Create an Acquisition Widget

To create an Acquisition Widget:

  1. Go to Partner Center > Marketing > Acquisition Widgets.
  2. Click Create Widget in the upper right corner of the screen.

Acquisition_Widget_1.png

From this point, creating a widget involves 3 steps: Configure, Design, and Embed.

Configure

  1. Fill in the form:
    1. Widget Name
    2. Market
    3. Assigned salespeople
    4. The campaign that will be sent to new leads
    5. Confirmation Landing Page URL
    6. Set any tags to be applied to the new accounts
  2. Select whether the widget should create a Snapshot Report for new leads (toggle this option on/off).
  3. Select whether the widget should be enabled (toggle this option on/off). You can also enable/disable the widget at a later time.
  4. Select any products that should be activated automatically for new leads.
  5. Click Save and continue.

Design

  • Tailor the widget to the design of your website. Once it appears how you'd like, click Save and continue.

Acquisition_Widget_3.png

Embed

  1. Copy your widget embed code, then click Finish.
  2. Paste the embed code into your website's HTML to embed the widget on relevant pages throughout your website.

Acquisition_Widget_4.png

Tip: Create dedicated landing pages for the Acquisition Widget and link to it from advertising campaigns, social posts, blog posts, and email signatures.

When a lead submits their information through the widget, the widget will notify the assigned salespeople so they can get in touch with the lead ASAP. Simultaneously, a new Snapshot Report will be created, the lead will be added to the customer acquisition campaign of your choice, and/or products will be activated, depending on your configuration.

 

Create a widget

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