Automated Zipify Weekly Funnel Scorecards
Every Monday, WebRun opens Zipify, reads last week's conversion rate and post purchase upsell performance for every active funnel, posts the scorecard to Microsoft Teams, and creates a Trello card for any funnel whose numbers have slipped so it gets rebuilt or tested.
How do I get a weekly scorecard of my Zipify funnel performance?
WebRun checks every active Zipify funnel each Monday for last week's conversion rate and post purchase upsell performance, posts the scorecard to Microsoft Teams, and creates a Trello card for any funnel that has slipped and needs a rebuild or a test. Funnel performance gets reviewed on a schedule instead of only when revenue noticeably drops.
- Underperforming funnels get flagged for a rebuild every week
- A running scorecard replaces one off performance checks
- Both the main offer and the upsell get tracked together
Built for Shopify brands using Zipify · DTC ecommerce marketers · conversion rate optimization teams · growth teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
zipify.comin a real browser with your saved login - no setup, no API keys. -
1
Zipify - read last week's funnel performance
- Open Zipify and pull last week's conversion rate for every active funnel
- Read post purchase upsell take rate and average order value lift
- Compare against the prior week's numbers
Done when Every active funnel has last week's performance recorded.
-
2
Microsoft Teams - post the scorecard
microsoft.com
WebRun opens Microsoft Teams to post the scorecard. - Post conversion rate and upsell take rate for every funnel
- Compare against the prior week
- Highlight the funnel with the biggest change, up or down
Done when The team has this week's funnel scorecard posted in Teams.
-
3
Trello - create a card for underperforming funnels
trello.com
WebRun opens Trello to create a card for underperforming funnels. - Create a card for any funnel with a meaningful drop in conversion or upsell take rate
- Note the likely area to test, offer, price, or page flow
- Move the card to Done once retested
Done when Every underperforming funnel has a Trello card for the next test.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it edit or rebuild the funnel automatically?
No. WebRun only reads the performance data Zipify already tracks and reports it. Editing or rebuilding a funnel is a decision your team makes.
How is a funnel flagged for a rebuild?
Any funnel with a meaningful week over week drop in conversion rate or upsell take rate gets tagged and moved into Trello for review.
Does the scorecard cover both the main offer and the upsell?
Yes. It reads conversion on the main page and the take rate on any post purchase upsell, so both parts of the funnel are covered.
Related templates
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