Category: Blog

The 12 Best B2C Lead Generation Tools [2022 Update]

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If you’re reading this blog, I’ll venture to say you’d like to upgrade your current approach to lead gen.

Perhaps you don’t have the time or expertise to manage a lead generation tool yourself. Maybe you’re tired of running generic, intrusive pop-up forms – and your visitors are tired of seeing them too. 

Perhaps you’re in a different boat altogether: you’re with a basic email service provider (ESP), and you want to make your first move to a specialist lead generation tool. Or maybe your next promotion depends on you getting more subscribers into your database.

Whatever your reason for seeking out a B2C lead generation tool, I’m here to help you choose the right one.

Screenshot of three email optin forms

Which B2C lead gen tool should you choose? 

Broadly speaking, all B2C lead generation tools aim to help you increase the size of your customer database – though each one has its own set of features. For example, Trustmary increases customer sign-ups by embedding testimonials and customer reviews into opt-in forms. 

The best tool for your business will depend on your goals, ideal customer profile and budget. 

To help whittle down your options, we’ve chosen 14 of the best lead generation tools on the market and placed them into three categories: 

  • Email and SMS marketing lead generation tools 
  • Email marketing lead generation tools 
  • SMS marketing lead generation tools

If you’re looking for a tool with the power to capture leads and optimize the entire customer journey, then check out our post on personalization tools. Otherwise, let’s get stuck in. 

What To Look For In A B2C Lead Gen Tool

A good lead generation tool will typically provide these features: 

  • Dedicated account management
  • Audience segmentation
  • Triggering rules 
  • Targeting rules
  • A/B testing
  • Layered lead forms
  • Personalized journeys 
  • Integrates with your tech stack 
  • GDPR & CCPA compliant 
  • Enhances subscriber profiles

When a lead generation tool ticks these boxes, you’re almost guaranteed to capture more leads, improve user experiences, increase engagement, build a stronger remarketing database, make data-driven decisions and maximize your return on ad spend. 

We know what makes a great tool on paper, but what should you be looking for in a lead gen tool? Well, it all depends on your budget, goals and in-house capacity. 

If you don’t have the expertise or time and need a sophisticated solution with advanced audience segmentation and targeting capabilities, Yieldify’s fully managed service is a great option to consider. 

“Yieldify helped us achieve our target subscriber numbers with strategic suggestions – an increase of more than 60,000 new subscribers in 6 months.”

But if you have the capacity to run a self-service tool and simply want to drive more SMS signups and engagement, EZ Texting may be the ideal solution for you.

We’ll take a closer look at Yieldify and EZ Texting in this blog, and run through 10 more of the best lead generation tools on the market today. 

Disclaimer: Yieldify is our product. We’ve done our best to present the information fairly because we want to help you make an educated decision but we’re also especially proud of what we offer. We’ve seen it transform conversion rates, lead generation and revenue for so many brands – large and small – all over the world. You may have seen we use the Yieldify platform and services on our own website too. Learn more here and schedule a call with an advisor

12 Best B2C Lead Gen Tools

  1. Yieldify
  2. Klaviyo
  3. Sleeknote
  4. Sender
  5. Trustmary
  6. OptinMonster
  7. Unbounce
  8. Mailmunch
  9. MaxTraffic
  10. Thrive Leads
  11. Attentive
  12. SlickText

Email and SMS Lead Generation Tools

1. Yieldify

Yieldify homepage screenshot

Yieldify is a fully managed personalization platform that helps ecommerce businesses generate more revenue by engaging their customers with personalized experiences. One highly rated feature in the Yieldify suite is its excellent lead generation tool.

When it comes to capturing new email and SMS leads, Yieldify offers a distinct advantage: layered lead capture. With Yieldify’s layered lead capture your lead forms adapt to the different stages in your customer journeys. That means they’re more engaging, less intrusive and can increase lead capture rates by as much as 116%.

Yieldify is also recognized as an industry-leading conversion rate optimization (CRO) tool. If you want to increase your website’s conversion rates, check out our post covering 12 of the best CRO Tools

What is Yieldify layered lead capture? 

Yieldify was the first provider to offer a multi-stage lead generation approach. Although Yieldify has inspired many other companies to offer their own version, it’s still the frontrunner among fully managed lead generation platforms.

Yieldify's four-stage lead gen technology

With layered lead capture, your opt-in forms appear at four key stages in the customer journey depending on how deep visitors are in the funnel. 

Yieldify’s layered lead gen formats

Typically, opt-in forms are large on website entry and become more subtle as the customer moves through the site. 

Here’s how the four stages look:

Email optin forms for Lacoste and Umbra
1. Lead form on website entry
2. Floating or slide-out style
Yieldify's lead capture experiences on checkout page
3. Embedded, native-looking messaging
on product page, exclusive to Yieldify

(Alabama Outdoors)
4. Embedded messaging at checkout,
exclusive to Yieldify

(The Sill)

Yieldify layered lead form examples

There’s no one-size-fits-all opt-in form. In the early days of lead generation, the allure of a “20% Off Your First Order” voucher was enough to entice new subscribers. 

But consumers today see a lot of opt-in forms (74% of companies use lead gen forms) – and even though there’s still a place for a discount code in a lead capture form, the appeal is not what it used to be. 

What’s an ecommerce marketer to do? You need to get a bit more creative to turn your users into email and SMS subscribers.

Here’s how Yieldify can help: 

Screenshot of email optin forms on Birdfood and Rockport
Opt-in form with a sign-up CTA
Opt-in form with a discount offer
"Save your bag" lead generation experiences on Code8 and Ariat
Opt-in form for “Back in Stock”

Opt-in form with “Save your Bag”

Gamification lead generation experiences on Blue Illusion and Philips
Opt-in form with gamification
(Blue Illusion)
Opt-in form offering a free download
Lead generation forms with questionnaires from Ariat and Kiehl's
Opt-in form with a surveys
or questionnaire
Opt-in form offering a free sample

How Yieldify measures lead generation success

You’ve set up your layered opt-in forms. You’re capturing new leads. But how can you be sure your new lead gen strategy is working? 

Screenshot of Yieldify's lead generation reporting
Yieldify’s lead gen reporting metrics

Most Yieldify clients focus on two core metrics: the total number of leads captured and lead conversion rate. But you can track up to six different metrics to analyze performance:

  • Total leads captured 
  • Lead conversion rate: the percentage of customers who purchased/converted after signing up 
  • Total lead revenue: the total revenue generated from all leads
  • Lead generation rate: the percentage of customers who signed up after seeing any experience
  • Incremental lead revenue: all revenue generated from customers who signed up from the second lead form onwards vs revenue generated from on-entry sign up forms
  • Lead value: the average of how much each lead is worth in revenue 

Your account manager will send you detailed performance reports with the metrics you want to focus on at a cadence that suits you – whether daily, weekly or monthly. 

Key features of Yieldify lead generation

Fully managed service 

If you don’t have the time or expertise to manage a self-service lead generation platform yourself, Yieldify’s fully managed service means you can set your lead generation goals and let the Yieldify team handle practically everything for you: that includes strategy, ideation, design, quality assurance, execution, testing, analysis and optimization.

Yieldify's customer success team

With the Yieldify team, you get to work with:

  • Your account manager 

Also called a Client Services Manager, they’re your lead gen strategist, personalization expert and main point of contact. They’ll help you ideate, execute, test and analyze your lead generation campaigns.

  • Graphic designers

Yieldify’s designers are available around the clock to design custom opt-in forms. If you need lead gen designs to match your brand identity or if you need suggestions on what will work with your website, they’ve got you covered.

  • Technical Account Managers (TAM)

Our technical account managers (TAMs) will help you integrate the Yieldify platform with your website, your ESP and the rest of your tech stack, as well as helping you set up advanced lead gen campaigns.

  • Technical Solutions Engineers (TSE)

If you want to build a custom lead form that requires complex coding, one of Yieldify’s technical solutions engineers will complete the development work for you.

  • Quality Assurance specialists

Whether you use your own platform, Shopify Plus, Magento or BigCommerce, lead gen forms can sit differently. The Yieldify Quality Assurance team will test your opt-in forms for you across device types to make sure they don’t compromise your user experience.

The Yieldify team are passionate about quality of service and so are our customers: with a 9.7 G2 rating for quality of support, you won’t find our market-leading service anywhere else. 

Custom forms

On-brand designs

Say goodbye to generic lead forms and increase customer engagement with Yieldify’s custom forms. With our graphic design team, you can customize your lead forms to include on-brand creative and copy. 

Custom form fields, including questionnaires & surveys

To understand your audiences better, build more detailed subscriber profiles and make your remarketing campaigns more personalized, you can tailor Yieldify lead gen forms with custom fields to ask for any demographic data, such as: 

  • name
  • email address
  • phone number
  • birthday
  • gender
  • preferred products
  • clothing sizes 
  • hobbies
  • or anything else you’d like to store

For example, if you’re a beauty brand like Kiehl’s, you could ask new subscribers to share their 

  • skin type, 
  • skin sensitivity and 
  • main skin concern 
Kiehl's personalized email optin form
Questionnaire in a lead form

Dynamic & personalized forms

Personalize your lead gen forms by dynamically pulling images from your product pages and embedding them into your signup forms. 

Lead gen form with imagery scraped from product page
Lead gen form dynamically personalized with an image from the product page

Auto-apply coupon codes

When a visitor submits their email address for a discount code, they typically need to get the code from their inbox. With Yieldify, you can reduce checkout friction and increase conversions by auto-applying the code from the form to a customer’s basket as soon as they submit their email or SMS details.

Notification from Code8 confirming discount has been applied to basket
Lead gen form auto-applying coupon code to cart

Audience segmentation

If you’ve ever wanted to show your lead forms to specific types of visitor but not others, many tools lack the audience segmentation settings, targeting rules and triggering rules to let you.

With Yieldify, you can set a variety of pre-built and custom targeting rules to show different audience segments different lead forms. 

And don’t worry about Safari’s 7-day limit on third-party cookie storage. With Yieldify’s GDPR compliant server-side cookies, you can track your website visitors for 365 days from their first session.

Segment new visitors vs returning visitors 

With Yieldify you can segment your lead gen messaging for new visitors and returning visitors. You can even segment returning visitors by their session number too.

For example, Kerastase

  • asked new users to “Sign up to receive 10% off”
  • reminded returning users’ previous visits that “Your exclusive discount awaits – sign up to receive 10% off your first purchase”
Kerastase lead forms for new vs returning visitors
Lead capture for new visitorsLead capture for returning visitors

Segment visitors by referral source e.g. Google Shopping, Instagram or Facebook 

With Yieldify you can run different sign-up forms by segmenting your visitors arriving on your site from specific websites e.g. from:

  • one of your Facebook ads
  • a Google shopping results page
  • one of your Instagram ads

For example, Petal & Pup personalized lead capture messaging to respond to visitors from Facebook.

Petal & Pup lead form for Facebook visitors
Segmenting visitors by referral source e.g. Facebook

You can read more about Petal & Pup’s lead gen and personalization strategy in their success story. 

A/B testing and A/B/n testing

A/B testing is a must-have for any lead capture tool. If you don’t test which of your lead forms perform best, you won’t optimize your forms and you’ll miss out on opt-ins. 

Many ecommerce marketers don’t have the time or expertise to run a testing strategy in-house. If you want to improve your B2C lead generation strategy without managing the tests yourself, Yieldify’s fully managed service means you can hand over the entire A/B testing process to your account manager to run for you. 

A/B/C Testing Lead Capture
A/B/n testing your lead capture forms

With Yieldify A/B/n testing, you can test up to five different lead gen form variants against each other at the same time. That way you could A/B/n test any of the following: 

  • Copy 
  • Design 
  • Placement 
  • Audience segmentation
  • Incentive 


A good lead generation tool should make your other tools work harder too. You can integrate Yieldify with almost any provider in your tech stack. Let’s look at the most important for lead gen:

Email Service Providers (ESPs)

You can integrate Yieldify with all major email service providers (ESPs), including 

  • Klaviyo (see more on this below)
  • Salesforce Marketing Cloud
  • Bluecore
  • Drip
  • Mailchimp
  • Ometria
  • and many more – see the full list of Yieldify’s ESP integrations here

Advanced Klaviyo integration

If you’re already a Klaviyo user, Yieldify offers an advanced integration with the Klaviyo platform. Using the advanced integration, you can track any subscriber behavior on your site and send it to your Klaviyo profiles. That includes a subscriber:

  • adding items to their cart 
  • viewing their cart 
  • starting checkout
  • abandoning checkout
  • exiting a page  
  • or any custom behavior important to your remarketing segmentation
Klaviyo and Yieldify's integration
Integrate Klaviyo with Yieldify’s advanced Klaviyo integration

Yieldify’s advanced Klaviyo integration helped Busbud’s Chief Marketing Officer, Richard Cohene, increase revenues from email marketing by 46%. 

And don’t worry about your level of technical expertise – Yieldify’s team of technical account managers will handle the integration for you. 

What clients say about working with Yieldify

World-leading running brand increased leads by 3x the industry average

“Yieldify’s flexibility and breadth means we can rapidly turn ideas into action and deliver revenue growth across consumer journey touchpoints. Our account manager is a valued partner and extension of our team.”

Internationally renowned equestrian brand generated 10x more email leads per month

“Yieldify allows us to launch data acquisition campaigns quickly and easily with great results. The strategies we’ve put in place for new visitors have enhanced their customer experience to drive confidence and conversions.”

Trailblazing footwear brand increased email leads by 11%

“Yieldify’s platform and analytics take our ecommerce sales to the next level by making it easy to optimize the customer journey – increasing lead generation, conversion rates, and overall new customer revenue.”

Aggregator for intercity bus tickets generated a 46% revenue increase from email marketing

“Yieldify’s native integration with Klaviyo enables us to unify our customer experience strategy. By combining Yieldify’s personalization capabilities and Klaviyo’s email marketing, we have not only grown our CRM but also improved lead quality.”

D2C Food Subscription Service Boosted Email Leads by 700% 

“We needed an easy-to-integrate personalization platform to help our site perform and grow. Yieldify enables us to better identify and address current customers and new segments that has unlocked unlimited revenue potential.”

Leading CBD company increased email database by 39%

“Yieldify is extremely data-driven and their recommended approaches clearly perform – increasing opt-in rates, revenue per lead, conversion rates and AOV. If I had to do it again, I would have onboarded them years sooner.”

Want to find out more about Yieldify?

If you’d like a preview of how you can increase conversions on your website with Yieldify’s fully-managed, all-in-one personalization platform, feel free to schedule a discovery call here. One of our advisors will be delighted to share more.

2. Klaviyo 

Klaviyo is a self-service growth marketing platform that helps customers deliver more personalized experiences across owned marketing channels including email, SMS, web and in-app notifications. Brands typically use Klaviyo for their advanced email marketing capabilities rather than lead generation, but they do offer useful tools for email and SMS capture including targeting and triggering rules. 

With Klaviyo, customers get access to a library of templated, easily customizable signup forms, A/B testing and a user-friendly analytics dashboard. While Klaviyo is a self-service tool, there is a help center and plenty of video tutorials and written guides to educate customers on the platform. 

3. Sleeknote

Made by marketers, for marketers, Sleeknote positions itself as more than your average pop-up builder. Sleeknote is a self-service platform that drives more leads for businesses with highly targeted pop-ups designed with user experiences in mind. 

Unlike outdated and intrusive lead generation forms that aim to acquire sign-ups on website entry, Sleeknote drives users to subscriber lists with subtle and engaging techniques – such as gamification, sidebars, exit intent overlays, product giveaways and gated content. With over 1200 integrations, A/B testing and lots of pre designed templates, Sleeknote is a useful lead generation tool for scaling businesses. 

4. Sender 

Sender is an affordable and user-friendly email and SMS marketing tool for ecommerce businesses and bloggers. As with most lead generation tools, Sender customers have access to an extensive library of pop-ups and forms to drive sign ups, and the option to create your own from scratch with no coding required. 

Customers on the free, standard and professional packages are completely self-service. As well as their website help center, customers can get to grips with the platform by watching training videos on their YouTube channel. For larger businesses requiring full account management, Sender’s Enterprise package gives customers access to a dedicated customer success manager. 

5. Trustmary

Trustmary leverages the power of social proof and customer testimonials to improve lead generation. By consolidating all reviews and testimonials into a single platform, Trustmary customers can seamlessly embed both written and video reviews from customers into their email and SMS opt-in forms.

The Trustmary library of lead generation forms have already been tested and optimized on other websites. Customers can set triggering rules based on page URLs, acquisition source and UTM tags, and A/B test different reviews for maximum impact. 

6. OptinMonster

OptinMonster is a leading self-service lead generation and CRO tool which helps companies grow their email and SMS lists and increase conversions. There are more than 65 opt-in form templates available in the OptinMonster platform, and a drag-and-drop builder for customers to create sign up forms from scratch – no code required.

Every OptinMonster customer gets enrolled into OptinMonster University, which provides access to online courses, webinars, downloadable cheat sheets and more to help businesses owners, marketers and entrepreneurs grow email databases and increase conversions. 

Email Lead Generation Tools

7. Unbounce

Unbounce uses AI to create engaging landing pages that help businesses turn visitors into new email leads and long-lasting customers. With landing page solutions for PPC campaigns, social media, email marketing and more, Unbounce is a versatile tool. 

The Unbounce library is full of fully customizable and testable landing pages templates so customers don’t have to build from scratch. Unbounce is a self-service solution but existing customers can receive customer support through live chat by logging in to the platform.

8. Mailmunch

Mailmunch is a lead growth and email marketing service for bloggers, solopreneurs, startups, and enterprises. With hundreds of free opt-in and landing page templates to choose from, an intuitive drag-and-drop builder, and quick-to-launch campaigns, Mailmunch positions itself as a tool suited to all industries and verticals. 

Mailmunch customers can create a variety of forms and pop-ups to drive email sign ups, including exit pop-ups, embed forms, fullscreen covers, sidebar widgets as well as scroll box and top-bar experiences.

9. MaxTraffic

MaxTraffic is an onsite marketing solution that uses overlays, promo bars and web push notifications to grow email lists, increase average order values, drive website engagement and more. 

MaxTraffic can be integrated with any email service provider and its features include a drag and drop editor, GEO and URL targeting, A/B testing, scheduling and analytics. A limited version of MaxTraffic is available for free, and prices for the business package start at $49 per month. 

10. Thrive Leads 

For anyone looking to turn their WordPress website into a fully fledged business, Thrive Leads is a strong tool to consider. Available at an affordable price point for new companies, Thrive Leads customers can access a range of opt-in forms by adding a javascript snippet to their site.

In addition to opt-in forms, Thrive Leads has a library of 290+ landing page templates to help customers drive more leads. With an extensive knowledge base, training and webinars covering their drag and drop editor, A/B testing and analytics, Thrive Leads has plenty of content to support self-service customers.

SMS Lead Generation Tools

11. Attentive 

Attentive is a leading SMS marketing solution that empowers brands to build strong customer relationships with personalized text messaging. To drive more SMS subscribers for brands, Attentive can build opt-in forms for mobile, desktop, at checkout, on social media, email and even in-person. 

Attentive is a fully managed platform mainly serving US-based clients, providing support in strategy, design and engineering. For businesses looking to increase the size of their SMS database and remarket to subscribers with engaging, data-driven messaging, Attentive is a robust tool. 

12. SlickText

Another trusted leader in SMS marketing, SlickText helps create valuable connections with customers through targeted, action-driven text messages. By adding just one piece of code to their site, SlickText customers can grow their SMS database with website pop-ups, landing pages, social media opt-in links and more.

SlickText pop-up templates can be easily customized to align with your brand and acquire specific customer information, while targeting rules drive more leads by presenting forms to customers at exactly the right time. 


I hope this blog narrows your search for a lead generation tool that helps you hit your new subscriber goals and increase revenue from email and SMS remarketing. 

If you’d like a preview of how you can increase lead capture on your website with Yieldify’s full-service personalization platform, schedule a discovery call now. One of our advisors will be delighted to share more.

B2C Lead Generation Tool FAQs

How do you generate leads in B2C?

Most B2C companies use their ESP provider’s opt-in forms and pop-ups as a starting point for lead generation. But these forms aren’t sophisticated enough to meet new subscriber targets, so many brands turn to a B2C lead gen tool to drive more customers into their sales funnel. 

Every B2C lead gen tool is different, but a good one will help you to: 

– Increase new subscribers 
– Enrich email remarketing flows
– Gather data on your audience

Picking the right tool for your business depends entirely on your budget, expertise and goals. 

What is a B2C lead generation tool?

B2C lead generation tools help ecommerce brands drive more email and SMS subscribers into their databases – primarily using on-site signup forms. From audience segmentation to A/B testing and customizable forms, every B2C lead generation tool offers its own range of features to increase customer engagement and signups. 

How do you generate leads in B2C? 

Most B2C lead generation tools use a wide range of opt-in forms to bring more subscribers into databases, including: 

– Newsletter sign-ups 
– Discount incentive overlays
– Floating buttons
– Gamification 
– Gated content 
– Questionnaires

The 12 Best CRO Tools To Consider [2022 Update]

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If you’re in the market for Conversion Rate Optimization tools, then you’re probably lacking the bandwidth or technical expertise to increase conversions using your own in-house resources. 

Broadly speaking, conversion rate optimization tools fit into four main categories. 

  • All-in-one personalization tools 
  • User behavior analytic tools 
  • CRO testing tools
  • Single-feature tools 

The type of tool you need depends on your company goals. If you want to convert more customers into leads, then I recommend checking out our post on lead generation tools. 

Otherwise, I imagine you’re looking to turn interest into more sales, improve your return on ad spend (ROAS), increase customer acquisition, outsource your CRO strategy, reduce testing time, or upgrade your current provider. Perhaps it’s all of them. Either way, if you tick any of those boxes, you’ve come to the right place. 

What To Look For In A CRO Tool

Typical Conversion rate optimization tools will offer at least one of these capabilities: : 

  • Data-driven analytics 
  • A/B testing
  • Audience segmentation 
  • Customer feedback
  • Social proof

The features you need will also depend on your goals and bandwidth. If you want to capture data as well as run tests and launch experiences, an all-in-one personalization tool is likely to be a great fit. 

Note that with most all-in-one tools you and your team have to be closely involved in setting up and managing your CRO tests. But if you want the benefits of an all-in-one tool without actually doing the heavy lifting yourself, look no further than a provider like Yieldify that offers a fully managed service.

“The client service at Yieldify is the best I’ve experienced. Our client service agent is always dedicated to advancing our capabilities and improving conversion to achieve real results for our bottom line.”

That said, other tools may offer different features better suited to your business goals. 

For example, Qualaroo provides professional customer survey templates that help brands collect user insights across various touchpoints. If you want to gather more first-hand feedback from customers, Qualaroo is a great option. 

To summarize, here’s how customer goals align with the four categories:

  • Gather user insights, run tests and increase your conversion rate = all-in-one personalization tools 
  • Understand your website users = user behavior analytic tools
  • Improve testing capacity = testing tools
  • Target a specific aspect of CRO = single-feature tools 

Once you’ve determined your goal, you can narrow your CRO tool search. 

Disclaimer: Yieldify is our product. We’ve done our best to present the information fairly because we want to help you make an educated decision but we’re especially proud of what we offer. We’ve seen it transform conversion rates, lead generation and revenue for so many brands – large and small – all over the world. You may have seen we use the Yieldify platform and services on our own website too. Learn more here and schedule a call with an advisor

12 Best CRO Tools

  • Testing tools: Measure the impact of website changes by pitting an experiment group against a control group
  • Single-feature tools: Add a specific functionality – including chatbots and customer feedback surveys – straight to your site 
  1. Yieldify
  2. AB Tasty
  3. Dynamic Yield
  4. Hotjar
  5. Crazy Egg
  6. FullStory
  7. VWO
  8. Google Optimize
  9. Intellimize
  10. Qualaroo
  11. Chatbot
  12. Nudgify

All-in-one personalization tools

1. Yieldify

Yieldify is a fully managed end-to-end personalization platform that helps ecommerce businesses to increase email leads, and boost conversion rates and average order values by optimizing customer journeys. In the last 4 years, more than 1000 ecommerce brands in North America, Europe and Asia-Pacific have generated over $2.5 billion in extra revenue with us. If you’re lacking the bandwidth to manage a CRO tool yourself, Yieldify is probably the platform that will suit you best. 

What makes Yieldify unique? 

No time? No resources? No problem.

Yieldify takes care of the CRO optimization journey for you, from ideation to execution. Our full-service team of account managers, designers and developers handle technical setup, strategy, design, testing, analysis, and everything in between. Rated 9.7/10 for quality of support by customers on G2, you won’t find Yieldify’s market-leading service with any other provider. 

Make website changes fast – without developers

With other personalization providers, you can sometimes wait months before you run your first CRO test. With Yieldify’s easy-to-integrate tag and no-code builds, you can get your first tests live in under 14 days, and launch new ones in as little as 48 hours after that – no developers required. 

Results-driven specialists

Whether you’re in fashion, home & garden, cosmetics or another ecommerce sector, your account manager will be a CRO expert in your industry. Managing more than 1000 brands across 20 industries, including ecommerce businesses just like yours, Yieldify account managers are ecommerce marketing specialists. They could help you solve problems with your ecommerce funnel and drive an 18% CVR uplift. They could help you replicate the in-store experience online and increase CVR up to 11%.  Or they could help you build brand loyalty and improve lead conversion by 39%.

Key CRO features of Yieldify:

Data analysis and strategy

Every Yieldify CRO strategy begins with Sunburst analysis. With Yieldify Sunburst charts, your account manager will walk you through a practical, granular and ‘multidirectional’ view of your customer journeys, explaining how your users navigate your site, where they exit and why. That way, you can see what’s holding your conversion rate back and decide on the next steps to improve it.

Screengrab of Sunburst chart

For example, Brunehilde Mancino, E-Merchandising Manager at Made in Design, discovered from Sunburst analysis that a high proportion of their Pay-Per-Click (PPC) customers were bouncing. To improve conversion rates on their most expensive traffic source, they ran a USP banner campaign to highlight their product range, their customer support team, and a 10% discount code for new newsletter subscribers. The result: a 7% increase in conversion rate.

Screengrab of USP banner

In contrast, Google Analytics only provides insights on ‘monodirectional’ customer journeys – when a customer moves down the funnel from landing page straight through to purchase. But customers rarely act in this way. You could try to map the different permutations of a customer journey using Google Analytics, but that would be hugely time-consuming. Even if you did have the time, Google Analytics user flow reporting also makes it difficult to draw actionable conclusions.

Sunbursts – with 500% more data than Google Analytics – help you easily analyze:

  • Top-converting and low-converting pages
  • Acquisition source 
  • Specific events, such as adding to basket and product searches
  • Timeframes  
  • Session number 
  • Devices used 
  • Basket details 
  • Funnel depth
  • Purchase history

These insights then form the baseline of a successful conversion rate optimization strategy so that you can increase customer engagement and build long-lasting brand loyalty. 

CRO Testing 

Devising and executing a successful ecommerce testing strategy can be a considerable undertaking: you need to set your conversion goals, hypothesize which website changes might improve conversions, ideate and design test variants, then monitor and repeat your tests. 

This process can sometimes take months to manage in-house – and that’s assuming you have the expertise and capacity in the first place. 

So, if you’d like to run tests to improve your conversion rates but don’t want to manage a strategy yourself, Yieldify’s full-service team can run the entire testing process for you – from strategy to ideation, design, execution and optimization. 

Your Yieldify account manager will help you define your CRO testing goals – whether that’s growing your email and SMS lists, increasing sales or understanding your customer behavior – help you choose which tests to run to meet those goals and then set your tests running.

Let’s now look through the testing features you get with Yieldify.

Incremental testing

We typically recommend incremental testing as the first step in a CRO testing strategy. With Yieldify incremental testing, your account manager will segment your traffic 50/50 between those who see the change (the variant group) and those who see things as before (the control group). 

Measured against the control group baseline, you can then see if the new website element actually affects your conversion rate and be sure of what actually makes a difference. The control group baseline will then act as the foundation for your next tests.

Yieldify's incremental revenue model

Once an incremental test reaches confidence, you’ll see the percentage conversion difference between the control group and the variant group. For example, if variant A drives 110 conversions and the control only drives 100 conversions, your report will show you achieved a 10% uplift from variant A. The key here is transparency: Yieldify only attributes value to the extra or ‘incremental’ impact you see, not the total revenue. 

For example, Casey Sneath, Director of Ecommerce at footwear brand Rockport, wanted to drive more conversions from their product pages. She incremental tested a social proof experience that showed visitors how many customers had purchased a particular product in the last 24 hours. The result: the variant group converted 9% more than the control group.

A/B and A/B/n testing

A/B testing is one of the best ways to improve on the conversion rate of the winning variant in an incremental test. By testing the winning experience against a new variant, you can optimize performance and lift your conversion rate even higher. 

For example, outdoor specialty brand Alabama Outdoors ran an A/B test to compare conversion rates on two landing pages. Users either landed on a category page as Variant A or landed on a summer products landing page as Variant B. Both variants performed above the website’s baseline, but Variant A was the winning variant, lifting conversions by 16%compared to 10% for Variant B.

Alabama Outdoors' landing page A/B test

A/B testing is also an excellent strategy for optimizing lead capture. Many Yieldify clients A/B test two lead forms with different discount incentives to find out which one attracts the most sign-ups. 

With Yieldify A/B/n testing, you can run CRO tests with up to five variants plus a control group. As long as your site gets over 100,000 monthly sessions, you can run A/B/n tests to identify the best messaging, creative or position for a campaign among several variants in a single test.

Example of an A/B/n test

Since every additional variant gives you deeper user insights, A/B/n testing helps you form a deeper understanding of what works on your site and what doesn’t. You can then form broader hypotheses on the right messaging and tactics to drive more conversions – which you can apply to long-term CRO decision-making.

Incremental, AB & A/B/n testing reporting

Your Yieldify account manager will monitor your CRO tests and can schedule automated, easy-to-understand reports at a cadence that suits you – whether daily, weekly or monthly. 

Let’s look at three of the key features of Yieldify testing reporting: 

1. Same-session attribution

Many CRO tools use user attribution to validate the performance of CRO tests. This means that a visitor only needs to see a variant once to count as a conversion – even if they convert in a different session when they’re in the control group. The issue here is that user attribution can give an inflated impression of how much a variant affects your conversion rate. 

With Yieldify, you get same-session attribution, which in our view is a more transparent approach to validating test performance and makes for more reliable data. If a user sees the CRO variant but converts in a later session when they’re in the control group, the control group will take the credit for that conversion, not the variant. If a user views the variant and converts in the same session, that’s when the variant group gets the credit for the conversion. 

2. Purchase Indicators

Ecommerce customers perform lots of ‘micro conversion’ behaviors such as opting in to your newsletter, creating an account or adding items to cart before and after they place an order. With Yieldify’s Purchase Indicators you can track, measure and report changes in any of these behaviors to get a more nuanced view of how your A/B and A/B/n tests are influencing customer activity. 

For example, with an “add to basket” indicator you can understand whether a “View Sale Items” notification influences customers to add items to basket. With a “create account” indicator, you can see if a “Create Free Account” banner increases new account creations.

In summary, Purchase Indicators help you measure the performance of campaigns where the immediate goal isn’t to drive more revenue, AOV or sales (aka ‘macro conversions’). 

3. Performance predictor

With Yieldify’s Performance Predictor, you can see within 2 weeks how an A/B/n test variant is likely to affect CVR. By catching negative performance within two weeks of starting a test, you can end a test early, cut your losing variants and optimize for better performance with a new variant faster. 

Personalization functionality for CRO 

Yieldify offers a range of features to help you combat common conversion rate problems including cart abandonment, high bounce rates, customer hesitancy, low brand awareness, and delivery and payment concerns, such as: 

  • Social proof 
  • Traffic shaping 
  • USP banner
  • Exit intent overlay
  • Toaster
  • Countdown timer 
  • User-generated personalization
  • Anti-price comparison 
  • Tab change notification

Designed to educate customers on your company values, drive urgency, reduce hesitation, validate choices and improve website experiences, these experiences help ecommerce brands drive more conversions. 

Clarins' virtual consultation overlay

For example, Amy Scroope, Ecommerce Manager at Clarins, learnt that bounce rates on their category pages were high because customers had too many products to choose from. To bring bounce rates down and push conversions up, her account manager created a ‘journey shaping’ experience, offering users the chance to book a virtual consultation with a Clarins beauty consultant in a few clicks. The campaign resulted in a conversion rate uplift of 11%.


Before you commit to any CRO tools, it’s important to know which providers integrate with your current tech stack. Not only is this important for website functionality, but a good conversion rate optimization tool will make your other tools work harder. For example, Yieldify’s integration with Klaviyo, the award-winning ESP provider, helped Busbud’s Chief Marketing Officer, Richard Cohene, increase revenues from email marketing by 46%. 

List of Yieldify's integrations

And don’t worry about your level of technical expertise – our team of technical account managers are well versed in integrations and will complete 100% of the work.

View all of Yieldify’s partners and integrations.


At Yieldify, we process all customer and company data in line with GDPR and CCPA. With password encryption, multi-factor authentication and regular hack testing, the information in your Yieldify dashboard is secure.

Success Stories

Trailblazing footwear brand increased conversions up to 11%

“Yieldify’s platform and analytics take our ecommerce sales to the next level by making it easy to optimize the customer journey – increasing lead generation, conversion rates, and overall new customer revenue.”

Award-winning makeup brand lifted lead conversion by 39%

“I’ve worked with Yieldify for 3 years and believe they have the best-in-class personalization and conversion rate optimization platform. With Yieldify, we increase average order values, promo engagements, conversions rates and improve our customer experience.”

Designer furniture company lifted conversions up to 18%

“Thanks to Yieldify, we’re able to set up and test highly personalized campaigns, improve customer journeys and successfully lift conversions.”

International food and nutrition brand lifted conversions by 93%

“Yieldify’s excellent analytics, brilliant software, and crafted customer experiences in conjunction with their stellar services team have enabled substantial growth of our online business. The flow-on effect is significant too.”

No-fee credit card increased customer acquisition up to 10%

“Yieldify has been a key partner for several years. Throughout our partnership their client service teams have always been extremely responsive and proactive, finding creative solutions to our challenges and consistently improving conversions. Thank you!”

European travel company achieved a 144% conversion rate uplift 

“Yieldify’s deep insights, testing capabilities, expertise, and ability to personalize experiences at the right times through the conversion funnel help Homair improve bookings”

Want to find out more?

If you’d like a preview of how you can increase conversions on your website with Yieldify’s fully-managed, all-in-one personalization platform, feel free to schedule a discovery call here. One of our advisors will be delighted to share more about increasing your conversion rates.

2. AB Tasty

AB Tasty is a customer experience optimization platform that helps brands develop their CRO strategy across all of their digital channels. As well as improving conversion rates, AB Tasty campaigns are designed to manage other ecommerce goals, such as AOV, CTR and revenue impact. 

The self-serve platform is user-friendly, making it a good option for non-technical ecommerce teams who are lacking coding expertise. AB Tasty regularly updates the platform in response to user feedback and has a support team in place to respond to customer queries. On the flip side, AB Tasty’s reporting suite is not the most intuitive or quickest to update, while clients have also experienced issues with exporting the data. 

3. Dynamic Yield

Dynamic Yield is an all-in-one, self-serve personalization platform and CRO tool that helps brands to create end-to-end customer experiences. Using an AI-powered prediction engine, Dynamic Yield delivers individualized product and content recommendations and other personalized experiences across the web, email, mobile apps and advertising. Dynamic Yield offers a broad range of personalization tools to boost CRO, but its product recommendation capabilities are up there with the strongest on the market. 

Though Dynamic Yield is a self-serve conversion optimization tool, their support team introduces clients to the platform during onboarding. They also have documentation, website resources and a live chat function to help clients should they encounter any problems. For ecommerce managers, it’s worth noting that it’s difficult to set up A/B tests with Dynamic Yield without coding experience. 

User behavior analytics CRO tools 

4. Hotjar

Hotjar is a product experience insight tool that gathers data on user behavior and connects the dots between what’s happening to a brand’s product and why. On a macro level, Hotjar presents insights in easily digestible heatmaps to give brands an overview of user behavior. But one of Hotjar’s most compelling offerings is user recordings.

Through Hotjar it is possible to watch playbacks of users interacting with a website or product, giving brands a clear picture of where improvements need to be made. For product managers and designers, Hotjar is a great tool for observing and responding to patterns of user behavior. 

HotJar is also one of the leading heatmapping tools with a free, but limited version available so you can examine user flow and user interactions. You can also create feedback forms to show to website visitors of specific pages.

A downside to Hotjar is that it doesn’t currently have an A/B testing feature, though it does have integrations with three A/B testing providers, Optimizely, Google Optimize and Omniconvert.  HotJar is an example where you may need to use multiple CRO tools together to get the maximum impact of the data collected.

5. Crazy Egg

Crazy Egg is a user optimization tool offering a variety of features to help ecommerce businesses understand how people interact with their websites. Crazy Egg offers a similar range of features to Hotjar – including heatmaps and user recordings – but also provides an A/B testing tool that can be used to analyze the effectiveness of different headlines, copy and product descriptions on websites, web apps and mobile experiences. 

While the A/B testing feature gives Crazy Egg a differentiator from Hotjar, their USP is heatmaps which they call Snapshots. Snapshots are available in five different reports to show where users are clicking, who is clicking, how much they’re clicking, what elements they’re clicking (as a %) and how far they’re scrolling.

6. FullStory

FullStory is a digital experience intelligence tool built for product teams to acquire in-depth insights on user behavior. Data is updated in real-time, automatically indexed and presented in heat maps, click maps and scroll maps to provide a visual representation of how users interact with websites. 

FullStory helps brands identify bugs, optimize low-performing pages and understand what’s working well, providing a framework for UI and UX teams to action changes that increase website conversion rates. Like Hotjar and Crazy Egg, FullyStory also provides full-session recordings of user navigation.  

CRO testing tools 

7. VWO Testing

VWO Testing is a web testing platform that optimizes customer experiences and increases conversion rates through a wide variety of AI-powered tests. VWO Testing’s platform has been intelligently designed for both non-technical users and developers. No coding experience is required to launch tests on the platform, but there is a “code-only” mode for developers wanting to run more complex tests on site. 

One of VWO Testing’s best features is their AI-powered, Bayesian-based copy generator, which intuitively suggests changes to CTAs, product descriptions and headlines and tests them against one another to find the highest converting variant. The tool is available as a self-service or serviced package depending on your business needs and budget. 

8. Google Optimize 

Google Optimize is a website testing tool that runs A/B tests, multivariate tests and redirect tests. Due to its integration with Google Analytics, it’s possible to segment audiences and serve experiences to a specific group of users. 

One of the main attractions of Google Optimize is its accessibility. It is completely free to use, making it a great option for smaller, low-budget teams who are new to CRO testing tools. As a free tool, it’s no surprise that Google Optimize comes with several limitations. For companies requiring more advanced and sophisticated testing needs, Yieldify is likely to be more suitable.    

9. Intellimize

Intellimize is an AI-powered CRO tool designed for marketers who want to simultaneously test their creative ideas and uncover the most effective messaging, content and experiences. Using machine learning, Intellimize runs combinations of experiences and learns what converts, drawing on data including location, device type, time of day, day of the week, and traffic source. 

Once the best-performing variant has been identified by the test, the experience will appear to 100% of users. There is no page coding required to launch tests but Intellimize has a support team, which is highly rated by clients, in place to launch more complex tests. 

Single-feature CRO tools 

10. Qualaroo

Qualaroo is a user feedback and survey tool that helps companies gather valuable insights and dig deeper into customer motivations. Qualaroo uses surveys called Nudges to collect in-depth user insights across various touchpoints. The platform is incredibly simple to use and, owing to their collection of inbuilt professional templates, customers can get setup and launch their first surveys within minutes.

11. Chatbot 

Chatbot is a CRO tool that helps companies to build and launch conversational chatbots without coding. With the capacity to help an unlimited number of customers in real-time, providing 24/7 support and instant answers to common questions, Chatbot eliminates the need to hire multiple support agents. 

Using AI-powered algorithms, Chatbot is constantly gathering data that improves customer responses over time, boosts website conversions and nurtures strong relationships with potential leads. Chatbot is available on various platforms including Facebook Messenger, Slack, LiveChat and WordPress – thanks to its one-click integration. 

12. Nudgify

Designed to turn browsers into buyers, Nudgify is a social proof tool capable of turning any data into social proof messaging in real time. Depending on the pages you’re looking to optimize, Nudgify can send social proof notifications based on stock scarcity, product popularity, visitor count, customer reviews, delivery incentives and more. 

By validating customer choices, driving urgency and reducing hesitancy, Nudgify has a powerful impact on customers and is a solid tool for ecommerce marketers aiming to increase conversions and sales. 


I hope this blog helps you find a CRO tool that brings you closer to your customers, uncovers your website’s strengths and weaknesses and, most importantly, increases conversions and ROI. 

If you’d like a preview of how you can increase conversions on your website with Yieldify’s fully-managed, all-in-one personalization platform, feel free to schedule a discovery call here. One of our advisors will be delighted to share more about increasing your conversion rates.

CRO Tools FAQs

What Is A CRO Tool?

CRO tools to increase conversion rates on their websites. If you’re an ecommerce marketer, a good CRO tool will help you gather audience insights, test hypotheses and increase conversions at each stage of the customer journey.

What are CRO techniques? 

CRO techniques are used by digital marketers and product managers to increase website conversion rates. There is no one-size-fits all CRO technique, but every technique will help you optimize your website to streamline the customer experience and drive more conversions.

Here are some of the most commonly used techniques: 
– User behavior analytics 
– A/B and multivariate testing 
– Social proof messaging
– Product recommendations 
– Live chat bots
– Customer surveys

How can I improve my website CRO?

You can improve your website’s conversion rates by analyzing user data and testing hypotheses. However, implementing a CRO strategy in-house requires lots of bandwidth and coding expertise that many businesses don’t have. For that reason, using a website personalization tool like Yieldify is typically the most practical and cost-effective way of increasing website conversion rates.

If you’d like a preview of how you can increase conversions on your website with Yieldify’s fully-managed, all-in-one personalization platform, feel free to schedule a discovery call here. One of our advisors will be delighted to share more about increasing your conversion rates.