ConvertBox Review 2024: Does It Help Increase Conversions?

When you run an online business, conversion rate optimization is of utmost importance for your success. Your conversion rate determines how many of your website visitors actually turn into paying customers. A lower conversion rate means you earn less, which is why there’s no shortage of tools in the market to boost your conversion rate. 

However, that abundance of conversion optimization tools sometimes makes choosing the right tool for your business very difficult. That’s why we decided to do this review of ConvertBox, which is one of the most popular up-and-coming email capture and conversion tools in the market. How do its features and functionality stack against the needs of your marketing campaigns? Let’s find out. 

What Is ConvertBox?

ConvertBox is a powerful email capture tool that helps companies build relationships with their target audience. With ConvertBox, you can create customized landing pages, email capture forms, and sales funnels that allow you to convert your visitors into customers extremely well.

ConvertBox Review - Overview

Once you capture the emails of your leads, you can send them targeted emails based on user behavior, location, interests, demographics, and much more to increase the likelihood of their conversion into paying customers.

ConvertBox Pros and Cons

Easy to installLifetime offer will not be available for long
User-friendly UI and UX 
Powerful customization features 
Sophisticated user targeting 
Can be used to build complex funnels 
Includes A/B testing functionality 
Tracks all important metrics 
Dozens of 3rd party integrations 

#1. Ease of Installation

The guys at Convertbox have made sure that getting started with their tool is as simple and straightforward as possible. Installing ConvertBox into your website is easy. Simply add a line of code to your website, and you’re good to go. If your website is based on WordPress, it’s even simpler — just install their WordPress plugin and you’re done!

#2. User Interface

Once you’ve installed any software, the next thing you notice about it is its design — its user interface (UI) and user experience (UX), to be precise. And we must say that the ConvertBox team has done a marvelous job at it.

The dashboard design of ConvertBox is excellent. If you care about user-friendliness, you’ll definitely find it appealing.

After logging in, you’ll see a bird’s eye view of your users’ activities. You can create new ConvertBoxes or groups by clicking the ‘+ Group’ or ‘+ New ConvertBox’ buttons.

You can also create as many groups as you want without having to worry about cluttering your dashboard because if you want to remove any groups you can simply drag them to the bottom. That way the groups, and the ConvertBoxes you need to use always stay on top.

ConvertBox provides a minimal interface for the actual group and form creation process too. It makes the whole form-building process effortless and kind of fun actually, so you don’t get bored with these mundane but important tasks!

#3. Customization

Designing and customizing your ConvertBoxes

ConvertBox makes designing your pop-ups and forms significantly easier and feature-rich in comparison to regular form generation plugins that are available in the market.

You can design and customize your ConvertBoxes using a drag-and-drop editor. The editor includes two primary parts:

  • Left side is the main panel where you can see all of the elements that you can include in your ConvertBox.
  • Right side is a live preview of your ConvertBox that allows you to see how your ConvertBox is taking shape in real-time.

The elements you can add to your ConvertBox include text, image, video, button, form, timer, HTML, divider, and progress bar. In, short, you can add anything and everything that you find necessary for boosting the conversion rate of your ConvertBoxes.

To add an element to your ConvertBox, just drag and drop it. All elements also include several customization options that can be used to tweak their appearance.

Show your ConvertBoxes in page areas of your choice

ConvertBox allows you to display your forms anywhere on the site. You can choose to show the form on every page of your site, just one specific page, or even on a single post. This is done by creating multiple Embed areas.

To create an embed area, navigate to the “Display” tab in your ConvertBox dashboard and click the “Create New Area” option. Specify a name for your embed area, and hit the “Save” button.

This will provide you with a unique embed code that can be used to embed your form anywhere on the site.

You can use the same method to add multiple forms to different posts. Repeat the process for each individual post/page.

Display Rules: Show or hide ConvertBoxes on certain pages

As explained above, Embedding areas allow you to include your ConvertBox at a specific location on any particular page. But you can also create page-specific rules to include or exclude your ConvertBoxes in the pages of your choice. Display rules can be set up for any page(s) of your website to show/hide the ConvertBox as per your preferences.

Click the “Edit” button on the “Location” page to begin. This page will have two tabs, namely “Include” and “Exclude”. These tabs can be used to create the rules for the inclusion and exclusion of your ConvertBoxes or forms on specific pages.

If you want to show your ConvertBox on a page, create an inclusion rule by entering the URL of that page in the Include tab. On the other hand, if you want to hide a particular ConvertBox on any page, create a rule the same way in Exclude tab. Once you’ve added a rule, hit the “Done” button. Once a rule is added, ConvertBox will be included or excluded from that page.

#4. User Targeting

The targeting settings of a ConvertBox are a key factor in determining its performance among visitors. This is true for all other conversion tools too — if you target the user wrongly with incorrect forms and content, you can lose them pretty quickly.

It’s important to understand that not all users visit your website for buying something. Some are looking to buy, others wish to learn a bit more about your products/services before they buy, and most others are only browsing. It’s upon you to understand their intent and serve them with the right email capture form.

Fortunately, ConvertBox makes it easy to do so. You can segment your audience and use conditional rules to target your visitors with highly-personalized ConvertBoxes that capture their email for sure.

Set Your Own Targeting Rules

With ConvertBox, you can decide which ConvertBoxes to show to which visitors, based on a wide range of factors. These factors include the referring site, their location, the number of visits they have made to your site, the device they’re using, how far they’re scrolling, and so on. Heck, you can even target them when they attempt to exit. There is no limit to the level of detail in which you can target your visitors with ConvertBox.

ConvertBox also integrates tightly with popular CRM tools, which means you can create targeting rules based on whether or not a user is in your CRM. For instance, its integration with Hubspot is so deep that it can not only write the data to this popular CRM solution but also read from it. So you can choose whether or not to show your ConvertBox to someone who already exists in your CRM.

Once you’re done with user targeting, you can put your new ConvertBox to work.

Segmentation Funnels

The targeting features of ConvertBox don’t end at events or data that can be used to target them — they go far ahead with Segmentation Funnels. It allows you to build highly complex funnels that serve different offers or lead magnets to different groups of users based on what they want.

That’s right. You can include questions in your ConvertBoxes, and based on the answer that’s given by someone you can lead them into a different funnel that makes converting them easier. For instance, if you run a website selling shoes online, you can create a ConvertBox that asks visitors whether they know about your exchange policy or not (through the options of Yes or No), and then based on their answer show them relevant info either within the ConvertBox or redirect them to a different page.

ConvertBox Review - Segmentation

Also, there’s no limit to how many questions you can add to your ConvertBox. You can add as many as you want to and create different funnels based on responses provided by the users.

Finally, in each of the funnels, you can include tracking features to track user behavior. This data can be useful for re-targeting them with various offers.

#5. Split Testing

Ask any marketer and they’ll tell you that Split testing (also known as A/B testing) is extremely important to maximize your conversion rate. However, most marketing tools either make it excruciatingly difficult to set up A/B testing or don’t offer this functionality at all.

ConvertBox Review - Split Testing

Fortunately, things are different with ConvertBox. It allows you to set up A/B testing right when you’re building your ConvertBox. When you’re done with the designing of your ConvertBox in its dashboard, it asks you through a prompt whether or not would you like to build a different copy of the same form. Then if you wish, you can create a copy and use it for split testing purposes. 

Also, you can create as many versions of your ConverBoxes as you want. 

#6. Third-Party Integrations

ConvertBox can become even more powerful depending on the 3rd party services you choose to connect with it. Fortunately, there’s no dearth of tools it can be integrated with — CRM suites, shopping carts, email marketing tools, page builders, autoresponders — all can be connected to it.

ConvertBox Review - Integration

Once connected, their data can be fetched into ConvertBox to create your funnels and ConvertBoxes, or ConvertBox can write its own data to them for helping you do whatever you want to do with it. 

Also, ConvertBox is adding new integrations every single day, which is making this tool more and more appealing with time.

#7. Tracking

ConvertBox provides you with all the statistics you need to optimize your opt-ins. It provides data about views, interactions, and leads. It also allows you to track the performance of each of your models, a particular group of models, or the ConvertBoxes you created for split testing to compare them. 

ConvertBox Review - Tracking

If you create complex segmentation funnels with multiple questions and steps, it allows you to track the conversion rate and click-through rate (CTR) of each of the steps in the funnel. 

#8. Pricing

Finally, let’s talk about pricing.

While a tool that helps you boost your conversions and close more sales is invaluable, there are budget constraints too that can put many businesses in a fix when they go shopping for software. The ConvertBox team has made sure that it doesn’t happen to them.

ConvertBox Lifetime Offer

The lifetime offer of ConvertBox is available for a mere $495. There’s no monthly or annual plan right now because the tool is still in the beta stage and about to be released in near future. But looking at the lifetime price it doesn’t seem that its monthly or annual plans will cost much when it’s released. 

Who Is ConvertBox Best For?

According to the latest research, marketers spend most of their time in driving traffic to their website, whereas most visitors leave the website without even taking action on the website, leaving all their efforts in vain. If you are not working to engage your visitors on the website, then you’re losing plenty of leads and sales on a daily basis. With CovertBox, you can completely change this dynamic and make your website so effective that no visitor will leave without taking action on it.

It also helps you create personalized offers that turn normal customers into repeat buyers. These features make ConvertBox useful for all types of marketers. The best time to start using ConvertBox is when your website starts getting traffic and there is decent engagement on it. No specific knowledge is required for you to start using ConvertBox, and you can start turning regular visitors into leads and potential customers in no time.

Wrapping Up: ConvertBox Review (2024)

If you need a 360° digital marketing suite to build, track and optimize all your opt-in forms and boxes, there can’t be anything better than ConvertBox. Not only it includes all the features that are necessary to convert your visitors into customers, but also it includes necessary tracking features and 3rd party integrations that you may need to run your marketing campaigns.

The only drawback of this tool is that it’s not available right now. It’s in beta, which means only a handful of people can try it (like we did).

We’d suggest that you opt-in to its early access program. That way you’ll be notified instantly when it’s available. 


Is there a lifetime deal available on ConvertBox?

Yes, there is a lifetime deal available on ConvertBox. You can get lifetime access to ConvertBox at just $495, and you will also get constant updates.

Does ConvertBox offer a money-back guarantee?

Yes, ConvertBox offers a 30-day money-back guarantee on the lifetime plan. So if you think ConvertBox is not helping you, you can simply request a refund within 30 days of the purchase.

Does ConvertBox require any coding skills to install?

You don’t need any kind of coding skills to install ConvertBox on your website. You can install it in just a few minutes, and if you face any issues, you can always contact their customer support.

Can I use ConvertBox on any website?

ConvertBox with any type of website, and it also supports all page builders. It works with website builders like WordPress, Wix, Squarespace, and so on. A ConvertBox WordPress plugin is also available that you can install on your WordPress website.

Are there any alternatives to ConvertBox?

There are plenty of alternatives available to ConvertBox: OptinMonster, Thrive Leads, ConvertPro, Bloom, LeadPages, and so on.

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