Welcome to my ConvertBox review guide 2021.
This is exactly two (2) months and a few days since I got my own access to the ConvertBox lifetime deal.
You know, I almost forgot I bought this lead generation and on-site personalization targeting-based tool.
As there are a million and one things on the table of every marketer and blogger out there.
Stuff to do never ends, never…
I have had ConvertBox wasting away without putting it to use.
Not until recently, I finally decided to log in to my ConvertBox account to start playing around with it. I implemented a few boxes on my site to start with.
In less than 30 minutes I got something up and running.
You can Imagine a non-techy guy like me finding my way around a new platform within a short amount of time.
It was unbelievable!
Take it or leave it. This is the easiest and simplest software I’ve come across in years.
Even though I’m yet to exploit all of ConvertBox features. I was very, very impressed with the outcome. Compared to my old lover – ThriveLeads.
Hence, I had to write this ConvertBox review to share all of them with you. And how you can leverage this software to grow your revenue and explode your online income.
In this ConvertBox review we’re going to cover:
- What is ConvertBox
- 5 ways to use ConvertBox
- My favorite ConvertBox features
- What I hate about ConvertBox
- A step-by-step walkthrough (inside view)
- Integrating ConvertBox (with your favorite tools)
- How much the lifetime deal costs
- Frequently Asked Questions
Some ConvertBox alternatives…and a lot more other things.
Without further ado… Let’s get into business!
ConvertBox Review: What Is It?
ConvertBox is a fully hosted software platform that lets online marketers and webmasters create and manage opt-in forms, pop-ups, quizzes, and more to show personalized offers to website visitors at the right time.
Created by Dean Saunders – the founder and CEO of ConvertBox – which was renamed and improved from ConvertBar in 2018.
ConvertBox was built from the ground up to make lead generation and behavioral-based marketing easy to implement for website owners without any tech drawbacks.
Like I said earlier, I’m yet to go halfway on exploiting this tool to my advantage.
However, my favorite feature about ConvertBox so far is the easy creation of full-screen exit intent pop-ups to maximize my affiliate conversions.
The ability to also split test variations of these offers is super-cool.
Besides that, Convertbox offers a tremendous amount of larger features to help you gain leads and earn more from your existing traffic.
Before we dig into these features – let’s get into the creative ways on how to implement and use ConvertBox on your sites and sales funnel pages.
5 Creative Ways on How To Use ConvertBox in your Business
I’m going to show the complete ConvertBox interface, how to create your first ConvertBoxes, and other things you need to know.
But to start, I want to single out some use cases where I think ConvertBox excels (better) in comparison to other tools.
#1. Get Creative With Optin Forms
There are different ways to collect emails using most of the lead generations out there.
Well, for ConvertBox, there are tons of ways to collect emails. Better. Conveniently.
As an online business owner – to grow email lists and own the type of traffic you control – you definitely need a tool that gives you all the flexibility you desire to develop a conversion-optimized strategy.
Well, this is where ConvertBox shines exceedingly at:
You have the power to create different types of opt-in forms and place them at strategic places all over your site.
You can create:
- Sticky bar opt-in
- Slide-in opt-in
- Full-page overlay opt-in
- Center modal opt-in
- In-content/embed optin
Whichever of the opt-in type you choose to deploy on your site – it comes with various display settings, to triggers how, and where you want it shown to your visitors.
We shall dive in deep on these settings on our ConvertBox walkthrough.
Now for example:
You can use the in-content or embed opt-in on all your blog posts to give away freebies related to individual posts on your website.
Like, if you run a fashion blog, you can give away a shopping checklist for males on a male clothing/shopping related contents WHILE you also have a special lead magnet for females on posts targeted for them.
All within the content.
#2. Create CTA Boxes
Let’s say you’re not interested in collecting emails. You just want to drive your visitors to click through to a certain page or offer.
Then you’ll find this one very useful.
All you have is a ConvertBox with text and a CTA button. You can also add images (preferably) to the fullscreen boxes.
Just as the opt-in options, you can have these boxes come as a sticky bar, slide-in page overlay, etc.
A typical example of this is being used on this page, I’m using the exit intent trigger option. Just make an attempt to exit this page – it’ll pop up.
Btw, this is set this to only work on desktop by default.
#3. Create Dynamic Quizzes
This is a feature that I haven’t used yet. But I see a huge potential in this.
With ConvertBox you can create unlimited interactive quizzes within your content marketing funnels, websites, blogs, and online stores.
There are ways to deploy your quizzes using ConvertBox templates (segmentation).
You can set as a full-page overlay quiz, embedded into content, slide-in (on the bottom left or right screen).
The coolest part is you can connect your quiz forms to your favorite autoresponders and apply tags based on the quiz results.
If you want you can just redirect your audience to different offers based on the quiz result without collecting emails.
Example: One place I would love to implement this is my best sales funnel post. How I will deploy this is having a slide-in/call-out modal at the bottom right-hand corner.
I will simply ask visitors if they use funnels in their business – having “Yes” and “ No” as the option.
For “ Yes”, it will take them to “What best feature are you looking for”, then they have to select from the criteria that make a funnel builder…
Till they hit a point where they have to enter their email to get their results with the best recommendation that suits their needs.
For “ No” selection, I will take them through the quiz to get them into using the best sales funnel builder for a beginner.
I can’t wait to implement this! (if I haven’t yet implemented it when you’ll be reading this).
Hope you got the idea?
#4. Create Countdown Timers
You can take advantage of timely offers and promotions using ConvertBox countdown timers on your websites.
As someone involved in periodic marketing launches, discounted offers, and promotions – to me this is a priceless feature I’m gonna be using on contents associated with those offers.
#5. Welcome or Announcement Video Messages
The slide-in templates work greatly for welcoming first-time visitors via a short video.
Letting them know more about you and what you can help them with.
Another nice use-case is giving special or latest announcements about your products, services, or a promotion you’re running.
While there are quite a few other applications of ConvertBox on your pages and websites like deploying the announcements and welcome messages based on your visitors’ location, page landed, etc..
Or showing overlays on pages that aren’t yours. Triggering ConvertBoxes based on image or link clicks. The possibilities are endless!
Now that you’ve seen the different ways on how to use ConvertBox on your pages… below are my favorite features:
My Favorite Features of ConvertBox
If you happened to have visited ConvertBox’s official website or read other ConvertBox reviews out there – then you must have read on the range of functionality provided by Dean Saunders and his team.
As mentioned, I’m yet to explore all.
Below are a few of my favorite features I’ve experienced and pretty much excited about so far.
Favorite Feature #1. No Plugin Needed To Use ConvertBox
Well, this feature may not excite you. But for me – I’m happy I don’t have to add an extra load (plugin) to my WordPress site.
Too many plugins slows down a site.
ConvertBox is NOT your average lead generation and conversion tool for WordPress sites.
Although they provide a plugin. But this is just more than a plugin and doesn’t need an installation before using it on your site.
What you need is just add a script to your site header tag:
This is a plus for me!
Considering the fact that many software within its category requires an installation to work. ThriveLeads, Sumo, etc.
Moreso, you can use ConvertBox on any page on the web. Not limited to only WordPress. How nice! 🙂
Favorite Feature #2. Painless A/B Split Testing
A/B testing has been a powerful and essential marketing approach for decades now.
For any marketer, blogger, and online business owner – split testing campaigns are tactics that help generate better conversions and revenue.
You can literally test anything and everything on ConvertBox with ease.
As I’m writing this, I’m running two variations of an exit-intent full-page overlay CTA box on a few pages on this site.
For about 8 days. And as you can see above I’m heading somewhere.
The reporting is simple. The implementation is simpler: Within your ConvertBox editor just click on the “+Create A/B test” and “Create new variation”.
This clones your Variation A. Then you edit and customize your Variation B. You can do the same for as many variations as possible.
Favorite Feature #3. Sweet Looking Templates
Looking at the pre-designed ConvertBox templates, it’s calm to say that anyone without any atom or form of coding and design skill would have the ability to launch awesome opt-in designs.
Basically there are two (2) modes of ConvertBoxes:
- The overlay that shows over your page (usually a popup)
- The embed that shows within your content
Under each of the ConvertBox modes is where you have the types of ConvertBoxes.
For the overlay you have the:
- Sticky bar
- Callout modal or Slide-in
- Center modal
- Full-page or screen type
Then for the Embed, you have the large embed and small embed.
Selecting the “Slide-in” modal we see the main templates themselves:
Just pick your preferred ConvertBox template based on the goal you wish to achieve.
Favorite Feature #4. Advanced Visitor Targeting & Behavioral Rules
Exploring the ConvertBox targeting and behavioral rule aspect is where things get really surgical.
It is how you control who gets to see your forms, when, where, and how.
ConvertBox lets you easily target all visitors or specific visitors on your site using its powerful conditional targeting engine.
From the editor select the “Targeting” tab you either choose “Show to all visitors” or “Target specific visitors”.
The “Show to all visitors” is the default. While the “Target specific visitors” is where to go advanced with your targeting and rules.
You can set a conditional rule to target based on:
- User’s location
- Number of page views
- Session count
- Based on the URL parameter
- Device type
- Seen a particular ConvertBox
- Your favorite autoresponder activity
And so much more…
The interesting thing is how you can mix and match these rules using AND if / OR if logic.
So you can use multiple targeting rules on a single campaign.
What I Don’t Currently Like About ConvertBox (and wish it has)
One thing I really wish I could do with ConvertBox is getting to see the performance and individual stats for the pages my ConvertBoxes are enabled and displayed on.
So sad it only shows me the total statistics for each ConvertBox.
No page-by-page reporting. Hence no way to see which of my pages are converting the most.
For instance, I have a specific ConvertBox I set to show on about a dozen related posts. So far the interaction rate/clicks are 8.43%.
There’s no way ConvertBox could feed me with the exact pages bringing in the most clicks. Unfortunately.
This should have enabled me to optimize my campaign to improve and get more clicks and conversion.
How To Use ConvertBox (step-by-step)
This is an inside look at how to create your first ConvertBox and launch it.
Getting started with ConvertBox
In creating your first ConvertBox you’ll have to click on “+ New ConvertBox“.
Which opens up the window where you give your ConvertBox a name. Add a new group or select from the existing group.
A ConvertBox group is just like a folder for your ConvertBoxes. Gives you flexibility and helps to keep things organized.
For me, I keep my exit-intent popups in one group. Optin boxes in one group etc…
The next step takes you to select your ConvertBox type. Followed by templates.
For the sake of this demo, we’ll be going with the “Center model” ConvertBox type.
Depending on our goal (collect leads, drive clicks, limited offer, quiz, video messages, announcements, etc) – we choose from one the nice looking templates:
Or alternatively, if you prefer you can start from scratch and build from a blank template. You bet, someone like me will never, ever try building from scratch eh.
For this review, I’m going with the “Lead gen” template.
Another refreshing attribute about ConvertBox templates is the delightful colors, buttons, and how easy it is to replace elements within the editor.
Inside the ConvertBox Editor
Customizing your ConvertBox goes almost the same way as you would usually use some of page builder editors. Drag and drop.
You can change anything. Add anything. The way you want.
Just as every editor – the customization elements are always found on the left or right sidebar.
Add Texts. Buttons. Video. Image. Progress bar. etc to your form.
As you can see, when I toggled the “user profile” (1) on the sidebar – it shows my avatar above the form (2).
Within the customizer, you can change your ConvertBox type (3). Instead of trying to go back changing it. Which requires saving the current work and starting all over again.
You can switch to mobile view to edit how you want your form to feel on mobile (4).
Finally, you can create multiple form variations for split testing your opt-in form (5).
Clicking on any of the form elements (texts, buttons, and text fields) shows its correlating settings. Like this:
- Form actions: Where you indicate what should happen when someone submits the form. This is where you integrate your autoresponder
- Form field: You create, add, or edit the form field
- Form size
- Change button font style
- Button color
- Button text color
Out of the editor…
ConvertBox Display Targeting
Starting with Triggers.
This allows you to set when a ConvertBox shows on your page. My favorite is page abandonment. Also called exit-intent. When a visitor attempts to leave the page.
You check more than one basically.
Next is Frequency. How you want your ConvertBox to show visitors.
You can choose to show your ConvertBox every time the visitor views your page. OR…
Set how many times each visitor will see your ConvertBox and also the maximum times they will see it per day.
Finally, for the Display rule, we have Location. This is where you set pages on your site to display and not display your ConvertBox.
Next is ConvertBox Targeting…
You can choose to show your ConvertBox to all visitors or go down the rabbit hole of targeting specific visitors using the conditional rules.
Let’s leave it at “Show to all visitors”.
Finish and Launch!
The final step/stage. This is where you activate your ConvertBox to take effect on your site. You can even schedule your form to begin and end at a specific day and time.
What Tools Does ConvertBox Integrate With?
ConvertBox smoothly connects with quite a ton of marketing platforms to make life easier. And they keep adding more.
Here are the marketing solutions you can integrate with ConvertBox (as at when this was written):
- Google Analytics
- HTML forms
Yes, ConvertBox also connects with Zapier!
If you’re looking to connect your ConvertBox to a platform or service not supported natively – Zapier is the ideal route to go!
Using CB webhooks to create a Zapier integration allows you to easily connect ConvertBox to hundreds of platforms and services.
Currently, ConvertBox is offering a lifetime license for a one-time fee of $495. With a 30days money-back guarantee.
I took advantage of the opportunity while I could. Since I’ve missed opportunities like this in the past.
Cuz I know for sure this is for a limited time where ONLY the early adopters get the lifetime deal.
According to Dean:
When we launch to the public our pricing will increase and change to a monthly/yearly fee
So, I’ll highly recommend you lock in the lifetime deal.
There’s also an option for the ConvertBox PRO upgrade (a bump order) which gives you:
- 500k views/month instead of 250k
- Use on 50 sites instead of 10 sites
- Manage logins 5 sub-users
- Use ConvertBox for clients
- Priority support
A no-brainer investment for me given what I’ve achieved so far with it and what I’m yet to exploit. Quiz, Surveys Timers, etc.
Frequently Asked Questions
How good is the support?
From my experience so far, ConvertBox’s support has been a helpful one.
Check: This was when I first activated ConvertBox on my site and it refused to show:
It was a bit frustrating. Being a non-techy dude. lol
Although no live/chat support available. Still, I was impressed with my ticket response time. 6 hours isn’t bad as a response time if you ask me.
There’s a ConvertBox Facebook group. I’m a part, but not an active participant.
From the updates and posts I glanced through – it looks like a place to get help and call home.
Not too long I also discovered that they have a pretty handy knowledge base/Help Desk center:
Is ConvertBox a WordPress plugin?
No ConvertBox is not a WordPress plugin.
It is a fully hosted software platform where you can create and manage ConvertBoxes for all your sites. However, there is a plugin available. But not mandatory.
I don’t have the plugin installed on my WP sites.
Who are the ConvertBox alternatives?
I’ve previously used ThriveLeads and Sumo on my sites for lead generation. Only.
While both ThriveLeads and Sumo WordPress lead generation plugins are good in their own way. In my opinion, ConvertBox beats both hands down in terms of flexibility on external sites, ease of use, sophistication, and price.
Another ConvertBox alternative worth mentioning is OptinMonster. Heard it’s cool. Never used it.
But from my research below’s what I discovered:
ConvertBox vs OptinMoster
Starting with the price of both: In order to get similar ConvertBox lead gen features on OptinMonster – you’ll have to be on the $49 per month OptinMonster plan.
And you’ll have to pay a year upfront to access OptinMonter. This costs $588 when deducted from your bank every year.
While ConvertBox costs a lifetime fee of $495.
Kinda pay once enjoy forever. CB wins! Click here
Secondly, I learned that OptinMonster takes time to learn and master and a bit difficult to get forms created.
As for ConvertBox… you know the rest.
Thirdly, You can’t create quizzes on OptinMonster, unlike ConvertBox that lets you build create high-converting quizzes to foster site engagements and increase conversions.
CB still wins!
ConvertBox Review: Final Thoughts
If you want to grow your email list and collect more leads, you need a tool that can help you implement conversion-optimized strategies.
ConvertBox happens to be a simple, flexible and yet multiplex platform to help bloggers, online businesses, e-commerce owners, etc to grow their list, increase conversions…
And Launch personalized offers to the right visitors at the right time.
Like breeze. With no crazy tech nor design prowess. It’s literally meant for lazy marketers like myself. **covers face**
Take on the lifetime deal. Give it a whirl. Request a refund if you don’t like it. Or keep on enjoying it if you love it. For life.
- Lifetime deal. Cheapest in its world
- No need for plugin installation
- Easy to set up and use
- Sweet-looking templates
- Okay support
- Facebook group available
- Cool templates
- Reporting limited only to ConvertBoxes. No page stats