We include many different widgets that can be used to help process new requests from customers. But what if you want to combine several of these widgets (in addition to several other fun features) into one super widget? You can, using the Custom Widget feature found in Admin > Custom Widgets.
You can create as many custom widget flows as you would like, allowing you to create different flows for different situations. To get started, click New Widget Flow.
When one of your customers goes through the custom widget flow, this will create a lead. To help differentiate which leads came from each flow, the name of the custom widget flow will be appended to the ticket subject created by the lead.
Once you have named your new widget, you will be taken to the page where you can begin adding steps to your custom widget flow.
In addition to adding steps, you will also see the Live URL. This is the public facing URL that your customers will use to access your widget. You can also embed your custom widget directly in your company website by clicking the "View embed code" option and pasting the contents into your company website.
Many of the steps that can be added to your custom widget flow will have additional settings that can be configured. Each of the steps are broken down below, including an example of what the step will look like to your customers.
Custom HTML Widget
This step allows you to add any HTML, and is typically used as a "welcome" step to begin the flow.
Buy or Repair Widget
This step offers two options to the user: are they looking for repair or are they selling a device. If the customer chooses "repair", the flow will go onto the next step, and if they choose to sell, it will go into Sourcely.
Customer Detail Widget
You can elect to require that your customer enters certain information including a phone number, email address, and first and last name. This also provides the option to include fields for your customer's address.
This step allows you to include any terms and conditions, if desired, and will add a signature box allowing your customer to sign for and accept your terms. They must agree before being able to proceed.
Please note that when you add a Signature Step that you will also need to add a Confirmation Step as the last step. The signature will appear once the Lead is converted to a ticket.
Issue Detail Widget
This is the step where your customer will fill out the information that will be added to their ticket. Options include the Issue Type dropdown list, the Issue Subject and Description. You can also include any groups of custom fields. Multiple groups can be select by holding down ctrl on Windows or Command on Mac.
You can allow your customer to schedule an appointment that will then be added to your calendar.
In an effort to avoid spam, you can include a captcha that will provide a checkbox the user must select before proceeding; no robots allowed.
The confirmation step allows for a simple URL redirect for your customer to land on when they have completed the full flow. This is handy if you have a page that is capturing Google analytics so that you can keep track of all of your stats.
Also note that you can reorder your steps at any point by clicking and dragging the three lines that appear next to each step.