ConvertBox Review: How To Turn Visitors into Leads and Segment Your Users for Better Engagement

ConvertBox is a cool tool that collects email addresses from visitors on your website (or blogs, if you run those as well) with the ability to help you segment your users. It does this by collecting their email address and name at the end of an engaging video autoresponder.

callout hero - ConvertBox

This tool can be used for capturing new customers and also for re-engaging your current customers with automated email collection and broadcasting (such as newsletters and announcement emails).

ConvertBox is highly customizable. You have the ability to customize it to fit your website’s color scheme, target visitors based on criteria such as geographic location, past activity on your site, etc.

The great thing about this tool is that it’s incredibly easy to set up – just install a few lines of code on your website, enter your account details,

What is ConvertBox?

ConvertBox is an automated on-site email collection tool. Its purpose is to increase leads and sales through the targeted engagement of your visitors. But its flexible, highly customizable features make it work for almost any website–whether you’re gathering leads or not.

Why Use ConvertBox?

Want your site visitors to “opt-in” to your email list?

ConvertBox is an easy to use, completely automated server-side way to collect email addresses from your site visitors. Unlike other WordPress plugins that simply add a form, the ConvertBox plugin creates anchor links within existing content to make it look like part of your content. It’s very similar to the opt-in “tool” (?) which you see on almost every blog and website looking for subscribers. But since this is done server-side, there’s no need for visual space on your own website – ConvertBox collects those email addresses and adds them into

About ConvertBox

Convert Box Segmentation
Convert Box Segmentation

Its purpose is to increase leads and sales through the targeted engagement of your visitors. The way this works, primarily, is by automatically populating an opt-in form with each visitor’s name and email. If they don’t want to subscribe to your newsletter or download your free report or whitepaper, they can just hit the “back” button on their browser to remove the form.

The other way it does that is by collecting whatever information you put into the form fields. Each field has its own processing rules, which are set either globally or individually for each field. For example, you might have a field that says “Name” but only want it filled in if the visitor starts typing something there. You might have a field that says “Website” and want it filled in only if they enter a full website address instead of just their name.

By using these rules, you can easily create an opt-in form that meets your expectations for quality of leads or sales or both.


The need of engagement is in itself a proof of how your business/website is in the game. But not every visitor is the same and thus you cannot engage with all in the same manner. You need to understand why they are visiting your website and then engage with them in that manner only.

You can categorize your visitors into three broad categories:

  1. Visitors who are there to know more about your business, products, services etc.
  2. Visitors who are there to evaluate whether they should trust you or not before taking any decision on whether to do business with you or not.
  3. Visitors who have already made up their mind about doing business with you, but want to check out the prices, offers, quality of service etc. before making a final decision.

You need to focus on the right engagement strategy for each group separately since they all have different needs and expectations from your website/business. Once you get this right, your conversion rate will increase dramatically.


ConvertBox is made for marketers / blog/ site owners that want to capture the right data from their website users. By using form fields or by using one of the integrations you can collect lead data with ConvertBox. The integration with Google Analytics is also very useful for you to see what kind of leads ConvertBox has captured.

Then you will be able to send these leads to your marketing automation tool (e.g., Marketo, Hubspot, Infusionsoft, Pardot, Eloqua…). You can manage these leads in your marketing automation tool and send these leads later on directly to your sales team if they are ready to buy.


convert box
Convert Box

ConvertBox is designed to help you gather data on various metrics and give you a complete breakup, this will help you determine the goal and needs of your audience and help you fulfil them by making relevant offers. With ConvertBox you can easily gather quality data on user behaviour that can be used to improve customer experience and create valuable insights for your business through segmentation.

ConvertBox’s segmentation feature helps you to reach different segment of your audience. You can easily segment the entire list based on the attributes. This will help you send right message at right time to the right audience.


Convert Box is the perfect tool for online businesses who want to increase engagement and drive more sales. It’s easy to use, powerful, and most importantly, it’s effective. With Convert Box, you can create personalised offers, lead capture forms, and segmentation funnels that will help you convert more visitors into customers. And if that wasn’t enough, Convert Box also integrates with some of the most popular marketing tools out there so you can boost your sales even further. So what are you waiting for? Get started today and see the results for yourself! And with a combination of a wordpress site and ThriveCart, you will have a very powerful marketing system at hand.

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