For the Power Users & Layman Optimizers Alike
April 27, 2018

For the Power Users & Layman Optimizers Alike

Ken Hanson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Convert Experiences

Convert is the tool of choice for injected experiment treatments.

In layman's terms, when we want to do an experiment very quickly but need to target accurately, we turn to convert.

While Convert's WYSIWYG editor is really great, we actually almost exclusively use it in the custom JS / CSS modes. It's incredibly powerful with regard to being for engineers and your non-technical marketers.

We use it for:
  • Feature Validation
  • Testing the riskiest assumption from Product teams
  • Lifting specific Pirate (AARRR) growth metrics
  • Personalization
  • Over the top powerful Javascript enabled targeting. This feature is called DMP Profiling and is available in the Pro Plan, currently only +$100 more than the plus plan. An article explaining this feature is here for further reading: I wrote up a much longer explanation but TR broke it up weirdly. The gist is that you can powerfully use JS to target. This allows me to target users in our SPA in incredibly advanced ways. I can walk their entire history model and assign them an audience value, or I can exclude them. It's MUCH more powerful than just a "Site Area" tool. We recently used it against 900K users to check if they had written a review of their apartment or not yet. This allowed me to only expose the user on the homepage to an experiment that prompted them to write a review while excluding users that couldn't write a review from the experiment (because they had already written one). The experiment converted 50% better than what we do now, generating 9k reviews in a matter of hours.
  • Audience targeting IN ADDITION to all that fancy DMP targeting. This means I can define demographics or other data as a qualifier AS WELL as the previously mentioned qualifier. This can be setup in so many ways: Traffic source, Visitor Data, Include / Exclude users part of a current experiment (!!), Date/Time, Device/Browser/OS, JS Conditon
  • Real-time reporting that makes sense to the whole company to view. Seriously, I can share a Convert Report to any level of intelligence on my team and they understand what's happening.
  • Audiences and Goals are saved as presets, so your entire team can use them. Using the example above, we have an audience called "Wrote a Review" that we exclude from the Review Prompt treatments.
  • Their customer support is seriously fast at answering questions. I've never had to wait more than a day.
  • You will immediately experience frustration (at least as a developer using JS Conditions) with the CDN times. Experiments often don't appear to you after saving new JS for up to 5 minutes. This can be crazy painful if you're going from Local Development > Staging > Production.
  • There are some minor UI quirks inside the experiment editor if you're using the more advanced features like we do.
  • It's almost mandatory that you're onboarded by a human. There's so much to this tool it'd be pretty hard for you to just dive in like some other apps. If you're like me that can be a bit frustrating. Some people need that though and enjoy the human touch, so I hate even giving this as a negative.
  • We've lifted retention every month, mostly through discovery of this tool.
  • We generated 9,000 reviews off one experiment. After many rapid and fast learnings from failed experiments of course ;)
  • It has freed my whole department up to move as fast as we want to move. It overcame every single technical hurdle we had faced after going through 3 different injection tools and being priced out of 2 others.
There were a number of other tools I used. Specifically though: they expose the DMP features that some other companies price into oblivion and enterprise levels (if the other tools have them at all!)

I feel like I've gushed a lot about the DMP and power user features of Convert in other questions, so I'm going to leave things a little sparse here.
Well suited for:
  • Non-technical Marketing Teams
  • Fast moving Growth Teams
  • Really technical experimenters and optimizers that are frustrated with the lack of technical targeting most tools provide (this was me)
  • Teams wanting to run lightweight to medium weight technical experiments but don't want to impact the development cycle or wait for the development cycle to add their experiments.

My entire job function is speed and throughput of growth experimentation, so I can't honestly testify to what it isn't suitable for.

Using Convert Experiences

5 - Feature Validation, Experimentation, Optimization, and Research.
  • Directionally experimenting to quickly / cheaply find where we should pivot to lift metrics.
  • Research
  • Feature Validation
  • Using the DMP Profiling, we've been able to really quickly patch a bug while we let Dev get caught up to the problem.
  • Personalization
  • Sales "What-if" scenarios and demos
  • 3rd party data integrations
Couldn't live without this, no other tool does precisely what we need them to do

Convert Experiences Support

Really thorough, fast responses that keep up with the technical nature of my support requests.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
I'll show you my recent request, answered on the same day I asked:


Just curious how often a unique visitor is able to trigger a goal.

Is it 1x per unique user? Or is it 1x per unique user session?

I feel like it's 1x per unique user based on my testing, but I would just love to clarify and be sure.


Hi Ken,

Only once. When a unique visitor is bucketed to the experience, he/she can trigger the goal once. Next time that he/she will match the conditions of the goal, nothing will happen.

Let me know if you have any other questions,