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How to Create Your First ConvertLoop Account

How to Create Your First ConvertLoop Account

By default, once you sign up for a ConvertLoop account, the onboarding process will guide you to name your first Account. Each "Account" refers to the Company, Project, or Website where you want to use ConvertLoop. You can add as many Accounts as you would like. Each Account has its own independent site-visitor database with its own API Key and API ID.

This means that you can create Accounts for Testing environments and Accounts for Production/Sending environments. For instance, you could have an Account named ConvertLoop for Production/Sending and one named ConvertLoopDev for Testing.

Check out how to create your first Account during the onboarding process:

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How To Create Your First ConvertLoop Account

If you already signed up to ConvertLoop, and want to create a new Account, go to Manage Accounts, and then click on the New Account button.

Create Your First Account

  • Go to Sign Up and create a ConvertLoop account if you still don’t have one.
  • Follow the onboarding process to create your first ConvertLoop Account.
  • In the second step of the onboarding process, you will find your Java Script tracking code in case you want to track and monitor your users' online behavior. **This step is OPTIONAL: If you don't want to install your JS Tracking Code to track and monitor your users' online behavior, you can skip this step by clicking on the "Skip" button. If you want to start tracking and monitoring your users' web behavior in the future, don't worry: you can access your JS Tracking Code at any time to install it and start tracking what your users do on your website. Keep reading to learn more.

Track Visitors' Data in Real Time

Yes! Now you can easily start tracking any page that your users visit on your website. Each visit will be associated to a specific individual.

The easiest way to start tracking what individual visitors do on your website is by installing the unique Java Script tracking code that you will get for every Account you create in ConvertLoop. You can find it at Settings > Account Settings.

The unique Java Script tracking code looks like this:

<!-- ConvertLoop -->
<script>
!function(t,e,n,s) { t.DPEventsFunction=s,t[s]=t[s] || function() { (t[s].q=t[s].q||[]).push(arguments) }; var c=e.createElement("script"),o=e.getElementsByTagName("script")[0]; c.async=1,c.src=n,o.parentNode.insertBefore(c,o); }(window, document, "https://www.convertloop.co/v1/loop.min.js", "_dp");

_dp("configure", { appId: "Replace by your appId" });
_dp("pageView");
</script>
<!-- End ConvertLoop -->

The Java Script tracking code will automatically track every page that individual visitors access on your website. We recommend that you include the Java Script Code in every page you want to track.

How to Check If You Are Successfully Sending Data to ConvertLoop

During the onboarding process, you will be asked to check if you are sending data to ConvertLoop using the Java Script Snippet of Code.

This is what you will see if you still need to check if you are sending data from your website:

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If you are successfully sending data, you will see this:

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Remember that you can skip this step if you do not have technical skills. When skipping this step in the onboarding process, you will see a yellow bar at the bottom of your ConvertLoop account that says “We haven’t received any data yet”, which means that you still need to install the Java Script tracking code in your website.

This is what you will see in your website if you are still not sending data to ConvertLoop:

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Once you start sending data to ConvertLoop, you can see all the visitors that you are tracking, but you should take into account that you still do not have their contact information. If you want to see what they have been doing, you can filter them by using the filter FILTER BY VISITOR ATTRIBUTE first_seen_at > on (date) > and pick the current date.

The visitors whose contact information you still don’t have will appear as "Guests":

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If you want to track specific events, or identify visitors, we invite you to please check our API libraries in Ruby, Rails, Java Script, Node, PHP or Java.

Note: Please take into account that ConvertLoop uses either the user_id, email or pid to identify visitors to your website. The pid is the unique cookie value for each user. You can obtain this value from the cookie dp_pid . Learn more about identifying visitors.

Track Visitors' Data in Real Time

  • Install ConvertLoop your website using your Java Script tracking code
  • Check that you are successfully sending data from your website to ConvertLoop by clicking the red check box in the step two of your onboarding process.
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