ConvertX Documentation
Install ConvertX, activate the Pro add-on, create campaigns, set triggers, collect leads, export CSV files, review analytics, and place inline CTA campaigns with a shortcode.
Requirements
ConvertX is built for WordPress sites and can also be used with WooCommerce stores.
WordPress
Install ConvertX on a working WordPress website where you have administrator access.
PHP 7.4+ or PHP 8+
Use a modern supported PHP version for better compatibility and performance.
WooCommerce optional
WooCommerce is optional, but required for product, cart, and checkout display rules.
Install ConvertX Free and Pro
Install the free plugin first. Install ConvertX Pro second if you purchased the paid add-on.
1. Install free ConvertX
Download the free ZIP, then go to Plugins → Add New → Upload Plugin. Upload and activate it.
2. Install ConvertX Pro
After purchase, the Pro ZIP is emailed to your purchase email. Upload and activate it alongside the free plugin.
3. Confirm the menu
Go to ConvertX in WordPress admin and confirm the campaign builder, leads, and analytics areas are available.
Create a campaign
Start with one real business goal.
Campaign types
Popup/modal, sticky announcement bar, slide-in box, or inline CTA box.
Trigger options
Time delay, scroll percentage, click trigger, or manual shortcode placement.
Shortcode usage
Use [convertx_campaign id="123"] for inline CTA placement.
Lead capture
Use optional name, email, and phone fields depending on the campaign goal.
CSV export
Export lead data from the WordPress admin.
Analytics
Review impressions, clicks, leads, and conversion rate.
Troubleshooting
Start with these checks if a campaign is not showing.
Campaign not showing
Check status, display rules, trigger settings, cache, and whether the page matches the selected rule.
Inline CTA missing
Confirm the campaign ID is correct and the shortcode format is correct.
Need help?
Contact [email protected] with your site URL, WordPress version, PHP version, and issue details.