Documentation Index
Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt
Use this file to discover all available pages before exploring further.
Concepts
A quick summary of key concepts in Conversion.
CRM
Concepts relating to the core objects and data models in Conversion. Objects represent the overall schema, whereas records are individual instances of objects.
| Concepts | Definition |
|---|
| Contacts | Person to message |
| Companies | Company you’re in business with |
| Fields | Field or property that stores information about an object (ex. First Name) |
| Events | Logged interaction by a contact, such as page visits, form submissions, or ad clicks |
| Custom events | Events with custom types beyond the standard Conversion event types |
| Opportunties | Potential or ongoing deal with a customer, synced from your CRM |
| Custom objects | A custom object type defined by the user (ex. Products) |
| Relationships | The linking between a contact and custom object |
| Relationship attributes | Data attached to a relationship, without a defined schema |
Email
Concepts relating to the email sending service in Conversion
| Concepts | Definition |
|---|
| Blasts | One-time emails sent to a select group of contacts |
| Workflow emails | Emails sent in workflows |
| Templates | Email templates that can be used to create email blasts or workflow emails |
Workflows
Concepts relating to workflow automations in Conversion
| Concepts | Definition |
|---|
| Workflows | Automated sequences that string together actions such as sending messages, enriching data, updating records, logical operations, etc. |
| Workflow nodes | The actions in a workflow a contact passing through will take (send marketing email) |
Other
Other important concepts in Conversion
| Concepts | Definition |
|---|
| Audiences | List of contacts |
| Campaigns | Broad container for a marketing effort, used to group related marketing assets |
| Tokens | Configurable values that can be reused in email content and workflow nodes |
Terminology Comparisons
What the counterparts to concepts in Conversion are called in other platforms.
CRMs
| Conversion | Salesforce | Hubspot |
|---|
| Contacts | Leads & Contacts | Contacts |
| Companies | Accounts | Companies |
| Variables | Fields | Properties |
| Engagements | Tasks/Events | Engagements |
| Opportunities | Opportunities | Deals |
| Audiences | Lists | Segments (prev. Lists) |
| Campaigns | Campaigns | Campaigns |
| Workflows | Flows | Workflows |
| Blasts | n/a | Regular Emails |
| Conversion | Marketo | Pardot |
|---|
| Contacts | People | Prospects |
| Companies | Companies | n/a |
| Fields | Fields | Fields |
| Activities | Activities | Activities |
| Audiences | Lists | Lists |
| Opportunities | Opportunities | Opportunities |
| Campaigns | Programs | Campaigns |
| Workflows | Smart Campaigns | Automation Rules |
| Workflow Triggers | Smart Lists | Automation Rule Criteria |
| Blasts | Email Programs | List Emails |
| Conversion | Customer.io | Iterable | Braze |
|---|
| Contacts | People | Users | Users |
| Companies | n/a | n/a | n/a |
| Fields | Attributes/Traits | User Fields | User Attributes |
| Activities | Events | Events | Events |
| Opportunities | n/a | n/a | n/a |
| Audiences | Segments | Lists | Segments |
| Workflows | Campaigns | Workflows | Canvases |
| Blasts | Broadcasts | Campaigns | Campaigns |
