Setting Up Your Lead Landing Page

Setting Up Your Lead Landing Page

Set up your client's lead landing page efficiently using the Dashboard in the Widget section. Follow these steps to ensure a seamless experience for your clients.

Step 1: Enable Your Landing Page

1. Navigate to Dashboard → Widgets.
2. Click on the Setup tab.
3. Toggle the "Enable Landing Page" option to on.

Step 2: Configure Branding

In the Branding tab, personalize the page to reflect your client's brand:

• Upload your company logo or provide a URL.
• Select your primary brand theme and colors.
• Enter your company name.
• Preview changes in real-time.

> Tip: Ensure the branding aligns with your client's overall visual identity for a cohesive look.

Step 3: Choose Input Fields

Within the Fields tab, determine which information fields your clients will encounter:

• Finance Type
• Asset Value
• Loan Term
• Credit Score
• Employment Type
• And more...

> Note: Fewer fields create a simpler experience, while more fields provide more detailed and accurate results for your client's application.

Step 4: Product Display Settings

In the Products tab, configure how products are displayed:

• Set the maximum number of products to show.
• Choose the sort order (e.g., rate, fees).
• Toggle the lender logo display.
• Configure the product details shown.

Step 5: Lead Capture Settings

Manage how leads are captured in the Leads tab:

• Enable/Disable lead capture functionality.
• Choose the required contact fields.
• Set up confirmation messages.
• Configure lead notifications.

> Tip: Ensure the lead capture settings align with your client's data collection needs for optimal follow-up.

Step 6: Preview and Test

In the Preview tab, thoroughly review and test the setup:

• View the calculator as your clients will see it.
• Test the complete flow.
• Submit a test lead.
• Make any final adjustments as needed.

Going Live

Once everything is configured to your satisfaction:

1. Share your calculator URL.
2. Add it to your website.
3. Include it in email signatures.
4. Monitor incoming leads to ensure the setup is functioning as intended.

> Reminder: Regularly monitor and adjust your settings to optimize the lead generation process for your clients.