Convertbox Review 2019

In June last year I became aware of a new online marketing tool called Convertbox.  I Immediately purchased it and began testing, I was instantly impressed.

The only slight concern I had was that it was a new tool and was in Beta so would it be updated or left to die like so many other online tools?

I am happy to say over the past 8 months it has been regularly updated and there are more updates planned so I am now confident enough to give my review.

I've used to replace Leadpages and other lead generation tools and have migrated all my sites over to Convertbox (Example: Serious Marketers Only]

I'll also add a few videos to this review so that you can see the main features in action.

What Is Convertbox?

To put it into layman terms Convertbox is a tool you can use on your site that is will allow you to collect leads, segment your audience, show offers, and base what people see on their previous behaviour.

For example if a visitor is already a subscriber then instead of showing them the same lead magnet you could show them a discount coupon or another report.

At the same time you can segment your audience (This will generate you more income… guaranteed)

Why Should You Segment Your Email Subscribers?

Doing this will allow you to send highly targeted and relevant messages to those you consider to be your ideal customer at the right time and moment.

Convertbox - Segmenting and Audience

Segmenting An Audience

Let’s take a few minutes for this to sink in.

Just imagine that a potential customer visits your website and love the content.

They then subscribe to your list to get the lead magnet you offer. As they optin you segment them and they tell you they are a Gym Owner with under 100 clients.

Now when they come back to your site to read further content they get shown them an offer that is created for Gym Owners with less than 100 clients.

See how powerful that is?

The offer they see is one that has been personalized just for them

Think that will increase sales?


How To Segment Your Audience With Convertbox

In the video below I show you how I use Convertbox to segment my audience before they got onto my list which is a really powerful way to grow your list.

Segment Your Audience With Convertbox

Personalisation And Marketing Automation?

Like everyone else, you want to offer a better service to your customers.

One way that you can actually achieve this is by being able to tell your customers about your content and offers at the right time.

if you can do this then your perfect customers will see this as being relevant to them.

But in order to make it work simply and effectively  can involve having to spend hundreds or even thousands of dollear each month on software or a marketing platforms

Often many of these tools can either be too expensive or too difficult  to use.

But isn’t my email, already personalised?

The majority of tag-based email marketing platforms available today such as Activecampaign, Drip, and Convertkit are. But this only happens to be on the email side of this. Any personalisation and marketing automation will only be applicable inside of your emails.

So what happens if people don’t open your emails and are in fact visiting your site regularly by coming through other channels such as social media or as a referral?

This is where CONVERTBOX comes in…

This is a tool that can show personalised messages to these people based on certain tags along with advanced behavioural triggers such as if a visitor to your site uses a particular URL to get there or if they page is in a specific category or has a specific tag

Is this all sound a little too confusing?

Do not worry,  I am about to show you a few of the features and how I use them. You'll see how easy it is to implement

At this time Convertbox is offering a LIFETIME deal,  Via it's Private Pilot Program whilst most of its competitors are charging up to $79 per month for a similar features.

Let's check out some of my favourite features…

My top 10 Favourite Convertbox Features

My Top Tips For Using Convertbox

I have been using it for a while now and am going to share with you some of my top tips for using it for personalising your website.

The most important time that I could share is, to begin with segmenting your users before they have even given you their email address.

Through Convertbox, you can create various different buttons to create up to 4 different segments for each form.

For example, Age,  gender, ability level, favourite dog breed, desired outcome etc … the list is endless

This is great for  creating very hyper-targeted messages not only for your ideal customer but also for any visitors to your site

Think about some of the ways you can use these messages…


Quizzes are powerful and one of the recent updates brought us the ability to add quizzes to our sites.  These are a really good way to improve affiliate sales

Cart Abandonment

If someone doesn’t immediately go to checkout you are able to show them a popup with a discount code or other offer that will help them to complete their purchase.

This will only be shown to people who have abandoned their cart.

Upsell Offers

If someone has recently become a customer you can then create a upsell offer that comes with a built-in timer that helps to create a sense of urgency.

Related Content Or Videos

This is another great way for you to showcase your authority and expertise as well as provide people with relevant content or videos based on what they have read or seen recently. If for example, they have just read an article you can then show them a video that relates to it on a similar subject on your site.

What Features And Benefits Of Convertbox Are Unique?

Probably the biggest benefit to be had from using Convertbox compared to other email list building tools such as Optin Monster, Sumo, or Thrive Leads is that it will allow for more advanced behaviour personalisation.

Convertbox’s 2-step opt-in feature will allow you to create up to 4 buttons that will allow people to be sent to a different opt-in form. This opt-in form will then contain a trigger that causes tags to be created relating to different segments.

You will also be able to trigger and show people different “Convertboxes” based on their behaviour.

Here is the list of TARGETS for you to show your Convertboxes.

TOP TIP: Set up Tag's for your content for example “LM -Blogging Guide”   now in convertbox set your optin form for your Lead Magnet (LM)  Blogging Guide to only display on posts or pages with that tag.

This way you can quickly update multiple posts and ensure the right Lead Magnet is presented

How You Can Use Convertbox To Grow Your Business

Through Convertbox, you have the ability to create a more personal experience for people to help build your email list.

You are able to offer them a more relevant product or lead magnet, so you end up getting more people engaged with your campaigns. Resulting in more clicks, subscribes and purchases.

All of this can be done with the same amount of traffic.

From now on you won’t be sending any more “generic” messages to your subscribers.

 Alternatives To Convertbox?

I’ve taken a look at the other alternatives to Convertbox and the ones that are closest to this at the moment are Converflow and Rightmessage.

However, the one that is very similar is Rightmessage which can edit all of your website as well as your opt-in forms.

So really this is the closest one to it.

What I Like About Convertbox

I love Convertbox because it is so very easy to use.

You begin by adding your site to the list of domains that Convertbox should be installed to.

After you’ve added your domain name you will need to install the code provided or the WordPress Plugin and then connect it via an API. (don't worry this is easy!)

Either of these methods would work. NOTE: If you try to use both then the popups you create may appear twice.

Now you need to add your integrations such as Convertkit, Drip, Mailchimp etc.

To create your forms is very easy. You just choose the element you want to use and edit it.

It’s the simplicity of being able to edit in Convertbox is also something that I didn’t really like.

What I Don’t Like About Convertbox

As I’ve already said, the one thing I don’t like about Convertbox is it has very limited design capabilities. You don’t even have the capability to move the elements to different positions.

But apart from that, I love how simple this tool is to use and is to customise it is a great addition, but not a complete deal breaker.

How You Get Started With Convertbox

It is very easy to begin using it. After you’ve created your account you just need to follow the very simple steps.

Step 1: Connect your domain to Convertbox
Step 2: Add the JS Code or Plugin to your website to connect it
Step 3: Add your email service provider (integration)
Step 4: Create your Campaign
Step 5: Create a Convertbox

My Exclusive Convertbox Bonuses

Purchase Convertbox through the links on this site and claim your amazing Bonus bundle.

20 Minute Convertbox Consultation Call

Jump on a call and we'll help you to optimise convertbox for your site

The Email Marketers Handbook

Claim your copy of the Email Marketers Handbook The Ultimate Guide to Email Marketing

Email Infotainer

Also get a copy of Email Infotainer – Create Emails That Entertain & Convert

To Claim Your Bonuses,

Simple log a call at the Helpdesk and send us a copy of your receipt.

(note these bonuses are just for purchases through our affiliate link)



I am very excited to share with you WHY I love using Convertbox so much.

  • Firstly, it is very easy to use. You don’t need to design your own popups, landing pages etc. You simply edit the text and details it will the format a gorgeous opt-in for you.
  • Both the personalisation and segmentation work. You just need to make sure you choose an email marketing provider that is tag-based such as Drip, ActiveCampaign or Convertkit (not related to convertbox!)
  • Lastly, the LIFETIME PRICING FOR CONVERTBOX cannot be beaten. No more monthly payments EVER!
  • Also for a further small investment, you can even get an AGENCY Licence.


Unfortunately, there aren’t any perfect solutions and programs, and this is the same for Convertbox. Although I really love it there are a few things that I don’t like.

I don’t like that both the design and editing capabilities are somewhat limited at the moment, one of the upcoming updates will address this.

Disclosure: I am an affiliate and a real user of Convertbox. I only ever recommend products that I tested and used and found to be worthwhile and helpful. Should you have any questions then please don’t hesitate to contact me.

Read More About Convertbox

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