We are super excited to introduce the new widget creation and embedding process in the Prospecting Tool. This update allows agencies to create a customisable lead generation widget and easily embed it into their websites, enhancing their ability to capture and convert leads efficiently.
šKey Feature:
- š ļø Customisable Design:Ensure the widget seamlessly integrates with your websiteās look and feel with our widget editor. Users can customise the Layout, Background and Theme.
- š§© Easy Integration:Embed the widget on any page or section of your website with straightforward steps.
- šÆEnhanced Lead Management:Monitor and manage leads directly from the Prospecting Tool Dashboard.
š How to Use Prospecting Widget for Lead Conversion:
1. āš¼ Create the Widget in the Prospecting Tool
- Navigate to the Widget Creation Section: Go to the section within the Prospecting Tool where you can create new widgets.
![Screenshot 2024-07-05 at 6](https://canny.io/images/d90a154dd75ad5db5dcb155772de5962.png)
2. šØ Customise the Widget:
- Form Customisation:Adjust the form heading, colours, and background to match your websiteās aesthetics.
![Screenshot 2024-07-05 at 6](https://canny.io/images/e872befe8652b2b6342dd30711d632aa.png)
- Theme Selection:Choose between a light or dark theme for your widget.
![Screenshot 2024-07-05 at 6](https://canny.io/images/fcad89d1777f8465d073e452a86143e8.png)
- Settings:Obtain your widget code from the settings section to embed it in your
prospect website.
![Screenshot 2024-07-05 at 6](https://canny.io/images/68b7f00e1e2eeb31050b67df181ddec2.png)
3. </> Embed the Widget in Your Website
Once you are satisfied with the widget design and settings, generate the embed code in the settings tab.
4. š Monitor Leads in the Prospecting Tool Dashboard
- Log in to the Prospecting Tool Dashboard:Access your Prospecting Tool account.
- View Lead Details:Navigate to the prospect dashboard to view the details of the leads who filled out the widget form. Leads will have a "Forms" tag across their name.
- Connect with Leads:Use the contact information and business details provided by the leads to reach out and convert them into successful clients.
![Screenshot 2024-07-05 at 6](https://canny.io/images/af67b084e049a2c9c6bff9067ad7fc05.png)
Note:
- Currently, an agency can create only one widget in the Prospecting Tool.
- This feature is currently exclusive for our premium plan users.
To Know more about how to use this feature, click here š
If you have more ideas for our Prospecting team, do leave them in our ideas boardš”