ConvertBox Review – Details, Features, & Pricing

This nonfiction reviews ConvertBox, a level for gathering and managing opt-in forms. ConvertBox hosts your opt-in forms connected its website and sends your leads to astir of the large email selling platforms.

Previously known arsenic ConvertBar, ConvertBox was launched by Dean Saunders and acquired by Josh Bartlett (of ThriveCart) successful 2021.

ConvertBox’s main competitors are ConvertPro, Convertful, Poptin, Optimonk, OptinMonster, Sumo, and Thrive Leads.

The 2 standout features of ConvertBox are (a) the simplicity of the interface and (b) the beingness pricing.

I’ve been utilizing ConvertBox for conscionable implicit 3 months, truthful this reappraisal is based connected idiosyncratic experience.

This reappraisal examines ConvertBox successful presumption of the pursuing features:

• Dashboard
• Form Types
• Customization
• Integrations
• Display and Targeting
• Analytics
• Pricing
• Support

So, let’s look astatine ConvertBox’s features.

ConvertBox Features

The archetypal happening that strikes you astir the ConvertBox dashboard is however elemental and uncluttered it is. 

Anyone who has utilized a popup generator earlier volition cognize however analyzable these platforms tin be. For me, simplicity ever wins the time erstwhile it comes to bundle platforms.

When you archetypal unfastened the dashboard, determination are conscionable 2 actions you tin take: make a caller ConvertBox (a ConvertBox is an opt-in form) and delegate it to a group:

User Interface score: 85%

Form Types

Once you person created a caller ConvertBox, you’ll beryllium asked what benignant of signifier you want: an overlay oregon an embedded form.

Overlays are opt-in forms that popular up oregon descent successful connected your web page. Embedded opt-ins are forms that you spot successful the blog station oregon leafage itself.

If you take overlay, you person 4 options:

• Sticky bar
• Center Modal
• Callout Modal
• Full Page

A Center Modal is simply a regular popup, portion a Callout Modal is simply a slide-in. A Sticky Bar is simply a fixed horizontal barroom that appears astatine the apical oregon the bottommost of a web page, and a Full Page is an opt-in signifier that takes implicit the full web page.

With embedded forms, ConvertBox has a truly chill feature.

Traditional embed codes connection lone 1 codification per opt-in form. Wherever you embed that code, it volition show conscionable 1 form.

But with ConvertBox’s ‘embed areas,’ you tin show assorted ConvertBoxes wrong the aforesaid area. You tin besides acceptable conditions for erstwhile those ConvertBoxes display.

For example, you could designate an embed country arsenic “Blog leafage astatine bottom” and integrate the embed codification into the footer of your blog. Within this area, you tin show aggregate ConvertBoxes, each tailored to prosecute visitors astatine antithetic stages of their income journey.

These ConvertBoxes tin coexist wrong the aforesaid country but volition activate lone if the predefined conditional rules are satisfied for each respective ConvertBox. 

This lets you present dynamic messages and offers connected your pages according to your visitor’s signifier successful the income journey.

Integration and compatibility: 80%

Templates

On the adjacent screen, you person the enactment to prime a template oregon commencement from scratch:

If you privation to prevention time, the champion strategy present is to prime a template that approximates what you privation and past customize it.

Customization: 70%

Customization

After choosing your template (or the start-from-scratch option), you’ll past beryllium taken to the drag-and-drop editor:

You tin delete immoderate of the elements successful a template and regenerate them by dragging the tiles from the near broadside paper onto your ConvertBox. 

The elements you tin usage to physique your opt-in signifier are:

• Text
• Button
• Video
• Image
• Form
• Timer
• HTML
• Divider
• Progress Bar

In summation to ‘elements,’ you besides person a tab called ‘Steps’:

This is wherever you specify however your ConvertBox volition work. If you privation to support it simple, you tin person a one-step form, which would beryllium a azygous container with a CTA and an email field. 

Or you tin make a two-step opt-in wherever the visitant archetypal clicks connected a fastener earlier getting to the email postulation stage.

A cardinal portion of your ConvertBox is the ‘form’ element:

Drag the ‘Form’ tile onto your ConvertBox and past click connected the signifier itself. You’ll past beryllium taken to a paper containing a fastener for ‘Form Settings’:

Lead generation: 85%

Integrations

When you click connected ‘Form Settings,’ a caller surface appears with tabs for Fields, Actions, and Integrations.

‘Fields’ is wherever you determine however overmuch accusation you privation to cod from the subscriber (email, name, address, etc).

In the ‘Actions’ tab, you take what you privation to hap erstwhile the fastener is clicked:

The enactment mightiness beryllium going to the adjacent measurement of your ConvertBox (if you person a two-step opt-in), oregon it mightiness beryllium re-directing to a URL, closing the ConvertBox, oregon opening different ConvertBox.

You tin besides acceptable a conditional action. This is an enactment that volition lone hap if a specified information is met. For example, you tin acceptable it truthful that the enactment lone happens if a quiz people is wrong a definite range:

The ‘Integrations’ tab is wherever you link the ConvertBox to your email selling level oregon CRM. 

Once you person connected to a third-party platform, you’ll spot assorted imaginable actions, specified arsenic adding the idiosyncratic to a list, adding them to an automation, tagging them with a tag, etc:

This is simply a precise elemental and easy-to-understand integration UI and is 1 of the beardown points of ConvertBox.

Templates: 90%

Display and Targeting

In the apical paper bar, adjacent to ‘Customize’ are ‘Display’ and ‘Targeting’.

‘Display’ is wherever you determine however often the popup appears and ‘Targeting’ is wherever you determine who sees it.

Under Display, you tin acceptable the following:

• Triggers
• Frequency
• Location

‘Triggers’ gives you assorted options for displaying your ConvertBox. These include:

• page scroll
• period of nary activity
• page abandonment
• clicking a nexus connected the page

‘Frequency’ is wherever you archer ConverBox however galore times you privation your signifier to look during a league and the maximum fig of times it tin look during a azygous session.

On the ‘Location’ tab, you tin take wherever you privation your ConvertBox to appear. This tin beryllium an nonstop URL, a URL containing a peculiar word, a WordPress category, oregon a WordPress tag:

ConvertBox gives you a truly granular level of power implicit wherever the popup appears.

Under Targeting, you tin take to amusement your ConvertBox to everyone oregon circumstantial visitors. 

If you privation to amusement your signifier lone to circumstantial visitors, there’s an awesome scope of conditions to take from, including:

• what pages they person visited
• whether they person visited a circumstantial page
• where they are geographically located
• whether their cooky worth contains a peculiar keyword

Bear successful caput that the scope of options you spot volition beryllium partially connected the third-party level that you link to.

Lead generation: 75%

Analytics

The analytics surface gives you a snapshot of the show of your ConvertBoxes utilizing the pursuing criteria:

• Views
• Interactions
• Interaction rate
• Leads
• Lead conversion rate

You tin spot these stats for a circumstantial ConvertBox oregon a radical of ConvertBoxes:

I similar the simplicity of the analytics show – it shows you astatine a glimpse however your opt-ins are performing without having to scroll done fractional a twelve graphs. However, immoderate radical volition privation much elaborate analytics than this.

Customer enactment & Documentation: 70%

Pricing

Pricing is simply a diagnostic wherever ConvertBox stands retired from each its competitors due to the fact that it lone offers a beingness interest of $495.

For bloggers connected a budget, that’s a large outlay successful 1 go. 

But it does person advantages. 

Over a 5-year period, ConvertBox works retired astatine $99 per year.

By comparison, OptinMonster is $348 p/year, Poptin is $240 p/year, and Optimonk is $468 p/year.

I don’t cognize if ConvertBox plans to alteration the pricing to monthly/annual fees, but if they do, I fishy the yearly interest would beryllium comparable to Optin Monster oregon Optimonk.

Product	Price
ConvertBox	$495 lifetime
OptinMonster	$348 p/year
Thrive Leads	$299 p/year
Poptin	$468 p/year
Convertful	$228 p/year

Price & Value for Money: 80%

ConvertBox has a coagulated postulation of enactment articles covering basics, integrations, targeting and show rules, and troubleshooting:

They besides person online grooming videos connected basal topics and precocious topics:

For assistance with a circumstantial issue, there’s an online signifier wherever you tin unfastened a enactment ticket. Unfortunately, determination is nary unrecorded chat and nary telephone support.

But the level works truthful good and intuitively that you astir apt won’t request immoderate help. I’ve been utilizing it for 3 months and haven’t yet tally into immoderate problems.

Feature	ConvertBox	OptinMonster	Thrive Leads	Poptin	Convertful
Lead seizure forms	Yes	Yes	Yes	Yes	Yes
Multiple Step opt-ins	Yes	Yes	Yes	Yes	Yes
Drag and driblet builder	Yes	Yes	Yes	Yes	Yes
A/B testing	Yes	Yes	Yes	Yes	Yes
A/B testing	Yes	Yes	Yes	Yes	Yes
Onsite retargeting	Yes	Yes	No	No	Yes
Analytics	Yes	Yes	Yes	Yes	Yes
Conditional integrations	Yes	No	No	No	No
Segmentation	Yes	Yes	Yes	Yes	Yes
Scroll trigger	Yes	Yes	Yes	Yes	Yes
Inactivity trigger	Yes	Yes	Yes	Yes	Yes
Page abandonment trigger	Yes	Yes	Yes	Yes	Yes
Clicked nexus trigger	Yes	Yes	Yes	Yes	Yes
Page-level targeting	Yes	Yes	Yes	Yes	Yes
Location targeting	Yes	Yes	No	Yes	No
Intelligent targeting	Yes	Yes	No	No	No
Countdown timers	Yes	Yes	Yes	Yes	Yes
Custom signifier fields	Yes	Yes	Yes	Yes	Yes
Personalized messages	Yes	Yes	No	No	Yes
Mobile Editing	Yes	Yes	Yes	Yes	Yes
Quizzes	Yes	No	No	No	No
Skip Logic	Yes	No	No	No	No
Spam Filtering	No	Yes	No	No	No

How Does ConvertBox Compare With Other Lead Generation Platforms?

I’ll restrict the treatment successful this conception to a examination betwixt ConvertBox and the 2 pb procreation platforms that I person utilized successful the past: Optin Monster and Thrive Leads.

ConvertBox vs OptinMonster

Opt-ins and Templates: OptinMonster provides much opt-ins and templates than ConvertBox. OptinMonster offers implicit 80+ templates, whereas ConvertBox has implicit 25+ templates.

TruLead Feature for Spam Filtering: OptinMonster includes a TruLead diagnostic to filter retired spam and summation email deliverability, which ConvertBox lacks. Users mightiness request to usage outer email work providers oregon services similar Zero Bounce with ConvertBox to validate emails.

Ease of Use: ConvertBox is elemental to understand, and there’s hardly immoderate learning curve. It was designed to beryllium casual to use. By contrast, OptinMonster requires immoderate learning curve owed to its galore features.

Segmentation Funnels: ConvertBox’s ‘Segmentation Funnels’ are a standout diagnostic and let for highly personalized offers tailored to idiosyncratic needs. OptinMonster tin execute akin outcomes done targeting, triggers, and run setup, but the process is cumbersome compared to ConvertBox.

ConvertBox vs Thrive Leads

Reliability:  Thrive Leads tin beryllium glitchy. I’ve often spent hours trying to find wherefore a popup was not firing successful Thrive Leads. In my experience, the popups successful ConvertBox enactment the archetypal time.

Ease of Use: ConvertBox’s interface is easier to understand, with a little cluttered and much modern layout than Thrive Leads, which tin go complicated, particularly erstwhile managing aggregate LeadBoxes and Lead Groups.

Better for Multiple Sites: ConvertBox offers convenient signifier management, peculiarly for users with aggregate sites. You tin easy duplicate and determination forms crossed sites with ConvertBox. In Thrive Leads, you would person to export them and past import them arsenic a Zip file, which involves other steps.

Performance and Compatibility: Thrive Leads, being a WordPress plugin, tin dilatory down your tract oregon struggle with different plugins connected your site. Additionally, it accumulates log record information, which has to beryllium deleted periodically if you privation your tract to execute astatine its best. 

Visitor Targeting: ConvertBox offers feature-rich visitant targeting capabilities, allowing you to people visitors based connected a full scope of conditional rules specified arsenic autoresponder tag, cooky value, and visitant location. There is thing arsenic granular arsenic this successful Thrive Leads.

Alternatives to ConvertBox

There are assorted alternatives to ConvertBox – these are the ones I would recommend.

Summary

This ConvertBox reappraisal has examined ConvertBox’s cardinal features successful item and however it compares with its competitors.

I’ve been utilizing ConvertBox for 3 months now, and I emotion however casual it is to use.

I’m besides impressed with the level of targeting you tin achieve. The skip logic that segments users based connected their answers is peculiarly useful. I besides similar the granular mode it integrates with ActiveCampaign, giving maine tons of options for displaying my popups based connected the behaviour of my visitors.

The beingness pricing is simply a hefty outlay and made maine deliberation twice. But I’m besides gladsome I person nary recurring subscription fees. Over a 3- to 5-year period, ConvertBox volition beryllium much affordable than its competitors.

In short, ConvertBox is up determination with the champion pb procreation bundle and is bully worth for money.