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 to your website URLs or lead notification links using the referrer parameter. Example: A link such as www.yourwebsite.com/leadform?referrer=FacebookAds will capture FacebookAds as the lead source when the form is submitted.
• For franchise businesses with the "Track Client Source" company setting enabled, you can create a Lead Source client custom field at the parent account and define the available source options. When this custom field is added to the lead intake form, the source selected by the lead will automatically appear on their profile in-store when they sign up online. Example: If you create options such as Google Search, Instagram, and Referral, and a lead selects Referral on the intake form, their in-store lead profile will display Lead Source: Referral.
• After a lead completes the lead form, they will appear under the My Leads tab in-store. However, they will not appear in the Leads Detail report until they have been converted into clients. Leads can be converted through any of the following methods:
• Converting a Lead from the Lead Profile: From the lead profile, select Convert to Client to change the profile type manually.
• Automatic Conversion After Scheduling an Appointment: By default, leads are automatically converted into clients as soon as an appointment is scheduled for them.
• Conversion After Appointment Completion: A lead can also be converted after their appointment has been marked completed. This option is controlled by a hidden setting that can be enabled by the MyTime team. Learn more about lead conversion here.

  
  

 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
• Adding Leads Manually
• Converting Leads to Clients
• Importing Leads
• Exporting Leads
• Configuring Lead Notifications