ConvertBox Review: My Personal Experience & Honest Evaluation

Make Money Online - Last Updated on March 26, 2024 by Jussi Hyvarinen

ConvertBox Review

Jussi Hyvärinen

I'm Jussi, with over 25 years of expertise, I help entrepreneurs navigate the online business world. My services include tailored recommendations, step-by-step tutorials, and insightful reviews to help steer your business aspirations. Please reach out if you need assistance with your online business plans or have any questions.




$495 (lifetime deal)

Free Trial
No (30-day money back guarantee)

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  • Very easy to use
  • Intelligent targeting
  • Seamless integrations


  • Limited customization
  • No free trial

ConvertBox is a lead generation and onsite messaging tool that allows businesses to create and customize pop-ups, banners, and calls-to-action to engage visitors and capture leads on their websites.

Are you looking to boost your lead generation efforts and grow your online business?

ConvertBox claims to be the solution you've been searching for. In this comprehensive ConvertBox review, I'll explore the features and capabilities of this lead generation tool and whether it's a worthwhile investment for your business.

ConvertBox offers a range of features designed to optimize your lead capture process, from creating dynamic opt-in forms to setting targeted rules. But does it deliver on its promises?

Let's find out.

ConvertBox Review - A Closer Look

ConvertBox closer look

ConvertBox, at its core, is a lead generation tool designed to optimize the process of capturing leads from your website visitors.

It's a platform that brings a fresh perspective to the table, offering a suite of features that go beyond the traditional opt-in form creation.

One of the standout features of ConvertBox is its intelligent targeting. This feature lets you present highly personalized offers to your website visitors based on their previous activity, location, and even the referring site.

This level of personalization can significantly enhance your lead generation efforts, making ConvertBox a valuable asset for any online business.

The platform also has a drag-and-drop editor, which makes the form creation process effortless. Whether you're a seasoned designer or a complete novice, this feature is incredibly user-friendly.

It allows you to create everything from pop-ups to full-page overlays, giving you the flexibility to design opt-in forms that align with your brand and marketing goals.

Another notable feature of ConvertBox is its ability to integrate with major marketing tools. Whether using a CRM like HubSpot or an email marketing tool like ActiveCampaign, ConvertBox ensures seamless integration, making your marketing efforts more streamlined and efficient.

ConvertBox offers numerous custom form fields for lead capture forms, allowing you to capture the most relevant information for your business.

From simple name and email fields to more complex form fields, ConvertBox gives you the freedom to customize your lead collection forms to your liking.

The platform also supports A/B split testing, allowing you to create multiple split test variations of your forms and determine which performs best. This feature is handy for optimizing your forms and improving conversion rates.

ConvertBox also offers a range of dynamic features like multiple choice quizzes and dynamic customer experience quizzes.

These features engage your website visitors and provide valuable insights into their preferences and behaviors, helping you tailor your marketing efforts accordingly.

ConvertBox is more than just an opt-in tool. It's a comprehensive lead-generation solution that promises to transform the way you capture leads and engage with your website visitors. 

ConvertBox - A Step-by-Step Guide

ConvertBox, with its user-friendly interface and versatile features, is designed to make your lead-generation efforts more efficient and effective.

But how do you use this tool to its full potential? Let's walk through the process.

1. Setting Up Your Account

After you have purchased the software, you need to adjust a few settings in your ConvertBox dashboard. These settings include adding your site name, setting up the integrations, and installing ConvertBox on your website.

You can install ConvertBox on your site by choosing two methods: installing a WordPress plugin or inserting a site-wide code snippet.

ConvertBox install

The outcome of these two methods is the same. Install the plugin if you find that easier. I've used that method myself.

2. Integrating ConvertBox with Your Marketing Tools

ConvertBox integrates seamlessly with popular email marketing tools.

ConvertBox integrations

The integration feature sends the collected leads to email marketing software like ActiveCampaign or ConvertKit.

You can specify what will happen when the contact is added to the email marketing tool, for example, launch a follow-up sequence.

Once you have set up all the prerequisites, it is time to create your first form.

3. Setting Up Your First Opt-In Form

Start by pressing the "New ConvertBox" button and give it a name and add it to a group or create a new one.

Then, choose your lead-gen form type from various options. You can choose between overlay or embedded types of forms.

Available form types are:


  • Sticky bar
  • Callout modal
  • Center modal
  • Full page


  • Large embedded
  • Small embedded
ConvertBox types

I have tested different types, and the "full page" is usually the best converting one.

After selecting the type, you will be ushered to choose from various ready-made templates, or you can start the whole form-building process from scratch.

ConvertBox ready-made templates

Now you can start to build the lead-gen form.

Building the forms with the ConvertBox drag-and-drop builder is a breeze. You can choose from standard elements, like text, image, button, video, timer, progress bar, etc. 

ConvertBox drag and drop editor

In the editor, you find desktop and mobile views to ensure the same form is displayed correctly on every device.

4. Lead-Gen Form Steps

Another powerful feature of the lead-gen editor is steps. You can add to the form multiple steps. This feature is great if you want to create for example quizzes to engage your audience. 

ConvertBox steps

5. A/B Testing

One of the best features of ConvertBox is A/B testing, a feature that allows you to create multiple test variations of your forms to determine which one performs best. This feature is handy for optimizing your forms and improving your conversion rates.

You can split test different elements of your forms, including the headline, call to action, form fields, and design elements.

By analyzing the results of your split tests, you can make data-driven decisions and continuously improve your forms.

ConvertBox A/B testing

Setting up an A/B test is very easy. Click the "Create A/B test" button and "Create a new variation." The software copies the existing variation (Variation A) as a new one (Variation B). Then you simply edit in Variation B what you want to test between variations A and B.

6. Creating Display Rules

ConvertBox display rules

Display rules allow you to show when the form is displayed on your webpage. ConvertBox boasts various types of triggers to choose from:

  • Time on page (e.g. form is displayed if the visitor is on the page for more than 10 seconds)
  • Scrolling on the page ((e.g. form is displayed if the visitor scrolls the page more than 50%)
  • Period of no activity (e.g. form is displayed if the visitor is inactive on the page for more than 15 seconds)
  • Page abandonment (show the form if the visitor attempt to leave the page)
  • Clicking a link on the page (show the form if the visitor clicks a link on the page)

Frequency settings let you decide how often the form is displayed (e.g. show to each visitor one time per session and no more than three times total).

Location settings let you define the pages you want the form to appear on. You can include URLs or your site's WordPress categories and tags where the form appears. You can also exclude URLs, categories, or tags conversely.

7. Implementing Your Own Targeting Rules

One of my favorite features of ConvertBox is its ability to set detailed targeting rules. This feature lets you present highly personalized offers to specific visitors.

ConvertBox targeting rules

You can set up targeting based on a host of conditions:

  • Number of page views
  • Device type desktop/mobile
  • Has visited/has not visited a page
  • Has visited/has not visited with URL parameter
  • Referring source contains/does not contain
  • Location includes/does not include (you can select to display the form if the visitor is from a specific country)
  • Has seen ConvertBox/has not seen
  • Is logged in to WordPress/is not logged
  • Cookie value contains keyword/does not contain keyword
  • Visitor is on your email marketing list/is not on your list
  • Has a specific tag/does not have a tag (email marketing tool tag)

These rules allow you to create laser-focused targeting, which helps boost conversions.

The final step is to launch your newly created ConvertBox by setting it to active mode. You can also schedule the ConvertBox to be visible based on specific dates.

ConvertBox launch

ConvertBox Stats

The platform also has a comprehensive statistic component. The statistics are broken down as follows:

  1. Views - how many times the form has been viewed in a given time
  2. Interactions - how many times the link on the form has been clicked
  3. Leads - how many leads the form has generated

ConvertBox Pricing

ConvertBox lifetime deal offers unlimited access to all ConvertBox's features for a one-time payment. The lifetime deal is still available at $495.

It's a cost-effective solution that eliminates the need for recurring monthly or annual payments, making it an excellent option for businesses looking to maximize their return on investment.

There is also a possibility to upgrade to ConvertBox Pro, which is meant for usage up to 50 sites and 500,000 monthly views.

ConvertBox Pros and Cons

Like any tool, ConvertBox has its strengths and weaknesses. Understanding these can help you decide whether it's the right lead-generation tool for your online business. 


  • User-Friendly Interface: ConvertBox's intuitive interface makes the form-building process easy and quick. 
  • Intelligent Targeting: ConvertBox allows you to set targeting rules and present highly personalized messages to website visitors.
  • Comprehensive Integration: ConvertBox integrates seamlessly with the most popular email marketing tools and Google Analytics.
  • A/B Split Testing: ConvertBox supports A/B split testing, allowing you to create multiple test variations of your forms and determine which performs best. 
  • Lifetime Deal: ConvertBox offers a lifetime deal, which provides unlimited access to all its features for a one-time payment. This makes it a cost-effective solution for businesses of all sizes.


  • Limited Customization: While ConvertBox offers numerous custom form fields, some users might find the customization options limited compared to other form builders like Thrive Leads.
  • No Free Trial: Unlike some of its competitors, ConvertBox does not offer a free trial. However, you can use it for 30 days risk-free because of the money-back guarantee.

ConvertBox Alternatives

While ConvertBox offers a host of features designed to optimize your lead generation efforts, it's not the only tool on the market. Let's briefly look at some alternatives and see how they stack up against ConvertBox.

Thrive Leads

Thrive Leads is a popular lead-generation tool, especially among Thrive Suite users. It offers a wide range of form types and drag-and-drop builder with comprehensive customization options. However, unlike ConvertBox, Thrive Leads does not offer a lifetime deal, which could be a deciding factor for businesses on a budget.


OptinMonster is another well-known lead generation tool that offers a variety of features, including exit intent technology, page-level targeting, and A/B testing. 

It also integrates with most email service providers. However, some users might find OptinMonster's interface less user-friendly than ConvertBox's.


Leadpages is a comprehensive lead generation tool that offers a variety of features, including landing page creation, pop-ups, and alert bars. It also supports A/B testing and integrates with most marketing tools. 

However, Leadpages is more than just a lead capture tool; it's a full-fledged landing page builder, which might be more than some businesses need.

Frequently Asked Questions

What is ConvertBox?

ConvertBox is a lead generation tool designed to optimize the process of capturing leads from your website visitors. It offers a suite of features, including a drag-and-drop editor, intelligent targeting, custom form fields, A/B split testing, and more.

How much does ConvertBox cost?

ConvertBox offers a range of pricing plans to cater to different business sizes and needs. It offers a lifetime deal, which provides unlimited access to all its features for a one-time payment of $495. 

Side note: the price of the lifetime deal is not fixed, so it might go up without further notice.

Is ConvertBox suitable for beginners?

Yes, ConvertBox is designed to be user-friendly, making it suitable for beginners. However, like any new tool, there might be a learning curve at first. 

Wrapping Up - Is ConvertBox the Right Tool for You?

Having delved into the features, pricing, and usage in this ConvertBox review, it's clear that this tool brings a lot to the table.

ConvertBox is designed to make your lead-generation efforts more efficient and effective, from its user-friendly drag-and-drop editor to its intelligent targeting and competitive pricing.

Its ability to present highly personalized messages based on your targeting rules can significantly enhance your lead-capture efforts, boost conversion rates, and ultimately increase your bottom line.

I have found ConvertBox to be easy to use yet powerful tool to help grow my business. I like it very much, and I definitely recommend it.

Grab the lifetime deal before the price increases.

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