ConvertBox Review – Is it the Best Lead Capture Form Software (after using it for 4 months)?

ConvertBox Review – Is it the Best Lead Capture Form Software (after using it for 4 months)?

ConvertBox home page

UPDATED NOV. 27, 2020

So the different day I’m searching the well-known Fats Stacks discussion board after I seen {that a} member talked about they’re using ConvertBox for quizzes.

Any point out of on-line quizzes will get my consideration.


I like using quizzes for guests, particularly to assist guests purchase the proper product after which getting them to click on by way of to Amazon or another service provider.  These items work like gangbusters.

Till not too long ago, I used OpinionStage, which is nice however I used to be having some points with it on my websites.  Furthermore, OpinionStage prices one thing like $90 per thirty days for a marketing strategy which I would like because of web page view quantity.

The point out of ConvertBox on the discussion board included that member saying it’s at the moment accessible for a lifetime buy.  I pay for sufficient month-to-month subscription software program to comprehend that one-time-purchase alternatives are nice if it’s one thing I feel I’ll be using.

It will get even higher.

Not solely does ConvertBox exchange OpinionStage however it replaces OptinMonster electronic mail sign-up kinds which value me $59.  I ought to say “which did value me $59/mo.” as a result of I canceled my subscription and switched to ConvertBox.

Sure, the electronic mail enroll kinds you see on this website (Fats Stacks) are courtesy of ConvertBox.  I’ll by no means must pay for electronic mail enroll kinds once more.  It’s music to my ears.

What’s ConvertBox?

ConvertBox is a cloud-based web site kind software program.  What’s that?  Merely put, you possibly can create the following varieties of kinds for your website’s weblog posts:

  • E-mail lead gen kinds
  • Affiliate promotion packing containers
  • Quizzes

Subsequent, right here’s the fast model setting out ConvertBox options.

The place are you able to place and deploy these kinds (i.e. lead seize kinds, quizzes and affiliate promo packing containers)?

You may place these kinds in the following locations in your website:

  • Embed into content material / backside of posts / sidebar
  • Popups by time or scroll share and exit intent (desktop solely).
  • Fly-in packing containers.
  • Welcome mats/screens.
  • Ribbons.

How a lot management do you might have over ConvertBox show?

You’ve got tons of management. You may management by class, tag, time on website, share scrolled, exit intent (desktop solely), whether or not repeat or new guests and a bunch of different granular controls.

Is ConvertBox simple to make use of?

The shape builder is drag and drop.  The UI dashboard is blazing quick.  The designs are easy however efficient.  If you happen to can click on a mouse, you should utilize ConvertBox.

All-in-all, it’s tremendous simple.

Do you want a plugin for ConvertBox?

There’s a ConvertBox WordPress plugin that you should utilize to sync along with your ConvertBox account however you may also decide to easily embed the code. I exploit the plugin however it’s not mandatory.


It’s simpler than OptinMonster. Manner simpler than Thrive Leads (and works manner higher). You get all this and it’s cheaper.

Are you able to inform I like ConvertBox?

I do.  maintain studying this large ConvertBox evaluation to see all that I do with it.

Is ConvertBox pretty much as good as OptinMonster?

ConvertBox is a less expensive, however higher OptinMonster different.  It’s additionally much better than Thrive Leads.  Sure, I’ve used each OptinMonster and Thrive Leads so I do know what I”m speaking about.

Sure, CB is pretty much as good as OM.  In reality, dare I say higher?

The rationale I say higher is twofold.

First, it’s simpler to design kinds and get them up and operating.  CB’s design and deploy course of is a tad extra intuitive.  That is my opinion.  Each time it involves interface, all of us have our opinions.

I bear in mind after I began with OptinMonster and I discovered it tough to get my kinds created.  I managed in the finish however it took time and I used to be no beginner to electronic mail enroll kinds at the moment.  I had used different choices in the previous like Thrive Leads.

Second, ConvertBox additionally makes it simple to create high-converting quizzes which are lightning-fast on web sites.  As quickly as a person clicks the button, the subsequent set shows immediately as an alternative of grinding.  I like it.  These suckers get individuals clicking to Amazon like no person’s enterprise.

The one factor CB lacks that OptinMonster gives is reporting conversion charges for particular URLs.  That’s a very nice OptinMonster function so you possibly can see which URLs entice the most electronic mail subscribers.

Let’s a take nearer take a look at what ConvertBox gives.

E-mail Signal Up Kinds (aka lead seize kinds)

Watch my video stepping you thru how simple and highly effective ConvertBox is:

The primary motive to get ConvertBox is to deploy a wide range of electronic mail enroll kinds in your website.  I don’t suggest deploying each possibility, however a couple of is sweet.

FYI, the welcome scroll mat outperforms all different kinds mixed.

Listed here are your choices in CB:

Overlay Kinds

Overlay types of those who pop or overlay content material. These are your choices in ConvertBox.

ConvertBox overlay email sign up forms

Embedded Kinds

The next embedded kinds may be deployed in content material, backside of content material, prime of content material and sidebar.  These are non-popup choices.

ConverBox embedded email sign up form options

Form Design with the quick and simple kind builder

CB gives a wide range of templates for each kind sort however you possibly can customise any of them.  In reality, there’s a full drag and drop builder that lets you add textual content, buttons, movies, pictures, and many others.  You may create any kind design you want.

Highly effective Show Choices

As soon as your kind is designed, you might have many choices for the place and when your kind shows.

The place refers to the place in your website it deploys.  It may very well be embedded in a submit, backside of a submit, prime of submit, center overlay, and many others.

When refers to the way you time the show whether or not it’s a popup timed after a sure variety of seconds, size of content material scrolled by way of, exit intent, or instantly upon arrival.  Or, you possibly can embed it right into a submit in order that it shows when guests get to the stipulated space.

It’s also possible to management by numerous customer sorts, units and by taxonomy (classes and tags).  The choices are countless for you to draw subscribers surgically.

I discover the taxonomy management very helpful for quizzes on area of interest websites in order that I can present related quizzes to guests.

Talking of quizzes, let’s cowl that subsequent.

Am I getting as many subscribers with ConvertBox as OptinMonster?

Sure.  I deployed ConvertBox on Fats stacks on June 23, 2020.  At first there was a spike however it settled down.  It’s not increased however not decrease both.

ConvertBox vs OptinMonster email sign ups


One of the simplest ways to elucidate a web based quiz and the way it appears/operates, is to current you an actual quiz.

The next quiz is created with ConvertBox.

Slick, isn’t it?

Try these interplay outcomes on two completely different area of interest websites.  A lot of these interactions end in clicks to Amazon.

Instance #1:

ConvertBox Quiz results #2

Out of the 478 interactions, 441 clicked by way of to Amazon.  You may dig additional into the quiz knowledge to see precisely which quiz end result buttons get clicked the most.  Verify it out:

ConvertBox quiz clicks to Amazon

Instance #2:

ConvertBox Quiz results

Does ConvertBox supply good reporting and stats?

Sure, the reporting is respectable.  It may very well be higher corresponding to reporting conversion charges for lead seize kinds by URL, however in any other case, you get all the knowledge you want.

Sure, it’s good.  Above are screenshots of the quiz knowledge.  Under is the general stats display for Fats Stacks electronic mail signal ups:

Email sign up form data analytics for ConvertBox

Whenever you click on into “Stats” for a specific kind, you get the following:

Individual email sign up form reporting in ConvertBox

What about split-testing kinds and quizzes?

I’ve not created any split-tests but, however you possibly can break up take a look at enroll kinds and quizzes with ConvertBox.

What occurs should you exceed your month-to-month allotment of web page views?

Sadly, I’m near hitting my 500K month-to-month web page views.  I emailed ConvertBox to ask about options and right here’s what they advised me:

The biggest plan we provide on the lifetime deal is a Professional account which provides you 500k views a month. If you happen to wanted a considerably bigger plan it would require shifting to an enterprise account which is setup manually and solely provided at annual contracts.

I replied asking how a lot numerous enterprise plans value.  The improve value is an annual charge that’s fairly a bit and is predicated on month-to-month web page views wanted.

Whereas I’m choked I can’t entry a lifetime account for extra web page views (I’m completely satisfied to pay one other hefty lump sum), 500K month-to-month web page views is an enormous plan – a lot greater than the 50K pageviews I had at OptinMonster for $59 per thirty days.

I’ll maintain off upgraded and persist with 500K month-to-month web page views and be extra considered about how usually I show ConvertBox kinds on my area of interest websites.

Is ConvertBox buyer assist good?

It’s fairly good.  There isn’t a reside chat possibility which is the gold-standard.  Nonetheless, they’ve a sizeable library of tutorials and if/while you submit a assist ticket, they sometimes reply inside a day.  I’ve submitted two assist tickets thus far and each had been answered inside a couple of hours.

How I used ConvertBox to double affiliate clicks in a single day

What’s simply as a lot enjoyable as getting extra site visitors?

Incomes extra money from present site visitors.

Really, I want extra site visitors, however I’ll take extra money from present site visitors.

I’m positive you’d too. Who wouldn’t?

If making extra money from present site visitors seems like a great deal, you’ll like this part.

That is the place I present you methods to use ConvertBox to advertise merchandise as an affiliate.

You should use the kinds embedded in content material (good for Amazon) and/or popup packing containers (simply don’t promote Amazon in these).  I like the exit intent popup packing containers.  Let’s create one.

Then select “Web page Abadonoment” as follows:

Right here’s how I greater than doubled clicks on these pop-ups:

What I do is use the “Full Web page” display as an alternative of the smaller Middle Modal, Sticky Bar or Callout Modal. When creating your ConvertBox select “Full Web page” as follows.

I’ve additionally seen I often get higher outcomes after I embody a picture with textual content (in comparison with text-only).

Listed here are 3 of many split-testing outcomes the place the Full Web page sort annihilated the “Middle Modal” field:

Outcomes #1

Outcomes #2:

Outcomes #3

The best way to change ConvertBox sort rapidly

Fortuitously, you don’t must create new packing containers from scratch. You may convert any sort to a different sort with a click on of a button.

However first…

Whereas my outcomes clearly reveal the full web page (or full display) is finest, I counsel break up testing for your self.

To do that rapidly, clone your present field. Then convert the cloned to full display. It takes solely seconds.

Right here’s methods to clone an present field:

Now it’s time to get surgical

I discussed that I created dozens of those exit pop full web page promotions.

The rationale I created so many is I goal every one to particular guests.

The best way I goal is through classes and tags.

With CB you possibly can specify that kinds pop up solely on pages with a selected class and/or tag. You may exclude particular classes and tags as effectively.

You specify classes and tags beneath the “Show” tab as follows:

And that is but another excuse why meticulously tagging and categorizing your content material is so vital. You should use it to surgically promote affiliate gives to your guests.

For instance. Suppose you publish a shoe web site.

Your classes are Ladies, Males and Children.

You publish content material overlaying costume footwear, informal footwear and footwear for all types of sports activities/health.

If you happen to don’t tag your excessive heels pop-up promotion will show to girls studying sport/health shoe articles. There’s no alignment. Your click-through price (CRO) will undergo.

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Nonetheless, should you apply the following tags: Excessive heels, Working, Boots, Clogs, Sandals, Basketball, Loafers, and many others. you possibly can then present “Excessive Heels” affiliate gives to guests studying the girls class content material tagged with “Excessive heels””.

I’m an enormous believer in correctly tagging for different causes as effectively.

I wrote an in-depth tagging article right here.

For years I didn’t hassle with tagging. It was an oversight. I consider it’s an underused software. Furthermore, I consider many web sites go about it all improper (as in they don’t have a transparent tagging system).

The best way to rapidly take a look at affiliate gives with ConvertBox

Typically you by no means know which service provider will earn you the most cash.  It requires testing, which is usually a main drag till I received ConvertBox.  With ConvertBox I can take a look at completely different gives very, in a short time.

Right here’s how.

$600 EPMV is NOT a typo. I present you proof beneath. That is mind-blowing.

The operative phrase is “may”.

The factor with online marketing is you don’t at all times know what is going to promote and what received’t.

It requires trial and error.

I’ve promoted stuff I believed could be a house run and ended up incomes crickets.

I’ve promoted stuff I didn’t assume would promote and finally ends up incomes tens of 1000’s of {dollars}.

In reality, it solely takes one or a couple of decently promoting gives to create a sizeable income stream on any area of interest website.

The bottom line is discovering them.

Which requires trial and error.

The quicker you possibly can sift by way of the losers to search out the winners, the quicker you develop your affiliate income.

Just lately, I’ve give you a really quick technique to take a look at affiliate gives.

I discover myself spending an increasing number of time organising testing each week. It’s form of enjoyable really. Discovering these winners may be very gratifying. The income helps in fact.

Listed here are the easy steps I’m taking to rapidly take a look at affiliate gives on my area of interest websites:

Step 1: Get Convertbox pop-ups. Proper now, you possibly can get a lifetime license for as much as 500,000 month-to-month web page views. This piece of software program is an absolute goldmine. Pay as soon as, earn ceaselessly.

Step 2: Create a pop-up kind from any of the templates. The button hyperlinks to the service provider along with your affiliate hyperlink. Write brief, attractive copy to get the click on. Don’t mislead, but in addition write a robust name to motion.

Listed here are the templates I’ve been using:

Form Sort:

Form template:


Instance Pop-Up I Created:

TIP: After in depth break up testing, I’ve seen I nearly at all times get far more clicks on the popup when there’s a picture as a part of the pop-up. Break up take a look at for your self (Convertbox gives break up testing), however I do suggest creating one pop-up field model with a big, good picture.

Step 3: Set the pop-up to deploy 5 to fifteen seconds after guests arrive. Create a second exit-intent pop-up. I often create completely different designs which additional helps split-testing and provides selection.

Step 4: Goal the pop-up to show solely on related classes and/or tags in your website. I goal my pop-ups surgically so solely the most related guests see them.

Step 5: Run the pop-up for per week or lengthy sufficient to get a couple of hundred clicks. If you happen to’re pleased with the outcomes, maintain it. If not, dump it. If unsure, break up take a look at that supply with one other supply.

TIP: If you happen to promote the service provider elsewhere in your website, you’ll wish to use monitoring affiliate hyperlinks so certainly whether or not your Convertbox pop-ups are in reality producing gross sales (or not producing gross sales).

FYI, Convertbox additionally gives certainly one of the finest electronic mail enroll kinds.

It’s that easy.

I’ve dozens of pop-ups operating on a number of classes and tags throughout a number of area of interest websites.

I’m continually testing gives.

I maintain the winners. Ditch the losers and take a look at one thing else.

Why is that this such an efficient testing methodology?

It’s efficient as a result of you possibly can take a look at gives on all related content material inside minutes and achieve this in a manner that your guests merely can not miss. These pop-ups are “of their face”. They both like the supply or don’t. The bottom line is ALL related guests see the supply.

Additionally, these kinds actually take a pair minutes to create and deploy. Pace is vital.

What do I do after I discover a winner?

I maintain the pop-up operating as-is in fact.

I evaluation all the related content material. If there are extra subjects to cowl, I discover them and order content material revolving round that subject. I’m going actually lengthy tail and obscure. Excessive-earning affiliate content material doesn’t require a lot site visitors to make a lot cash.

To offer you an thought of how little site visitors can earn enormous commissions, right here’s the knowledge for the instance set out above:

The pop-up kinds had been seen solely 2,000 instances and generated solely 117 clicks (though the click on price is de facto good). Regardless of not many views, these kinds generated a whopping $1,200 in commissions.

That’s $600 per 1,000 guests ($.60 per customer). Really, increased as a result of each kinds show for every go to.

Yup, that’s a winner.

For this successful instance, I’ve ordered 20 extra long-tail articles related to that service provider. I’ll tag these articles when revealed and my pop-up field will pop up on these as effectively.

If relevant, I’ll insert further affiliate hyperlinks in the content material and create a purchaser quiz for the content material as effectively.

And perhaps, simply perhaps, such income may very well be worthwhile from paid site visitors.

Rinse and repeat.

ConvertBox and ConvertKit sync completely for stopping BANNED electronic mail subscribers from rejoining your checklist

The next can be an effective way to show electronic mail pop up kinds off for your present subscribers.

Life is simply too brief to cope with jerks IMO.

We are able to’t at all times keep away from them however when potential, I achieve this.

In reality, I’ll go out of my manner to make sure disagreeable individuals aren’t in my life.

One instance is with my electronic mail newsletters.

I not solely manually unsubscribe people who’re disagreeable however I take the further two seconds it takes to tag them so electronic mail enroll kinds don’t seem to them on my websites.

The tag I apply is aptly known as “Banned”.

This implies they can not signal as much as my electronic mail newsletters once more (Fats Stacks included).

If you happen to run an electronic mail publication I like to recommend you do the similar. Maintain the drawback individuals out of your life and take steps in order that they’re by no means an issue once more.

In reality, I’ve a laundry checklist of behaviors that I manually unsubscribe and apply the “Banned” tag to. I received’t bore you with particulars, however it’s a protracted checklist of behaviors.

This retains out disagreeable individuals so I don’t must cope with them once more. It additionally retains out uninterested individuals in order that I don’t pay for people who aren’t .

The reality is I put a great effort into my emails. The very last thing I must cope with anybody who doesn’t like it. I agree that my newsletters aren’t for everybody. No publication is.

Why do I do that?

Before everything, life is simply too brief to cope with snide remarks. Suggestions is nice (good and unhealthy). Rudeness is unacceptable.

Second, the value of my electronic mail autoresponder software program is predicated on the variety of subscribers. I don’t pay for people who find themselves unsubscribed. Due to this fact, why ought to I pay cash to cope with disagreeable individuals or individuals not (i.e. people who don’t open however don’t unsubscribe)?

This implies I find yourself with a lean electronic mail publication with excessive engagement. Subscriber depend is meaningless to me. Outcomes are what matter.

How will you do the similar?

It’s ridiculously easy with Convertkit electronic mail and Convertbox (lifetime supply) enroll kinds.

One actually intelligent factor Convertkit does is it doesn’t cost you for people who find themselves unsubscribed. AWeber did and that was annoying since you should delete unsubscribes which suggests you possibly can now not tag.

With Convertkit, I can maintain individuals in the database who’re unsubscribed after which apply the “Banned” tag to allow them to’t enroll once more. If I needed to delete them, they may enroll once more and be a PITA.

Listed here are the steps.

Step 1: Create a tag known as “Banned” (or name it no matter you need).

Step 2: For every kind in ConvertBox, go the “Concentrating on” tab. Choose “Goal Particular Guests”. Then apply a conditional rule “Does NOT have Convertkit tag “Banned”. What this does it it will solely show enroll kinds to people who you haven’t banned.

See the following:

Step 3: Filter in Convertkit for all “Canceled Subscribers”.

Click on the up and down arrows.

Select “Canceled Subscribers”

Step 4: Bulk apply your “Banned” tag.

Step 5: Each week or month, apply the “Banned” tag to new “Canceled Subscribers” in Convertkit.

Step 6: On an ongoing foundation if anybody annoys you, manually unsubscribe them and apply the “Banned” tag.

This course of takes up perhaps 2 minutes each month however it’s completely price it as a result of I can inform you from private expertise, drawback subscribers suck up manner an excessive amount of time.

I’m NOT speaking about people who ask questions or present suggestions, however people who find themselves impolite.


If somebody is impolite, simply search for their electronic mail in your Convertkit electronic mail database, unsubscribe them and apply the “Banned” tag to them. Good riddance. Drawback solved.

Create your dream checklist of readers

Taking these simple, quick steps aid you create your dream viewers. You do away with unhealthy prospects and readers; maintain the people you want doing enterprise with and interesting with.

What may very well be higher?

What must you do if a banned individual asks to be let again in (as in again in your electronic mail checklist)?

Perhaps they’ve second ideas or as soon as once more are referred to you and take a look at to enroll however can’t as a result of there are not any enroll kinds displaying for them in your website?

I’ve had this occur on many events.

Earlier than I reply I search for their electronic mail in the database. If it has the “Banned” tag, I don’t reply.

The motive I don’t reply is that they’ve already taken up an excessive amount of of my time.

In the event that they don’t have a banned tag, there’s a tech concern and I’m completely satisfied to assist them out.

The way you deal with that is as much as you.

One potential answer when you’ve got an enormous electronic mail enterprise is to arrange a paid possibility and if they need in, they must pay both a one-time charge or month-to-month subscription. I don’t get practically sufficient of those conditions warranting setting this up however some emailers certainly do. If I did, I’d do it.

Am I being heavy-handed?

Perhaps. I think some people will assume so.

However should you run an electronic mail publication and/or have prospects, I think you’ll admire the following pointers.

Holding unhealthy prospects out is a dream consequence for most companies. It’s unimaginable for many companies to take action, however simply potential when your important gross sales channel is electronic mail.

I discovered this practising regulation. It doesn’t take lengthy to comprehend a small handful of drawback purchasers suck up a disproportionate quantity of your time… after which they complain about the invoice. Once they didn’t pay, I needed to chase them down… extra ineffective work.

The smartest thing is to stop these purchasers from turning into purchasers. It’s not at all times potential to identify them, however I positive tried after getting hosed a few instances.

Fortuitously, with electronic mail publication software program, you’ll find them in seconds.

Chalk up but another excuse electronic mail advertising (in the proper niches) may be such an ideal enterprise.

My ConvertBox Scores

ConvertBox Review

  • Effectivenesss/Options
  • Ease-of-Use
  • Buyer Service
  • Worth for Cash

Jon runs the place round right here.  He pontificates about launching and rising on-line publishing companies, aka blogs that make a couple of dollars.  His satisfaction and pleasure is the electronic mail publication he publishes that’s “the finest running a blog electronic mail publication round.”

Hyperbole?  Perhaps, however go examine it out to see what some readers say.

In all seriousness, Jon is the founder and proprietor of a digital media firm that publishes a wide range of net properties visited and beloved by thousands and thousands of readers month-to-month. Fatstacks is the place he shares a glimpse into his digital publishing enterprise.