How to Use ConvertBox – Grow Your List & Boost Conversions

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Ever find yourself drowning in the sea of marketing tools, desperately looking for a lifeline? ConvertBox might just be your buoy. This article shows you how to use ConvertBox to capture email addresses and build relationships with your target audience based on their needs and interests.

This isn’t just your run-of-the-mill lead capture tool. We’re talking about a dynamic, agile platform that lets businesses really sync with their visitors. 

Want a form that pivots based on user behavior? ConvertBox’s got you covered. But before you jump headfirst into the ConvertBox universe, let’s take a moment to discover its nifty features. 

Whether it’s crafting forms that catch the eye or deciding the exact moment they pop up on your site, this tool is an authority in lead capturing. 

And the cherry on top? 

Seamlessly pair it up with your email marketing buddies and analytics tools. It’s not just about collecting leads, it’s about smartly optimizing your marketing game. 

In a nutshell? 

If you’re gunning to ramp up those conversions, it might be time to give ConvertBox a whirl.

Key Takeaways

  • ConvertBox offers a customizable platform for capturing leads and engaging website visitors.
  • Users can create and customize forms, set up rules for display, and integrate with other tools.
  • Understanding ConvertBox features and strategies can help boost conversions and optimize marketing efforts.

Understanding ConvertBox

What is ConvertBox

ConvertBox is an online form builder designed to help users create engaging and personalized forms for their campaigns. This user-friendly tool offers a wide range of features and customization options to ensure the success of your blog or website’s monetization potential. In a nutshell, ConvertBox helps you capture leads, generate interest, and encourage conversions on your site.

Why Use ConvertBox

There are several reasons to choose ConvertBox over other similar tools:

  • User-friendly interface: ConvertBox offers an easy-to-navigate interface, making it suitable for users with any level of technical expertise. This tool allows you to create and customize forms quickly and efficiently.
  • Targeted campaigns: ConvertBox enables users to create personalized and targeted campaigns, enhancing the user experience for your website visitors and increasing conversion rates.
  • Integration: ConvertBox can easily be integrated with popular email marketing services and other tools, allowing you to streamline your marketing strategy and better manage your leads.
  • Responsive design: The forms created using ConvertBox are fully responsive, ensuring they look great and function properly on any device.

In conclusion, ConvertBox is a powerful and versatile form builder that can help you achieve your online marketing goals. Its user-friendly interface, targeted campaigns, integration capabilities, and responsive design make it a valuable tool for anyone looking to increase their website’s conversion rate.

How To Use ConvertBox

Creating an Account

To begin using ConvertBox, the first step is to create an account. It’s a simple process that only requires a few details, such as your name, email address, and desired password. Once you’ve provided this information, you will receive an email to confirm your registration. Click on the confirmation link, and you’ll be all set to start exploring the platform.

Dashboard Overview

Upon logging in, you will be greeted by the ConvertBox dashboard. It is simple and uncluttered – designed to be user-friendly and easy to navigate. The dashboard provides two main displays:

how to use convertbox

Activity Snapshot: This section displays key performance metrics across all your groups and convertboxes, such as interactions and leads.

Convert Boxes: This section shows all of your groups together with the ConvertBoxes in each group. Each box displays the Views, Interactions, and Leads for each Group. When you click on an individual ConvertBox, you’ll see the Views, Leads, and Conversion Rate for that particular ConvertBox.

how to use convertbox

In the top menu, next to ‘Dashboard’ is ‘Stats.’ Click on that, and you’ll see a snapshot that shows how your Groups and ConvertBoxes are performing. You can view the stats by Group and by individual ConvertBox.

how to use convertbox

Setting Up Your First Campaign

Choosing Your Template

When setting up your first campaign in ConvertBox, the first step is to choose a template

Click on the + New ConvertBox button and then give your optin form a name and assign it to a Group:

You then need to choose what kind of opt-in you want, Overlay or Embedded: 

how to use convertbox

There are four types of Overlay opt-ins: 

  • Sticky Bar
  • Center Modal
  • Callout Modal
  • Full Page

Sticky Bar is a thin banner that runs across the top or bottom of the screen, and Center Modal is the standard popup that most websites use. Callout Modal is a ‘slide-in’ that sits on the screen’s right or left, and Full Page is an opt-in that takes over the whole screen.

After choosing the type of opt-in, you’ll then see a range of pre-designed opt-in forms:

how to use convertbox

All these templates can be completely customized. The main thing to look for when choosing a template is whether it is a one-step or two-step form.

Selecting the template that best suits your campaign goals saves time and ensures a consistent, professional-looking design.

Customizing Your Template

Once you’ve chosen a template, it’s time to customize its content and design to fit your brand and messaging. ConvertBox allows you to easily edit text, colors, images, and other elements to match your website’s aesthetic and deliver a consistent user experience.

opt-in form editor in ConvertBox

To customize your template, click on the element you wish to edit and make the desired changes using the tools available in the editing panel on the right. For example, you can:

  • Change the font size, color, and style of your text.
  • Adjust the colors of buttons, backgrounds, and other elements.
  • Upload and add images, logos, or icons to your campaign.
  • Modify the position, size, and spacing of elements on your template.

Remember, keeping your design clean and engaging is important while clearly conveying your message. A well-crafted ConvertBox campaign can help boost conversions, collect valuable leads, and enhance your overall marketing strategy.

The Power of Integration

ConvertBox is a powerful tool that allows for seamless integration with various email marketing and automation platforms. Integration can automate your workflows and save time on mundane tasks. ConvertBox lets you easily connect with popular platforms such as ActiveCampaign, ConvertKit, GetResponse, MailerLite, Gist, and HubSpot.

There are two steps involved in Integrating a third-party service with ConvertBox.

Integrating With Email Platforms

Email integrations make it simple for ConvertBox users to manage and nurture their email lists, leading to better communication and more engaged subscribers. For example, integrating with ActiveCampaign allows you to pass subscriber data directly to your chosen platform for targeted campaigns and automated actions.

Step 1

First, click on Integrations in the main drop-down menu:

adding an Integration in ConvertBox

Then choose the Integration you want:

Integrations supported by ConvertBox

Step 2

While editing your chosen template, select the lead capture form, and you’ll see a ‘Form Settings’ button on the left side of the screen:

adding an Integration to a ConvertBox

On the next screen, click on the Integrations tab, and then click on the button that says ‘+ Add Integration’:

how to use convertbox

Next, click on the field that says ‘Select Integration’:

select Integration

And then, choose the service that you added in Step 1:

adding a form integration in ConvertBox

Using the HTML Form Integration

For users looking for a more versatile option, ConvertBox offers an HTML form integration. This enables you to connect with any HTML website, page builder, or e-commerce platform. With this integration, you can effortlessly collect subscriber information, pass it onto your chosen service, and kickstart your email marketing efforts.

Leveraging Zapier

For users who want to connect their opt-in forms with a wider range of services, Zapier integration is available within ConvertBox. This feature broadens the scope of your ConvertBox connections, allowing you to integrate with platforms like Gist and HubSpot. A friendly and intuitive interface makes creating zaps that automate multi-step processes simple, leading to a more efficient and streamlined user experience.

ConvertBox offers various integrations that can help power your online marketing efforts. Whether using email marketing platforms, HTML form integration, or leveraging Zapier, ConvertBox provides a robust and adaptable toolset to strengthen your online presence and enhance user engagement.

Understanding ConvertBox Features

Creating and Using Groups

ConvertBox allows users to create and use groups, which work like folders to help organize their ConvertBoxes. These groups give ConvertBox users the flexibility to categorize their forms, making it easier to find and manage them based on their purpose or target audience. Creating a group is simple and provides an efficient way to keep track of multiple forms and campaigns.

Embedding ConvertBox on Your Site

To integrate ConvertBox with your site, users can either insert a piece of code into the website’s source code or use the ConvertBox WordPress plugin.

Whichever method you use, your ConvertBox forms will be available across all pages of your WordPress site. You can then create forms that show up on specific pages or in response to a specific user action, like scrolling or staying on a page for a certain amount of time.

The Beauty of Conditional Rules

One of the most powerful features offered by ConvertBox is conditional rules. With conditional rules, you can set up custom criteria to determine when and how your forms are displayed to website visitors.

using conditional rules in ConvertBox

These rules provide personalization options to target specific audience segments and increase the effectiveness of lead-capture efforts.

For example, you could set up a conditional rule to display a sign-up form for new visitors only, while existing subscribers might see a different form promoting a sale or special offer. The flexibility of the conditional rules in ConvertBox ensures that site visitors receive the most relevant and engaging content, ultimately boosting conversion rates and driving business growth.

Creating and Customizing Your Forms

Using Form Builders

As we saw above, opt-in forms are known as ConvertBoxes. Opt-in forms are essential for collecting leads and growing your email list. ConvertBox offers a user-friendly form builder that makes it easy for you to create custom opt-in forms for your website. 

You can choose from a variety of templates and customize them according to your needs by changing the colors, fonts, and other design elements. With the drag-and-drop interface, you can quickly add new fields, buttons, and other components to your form, making the entire process hassle-free.

Customizing Your Opt-in Forms

When designing your opt-in form, it’s recommended to use a clear and concise call to action (CTA) that encourages visitors to sign up. I described above how you can integrate your forms with your email service provider (ESP), but you can also integrate with customer relationship management (CRM) platforms, ensuring seamless data transfer and management of your leads.

Adding a Countdown Timer

To increase the sense of urgency for your visitors, you can add a countdown timer to your opt-in forms. This feature encourages users to take action immediately by visually presenting the time remaining before a special offer or event expires. To add a countdown timer to your form, simply select the timer element in the form builder and drag it onto your opt-in form:

adding a countdown timer in ConvertBox

You can customize the timer’s appearance, duration, and behavior, such as what happens when the timer reaches zero. 

For example, you can set the timer to redirect visitors to another page, display a message, or hide the form entirely. A countdown timer is an effective addition to your forms that can help boost your conversion rates and capture more leads.

Remember to keep your forms engaging and visually appealing to encourage more people to sign up. With ConvertBox, creating and customizing attractive forms is a breeze, giving you the tools you need to effectively grow your email list and generate more leads for your business.

Maximizing Conversions

Launching Split Testing

To ensure the effectiveness of your ConvertBox campaigns, it’s crucial to implement split testing. Split testing, also known as A/B testing, involves creating two or more variations of a campaign to compare their performance. By analyzing the results, one can identify which version generates better conversions.

Begin by experimenting with different headlines, calls-to-action, and design elements. Utilize ConvertBox’s easy-to-use interface to set up and manage multiple tests simultaneously. Remember to only change one element at a time to accurately measure its impact.

Analyzing Your Performance

Analyzing your ConvertBox performance data allows you to make informed decisions on improvements. Regularly track essential metrics such as conversion, click-through, and user engagement. This way, you can pinpoint specific areas that need attention and fine-tune your campaign elements accordingly.

Take advantage of ConvertBox’s built-in analytics to monitor the performance of your split tests and overall campaigns. Moreover, consider integrating other analytics platforms, such as Google Analytics, to comprehensively understand your audience and their behavior.

Increasing Conversion Rates

To increase conversion rates using ConvertBox, focus on improving your campaigns’ relevance and personalization. Use ConvertBox’s targeting features to tailor content based on visitor behavior or specific conditions. For instance, display different messages to new or returning visitors or segment your audience based on their location.

In addition, make your ConvertBox forms visually appealing and ensure a seamless user experience for your visitors. Leverage responsive design to ensure your forms look and function well on various devices. Lastly, prioritize your calls to action, making them clear and compelling to encourage users to take the desired action.

By employing split testing, analyzing performance data, and fine-tuning your campaign elements, you can maximize conversions using ConvertBox effectively.

Advanced Tactics with ConvertBox

Retargeting Customers

ConvertBox allows you to retarget customers effectively by using advanced targeting rules. This helps to ensure the right message reaches the right customer at the right time. You can create custom targeting rules based on a visitor’s on-page behavior, device, location, and more. For example, you can set retargeting rules for returning visitors who have viewed a specific product page but haven’t made a purchase yet. This approach enhances the chances of converting potential customers into loyal ones.

Implementing Sticky Bars

Sticky bars are a valuable asset in drawing user attention and generating leads. With ConvertBox, you can easily create and implement sticky bars on your website. These bars can be positioned at the top or bottom of the page, remaining visible while visitors scroll. Sticky bars are fully customizable in terms of design, text, and call-to-action buttons, allowing users to effectively guide their visitors’ actions and retain engagement.

Personalizing with Custom Overlays

ConvertBox also offers custom overlays, allowing users to create highly engaging and personalized pop-ups. These overlays can be designed according to specific targeting rules, ensuring the right content is displayed to the right visitor.

For instance, a custom overlay could be triggered when a user is about to exit the page or after a certain amount of time spent on the site. Customization options such as text, images, colors, and buttons can be tailored to support your website’s unique branding and messaging. This personalization contributes to a more connected and immersive experience for visitors, ultimately boosting conversion rates.

Here are some other advanced targeting strategies that are possible with ConvertBox:

  • Set up steps in your opt-in form – direct your visitors to particular content or offers based on which button they click.
  • Set up quiz-style convert boxes that trigger automations in your CRM based on their choices
  • Trigger opt-ins based on a link click
  • Run time-based special promotions
  • Trigger a form based on whether the visitor has or has not visited that page before
  • Trigger a form based on whether the visitor clicked through directly from a site matching the given domain
  • Trigger a form based on whether the visitor’s location matches any of the given locations
  • Trigger a form based on whether or the visitor has previously viewed selected ConvertBox
  • Create different calls to action depending on where the visitor is in your funnel – you can control what convertboxes they see based on what tags they have on their profile in your CRM.
  • On-site retargeting  – display targeted content or offers to website visitors based on tags that have been applied to them previously
  • Target certain countries
  • Create a quiz to get email subscribers
  • Create a quiz to guide someone’s purchase decisions 
  • Set up tripwires/one-time-only offers
  • Reduce cart abandonment 
  • Downsell products
  • Collect data about why someone didn’t purchase your product
  • Give special offers to return visitors 
  • Give loyalty discounts to previous customers
  • Gather testimonials and feedback on your products
  • Collect original data/research by asking a survey question

Pricing and Licensing

Understanding ConvertBox Pricing

ConvertBox offers a straightforward pricing model for its users. The Standard Plan, packed with excellent tools, is available for a one-time fee of $495. This lifetime license is an attractive option for those looking for an affordable, long-term solution for their lead generation and conversion needs.

You might consider upgrading to the ConvertBox Pro if you require higher limitations. Adding an additional $95 to the Standard Plan allows you to enjoy Pro features for a total of $590 as a one-time fee. This upgrade provides even more flexibility and helps you cater to the growing demands of your online business.

Lifetime Licensing Information

The lifetime license offered at $495 gives you long-term access to ConvertBox’s features without having to worry about monthly or annual payments. However, this lifetime deal is limited and could transition into a monthly plan in the future. With a 30-day money-back guarantee, this pricing structure allows you to try ConvertBox risk-free and make an informed decision.

ConvertBox pricing

For an extra $95 (i.e. a lifetime total of just $590), you can upgrade to the Pro plan, which gives you:

  • 500K views per month (instead of 250K views)
  • Use it on 50 sites (instead of 10 sites)
  • 5 sub-user logins
  • Use ConvertBox for clients

This impressive deal is an excellent option for digital marketers managing multiple client websites or online businesses with various domains. The combination of this deal with the user-friendly, modern, and efficient tools offered by ConvertBox makes it an attractive choice for entrepreneurs seeking an affordable and effective lead-generation tool.

With its friendly customer support and lifetime licensing options, ConvertBox ensures you receive the best value at a reasonable price. It’s a wise investment for growing your audience and converting them into loyal customers.

ConvertBox Reviews and Opinions

Why Users Choose ConvertBox

Users looking for a reliable online form builder often choose ConvertBox because of its versatile and feature-rich nature. The platform provides a user-friendly experience that results in higher conversion rates for campaigns, beginning with increased email sign-ups to boosted user engagement and even sales. ConvertBox’s straightforward interface means there is very little learning curve, which appeals to users who want to save time creating their campaigns.

Compared to Other Platforms

ConvertBox vs Clickfunnels: While both ConvertBox and Clickfunnels allow for creating and managing marketing campaigns, ConvertBox focuses more on an easy-to-use form builder. ConvertBox outperforms Clickfunnels in terms of integration with third-party sites, ease of use, advanced features, and pricing.

ConvertBox vs OptinMonster: Both platforms are designed for high-conversion opt-in forms. However, ConvertBox is easier to use and provides more customization options compared to OptinMonster. Moreover, ConvertBox’s lifetime deal pricing is more budget-friendly.

ConvertBox vs ThriveCart: While ConvertBox primarily caters to the online form-building and lead-generation market, ThriveCart is a shopping cart platform that supports checkout page creation and maintains a focus on e-commerce sales. Comparing the two, ConvertBox is suitable for those looking for an easy-to-use online form builder, while ThriveCart would be the choice for users focused on sales funnels and checkout processes.

In summary, ConvertBox appeals to online marketers seeking a simple and efficient tool for designing highly converting forms and improving their campaigns’ overall success. Its favorable comparison to competitors like Clickfunnels, OptinMonster, and ThriveCart makes it a popular choice among online marketers.


ConvertBox is a user-friendly tool for creating and managing online forms for lead generation and user engagement. Its simple interface and effective features have made it a go-to resource for many online marketers and website owners.

The ease of use and customization options make ConvertBox stand out from other form builders in the market. The ability to create groups and opt-in forms catering to different user segments can give better results in lead capturing and conversion rates. Furthermore, the platform offers excellent support to ensure a smooth user experience.

Using ConvertBox for exit-intent opt-in forms and landing pages can be great for capturing leads for local businesses or clients. As part of a marketing strategy, integrating ConvertBox forms can boost overall performance by catering to different user traits and requirements.

So, if you’re looking for a helpful tool to grow your online presence and capture more leads, ConvertBox is definitely worth considering. Don’t forget to make use of its features, experiment with different form types, and leverage its capabilities to achieve success in your campaigns.

Frequently Asked Questions

How do I set up ConvertBox integrations?

To set up ConvertBox integrations, follow the integration guide available on the ConvertBox Help Desk. This comprehensive guide details how to connect ConvertBox with various popular services and platforms.

What support options are available for ConvertBox?

ConvertBox offers top-notch support through its help desk. Users can find articles that cover common questions and issues. Additionally, users can submit support requests for further assistance.

Can I use ConvertBox with Google Tag Manager?

Yes, ConvertBox works seamlessly with Google Tag Manager. To properly set it up, make sure to follow the installation guide provided. The basic installation steps provided in the ConvertBox Help Desk will be helpful in using ConvertBox with Google Tag Manager.

What are the key features of ConvertBox?

ConvertBox boasts many key features, such as easy-to-use form builders, advanced targeting and display rules, A/B testing, analytics, and multi-step forms. The articles available on the ConvertBox Help Desk offer in-depth explanations and guides on these features.

How do I create a ConvertBox form?

Creating a ConvertBox form is a simple process. Start by logging into your account and following the step-by-step process to design the form, set targeting rules, and launch it on your website. More information on form creation can be found in the Help Desk’s Basics section.

Are there any ConvertBox tutorials available?

Yes, there are ConvertBox tutorials available for users looking to maximize the platform’s potential. These tutorials cover topics such as:

  • How to Install ConvertBox on your website
  • Using ConvertBox groups
  • How to pre-fill your ConvertBox form fields from URL parameters
  • Trigger a ConvertBox from a link
  • How to split test your ConvertBox
  • How to schedule your ConvertBox to run during a specific time/date
  • How to use step skip logic
  • How to collect form fields across multiple steps
  • How to hide form fields when they are prefilled

These tutorials will help you get familiar with the platform and create successful lead-generation campaigns in no time!

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Rob Powell
Rob Powell shares the traffic building techniques that are working for him. Join him as he 'cracks the safe' on search engine traffic for bloggers - find out what works (and what doesn't).