Self-serve lead generation

Start generating leads quickly and easily with our self-serve lead generation feature. Simply configure your white labelling and drop our code into your landing page. Your customers will be able to submit their details and in return receive a digital marketing audit via email. You'll get an instant notification via email so that you can call them back and close the deal.

In order to set up lead generation, you must have admin access.

Lead generation settings and dashboards can be found under the Lead generation option in the left nav.

Starter tier customers have access to one lead gen widget and Growth customers can add up to 3 lead generation widgets with different messaging and settings. This can be used to set up different journeys for different campaigns.

Once you’ve created your widget you can customise it extensively using the available settings.

Don’t forget to set your sales inbox so you get notified by email when new leads come in.

Before you go live, preview your widget and make sure it looks how you want it to.

Grab the code and drop it onto your site where you want it to appear.

Once live, you can get stats about the success of your lead gen widget by hitting the chart button.

You can see how the self-serve lead gen widget looks on our demo page->

Try the Demo widget

Set tracking fields

You can track your own arbitrary details (such as UTMs, tracking IDs, or anything) by using our Custom udit Fields.

If you want to track a field, you first need to add a hidden field to your form:

Go to the Form settings, and navigate to "Custom fields collection". Add a field for your custom tracking ID, and set the field type to "hidden":

Then, from within the widget code, you can pass the tracking field:

lead_generation_widget.setCustomField('custom_tracking_id', 'myvalue');// This call needs to always go after the options have been setlead_generation_widget.getForm('myFormId');

Dynamic widget appearance

You can override the look of the lead gen widget by passing options in code. This is useful if you want to embed the same widget on multiple landing pages and have each one with different branding.

We support the following options to override the widget settings:

lead_generation_widget.setHeading(string);lead_generation_widget.setButtonText(string);lead_generation_widget.setIsTransparentBackground(bool);lead_generation_widget.setBackgroundColour(string); // hex colourlead_generation_widget.setBrandColour(string); // hex colourlead_generation_widget.setSuccessMessage(string);lead_generation_widget.setShouldAutoResizeHeight(bool);lead_generation_widget.setWidgetHeight(int); // pixelslead_generation_widget.setUseFullWidth(bool);lead_generation_widget.setWidgetWidth(int); // pixels// This call needs to always go after the options have been setlead_generation_widget.getForm('myFormId');

Preview mode

If you want to embed your form as a preview, without it tracking as a lead, and without having the ability to fill it in and interact with it (e.g. to embed inside your CMS as a preview) then you can set the preview mode to true:

// Disable impressions tracking and form submissionslead_generation_widget.setPreviewMode(true); // The call to get form always needs to at the endlead_generation_widget.getForm('myFormId');