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As a brand owner and digital marketer, it is imperative to have a long-term sustainable plan for your business. Having a large potential customer base directly influences business growth. To achieve this goal, there are several available online marketing strategies you can harness, one of which includes building an email list. An email list helps business owners create and promote high-quality content, people, and brands, as well as offer products or services to your target audience repeatedly.


Building a list becomes easier when you have the right marketing tools. In this guide, we will show you one most-effective opt-in tool you can use to boost lead generation - ConvertBox. With this software, you can capture emails, create pop-ups on your site, and send specific promotions. Despite being powerful for brand visibility and sales, it is very simple to use and integrate into any CRM (Customer Relationship Management) system.

ConvertBox is not just a lead generation tool, it has built-in, customizable features that outshine other tools in terms of performance and results.

Interestingly, ConvertBox is budget-friendly. Unlike other opt-in tools with ongoing payments, this tool offers you a lifetime payment; this implies that you can use it on multiple sites for life. ConvertBox is not just a lead generation tool, it has built-in, customizable features that outshine other tools in terms of performance and results.

ConvertBox Features

Let’s start with the basics; some of the fundamental features you will find in ConvertBox include:

  • A/B testing
  • Segmentation
  • Analytics tools
  • Custom form fields
  • Custom scripts
  • Evergreen offers
  • Personalized messaging
  • Two-step opt-ins
  • Exit-intent
  • Schedulers, chatbots, and likes.

ConvertBox has four opt-in options, which include notification bar, call-out, lightbox/modal, and fullscreen - you can learn more about their functionality from this ConvertBox review.

What Makes ConvertBox Unique?

You may already be conversant with most of the elements it has to offer, however, there are some advanced features that make this software stand out from the rest. They include Intelligent Targeting and Deep Integrations. What are these features and how do they work?

Intelligent Targeting

How do you know who your visitors are and the activities they have conducted on your site? Also, how can you tell that a ConvertBox is being displayed? Other tools out there limits you to certain parameters like distance scrolled, time, and exit-intent. On the other hand, ConvertBox takes you deeper into understanding your audience. Some of the marketing rules you will find include:

  • Seen page
  • Inactive on page
  • Number of visits
  • Percentage scrolled
  • Exit intent
  • URL parameters
  • Time on page
  • Email service provider tags
  • Goals
  • Device type
  • Referring site
  • WordPress category
  • ConvertBox activity
  • ESP lists
  • Location

Deep Integrations

ConvertBox has a robust integration system that makes it easy to use with other online tools like an email service provider. Using this software with visual automation from a reliable platform like ConvertKit can help you intelligently target any individual, even though they are not on your email list. For example, you can customize and send messages to visitors coming from other influencers and social media platforms like Instagram or YouTube. Another feature of ConvertBox is the ability to seamlessly upsell offers or provide specialized engagements to existing customers.

Brand owners can create custom messages for visitors on their sales funnel page as well; with this, they have various options, including revisiting the page for more information on products and services and schedule a call to communicate their needs.

What Else Can I Do With ConvertBox?

The list of customizations ConvertBox provides is endless. This system analyzes your visitors’ behaviours and uses the information to create and send highly-targeted messages to them. Creating personalized promotions for each individual has never been easier than it is on this platform. You can also achieve the following:

  • Customize eye-catching call-to-action media content for your visitors.
  • Use a 2-step call-to-action process to boost your conversions.
  • Segment and deliver quality offers and multiple choice selections to visitors.
  • Create urgency for your promotions with built-in timers.
  • Split your message with ease.
  • Lead visitors through each phase of your sales process.

You can create unlimited ConvertBox for different websites. Interestingly, there are regular updates that improve performance and deliver outstanding results on your campaign. Upgrading to the pro version removes the limitation of 500,000 views per month.

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How Do I Get Started With ConvertBox?

Creating an account with ConvertBox comes with an easy and straightforward process. Within a few minutes, you will have your account up and running. Here are some steps to guide you:

  • Link your domain to ConvertBox.
  • Connect ConvertBox to your website using the JS Code or Plugin.
  • Add integrations, like your email service provider.
  • Build a campaign.
  • Create a ConvertBox.

Having set up your account, you can engage more people in your campaigns by creating relevant products or lead magnets, thereby increasing purchases, likes, and subscriptions. ConvertBox is great for upsell offers, cart abandonment, and related media contents.

Email List Providers That Are Compatible With ConvertBox

Perhaps, you are wondering if ConvertBox with your email list provider. Kindly check out the following compatible providers and if yours is not on the list, you can use custom HTML to link this software with your provider.

  • Hubspot
  • Mailchimp
  • GetResponse
  • ConvertKit
  • Aweber
  • ActiveCampaign
  • Ontraport
  • MailerLite
  • Drip
  • Demio
  • Infusionsoft
  • Klaviyo
  • Moosend
  • SendinBlue
  • Gist

ConvertBox works perfectly with Google Analytics which makes it easy to forward key metrics to the Google Analytics reports.

Manage Your Website With Additional Cool Features

A lot of efforts have been put into the new ConvertBox update, as you can now experience some amazing, functional features with this software on your website.

  • New User-Interface Settings

The latest ConvertBox update comes with a fresh UI design that gives users an intuitive experience. Its user-friendly interface and drag-and-drop features make it easy to promote campaigns.

  • Exclude Specific URLs

This feature enables users to remove relevant web pages from ConvertBoxes and can be found under “Sites” in the account settings. Add URLs you do not want ConvertBox to display in the modal, including thank you pages. With this option, you no longer have to exclude the sites anytime you create a new ConvertBox.

  • Edit Account Domains

ConvertBox has the new “Edit” category for your site list; this means that you can make changes to any domain name on the list.

  • Inherit Font Family From Your Website

You can use your website font family on ConvertBox - thanks to the “Inherit from website” option that comes with the new update. Over time, more interesting features will be made available to users.