This article will guide you through adding an Add Prospect Widget to your website. This way prospects/leads that visit you site can be added directly into your ClubReady site.
Please Note:
- Knowledge of HyperText Markup Language (HTML) will be helpful in adding a Prospect Widget to your website.
1. Accessing the Widget Settings: Navigate to Setup > Misc. Setup > Add Lead API > API. On this page you may select a few settings:
- Prospect Type: What prospect or lead type will your prospects added via the API be classified as.
- Welcome Email:If you would like to send a custom welcome email you
- Free Package: A free package may be added to your leads. You will be able to select from any $0 standard price sales package that you have already created.
2. Accessing the Widget Settings To Add To Your Website: Navigate to Setup > Misc. Setup > Add Lead API. Click on the Widget tab. Options include:
- Optional Return Page On Your Site: Enter in the link to a page on your website that will appear after someone has completed the Add A New Prospect form. If this is left blank then a generic thank you message will be displayed.
- Include Referral Type List?: A list of your referral types can be displayed by clicking Yes or No.
- Save Phone to which field?: Select either Home Phone or Cell Phone for the new prospect's phone number to be saved under.
- Send The Club A Notification Email To: This setting is now found under Setup > Communication > Internal Reports.
To save your changes click on Update. The HTML code to copy and paste into your club website is displayed at the bottom of this page.
3. Inserting Widget Code Into an HTML Page: Below is a Notepad document containing the minimal HTML code necessary to display this widget in a web browser.
The code copied from the widget page in step 1 is pasted directly into this document and then saved as an html file (AddProspectWidget.html)
NOTE: A new page is not necessary for this widget to work. You can paste this code into any existing webpage and save it.
4. Viewing the Prospect Widget In A Web Browser: Here is the file from step 2 loaded into a web browser. This can be done by using the file command or uploading this file to your website and then typing in the address to access it.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup : Can access setup
- Club Setup: Can access external lead widget setup