How to Configure the Conversion Hub

This article explains how to configure the Conversion Hub in the platform.

The Conversion Hub is an on-site conversion module designed for mobile visitors. It provides a persistent “hub” of quick actions and key links that encourage engagement and increase lead conversions.

Watch this video tutorial to see the full setup process in action:

Step-by-Step Instructions

1. Access the Engagements Settings

  • From the top navigation bar, click Settings.
  • From the drop-down menu, select Engagements to open the Engagements page.

2. Locate and Enable the Conversion Hub

  • On the Engagements page, find Conversion Hub and confirm that it is toggled ON.
  • Then, click Configure to begin setup.

3. Create Template Buttons

  • Scroll down to the Create Template Buttons section and click Create Template Buttons.
  • You can use the preconfigured Reply Messages by clicking Edit, or create your own custom message template.

4. Configure Button Settings

  • If you’d like to add your own buttons to the Conversion Hub, click Create a New Button.

  • Under Icon, select a visual icon to represent the action.

  • Enter a Label — this is the text customers will see on the mobile Conversion Hub bar.
    • Examples: “Special Offers”, “Credit Check”, or “Schedule Test Drive”

  • Detail Page Specific: Check this box if the button should appear only on vehicle detail pages. Leave unchecked to display on all pages.

  • Order: Define the button’s display order within the Conversion Hub bar.

  • Additional Information: Add any details users should see when they click the button.

  • Response Text: Enter the message the customer will receive after engaging with the button.

  • Disclaimer: Include any required legal or promotional disclaimers.

  • Once complete, click Create Button to save your configuration.

5. Preview and Verify

After configuration, preview your Conversion Hub on a mobile device to ensure:

  • Buttons are displaying correctly and in the right order.
  • The response text appears as intended.
  • The hub layout looks clean and professional.

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