Subscribe to our newsletter and get proven marketing strategies for growing your business.
1Log into the WhatConverts Profile you want to schedule the report from. Click "Reports" in the top menu. Select "Scheduled Reports".
2At the top of the page, click the "Add Scheduled Report" button. You can select a Standard Report, Saved/Custom Report or Leads List to schedule from the first drop down.
If you are choosing to send a Standard or Saved/Custom Report, click "Next Step".
If you are scheduling a Leads List to be sent, you can choose from the following options, then click "Next Step":
3On the Who and when will it be sent? page, choose the following options:
Click "Next Step".
4On the What will the email contain? page, you may edit the following:
Click "Finish".
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
Master Account Users with a Pro or Agency plan can utilize Scheduled Reports feature to schedule and send any saved or standard WhatConverts reports to Master Account or Account users.
1Log into your WhatConverts Dashboard. Select the account you would like to schedule a report for under from the Account drop-down menu. Under Profile select "Reports" then, "Scheduled Reports".
2At the top of the page, click the "Add Scheduled Report" button. In the pop up you will see the following options:
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a DemoAllow your people to qualify incoming calls as leads as soon as the call ends.
Automatically send chat events to Google Analytics to define conversion funnels.
Within the email, simply click “Yes” or “No” to answer whether or not the lead is quotable.
Track the content and ads that drive your leads to convert.