How Do I Create and Manage Lead Widgets? – iClassPro Support

A lead widget is a short contact form. Visitors fill it in on your Customer Portal or your own website, and each one becomes a lead for you to follow up.

Note

Lead Widget shows in Settings only when your account has the Growth Engine add-on. Don't see it? Contact your account representative.

Open the Lead Widget settings

In the top-right corner, select the person icon to open your user menu. Select Settings.
In the left-hand menu, select Customer Portal, then Lead Widget.
Choose the tab for the kind of widget you want to work on.

Customer Portal tab — one widget for each Location, made for you. It floats in the corner of your Customer Portal.
Custom tab — widgets you build for your own website or landing pages.

Turn on a Customer Portal widget

Each Customer Portal widget starts turned off.

Select the Customer Portal tab. Each active Location has its own row.
In the Location's row, find the Status column at the right end. Switch the toggle to Enabled. The change saves right away.

✓ You're all set. The widget now shows on that Location's Customer Portal.

To change what the widget says or how it looks, select the Location name. Then see Edit Widget settings below.

Create a widget for your website

Select the Custom tab. Select Create Widget to start a new widget. (With no widgets yet, the button reads Create Your First Widget.)
In Widget Name, type a name staff will know it by.
In Location, choose the Location its leads go to.
In Widget Type, choose Floating Widget for a chat bubble in the corner, or Inline Form for a form inside your page.
Under Choose a design, select a template. Inline widgets have two more templates than floating ones.
Select Continue to open the Edit Widget screen.
Change any settings you want, then select Save to create the widget.
Scroll to the top of the Edit Widget screen. Next to Save, select Get Embed Code. Then select Copy Code to copy the code for your website.

✓ You're all set. Paste the code into your website, as shown below. The widget shows as soon as the code is on the page.

Where to paste the code

Floating Widget — in the body or footer of your website.
- On an iClassPro Integrated Website: More (...) > Settings > Head HTML.
Inline Form — on the page, where the form should appear. Paste the whole block, including the <div> around the script. Its id must start with lcw-.
- On an iClassPro Integrated Website: Widgets (+) > HTML.

Note

Custom widgets have no on/off switch. To stop showing one, take its code off your website or delete the widget.

Edit Widget settings

Select a widget's name to open the Edit Widget screen. Settings are on the left and a preview is on the right. The phone, tablet and desktop icons above the preview show each screen size. Select Save when you're done.

Every form also asks for First Name, Last Name, Email, Phone and Message. Visitors must fill in all five. You can't change or remove them.

The boxes below match the screen, top to bottom.

▶ Style

▶ Widget Type

Custom widgets only — Floating Widget or Inline Form.

Customer Portal widgets are always floating.

▶ Template

The design. Floating widgets have Simple, Modern and Minimal.

Inline forms also have Horizontal (fields in a row, good for banners) and Split (two columns with a branding area).

▶ Widget Position

Floating widgets only — which bottom corner of the page the chat bubble sits in.

▶ Form Icon

The icon on the chat bubble and the form.

▶ Choose Color

Custom widgets only — pick the Primary, Secondary or App color from your Customer Portal brand settings, or select the + circle to pick your own.

Customer Portal widgets take their color from your Customer Portal brand settings.

▶ Content

▶ Welcome Message

Floating widgets only — a short message shown above the chat bubble before it opens.

▶ Heading

The title at the top of the form.

▶ Subheading

A line of text under the heading.

▶ Optional Fields

Two extra questions you can add to the form. To learn how they work, scroll down this article to the heading Ask how visitors found you and what they want.

▶ Button Text

The words on the submit button.

▶ Legal Message

The text next to the consent checkbox on the form.

▶ Consent Checkbox

Checkbox checked by default starts on. While it is on, the consent box on the form starts checked.

▶ Submission (what visitors see after they submit)

▶ Title

The heading visitors see after they submit the form.

▶ Message

The text under that heading.

▶ Icon

The icon on that screen.

Ask how visitors found you and what they want

Each widget can ask two more questions. Both start off. Turning a question on for one widget doesn't turn it on for any other.

Open the widget's Edit Widget screen and select Content on the left.
Under Optional Fields, check Enable "How did you hear about us?" to add that question. Greyed out? You first need at least one Referral Source that is active and shown to customers.
Check Enable "What are you interested in?" to add that question. Every choice under it is checked for you. Uncheck any you don't want on this widget.
Scroll to the top of the screen and select Save to add the questions to the form.

Here's how each question works on the form.

How did you hear about us?

Visitors must pick one answer.
The list is your Referral Sources that are active and shown to customers. Set them up under Family Settings.
- Every widget shows the same list.
- iClassPro's System Generated Sources never show.
You can't turn this on until you have at least one of these Referral Sources.
If marketing tracking already knows where the visitor came from, the question is hidden. iClassPro saves that source for you.

What are you interested in?

Visitors must pick at least one answer. They can pick more than one.
Choices:
- Classes, Events and Other — always available.
- Appointments — only with the Appointments add-on.
- Parties — only when the widget's Location has the Parties add-on.
Unchecking every choice turns the question off.

Where the answers go: the new lead's profile, on the Preferences tab, as Lead Source and Interested in. Staff can change them there. See What is the LEADS Page? for lead profiles.

See what a widget has collected

In the top-right corner, select the person icon to open your user menu. Select Settings.
In the left-hand menu, select Customer Portal, then Lead Widget.
Select the Customer Portal or Custom tab. The table shows these columns for each widget.

Loads — times the widget loaded on a page.
Starts — times a visitor started filling it in.
Submissions — forms sent. Select the number to open the list.

The Submissions list shows the date, name, email, phone and both optional answers. Select a row to see the message and the page it came from. Each submission also adds a lead to the Leads page for the widget's Location.

More things you can do

▶ Show all 7 options

▶ Put a Customer Portal widget on your own website

On the Customer Portal tab, select the code icon (</>) at the left end of the Location's row.
Select Copy Code, then paste the code into your website.

The widget uses the same settings as on your Customer Portal. It shows only while its Status is Enabled.

Its Loads, Starts and Submissions are added to the portal widget's numbers. For separate numbers, duplicate it as a custom widget instead.

▶ Copy a widget as a new custom widget

Open the widget's Edit Widget screen. Save any changes first.
In the top-right corner, select the Duplicate icon (two overlapping squares).
Type a Widget Name and choose a Location.
Select Create Duplicate to make the copy.

The copy is always a custom widget, with every setting and the color. This is the quickest way to put a Customer Portal widget on your website with its own numbers.

▶ Copy settings to other widgets

Open the widget's Edit Widget screen. Save any changes first.
In the top-right corner, select the Copy icon, just to the left of Duplicate.
Check the widgets to copy to, or Select All.
Select Copy Settings to update them.

Colors aren't copied. You can only copy to widgets on the same tab.

▶ Delete or bring back a custom widget

On the Custom tab, select the trash can icon at the left end of the widget's row.
Confirm to delete it. Its code stops working on your website.

To bring it back, select Show Deleted Items, then the Restore icon (a curved arrow) on its row.

Customer Portal widgets can't be deleted. Turn them off with the Status toggle instead.

▶ Match Customer Portal widgets to your brand colors

On the Customer Portal tab, select Sync Colors. Every Customer Portal widget takes its Location's Secondary color from your Customer Portal brand settings.

▶ Use more than one widget on a page

You can. For example, one floating widget and one inline widget, several inline widgets, or widgets for different Locations.

▶ How the form fills itself in

On the Customer Portal, a signed-in guardian's name, email and phone are filled in for them.

Anywhere else, the visitor's browser remembers what they typed. Their name, email and phone are filled in on their next visit.

Troubleshooting

▶ Common Questions

▶ Why don't I see Lead Widget under Customer Portal in Settings?

Lead Widget shows only when your account has the Growth Engine add-on. Contact your account representative if you think it should be on.

▶ Why isn't my widget showing on the Customer Portal?

Check the Status column on the Customer Portal tab. Customer Portal widgets start Disabled. Switch the toggle to Enabled.

▶ Why is "How did you hear about us?" greyed out?

You need at least one Referral Source that is active and shown to customers. Add or update one in Family Settings, then come back.

▶ Do older leads get the new answers?

No. Leads created before these questions existed are not updated.

▶ Can families use these widgets in the app?

No. Lead widgets aren't in the iClassPro app or a Branded App.