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What is Conversion?

Welcome to your modern marketing automation platform

Updated this week

Why Conversion?

B2B marketing has changed. Buyers expect personalization, speed, and context in every message. Legacy tools weren’t built for that reality, which is why we built Conversion.

Conversion is the modern marketing automation platform designed for high-growth teams. It helps you:

  • Build and send on-brand emails quickly with our drag-and-drop builder.

  • Automate personalized nurture with no-code workflows.

  • Keep your CRM and marketing data clean and synced in real time.

  • Personalize every message with AI-powered Magic Snippets and Magic Blocks.

  • Orchestrate across channels with ads, enrichment, and integrations.



What can you do in Conversion?

Conversion has a full suite of tools to help you design, send, and automate campaigns:

  • Emails: Send one-time blasts or create automated lifecycle sequences.

  • Templates: Store and reuse branded layouts for consistent communication.

  • Workflows: Build automated journeys with triggers, delays, and actions.

  • Ads: Sync audiences directly to LinkedIn, Facebook, and more.

  • Snippets: Manage reusable content blocks for personalization at scale.

  • Audiences: Create dynamic lists powered by real-time segmentation.

  • Contacts: Manage individual leads and their attributes.

  • Companies: Track accounts alongside contacts for ABM workflows.

  • Variables: Standardize data fields used across campaigns.

  • Forms: Capture leads with customizable forms that feed directly into Conversion.

  • Settings: Manage integrations, deliverability, and account-wide preferences.



Do you need to learn everything?

Not at all. You can get value right away by sending a simple campaign, then layer in more advanced features as your strategy evolves.



Do you need to do any setup?

Yes, there are a few basics we recommend before you dive in:

  1. Create your workspace.

  2. Set up your email channel and site. Add your sending domain for deliverability. Connect your website for analytics and reporting.

  3. Add people. Import contacts via CSV, sync your CRM, or integrate your product data.

  4. Build your first audience. Segment based on attributes or behavior.

  5. Send your first campaign. Start with a one-time blast or an onboarding workflow.



Who is Conversion for?

Conversion is built for high-growth B2B teams who need to move fast without sacrificing personalization. It works for:

  • Marketers who want to design and automate campaigns without relying on engineering.

  • Sales teams who need enriched, up-to-date contacts and accounts in their CRM.

  • Operators who want clean data, synced systems, and reliable reporting.



Ready to get started?

Head to onboarding to create your workspace and send your first campaign in under an hour.

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