New Widget Creation and Embedding Process for Efficient Lead Management

We are thrilled to announce the new feature that enables the creation and embedding of widgets in the Prospecting Tool. This update gives agencies the capability to craft a customisable lead generation widget and easily incorporate it into their websites, thereby increasing their lead capture and conversion efficiency.

πŸš€ Notable Feature:

πŸ› οΈ Adaptable Design: Our widget editor allows for a widget that smoothly integrates with your website’s aesthetics. You can modify the Layout, Background and Theme to meet your specific needs.

🧩 Simplified Integration: Easily incorporate the widget on any webpage or section with the help of straightforward steps.

🎯 Advanced Lead Management: Oversee and control leads directly via the Prospecting Tool Dashboard.

πŸ”‘ Approach to Use Prospecting Widget for Lead Conversion:

1. ✍🏼 Develop the Widget in the Prospecting Tool

Navigate to the location in the Prospecting Tool where you can establish new widgets.

2. 🎨 Customise the Widget:

Form Customisation: Modify the form heading, colours, and background so it complements your website’s aesthetics.

Theme Selection: Decide on a light or dark theme for your widget.

Settings: Get your widget code from the settings section to incorporate it in your prospect website.

3. Embed the Widget in Your Website

After finalising the widget design and settings, generate the embed code in the settings tab.

4. πŸ”Ž Oversee Leads in the Prospecting Tool Dashboard

Log in to the Prospecting Tool Dashboard: Access your Prospecting Tool account.

See Lead Details: Go to the prospect dashboard to scrutinise the details of leads who’ve filled out the widget form. All leads will have a “Forms” tag across their name.

Connect with Leads: Use the provided contact information and business details to reach out to leads and convert them into successful clients.

Note:

– Currently, an agency can develop only one widget in the Prospecting Tool.

– This feature is presently only available for our premium plan users.

If you wish to understand more about how to utilise this feature, follow the link to our help page. For innovative ideas for our Prospecting team, feel free to leave them on our ideas board.

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