WConvertFind your way around WConvert
Know where to create campaigns, find submissions, read reports and change site-wide settings.
On this page
Before you start
Open WConvert from the WordPress admin menu. These core sections are available in Free. Installed Pro features add controls inside them; the License screen is separate.
A campaign holds an offer, its screens, display rules and destinations. A saved submission is a record in Leads. Start with your first campaign if you want a complete walkthrough.
Choose the right section
| Setting | What it means |
|---|---|
| Campaigns | Create a campaign, continue a draft, edit a published campaign or open its report. Search and status filters help find older work. |
| Analytics | Read results by goal, campaign and date. Set monthly targets or export campaign metrics. |
| Leads | Find submitted details, inspect an individual submission and its send status, or export records. |
| Settings | Manage connections, spam protection, data and privacy, and site-wide visitor experience settings. |
The same person can appear in several submissions. Campaign results can also count actions that do not create a lead, such as an offer-link click.
Find controls inside a campaign
| Setting | What it means |
|---|---|
| Edit → Screens | Choose a screen, select text or a field, and adjust its content. Canvas and Flow show different views of the campaign. |
| Edit → Look | Set shared colors, fonts and layout. Browse designs and formats here. |
| Display rules | Choose pages, visitors, opening behavior, repeat limits and dates. |
| Destinations | Choose whether to keep submissions in WConvert only or send them to configured services. |
| Preview | Inspect the design and try its form flow. This does not prove live capture or delivery. |
| Save draft / Review & publish | Save work, then separately review and publish what visitors should see. |
Follow one test through the plugin
- Open a campaign and identify its goal and publication status.
- Use Preview to check the form, then publish it on a test page.
- Submit the actual form once and find the saved record in Leads.
- In Analytics, select Today and the same campaign. Read the named result, rather than comparing unrelated totals.
Still stuck?Tell us where you got to
Include your WConvert version, the page you tested and any error message.