To find out what a web widget is, visit this article HERE.

How to get to the web widgets

First: Click on More actions (three dots, gold box + #1 in image to the left).

Then: Click on Web widgets (turquoise box + #2 in image to the left).

The following screen will appear:

How to set up a web widget

STEP 1: Select the number and group you wish to use. Then click Continue.

Click on the downward arrow to reveal your number options. Click on the number you wish to use.

Click on the downward arrow to reveal your group options. Click on the group you wish to use.

Note: You can only select from already created groups. For help with creating a new group, click here. (URL)

***Original = Click HERE
needs to be updated

STEP 2: Edit your AutoReply Message.

This is the TEXT message your people will receive after submitting their information through the form and being added to the group you selected.

Don't be alarmed! We will zoom in soon.

Here is an example of how this process could work.

As shown in the image below, you can always see a preview of how your form will look. The preview shows on the web page itself (turquoise box below). You can also click on Preview Widget to have it shown as a pop-up.

At the moment, our widget is basically the number we chose and a JOIN NOW button.

STEP 2a: Background & Logo (BOTH are optional)

BACKGROUND: Click on the square in the brown box above.

Choose a color from the color chart or type in your hex color value. As shown above, I chose grey.

Logo: Type in the URL of your logo image. Then click on Click Here (turquoise arrow above) to upload your logo. I did not upload a logo.

STEP 2b: Font, Signup message, Successful signup message (all three are optional)

Below is what you see at the beginning of the process.

To show you more clearly, let's fill in the signup message and the successful signup message:

We will speak about the messages first; then we will talk about the font.

2b.2. Signup Widget Message: Type in your "header" message. This is the message that will be shown on top of the form's screen. In our example above, we typed in "We'd love you to join us!"

2b.3. Successful Signup Message: Type in the final message that will show after they have clicked "Join Now". In our example above, we typed in "Hooray! You're in!"

2b.1. Font, Font Style, Font Size, Font Color

As shown in the image below, the defaults are Arial, Normal, 13 and black respectively. If you wish, you can change any of these features.

Here is how the default looks:

Here is an example of another configuration:

STEP 2c: Redirect URL (optional)

Do you want your people to be sent to a URL after they have signed up? Perhaps to complete another form or give them further information? This is the place to do that.

STEP 2d: Collect Email / Birthday / Address (all three are optional)

Would you like your form to collect your person's email, birthday, and or address? Click on the relevant boxes (brown arrows above).

NOTE: If nothing is clicked, only their phone number will be collected.

STEP 2e: Back or Continue?

If you want to change anything, click Back. If you are satisfied with everything so far, click Continue.

STEP 3: Embed your widget

Click on Create Widget to generate the embed code.

Below are all of the different types of links you can choose from and copy and paste them accordingly. *PLEASE NOTE you cannot view these links or make changes to this web widget once you are finished. Please make sure you have copied and pasted / saved these links to share BEFORE leaving the web widget section.

Once copied, click Continue (or Back to make any changes).

STEP 4: A final preview

You will now be taken to a screen where you can preview your web widget.

Click Back to make any change.

Now the web widget is ready to be used!


PRO TIP

***Anne: Does this need updating? And the linked article?***

If the group you selected for this is also set up with a data capture (see this article HERE for how to set up a group with a data capture), any information not collected on this web widget form will be collected via the data capture.

For the example below, email was not filled out before the form was submitted.

Once the form is submitted, the recipient will receive the data capture text messages necessary to complete the data capture (If on the online form, the name was left blank, the name data capture message would be sent, if email was left blank, the email data capture text would be sent and so on). You can view the "stage" each person is on by viewing the data capture campaign (see this article HERE on how to view campaigns).

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