How to use ConvertBox for a multi step optin

by Dave | convertbox

Okay, so we’re going to talk about ConvertBox on or no, I called it tweak because I want to make a slight change to what it can do.

ConvertBox has some great capabilities as far as I can tell, um, I think it’s got upside potential. In other words, it’s not really doing everything that it can and the example here is you can do a two step opt in. So for instance at the top you can like ask a question are you man or what?

And then you can put them on an email list and then down below I show another example ask them a question ask them another question you can send them off to a wink however, you can’t really do all that in one fell swoop I think I hope they’re going to get there where you can ask as many questions as you want and have as many answers as you want. But right now it’s not possible so we’re going to glue it together and I’m just going to show you how to do that so I’m going to log in the ConvertBox where are you right here and yes, this account is less than a week old so I’m kind of get my head wrapped around it. If you do sign up. First thing you’ll do is create the account you will add a domain and the settings you’re going to want to do our get the embed code I’m not going to show that one simply just a snippet of characters and if you have WordPress go into WordPress on your site and download.

They’re ConvertBox plugin pasted in. You’re done. Otherwise, you have to install some JavaScript on all pages. I guess the great thing is, once you do that, it’s a one time deal. So anything you do inside ConvertBox goes live immediate.

So you’re going to need to embed code settings. Two things are basically sites just keep adding sites. You don’t have to do HTTP or anything like that. Notice I’m using the thrive carts sub domain so you can put this on thrive cart. The other thing is integrations, there they are right there you can do Zapier down here or your own custom HTML. I’m just using Active Campaign. I guess the one thing I really like is I can do multiple accounts, I ended up buying agency version so if I get a wild hair and decide I want to share this or sell this capability to other people, I can easily add them in there. And if you’ve ever done added accounts, it’s pretty darn simple. Come up with a name, find the API URL and key paste it in and you’re good to go and that’s it setups done at that point nothing really else to do as far as I can tell, um. Then you’re going to want to create a campaign first then it convert bar box that goes inside that campaign. So I got really creative created one called go ww go that’s a campaign and then I’ve got three ConvertBoxes inside of there. So I’m just going to instead of creating a new one, I’ll just show you what it looks like. Gosh, it’s super easy. There it is. There’s a name you can set goals for what I’m showing I’m not worried about that so much. I’m not even going to show you that so that’s a campaign and then inside I’ve got a number of ConvertBoxes.

So let me show you the first one and this one has the Are you a man or woman question followed by the autoresponder and if I look at the preview it’s only going to show me the first step it’s not going to show the two step, which is a little unfortunate, no big deal. But basically after that, depending on their answer, they’re going to get sent to a page that will display either the man or the woman ConvertBox. And this is a full page takeover. And then I want to know for instance, age in weight, but let’s go in here. And let me show you if I was to create one, this is what I would do come in name, sign a campaign to it, check or select one of these options. The bar can be top or bottom sliding can be one of four corners, the center modal or the full page here’s where probably you do the most work is on the customer customization page. And one thing you notice is you can basically turn on and off options you don’t have a lot nor do you have a lot of control over font or anything like that. I suspect that’s forthcoming but not out for what I’m doing and this one I’m simply going to have a headline which right here and notice as soon as I click on it, I can now edit it. But also I toggle over to the element options and I can change in this case text color. And that’s it. I go back here I’m back to the front. The only other thing I’ve done is buttons and one thing to comment if I do a button I can’t do an opt in form and also if I do an image can’t do a video so just You’ll figure that out if you haven’t already so I’ve done the button and if I click on it notice the plus sign that’s how I can add another box and I can only add three unfortunately in my opinion, I’d love to have more what you also noticed is over here What am I going to do next I can go to a web page I can open a second step working simply close it I’m going to the second step that I’ve got I’m interested in so if I do that I’m going to click here and came up with a killer headline took me forever to figure this one out.

I think it’s going to winner Thank you then the autoresponder and here’s what at first I took me forever to figure out is set this up ran it’s like why isn’t it working well not you don’t just click on the actually have to come over here and click on autoresponder actions and again I’ve already hooked up after campaign picking one of my accounts What do you want to do add remove to a list automation tag or even create a new tag and normally I would put somebody in automation and being lazy for demonstration purposes and simply putting them on a list and you can do multiple things my opinion is you really just want to do one thing and then let your email provider do the heavy lifting to do the all the other stuff but that’s my personal preference so I can go back to step one and if you’re curious and not surprised the exact same thing happens for if somebody selects a woman and I actually forgot to show you one tiny thing with the auto response.

I’m after they subscribe and this is kind of important to accomplish what I was looking to do I want to redirect to URL I don’t want to do a thank you message. And if you look at this link and you’re going to you’ll see it coming up in a little bit there’s a question mark gender equals woman at the end. And of course for the man there’s gender equals man so this is the thank you page I’m sending them to and I’ve got a question mark gender equals woman tagged at the end. So keep that one in the back of your mind. It’s kind of an important thing for this to work the way I wanted to I’m going to go to display I could just click Next to get there.

In this is a demonstration so you know, this is going to keep popping up over and over if I visit that page. And I’m doing that because if I don’t, you know, cookies are going to block me it’s going to confuse the heck out of me. So for this demonstration, I’m just leaving it to show as much as I can. The one thing I think it’s important now.

Is to spell out a URL that you want it to go to. And notice, I don’t have the question mark at the end gender equals woman or anything like that. It’s just a straight URL. When I first tried this, I said, Oh, you know, if it has a certain word in it, I’m going to do that. Um,

actually, I was doing like, sorry, gender equals woman that doesn’t work. That’s part of the query string, not exactly part of the URL. That was kind of a subtlety I figured out so I just simply put in Where do I wanted to show regardless of what’s on the query string.

And then last is targeting normally I’d be a little more selective and pick targeting but again, I’m just I want to make sure this works. So when I do a demonstration doesn’t screw up for me, and you’ll see that on the next one. So that’s the initial question one, Are you a man or woman and then the second thing is, it puts you on an autoresponder.

And let’s go back.  Yeah, okay so I’ve said so we saw the first one of three.  Now depending on if the answer man or woman they’re going to go into one of these two so I’ll just show you one because the other ones identical except for the gender.

Um, so the setup nothing fancy, this one’s going to be a full page takeover. We’re going to go to customization it kind of looks the same right? Other than I’m using I’m using a headline and using the sub headline to ask question I’ve also got buttons in here now I’m going to click on this button and like the last one he goes to a second step and guess what? There’s another question. It’s another buttons However, this is a little bit different.

So if I click on this button and instead of going to another step, the second step which is no longer an option here it’s only a two step I would love to have multi step I am going to URL Now watch this guy. This one gets super ugly and messy because there’s the thank you page but look at this I got gender equals man I’ve got a whole bunch of other stuff at the end. Now I want this not to be a headache for you. So I’ve got something that will help this so that you don’t have to come up with all this stuff right here. The beat the Big E is I’ve got this little all equals a one B one see if I go here slightly different I go to the end it’s a one be one seat to even want to guess the last one.

Don’t even waste your breath. I will show it to you. Oops. I can do that one wrong oh I did a thing I checked but anyways so I’m there it is. And let’s just gosh I’m I’m feeling kind of nervous. I’m going to go back to there’s 50. I’m going to go and just check out that Second Step. Make sure it looks right. So let’s, let’s do more than 30 pounds. Let’s look at the name a one. So a one’s a man be three, C three. Okay, so I did something right there.

Okay, so next is display. Again, I’m doing exact URL. This is a different page note it’s on there. I could have, you know, whatever. But I definitely don’t want to have the query string there. And because I’m allowing this to show an unlimited number of times when I show you a demo, it’s going to just keep popping up and annoy you. However, I would normally set this to like once a day type thing or really it should just be once because they’re just signing up but I’m going to leave it on unlimited for now and then targeting little bit more specific. So I did say targeting and I did set up a rule that says if you have gender equals man and for the URL string contains that’s the stuff after the question mark it’s not part of the URL per se it’s that stuff after and some of the options are basically number of visits visitors location device mobile whatever which page has been visited have they seem to ConvertBox and then I the one we just did where they came from and then good old autoresponder activity which I think is kind of a winner, but I’m not using it in this case.

So I could do something like this. I could say, are they on this list? Are they do they do they or do they not have this tag? So there’s definitely some upside potential there, especially if you send your visitors to a page that has a ConvertBox on it. So okay, now probably the big the big thing here is how do I come up with all these URLs?

That’s where is it.

And that’s where this guy comes into play. And I’ll share a link to this, you can side if it’s something you’ll find worthwhile or not. And it kind of, I’ll be honest, kind of looks like a mess, but it does kind of saved my bacon for making mistakes. I’d rather spend the time building this and then have it generate all the proper links don’t screw it up. Um, but what it does is you give it the thank you page that someone’s going to go to you provide your questions and you actually don’t even have to list them. But you definitely have to list all the answers to the question. So here’s the first question Are you a man or woman you can have up to three answers. I’m just going with man or woman I know we could throw something else in there. But you know, how old are you three answers again, I would love to have more answers possible and then how much weight to one so you feel that out? You feel this out and then also these variables. So for question one.

Are you a man or woman?

I’m going to call the variable gender doesn’t matter really what you call it, but to me, that makes sense. How old are you? That’s age, how much weight Do you want to lose, that’s going to be weight. And then it goes off and builds all these links.

So for instance, if I change this to, let’s just say, kid, notice, it puts the word kid in there. So all these links are being built. I’ve already thought out, you know, the logic how I want the links to be, and these are going to be all those thank you page URLs, because there’s you can have three sets of questions, three answers, that’s 27 possibilities. But in this case, because the man or woman only has two questions, I basically have 18 so these 18 links right here, go to all the options that I showed you back here.

So in this case, I think we’re at a man over 50 wants to lose 30 pounds and that’s a one B three c three,  a one d3. See it’s right here this line right here. So yes that’s a man over 50 wants to lose more than 30 pounds so that’s one part second part is content hopefully I mentioned I don’t think I did mention I’m using WordPress plugin URL programs to display content conditionally and I’ll show that to you in just a second here but this is all the code that gets generated so I would copy all of this stuff right here in these blocks pasted into WordPress and then where it’s got content for man over 50, I would put in the content I want to display so why don’t we go into WordPress now and show you what I mean here.

Here’s the thank you page that I’ve specified. I put this in as a way to show that I’m on the right track.

Page, it’s basically using URL parameters, for instance, at age is in there than they were, then you want to print this sense which says for a person or whatever gender for a man or woman less than 30 years old who wants to lose 10 to 30 pounds. So it’s going to keep changing based on the results. And then here is all that the code that I pasted are copied from here. So let me just copy it to show it to and it goes right there. So these are all the different options so if somebody shows up who’s a man under 30, less than 10 wants to lose less than 10 pounds I’m going to put something in here and replace it that’s a placeholder to remove and then put in the appropriate content. This is up here just to kind of show me that I’m doing things right now. I actually wanted to be like this without any line breaks and the reason is this this plugin will put in extra white space which I don’t want so that’s why I use for instance this link right here go to this site maybe and just paste that bad boy in there remove line breaks and then copy back and paste that into your WordPress site so let’s do moment of truth and actually test this out so we are going to go to, whoops too many!

ConvertBox and this is one beautiful design. Hopefully there’s going to be a pop up man or woman shortly I hope there is let’s start with man now it’s two women see what happens. Okay, I’m going to say the wedding costs

Female dot com and I’m going to be inside by Active Campaign account I’m not even going to look at that for now so now I’m getting redirected to the thank you page I’ve got gender equals woman and there’s the takeover screen notice it says gender equals woman I’m going to let’s say I want to be under 30 Today I only need to lose 10 pounds so it’s going to pop up again I think unfortunately but remember earlier I said I just want to work so I’m not going to Okay that’s it so I’ve got man so there we go Dave botched it up good time you know what I need to do this in incognito mode so let me show you that just so I can prove that I know what I’m doing to what was it ConvertBox yeah nothing and wish ConvertBox had a way to clear clear cookies reset it.

So when I’m testing a would work properly let’s do maybe I screwed up the logic I hope got the gender equals woman there let’s do under 30 less than 10 pounds alright so there it is it says gender equals woman this time so that was kind of a cookie issue if I’m not mistaken so for a woman under 30 years old who wants to lose less than 10 pounds and then I would have content here that would be appropriate so you guys 20 minutes on the dot i think i’m done unless there are some specific questions but um hopefully that gives you some ideas of what ConvertBox can do. I didn’t spend a lot of time going through all the gory details. I’m sure you guys know how to click through and figure it out on your own. But there’s definitely I think some upside hopefully you will enhance their capabilities but holy crap, this is a godsend to me. So that’s it.