Generate more leads directly from your website with the Prospecting Widget. This feature allows visitors to enter their business information and instantly receive valuable insights about their online presence, including listings, reviews, website performance, SEO opportunities, and more. Every submission is automatically added to your Prospect Dashboard, making it easy to identify, track, and connect with potential customers.


TABLE OF CONTENTS

What is the Prospecting Widget?

The Prospecting Widget is a lead generation tool that can be embedded directly into your website. Visitors enter their business details and receive an instant business analysis report, while their information is automatically captured and added to your Prospect Dashboard.

This creates a simple and effective way to attract potential customers, deliver immediate value, and generate qualified leads without requiring manual data entry.

Key Benefits of the Prospecting Widget


The Prospecting Widget helps turn website visitors into qualified prospects while providing valuable business insights.

Lead Generation: Capture prospect information directly from your website.

Instant Value: Provide visitors with business insights and performance reports.

Automatic Lead Collection: Prospect details are automatically added to your dashboard.

Custom Branding: Customize the widget appearance to match your website design.

Easy Website Integration: Embed the widget using a simple code snippet.

Centralized Prospect Management: Review and manage all captured leads from one location.

Create a Prospecting Widget

Creating a widget allows you to start collecting leads from your website while providing visitors with valuable business insights.

Accessing the Prospecting Widget Builder


This screen shows where to create and manage Prospecting Widgets. Click Marketing, then open Prospecting, switch to the Widgets tab, and click Create Widget to begin building your lead capture widget.

After opening the widget builder:

  • Enter a name for the widget.

  • Configure the prospect form.

  • Save your widget when ready.

Important: Each location can currently create one Prospecting Widget.


Customize the Widget Design

Customizing the widget helps maintain a consistent brand experience and improves how the widget appears on your website.

Customizing Widget Appearance


This screen displays the widget editor where you can customize the appearance of the prospect form. Review the live preview while adjusting settings.

Available customization options include:

  • Widget title and messaging

  • Colors

  • Background styling

  • Form appearance

  • Light theme

  • Dark theme

Use the preview panel to confirm the widget appearance before publishing.

Embed the Widget on Your Website

After configuring the widget, generate the embed code and place it on your website where you want visitors to interact with it.


Copying the Widget Embed Code


This screen shows the widget embed code inside the Settings tab. Click Copy Code to copy the widget code that will be added to your website.

After copying the code:

  • Open your website editor or content management system.

  • Navigate to the page where the widget should appear.

  • Paste the embed code into the page.

  • Publish or save the page changes.

After publishing, verify that:

  • The widget loads correctly.

  • The form displays properly.

  • Visitors can submit information successfully.

  • The layout fits within the page design.

Monitor and Manage Prospect Leads

Every prospect who submits the widget is automatically added to the Prospect Dashboard for follow-up.

Reviewing Captured Prospect Leads


This screen shows how submitted prospects appear inside the Prospect Dashboard. Leads generated through the widget can be identified using the Forms tag.

From the Prospect Dashboard, you can:

  • Review lead information.

  • View business details.

  • Analyze prospect scores.

  • Export reports.

  • Contact prospects directly.

  • Track follow-up opportunities.

Using the information collected through the widget helps you prioritize outreach and convert prospects into customers more efficiently.

Frequently Asked Questions

Q: How many Prospecting Widgets can I create?

Currently, each location can create one Prospecting Widget.

Q: Can I customize the widget colors and design?

Yes. You can customize the widget theme, colors, styling, and overall appearance.

Q: Where do I get the embed code?

The embed code is available inside the widget’s Settings tab.

Q: Can I add the widget to any website?

Yes. The widget can be embedded anywhere that supports custom HTML or script embeds.

Q: Where can I view leads generated by the widget?

All submissions appear automatically in the Prospect Dashboard.

Q: How can I identify leads that came from the widget?

Widget-generated prospects are marked with the Forms tag inside the Prospect Dashboard.

Q: Do prospects receive a report after submitting the form?

Yes. The widget provides business insights based on the information submitted.


Need Help?

If the widget is not displaying correctly, verify that the embed code was copied completely and added to the correct page on your website. After publishing, test the widget by submitting a sample entry and confirming the lead appears in the Prospect Dashboard.

If leads are not appearing or the widget is not functioning as expected, contact your account administrator or support team for additional assistance.