Manage your Lead Capture Widget

In this article, you will learn how to design a custom Lead Capture Widget skin using a streamlined interface and real-time preview. This lets you create a professional-looking lead capture form for your business, helping you attract more leads and maintain consistent branding. Business owners and staff members with appropriate permissions can configure these settings.

To change what staff see when adding a lead from the Staff Back Office, see Add a new lead and manage the Add Lead form.

Key tips

• Widgets embedded on Presence websites automatically adopt the Presence website's design, overriding any custom skin styling configured here. Only structural changes to Lead Capture Widget skins are displayed. Styling overrides won't apply.
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• Google and Facebook analytics tracking for your Lead Capture Widget are enabled from the Client Portal settings.
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• All new clients that sign up through the Lead Capture Widget are automatically assigned a Prospect client type in your business. When a free Purchase Option is offered to clients who sign up through the Lead Capture Widget, it is displayed on the Activity page on the client's profile along with the name of the Lead Capture Widget.
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• After a prospect submits the lead form, you can show a thank-you message, redirect them to another page, or do both. When both are configured, the thank-you message appears immediately and the redirect happens after a 2-second delay. When only a message is configured, the prospect stays on the same page.
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• If you have unsaved changes, a You have unsaved changes notice is displayed at the bottom of the page. Make sure to save before leaving the page.
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Create or modify a Lead Capture Widget skin

To create or modify a Lead Capture Widget skin:

1. Open the App Drawer then click View All > Setup > Website Widgets > Lead Capture.
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2. 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.
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3. Enter the Widget Name in the page header.

4. Configure your widget settings using the collapsible sections in the settings panel on the right side of the page. Click any section heading to expand it:

   • Lead form behavior

   • Form settings

   • Styling
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5. Use the Live Preview on the left side of the page to see your changes in real time. Click the device buttons to switch between desktop and mobile views, or click Open in full screen to view the widget in an overlay at full size.
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6. When you're done, click Save.
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Settings panel

All widget settings are organized into collapsible sections in the right-side panel. Each section is collapsed by default. Click a section heading to expand it.

Lead form behavior

• Show business logo — Set to ON to display your business logo at the top of the widget.
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• Send the Welcome notification when this form is submitted — Set to ON to automatically send a welcome email to new leads after they submit the form.
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• Automatically give a Purchase Option when this form is submitted — Set to ON to award a free Purchase Option to leads after they submit the form. Select the Purchase Option from the list.
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• Thank You Message (after form is submitted) — Enter a custom message to display in place of the form after a prospect successfully submits it. If this field is left blank, the default message is shown: Thanks for getting in touch! We'll reach out shortly.
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• Redirect user after submission — Set to ON to redirect prospects to another webpage after they submit the form. See Redirect after submission below for details.
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Form settings

• Form instructions — Enter optional instructional text to display above the form fields. If left blank, no instructions are shown.

• Button text — Enter the label for the form's submit button.

• Fields — Determine which fields are displayed on the form and whether they are required. Set Display to ON or OFF for each field, and select or clear the Required checkbox as needed.
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Styling

Under Styling, configure the visual appearance of your widget to match your business branding. All changes are reflected immediately in the Live Preview. Available options include:

• Background color

• Font text color

• Link color

• Button color

• Button font color

• Font family

• Title color

• Title font family

• Borders and separators color

• Line thickness

• Button corner radius

• Filters corner radius (controls the border radius of input fields)
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Share a direct link to your Lead Capture form

If you manage a Lead Capture skin and want to share your form through channels where embedding HTML isn't possible, you can copy a direct link right from the Embed Code tab. This gives you a ready-to-share URL you can use in email campaigns, SMS messages, Instagram and Linktree bios, QR codes on printed materials, and anywhere else a developer or website isn't an option.

Each skin has its own unique direct link, so if you have multiple skins set up for different locations or campaigns, each one links to the correct form.

To copy the direct link for a Lead Capture skin:

1. Open the App Drawer then click View All > Setup > Website Widgets > Lead Capture.

   • Note: If you're using the legacy version of this widget, found under Setup > Unsupported Widgets, we recommend switching to the updated version instead. The updated version uses a modern framework for additional functionality and resolves common issues like flickering or improper rendering.
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2. Click the skin you want to share.
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3. Click the Embed Code tab.
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4. Under Direct link, click the copy icon inside the Shareable URL field. A Link copied confirmation appears briefly.
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5. Paste the link wherever you want to share it. The direct link opens your Lead Capture form exactly as it's configured for that skin, including your fields, branding, and any redirect or thank-you message settings.
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Redirect after submission

To redirect prospects to another webpage after they submit the form:

1. In the settings panel, expand Lead form behavior.
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2. Set Redirect user after submission to ON.
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3. In the Redirect URL on Submission field, enter the full URL you want to redirect prospects to. The URL must begin with https://.
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4. Under Open redirect in, select either Same tab or New tab.

If both a thank-you message and a redirect URL are configured, the thank-you message is shown immediately after submission and the redirect occurs after a 2-second delay.

Add a custom comment field

You can give clients a space to share notes or questions by adding a custom comment field to your Lead Capture Widget. This helps your staff follow up more effectively. Before you can add the field to a widget, you need to create it in your client profile fields settings.

Create a custom comment field

To create a custom comment field:

1. Open the App Drawer then click View All > Setup > Clients > Client Profile Fields.
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2. Click Add Custom Field.
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3. Under Field Type, select Text from the list.
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4. Under Field Name, enter Comments and select Public.
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5. After you select Public, you'll see the following options:

   • Required — Select this option if you want to make this comment field required.

   • Display At Registration — Select this option if you want to display this comment field every time a client registers with your business.
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6. Under Default Value, fill out the information you want to display by default, or leave the field empty.
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7. Under Rows, set the number of rows to determine the size of the comment area.
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8. Click Save.
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Add the comment field to a Lead Capture Widget

To add the comment field to a Lead Capture Widget:

1. Open the App Drawer then click View All > Setup > Website Widgets > Lead Capture.
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2. Click the skin to which you want to add the comment field.
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3. In the settings panel on the right, expand Form settings.
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4. Under Fields, set the Comments option to ON. The Required checkbox next to Comments will automatically be selected, making this a mandatory field when filling out the lead capture form.
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5. Click Save.
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Next steps

After saving your widget skin, you can copy the embed code and add it to your website to start capturing leads. For more information, see Embedding a widget or widget button into your website.