SleekView Kanban for Convertful
SleekView Kanban reads your Convertful widget records and the synced submission log linked to your WordPress site, groups them by widget state, and lets marketers drag widgets between Draft, Live, A/B testing, and Archived columns to keep every pop-up, sidebar, and exit-intent widget honest without flipping between the Convertful workspace and WordPress.
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Why Convertful marketing teams need a kanban view
Convertful runs widgets like pop-ups, slide-ins, and exit-intent forms on a connected WordPress site, with each widget tracked in the Convertful workspace. The plugin syncs widget identifiers to WordPress and writes submission entries to a local table or directly to the connected mail provider. Each widget carries a state of draft, published, paused, or archived, plus extra data for active A/B tests.
SleekView Kanban points at the synced widget table, lets you pick the column that holds the state to group by (the widget status field synced from Convertful, a derived test_state built from the Convertful test meta, or a related campaign tag), and renders one card per widget. Each card shows the widget name and type, impression and conversion counts, the active test variation, and the connected mail provider list.
When a marketer drags a card from Draft into Live or Archived, SleekView writes the new state through the Convertful API helper that the plugin uses, fires the standard plugin hooks, and removes the card from the queue. The Convertful workspace side stays consistent, and any analytics events tied to widget changes continue to fire through the normal pipeline.
Workflow
Build a Convertful widgets board in four steps
Connect SleekView to Convertful
Pick the widget status column
Decide what shows on each card
Enable drag-and-drop reviewing
Sample board
Sample Convertful widgets board
Comparison
Default Convertful vs SleekView Kanban
Default Convertful UI
- Widgets are managed in the Convertful workspace with no shared WordPress-side queue view.
- The plugin syncs widget identifiers but does not surface widget state on a queue or board.
- Active A/B tests are tracked per widget with no shared board for running tests across the site.
- Archived widgets mix with old drafts inside the Convertful workspace with no clear retire lane.
- Bulk actions exist but cannot group widgets by current state or connected mail provider list.
SleekView Kanban
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Group Convertful widgets by the synced
statusacross draft, live, paused, and archive. - Show impression and conversion counts on each card front for quick conversion triage at scale.
- Drag a card from A/B testing into Live and SleekView calls the Convertful winner helper.
- Card fronts can show the connected mail provider list and widget type for fast visual scans.
- Roles can be limited to marketers so general editors never see the conversion testing board.
Features
What SleekView Kanban gives you for Convertful
Widget queue inside WordPress
Draft and Live widgets sit in their own columns inside WordPress with impression and conversion counts on each card. Marketers see every active widget across every campaign in one place, instead of flipping between the Convertful workspace and WordPress just to check which widget is firing.
A/B tests in their own lane
Active tests land in the A/B testing column with variation counts and leading variation on each card. Marketers promote a winner by dragging the card into Live, and SleekView calls the Convertful winner helper so the variation is recorded and impression counts continue to track normally.
Drag writes back through helpers
When a card moves, SleekView calls the Convertful API helpers that the plugin uses for status, winner, and archive actions. Impression counts, conversion stats, and any custom code listening to Convertful events continue to fire through the normal pipeline without any extra plugin glue or workarounds.
Audience
Marketing teams that put it on the conversion dashboard
Sites running many widgets across campaigns
Sites running dozens of Convertful widgets across blog, store, and home use the board to keep every widget visible. The Live column shows the active portfolio, the A/B testing column shows ongoing tests, and the Archived column makes retirement obvious after a campaign window closes for marketers.
Conversion teams running constant tests
Conversion teams running constant A/B tests use the board for the weekly review. Cards show variation counts and leading variation, so the team picks winners by dragging them into Live, and SleekView calls the Convertful winner helper so winners are recorded for the future analytics history.
Seasonal campaigns with launch and retire flows
Seasonal campaign teams use the Draft column for pre-launch widgets, the Live column for the campaign window, and the Archived column for post-campaign retirement. The board makes the campaign lifecycle visible for stakeholders without leaving the SleekView surface for status meetings.
The bigger picture
Why a Convertful kanban keeps conversion programs steady
Conversion programs only stay healthy when marketers can see every widget on one surface. Convertful is doing the right thing by managing widgets and A/B tests cleanly on the workspace side, but the WordPress plugin only embeds widgets and syncs data, which means hygiene work happens in a separate workspace and stale widgets quietly collect impressions. A kanban view changes that shape.
The Draft column captures intent for upcoming launches, the Live column shows the active portfolio, the A/B testing column gives optimization a clear lane, and the Archived column makes retirement visible. Moving cards keeps the Convertful API helpers in play, so impression counts, conversion stats, and the connected mail provider integration stay correct. The work feels small because each card is small, and the board makes the size of the program honest, which is the part that matters when a team is responsible for keeping the conversion rate steady across launches.
Questions
Common questions about SleekView Kanban for Convertful
Yes. Moving a card calls the Convertful API helper that the plugin already uses, so impression counts, conversion stats, and any custom code listening to Convertful events continue to fire through the normal pipeline. The Convertful workspace side stays consistent with the kanban surface.
 SleekView reads the synced Convertful widget table that the plugin maintains and joins the connected mail provider list meta in the same query. You pick the synced table as the source, choose the state field to group by, and SleekView renders one card per widget with the fields you select.
 Yes. SleekView ships with role-based permissions, so marketers can have a single page that holds the Convertful board and nothing else. Only chosen roles can drag cards, and destination columns can be limited per role so contributors cannot promote widgets into Live without an approval move.
 Custom widget types and any extra status values appear automatically because SleekView reads distinct values from the chosen column. You can rename column headers, pick colors, and decide whether marketers can drag cards between any two columns or only along an approved campaign launch path.
 Yes. Each board has one source so the rules stay clear, and the campaign tag on the cards lets the same board show every widget at once. Many teams add a second board scoped to a single campaign for focused weekly reviews during a launch or seasonal promo.
 Dragging never deletes data. It changes the state field SleekView is grouping by, which matches what the workspace does. Archived widgets keep their test history and can be reactivated from the same board, and only an explicit move into Trash removes the local synced widget row from the table.
 Yes. Each card can show the time since the test started or last reached a milestone, so a test that has been running for weeks looks visibly different from a fresh one. Sort options can also place the oldest cards at the top of every column so stale tests never silently drift out of view.
 No. SleekView pages the board, only loads cards for visible columns, and uses indexed queries on the synced widget table for the status filter. Sites with hundreds of widgets and large submission logs stay responsive because heavy fields are only fetched for cards currently on screen.
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