{"id":1150,"date":"2018-06-17T14:41:41","date_gmt":"2018-06-17T21:41:41","guid":{"rendered":"http:\/\/integratepro.com\/blog\/?page_id=1150"},"modified":"2018-06-20T18:04:38","modified_gmt":"2018-06-21T01:04:38","slug":"how-to-setup-convertbox","status":"publish","type":"page","link":"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/","title":{"rendered":"How To Setup ConvertBox"},"content":{"rendered":"<p>These are step by step instructions of how to setup Dean Saunder&#8217;s <a href=\"https:\/\/integratepro.co\/convertbox\">ConvertBox<\/a>, previously known at ConvertBar.<\/p>\n<p>Not going to go into the pros and cons of ConvertBox here, will save that for another post.\u00a0 The goal is to get you up and running with ConvertBar as quickly as possible.<\/p>\n<h1>ConvertBox Setup<\/h1>\n<p>Last update: 17 June 2018<br \/>\n<iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/atEdk3s7vzo\" width=\"800\" height=\"450\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Buy ConvertBox<\/h2>\n<p>No surprise there.\u00a0 You need to buy ConvertBox.\u00a0 ConvertBox is a software as a service product that delivers on-site (WordPress or other sites) messages for visitors to help generate, segment, signup and get more customers.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1161\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>You may or may not be presented with an upsell offer to buy the Agency version.<\/p>\n<p>With the Agency version you are able to use ConvertBox on your client&#8217;s sites and charge them for that service.\u00a0 You are able to use ConvertBox with no branding on personal and client sites.\u00a0 \u00a0Perfect if you are providing online generating services.<\/p>\n<p>Keep in mind that the Agency license does NOT give you access to resell the ConvertBox platform.\u00a0 In other words, you can use ConvertBox to create, manage and track all your client&#8217;s offers and promotions &#8230; you just can&#8217;t give your clients their own access to ConvertBox.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1164\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-agency-2-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h2>Create Account<\/h2>\n<p>Once you have successfully purchases ConvertBox you will be prompted to create an account.<\/p>\n<p>It is straightforward enough.\u00a0 Provide your first and last name, email address (which can be different then the email address you used when purchasing), your website and create a password.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1162\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-create-account-4-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h2>Dashboard<\/h2>\n<p>Once registered you arrive at the clean dashboard.<\/p>\n<p>Along the top are links to the dashboard, stats and settings.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1160\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-dashboard-5-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>Start by clicking on the person icon in the upper right hand corner.\u00a0 This will allow you to connect your email autoresponder to your ConvertBox account.\u00a0 Settings &gt; Integrations.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1159\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-settings-6-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>Currently ConvertBox integrates with:<\/p>\n<ul>\n<li>GetResponse<\/li>\n<li>Mailchimp<\/li>\n<li>ActiveCampaign<\/li>\n<li>AWeber<\/li>\n<li>Infusionsoft<\/li>\n<li>ConvertKit<\/li>\n<li>Ontraport<\/li>\n<li>Drip<\/li>\n<li>ConvertFox<\/li>\n<li>MailerLite<\/li>\n<li>Webhooks (this Zapier)<\/li>\n<li>Custom HTML Form<\/li>\n<\/ul>\n<p>Choose the appropriate service and follow the instructions.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1158\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-integrations-7-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>I setup <a href=\"https:\/\/support.convertbox.com\/knowledge-base\/integrating-with-activecampaign\/\">ActiveCampaign<\/a>.<\/p>\n<p>You will need to login to your ActiveCampaign account.\u00a0 Go to Settings &gt; Developer and copy the API Access URL and Key.<\/p>\n<p>Paste those into the Integration settings in ConvertBox, provide a name (useful because you can add multiple email accounts from the same email provider).<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1157\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-activecampaign-8-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>Click Connect ActiveCampaign and you are integrated.<\/p>\n<h2>Create A Campaign<\/h2>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-1172 size-full\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/createbox-campaign-15-1-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>Back to the dashboard and click on the + Campaign button.<\/p>\n<p>Provide a Campaign name and optionally decide if your want to set a goal for this campaign.<\/p>\n<p>If you do choose yes for a goal, you have the option of either Met the goal of any ConvertBox inside this campaign or Visited a specific webpage.\u00a0 It is important that the embed code must be on the URL for it to be tracked.<\/p>\n<p>Not to worry, ConvertBox is kind enough &#8211; or smart enough to have thought about &#8211; requiring you to install the embed only <strong>once<\/strong> &#8230; even if you have multiple ConvertBoxes installed.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1166\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-campaign-16-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h2>Create A New ConvertBox<\/h2>\n<p>Click the + New ConvertBox button to get started.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1156\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-new-convertbox-9-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h3>Setup<\/h3>\n<p>Provide a name and select the campaign for this ConvertBox that you just created.<\/p>\n<p>Then select the type of ConvertBox you want to install on your site.<\/p>\n<ul>\n<li>Bar (top or bottom of the page)<\/li>\n<li>Slide-in (from top left, bottom left, top right, bottom right)<\/li>\n<li>Centre modal<\/li>\n<li>Full page<\/li>\n<\/ul>\n<p>Click the Next button at the top right to continue.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1155\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-editor-10-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h3>Customize<\/h3>\n<p>Choose the elements you want to display on the page.<\/p>\n<ul>\n<li>Profile<\/li>\n<li>Headline<\/li>\n<li>Sub headline<\/li>\n<li>Image<\/li>\n<li>Video<\/li>\n<li>Buttons<\/li>\n<li>Opt-in form<\/li>\n<li>Countdown<\/li>\n<\/ul>\n<p>Depending on the type of ConvertBox you choose, the option choices may be different.<\/p>\n<p>If you toggle the On \/ Off button, then click on the element, you will see the options available for that element.<\/p>\n<h4>Profile<\/h4>\n<p>You have the optin of uploading an image, providing a profile name and profile title.\u00a0 All are optional.<\/p>\n<h4>Headline<\/h4>\n<p>Provide the headline and optionally change the color.<\/p>\n<h4>Sub headline<\/h4>\n<p>Provide the sub headline and optionally change the color.<\/p>\n<h4>Buttons<\/h4>\n<p>You have to choose either Buttons or Opt-in form, you can&#8217;t choose both nor can you choose neither.<\/p>\n<p>You can have up to 3 buttons, just click the plus sign that appears underneath each of the first two buttons to create another button.<\/p>\n<p>Add text to the button and optionally change the color.<\/p>\n<p>The buttons options are to link to a web page, open a second step, or close the ConvertBox.\u00a0 Choosing to open a second step is a good way to do a mini quiz for segmenting your visitors.\u00a0 If you do have that second step, you can edit it by clicking the button and clicking the Edit step 2-&gt; option.\u00a0 If you are thinking you can just keep connecting another step and ask more questions &#8230; you can&#8217;t, at least not right now (though it is a feature request).\u00a0 At the second step the only options are to go to a url or close the ConvertBox.<\/p>\n<h4>Opt-in form<\/h4>\n<p>If you do choose Opt-in form instead of Buttons, be sure to click on the form element to enable the Autoresponder actions button to connect your autoresponder to this ConvertBox.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1169\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-autoresponder-16-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>This will pop open a modal window allowing you to select a service provider and what action you want to perform when the visitor subscribes.<\/p>\n<p>In the case of ActiveCampaign, you can:<\/p>\n<ul>\n<li>Add to list<\/li>\n<li>Remove from list<\/li>\n<li>Add to automation<\/li>\n<li>Remove from automation<\/li>\n<li>Add existing tag<\/li>\n<li>Remove existing tag<\/li>\n<li>Add new tag<\/li>\n<\/ul>\n<p>You have the option to add multiple actions.<\/p>\n<p>My advice, only add your contacts to <strong>one<\/strong> action.\u00a0 Make that action be <strong>add to automation<\/strong>.\u00a0 There is no reason to make ConvertBox do the heavy lifting of adding a tag, removing a tag, unsubscribing from one list and putting them into another list.<\/p>\n<p>Let the email service do the heavy lifting and only have ConvertBox do one thing.<\/p>\n<h4>Countdown<\/h4>\n<p>Countdown timer has two options: start timer if visitor views ConvertBox or End timer on a specific date.<\/p>\n<p>Here is an idea, have the countdown timer start via webhook &#8230; this could be an alternative versus of Deadline Funnel.\u00a0 Just a thought \ud83d\ude42<\/p>\n<p>If you choose to start timer if a visitor views ConvertBox, then you have the option of setting the length of the countdown timer in day, hours, minutes.\u00a0 You decide what happens when the countdown timer ends: Stop showing ConverBox to visitor, Restart countdown on the next visit, Redirect page to another URL.\u00a0 You have full control over the color of the countdown timer and you can even customize the labels for days, hrs, mins, secs.<\/p>\n<p>If you choose to end the timer on a specific date, then you select when the countdown timer should end.\u00a0 The date and time is set using your local time zone.\u00a0 Colors and labels can be modified.<\/p>\n<h3>Display<\/h3>\n<p>You have the option to Show this ConvertBox on pages of my websites or Show this ConvertBox on a link I&#8217;m sharing.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1153\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-display-12-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h4>Websites<\/h4>\n<p>Your options include when to trigger the ConvertBox to show on your page.<\/p>\n<ul>\n<li>Show immediately<\/li>\n<li>Show after specific time (in seconds)<\/li>\n<li>Show on page scroll percentage<\/li>\n<li>Show if visitor tries to leave the page<\/li>\n<li>Show if visitor clicks a link on my page (you have to use the special code ConverBox provides, ex &#8211; #cb1954082g)<\/li>\n<\/ul>\n<p>The duration can be Show for an unlimited number of views or shown to each visitor for a maximum of views that you specify and views per day (1, 2, 3, 4, 5, or 10).<\/p>\n<p>Display can be on all pages or specific pages of your site.\u00a0 Nicely, you can choose to include or exclude and do so by matching on (1) All URL&#8217;s starting with, (2) On this exact URL, (3) All URL&#8217;s containing.\u00a0 You can also stack more rules.<\/p>\n<h4>Links<\/h4>\n<p>You can have a ConvertBox on a page that you link to.\u00a0 ConvertBox provides you with a custom url to send your visitors to.<\/p>\n<p>Similar to a ConvertBox that is shown on your page, you can trigger this to show immediately, show after specific time (in seconds), or show if a visitor tries to leave the page.<\/p>\n<p>The duration can be Show for an unlimited number of views or shown to each visitor for a maximum of views that you specify and views per day (1, 2, 3, 4, 5, or 10).<\/p>\n<h3>Targeting<\/h3>\n<p>You can choose to show your ConvertBox to everyone or use the powerful capability that ConvertBox offers including.<\/p>\n<ul>\n<li>Number of visits<\/li>\n<li>Visitors location<\/li>\n<li>Device type<\/li>\n<li>Visited page<\/li>\n<li>URL string keyword<\/li>\n<li>Seen ConvertBox<\/li>\n<li>Referring website<\/li>\n<li>Autoresponder activity<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1152\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-targeting-13-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h4>Number of visits<\/h4>\n<p>New visitor or returning visitor.\u00a0 For returning visitor, you specify the number of times or more that the visitor has been on your site.\u00a0 A new visit is counted once a visitor has been inactive for at least 1 hour.<\/p>\n<h4>Visitors Location<\/h4>\n<p>Country based.\u00a0 And include or exclude locations.<\/p>\n<h4>Device type<\/h4>\n<p>Desktop or mobile<\/p>\n<h4>Visited page<\/h4>\n<p>Specific page on your site.<\/p>\n<h4>URL string keyword<\/h4>\n<p>The effectively gives you wild card capability, ex &#8211; &#8220;house&#8221; would match on https:\/\/example.com\/house and https:\/\/example.com\/houses-for-sale<\/p>\n<h4>Seen ConvertBox<\/h4>\n<p>If the visitor has been a particular campaign and ConvertBox.<\/p>\n<h4>Referring website<\/h4>\n<p>For other websites, ex &#8211; facebook.com, youtube.com.<\/p>\n<h4>Autoresponder activity<\/h4>\n<p>Your autoresponder needs to be connected to your ConvertBox account.<\/p>\n<p>For ActiveCampaign, you have the option of showing the ConvertBox is the contact is (1) on a list, (2) not on a list, (3) has tag, and (4) does not have tag.<\/p>\n<p><strong>IMPORTANT<\/strong>: For this to work properly, either a contact has to have signed up through a ConvertBox or you link to your right in an ActiveCampaign email with a link that include ?activecampaign_id=.<\/p>\n<p>For example, https:\/\/example.com\/house\/?activecampaign_id=\u00a0 or https:\/\/example.com\/house-for-sale\/?firstname=%FIRSTNAME%&amp;activecampaign_id= (notice that in the second example, I uses an &amp; instead of a ?).<\/p>\n<h3>Install<\/h3>\n<p>Once finished, you will be prompted on how you want to integrate your ConvertBox.\u00a0 You can copy the appropriate embed code to the ConvertBox WordPress plugin on your site, add the javascript code to your site, or email the code to your developer.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-1151\" src=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14.jpg 800w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-150x84.jpg 150w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-300x169.jpg 300w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-768x432.jpg 768w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-80x45.jpg 80w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-220x124.jpg 220w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-178x100.jpg 178w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-267x150.jpg 267w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-423x238.jpg 423w, https:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-installation-14-738x415.jpg 738w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>That is how you get started with <a href=\"https:\/\/integratepro.co\/convertbox\">ConvertBox<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>These are step by step instructions of how to setup Dean Saunder&#8217;s ConvertBox, previously known at ConvertBar. Not going to go into the pros and cons of ConvertBox here, will save that for another post.\u00a0 The goal is to get you up and running with ConvertBar as quickly as possible. ConvertBox Setup Last update: 17 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How To Setup ConvertBox - Integrate Pro<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Setup ConvertBox - Integrate Pro\" \/>\n<meta property=\"og:description\" content=\"These are step by step instructions of how to setup Dean Saunder&#8217;s ConvertBox, previously known at ConvertBar. 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ConvertBox Setup Last update: 17 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/\" \/>\n<meta property=\"og:site_name\" content=\"Integrate Pro\" \/>\n<meta property=\"article:modified_time\" content=\"2018-06-21T01:04:38+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/integratepro.com\/blog\/wp-content\/uploads\/convertbox-purchase-1.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/\",\"url\":\"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/\",\"name\":\"How To Setup ConvertBox - Integrate Pro\",\"isPartOf\":{\"@id\":\"https:\/\/integratepro.com\/blog\/#website\"},\"datePublished\":\"2018-06-17T21:41:41+00:00\",\"dateModified\":\"2018-06-21T01:04:38+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/integratepro.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How To Setup ConvertBox\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/integratepro.com\/blog\/#website\",\"url\":\"https:\/\/integratepro.com\/blog\/\",\"name\":\"Integrate Pro\",\"description\":\"Integrate Business Services\",\"publisher\":{\"@id\":\"https:\/\/integratepro.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/integratepro.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/integratepro.com\/blog\/#organization\",\"name\":\"Integrate Pro\",\"url\":\"https:\/\/integratepro.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/integratepro.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/integratepro-logo-1-e1617152697373.png\",\"contentUrl\":\"https:\/\/integratepro.com\/blog\/wp-content\/uploads\/integratepro-logo-1-e1617152697373.png\",\"width\":218,\"height\":40,\"caption\":\"Integrate Pro\"},\"image\":{\"@id\":\"https:\/\/integratepro.com\/blog\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How To Setup ConvertBox - Integrate Pro","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/integratepro.com\/blog\/how-to-setup-convertbox\/","og_locale":"en_US","og_type":"article","og_title":"How To Setup ConvertBox - Integrate Pro","og_description":"These are step by step instructions of how to setup Dean Saunder&#8217;s ConvertBox, previously known at ConvertBar. 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