Sales CRM Client Onboarding Widget

Kevin Zicherman Updated by Kevin Zicherman

Embed a Live Demo Widget directly into your website that allows prospects to create a campaign based on their Facebook page, experience the social Wi-Fi Login/Thank You/Redirect pages, then submit their contact info. 

What you need:
  • MSP or Legacy MyWiFi subscription plan
  • Custom Dashboard URL setup

Here's how to set up your Sales CRM Widget:

  1. In the left menu, under Sales CRM, click Widget

You can share your Client Onboarding Widget in a few ways:

  1. You can send the Link directly to your prospect

  2. You can also Embed the sales widget directly into your Website, including Wordpress, ClickFunnels or any HTML page!

User Experience

  1. Users enter their Facebook Page/URL to use as a base for the preview

  2. They are then shown a sample Login Page based on their Facebook Page assets.

  3. They're also shown a Success Page with custom message (from Facebook) and an embedded Facebook Like Box.

  4. The Redirect Page will display a preview screenshot of the client's website (URL from Facebook)

  5. Finally, users are asked if they currently provide Wi-Fi access, and to submit their contact info

  6. And that's it!  
    This tool was built specifically to help you sell - so get out there and USE IT! 💰


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Sales CRM Preview Tool

Live Preview: Client Onboarding Widget