Creating or modifying a Lead Capture Widget skin

You can design a custom Lead Capture Widget by creating a custom widget skin. The custom widget skin can also be set to determine what information must be collected by clients when staff members manually add a new lead. For more information about widgets and customization, see Widget Overview.

NoteWhen a new client signs up through the Lead Capture Widget, a prospective client type is created in WellnessLiving. If you choose to offer a free Purchase Option to clients who sign up through the Lead Capture Widget, the free Purchase Option will be displayed in the activity page of the client profile along with the name of the Lead Capture Widget.

To create or modify a Lead Capture Widget skin:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Website Widgets.
  4. On the Website Widgets menu, click Lead Capture.
  5. On the Lead Capture  page, create or modify a skin:
    • To create a new skin, click +ADD SKIN.
    • To modify an existing skin, click the skin you want to modify in the list.
  6. Using the wizard that is displayed, configure the widget:
    1. On the Structure tab, configure the structure of the widget, and then click NEXT. For details, see Items on the Lead Capture Widget structure page.
    2. On the Design tab, make changes to the design as required, and then click NEXT. For details, see Items on the custom widget design page.
    3. On the Embed code tab:
      1. If you are creating a new widget, click CREATE A NEW WIDGET.
      2. In the Free Purchase Option list, select a Purchase Option that will be offered for free to clients who use the Lead Capture Widget.
      3. Set the Use this widget for the Add Lead form option to ON to use this skin when manually adding a new lead.
      4. Embed the required code into your website. For details, see Embedding a widget into a website.
  7. Click SAVE.
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