SleekView Kanban for Convert Pro
SleekView Kanban reads the Convert Pro module configuration and lead capture records stored in WordPress, groups each row by the lifecycle or follow up column you choose, and lets you drag cards between columns to update Convert Pro status and lead pipelines together.
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Convert Pro modules and leads live in lists
Convert Pro stores each optin module as a custom post type with a status that walks from draft to published to paused, with archived as a final state. Captured leads land in a Convert Pro lead table or sync into a connected email plugin, where each lead carries a status that the team treats as new, contacted, converted, or dismissed depending on how the downstream sales or marketing flow works. The default Convert Pro admin presents both as long sortable list tables with filter dropdowns and a familiar Brainstorm Force style detail screen.
SleekView Kanban reads the same data and uses the lifecycle column as the natural way to group cards. A modules board lines up draft, published, paused, and archived. A leads board lines up new, contacted, converted, and dismissed. Card fronts show module type, target page, or conversion rate for modules, and lead name, source module, and last touch for leads, so the kanban view mirrors how the team already thinks about each item.
Dragging a module into paused writes back through Convert Pro so the popup stops appearing on the site, while dragging a lead into contacted updates the local lead record without losing the captured email or any custom fields the form collected during signup.
Workflow
From Convert Pro data to kanban in four steps
Connect the Convert Pro data source
Pick the status column
Choose what shows on each card
Enable drag and drop writeback
Sample board
Sample Convert Pro modules board
Comparison
Convert Pro lists vs SleekView Kanban
Default Convert Pro lists
- Modules and captured leads live on separate Convert Pro admin screens by default
- Module lifecycle hides behind a single status column with no visual pipeline view
- Pausing or archiving a module requires opening the module and saving from the editor
- Lead follow up has no built in board, teams improvise with spreadsheets or CRMs
- Custom fields captured by Convert Pro forms rarely appear in default lead list rows
SleekView Kanban
- Reads Convert Pro module post type and lead tables directly with no migration
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Columns per lifecycle
statusfor modules and per follow up status for leads - Drag a module to paused to update its Convert Pro status, the popup stops appearing
- Card fronts show module type, conversion rate, lead source, or any custom form field
- Filter by target page, module type, or lead source without losing the columns
Features
What SleekView Kanban gives you for Convert Pro
Writebacks update modules and leads
Module status changes go through Convert Pro, so popups appear or disappear in line with the board. Lead status changes update the local lead record and any downstream integration, so the kanban view becomes the single working surface across modules and follow up.
Filter by module or target page
Layer filters by module, target URL pattern, source module, or any custom field while staying on the board. Columns stay grouped by status while visible cards narrow to the cohort you care about, so reviews and follow up loops stay focused at all times.
Conversion review at a glance
Module cards display conversion rate so you can compare published modules side by side without flipping between Convert Pro reports. A small underperforming column makes it easy to spot tired creative and drag those modules into paused while you cycle in fresh tests.
Audience
Where Convert Pro teams use kanban every day
Optin rotation overview
Group modules by draft, published, paused, and archived to see the whole optin rotation on one screen. Dragging a tired module into paused stops it showing on the site while keeping creative, copy, and targeting rules ready for the next campaign window.
Lead follow up board
Group captured leads by new, contacted, converted, and dismissed so the sales team has a working follow up board. Cards carry source module and last touch, so reps see which module brought in each lead and which channels actually deliver real business.
Conversion comparison view
Group modules by type or by target page with conversion rate on each card and you have a side by side comparison view. Drag underperformers into paused without leaving the board, then add new variants under draft for the next round of optimization tests.
The bigger picture
Why a kanban view matters for Convert Pro
Convert Pro is a flexible optin builder, and that flexibility produces a sprawl of modules, variants, and follow up flows over time. The default admin assumes you want to inspect one module or one lead at a time, but the real work is coordination. Which popups are live this week, which ones are tired, which leads need a second nudge, which ones converted.
A kanban view answers all of that geometrically. Columns reflect lifecycle, card heights tell you whether anyone is behind on follow up, and drag and drop replaces the click trail of opening editors, switching tabs, and updating spreadsheets. By writing changes back through Convert Pro and through whatever lead store you actually use, SleekView Kanban turns the board into the working surface where optin rotation and lead follow up happen, while Convert Pro continues to capture leads and serve modules exactly as it always has on the public site.
Questions
Common questions about SleekView Kanban for Convert Pro
The Convert Pro module post type and the lead capture table the plugin populates are the most common targets. SleekView introspects the schema and picks up custom fields, so any column Convert Pro stores including form custom fields can drive grouping, filters, or card display.
Yes. Dragging a module into paused writes back through Convert Pro, which updates the module status the plugin uses to decide whether to render the popup on the site. The result is the same as pausing the module from the Convert Pro admin manually.
Lead status writebacks update the local lead table you connected to the board. If you sync leads into a CRM or email plugin, that downstream integration continues to run, so the kanban view does not bypass any of the existing automation or sync flows you set up.
Yes. Any custom field captured by the Convert Pro form appears in the field picker for both the card front and the detail panel, so cards can carry plan interest, company size, or any other attribute the team uses to decide what to do next with the lead.
Yes. As long as a local lead table records the capture, SleekView can render that table. Many teams keep Convert Pro's local lead storage on as a kanban friendly mirror while still pushing leads downstream into their primary CRM through the existing integration the plugin already provides.
Yes. SleekView respects WordPress capabilities, so marketers might be allowed to pause modules while only sales reps move leads between follow up columns. Read only users browse the board freely without triggering any writeback to Convert Pro or to the lead store.
No. Conversion tracking continues to work as usual because module rendering and capture logic stay entirely in Convert Pro's hands. The kanban view only writes the module status or the lead follow up status, neither of which affects how Convert Pro counts conversions.
No. SleekView reads and writes the existing Convert Pro module post type and any local lead table you connected. No data is migrated, no Convert Pro setting is touched, and uninstalling SleekView leaves Convert Pro exactly as it was before installation.
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