Contlo Questions & Answers

To create an Abandoned Checkout Email Automation in Contlo, follow the steps given below:

• Open your Contlo account
• Form the sidebar, go to the Automations section
• Press the Create Automation button
• You will be redirected to a ‘choose a template’ page
• Find and choose the Abandoned Checkout - Email template
• On the template preview modal, press Use Template
• An Automation editor which is already loaded with the selected template will open
• Set up each block according to your requirements

To integrate WooCommerce with Contlo, follow the steps given below:

• Open your WooCommerce account
• Access the WooCommerce dashboard
• Launch the WordPress Admin Panel
• Navigate to Plugins
• Press the Add New option
• Find the Contlo plugin and click Install Now
• Once the plugin has been installed
• Press the Activate option
• Launch the Contlo page from the sidebar
• Press the Connect your account option
• Open your Contlo account
• Press Approve to allow the required permissions for Contlo integration
• You will be taken to the WooCommerce setup page on Contlo
• Press the Verify setup option to establish the connection.

To integrate Shopify with Contlo, follow the steps given below:

• Open your Contlo account
• Access your dashboard
• Go to Account Setup
• Link your Store on the Get Started page
• Choose Shopify from the list of platforms
• Press the Connect Now option
• Input the Shopify store URL in the given input field
• Press Connect now
• You will now be taken to the Shopify login for authentication
• Input your credentials
• After logging in, on the Install page, provide the required permissions for Contlo integration
• Press Install to integrate Contlo with your Shopify store.

To setup mobile push on Ontlo, follow the steps given below:

• Open your Contlo account
• Go to the Contlo dashboard
• Navigate to the App Market
• Select Channels
• Click on Mobile Push
• Install the Mobile Push application
• Launch the Mobile Push application
• Configure the following settings depending on your OS type:
  • Android: Access the Firebase dashboard and input the necessary details to allow push notifications on the Android device
  • iOS: Access the Apple dashboard input the necessary details to allow push notifications on the iOS device
• Press Save Settings
• After the mobile push has been successfully configured, go to the campaigns section to make a mobile push campaign.

To create a segment from scratch in Contlo, follow the steps below:

• Open your Contlo account
• Press on the Create segment option on the Segments tab
• From the ‘Choose a segment type modal’, select a segment type
• Press Proceed
• A create a live segment screen will be opened
• Input the required details
• Press Create Segment.

To create an email campaign in Contlo, follow the steps given below:

• Open your Contlo account
• Navigate to the Contlo dashboard
• Press Campaigns on the sidebar
• Press on the Create Campaign option on the campaigns screen
• Select the Create Email button
• Now, you will find a list of elements, fill in the required details
• Press Save Changes and save your configuration
• Press Launch Campaign to send the campaign to the target customers.

To add contacts to your Contlo, follow the steps below:

• Open your Contlo account
• In the sidebar, navigate to the Audience section
• Press Add Contacts
• Either a single contact can be added or a CSV, XLSX, XLS form can be imported to add multiple contacts.

To create a welcome automation in Contlo, follow the steps given below:

• Open your Contlo account
• From the sidebar, go to the Automations section
• Press on the Create Automation option
• You would be redirected to a ‘Choose a template’ page
• Find and choose the Welcome - Email template
• Press Use Template on the template preview modal
• An Automation editor which is already loaded with the selected template will be opened
• Set up each block according to your requirements.

To create a form in Contlo, follow the steps given below:

• Open your Contlo account
• Press the ‘Build a form from scratch’ option
• Choose a form type, like Pop-up, Spin the Wheel or Fly-out
• Modify the form with the help of the Styles tab
• Reposition the form and choose the correct Size.
   

To connect your custom store with Contlo, follow the steps given below:

• Open your Contlo account
• Go to Account Setup
• Link your Store on the Get Started page
• Choose Install Manually from the given platforms
• Press the Connect Now option
• On the Unique Snippet Code screen, copy the given snippet and paste it within the head tag
• After adding the snippet to your custom store, Input the store URL in the ‘Enter your URL’ section to verify the connection field
• Press Verify to check the connection
• After the verification is successful, Press Connect Now to initiate the integration between Contlo and your custom store.