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Security and Compliance

Setting Up Widgets for Your Site

Place different widget types on your site to improve visitor interaction and collect more contact data.

Note

To publish widgets, install our script before the closing body tag on every website page. To get a script, go to Site → Widgets, click the Get script button, and specify your site's domain.

 Get script

After installing the script, proceed to the widget creation. The listed website elements have similar settings and differ in minor nuances in preparation.

Select the widget type from the left menu or the drop-down list.

Widget creation

Appearance

Start widget creation with initial settings.

1. Name / Type and Fields

1.1. Fill in the Name field. The name is used for search within the system. Users won't see it.

1.2. For subscription forms and informers, select the type from the available options:

  • Inline — embedded into any element of the webpage

  • Pop Up — appears on top of other elements and disables the background. When open, it prevents page scrolling.

  • Floating box — floats on top of other elements in the corner of the webpage or as a full-width bar without disturbing users’ reading experience.

  • Floating bar — floats as a full-width bar without disturbing users’ reading experience.

 Subscription forms options

1.3. For subscription forms, activate the widget’s input fields. 

1.4. Click the Next button.

Input fields

2. Style (skipped for launchers)

2.1. To create a widget based on your website style, select colours and style. The system will generate a widget based on your settings.

Colours and style

2.2. Click Next.

3. Select Appearance

Select the appearance style for the element. Each widget type has different options.

Appearance style

Note

Select the most appropriate option. You’ll be able to edit it as needed.

Widget Editor

You have various tools to customize the widget’s style and elements.

Basic Actions

The widget structure has 3 levels:

  1. State.

  2. Container (for some types of widgets).

  3. Element.

 Widget structure

When you click the right mouse button on the widget element, the following basic actions become available:

Basic actions

1. Copy

2. Duplicate

3. Cut

4. Delete

5. Put behind all floating elements

6. Put in front of all floating images

7. To container

Top Panel

The top panel menu contains buttons with the following functions:

Top panel menu

  1. Undo/Redo.

  2. Multilanguage settings:

  • Form appearance is set up only in the version with the default language. Then it's automatically applied to other language versions.
  • In other language versions, you can only change the text.
  • The form is displayed in the site language, which is determined by the value of the lang attribute in the html tag. If the page code doesn't contain it, then by the browser language.
  • Switch to the desktop version.
  1. Switch to the desktop version.

  2. Switch to the mobile version.

  3. Widget preview.

  4. Close without saving.

  5. Save button.

Left Panel

On the left side of the screen, you can find the components of the widget you are creating. The editor works as a drag-n-drop constructor. If you need to add any element, left-click on it and drag it to the appropriate place of the widget.

Left panel settings

Right Panel

When you don't have any widget items selected, you will see design settings on the right side of the screen. These settings apply to the entire widget:

  • Align inner elements

  • Distance between elements

  • Size

 Right panel settings

  • Background

  • Stroke

  • Shadow

  • Round corners

  • Spacing inside component

  • Spacing around component

  • Breakpoint

 Right panel settings

+ launcher settings: 

  • Action on click

  • Positioning

  • Entry animation

  • Loop animation

Note

Settings marked with a lock icon sync parameters across pages. You can change the synchronization setting by clicking the icon and selecting the needed option.

Synchronization setting

Editing widget elements

If you want to edit individual widget elements, just click on the desired element.

Editing widget elements

Text settings

To edit text style, click on the widget element with some text. The following panels will appear.

 1. Text style options panel — on the editor's top.

Top settings panel

Note

By default, widgets use the font set on your site as the primary font.

2. Text placement panel and changing the text background in a container — on the editor's right, with the following parameters:

  • Size (by container width and content height) 
  • Background
  • Spacing inside component
  • Spacing around component

Right settings panel

 Image customization

To open image style settings, left-click on the image. You can upload your picture, choose a suitable one from the library of free photos and icons, or enter the URL of the image you want to embed. External URL allows you to keep the referenced sources up-to-date. For example, promo actions or products on a site.

Note

Upload images in PNG, JPEG, SVG, GIF formats, up to 3 MB

 Image settings

In addition to the standard settings, positioning customization is also available for images:

  • Fill,

  • Fit,

  • Fit to image.

Standard images settings

Slider settings

Drag the slider from the left-side panel and drop it into the widget’s template. Set up slider and Manage slides buttons will appear on the right-side panel.

Slider settings

  • Set up navigation buttons, indication, slideshow animation, and general slider’s design in the Slider setup window.

Slider setup

  • Manage slides’ order, add, duplicate, or rename slides after clicking the Mange slides button.

Mange slidesAlso, you can add a slide by clicking on the + sign.

Add slide

To change or edit an image, click on it in the template, after which it will appear in the right settings panel. Clicking on the image from the slider in the settings panel opens the editing and editing window.

Editing image

Use navigation buttons to switch between the slider’s images.

Navigation buttons

General tab

Click on the widget's element to see the General tab with such settings:

  • Action on click 

 Action on click

  • Contact fields validation

 Contact fields validation

  • Timer settings

 Timer settings

  • Video settings

Video settings

Widget Placement

1. The age gate takes the size of the screen and completely overlaps the pages of the site until the user confirms their age, so this widget has no placement settings.

2. The positioning of a launcher is configured in the appearance editing window.

3. To specify a positioning of a subscription form or informer, enter the CSS selector of the element you want to add a placement to. This tab appears after you have customized the widget's appearance and clicked the Save button.

Widget placement tab

4. Select where to add the widget relative to the found element:

  • Before the element

  • After the element

  • Inside the element, last

  • Inside the element, first

  • Replace element

Widget placement settings

If you are not ready to specify the widget placement, activate the Add placement later switch.

5. Click Done. Initially, the form will be visible only to you; on the Parameters tab, you can make it public.

6. Create additional placements as needed.

Add placement

Widget Parameters

In the Parameters tab, you can:

  1. Edit the widget's appearance.

  2. Edit the placement of the form or informer.

  3. Configure widget calling conditions.

  4. Configure the actions after the user has subscribed or clicked on the launcher.

  5. Activate or deactivate the calculation of the revenue from the widget (the settings are described in the instructions).

Revenue calculation

Widget Posting on the Website

  1. Having saved all the settings, check how visitors will see the widget on the site — click on the Test widget button.

Test widget

  1. Enter the link to your website and click Open.

Enter the link

  1. If all steps are successful, the widget will be displayed on your website according to the specified conditions.

Widget display on the site

  1. After testing the form, publish it by clicking on the Published button, then click Save.

Publishing a form

Click the Unpublished button to stop displaying the form, then save the changes.

Also, you can specify the widget’s schedule by clicking on the calendar icon.

ScheduleThe schedule includes the following settings:

  • Start and end dates
  • Custom days and time
  • User timezone

Schedule settings

Widget statuses are displayed in the general list and in widget details:

  • Published — for published widgets with a current or no scheduled period
  • Unpublished
  • Scheduled — the publication period is planned for the future
  • Expired — the publication period has expired

Widget Integrations

In the Integration tab, you can configure sending widget actions and custom events to Google Analytics. Note that integration is only compatible with Universal analytics script, set directly on the website.

Learn more about exporting data to Google Analytics >

Widget integrations

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