Convead – Marketing automation tool for eCommerce

Convead – is my main work for the last three years. It's a complicated online tool for eCommerce. After customers install it on their online store, it begins to track their visitors, shows clear website analytics, allows to run webforms, send auto emails and communicate with visitors through live-chat.
Analytics
The application has several sections: analytics, contacts, automation, webforms, emails and settings.

The first section is Analytics where users see their sales funnel and traffic channels. At the right side, there are main eCommerce metrics and total income from Convead.
At first, customers see only sales funnel and metrics. Experienced users begin to mention, that they can switch off some of the channels above the funnel, select time period and segment above the metrics block.
Installation
Let's go back and look, how customers install Convead. After registration they are redirected to the settings page with five steps where they should enter website URL, choose CMS system and install the module, specify products xml-file URL, set currency and time zone and launch trial period.
User can't open a step if he has not completed previous one. After one step is completed successfully, the next step opens automatically. The previous step is marked with a green tick.
Contacts
In the Contacts section users get all information about their website visitors. They see predefined visitor's segments, get segment's statistics such as a number of orders, average check and total segment revenue at the top of the visitor's list. Also, they can see segment's analytics, for example, top viewed and top purchased categories.
Customer can create his own segment using a visual constructor. He can combine characteristics, email campaigns, orders and other events rules with AND, OR conditions.

You can not create here full conjunctive normal form because there is only one OR block. But it is made on purpose to simplify the interface for ordinary customers.
Logical constructions are hard to understand. Even experienced customers make mistakes with AND / OR conditions, so I'm working on improving this stuff.
Visitor's page
From any visitor's list you can go to the specific visitor's page. Here you see all the information Convead has collected about the visitor: his purchases history, contact information, segments he enters and visit's details.
At the right side you see visitor's timeline – sessions, page views, emails, cart updates, purchases. Right here you can send a message to the visitor and he will see it on the website in the live-chat window:
Automation
Convead has predefined scenarios, made to help customers to launch their online marketing fast. Scenarios are quite simple and consist of a chain of webforms and auto emails.

When a customer clicks any webform or email block he go to constructor where he can customise content and edit settings.

At the top of the page there is a slider with friendly illustrations and instruction. It helps a customer to understand how to work with scenarios.
This page is the main section in Convead. The more scenarios customer would launch – the better will be his engagement and LTV. So we improve this section constantly to make it as simple as possible for the customer to get here and launch marketing scenarios.
Webforms and interactive blocks
Convead provides clients with webforms and interactive blocks of any types and shapes. They can use them as notifications, marketing banners, lead generation forms etc.

To create webform customer should at first chose one of the templates. They are divided into types and have large previews so a customer can see the content of each template.
After choosing a template user goes to the next step to visual constructor where he can design web form, add new blocks, edit settings etc. Constructor is flexible, it allows to combine practically any webform you need. Advanced customers can use HTML-blocks and CSS-style and code their own webform.
Emails
Emails module – is a significant part of Convead and the main feature customers use every day. We have visual constructor, where a customer can combine an email using drag and drop and edit content in place.

We've made several specific eCommerce blocks such as "Cart", "Order", "Viewed products" that our customers - online store marketing guys – can easily use. They just need to drag one of these blocks to the email and Convead will do all the rest.
The first screenshot was about analytics as well as the last one – it's not a coincidence. You should measure every marketing activity you provide in order to improve your performance. So every activity – webform, email etc. – has its own analytics dashboard that shows its efficiency.
Convead constantly changes in order to provide more value to customers and engage them deeply. Some of this sections have changed already.

There is a lot more to tell about this project – it is complex and has a lot of features and ways to use it. I've tried to picture it in general. Peculiar aspects, features and product decisions I'll observe in specific articles.
Olga Shavrina
UX/UI product designer
Made on
Tilda