Convertbox: Turning more website visitors into leads and clients

Keeping website visitors engaged these days can be challenging, unless you are masterful at copywriting or your offer is simply irresistible; more often than not your typical website will not really have a lot of time to keep eyeballs engaged

There are actually quite a few lead generation software solutions out there which let you to deliver on-site messaging to readers of your content to prevent them leaving your site by issuing call to actions with any offers you may have available.

But for the most part many of these onsite messaging platforms are fairly basic and lack the 'intelligence' to really talk to your CRM system and personalise future offerings by delivering more targeted calls to actions via audience segmentation.

How Convertbox drives traffic, grows email lists and boosts sales

Firstly, you're probably thinking " what the hell is Convertbox" - well, to put it simply, it's a software which provides your website with intelligent messaging which has all of the features needed to convert more web visitors into paying customers.

It does this by letting you to launch beautiful, personalised offers, display lead capture forms and build segmentation funnels to the right visitors at the right time - all using a very sleek and easy-to-use drag and drop editor.

For anyone with a website, it's extremely important that you do not let your visitors go without at least trying have them leave their personal details with you as there is a high chance they will not return to your site without the help of paid advertising if you are using things like Facebook tracking pixels...

Why pay to get people back to your website content when you can engage them right there and then on your website, capture their information and then deliver very specific offers to them based on their preferences.

I can't begin to tell you how many businesses I have seen let opportunities slip between their fingers because they are not fixing the leaks in their online business - granted, a lot of software can actually quite tricky to set up; especially for those who do not really enjoy tech tasks.

Delivering your offers with smart popups with Convertbox

Convertbox is actually not only just easy to build these aforementioned lead capture forms and funnels, but it's extremely easy to add to your website, landing page or sales funnel - you can add it to any platform! I've personally used on WordPress, ClickFunnels, SquareSpace and even on the software I use to create my online shopping carts, Thrivecart.

So, to keep it simple, if someone called Russell is reading an article on a topic such as landing page design, a popup could present itself to the reader and offer them access to a free training in exchange for their name and email address. 

Once they enter their name and email address (stored in your CRM), you will have those details to use for the future, and that popup will never be shown to that particular person again

Then Russell comes back to your website a week or two later, reading about sales funnels, you could have a Convertbox popup which then talks to your CRM in the background, gathers their first name and says "Welcome back Russell, why not sign up for this paid training" - it's an instant attention grabber and personalisation is a big difference between making an online sale and losing it.

With Convertbox you can choose various types of onsite messaging from side call outs, notification bars, model popups and full screen take overs

How does Convertbox work?

So, with Convertbox you have the option of creating various types of intelligent popup messaging to show at specific times during the visitors session on your website. There are 4 types of "popups" to choose from and they are all completely customisable in the very intuitive drag and drop editor with colours, fonts and imagery. 

The 4 display options you can chose from on are:

  • Sticky bar
  • Call out model (bottom corners)
  • Centre model (central like a standard popup form)
  • Full page takeover
Create high-quality popups which help you segment your audience with Convertbox

Whichever of the above options you choose, you will be able to choose from a variety of pre-designed templates which you can then edit to your heart's desire - this is a great way for those of you reading who are not particularly design savvy and need something to build from.

The pre-designed templates are actually really good already, so you may only really want to edit the messaging...but if you're like me and want everything to match my specific branding, then I go all out and use my colour palettes with a few clicks.

Once you have chosen a template, or decided to build from a blank canvas and designed it all the way you want (more on that later), you're then guided through the process of having one of your popups on your website. 

Easily choose how, where and when you want your Convertbox popup to trigger.

When should you display a popup?

The first step is simply a case of choosing what (or when) triggers your newly-designed popup to show on a website or web page. There are a number of options you can choose between which include:

  • Show immediately
  • Show after a specific time
  • Show on page scroll percentage
  • Show if visitor inactive for a period of time
  • Show if visitor tries to leave the page
  • Show if visitor clicks a link on the page

I've personally never been a huge fan of instant pop ups on a website, huge turn off for me unless the offer is game-changingly irresistible, which usually isn't the case and would instantly make me close the popup, or possibly click off the site.

You have to have a strategy when it comes to administering popups on your web pages - pointless just having a popup for the sake of it as it would just annoy people and drive people away from your offers rather than convert them.

Once you have decided on the trigger, you would have to set the duration of the Convertbox, which mean that you can show your new popup a limited number of if you set it to 5 times per visitor, after their 5th visit to that particular page, they will no longer see it, or you can simply leave it on an unlimited amount of views. 

Again, it's down to your strategy and knowing your audience.

Where can you display your popup?

Convertbox makes it possible to display your popups across all website pages, on certain pages or on URLs which you do not even own or have control over! 

Having control over your popups means you can really get laser targeted with people consuming your content. 

Again, if someone is reading a blog on internet marketing, you wouldn't really want a popup to show which relates to anything but the subject of the content they're consuming; or at the very least something which relates to it.

As mentioned, you're guided through this whole creation process step-by-step, so there is no overwhelm whatsoever. 

You can display a newly created popup site-wide, meaning it will show across all pages of your website. This might be good for general messaging such as informing people about joining your Facebook group or something of that nature 

You can also show on specific pages on your website or sales funnel so that the convert box will only show on the pages you want it to be visible on. 

Going back to relevant content, you want to keep your Convertbox popups relevant to the content they are consuming, so you can really give visitors exactly what they want.

Let me breakdown the visitor rules:

  • Number of visits: You can determine if they are new to your website or if they have been before
  • Visitor location: Uses GEO-location to get an understanding where they are visiting from, so can avoid showing to certain areas
  • Device type: Target whether they are using Desktop, tablet or mobile
  • Visited page: Only show the popup if they have visited a particular page on your website. So if they have visited your services page, you could target the popup to bring them back to the page or to ask a question.
  • URL string keyword: Only show the popup if the URL contains specific keywords. This means you can pass any URL parameters to act as a trigger. Its a more 'advanced' method, but still made super easy here.
  • Seen Convertbox: Will show a popup only if the visitor has seen other Convertbox boxes across your site. 
  • Referring website: Show only to people who came from specific web pages such as Facebook or referrals from other websites. 
  • Autoresponder activity: Uses your email list and any applied tags to deliver the pop ups across your website 

You can even show a popup via WordPress blog post categories and tags! Very cool!

This is the method I generally use. I have found it gets me the best, most segmented results so I can then ensure the email content I am delivering is not going to be in vain.

You can also use Convertbox on websites you don't own...

You can also embed your newly-created popup to work on a 3rd party website 😎 

Say for example you see an article on any other reputable website, you can grab that link, paste into Convertbox and then share with your audience. 

When you audience reads the website article from wherever, your popup will show! It's a fantastic lead generation method when first starting out to raise brand awareness by sharing other people's curated content and grow your email list via places like Facebook, LinkedIn and Twitter.

Bear in mind, some websites have better security than most, so some top websites like Forbes etc won't allow you to layer your Convertbox popups on top of their content. 

My example below was using Thrivecart's website 👇

One of my convertbox popups over Thrivecart's website

Using Convertbox with Thrivecart

A little tip here, I use Thrivecart for all of my payment processing with great effect! 

While Thrivecart allows you to set up cart abandonment sequences, I would rather try and go all out for the sale right there and then while you potential new customer has their credit card out.

So basically, if someone gets to the checkout, then decides to back out without taking action, a Convertbox popup will trigger which instantly offers them a 10% discount (or whatever...) if they act within the next 10 minutes. 

This will boost your conversions considerably. I will show you how to do this in an upcoming tutorial.

So there are many use cases you can use Convertbox in, it's about getting creative and using them properly. I see many websites which have popups which are quite frankly annoying! 

It's important not to fall into that trap, but popups when applied correctly can see you boost your leads and sales by quite a large margin!

Establishing your Convertbox goals

You can manually set goals at the last part of the creation process.

This means that your end point should be your 'goal' - this makes the data you receive from Convertbox easier to understand and scale. So you could set goals as when someone visits a thank you page, or confirmation page. 

With goals, it also means that you can control the way other forms are presented to the user, you don't want to be showing the same forms to a person who has already engaged with them. 

That would be super annoying and you may lose a little credibility in the eyes of your new fan.

Convertbox email software integrations

Convertbox works with all major email list management providerss which allow you to store all of your lead and client personal data securely.

It integrates with

  • Active Campaign
  • Aweber
  • Keap (Formerly Infusionsoft)
  • ConvertKit
  • Ontraport
  • GetResponse
  • Drip
  • Mailchimp
  • MailerLite
  • Moosend
  • Gist
  • Hubspot
  • Klaviyo
  • GetResponse
  • Sendinblue
  • Demio
  • and more coming...

As well as having a fantastic HTML function, which basically allows you to hook up to any software you can think of, you can also connect to Google Analytics to feed all of your data into your weekly/monthly reports for a complete over view. Once again, made very easy to do!

Use Convertbox with most reputable email marketing systems like Active Campaign, Aweber etc

Using Convertbox on more than one website

It's super easy to use Convertbox across multiple domains that you own; or even for's as simple as going to the settings and then adding a script to your website (or you can just use the free WordPress plugin for this if you don't like messing with code). 

Once you have added the script or the WordPress plugin, you can then select which website you want to add a popup to and begin editing. 

You can set up different email list integrations per website URL, but they will all share the same Convertbox account, so id recommend making sure you name them appropriately to avoid confusion when you come to selecting which integration you want to use per sign up form. 

I usually name accounts like this "Active Campaign - Website Name" - so I can see clearly which integration to use for particular. The subscriber won't see this, it's purely for your benefit

Embed booking forms with the Convertbox HTML element

Adding 3rd party apps to work with Convertbox

I love the flexibility of Convertbox, as it pretty much allows you to be as creative as you want! With your popups you can embed custom HTML scripts directly. 

So, if you use services like Calendly, ScheduleOnce, Cogsworth you could in principle embed a appointment form to encourage your visitors to book a call with you.

You can literally embed any HTML script right into your popup, so the only limit is either your imagination or feasibility really.

2020 Convertbox updates so far....

Click here to see the best 2020 updates to Convertbox 😎

Button Actions

In the button actions modal you will now see a new option to "Open another ConvertBox". Selecting this option allows you to choose any other ConvertBox (overlay) to be triggered from the button.

This feature unlocks some incredible power and flexibility. For example, you could create a discreet slide-in callout with a button that triggers a full page overlay or you could create a simple sticky bar that triggers a centre modal.

You can even take segmentation to another level and have several buttons/options that each trigger a completely different ConvertBox.

And this new button action is also available on embedded ConvertBoxes so if you wanted to trigger a modal from the button on your embedded ConvertBox now you can!

Hidden Fields

Option in the settings for our hidden form fields. You will now see a new option for "Pre-fill field with signup page url

If this option is selected when the form is submitted it will automatically pre-fill the hidden field with the current page url. This value is then passed to your ESP/CRM as a custom field and can be used either manually as a reference or (if supported in your CRM) to trigger and automation.

Webhook Data

Data points can be added to webhooks for "ConvertBox ID" which passes a unique ConvertBox identification number. Unlike the ConvertBox name this identification number remains constant making it easier to use a single endpoint to filter and process webhooks from a number of different ConvertBoxes.

Advanced Targeted

Convertbox have rebuilt the targeting engine from the ground up creating a powerful new framework and user interface allowing you to easily set conditional AND/OR rules to target specific visitors on your site. Along with this Convertbox also released a selection of brand new conditional rules giving you even more flexibility to target visitors based on pages visited, cookie values, number of sessions, ECRM data and much more

Multiple Triggers

You can now select multiple triggers for each ConvertBox using a combination of one or all of our existing triggers.  For example, you could set your ConvertBox trigger if the visitor is inactive on the page for more than 30 seconds OR if the visitor abandons the page. This added new flexibility means it's easier than ever to engage your visitors based on their behaviour at just the right time.

Flexible Display Options

Choosing when your ConvertBox will show and how often is now a lot easier and more flexible. The display options have been redesigned so you can now set exactly how often you want your ConvertBox to show to each visitor per day or per session.

There is also a new option allowing you to suppress your ConvertBox from showing when a visitor has closed or dismissed it. You can either suppress it from showing to the visitor for a specific period or stop it showing altogether.

Convertbox lifetime pricing

Aside from Convertbox being an absolute beast of a software, it's on a lifetime pricing at the moment. So instead of paying a monthly subscription, you can get your hands on it at a one-time-fee with all future updates included.

I bought my lifetime membership a couple of years ago, when it had nowhere near the functionality it has today...but I saw the vision and the drive of the person behind it (Dean Saunders) and development has never been more aggressive than it is today! 

It's a powerhouse of a product and it's only going to get better!

Convertbox is one of my best digital investments I have made for my business and the beauty is as they continue to launch updates and make the platform even better, I do not need to pay a penny more.

Most softwares like this (which are not as good) charge monthly fees to access their product near the $300 a month mark to get the same amount of benefits and allocated visits as you get with this limited lifetime deal.

It's always nice to know you have a software which continues to get better and knowing it's all paid for. When you add up monthly payments, if can leave you with a bit of a shock (been there...)

If you want to grab Convertbox while the lifetime deal is still on, you can click this link and get started adding intelligent messaging to your website today!