My Honest ConvertBox Review and In-depth Tutorial

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Are you looking for an in-depth yet unbiased Convertbox review to decide if it’s worth investing in?

I’m glad to hear you found what you were searching for.

Since ConvertBox opened early access to its platform, it has attracted a lot of attention. I even observed some beautiful ConvertBox popups and slide-in widgets on many websites while web browsing.

So, out of curiosity, I bought a ConvertBox lifetime license to see if it helps grow website engagement and lead generation efforts.

ConvertBox Invoice Lifetime Deal Purchase Proof

To be honest, spending $590 on a single tool in early access wasn’t an easy decision. However, it turned out to be a worthwhile investment because I recovered the entire cost within a few weeks by implementing ConvertBox’s on-site messaging widgets.

The ConvertBox tool has proven to be very helpful in keeping my readers engaged and encouraging them to subscribe to my email list and buy stuff through my affiliate links without being salesy.

As a result, I’ve seen a massive boost in affiliate sales since I started using ConvertBox.

In case you’re also considering buying this tool, here’s everything you need to know.

Besides describing ConvertBox features, pros & cons, and pricing, I have included an in-depth tutorial on how to use this platform effectively so that you can convert your visitors into profitable leads and sales.

What is ConvertBox?

ConvertBox is a form builder and on-site messaging platform packed with plenty of powerful features to improve your campaign’s effectiveness. 

In today’s competitive online market, capturing leads and engaging with potential customers is crucial for business growth.

With ConvertBox, you get the best solution at an attractive price that perfectly fulfills these requirements. 

It helps you capture email addresses and create personalized, on-site messaging experiences for website visitors.

But have you ever wondered why such a tool is necessary?

The simple answer is “money.”

You are missing out on monetization opportunities if your website doesn’t have forms and an on-site messaging solution. 

Here are the top reasons why. 

Reason #1: Banner Blindness

Banner blindness, a.k.a. ad blindness, is a phenomenon where website visitors consciously or unconsciously ignore banner-like information and other page elements by perceiving them as ads. While web page patterns, advertisement types, locations, and proximity have evolved, banner blindness is still prevalent.

Users ignore stuff that resembles ads, appears in close proximity to ads, or is in areas traditionally dedicated to ads. 

In fact, Infolinks, a leading digital advertising solution, found that 86% of consumers experience banner blindness.

Even if you offer the best products or services, banner blindness will prevent customers from buying from you.

On-site messaging solutions and form builders can significantly improve your offers’ visibility, allowing you to reach more prospects.

For example, many top e-commerce brands, news publications, and affiliate websites use popups, notification bars, slide-ins, and other elements to draw customers in.

Reason # 2: Most People Don’t Buy on Their First Visit 

We all know most website visitors aren’t ready to buy right away. You have to establish your brand’s credibility, earn customers’ trust, and offer something they can’t resist. 

However, it’s a time-consuming process, and most people might not return to your site unless you get them to sign up for the list.

You can capture their contact info using opt-in forms and later follow up with them through an email marketing campaign to quickly convert visitors into customers. 

Similarly, e-commerce sites can set up cart abandonment sequences to recover incomplete sales and generate more revenue. 

Website sales don’t happen overnight. So, instead of bombarding your audience with sales pitches, let them get to know you first. 

Reason #3: Improved User Experience

Unlike banner ads, which are often intrusive and annoying, opt-in forms and on-site messaging provide a more engaging and personalized experience for website visitors when used correctly. E.g., exit-intent pop-ups.

Reason #4: Higher Conversion Rates

Opt-in forms and on-site messaging systems can lead to higher conversion rates, as they are designed to capture visitor information and encourage them to take action, such as signing up for an email list or making a purchase.

Additionally, you can incorporate email marketing follow-up campaigns to nurture leads and increase revenue and customer loyalty.

Reason #5: Better Targeting

ConvertBox’s lead forms and on-site messaging tools enable you to target specific user groups based on various factors such as geolocation, device, and web browsing behavior, resulting in precisely targeted and personalized messaging.

You now understand why opt-in forms are important.

But do we really need another popup generator in a market flooded with options like OptionMonster, Leadpages, and Clickfunnels?

Well, that depends on the users and their specific requirements.

While software like ClickFunnels may be ideal for enterprise businesses with high-ticket clients, ConvertBox can cater to different types of businesses, from individual bloggers to large agencies and e-commerce shops.

ConvertBox is still in Beta, but it’s worth checking out. Please read my ConvertBox review below to find out if ConvertBox is right for your business.

ConvertBox Features

I have tested several opt-in form builders like Thrive Leads, Elementor, Convertful, and many others, but ConvertBox is my favorite website form builder.

While I only use it sparingly on SuccessPixel, I know what it’s capable of. 

To start, let’s talk about the top ConvertBox features that make it stand out.

1. A Well-Organized Dashboard

Whenever I purchase software, I check the UI and usability. I don’t like the cluttered interface that requires multiple clicks to reach frequently used elements or pages.

That said, I loved ConvertBox’s clutter-free user interface. It’s clean, easy to navigate, and doesn’t bog down the workflow with unnecessary elements.

Once you log in, you will see a quick overview of your Activity Snapshot and ConvertBoxes.

Activity Snapshot displays key statistics such as views, leads, and conversions for the selected timeframe.

You can quickly create new groups and forms by clicking the “+ Group” and “+ New ConvertBox” buttons. 

Create as many ConvertBox groups as you like without worrying about overcrowding. Instead, you can simply drag unneeded or rarely used ConvertBox groups to the bottom of the list. 

2. Beginner-Friendly Opt-in Form Creation

Besides having a minimal dashboard, ConvertBox offers an extremely easy-to-use interface for creating groups and opt-in forms.

You’ll love the ease of creating ConvertBoxes and enjoy the process. 

Create ConvertBox Groups

If you want to create a new ConvertBox group, click the “+ Group” button on the dashboard, name it something memorable, and click “Save.”

It’s that simple! Your newly created group will now appear under “Your ConvertBoxes” on the main screen. 

Create New ConvertBoxes

If you want to create a ConvertBox widget, click “+ New ConvertBox,” give it a name, and pick a ConvertBox group from the dropdown list. Additionally, you can create a new group directly by clicking the “+ Create new group” button.

Create a new ConvertBox

Once you have created the ConvertBox and chosen a preferred group, press the “Select ConvertBox type” button to move to the next step.

Create a new ConvertBox CTA

3. Beautiful Pre-made ConvertBox Templates

You must select the type of ConvertBox you want before you can customize the appearance and behavior of your form. For example, you can create overlay pop-ups or embeddable widgets.

The first type of ConvertBox is an Overlay that displays as a pop-up over your page content. 

Select a Type of ConvertBox Overlay

Displaying these forms increases your marketing message’s visibility and encourages visitors to take action. 

Sticky Bar

You can use them to display interactive notifications to your website visitors based on specific triggers. 

ConvertBox provides a selection of customizable templates for creating sticky bars.

ConvertBox Sticky Bar Overlay Templates

Use these templates based on what you want to achieve with the campaign, e.g., building a list, segmenting users, promoting special offers, or creating FOMO to increase sales.

Alternatively, you can build a new one by clicking “Skip and build from scratch.”

Callout Modal

Callout pop-ups appear in the corner of your audiences’ desktops. Their appearance resembles live chat windows, giving your visitors a more personalized experience. 

ConvertBox Callout Modal Templates

Callout modals assist with special offers promotion, lead generation, critical announcements, webinar funnels, and user segmentation.

As an affiliate marketer or e-commerce shop owner, you can create slide-in callout modals to promote limited-time offers and drive rapid sales growth.

Center Modal

With Center Modal forms, ConvertBox offers a traditional pop-up experience. 

Since these ConvertBoxes are very difficult to ignore, you’re guaranteed to get your visitors’ attention for at least a few seconds. With the right time, offer, and design, center modals can be a huge success.

Whenever you’re short on time, you can pick from the library of professionally designed templates from ConvertBox to get started quickly.

Full Page Overlays

Do you have an outstanding offer you’d like to share with your audience?

Then, ConvertBox’s Full Page Overalys is the solution.

Implementing full-page overlays on your website helps your audience instantly see your message (value prop). Nevertheless, this strategy may negatively impact the user experience, especially if the form content lacks quality.

For example, visitors may quickly abandon your site if your offer isn’t appealing and the overlay cannot be closed due to design imperfections.

Therefore, ensure your content is truly valuable and engaging for your visitors before creating a full-page overlay.

Luckily, ConvertBox offers a bunch of high-converting Full Page Overlay templates to choose from if you don’t want to design your forms from scratch.

Embedded forms are the second type of ConvertBox you can build. 

Despite not being as noticeable as overlays, they’re less distracting and blend seamlessly into your content. 

Large Embedded Forms

You can embed these forms in your content. Your audience is more likely to convert if you promote relevant offers through these forms.

Whenever you do it right, prospects will likely convert. However, embedded forms can get lost in quick scrolls or if visitors leave the site without reading everything.

That’s why you should always think about the location, proximity, and appearance of embedded forms along with your marketing message.

Small Embedded Forms

Small embedded ConvertBoxes work precisely the way they should. These forms can be the perfect addition to widget areas, especially in the sidebar or footer. Since the specified locations for Small embedded ConvertBoxes are prone to banner blindness, make your design eye-catching for maximum form visibility.

Although ConvertBox has some premade designs, I strongly recommend customizing them to match your brand.

4. Powerful Customization Options

You can customize your opt-in forms using ConvertBox’s visual drag-and-drop editor. 

It’s divided into two sections. 

On the left, you’ll see the options panel with all the design elements you can add and the interface for adding multiple steps. 

On the right, you’ll see a live preview of your ConvertBox. You can add/remove different design elements from your editor and customize them to match your brand.

However, you should focus on conversion-optimizing your forms besides making them visually appealing.

Here’s a quick list of ConvertBox elements:

User Profile

It allows you to connect with your readers and establish trust. Add your real name and company profile to make it look more authentic.

Teaser Functionality

One of the coolest features of ConvertBox is a “teaser” box. You can do this to entice visitors to interact with your ConvertBox. It’s available on all ConvertBox types except embedded, and you can customize the look to make it stand out. You’ll see a Teaser toggle in the sidebar when you open ConvertBox’s visual editor. Please turn it on and explore various customization options!

Text

You can use this element to describe your opt-in offer. Since you only have a few seconds to grab the visitor’s attention, make sure your message is short and sweet. 

In addition to changing fonts, sizes, styles, and alignments, you can add custom hyperlinks to selected text. The best part is adding dynamic custom fields to your opt-in forms.

For example, if you run a marketing campaign for a few days each month, you can add the current month as a custom field, i.e., {{month}}, instead of the month’s name.

Button

Undoubtedly, the button is one of the most crucial elements of an opt-in form. ConvertBox offers plenty of button customization options. For most users, the available options are more than enough, but customization isn’t as extensive as it could be. 

I recommend you pick a button color that contrasts your form’s background color and size large enough to be clicked on mobile devices.

ConvertBox has advanced button settings to fine-tune marketing funnels even further.

Video

In case a text-based description isn’t enough to convey your offer’s key points, use a video instead. 

Currently, you can’t upload videos directly to ConverterBox. So upload your video to YouTube or Vimeo and get an embed code to add it to ConvertBox. 

Image

Having the right image improves opt-in conversions. Ensure your images highlight the benefits to your audience and match your marketing message. 

Sadly, ConvertBox doesn’t offer advanced image customization. For example, adding image overlays or custom links.

Form

Adding a form is the most effective way to streamline the opt-in process and convert more visitors.

For example, integrated forms can collect prospects’ contact information, such as their name, email, and phone number. Although getting all the details about a lead would be great for marketing, avoid adding unnecessary fields to forms, as they might hurt conversion rates. 

Timer

ConvertBox’s countdown timer will help you generate more sign-ups or direct sales by creating a sense of urgency in your visitors.

A timer can be set for a specific duration or as “evergreen” so that it remains active at all times. For example, you can create a countdown timer for the Black Friday sale that expires on Cyber Monday at midnight, when most deals end.

HTML

Advanced users can embed custom code into their ConvertBox using the HTML element. 

You may hide your HTML code on mobile devices via a quick toggle. 

This feature is handy if you want to embed external opt-in forms from email marketing software that are not included in the ConvertBox integration list.

Divider

A divider separates elements visually. Some users may find your form’s content more accessible/easier to read this way.

Progress Bar

The progress bar encourages users to complete the form if it involves multiple steps. 

You can customize the bar in several ways, including size, shape, initial percentage value, color, and more. 

How to Add Design Elements to the ConvertBox Canvas

Add elements to your ConvertBox by dragging them where you want. Except for HTML, every element has several customization options. 

For demonstration purposes, let’s add a Text element to ConvertBox. 

After adding the Text element, click it to see all the available customization options. 

ConvertBox Text Element Customization Options

Take a look at the live preview to see how each feature works. 

How to Change the ConvertBox Type

You can change the ConvertBox type at the bottom of the element panel. 

For example, suppose you’ve created the Center Modal and want to switch to the Callout Modal or Full Page; you can easily do that. 

Change ConvertBox Type

However, you can’t switch from overlays to embedded forms and vice versa. 

5. ConvertBox Mobile Editing

You can also customize the appearance of your ConvertBoxes for mobile devices. 

Click on the “Mobile” option in the top bar to switch to mobile editing. 

However, you can only control elements’ scaling and visibility, not anything else. 

For example, you can only change the font size, line height, and vertical scaling (top/bottom margins) of the Text element in mobile editing mode.

ConvertBox Mobile Editing Mode

Since mobile devices account for a larger percentage of web browsing nowadays, adjusting element sizes or hiding them is necessary for a smooth mobile experience.  

I’m disappointed with ConvertBox’s mobile editing mode, and there’s certainly room for improvement.

6. Multi-step Forms

If you want to create a multi-step opt-in experience with your Convertbox forms, click “Steps” on the left-hand side and then “Start creating steps.” 

You will see a list of the current workflow steps in the left panel. 

Initially, you will only see the first step, which refers to the form you are editing. Then, depending on your goals, you can decide what the next step(s) should be.

For example, collecting contact info or segmenting users based on their preferences.

For each step, click “Add a new step” and name it, such as opt-in, segment A, or segment B. 

ConvertBox will provide you with a blank canvas once a new step has been created. 

Now, you can add different design elements to match the first step in the workflow. Select the “Elements” tab again to customize your newly added ConvertBox form steps.

Usually, at least one action element, such as a button or a form, is present during the subsequent steps. That’s why be sure to edit the button or form settings so your multi-step form functions seamlessly and produces the desired results.

The following button settings are available for multi-step forms.

  • Go to the next step
  • Jump to step
  • Redirect to URL
  • Close the ConvertBox
  • Open another ConvertBox

Additionally, here are some advanced settings you may want to explore:

  • Open redirect URL in a new tab
  • Pass form fields as parameters on redirect URL
  • Fire a tracking script
  • Apply a custom field name and value
  • Apply a quiz score value
  • Stop showing this ConvertBox to the visitor

The Form element in multi-step ConvertBoxes has similar settings, along with the ability to insert additional form fields and conditional actions. However, be sure to set up your integrations before making multi-step forms. 

IMPORTANT: Modifying the type of a ConvertBox in a multi-step form will change the type of all steps connected to it. 

Adding more ConvertBox types to one workflow would’ve been a great idea. Unfortunately, with the current ConvertBox version, this is not possible. 

For example, you could add a slide-in (callout modal) as the first step to attract visitors and a full page overlay as the opt-in step to avoid distractions if this feature was available.

7. Multiple Display Options

With ConvertBox, you’re in control of when, where, and how often your form appears. 

You can configure all those parameters by navigating to the “Display” menu. 

Triggers

The trigger specifies when a particular ConvertBox will appear. Below are the five types of triggers ConvertBox supports:

  • Time on page: The ConvertBox appears when a visitor stays on a page longer than a set amount of time.
  • Scrolling the page: The ConvertBox appears when a visitor scrolls more than a certain percentage.
  • Period of no activity: The ConvertBox appears when someone has been inactive on the page for more than a specified time.
  • Page abandonment: The ConvertBox appears when a visitor attempts to leave. This trigger works great on desktop devices.
  • Clicking a link on the page: As the title suggests, clicking a link triggers a ConvertBox. Please remember, when the ConvertBox is activated with a link click, any display settings in Frequency and any rules in Targeting won’t apply.

Suppose you want to show a ConvertBox form to a prospective visitor. Trigger it only after the visitor has stayed on your page for 30 seconds or scrolls through more than 50% of the page content.

ConvertBox Display Triggers Time on page and Scrolling the page

Considering that the visitor has shown some interest in your content, a relevant offer might convert him.

You can always experiment with different variables to see if your results improve.

Frequency

This option determines how often you want to show a particular ConvertBox form to a visitor per session and cumulatively.

ConvertBox Display Frequency

You can also suppress the display frequency when someone closes the ConvertBox and choose what else should happen.

Location

ConvertBox locations enable you to display your marketing messages on the entire website or specific pages. 

ConvertBox Display Location

Choose one of the following display rules when you want to show your ConvertBoxes at specific locations.

  • This exact URL
  • URLs starting with
  • URLs containing
  • WordPress category
  • WordPress tag

Similarly, you can use the display rules above to prevent ConvertBoxes from appearing on specific pages or areas of your website.

Below is a quick tutorial on how to set ConvertBox display rules.

Embedded ConvertBoxes offer a unique display feature called “Embed areas.” Each area has a dynamic embed code enabling you to display multiple ConvertBoxes in the same area based on targeting preferences.

Besides embed areas, you can also specify the pages where you want your ConvertBox to appear or hide. 

To begin, click ‘Edit’ under Display Location settings. 

The location settings interface will appear. 

You can add or exclude your form from certain pages using two tabs: Include and Exclude

Suppose you want to show your ConvertBox on a particular page. Specify the exact URL where you want it to appear by clicking the “+ Add display rule” button. 

Please note that when no display rules are set under the Include tab, your ConvertBox appears on the entire site by default.

Similarly, you can hide ConvertBoxes on certain pages.

Quickly switch to the “Exclude” tab and press the “+ Add display rule” option. 

Choose a display rule from the dropdown list, enter the URL you want to exclude in the input field on the right side, and click “Done.”

If you need to include or exclude multiple pages, you can do that. Click the “+ Add page rule” button and repeat the process.

8. Extensive Targeting Options

We’ve already covered ConvertBox display options. Now let’s talk about targeting. 

When you visit the “Targeting” tab, you can choose whether you want your ConvertBox messaging to appear to everyone or only to specific users.

The default targeting setting is “Show to all visitors.” With the “Target specific visitors,” you can control who sees your form by setting rules. 

Once you have selected the “Target specific visitors” option, click on the “+ Add conditional rule” button to explore ConvertBox’s conditional rules (targeting preferences). 

ConvertBox Targeting Options Conditional Rules

Convertbox offers the following conditional rules.

  • Number of page views is MORE than
  • Number of page views is LESS than
  • Number of page views is EXACTLY
  • Number of sessions is MORE than
  • Number of sessions is LESS than
  • Number of sessions is EXACTLY
  • Device type is desktop
  • Device type is mobile
  • Has visited page
  • Has NOT visited page
  • Has visited with URL parameter
  • Has NOT visited with URL parameter
  • Referring source contains
  • Referring source does NOT contain
  • Location includes
  • Location does NOT include
  • Has seen ConvertBox
  • Has NOT seen ConvertBox
  • Is logged into WordPress

In the same way as display rules, you can also use as many conditional rules as you need when configuring your form’s targeting. 

Select “+ AND if “and “+OR if” under the conditional rules settings to add more targeting options.

9. ConvertBox Scheduling

Once you have designed a ConvertBox, and configured the Display and Targeting rules, it’s time to launch it.

Navigate to the “Launch” tab. The first two options, “ConvertBox name” and “Status,” are self-explanatory.

ConvertBox lets you pick a start and end date/time when activating it.

ConvertBox Scheduling Feature

This feature is helpful for ConvertBoxes that run for a limited time. E.g., Anniversary/Birthday sales, Black Friday and Cyber Monday sales, Halloween offers, Festive Sales, and Independence Day sales.

10. A/B Testing 

The A/B test lets you test two or more different versions of ConvertBox simultaneously. 

This way, you can compare the performance of every variation and find the one that works best.

ConvertBox has A/B testing functionality built in. Simply click “+ Create A/B test” on the editor screen and then “+ Create new variation,” and you’re ready to go. 

ConvertBox A-B Testing Split Testing

When you want to test more variations, hover over an existing ConvertBox variation and click the “Clone” icon. Unfortunately, you can only have four variations for any ConvertBox.

You can customize new variations of your form the same as the original once they’re created. From the variations list, you can edit any version you want.

Keeping track of changes has never been easier with ConvertBox’s “Notes” feature.

Write down all the details about your A/B test in the “Notes” section for future reference. 

Additionally, you can choose between two split test types by clicking “Settings.” 

ConvertBox A-B Testing Split Test Type

Here’s a brief explanation of each:

  • Cookied split test: If this option is selected, the form will be displayed randomly. However, visitors will see the same form variation each time. E.g., Variation A.
  • Regular split test: The regular split test also displays a random variation of your form, but visitors may see more than one variation. E.g., Variation A or Variation B

Despite A/B testing being a critical part of conversion optimization, I recommend you only change one or two elements at once and test the form for two weeks before interpreting any results.

When conducting A/B testing, be sure to test the following elements.

  • Headline
  • Description
  • Images (lead magnet illustration/background image)
  • Colors (for fonts, buttons, and other design elements)
  • Typography
  • Layouts
  • Form Fields
  • ConvertBox Type
  • Element Sizes
  • And more…

11. Wide Range of Third-party Integrations

You can leverage ConvertBox’s full potential by integrating it with third-party tools such as email marketing services, analytics tools, webinar platforms, CRM software, and more.

Please navigate to your ConvertBox dashboard, and click the “Integrations” option under your account.

You’ll find a list of all ConvertBox integrations. At the moment, ConvertBox integrates with 20 third-party services. 

ConvertBox Integrations

At the time of this review, there aren’t any announcements of upcoming integrations. Future versions of ConvertBox might support new third-party services, though.

12. Easy-to-read Reporting

While data-driven marketing campaigns yield better results, it’s critical to interpret your metrics correctly. 

Advanced reporting features are undoubtedly beneficial; however, ConvertBox provides only a few campaign statistics.

On the main dashboard, select a ConvertBox group and find the form you want to view stats for. Then, click the “Stats” option. 

Next, choose the timeframe, ConvertBox group, and form(s); as a result, all details will pop up.

In addition to the graphical view, you can see the Views, Interactions, and Leads in the statistical form.

ConvertBox Pricing: How Much Does ConvertBox Cost?

At the time of writing this review, ConvertBox costs $495 for a lifetime subscription.

You can create an unlimited number of forms with a limit of 250,000 views per month across all your ConvertBoxes. Furthermore, the plan includes all premium features at no extra cost.

The standard plan has only one restriction: usage limits. You can use it on up to 10 websites and serve 250,000 monthly views across all your ConvertBoxes.

Upgrade to the ConvertBox Pro plan for $95 to extend your usage limits.

The Pro plan is suitable for agencies that need a quick solution to building opt-in forms and on-site messaging for their clients.

It lets you use ConvertBox on up to 50 sites and handle 500,000 hits a month. In addition, the sub-user login feature is perfect for agencies that want to give their clients (up to 5) direct access to the ConvertBox dashboard without revealing their admin credentials.

ConvertBox’s final price has yet to be announced because it’s still in beta. However, the ConvertBox sales page indicates the regular price will be $99/month ($1,188 per year).

If that’s true, the ConvertBox lifetime deal offers an excellent value you cannot afford to miss.

ConvertBox offers a 30-day money-back guarantee if you aren’t satisfied.

Give it a shot, check out all the features, and see whether it meets your needs.

Check out this article for more info on ConvertBox plans and pricing.

ConvertBox Support

ConvertBox helps you create engaging and targeted pop-ups, forms, and on-site messages without touching a single line of code. 

With ConvertBox, you have access to a wide range of support options, including email support, support articles, video training, and a social media community.

ConvertBox Support Help Desk

Email Support

ConvertBox’s email support is a reliable and efficient way to get assistance with any questions or troubles you may encounter while using the platform. To contact the support team, simply visit the ConvertBox Help Desk and click on “Contact Support.”

ConvertBox Email Support Contact Support

The support team ensures you can keep using ConvertBox easily by providing quick and helpful responses. 

It always aims to reply to messages within 24 hours on weekdays, but the average response time is usually much shorter.

Please note that ConvertBox support is available Monday through Friday, 9 AM to 6 PM, NZST (UTC+12).

Support Articles

The ConvertBox Help Desk features many support articles covering a whole gamut of topics, from basic usage to advanced integrations and targeting.

These articles are designed to help users understand the platform’s features and troubleshoot any issues they may encounter. Some of the key sections include:

  • Basics: This section covers the most common questions and provides a solid foundation for using ConvertBox.
  • Integrations: Learn how to integrate ConvertBox with your favorite services to maximize its potential.
  • Targeting and Display Rules: Discover how to set rules and control when a ConvertBox is shown to a visitor.
  • Troubleshooting: Quickly find solutions to the most common issues, such as ConvertBox not showing up on your website.

Video Training

In addition to knowledgebase/support articles, ConvertBox offers a complete video training series to help you visually understand the platform’s features and capabilities. 

ConvertBox Video Training Series

These videos provide step-by-step guidance on various topics, making it easy to follow along and implement the techniques on your websites.

Social Media Community

ConvertBox also has a presence on social media, where users can connect with other ConvertBox enthusiasts and share tips, tricks, and experiences.

By joining this community, you can stay up-to-date with the latest ConvertBox news, features, and best practices, as well as seek advice from fellow users who may have encountered similar challenges.

ConvertBox Pros

  • Easy-to-use interface
  • Premade ConvertBox templates to simplify your design process
  • Trigger a sense of urgency (FOMO) and encourage visitors to take action using key design elements like timers and progress bars
  • You don’t need to write code to create automated form-driven or multi-step workflows.
  • Integrated A/B testing for your ConvertBoxes
  • Advanced display rules to control ConvertBoxes’ visibility
  • Enhanced targeting with multiple conditional rules to ensure only the right users see your form
  • Scheduling function for limited-time campaigns, such as festive sales, Black Friday, and anniversary sales
  • An integrated statistics tracker for views, leads, and conversions

ConvertBox Cons

  • Limited pre-designed templates are available.
  • Developing an action plan based on ConvertBox statistics can be challenging because it lacks extensive data reporting capabilities.
  • Mobile editing has only a few customization options and isn’t really up to the mark.
  • A/B testing is only available for the same ConvertBox types (overlay or embedded) and up to four variations. 
  • ConvertBox lifetime pricing is a steal deal for many users, but the high initial price can prevent some users from signing up.
  • No free trial (although it offers a 30-day money-back guarantee)
  • Customer support options are limited.    

History of ConvertBox

ConvertBox, a powerful online form builder and on-site messaging platform has come a long way since its launch.

Originally known as ConvertBar, the software was created by Dean Saunders, an internet marketer with years of experience. Saunders utilized his expertise in email marketing to continuously improve the platform, adding features based on his own experiences and insights.

ThriveCart founder Josh Bartlett acquired ConvertBox in 2021. Since ThriveCart is a powerful online sales funnel platform, adding ConvertBox to his portfolio was a logical move.

After the acquisition was announced on social media, the response was overwhelmingly positive.

ConvertBox Acquisition Announcement By Dean Saunders

Many users were excited to see how Bartlett could elevate an already impressive product to new heights.

Since its acquisition, ConvertBox has received numerous updates and improvements, bringing hundreds of new features.

The platform integrates seamlessly with major autoresponders, page builders, and cart platforms, making it a versatile and user-friendly option for businesses of all sizes.

As ConvertBox continues to evolve under Bartlett’s leadership, it remains committed to providing users with an easy-to-use, effective solution for their lead generation and conversion needs.

With its powerful features and ongoing improvements, ConvertBox will stay the #1 choice for businesses looking to optimize their online presence and drive results.

ConvertBox Alternatives

In case ConvertBox isn’t for you or its price is beyond your budget, consider some of the best ConvertBox alternatives for driving more email subscribers and improving conversion rates.

I’ve listed some best ConvertBox alternatives below, along with their features, pricing, and why they might be perfect for your website.

1. Bloom by Elegant Themes

ConvertBox Alternatives Bloom Email Opt-In Plugin For WordPress

The Bloom WordPress plugin by Elegant Themes provides six different subscription forms to help you build your email list fast.

With its user-friendly interface, you can effortlessly create and customize opt-in forms to match your website’s design. 

Bloom’s key features include:

  • Six subscription form types
  • Content locker to hide premium content until your visitor opts in
  • A/B testing
  • Targeted display settings
  • Integration with popular email marketing services
  • Flexible and highly customizable
  • Real-time conversion and email list statistics

Bloom is included as part of the Elegant Themes membership, which starts at $89 per year.

However, I recommend you get the Elegant Themes Lifetime membership, which provides access to Bloom, Divi visual page builder, Monarch social sharing plugin, and a few other products for a one-time cost of $249.

2. OptinMonster

ConvertBox Alternatives: OptinMonster

OptinMonster is a popular SaaS tool with a native WordPress plugin that helps you create high-converting opt-in forms.

Its easy-to-use drag-and-drop interface and extensive template library make it a top choice for many website owners. 

Key features of OptinMonster include:

  • Multiple form types, including floating bars, gamified wheels, scroll boxes, and lightbox popups
  • Drag and drop builder with mobile editing
  • 100+ premade templates help you get started quickly
  • Exit-intent technology
  • Advanced targeting and segmentation, such as page-level targeting options and geolocation targeting
  • A/B testing
  • OnSite Retargeting® and personalization
  • Actionable insights to improve your lead generation strategy

OptinMonster offers various pricing plans, starting at $9 per month (billed annually).

Unfortunately, OptinMonster lifetime plans are not available, but you get access to OptinMonster University ($1,997 value) and Done-For-You Campaign Setup ($297 value) for absolutely free with your OptinMonster subscription.

3. Elementor Popup Builder

ConvertBox Alternatives Elementor Popup Builder

Elementor is a popular visual page builder plugin for WordPress that also offers lead generation features. With its drag-and-drop interface, you can create stunning opt-in forms and pop-ups to grow your email list.

Elementor has some cool features, including:

  • Visual form builder
  • 9 opt-in form types and several designer-made pop-up templates
  • Integration with popular email marketing services
  • Advanced targeting and segmentation
  • Mobile-responsive designs

Elementor offers a free version, but the full-featured pop-up builder functionality is only accessible with the pro version, which starts at $59 per year.

4. Convert Pro

ConvertBox Alternatives Convert Pro WordPress Email Opt-in and Lead Generation Plugin

Convert Pro is a user-friendly email opt-in and lead-generation WordPress plugin that offers a drag-and-drop interface and a beautiful template library. With its step-by-step workflow, you can create professional-looking opt-in forms in just a few minutes.

Key features of Convert Pro include:

  • Multiple form types, including exit intent popups, on-click popups, info-bars, and slide-ins
  • Multi-step forms, such as the age verification popups, yes/no popups, and more!
  • Regularly updated template cloud
  • 100% mobile friendly and super fast loading speed
  • Easy A/B testing capabilities
  • Advanced targeting and segmentation
  • Integration with popular email marketing services
  • Unlimited website usage, including your own and clients’ websites

Convert Pro pricing starts at $87 per year for a single-site license. Lifetime licenses are also available.

However, I recommend purchasing the Astra Growth Bundle, which includes Convert Pro, Astra Pro, WP Portfolio Plugin, Schema Pro Plugin, Ultimate Addons for Beaver Builder, Ultimate Addons for Elementor, and all future products.

ConvertBox Review: Frequently Asked Questions

Q: Will ConvertBox work with my WordPress theme?

A: Yes. ConvertBox is a self-hosted opt-in form builder and on-site messaging solution. It’s flexible enough to work well with any theme following WordPress code standards. So far, I’ve used it with multiple themes without any issues.

Q: Is it compatible with other platforms besides WordPress?

A: ConvertBox is a standalone software that works on all websites and platforms.

Q: How long will the ConvertBox lifetime deal last?

A: The ConvertBox website says a lifetime deal is only available to early-access members. Once the product goes public, it might not be available anymore. In the future, access to the standard features will cost you $99/month ($1188/year).

Q: Can I get a ConvertBox free trial?

A: Unfortunately, ConvertBox doesn’t provide a free trial or a free tier. Meanwhile, the lifetime deal comes with a 30-day money-back guarantee.

Q: What is ConvertBox’s refund policy?

A: ConvertBox offers a 30-day money-back guarantee, no questions asked. Therefore, you can buy it risk-free and see whether it’s the right fit for your online business.

Q: Who is ConvertBox intended for? 

A: ConvertBox is designed for website owners looking to improve conversion rates. This list includes bloggers, affiliate marketers, small businesses, e-commerce stores, coaches, and online publications. 

Q: What are some of the best ConvertBox alternatives available today?

A: If you don’t like ConvertBox, you can choose from the following ConvertBox alternatives: 1. Bloom (a lifetime subscription is available), 2. OptinMonster 3. Elementor 4. ConvertPro 5. Thrive Leads

Q: Does ConvertBox have an affiliate program?

A: Yes, ConvertBox has an active affiliate program, and I’m part of it. However, you must be a ConvertBox customer to join the affiliate program. Create your ConvertBox account here, explore the platform thoroughly, and sign up for the affiliate program. After that, you can promote ConvertBox to your audience and earn money.

ConvertBox Review: Conclusion

ConvertBox is a must-have tool if you’re serious about taking your lead generation and conversion optimization efforts to the next level.

This tool is a game-changer for me.

No, I’m not just passing comments after reviewing the features on their official website. I have purchased the software and have been using it on my website since then.

It has completely transformed my approach to generating leads and converting visitors into customers. This tool has become so indispensable to my blogging that I cannot imagine living without it.

ConvertBox simplifies the entire lead generation process. Investing in this tool will pay off in the long run. Learn about conversion optimization, combine ConvertBox with the right email marketing/CRM software, and watch your campaigns drive crazy results.

I’ve tried a diverse range of lead-generation tools over the years, and ConvertBox is hands down one of the most effective.

ConvertBox is running a special lifetime deal for a limited time, where you can purchase it for only $495 (all premium features included).

Don’t miss this opportunity if you truly want to level up your blogging. Click the button below to see ConvertBox in action.

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