The Conversion Cloud Support

The Conversion Cloud! 

    • Popular Articles

    • Platform Overview

      Welcome to YOUR Application Platform! The application platform allows users to view the performance of their campaigns, modify the available modules displayed within the SaaS (software as a service) app, and connect with customers. A company logo is ...

    • Dashboard Specifics

      The platform landing page is the company Dashboard. The Dashboard is displayed in the main window of the platform. Change the date range displayed by the data on the dashboard by using the Period Selector or Date Range Drop-Down at the top right of ...

    • How do I add appointments to my calendar?

      Appointments can be added directly to you or your customer's Google, Outlook, or Apple calendar by clicking “Add to Calendar” within the confirmation email for the appointment.   Looking for automation?   Sync your company's Outlook or Gmail Calendar ...

    • Modify an Email Template

      Custom Email Template Overview Note: Email templates appear after apps are enabled. Not all apps have a corresponding email template. Modify an App Email Template Log in to the Dashboard. Scroll down to and click the Company tab on the side menu, ...

    • Autofilled Placeholders

      Inserting placeholder text in confirmation emails ensures a personal touch and that information provided is consistent across all platforms. Note: Insertion fields insert exact data from other locations within the dashboard. Example: A ...

    • Recent Articles

    • AppFolio CRM

      Summary: Conversion Logix does not interface with AppFolio via API. However, there is a work around that customers enable to bulk upload leads into AppFolio. Customers can contact their AppFolio relationship manager and request instructions for bulk ...

    • Exacare CRM

      Summary: Conversion Logix interfaces with the vendor's API to populate leads. What you need to provide Conversion Logix: Exacare Client ID Exacare Client Secret Exacare Organization ID Exacare Facility ID

    • ALIS CRM

      Summary: Conversion Logix interfaces with the vendor's API to populate leads. What you need to provide Conversion Logix: ALIS API Username ALIS API Password ALIS API Community ID

    • Zoho CRM

      Summary: Conversion Logix interfaces with the vendor's API to populate leads. Clients will need to connect their Zoho token through the TCC dashboard using a terminal that has access to their Zoho account. What you need to provide Conversion Logix: ...

    • Claire AI+ Walkthrough

      Claire AI+ is your AI-powered virtual assistant trained to answer frequently asked questions about your community, respond to personalized inquiries, and prompt web visitors to take lead-generating actions during a chat conversation. This walkthrough ...