Data & reporting
ConvertFlow has no confirmed capabilities in this section in the current review. Use the reporting workflow to connect captured responses with the decisions you need to make. Downloading leads, scheduling reports and attributing revenue are different capabilities; a contact export alone does not establish an analytics dashboard or revenue measurement.
| Feature | How it works in ConvertFlow |
|---|---|
| Total | 0 / 55 unearned points — Field mapping (1) · Lead export (1) · Scheduled reports (1) |
Integrations
Connections can use tags, lists and customer segments for personalization as well as send new contacts out. Quiz and survey answers can enrich supported customer profiles. Shopify supplies store context, while ZeroBounce validates addresses using your API key. Those are distinct workflows; check the actions supported by your particular provider.
We inspected the connection menu and plan gates without connecting services. Sending or fetching contacts, webhook actions and validation consume the action allowance; destination subscriptions can cost extra. WordPress installation is not counted as a data connector. Our integration guide explains the connection types and workflows. For store-specific features, see our Shopify popup apps overview.
| Connection | Services and data |
|---|---|
| Kit · AWeber · Beehiiv · Campaign Monitor · Omnisend · ActiveCampaign · Drip · GetResponse · Brevo · Sendlane · Ortto · CordialThe account lists newsletter connections on Personal; CRM-oriented connections including Klaviyo and Omnisend are marked Prime. Supported actions vary by service.+0.63 | |
| MailchimpUse the Mailchimp connection to send newsletter signups from ConvertFlow into your email platform. Newsletter connections are listed on Personal. ConvertFlow counts integration operations such as sending and fetching contacts against its action allowance, so the campaign’s volume matters alongside popup traffic.— | |
| KlaviyoThe Klaviyo connection is listed on Prime among ConvertFlow’s CRM-oriented integrations. It connects captured contacts to the platform used for follow-up. Integration operations such as sending and fetching contacts consume the action allowance, so include those operations when estimating campaign capacity.— | |
| SMS | Attentive · Postscript · TatangoPrime connections for SMS workflows. Form consent and the destination subscription need separate setup.+0.63 |
| CRM | Keap · Ontraport · Customer.io · Intercom · Attio · GoHighLevel · SalesforceMap contacts and use supported lists, tags or fields. The account marks the listed CRM routes Prime, except Salesforce on Plus.+0.63 |
| CRM | HubSpotThe account places this connector on Prime. Map form and survey answers to HubSpot custom fields. Preset mappings include email, names, phone, company, job title, company size and address fields; other preset fields can be mapped by their destination data name.— |
| Analytics · Automation | Google Analytics 4 · Google Tag Manager · Segment · Zapier · WebhooksZapier and custom webhooks are marked Prime; Segment is marked Plus. Website settings expose submission and contact-event webhook controls.+1.25 |
| Store · Data & validation | Shopify · ZeroBounceShopify supplies store context and commerce connections; email integration is listed on Personal. ZeroBounce offers a bring-your-own-key validation route. Neither connection was authorized in our test.+1.24 |
| Reviews | Yotpo · OkendoReview connections are listed on Personal; they supply social-proof content rather than establishing SMS delivery.+0.62 |
| Total | 5 / 5 |
Works with Shopify
ConvertFlow’s Shopify coverage includes storefront installation, native app, products and variants, and customer data. Connect Shopify to use products with variants, quantity, price and reviews. Conditional recommendations require Pro. Connect Shopify customer and order data. Installation, customer data, discounts and cart actions are separate capabilities. A Shopify listing alone does not establish support for all of them, and features supplied by a separate app need to be considered with that app’s access and pricing.
| Capability | How it works in ConvertFlow |
|---|---|
| Storefront installation | Install through the native Shopify app.+0.88 |
| Native app | Install ConvertFlow: Quiz Funnels from the Shopify App Store.+0.88 |
| Built for Shopify | — |
| Media assets | — |
| Products and variants | Connect Shopify to use products with variants, quantity, price and reviews. Conditional recommendations require Pro.+0.88 |
| Collections | — |
| Discounts | Use entered Shopify discount codes.— |
| Metafields and metaobjects | — |
| Customer data | Connect Shopify customer and order data.+0.87 |
| Customer synchronization | Synchronize Shopify product, customer and order data.+0.87 |
| Events and triggers | Launch on Add To Cart and track cart, order and revenue fields with a connected store.— |
| Audience and cart targeting | Target funnels by cart value and quantity with a connected Shopify store.+0.87 |
| Apply a discount | Apply an entered Shopify discount code when redirecting the visitor.+0.87 |
| Add to cart | Add recommended products to the cart.+0.87 |
| Buy now / direct checkout | Confirmation exposed cart/checkout redirects disabled without a connected store. This does not establish a working buy-now action that selects a product and bypasses the cart.— |
| Shopify Flow | — |
| Total | 6.99 / 147.01 unearned points — Built for Shopify (0.88) · Shopify media assets (0.88) · Shopify collections (0.88) |
Capability score
The capability score brings together the confirmed features in the sections above, excluding pricing. Each metric belongs to one section, and a feature’s score includes its subfeatures. The breakdown shows how much each area contributes and where points remain unearned. It measures feature coverage, rather than conversion performance or value for money.
- Total
- 47.4 / 100
AI agent readiness
Agent readiness looks at a complete working process: understanding a campaign, creating or changing it, operating it, reading results and controlling access. This assessment adds context to the Developer section without awarding extra points. In-editor AI assistance and an external agent’s ability to operate the account are considered separately.
Analyses funnels through MCP
ConvertFlow has working in-app AI and an official MCP for funnel reports. External agents can analyse campaigns and results; campaign creation, design editing and account-level publishing were not established through the reviewed interfaces. Browser hooks offer a narrower way to trigger existing popups.
| Agent task | What the agent can do |
|---|---|
| UnderstandPartial | MCP lists campaigns and report structures; REST lists campaigns and variants. Complete saved design and targeting configuration was not established. |
| CreateUnconfirmed | The reviewed external interfaces do not establish campaign creation or design editing. The in-app AI test generated copy only. |
| OperatePartial | Browser JavaScript can load and trigger an existing campaign. External activation, pausing or publishing at account level was not established. |
| MeasureSupported | MCP reports website, campaign, variant, step and element performance, experiments and weekly insights. Documented access; authenticated calls were not tested. |
| Work safelyPartial | MCP uses reporting access bound to selected websites; account settings offer disconnection. REST documents resource scopes. Approval workflows and rollback through an external interface were not established. |
The free account showed paid-website gates for MCP and API tokens. We inspected setup and documentation without authorizing a client or generating credentials. In-app AI was tested; external calls, live publication and integration delivery were not.
What one display or signup could cost
At $299.00 per month, the selected plan allocates $0.299 per display and $14.95 per signup across 1,000 displays and 20 valid email signups. The table rounds to cents. The 2% signup rate is an assumption, not measured performance or a vendor charge per event.
The capacity check assumes one site and 2,000 funnel views. Billing is based on funnel views, which is distinct from the actual outcomes used here. For form-free announcements, compare displays rather than signups. Taxes, separately billed services and customer discounts are excluded.
| Outcome | Calculation | Estimated cost |
|---|---|---|
| One display | $299.00 ÷ 1,000 | $0.30 |
| 1,000 displays | $299.00 ÷ 1,000 × 1,000 | $299.00 |
| One signup | $299.00 ÷ 20 | $14.95 |
ConvertFlow alternatives: which should you choose?
Ecommerce teams connecting signup popups, product quizzes and recommendations into a buying journey, with answers passed to email or CRM tools. Conditional logic, recommendations and A/B tests require Pro at $299/month. Publishing is paid, and integrations, validation and AI consume an additional action allowance.
Compare Personizely and Poptin against that requirement. The cards below explain where each is a better fit. Match the billing unit, required features and site or account limits before comparing headline prices; the cheapest subscription does not always cover the same work.
ConvertFlow vs Personizely
ConvertFlow Pro starts at $299/month for 100,000 funnel views. Personizely Premium starts at $59/month for 10,000 visitors and ten sites, with popup testing and site personalization.
- Choose Personizely
- When the main job is experimenting with an existing site and its widgets.
- Choose ConvertFlow
- When popups, quizzes and landing pages need to form one conditional lead journey.
ConvertFlow vs Poptin
Poptin Basic costs $25/month for 10,000 visitors on one unbranded site. ConvertFlow Pro’s $299 starting fee buys a broader funnel workflow, not simply more popup styling.
- Choose Poptin
- For straightforward signup and promotional popups feeding an existing email tool.
- Choose ConvertFlow
- When conditional journeys and product recommendations justify a dedicated funnel platform.
About this review
We inspected a free account, its monthly plan comparison, targeting, integrations and an unpublished ecommerce popup draft on October 10–12, 2026. We tested the AI chat and reviewed official developer documentation. Paid conditional controls showed upgrade gates. Live publishing, Shopify cart and discount execution, delivery, revenue attribution and authenticated API/MCP requests were not tested. Dates beside sources indicate when the corresponding evidence was checked; publication does not imply that every source was rechecked that day.
“Documented” means the provider describes the capability. A named plan is shown only where we recorded tier evidence. “Not confirmed” means the evidence is insufficient, not that the feature is absent. Paid add-ons and higher-tier restrictions are stated separately. Conflicting billing information prevents a unit-cost estimate.
Recommendations are editorial judgments about fit and cost. Sources are linked next to the claims they support, and every calculation uses the assumptions above.