The first thing to understand is the general layout of the Converdy dashboard.
When you login at admin.converdy.app, you get to see the Converdy dashboard like this (yours will obviously not show any projects):
Here you can create your first project.
On the top bar on the right side you find 4 menus:
- Projects (where we are now and where you can add)
- Domains (where you can add your (sub)domains)
- Your profile info
- A button to logout
When you click on the “domains” menu you’ll be taken to your all your connected domains. Here you can add new domains by clicking on the big blue button. To add unlimited subdomains click on the "Details"button:
Within your profile menu you can edit your personal info like your first and last name, email and your password:
Besides that you also find your usage data (pageviews, your domains) and your API key:
Inside your project
Click on “+Create a new project” to create a new project.
When you go into a project you’re brought to the analytics screen where you can checkout some basic analytics:
In the left side of the screen you find several menus.
Here you find all your funnels, leads, automations and media.
When you click on funnels you find all your funnels in your project (and you can create new funnels here):
All your funnels come with their own analytics, editing options and details.
When you click on the details button, you can change the name and the description of your funnel.
Also, it’s possible here to duplicate or unpublish your funnel here:
Below the funnel menu you find the scripts menu. Here you can add all your external scripts to your project:
When you click on the “Details” button to the right of a script, you get a popup where you can edit your script:
These are scripts you can connect to any funnel in your project.
Below you find all your leads and you can filter them by funnel:
Next up you find all the automations that are active in your project. For an automation to be available you need to first connect your this software in the integration settings (more on that later in this article).
And last but not least you can find here all your images you used in this project (of course empty when you're just starting out):
All the way down you find the project settings that looks like this:
When clicked you find a menu like this:
Under “Project” you can change the name and description of your project.
Also, here you can setup what can be duplicated by clicking on it (funnels, scripts, media, resources, leads):
As you can see there’s an invite feature available, but you can’t use it yet. This functionality will be added in the future.
Here you can connect different tools with your project which you can then use as automations.
Just click on one of the seven integrations to start connecting them with your project and funnel(s).
The last setting is “danger zone”.
Here you can delete your project if you’d like to do that. But beware: once deleted it won’t be able to get it back!