This article will guide you through adding an Add Prospect Widget to your website. This way prospects/leads that visit you site can be added directly into your ClubReady site. 

Requirements - A Master Admin login or a staff type with the following permissions:

• Club Setup : Can access setup
• Club Setup: Can access external lead widget setup
• Knowledge of HyperText Markup Language (HTML)

Step 1 - Accessing The Widget Settings

Navigate to Setup > Misc. Setup > Add Lead API > API. On this page you may select a few settings:

Prospect Type - What prospect or lead type will your prospects added via the API be classified as.
Welcome Email - If you would like to send a custom welcome email you 
Free Package - A free package may be added to your leads. You will be able to select from any $0 standard price sales package that you have already created. 

Step 2 - Accessing The Widget Settings To Add To Your Website

 Navigate to Setup > Misc. Setup > Add Lead API. Click on the Widget tab. Options include: 

Optional Return Page On Your Site - Enter in the link to a page on your website that will appear after someone has completed the Add A New Prospect form. If this is left blank then a generic thank you message will be displayed. 
Include Referral Type List? - A list of your referral types can be displayed by clicking Yes or No. 
Save Phone to which field? - Select either Home Phone or Cell Phone for the new prospect's phone number to be saved under. 
Send The Club A Notification Email To - This setting is now found under Setup > Communication > Internal Reports. 

To save your changes click on Update. The HTML code to copy and paste into your club website is displayed at the bottom of this page. 

Step 3 - Pasting Widget Code Into Html Page

Here is a notepad document with the minimal html coding required to get this widget to display in a web browser.

 

The code copied from the widget page in step 1 is pasted directly into this document and then saved as an html file (AddProspectWidget.html)

NOTE: A new page is not necessary for this widget to work.  You can paste this code into any existing webpage and save it.

Step 3 - Viewing The Prospect Widget In A Web Browser

Here is the file from step 2 loaded into a web browser.  This can be done by using the file command or uploading this file to your website and then typing in the address to access it.