ConvertBox Review – How To Send Personalized On-site Messages In Real Time

Don't buy Convertbox without reading this review. Learn how this software can help you grow your email list fast in 2020!

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A Convertbox Case Study – Powerful Results from Email Marketing

If you're thinking of buying Convertbox, there's only one reason why you should even consider it: Email marketing

And here's how powerful email marketing can be: a screenshot of the results from one of the client's that we've worked with…

Disclaimer: These results are not typical (read full disclaimer here).

If you're not yet doing any type of email marketing, building an email list and building a relationship with your subscribers, then you're definitely missing out.

Just look at these results from email marketing from other bloggers and entrepreneurs:

Are you showing the same Popup to all your website 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

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.

FAQ about Convertbox

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…

What are the unique features of Convertbox?

​Probably the biggest benefit 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 opt-in allows you to create up to 4 buttons that could go to different opt-in forms. Then these opt-in forms can contain the triggers to create tags for different segments.

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

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.

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

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 and 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 DripActivecampaign 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 most important TIP for marketing automation and 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. ​

Convertbox is great for…

​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.

Segmentation before email signup

Some examples on how I use it

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


Exit 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.

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.

Targeting options inside Convertbox


Convertbox Examples

Call out Modal



Full Screen Modals

Convertbox Alternatives

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.

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.

Bonus #1 Convertbox Quick Start Support

Bonus #2 Personalization and Email Marketing Automation Training Videos

Bonus #3 Personal Email Templates

This is my personal and exclusive templates whenever I'm launching a new setup or campaign with ​Convertbox.

Follow the steps below to grab these bonuses

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