Leads Widget Configuration

The leads widget is an embeddable form that allows you to capture new leads directly from your website. It includes a customizable lead generation intake form with flexible questions and can be linked to specific locations to support targeted marketing campaigns. This guide provides step-by-step instructions for setting up and configuring the Lead Widget in MyTime.

Things to know:

• A Lead Management subscription is required to use the lead management feature. Contact your account manager or email support@mytime.com to add this module to your account.
• The ability to configure the leads widget requires the Accessing Website Tools permission and a hidden setting that must be enabled by the MyTime team. To activate it, contact support@mytime.com.
• Your MyTime account must be live.
• The widget can associate leads with a specific location for location-based marketing. Leads not linked to a location will not receive location-specific communications.
• Submitting the form creates new leads only and does not update existing client profiles.
• If an existing client attempts to submit the form, the system blocks the submission and displays this error: “A client with this email address/phone number already exists and the lead cannot be created.”
• After a form is submitted, a thank-you message confirms receipt and a lead profile is automatically created in MyTime with all submitted information stored securely.
• You can add a tracking code (e.g., UTM tags) to the URL used on your website or in lead notifications. When a potential customer clicks the link and submits the form, MyTime captures the tracking data and displays the lead source on their profile.
• There are three ways to convert a lead into a client:
• Click Convert to Client on the lead’s profile.
• A lead converts to a client automatically when an appointment is booked.
• A lead converts to a client when a booked appointment is marked as completed (requires a hidden setting enabled by the MyTime team; contact support@mytime.com to activate it).

 Contents

• Configuring Leads Widget
• Client Experience

Configuring Leads Widget

1. Go to Business Setup > Website Tools
2. Click Setup next to Configure Lead Widget
3. On the Lead Widget Configuration page, customize the widget using the available options:
   • Right Panel – Customize Appearance: Here you can adjust the widget’s appearance and apply custom CSS instructions if needed.
   • Left Panel – Configure Content and Tracking
   • Title: Enter the title that will appear on the lead form.
   • Description: Provide a brief explanation of the form’s purpose.
   • Location: Select the location where leads should be associated.
   • Intake Form (optional): Choose an intake form to collect additional details beyond basic contact information. Learn more here.
   • Google Analytics 4 ID: Enter your GA4 ID to track activity. Learn more here.
   • Facebook Pixel: Add your Facebook Pixel ID to track events such as PageView or Schedule. Learn more here.
   • Google Tag Manager: Enter your Tag Manager code to include it in the embedded link. Learn more here.
   • Embedded Code: Copy the code provided and embed it on your website where you want the lead form to appear.

Client Experience

When a potential client visits the page where the widget is embedded, the lead form will display automatically.

After submitting the form, they will see a thank-you message confirming that their information has been received.

For more information, contact us at support@mytime.com or (385) 233-6964. 

Related Articles:

• Lead Intake Forms
• Lead Management Module
• Importing Leads
• Exporting Leads
• Configuring Lead Notifications