How To Use ConvertBox

Last updated


Daniel Wade


September 29, 2023

This article may contain affiliate links where we earn a commission from qualifying purchases.

Engaging customers in real-time is the holy grail of online marketing, one in which ConvertBox excels at. But how does it work, and more importantly, what makes it different?

There are dozens of lead capture tools on the market, but what makes ConvertBox stand apart is personalization. You can customize different fields, create split tests, and track customer behavior on the fly. Best of all, it’s easy to use, so you can create great looking pop ups in seconds.

The “ease-of-use” factor is what makes Convertbox so compelling, and is precisely why we only need a single article to explain its functionality. Once you understand all the capabilities ConvertBox provides, however, you’ll come back to it time and again to create your own customized marketing approach, many of which are outlined below.

Most of the info provided here comes straight from ConverBox itself, but the proof, as they say, is in the pudding. That’s why we also relied on real-world experience to show you all the ways you can deploy ConvertBox in everyday life.


Table of contents

What is ConvertBox?

To describe ConvertBox as simply a “lead capture tool” is to sell it short — way short. It’s more akin to a customizable response form, one in which you can set up the parameters for engagement ahead of time to provide a variety of responses based on visitor behavior. In short, you tell it how to respond to a customer’s actions, and it’ll interact with the customer on your behalf, trying to maximize conversions in the process.

If that sounds intimidating, don’t fret — ConvertBox boasts a highly-intuitive drag-and-drop system to create popups, instead of relying on fancy codes or hours of tutorials to master basic concepts.

Besides the features listed above — personalized messaging, split tests, tracking, and more — it’s also able to be integrated into various social media platforms, such as Youtube and Facebook. Once the leads come in, you can manage them all from a centralized area.

ConvertBox claims to be a single tool that will eventually replace an entire toolbox of paid softwares, and if it can deliver on its promise, it could be well on its way to doing precisely that.

How Much Does ConvertBox Cost?

Currently, ConvertBox is priced at either $99 a month or $1,188 per year. Considering all the different abilities of this software, and the potential to replace other paid software, it seems to be a good deal on the surface.

At the time of this writing however, ConvertBox is also offering a lifetime subscription deal that frees you from paying a subscription of any kind. For $495, you can have full access to future updates, support, and branding-free services for life. Not a bad deal if you feel like this is something you would use on a regular basis.

How to Use ConvertBox

As mentioned above, there are dozens, if not hundreds of different ways to use ConvertBox. The real power lies in customization and personalization, so instead of just setting it up as a lead generation tool, you should look through all the features to deliver a truly one-of-a-kind experience.

For Lead Generation

Despite all the features, ConvertBox is, at its core, a lead generation device. Since leads are so important to engaging with your ideal customer, whoever has the most qualified leads generally turns around the most business. There are lots of different software on the market today that promise this -- and accomplish it to varying degrees -- but ConvertBox is making a strong case to be the eventual market leader.

One area in which ConvertBox stands apart is in its integration. Instead of requiring the use of a plug-in, ConvertBox is installed on your WordPress website by a single code in the header script. This reduces bloat, making your site faster, but also helps you identify the exact location you wanted to appear. From the ConvertBox interface you can customize the lead generation forms.

For Segmentation

Once upon a time, lead generation software had one purpose: capture emails. These days, the bes lead generation software companies  will segment your data for you, funneling each individual consumer into the most relevant group (or groups) so you can target them later.

A lot of email service providers will do this step for you, but it requires setting up a lot of groups and individual funnels to achieve it. ConvertBox does this from the beginning, segmenting them out as they come in instead of shooting them to your email provider and letting them sort it out. ConvertBox comes with a lot of different options that will divide customers based on interest and answers to certain questions, which streamlines the whole process.

For Urgency

If you really want to drive conversions as quick as possible, you need to create a sense of urgency. Adding a countdown timer is one of the best ways to do this, but integrating it into a lead generation form can be a challenge. Usually, you're juggling multiple applications and software to do a single thing, and at worst, you'll have to resort to specialized coding that will create the pop-up for you. Not for the faint of heart.

This is super annoying, and ConvertBox knows that. That's why they integrated a date countdown timer into a lot of their pop-ups with the preordained start and end time that you won't have to change until the conversion event is over. If you want, you can even allow this to have priority over the other pop-ups, ensuring that it appears first when a customer visits your website.

For Conversions

In addition to a countdown timer, ConvertBox also excels in driving conversions. With a call to action installed on your site, in addition to a discount or coupon, your conversion rate is the most guaranteed to increase.

This works especially well for affiliate marketers. If you have a special offer that you need to drive attention to, you can set up a pop-up to appear in your site — even without the lead generation feature – that will cause people to investigate the service you're offering, and hopefully, take action. Juggling lots of these affiliate offers takes work, but luckily for you, you can create these pop-ups in minutes.

For Customized Forms

Not everyone that visits your site is the same, so it's always a good idea to have as much personalization and customization as possible.

With many lead regeneration services however, this is next to impossible, and if it does offer personalization, it's fairly limited in scope. ConvertBox can create custom forms in seconds, with the ability to add various steps into the process. You can choose between question and answer, quizzes, or some other opt in parameter.

While you may choose to deploy this on a specific page, these types of personalized forms usually work best in generic pages where you're not sure what the intent of the visitor is. Helping decipher this at the forefront, and then segmenting them into the appropriate list, can dramatically increase your conversion rate as you're able to walk them through the process of defining what it is that they’re after.

For Zero Redundancy

Anyone that has ever had the experience of clicking onto a website, clicking away, and then greeted with the exact same pop-up on their returnt -- that they just saw a few seconds ago -- knows how annoying pop-up redundancy can be. Savvy marketers will enable a time delay that prevents the same pop-up from being shown within a certain time period, but depending on the software they use, the customization options beyond that can be disappointing.

But what truly sets ConvertBox apart from the rest of their competitors is not just in reducing redundancy on the exact same pop-ups, but in leading follow-up pop-ups to potential visitors. For instance, if a person visits your site that they’ve never visited before, and then bounces off it, the return pop up may say something along the lines of, "Did you not find what you were looking for?" This type of customization is hard to achieve with many SAaS services, but is built into ConvertBox's suite of services.

How to Set Up ConvertBox

As mentioned above, ConvertBox's interface is remarkably simple, as you'll see once you enter the interface. Once you sign into your account, you’ll be greeted with two possible options: create a group or create a new ConvertBox. Creating a new ConvertBox is helpful when you just need to create one-off pop-ups, but creating a group allows you to store and organize your old pop-ups for future use.

Having an entire group dedicated to exit pop-ups, for instance, allows you to not only reuse old ones, but copy the templates and view the data on what worked for future pop-ups. You can also choose to tweak existing pop-ups by going to the group and finding the exact one that you want to use. Without this kind of organization, it can be a challenge to find the exact pop up that you're looking for.

Once you've decided on setting up a group or an individual ConvertBox, you'll have the option of selecting between a variety of different templates. This is an especially welcome addition, considering that many services not only charge you for initial access to their platform, but also up-charge you to access premium templates. From the start, ConvertBox offers a wide variety of colors, templates, and buttons that you can customize within the editor itself, many of which are very impressive to look at.

From there, it's a simple drag-and-drop content editor to customize the pop up to your liking. The options that are on the left-hand side of the screen allow you to insert text, buttons, video, images, progress bars, and a bunch of other options to the form. However you want to design it is completely up to you, and their numerous tutorials that will help you figure out what works best. And if you want to design it purely from scratch, you can do that too.

One of the other welcome additions to ConvertBox is the ability to create variations of the same form. This is especially handy if you're wanting to split test a certain pop-up, but are unsure about what color and text you want to put inside of it. With a variety of different variations, you can test them all at the same time, then come back later to decide which one works best.

How's the Targeting With ConvertBox?

If ConvertBox is really going to be as customizable as they say, then the behind the scenes of ConvertBox needs to be just as impressive as the front-end software, especially in the targeting options. ConvertBox calls these audience events “triggers,” and you can choose from several different actions that will then create a response from ConvertBox itself. Some of the available options include user time on page, inactivity, page abandonment and link clicking. Best of all, you can either select just one of them, or click several to combine several options.

After that, you can set the frequency for your pop-up. You can choose whether or not you want to show the specific ConvertBox one or more times per session, with a maximum amount of times per day.

Then, ConvertBox gives you the option to select which pages you want to include or exclude on your pop-up on. Setting the locations for your pop-up to appear, as with other ones, is straightforward.

When all of that is taken care of, the last option that ConvertBox gives you is conditional targeting. If a person takes a certain action, for instance, it can show a follow-up pop-up that is completely different, helping to expedite the conversion process. This is the part of the process that really sets the software apart from the others — without the follow-up, you're basically guessing as to what action you want them to take next.

After that, you name the popup, set the status to active or inactive (or schedule it to start appearing at a certain time), and then press finish. Once you do that, your ConvertBox is active.

How To Use ConvertBox


Daniel Wade

Daniel Wade

After working for multiple digital advertising agencies and managing hundreds of client accounts and spending millions of dollars via Google Ads, Facebook Ads, Native Ads and Direct Media Buying, I took things out on my own and started SparrowBoost. Now, my tight-knit team and I continue to get smarter and more efficient at running our own campaigns and we share our knowledge with you.

Learn more about SparrowBoost