sales-skills/sales-convertri

Convertri Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Fix a broken page — won't publish, loads slowly, custom domain stuck, page importer failed
   • B) Build a funnel/page — free-form editor, ready blocks, mobile design, split test, DTR, countdown
   • C) Sell — integrated cart, one-click upsells, bump sells, membership delivery, Stripe/PayPal
   • D) Wire automation — Zapier triggers, custom webhooks, sync leads/sales to a CRM or membership tool
   • E) Verify a webhook — the cverify signature, payload fields, secret key
   • F) Pick or compare a plan (Convert / Scale / Maximize) or sort out impression/video overages

2. Which plan are you on? Convert ($99/mo), Scale (~$199/mo), Maximize ($299/mo), or free trial. Several features below are plan-gated.

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | |---|---| | Funnel strategy, page structure, conversion benchmarks across tools | /sales-funnel — Run: /sales-funnel {user's original question} | | Checkout/cart conversion strategy across carts (order bumps, upsells) | /sales-checkout — Run: /sales-checkout {user's original question} | | Email sequences after lead capture or purchase | /sales-email-marketing — Run: /sales-email-marketing {user's original question} | | Growing the list, lead-magnet strategy | /sales-audience-growth — Run: /sales-audience-growth {user's original question} | | Membership/community delivery strategy across platforms | /sales-membership — Run: /sales-membership {user's original question} | | Generic CRM/ESP iPaaS wiring (Zapier/Make) | /sales-integration — Run: /sales-integration {user's original question} |

If the question is Convertri-specific, continue to Step 3.

Step 3 — Convertri platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing/plan gates, data model, integration recipes, code examples. For raw webhook/auth/trigger detail, read references/convertri-api-reference.md.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation.

• No public REST API. Convertri has no documented REST API to create or read pages/funnels programmatically. Automation runs through the Zapier API key (Account → Integrations → Zapier → Setup) and custom webhooks. If a user wants to "build pages via API," set that expectation up front and route them to webhooks/Zapier for the data-out side.
• Keep funnels small for Zapier. A funnel with too many pages makes the Zapier connection time out — keep 20 pages or fewer per funnel when wiring Zaps.
• Impression-based pricing. Convert/Scale meter monthly impressions; overage is $30 per extra 250k. High-traffic pages can surprise the bill — Maximize removes the cap.
• Verify webhooks with cverify. Drop cverify, sort the remaining keys alphabetically, pipe-join the values, append |<secret>, UTF-8 encode, SHA-1 hash, uppercase the first 8 chars — that must equal cverify. Set the secret in Account settings.
• Amounts are in pennies. ctransamount/ctaxamount/cshippingamount are integers in the smallest currency unit ($10.00 = 1000). Divide before display.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research (2026-06) — review these, especially plan-gated features and integration details that may be outdated.

1. No public REST API. You cannot programmatically create funnels/pages. Data-out automation is Zapier (one API key) + custom webhooks only. Plan integrations around that.
2. Zapier times out on large funnels. "Too many pages in a funnel means Zapier will time out and not load them all" — keep ≤20 pages per funnel when selecting pages in a Zap.
3. Impression overages add up. Convert (250k/mo) and Scale (500k/mo) charge $30 per additional 250k impressions; only Maximize is uncapped.
4. Video hosting bandwidth is capped. Self-hosted video (Scale/Maximize) includes 100GB/mo; overage is $10 per additional 100GB.
5. cverify is SHA-1, first 8 chars, uppercase. Easy to get wrong — keys must be sorted alphabetically and values pipe-joined with the secret appended last before hashing.
6. Webhook caps differ by attach point. Up to 5 webhook URLs per form, but unlimited per product. Lead-capture webhooks don't fire unless you set the URL on the page.
7. Pricing entry point is steep. $99/mo (Convert) is high versus budget builders (LanderLab, Carrd); justify it with speed/cart/membership needs, not page count alone.

Related skills

• /sales-funnel — Funnel strategy, page structure, conversion optimization, and A/B testing methodology across tools
• /sales-checkout — Checkout/cart conversion strategy (order bumps, upsells, dunning) across cart platforms
• /sales-clickfunnels — ClickFunnels platform help — the all-in-one funnel/checkout/membership alternative
• /sales-landingi — Landingi platform help (AI landing pages, DTR, programmatic pages) — a lower-cost landing-page alternative
• /sales-instapage — Instapage platform help (AdMap, AI Experiments, post-click optimization) — the premium PPC alternative
• /sales-membership — Membership/community delivery strategy across platforms
• /sales-email-marketing — Email sequences to run after lead capture or purchase
• /sales-integration — Connect Convertri to a CRM or ESP via Zapier, Make, or webhooks
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

Example 1: Sync new sales into a CRM via webhook

User: "How do I push every Convertri sale into my CRM automatically?" Approach: Convertri has no REST API, so use a custom webhook (or Zapier). Set a secret key in Account settings, then add your endpoint URL on the product's Advanced settings (unlimited webhooks per product). Convertri POSTs a Sale payload with ccustemail, ccustname, cprodtitle, corderid, ctransamount (pennies), ctranspaymentmethod, ctranstime, plus UTM/fbclid/gclid tracking. Verify cverify before trusting it, divide ctransamount by 100, then upsert into the CRM. For no-code, use the Zapier "New Product Sale" trigger instead. Pull the cURL/Python recipe + payload JSON from references/convertri-api-reference.md.

Example 2: A page loads slowly / won't publish

User: "My Convertri page is supposed to be fast but it's crawling." Approach: Convertri's selling point is sub-3s pages on its CDN — slowness usually traces to heavy custom HTML/CSS, large un-optimized images, third-party scripts/pixels, or self-hosted video exceeding bandwidth. Strip custom embeds to isolate, compress images, and confirm the custom domain's DNS/SSL finished provisioning before assuming a publish bug.

Example 3: Choosing a plan for a launch with traffic + membership

User: "I'm running paid traffic to a funnel with a members area — which plan?" Approach: Membership delivery and self-hosted video are Scale+; if paid traffic will exceed ~500k impressions/mo, the $30/250k overage on Scale can outweigh moving to Maximize (uncapped impressions, unlimited domains, client sub-accounts). Size the plan to expected ad volume, not page count — Scale already gives unlimited pages.

Troubleshooting

Zapier won't load my funnel's pages

Symptom: Selecting a page in a Zap trigger spins or errors. Cause: The funnel has too many pages; Zapier times out before loading them all. Solution: Keep the funnel to 20 pages or fewer, or split it into multiple funnels. Re-test the Zap after trimming.

Webhook cverify never matches

Symptom: Your signature check rejects every webhook. Cause: Wrong key order, values not pipe-joined, secret not appended last, or hashing/encoding mismatch. Solution: Remove cverify, sort remaining keys alphabetically, join values with |, append |<secret>, UTF-8 encode, SHA-1 hash, take the first 8 chars uppercased — compare to cverify. Confirm the secret in Account settings matches the one in code.

Surprise impression/bandwidth charges

Symptom: The bill is higher than the plan price. Cause: Monthly impression cap (250k Convert / 500k Scale) or video bandwidth cap (100GB/mo) was exceeded. Solution: Impressions overage is $30/250k, video bandwidth $10/100GB. Move high-traffic pages to Maximize (uncapped impressions) or offload video to YouTube/Vimeo to avoid bandwidth overage.