Official Website : Convertbox
Reviewer : Ryan Cruz
CEO : Dean Saunders
Launched : 2018
Benefits : Personalization and Automation
Pricing : LIFETIME (one time payment)
Reviews: 9.2 out of 10 stars


​User Friendly



PROS : If you want to be able to create personalized messages to different segments of users on your website, then this is the TOOL that you are looking for. Don't want to send the same promotion to your first time visitors? This tool can do that. Do you want to show a specific POPUP or MESSAGE only to those who have been tagged as "LEADS" on your website? Yes, it can do that as well. And because it's just ONE TIME PAYMENT (for now at least), you won't need to pay monthly and break the bank just to be able to send targeted messages like a PRO!

CONS :  The initial release of CONVERTBOX was very limited to it's design capabilities. That's now SOLVED. Yehey! You can now start designing beautiful optin forms, popups, welcome pages, sticky bars and more without hiring expensive designers. The only CONS that I can think of is that the ONE TIME PAYMENT option is going away soon. So jump in, before Convertbox transitions to MONTHLY/ANNUAL plans. Click the BIG RED BUTTON below to secure your spot before you miss out!

Disclosure: I'm an affiliate and real user of Convertbox. I only recommend products that I've tested, used and found to be great and useful. If you have any questions, please contact me here.

Are you still showing the same "Popup" or "Optin" form to ALL your visitors?

Most probably yes.

It's because the VAST MAJORITY of Lead Boxes and "Popups" out there are mostly designed to do ONE THING...

That is to capture an EMAIL address so that you could "FOLLOW UP" with that same person over and over again until they become a LEAD or CUSTOMER or UNSUBSCRIBE from your email list.

But what do you do if...

  • The same visitor saw the same popup and optin page after a few days of just signing up...
  • You just OFFERED a 15% discount to a NEW customer who has just bought your product...
  • You've been showing and sharing "beginner" content to "advanced" readers...
  • An exit-popup is NOT CONVERTING WELL and just annoying your first time website visitors as well as your most loyal readers...

This is probably more common than you think.

EMAIL Popups and Optin Forms are mostly considered "annoying and obtrusive" that some brands are avoiding it's use because of the possibility of negative reactions from readers...

Yet there is no denying that IT WORKS! Just check out this post from SUMO (over 2 billion popups served)

By simply having a POPUP on your website and blog posts, this "annoying" POPUPA can dramatically increase the conversion rates of people becoming a subscriber on your website. 

Ok, if you're convinced that you need a POPUP or OPTIN WIDGETS to get more email subscribers and leads, fortunately there is a solution to this dilemma of "annoying" popups...


What is personalization? For me, it's this: Understanding who and what you're reader wants and personalizing the experience, journey and solution specifically to what they want.  

Imagine this...

A new website visitor started reading your content and subscribed to become a newsletter subscriber. 

After a week, they came back to your website via GOOGLE or FACEBOOK.

But this time, instead of showing a GENERIC Popup to them, you personalized it with their NAME and call them out specifically. 

Would that catch their attention more than with a GENERIC popup?

You bet it would! That's the power of PERSONALIZATION.

What is Marketing Automation?

For me it's this. It's a sequence of TRIGGER > ACTION > OUTCOME that a person goes through on your website. Kinda like a SALES FUNNEL, but much more powerful.

For example, one of the best "Marketing automation sequences" that you should always use is called an "Abandonment automation".

Whether it's an abandonment on their way to checkout or an abandonment to becoming a lead subscriber, you should always send this Automation.

How do you do this in just 3 steps:

1. Setup the Trigger - This is what initiates the marketing automation
2. Start the Action - This is what happens next after the 'trigger' happens
3. Determine Outcome - What the end result of taking action was

Here's an example marketing automation for "abandonment"

1. Trigger - they abandoned the last "desired action" - Ex. They didn't complete the purchase when checking out.

2. Action - Send a follow-up message after 1 hour to try and recapture the lost sale.

3. Outcome - Did they buy or not buy?

I recommend that you setup your "Marketing automation" sequences backwards.

Start with the END goal in mind. 

If you want to get more people to buy your products, what would be the "sequences" that needs to happen before they can do that.

For most people it's this process...

Purchase: They've hit the BUY button and their payment have been processed
Initiate Checkout: They've entered their contact info, started the checkout process, but didn't HIT the buy button just yet...
Add to Cart: They've chosen the product they wanted to buy
Page View or Product View: They've viewed the product you are selling but haven't added it yet to their cart or have not yet started the buying process

So here's how you can IMPROVE the customer experience in each step of this process.

Purchase: Personalize and welcome your NEW buyers when they visit your website back. And most importantly, you can showcase a different message to them like inviting them to join your group or UPSELLING them one of your products or services.

Initiate Checkout: If you've noticed that a person didn't complete their checkout, you can personalize your popup message to contain a "WIN BACK" code that offers an incentive for people to "Complete" their checkout.

Add to Cart: One of the ways to help more people add an item to their cart is by helping them decide which product is best or them. Show a popup that contains your best selling items so that it would help people decide which product to purchase.

Page view or Product view: There are many popups or messages that you can show to people at this stage. You can show them case study videos or testimonials about why the product is great. You can also show an "Exit Intent" popup that will capture some of people who are leaving off your website. 

As you can see the possibilities are ENDLESS.

For example, in this site TRAFFICSALAD, I use a SEGMENTATION popup to direct people where to GO NEXT based on what they are looking for...

You might be wondering if there's a NINJA coding stuff that I do to implement this stuff.

Yes, there are advance POPUP scripting ways to do this, but there's a better way...

... without fiddling lines of code...
... without hiring expensive designers...
... without the tech and information overwhelm...

Introducing CONVERTBOX (click here to learn more), your ultimate solution to personalizing messages across your websites.

Interested in Convertbox? Don't miss out. Price is going up soon!

Currently, it's has a ONE-TIME payment option. No monthly fees. No limitations. Future updates Free

What is Convertbox?

​Convertbox is an on-site personalization and messaging tool that can show targeted messages based on visitor behavior and actions they've taken on your website.

As i've mentioned above... you need to start treating your email subscribers differently. And you can start doing that by segmenting them properly...

​Why segment your email subscribers?

​Because it allows you to send more RELEVANT and HIGHLY TARGETED messages to your ideal customers at the right time and moment...

​Let that sink in for a moment...

Imagine going to a website, loving the content that they provided and so you subscribed to their newsletter to receive their lead magnet...

When you went back to their website for another piece of valuable content, you're shown an offer that's ​RELEVANT.

This offer is personalized only for YOU...

​Because it's highly RELEVANT to your ideal prospect, they'll engage and respond a lot better.

This will also prevent you from sending marketing messages when people are NOT READY to buy from you.

For example, if they haven't visited your sales page or cart page, then that can be an indicator that they are not yet ready to be sold yet.

What you do instead is to provide them with content that moves them down your funnel first.

I recommend that you WATCH my video, the 5 stages of awareness, coined by Copywriting legend, Eugene Schwartz. In this video, you'll discover how to communicate with your audience at the right stage of awareness.

Makes sense right?

And now you can do that without hiring expensive developers, tech overwhelm and most importantly information overwhelm.

Sounds too good to be true?

​But it is true.

In fact, there are other tools out there that are already doing this type of personalization and email marketing automation (I'll share the alternatives later).

Struggling with Personalization & Marketing Automation?


If you're still here, you are still interested in Personalization and Marketing Automation... (and you should be)

Now before you SKIP this part and think that it's TOO difficult to implement...

Well, it used to, but not anymore...

If you've tried it before, I know that...

Most personalization tools are either too expensive or too complicated to use.

Unless, you have a PhD in marketing automation or a nerd in personalization, you'll probably be pulling your hairs just to get everything to work properly.

But isn't my email, personalized already?

Most tag-based email marketing platforms like Drip, Activecampaign and Convertkit (SEVA) already are...

But it's only on the EMAIL side. 

Personalization and Marketing automation are usually APPLICABLE ONLY inside your email. 

What if people are not opening your emails but they are coming back to your website through a different channel like social media or referral traffic?

And recent stats shows that the best email campaigns have a max open rates of only 27.5%! What happens to the 70% who doesn't open? They'll never see your message!

That's where CONVERTBOX comes in...

Convertbox can show personalized messages based on tags and advanced behavioral triggers like if a user visits a particular URL on your website.

Does this sound too confusing?

Don't worry, I'm about to show you a few examples below on how I'm using it on my websites.

How I found out about Convertbox...

​Quite honestly, I wasn't thinking of using any type of Personalization and Marketing Automation tool ​before on my website.

​I've tried it before using tools like Rightmessage and Unless, but the setup was too time consuming and confusing.

So I had an alternative(more like a hack) on how I segment and personalize content on my site and my client's websites...

I was basically duplicating landing pages and sales funnels then modifying it based on where they are in their current buying cycles.

Then I received an email from the ThriveCart Team (I'm a user of ThriveCart since 2015 - a shopping and cart processor for digital products) and I was curious about Convertbox.

I watched the video and thought to myself, this tool is just what I'm looking for.

I purchased it right there and even upgraded to the Agency license.

This looks really easy to use and because I was really wanting to start segmenting my readers so that I could create a more relevant and useful experience to my email subscribers.

​Right now, Convertbox has a LIFETIME offer, whereas most competitors are charging between $97/month for a similar feature.

This article is where I'd like to share my journey on how I'm using it and why this might be something that you'll want to consider if you are looking into segmentation, personalization and marketing automation for your ​business.

My Top Tip When Using Convertbox...

​I've been using it for a couple of weeks already and I'd like to share with you that some of the top tips on how to use it for website personalization:

​The most important tip that I could share is to start segmenting your users before they even provide their email address. With Convertbox, you can create multiple buttons ​that can create different segments. ​

I've realized that Convertbox is best for... (my epiphany)

​Creating hyper-targeted messages to your ideal customers and website visitors at the right moment.

Here's just one of the examples targeted message you can create with Convertbox:

1. Cart Abandonment - If a person doesn't immediately complete their checkout, you can show a popup for a discount code or other incentive to complete their purchase.

This cart abandonment will only show to those are cart abandoners.

2. Upsell Offer - If a person has recently become a customer on your website, you can create an upsell offer with a built-in timer to create a sense of urgency.

3. Related Content or Videos - Another great way to showcase your expertise and authority is to provide relevant content or video based on what they have recently consumed. So if they have just visited your article, you can show them a related video on your website about a similar topic.

Here are some examples of how i'm using Convertbox on my website

1. Segmentation of NEW website visitors

This is a superpowerful feature to start 'pixeling' your new subscribers based on what content they want. Here's an example on this site:

2. Exit-intent Popups

Use this popup strategy to try and capture website visitors that are trying to leave your website. It's called an "Exit-intent" popup because it shows ONLY when people aree trying to close the browser or leave the window.

Exit Intent Popups - Convertbox

3. Time-based Popups

This is one of the most common types of popups used today. It shows after a person stays on your website for a couple of seconds. I usually time it at around 6-15 secs upon landing on the website. You can create several popups like this that shows on separate pages or URLS.

What are the features and benefits of Convertbox that are unique?

​Probably the biggest benefits of using Convertbox compared with other email list building tools like Thrive Leads, Optin Monster, Sumo, is that it allows for advanced behavior personalization.

The 2-step optin allows you to create up to 4 buttons that could go to different optin forms. Then this optin forms can contain the triggers to create tags for different segments.

​Also, you can trigger and show different "Convertboxes" based on the user behavior.

Here's the list of TARGETS for showing your Convertboxes.

Interested in Convertbox? Don't miss out. Price is going up soon!

Currently, it's has a ONE-TIME payment option. No monthly fees. No limitations. Future updates Free

How To Use Convertbox to Grow Your Business 

​With Convertbox, you can create a more personalized user experience for building your email list.

By offering a more relevant leadmagnet or product, you can get more people to engage your campaigns (more clicks, subscribes, and purchase).

And you'll do this with the same amount of traffic.

No more sending "generic" messages to all of your subscribers.

What are the closest alternatives to Convertbox?

I've looked into the closest alternative of Convertbox and right now it's Rightmessage and Convertflow.

It's somewhat similar, but Rightmessage does edit the entire website and not just the optin forms.

​So, that's the closest alternative to it.

What I liked about Convertbox

I loved that Convertbox is very easy to use.

​Start by adding your website to the list of domains that Convertbox should be installed to.

After adding your domain name, you need to install the code or use the WordPress Plugin and connect it via API.

Either methods would both work. Note, that if you try to do both, your popups might show twice.

Then add your integrations like Mailchimp, Convertkit, Drip, etc

And start creating a Campaign then a Convertbox within that campaign.

Creating your forms are very easy. Just choose the element you want and edit it.

This simplicity of editing your Convertbox is also what I didn't liked about it.

What I didn't liked about it

As I've mentioned, what I didn't like about Convertbox is it's limited design capabilities. You can't even move the elements into different positions.

You NOW have tons of design capabilities built-in with CONVERTBOX. And there's also tons of gorgeous templates that you can use to immediately jumpstart your campaigns.

Aside from that, I love the simplicity of this tool so being able to customize it is a nice bonus, but not a deal breaker for me.

How to get started with Convertbox

​It is very easy to start using this tool. Once you've created your account, just follow these simple steps.

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

My Exclusive Convertbox Bonuses

​Because I've used and tested ​Convertbox I know that it's a great ​marketing tool, but it's definitely lacking information about strategies and best practices on how to use it.

That's what I'd like to offer you if you decide to get ​Convertbox via my affiliate links. It won't cost you extra, but I'll earn a small commission if you decide to purchase later.

In exchange, I'd like to give you this ​Convertbox Survival Kit and Guide.

This is my personal and exclusive checklist whenever I'm launching a new setup or campaign with ​Convertbox. Follow the steps below to get started.

​How To Claim Your Bonuses for ​Convertbox

Interested in Convertbox? Don't miss out. Price is going up soon!

Currently, it's has a ONE-TIME payment option. No monthly fees. No limitations. Future updates Free

Ryan Cruz has been featured and mentioned in the following brand websites
About Me
About Me

Hi, my name is Ryan Cruz and I help people deal with tech-overwhelm and information overload so that they could focus on what really matters to build, optimize, grow and scale their online business.

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