There may be affiliate links in this post which means I may receive a commission if you purchase something through a link. However, please be assured that I only recommend products I have personally used and love!


I finally bought ConvertBox towards the end of 2019.

The more I explore it, and the more features they release, the more I fall in love. 😍

People always ask me if I'd recommend ConvertBox, and for examples of how I use it, so that's what this ConvertBox review post is all about!

Before we get into it though, I just want to reiterate that I think ConvertBox is a fantastic investment (one-off lifetime pricing!) and it's also ridiculously easy to use. Seriously, I've worked with loads of form builders, and this is hands-down the easiest and most powerful!

And once they introduced inline/embedded forms – oof. This is a long term love affair 😍

You heard the right, the Queen of ConvertKit is smitten with ConvertBox.

(Important note: ConvertKit and ConvertBox are entirely unrelated. ConvertBox integrates with a huge range of systems).

Okay, so let's get to it. 11 ways I use ConvertBox:

 

1. Regular popup form

Use case: This is a popup form for one of my ‘main' freebies, The Magical High-Value, Low Effort 1:1 Offer. When I have it turned on, it's showing on most pages on my site, except for a select few that I've excluded in the form settings in ConvertBox. It also only shows if the visitor is on a desktop.

What happens when they sign up? They're redirected to the thank you page (with a tripwire offer), subscribed to a ConvertKit form, and tagged with ‘From ConvertBox'.

 

2. A ‘choose your own adventure' form

This popup has 2 parts to it. First they see this:

And then depending on their answer, they see one of these two forms:

Use case: This is a popup form for two of my freebies, ‘How to Create and Sell Something Before You're Ready' and ‘6 Things to Sell When You Can't Be Bothered to Create Something New'. When I have it turned on, it's showing on most pages on my site, except for a select few that I've excluded in the form settings in ConvertBox. It also ‘only shows if the visitor is on a desktop.

What happens when they sign up? They're redirected to the thank you page (with a tripwire offer) and subscribed to the corresponding form in ConvertKit.

 

3. Content Upgrade popup forms

Use case: For some of my pages/posts with specific content upgrades, I use ConvertBox to popup with the form as well as show it embedded on the page.

What happens when they sign up? They're redirected to the thank you page (with a tripwire offer) and subscribed to the corresponding form in ConvertKit.

👉 Click here or here to see it in action. (Probably… it depends if you've seen them before…)

 

4. Form triggered by a click

Use case: Sometimes I want to trigger a form to popup when a link/graphic is clicked, as opposed to embedding it on the page. ConvertBox allows me to do that.

What happens when they sign up? They're redirected to the thank you page and subscribed to the corresponding form in ConvertKit.

👉 Click here to see it in action

 

5. Tracking source of a new email subscriber with a hidden field


Use case: When I'm hosting a large virtual summit or bundle where lots of my affiliates are sending traffic to the event, I'll use ConvertBox as the form so I can track in a ConvertKit field which subscribers signed up from which affiliate.

Alternatively, if I have a forms for a specific freebie in a variety of places, I'll track the url they signed up from in a ConvertKit field.

What happens when they sign up? They're redirected to the thank you page, subscribed to the corresponding form in ConvertKit and have the affiliate/sign up URL recorded in a custom field in ConvertKit.

👉 Blog post: How to track your affiliates’ leads with SamCart or ThriveCart

 

6. Limited Time Discount aka a Pop Offer®

Use case: The very first time someone hits my Anti-Planning Workshop sales page or The Tripwire Training sales page they're offered a discount for 15/20 mins.

What happens when they click? They're redirected to the regular SamCart checkout page, with the discount code already applied.

👉 Click here to see it in action! (You may not see the ConvertBox though if you've already visited that page/seen the offer!)

There is a full ‘Moon Mission' training on the Pop Offer® strategy in Silver Moon Sales®.

 

7. Special offer for return visitors to a sales page

Use case: This showed to repeat visitors to the ConvertKit Club sales page who weren't already members. They then see the limited time offer for 2 hours.

What happens when they click? They were redirected to the regular SamCart checkout page, with the discount code already applied, and if ConvertBox knew who they were, tagged ‘Clicked: CKC sales page' in ConvertKit.

 

8. Showing a discount coupon to existing customers/clients

Use case: ConvertKit Club members used to get a 15% discount on my 1:1 services. I reminded them of this on my ConvertKit Strategy/Training Calls page. This ConvertBox only showed to tagged ConvertKit Club members.

What happens when they click? Nothing for them to click, I just reminded them about the code, and what it is.

 

9. Highlighting a related offer to the current page/post

Use case: I have a blog post talking about Amanda Frances, and specifically reviewing her Money Mentality Makeover course. When she's selling her other courses/trainings, I sometimes set up a ConvertBox to pop up on that blog post so that people can be directly taken to her current offer (for which I'm also an affiliate). I add a countdown timer to the ConvertBox and it automatically stops showing when that particular launch is over!

What happens when they click? They're taken to the sales page for Amanda's current offer (which is my affiliate link), and if ConvertKit knows who they are, also tagged as being interested in money/manifesting in ConvertKit.

 

10. A/B split testing forms

In ConvertBox it's ridiculously easy to A/B split test different forms. They don't even have to be the same ‘style' of form e.g. side popup vs. info bar at the top or form vs. button:

You also then get the stats in a really easy to understand format so you can see which form is performing best.

Bonus (free!) tool: A/B Testing Significance Calculator

11. Announcement

If I need to make an announcement to everyone visiting a specific page, I can set up a ConvertBox to do that.

Use case: 1000s of people were signing up for my mega bundle, Lizzy's Christmas Party®, in 2022 and Zapier was down 😱 I used a ConvertBox to let people know there was an issue/delay.

 

12. Updating info in one place and not loads of places

Sometimes I want to show information on a variety of different pages, and be able to update that info in one central place.

Use case: I want to show information on a bunch of different places (e.g Summit Play Pass countdown or affiliate bonus). Rather than setting that up on different places, I set it up as a ConvertBox so I can update/change it in just one place.

Real/working example:

 

13. Miscellaneous ConvertBoxes

Use case: Whenever I'm promoting a specific freebie, training or paid offer, I'll nearly always create a ConvertBox for it that shows on most pages on my site. Mostly they're buttons that take them elsewhere, but sometimes I put the form right onto the ConvertBox. Here are some examples of ConvertBoxes I've successfully used:

 


I really hope this post has given you a little taste of what's possible with ConvertBox! It's up there with Chatra for me in terms of essential tech tools for online businesses!