Increase Lead Capture with Convert Forms & Engage Box

As lead capture continues to become more and more important, having a quick easy system to grab your visitors attention is essential. Using two Joomla Extensions Convert Forms & Engage Box a super easy lead capture workflow is achieved.

Steven Johnson
by | Posted: January 17, 2017 | Updated: January 24, 2017
Blog Post Image 734px Wide

Everyone wants increased conversions, the trick is how to implement an effective system.

We see the system comprised of two main parts.

  1. Developing the Offer, Call to Action and Content.
  2. Implementing what you created in step one.

Thinking up the concept for the Offer or Call to Action is very site and indusctry specific and a topic of its own. For this post we are focusing on Implementing the concept you or your marketing team created.

 

About Convert Forms & Engage Box

We have been using Convert Forms & Engage Box with great success, in fact you will see them in use on this site.  

Both extensions are created by Tassos Marinos and are available in free and paid versions. We are using the paid versions because, it has more useful features, not that expensive and generally makes life better.

Convert Forms

convert forms logo 860x470

Convert forms has quite a few Lead Capture templates that are used in Signup boxes or newsletter subcription.  The templates are prebuilt and cover the most common styles that you will use on your website.

There are other extensions that create forms, what is nice about convert forms is that they focus specifically on clean effective sign up forms.

Convert forms easily integrates with MailChimp, GetResponse, ActiveCampaign and AcyMailing. If you use any of these services, your setup is even easier.

Key Features

  • Lead Capture Templates
  • AJAX enabled 
  • Reporting
  • Responsive
  • Newsletter Service Integration Addons

Convert Forms Links & Resources

 

Engage Box

engage box logo 860x470

Engage box, creates a Popout, Slideup, Smart Sticky, Feature or Exit Intent box out of almost anything on your Joomla site.  You control, what triggers the popup box, the popup animation, how often, etc.

 Key Features

  • Responsive
  • Popup any existing Joomla Module
  • Mobile & Tablet Detection
  • Google Analytics Integration
  • 9 Trigger Positions
  • Lots on Animation Options

Engage Box Links & Resources

 

Step by Step Instructions to Create Your First Lead Capture Popup Box

There are two ways to combine Convert forms and Engage box

  1. Use a Convert Forms Short Code
  2. Use a standard Joomla Module

I think the easier way is using the short code option.

Here is a guide created by the developer outlining the differences between and how to implement the two methods.

 

Step 1 - Install Convert Forms

To install the convert forms extension, go to Extensions > Manage > Install.

Upload and install the package as normal.

install joomla extension 854x311

Note: There may be a bug where you have to open and save the plugin to get an install message to go away

 

Step 2 - Create your First Campaign in Convert Forms

You may want to create your form first but a form requires a campaign to be saved, so you will need to create a campaign first.

The campain is where your leads or the email addresses and info you collect go.

Go To: Components > Convert Forms > Campaigns

Click New, Enter the name of the campaign and click save.

convert forms create campaign 986x374

 

You will most likely want to sync the leads with a 3rd party mail service, if so select the service, and enter the required information.

 Here is a how to to sync leads with MailChimp: https://www.tassos.gr/joomla-extensions/convert-forms/docs/sync-leads-with-mailchimp

convert forms edit campaign 742x761

 

Step 3 - Create your first form in Convert Forms

Now that you have somewhere for the leads to go you can create a signup form (this is what the visitor sees)

Go To: Componets > Convert Forms > Forms

Click New

convert forms create form 940x307

Select a template to start with

convert forms select form template 902x772

 

Fill out the copy image and information. 

Here you may want to set the max width to Auto. (see the lower section on engage box sizing best practices)

convert forms configure form 969x579

Fill out the submission information. This is where you select the campaign you just created.

Click Save

 

Step 4 - Install Engage Box

To install the convert forms extension, go to Extensions > Manage > Install.

Upload and install the package as normal.

install joomla extension 854x311

 

 

Step 5 - Create a box to pop out your Convert Form

Go to: Components > Engage Box

Click New

Content Tab - Select Box Type of "Text"

Paste in your Convert Form Short Code. This can be found by going to Components > Content Forms > Forms

Locate your form then look at the action column on the right side of the page and click on the Link icon. You can now past this text into the Engage Box Box.

Would be cool if there was an option to look up your Convert Form Short Codes from Engage Box

convert forms copy shortcode 1087x368

 

You will probably want to unpublish the Title. Remember to set the Form title is is on the Content Tab on the Right Side of the page. 

engagebox set box title 734x433

 

Step 6 - Set the Trigger Conditions

 Here is where you set where you want the box to appear on the visitors screen and what action you want to trigger the popup. 

Note at the bottom of the screen you can set how long you want to keep the box from poping up.

engagebox trigger tab 829x708

 

Step 7 - Set the Appearance

Now we configure the popout box size, overlay background, box border and other appearance settings. You may need to play with the padding, height and width for the box to get it to display correctly

I think it works best to leave convert form set to auto, and then limit the size in Engage box. Also I Like turning on the overlay, this way people have no option but to see the popout box.  This may not be needed when using a slide up box option.

engagebox appearance tab 882x810

 

Sizing and Spacing Best Practices

Here are the developers ecommendations for a Convert Form that is intended to be used with Engage Box.

Engage Box

  • Specify a width in pixels
  • Specify a height in pixels
  • Set padding to 0

Convert Forms

  • Optionally specify a max-width.

The form's width will never exceed popup's width.

Both extensions are cross-browser compatible and I haven't noticed any differences yet.

 

Step 8 -  Test and Refine

You now have created a place for your collected information to go, created a form to collect that information, and created a way to popout that information. Now it is time to fine tune the look and test. 

When done remmeber to correctly set the amount of time the popup stays hidden. You do not want to drive your visitors crazy with popups on every page.

Also there is an option to Integrate Google Analytics if you are a big GA fan.

 

 

Let us hear from you?

What has your experience been using the extensions?

Let u know in the comments.

Steven Johnson

Steven is a Joomla web developer and worked with Joomla since the Mambo days. He has built websites for startup businesses all the way to for Fortune 500 companies. A graduate of Georgia Tech in Chemical Engineering, he now happily spends his time building websites and reviewing all types of technology.

×

Get Hosting Coupons & the Best Joomla Guides and Resources

Sign Up for our newsletter and get access to Exclusive Hosting Deals, as well as montly Joomla tips, tricks & resources.