Basic lead generation

Our basic lead generation widget is available to all partners. It’s quick and easy to set up and start generating leads.

Setting up basic lead generation

In order to set up lead generation, you must be the account administrator.

Lead generation settings and dashboards can be found under your user menu in the top right.

Add your first lead gen widget

Pay as you go customers can add up to 3 lead generation tools 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.

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