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Create beautiful popups within minutes
Extremely user-friendly
Many CRM integration capabilities
Easy A/B Testing
Works with any CMS

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Getting a website is one of the major prerequisites for business success, especially in 2020, when digital is the be-all and end-all.

However, just a snappy website that gets loads of visitors isn’t enough. Along with that, you need to optimize your lead capture mechanism. Without successfully capturing leads and converting them to customers, all the visitors in the world won’t grow your business.

Thankfully, capturing leads from your website is now simple, courtesy of the ConvertBox lead capture tool. This one of a kind software solution is ideal for website-based lead generation and works to make life easier for you.

But, what exactly is ConvertBox, and how does it work? Also, is it worth spending your hard-earned dollars? We’re going to find out all this and more in today’s comprehensive ConvertBox review.

So, without further ado, let’s get straight to the deets!

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What Is ConvertBox?

At the very outset, it’s best to clear the air on what ConvertBox is. Put simply, it’s an easy-to-use yet sophisticated tool that can capture leads through pop-ups. ConvertBox pop-ups can be used to capture email details and deliver promotions.

But that’s not where ConvertBox stops; that’s just where it begins. Apart from creating website pop-ups, the tool can easily integrate with most CRM solutions. In the following images, you can see a few of the many options ConvertBox provides for you to choose from.

As you can see from the above images, the software offers various options ranging from simple pop-up messages to video messages, announcements, and offer forms. It even supports the creation of pop-up chat boxes.

Also, it supports a wide variety of modals such as sticky bars that remain on the top of the window. If need be, you can even create messages that take over the entire window and compel visitors to take action.

Apart from the above, ConvertBox provides you with the option to use the tried-and-tested page-center modals. Using this tool, you can perform lead generation directly from the pop-ups. You can even develop surveys that ask the readers to answer short questions.

This feature can be used to create user-specific funnels that work according to the answers provided. For example, based on whether the user is more interested in leads or conversions, you can entice them with different offers at the end of the funnel.

What’s more, you can also have as many steps as needed in the funnel and create a mini-quiz of sorts for gleaning vital visitor insights. You can even add tracking options to enhance social media retargeting efforts.

A Bit Of History

So, from what we’ve seen so far, it’s easy to understand that ConvertBox is a powerful, simple, and easy-to-use tool that allows you to create and manage pop-ups and opt-ins. It even lets you create quiz-based funnels that help the visitor take the desired action.

Now, let’s take a look at the brains behind the tool. ConvertBox was created by Dean Saunders, who also happens to be the CEO and founder of the eponymous company. It was originally known as ConvertBar but was revamped and renamed in 2018.

The software has been built to simplify the process of lead generation. Using behavioral marketing tenets, the tool makes lead generation a simple task for even non-technical users.

Ever since it began operations as ConvertBar, the tool has been getting better and gathering new subscribers every day. Not only is the platform simple to use, but its features also ensure that you improve not only the quantity but also the quality of your leads.

In fact, even someone with zero experience of opt-ins and pop-ups can use the tool to create a smart-working funnel in under 30 minutes! The reason for this extreme ease-of-use is the highly user-friendly interface, which we’re going to explore next.

A Brief Tour Of The ConvertBox Interface

The following is a screenshot of the ConvertBox interface. As you can easily see, it’s straightforward and displays only the essentials. The interface is practically underwhelming compared to some other digital marketing tools, such as Google Analytics, which provide an information overload.

While this might be a bit of a damper for some advanced users who prefer excess information, most users will find this ideal. From the initial page, you can get a quick glimpse of how visitors interacted with your pop-ups within a particular time.

Interactions are divided into the total number of views, individual interactions, and leads generated. Leads are tracked from lead generation forms used inside modals, and can be divided into multiple groups. Based on the groups created, you can get specific reports detailing the total number of views and interactions.

What Are ConvertBox Modals?

In our interaction with the intricacies of ConvertBox, we’ve encountered the term ‘Modals’ quite a few times. So, it’s only natural that we devote a section to understanding what modals are and how they function.

Modals are actually the different types of conversion boxes that you can create using ConvertBox. These modals allow you to try out multiple options and help you settle on the right one for your needs. ConvertBox provides you with the following four types of modals.

1. Callout Modals

Callout modals are a feature that can’t be found in any software similar to ConvertBox. Using this modal, you can create highly effective lead generation pop-ups on desktop sites. Callout modals appear as slim pop-ups at the lower corner of the desktop screen.

This ensures that the pop-up is visible, yet not irritating enough to prompt the users to take a negative action. Callout modals can be used on mobile sites, and work just as well as on desktop.

Callout modals are ideal for situations where you do not require sign-up forms. This modal type is beneficial for generating high CTRs (Click-through-rates), as they are appealing and can capture the user’s attention unobtrusively.

2. Full Page Modal

The full page modal is best suited for split-testing and delivers effective results. As the name suggests, this modal fills the whole page. This has the effect of obscuring any distractions and allows the viewer to focus on your offer.

Though it must be admitted at this point that full page modals can often prompt users to close the pop-up, still their efficacy is beyond reproach. Especially when you have to present complex messages that comprise video and images, such modals can come in very handy.

3. Center Modal

If you have the habit of using opt-in forms a lot, then the center modal can be your best friend. True to its name, this modal pops up right in the exact center of the screen. At the same time, it only partially covers the screen and doesn’t take up as much space as the full page modal. It’s also ideal for split-testing purposes.

4. Sticky Bar Modal

This is another unobtrusive modal as it appears as a slender, rectangular strip at the top of the browser. These are best used as surveys that use binary option buttons. Highly mobile-friendly yet with high conversion capability, this modal is more preferred over the center variety.

In short, modals form the core of the ConvertBox toolset and allow business owners and digital marketers to capture leads. With that in mind, we’re going to look at how lead generation modals can be created using ConvertBox.

Creating Lead Generation Modals

Step 1. Naming And Grouping

The ConvertBox interface provides a simple and intuitive method to create modals. In this section, we’ll take a detailed look at how to create the same. The following screenshot shows the first step in creating a new ConvertBox.

Step 2. Type And Template

Once you’re clear about which group to place the modal in, you’ll need to decide on the kind of modal needed. Here, you can choose any one from among the four types of modals listed earlier.

For our example, let’s select the full page modal and go ahead. Here, we’d like to mention that all modals have a similar set-up process. So, irrespective of the one you decide to go with, you’ll have the option to choose from among several pre-built templates.

These templates range from complicated forms and videos to timer-based offers. What’s more, if needed, you can also start with a blank slate and create the exact modal design you desire.

Editing is effortless and uses a WYSIWYG (what-you-see-is-what-you-get) interface. This means everything is done visually and doesn’t need any coding. Merely clicking on a design element gives you the option to edit or delete it.

Step 3. CRM Integration

We’ve already mentioned that ConvertBox provides you the option to integrate it with most popular CRMs. This is where you can do that easily by mapping the modal form fields with your desired CRM solution.

This ensures that all lead-related data gets automatically stored in your CRM database. That way, once a visitor submits a form, they can be redirected to the next page. At the same time, they can be added to your CRM workflow.

Step 4. Funnel Creation

Lead generation is not where the real magic of ConvertBox ends; instead, this is where it starts. Apart from gathering lead data for your CRM lists, you can also use the tool to develop simple-to-complicated funnels, click-based quizzes, and interactive workflows.

You can also use the tool to promote offers, entice visitors with upsells, or offer them another form for gathering detailed data. Whichever way you go, creating funnels is an extremely easy and rather fun activity using ConvertBox.

Step 5. Firing Tracking Scripts

We’ve mentioned this in passing before, but now, it’s time to take another look at it. ConvertBox modals allow users to fire tracking scripts for social media. For example, you can easily add a Facebook tracker and use it for retargeting.

What’s more, the tool also allows you to keep track of who is converting through the pop-up. This lets you prevent it from annoying visitors who have already converted. And you can also get a great preview of how your pop-up will look on different devices.

Step 6. A/B Testing

When it comes to digital marketing, it is tough to get things perfect from the get-go. That’s why A/B-testing (also known as split testing) is essential for all digital marketing attempts. Naturally, the same holds for pop-up forms.

Thankfully, ConvertBox integrates the concept of A/B testing and allows you to create different versions of every modal. The testing granularity goes down to the element level, and you can try out as many different versions as you need.

Step 7. Choosing Options For Displaying And Targeting

Once you’ve completed creating the ConvertBox, you can now select whom to and when to display the box. For doing this, you can choose from many available triggers such as time-based, scrolling-based, and action-based options.

Simultaneously, you can also set-up when and how frequently users will see a particular modal and what action will be taken after they respond. You can even decide on which pages and where you want to show the modals. Options range from site-wide settings to specific URLs.

Finally, before you let the modal enter the fray, you need to define the target audience. Pop-ups can be shown to all website visitors, or just specific ones, depending upon various options such as session duration, type of device, and even number of pages viewed.

You can also choose to link ConvertBox with your CRM option dynamically and link the target users to your CRM lists. This helps to make cross-selling and up-selling a more manageable and enjoyable experience.

After you’re done configuring this final part of your CRM, you can choose to keep the modal for future use or launch it immediately. After you’ve let the pop-up work for some time, you can go and check out your statistics related to lead generation. And that is, of course, the topic for the next section of this review.

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ConvertBox Settings & Lead Generation Statistics

Similar to most software out there, ConvertBox allows you to view lead generation statistics. However, the significant difference here is that this tool makes the process extremely easy and user-friendly.

Reports can be generated based on views, modal-interaction, and even leads generated. Statistics are available for individual modal groups and can even be divided based on the experiments you’re running for split-testing them.

From the settings page, you can connect pop-ups with many websites, get the tracking code you need to embed on your websites, and even use a WordPress Plugin. This is the location where you can also view, manage, and link with any CRM solution. Moreover, the number of tools you can link out to is quite substantial.

How Much Does ConvertBox Cost?

No review of a software tool would be complete without a discussion of its costs. So, we’re going to devote this section to exactly that.

A quick look at the ConvertBox website, and you’ll find that the makers claim that the software is still in beta and is being spruced up with new features. However, you can easily get access by clicking on the “GET YOUR LIFETIME ACCOUNT!” button visiting this link.

Just put in your name and email, and you will be able to opt for the lifetime access at only $495. While most of the other, similar tools go with a monthly subscription model, ConvertBox utilizes this slightly different strategy to draw in customers for life.

In case you’re a bit skeptical about the relatively high price, let’s put those doubts to rest. While most subscription-based software products have multi-tiered payment options with restrictions, ConvertBox offers you virtually unlimited possibilities. The only limit that you have is the number of websites you can link to.

However, you can get over this hurdle by simply purchasing the Pro version and adding more websites. Apart from that, the software allows you unfettered access without needing to spend a single additional dollar. Ever!

Along with being affordable when looked at from a long term perspective, ConvertBox also has a vibrant online presence. The social media community around the tool is very strong and active, and you’re sure to find help if you are looking for it. At the same time, you can also get notified about new updates via social media or email.

And speaking of updates…

ConvertBox Latest Updates
One of the significant characteristics of the ConvertBox team is that they are really big on updates. In fact, they keep on releasing several important ones every month and add new features to the tool.

The software was recently updated with user management options, where lead generation management can be delegated to others in your team. You can even add different permissions for different users. This helps to make the entire workflow more fluid and streamlined.

What’s more, with the latest updates, quizzes can be assigned a score, which can then be used for conditional programming. You can even use custom field values and user actions for triggering events, such as opening another pop-up as a user response to the first one.

Top Five Ways To Use ConvertBox

Before we take our leave, we’d like to leave you with a list of the top five ways you can put ConvertBox to use. While these are options that are worth exploring, we’d say you’re only limited by your imagination when it comes to using this tool.

1. Opt-in Forms

Today, digital marketing is all about permissions, and opt-in forms are the best method of getting them. ConvertBox modals can be used to create stellar opt-in forms that allow you to target specific audiences and nudge them to share their contact information.

2. CTA Boxes

In case you’re not interested in collecting emails but want your website visitors to take a particular action, ConvertBox can help you there as well. Using this tool, you can create attractive Call-to-Action buttons that compel visitors to take the desired action.

3. Interactive Quizzes

Using ConvertBox, you can create an innumerable number of quizzes within your marketing funnels. These quizzes can be deployed using any of the modals outlined above, based on your business goals.

4. Countdown Timers

We are sure you’ve seen those timer-based pop-ups that create a sense of urgency in the visitors? Well, using ConvertBox, you can create such kinds of pop-ups with ease. Whether you’re promoting a product or offering discounts, this can be an indispensable tool.

5. Welcome Videos

Finally, you can use ConvertBox modals to create short video intros or announcements for your website. This can be an excellent way to interact with first-time visitors and help them navigate the site better.

Final Words

That’s all we have to say on ConvertBox at the moment, and we hope you’ve enjoyed going through this review. If you ask us, ConvertBox is one of the most useful pop-up creation tools out there.

The best thing about the tool is that despite being powerful, it is extremely easy to use. At the same time, the ability to integrate with CRMs gives ConvertBox an edge over other similar software.

The only thing that can deter you from getting this tool is the cost, which though high, is entirely reasonable given the features you’re getting. And the returns that you stand to garner.

Well, that’s reason enough to Convert, right!

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