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 now with their new inline/embedded forms I’m actively in the process of changing all non-plain forms on my site to ConvertBox.

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, 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 ‘main’ 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 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 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. An overlay on someone else’s page to link them to my content on the topic.

Update June 2020: This feature has been removed from new forms.

Use case: I’m showing a popup link to my review of Mariah Coz’s Accelerator program on her sales page.

What happens when they click? They’re redirected to my review post, and, if ConvertBox knows who they are, tagged as interested in Mariah Coz/Accelerator in my ConvertKit.

👉 Click here to see it in action!

 

6. Limited Time Discount

Use case: The very first time someone hits my Anti-Planning Workshop sales page they’re offered a discount for 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!)

 

7. Special offer for return visitors to a sales page

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

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

 

8. Showing a discount coupon to existing customers/clients

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

What happens when they click? Nothing for them to click, I’m just reminding 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 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.

👉 Click here to see it in action! (Probably… if you’ve clicked it before you might not see it…)

 

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:

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. 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!

Do let me know in the comments if you’re inspired to try out one of the uses above, or if you’re going to take the plunge and buy ConvertBox!