Our self-serve lead generation widget is available on the starter and growth plans. If you're an Enterprise partner, check out our bespoke 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.
Setting up self-serve lead generation
In order to set up lead generation, you must have admin access.
Lead generation settings and dashboards can be found under your profile picture in the top right.
Add your first lead gen widget
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.
Changing widget settings
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.
Embed the code on your landing page
Grab the code and drop it onto your site where you want it to appear.
Understand how it’s performing
Once live, you can get stats about the success of your lead gen widget by hitting the chart button.
Want to see what it looks like?
You can see how the self-serve lead gen widget looks on our demo page->
Advanced options
Set tracking fields
You can track your own arbitrary details (such as UTMs, tracking IDs, or anything) by using our Custom Report 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 set
lead_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 colour
lead_generation_widget.setBrandColour(string); // hex colour
lead_generation_widget.setSuccessMessage(string);
lead_generation_widget.setShouldAutoResizeHeight(bool);
lead_generation_widget.setWidgetHeight(int); // pixels
lead_generation_widget.setUseFullWidth(bool);
lead_generation_widget.setWidgetWidth(int); // pixels
// This call needs to always go after the options have been set
lead_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 submissions
lead_generation_widget.setPreviewMode(true);
// The call to get form always needs to at the end
lead_generation_widget.getForm('myFormId');