In this new Convertful Review 2021, you will find out if Convertful is worth risking your time, money, and efforts while there are many Convertful alternatives in the market.
This review on Convertful convers:
- What is Convertful and who are behind the Convertful company. (Very important considering you are going to trust this company for your entire lead generation and conversion rate optimization process)
- Basic and exclusive Convertful features that could double or triple your lead conversion rates
- How to make a Convertful widget so easily (without using any coding skills)
- How I use Convertful lead generation software in my businesses. (You will find some strategies that I am currently using to make money with affiliate marketing)
- How to use Convertful (5 ways how you can use Convertful on your online business)
- Advanced Convertful customization features (e.g: Power tools for advanced marketers)
- Convertful pricing, alternatives, pros & cons, agency features, and more.
Convertful Review: Your Ultimate Conversion Rate Optimization Toolkit for Everything
Table of Contents
- What’s Convertful?
- How to use Convertful
- Is Convertful for you?
- Is Convertful worth it?
- Pros and Cons
- Convertful Alternatives
- Convertful vs Convertful competitors
- Final review on Convertful
In this Convertful review, I want to be as transparent as possible. That is why I am going to share some Convertful examples here so that you can see how they look like.
Click the links below to display Convertful widgets. You will see live widgets on this Convertful review page.
(Note: You can customize each form as you’d like. These are demonstrations only.)
- Pop-ups Convertful Form
- Scroll Boxes Convertful Form
- Floating Bars Convertful Form
- Welcome Screen Convertful Form
- And check out the final Convertful form module: Inline form 👇
What is Convertful and Who’s Behind it?
Leads are vital for any form of business. Be it freelancing, blogging, affiliate marketing, online courses, product launches, digital marketing agencies, or even network marketing business models, potential customers or leads are the backbone of your business.
Depending on your marketing skills (e.g.: advertising, lead capturing, lead nurturing) and the growth potential and the market value, your business’s value would be assessed.
You can easily determine the growth potential and the total marketing value using a tool like Market Explore by Semrush.
But, if you do not have marketing skills, it doesn’t matter how excellent your value proposition is. If you are lack of skills in the Marketing area, you won’t be able to compete with others who’d obviously have an edge over you.
What if you do not have a Phd in marketing?
What if you do not have enough time, money, and resources to learn coding skills to lead capture which is a major requirement of marketing skills?
That is where Convertful comes in.
Convertful is an ultimate On-Site conversion rate optimization (CRO) toolkit that offers easy to use features for all marketers, beginners, intermediates, and experts who are dead serious about their businesses.
Also, it provides astonishing features and customization opportunities that let you develop certain forms and funnels that you could only imagine with other lead generation tools. (I will share some secrets later on this Convertful review!)
If you ever used tools like ConvertBox, OptinMonster, HelloBar, and LeadPages before, Convertful is definitely an excellent alternative.
Ruslan Suhar (Founder of Convertful)
Colin Klinkert is the current owner of Convertful. Also, he is the founder of Platform.ly that is a popular automation software among marketers.
Convertful’s Present, Past and the future
I have been a happy user of Convertful since 2018. Convertful ran a special offer for a very specific group of people. I was one of them and was given a chance to grab a Convertful Lifetime account.
Companies, particularly startups run special lifetime offers time-to-time to get initial funding and receive feedback to improve their product. As a bonus, they also get lifetime ambassadors who will advocate for the product and refer customers.
Since the beginning, the Convertful team released updates regularly, fixed bugs prominently, and added new features at a rapid pace.
In my honest opinion, Convertful is one of the best On-site conversion rate optimization toolkits out there for every business owner.
- Blogger — You can easily create simple opt-in forms, notification widgets, etc.
- Marketer — You can make deadline funnels, track visitors based on events, personalize widgets with advanced integration and customization options.
- Agency owner — Convertful is fully customization to resonate with your branding. Even their WordPress plugin can be customized.
Convertful support is also second to none with their ticket-based, highly responsive support team.
Since day one that I started using Convertful, it has been adding new and powerful features. Some of those features clearly took the Convertful platform to another level and distinguished from competitors.
I cannot list all features in this Convertful review article. If you want to learn more about Convertful features and how they work specifically, I recommend checking out this page over here.
Drag-n-Drop Powerful Editor
Convertful’s Widget Editor is very easy to use. It’s like WordPress Gutenberg visual editor.
In the Convertful visual editor, there are two main tabs. 1) Design 2) Display Rules
Under “Design” section, there are multiple options to design your Convertful widget.
- Add a new screen — The very first thing you might see in the “Design” tab is the option to add a new screen. A ‘Screen’ is kind of like a State or Step where you can have multiple screens to make quizzes, survey forms, etc. For example, you can display a Callout screen where you pitch your lead magnet first and then the Optin form on the second screen and the Thank You state on the third screen. I often use this feature.
- Customize widget — There are four setting options to customize your Convertful widget.
In the Settings, you can change the Maximum width of the widget (very useful for inline forms, etc.), add a background image, widget padding, and enable and disable the widget close icon and the “Powered By” link. (i.e: the attribution link that you can customize as you’d like. More about it later on this Convertful review)
One very fascinating feature that I find very cool is the ability to “Lock Content After Itself.”
Inline Content Locking feature is used by many websites particularly news websites. If used appropriately, you can generate more leads through content marketing alone!
And, another very useful feature inside Convertful is the ability to change the widget type. You might want to convert your popup into an inline form. Now, it’s possible with Convertful!
- Text — Add a text to the Convertful widget. The text can be hyperlinked, bolded, and change font-size, font-family (Google Fonts or Theme inherit font), and color, etc.
- Image — Add a JPG, PNG, GIF, or SVG graphic.
- Form — Add a form to collect leads, feedback so on.
- Button — Build Call to Action (CTA) button or form submit button
- Empty Space — Add a space within columns/elements.
- Follow Buttons — Encourage people to follow you on social media
- Video — Add a video to your form. YouTube, Video, Wistia, and VooPlayer are supported.
- Testimonial — Display a testimonial on your Convertful widgets. See the inline form demo above for an instance.
- Share Buttons — Add share buttons to your form. You can let Convertful fetch the current page URL or customize the Share URL as well.
- Countdown Timer — Create scarcity with Countdown timers
- Progress Bar — Add an animated progress bar to your form. Very useful to improve conversion rate for survey forms etc.
- HTML Code — Emebed any thrid-party tool inside a Convertful widget with HTML Code element.
- “Spin to win” gamification element
- “Scratch Card” gamification element
Rows & Columns
Watch the video below to find how to work with Rows and Columns in Convertful.
The CSS editor inside Convertful widget designer makes Convertful a powerful tool for designers. Check out the video below to find out how I hid a custom field and changed the text color and font weight on hover using simple CSS.
- Edit Desktop and Mobile versions separately — Now, the majority of online traffic are coming from mobile devices. And the desktop traffic share is going to shrink over time. Convertful lets you edit the Mobile version of the form easily.
Check out the video below to learn how to make a Mobile-friendly opt-in form by using Convertful.
Robust Targeting Options
One area Convertful dominates 100% is the “Targeting.”
There are three main Display rule categories:
- Display Conditions — Define ‘When’ to show
- Triggering Conditions — Define ‘Where’ and ‘Who’ to display
- Disabling Widget Returns — Define in which point to not show
I will explain briefly about these targeting options in this review on Convertful.
Display Conditions (Show When)
In this section, you can define what actions should make the widget appear on your site. Currently, there is a total of six triggers.
- A visitor intends to leave — Show popups, full-screen widgets when a visitor intends to exit from a page.
- Time on the page at least — Show widgets based on time on page (very useful for time-sensitive offers for pre-recorded webinars, sale funnels, etc.)
- A visitor is inactive for — Show banners or offers if the visitor is not active.
- A visitor’s scroll percentage — Display widgets based on visitor’s scroll percentage.
- Click a link with URL ID — Trigger a pop-up or another widget-type based on the link click. You have to add the CSS ID to the link element. Ex: <a href=”https://convertful.com” id=”URL_ID”>Click Here</a>
- Clicks an element that matches a CSS selector — Similar to the above URL ID option. But can be used on multiple elements at once. (Learn more about CSS class selector)
Triggering Conditions (Where and Who to Show)
In this targeting rules section, you can precisely define under which conditions for whom to display the widget. (Very powerful options out there)
Multiple Targeting Conditions
You precisely target a visitor with “Multiple targeting conditions.”
Check out the screenshot below. In this image, you can see I have built up multiple conditions to display a Convertful opt-in form.
- The first targeting rule defines to not to show on home page but blog page.
- The second rule defines to show the widget to a visitor who viewed at least 3 pages and came internally.
- The third targeting rule defines to show the widget for desktop organic (Google) users with a specific person parameter.
- The fourth targeting rule defines to display the widget for a visitor who did not bought a OTO (One time offer) (Based on Cookie tracking) and was not referred by an affiliate.
You can go even deeper and target your audience based on the region where they are from!
WordPress specific targeting options
If you use the Convertful WordPress plugin, you will be given more possibilities to target your audience.
Disabling widget returns
There are numerous ways to disable a widget from appearing again.
One very useful feature is the ability to not displaying the widget for subscribers. That will not wreck the smooth user experience on your site and will help users easily access content particularly on mobile devices.
Overall Convertful’s Targeting engine is very powerful and can achieve many things if you are creative.
Powerful Button Actions
Unlike most other lead generation software out there, Convertful comes with very powerful Button actions.
There are four button types and each of them have different purposes.
- Submit — Usually used for form submitting.
- Close — Used for making buttons that close the widget. Very useful for Yes/No forms.
- Link — Used for linking to a page.
- Custom — Used to execute multiple operations.
Above screenshot shows three on-submit actions.
- Create a default user profile in my Gist autoresponder. (I have already integrated my Gist account with Convertful)
- Add a new tag to the user that just created. I have set up visual workflows on my Gist workspace that will trigger as soon as some were found with a specific tag.
- Go to URL and send data — I use UpViral as my giveaway software. Unfortunately, there is not a native integration between UpViral and Convertful. Hence, I have to use the default HTML form integration. In this case, I use the HTTP POST integration because it’s secure and limitless than HTTP GET integration. Also, you’d see I set up the integration to pass through data such as the email and the referee’s referral URL.
These options are very helpful if you want to segment your audience deeply with custom Facebook and Google audiences to laser target your audience and create a lookalike audience.
Here are more button actions that you’d find useful:
- Send a notification — You can set up Convertful to automatically receive an email update with details every time your form got a form to submit. A very useful feature for digital marketing agencies and local business owners.
- Open a widget — Now you can open another Convertful widget with a button click!
- Autoresponder actions — Depending upon the autoresponder, you can do pretty much everything such as add/remove tag and user and update a custom field, etc.
Convertful’s Analytics is okay for me. There are some things to improve but overall, you get what you most want such as daily traffic, leads, followers, link clicks, etc.
Under “Subscribers” section, you can find basic details such as user city, country and the time signed up. Also, you can export subscriber data as a CSV file.
When clicked on the subscriber’s email ID, you can see a more detailed view. See the screenshot below.
It doesn’t matter how powerful the tools is if there is not enough integrations. That is why I list Convertful Integrations is one of the best features in this Convertful review.
The fascinating thing is Convertful provides different things for inbound and outbound integrations.
Some Convertful competitors such as OptinMonstor are only limited to one platform such as WordPress. But, Convertful can be integrated with literary every website that lets you inject a code snippet.
Here are two ways you can integrate Convertful with your site.
<script id=”convertful-api” src=”https://app.convertful.com/Convertful.js?owner=816” async></script>
Replace 816 with your Convertful user ID.
You can add this code to your site by editing the theme source code or through Google Tag Manager. Learn how to add custom HTML code to your Google Tag Manager over here.
Also, you can connect your Shopify, Magento, Drupal, Joomla, Weebly, Tumblr and any site by injecting the Convertful script. You have to paste it just above of </head> tag.
Convertful WordPress Plugin
If you have a WordPress site and want to target users based on post categories, tags, user role etc., then you should have to use the Convertful WordPress integration plugin.
Click here to download the plugin at the WordPress plugin repository. (Alternatively, you can search it from your WordPress Plugin search area too.)
By comparing other dozens of Convertful competitors out there, Convertful stands out when it comes to data integrations. (i.e: the ability to transfer data from Convertful to your autoresponder, CRM software, etc.)
Here are some direct integrations that you can find inside Convertful.
- Campaign Monitor
- Keap (previously Infusionsoft)
See all Convertful integrations here.
Convertful has a Zapier Integration set up so that if you cannot find the app you want to integrate with, for example, Google Sheet, Twilio, you can use Zapier to integrate over 2,000 apps.
Learn how to integrate your Convertful account with Zapier over here.
Another big advantage over Convertful alternatives is you can use the WebHook (CallBack) feature to integrate any app including your custom-built online app.
WebHook is a new web technology to transfer data. It is cost-effective and consumes fewer resources compared to API technology.
Another small yet powerful feature inside Convertful is the ability to pass data through HTTP POST and GET methods.
I have shown already how this works under the Button Actions feature in this Convertful review.
How to Use Convertful
It is easy to create a widget on Convertful.
How to Create a widget on Convertful
- Login to your Convertful account and select the website.
- Click on the “Create Widget” button.
- Choose Template to Create Widget
You will be given many options to select a template. Some templates are for eCommerce, Blog/Media/Magazine niches.
There will be default form templates such as blank canvases to start creating a widget from scratch.
- Design Convertful widget
Now you will be seen the Convertful visual editor from where you can edit the widget, add integrations, rename your widget, make it live, etc.
How to Use Convertful on Your Business
As promised at the beginning of the Convertful review, I will share five ways I use Convertful in my businesses and personal opinions.
Capture exiting traffic by offering an irresistible offer
I offer a free ebook on “How to Grow A Network Marketing Business with Incentive-Based Marketing” on this MLM quotes post.
Offer Content Upgrades
Content Upgrades are another awesome way you can use to collect more targeted leads.
For example, I offer best SEO ranking factors eBook for BlogSpot bloggers and a bonus of another offer that is about making money with BlogSpot guide for free.
Here you can see three ways I use Convertful to maximize the quality and quantity of subscribers.
- Time-sensitive offer — Once the timer hits zero, the inline opt-in form will disappear. So, new users only got one shot of claiming this offer. That means I try to use the scarcity emotion here to increase the lead conversion rate.
- Use Social Opt-ins instead of email and name field — There are lots of disposable email services out there. And people who are reading the particular content are bloggers, webmasters. Therefore, I tried to qualify leads by using social optins. Not many Convertful competitors have this feature.
- Content upgrade upon content upgrade — The original Blogger SEO tips post is a lengthy one. It contains over 15,000 words! People would prefer a short version of it. The main lead magnet is the content upgrade of a “Most Important SEO Ranking Factors for Blogger users.” And the second one is another upgrade offer on “How to Make at least $1,000 a month with BlogSpot.” The offer combination is perfect!
Use supplementary content lockers
Unlike other list building software, Convertful offers many ways to collect leads from your site. One high-performing method is Content Lockers.
I have take a step futher here by adding a social share layer instead of the email optin fields. That means, visitors will have to share the article first to get access to the sign up form.
Read my case study on Content lockers over here. (I got over 18% lead conversion rate on a blog post!)
Pass the affiliate IDs to final destinations (without extra software)
One big reason why many affiliates do not like to promote an affiliate offer is there is a prominent opt-in form like a pop-up form that vendors use to capture leads and sell later on email drip messages in the landing pages.
Bigger affiliates know this very well. Therefore, they hesitate to promote any offer with opt-in on the sales page.
Now you can overcome this issue by using Convertful without any supplementary software.
For example, I run giveaways at UpContests from time to time. Those giveaway signup pages contain exit popups to collect leads.
Fortunately, I can collect affiliate/referral ID of the referrer and give credit for each optin.
Make money with affiliate lead gen products
Convertful is a powerful lead generation platform. So, why wouldn’t you be able to make use of it to earn some money?
That is what I thought a while ago and came up with a new idea of using Convertful to build a helpful widget for my site and make money through affiliate marketing.
See, I collect the URL field first and ask for the email address thereafter. Once the form is submitted, the browser will be redirected to a traffic analytics page on SEMRUSH.
Semrush is a powerful SEO marketing tool with big data. I used the HTTP GET method in this case. Check out the screenshot below to see custom fields I’ve added in this Convertful affiliate widget. The URL of the form submitter will pass through as a variable of the “q” parameter.
Also, I use Convertful to create notification bars, deadline funnels, etc. But, I wanted to share some cool stuff I have been doing in this Convertful review.
Convertful pricing starts from the free plan which I think is excellent. Paid plans start from $19 per month which is the Blogger plan.
If you are on the fence about whether you should pay first or use another list building tool, I recommend giving it a try for free.
If you want to remove the Convertful branding and/or use your own branding, you will have to upgrade to a paid plan or start from free trial.
Convertful free trial
Convertful offers a 14-Day free trial for every plan. If you are concerning which free trial to use. Here are my suggestions.
- Blogger plan — If you have a small niche blog and want to just collect leads from your site, the Blogger plan would be a good choice. You do not have to pay extra fees just for sub-accounts and multiple site management.
- Growth Plan — But, if you have multiple websites and want to let others such as assistants manage your Convertful account, a Growth plan would be an excellent choice. Furthermore, it has increased visit limits per month too.
- Agency Plan — If you run an agency or want to show your own branding on widgets, then the Agency plan is the only choice.
Convertful offers a 14-Day money-back guarantee. So, If you feel like Convertful isn’t for you, you can contact the Convertful team anytime via Live Chat and ask for a refund.
I cannot resist talking about Agency plans in this review of Convertful. Because, I already use the Agency plan and am a paying customer for over two years.
You can check out my WhiteLabel Convertful sign in page at here: https://cro.upcontests.com/sign_in/
Unlike other lead generation services, you can completely have a full Whitelabel Convertful dashboard.
You can use a custom domain name, add your own branding to email etc.
Also, you can add custom HTML codes such as tracking pixels, analytics tracking codes, Chat widget installation codes, etc., before </head>.
If you are a digital marketing agency owner, I recommend giving Convertful Agency a try. At least there is not a contract between you can Convertful and they offer a 14-Day money-back guarantee. You can ask for your money if you are not satisfied.
Is Convertful for you?
In this review of Convertful, I talked more about Convertful. But, is Convertful for you?
If you are serious about building an email list, Convertful is for you.
Also, you can use Convertful for quizzes, surveys, and other uses such as creating Contact Us and various data collection forms with qualification systems integrated. Which are additional advantages of using Convertful.
Is Convertful Worth it?
Is Convertful worth the buck?
There are many list building tools. However, as far as my experience, Convertful is a feature-rich and flexible tool for every marketer.
If you’re currently making money from your list, Convertful is a no brainer. It can help to grow your business revenue furthermore. But, if you do not make enough money to pay for a list building tool, I recommend the free plan.
If you can afford to pay for a Convertful paid plan, you will see more features and more opportunities to grow your business faster.
I already got my money back within a few months by using Convertful on my businesses. I am on the Agency plan subscription. So, it depends on how you will use Convertful.
Convertful Pros and Cons
- Advanced and precise targeting and triggering features
- Easy to use drag and drop visual editor
- Templates Gallery — Includes ready-made widgets for list building, cart abandonment, giveaways, gamification, content upgrades, etc.
- Multiple integration options — You can distribute data to multiple endpoints such as your CRM, webinar platform.
- Native WordPress plugin
- Unlimited Screens and Sequences — easily create multi-step forms, quizzes, surveys, Yes/No screens, and custom success messages
- User-Friendliness — You can display or hide based on if other widgets are shown or the visitor is a subscriber
- Conversion Boosters — Gamification elements, dynamic text replacements, progress bars, retargeting pixels, countdown timers, etc.,
- Real-time analytics, export leads, and lead data
- A/B split testing — Create unlimited variation and change the primary widget anytime
- User management — Allow users/assistants/clients to manage widgets
- Schedule widget appearance — Set timing to enable displaying widgets (Very useful for time-sensitive funnels)
- Lead recovery — Convertful will attempt to resubmit data incase your email management service is offline. Or you can manually attempt
- Organizes widget lists — Organize widgets based on campaigns under each site
- GDPR complaint
- Live editor backups — Convertful will have a backup of your work in case you lost your internet connection.
- Media library, archive widgets, and localize messages — fully customizable error messages
- Widget type switching and transfer widget from one site to another
- Weekly and Monthly progress report notifications via email
- Excellent support team
- Limited editor options — I would like to see more options to change inline text color, add gradient colors to the background, link images (banners), etc.
- No WebP image support
- Cannot upload custom fonts
There are dozens of list building tools out there. Here are some of the best Convertful alternatives and short comparisons.
|Visual Drag-and-drop editor||Yes||Yes|
|2-Way Native Integrations||Yes||Yes|
|WordPress plugin and targeting||Yes||Yes|
ConvertBox is one of the best Convertful alternatives not just because ConvertBox is currently having a lifetime offer and it offers a very similar, robust targeting engine to Convertful, but also the ConvertBox team is releasing updates on a regular basis to make it a powerful lead generation platform.
One area Convertful dominates very well over ConvertBox is ‘Analytics.’ ConvertBox is lacking clear reporting such as where the leads came from, who the visitors are, and which page converted better in terms of leads conversion rate.
Also, if you are looking for a good list building software for your agency, ConvertBox might not comparable with Convertful because ConvertBox doesn’t offer White Label solutions.
Overall, I would rate Convertful vs ConvertBox as 8 – 5.
OptinMonster is another opt-in form builder like Convertful. But, it’s tailored towards WordPress sites. If you are particularly looking for a good form builder for your Woocommerce site, OptinMonster might be worth a try.
|Monthly subscription plan||Yes||No|
I really wish OptinMoster offers a free trial to try their best features for free and decide how it compares with other lead generation tools.
Overall, I’d score Convertful vs OptinMonster as 13 – 6.
HelloBar is another site like Convertful. It comes with several targeting choices but very limited features and tools.
HelloBar is in the beginner stage of their list building app. They have not got enough widget customization options and integrations ready yet.
So, I do not think HelloBar would be a better alternative to Convertful. One advantage HelloBar has over Convertful is that they allow 2,000 extra views per month in the free plan.
However, compared to powerful features and tools in Convertful with HelloBar’s, I don’t think there’s even a comparison.
My final score between Convertful vs Hellobar is 10 – 1.
Convertful vs Convertful Competitors
I’ve been using many opt-in form builders since 2012. Among those, Ninja Forms, Gravity Forms, MailChimp opt-in form, GetResponse forms took a vital place when I started building my email list.
But, times have passed away and many things have changed over the years. Currently, I am a customer of both Convertful and ConvertBox and these are my go-to On-Site conversion rate optimization tools (CRO tools).
Basically, I use Convertful for every marketing campaign such as giveaways, media buy campaigns, content upgrades, content lockers etc. In rare cases such as building advanced quizzes with lead scores, I use ConvertBox.
There are many Convertful alternatives out there. Some may have more features and cheap pricing than Convertful. But, I have found everything I want in Convertful.
One specific feature that I want to emphasize in this Convertful review is ‘Convertful Agency.’ Honestly, I have yet to find a list building service that offers generous agency features like Convertful.
Final Review on Convertful. Should you use it?
I do not recommend things that I have not used or do not think are helpful.
Convertful has been one of the best tools in my arsenal that has helped me collect thousands of email addresses so far that might be lost forever if I did not use Convertful in the first place.
If you run an online business such as a blog, eCommerce site, forum, and sell courses, digital and physical products online and manage any kind of site, I would highly recommend Convertful.
Try their Blogger plan at least because that’s where you will unlock many robust features such as Multi-step widgets, A/B testing and not to mention the ability to hide Convertful branding.
Final Words on Ultimate Convertful Review
I have been long waited to write a review on Convertful. Since I started using Convertful in 2018, Convertful made my life easier so I wanted to publish this Convertful review so other marketers like you can know what this tool is and how it can help grow your business like never before.
If you have not checked the ways I use Convertful in online businesses, I suggest you to. Recently, Convertful released webhooks so now I can use Convertful more often and integrate with any online application!
So, what is your take on Convertful? How would you review Convertful? Let us know your thoughts below.
Targeting & Triggering Options4.8/5
WYSIWYG Visual Widget Editor4.5/5
The Ease of Use4.5/5
Help Docs & Support4.5/5
- Templates library
- Advanced real-time analytics
- Powerful native integrations including Webhooks, Zapier, Integrately and Pabbly Connect support
- White Label agency features and user and site management
- 24*7 Email, Chat and Help desk support
- Cannot upload custom fonts
- Limited editor text editing options