Design your Lead Capture Widget by creating a custom widget skin. Customize the widget skin to choose the information to collect from clients when staff members manually add a new lead.
Key tips
Any design changes made to Lead Capture Widget skins won’t be displayed on Presence websites. Widgets on Presence websites match the customized website design.
Google and Facebook analytics tracking for your Lead Capture Widget are enabled from the Client Portal settings.
All New clients that sign up through the Lead Capture Widget are automatically assigned a Prospect client type in your business. When a free Purchase Option is offered to clients who sign up through the Lead Capture Widget, it is displayed on the Activity page on the client’s profile along with the name of the Lead Capture Widget.
After a prospect submits the lead form, you can show a thank you message, redirect them to another page, or do both (the message appears briefly before the redirect). When only a message is selected, they remain on the same page.
Create or modify a Lead Capture Widget skin
To create or modify a Lead Capture Widget skin:
Open the App Drawer
then click View All > Setup > Website Widgets > Lead Capture.
On the Lead Capture page, create or modify a skin:
For basic options, use the options under Predefined skins. For more customization options, use the options under Your skins.
To create a new skin, click Add Skin.
To modify an existing skin, click the skin you want to modify in the list.
Enter the Widget Name.
If you selected options under Your skins, choose whether your Business Logo is displayed, whether Staff members can use this form when using the Add Lead button in the staff backend, and whether submitting information through the widget causes the system to Send new leads the Welcome notification.
Choose which, if any, Purchase Option is awarded to the lead after submitting the form.
Determine which Fields are displayed and required by setting Display to ON or OFF and selecting or clearing the Required checkbox.
Review your changes and adjust the design in the Live Preview.
Click any element in the preview to change the Text, Field Font, and Background.
On the side menu, click Embed and enter a Thank You Message.
Enter a Redirect URL to send prospects to another webpage after they submit the form (Optional; when left blank, prospects stay on the current page). Choose to open the redirect URL in A new tab or The same tab.
Embed the code on your website or Facebook page. For more information, see Embedding a widget or widget button into your website.
Click Save.