Knowledge Base/Widgets/Prospect Widget

Common questions about the Prospect Widget

Andy
posted this on October 25, 2011 04:41 pm

We often get asked some questions about the Prospect Widget, so we decided to create this document to answer some of them:

When a site visitor submits a Prospect Widget form, where does the data go?

They are added as "Clients" in your MINDBODY system. This means you can perform a client lookup and find them. Each time the Prospect Widget form is submitted, you will also receive a notification e-mail. The notification e-mail shows you the information that was submitted into the system as well as a couple other key pieces of information:

  • Comment is put into the Notes field
  • URL submitted - if you have the Prospect Widget deployed on multiple pages of your site, we let you know which page they submitted from
  • To ensure you are allowing prospects to be marked as such in your MINDBODY account, please follow these steps: Toolbox > Setup > Options > General Setup & Options then scroll to "Client Management" section and look for "Allow Individuals to be Prospects" and make sure the corresponding checkbox is checked.

 

Is there a way to make the fields mandatory or required?

Not at the moment. Only the first name, last name and e-mail fields are mandatory right now. We may change that in a future widget release.

Is there a way to add a human verification feature to the Prospect Widget to help prevent submission spam?

Human verification is also referred to as the CAPTCHA. We have done one better, we use a honeypot or reverse human verification system on our form to attempt to detect robots.

A honeypot is not the same thing as a CAPTCHA. In fact, it's the opposite. There is a hidden field that robots/spambots fill out that humans don't. If the field isn't filled out, then we know the submitter of the form is a human. It has all the benefits of a CAPTCHA, except that your clients don't have to try to fill in annoying mis-shapen letters.

Neither are perfect, but it has been working pretty well for our clients. You can read more about the philosophy behind honeypots here: http://en.wikipedia.org/wiki/Honeypot_(computing)

Is there a way to change the How did you hear about us? options?

Yes. Those are controlled by the Referral Types field in your MINDBODY account. Any active referral types will show in the Prospect Widget.

Can I add other questions to my Prospect Widget?

Yes, you can add additional questions by adding Client Indexes in your MINDBODY account. Any Client Indexes marked as active and Show In Consumer Mode will show in the Prospect Widget. Also, any Client Index Values attached to those Client Indexes will show as results. These are all shown as "single select" questions in which a site visitor has to select an answer from a drop-down list.

Can I add any open-ended questions?

Yes, well... kind of. There is an optional open-ended Comment field, and you can change the text on the question. So for instance, instead of "Comment", you can change the text to "Describe any physical limitations you may have" or anything you want. But there is only one Comment field, so choose wisely. Also, the Comment field does not get automatically added to your MINDBODY account, it is only e-mailed to you in the notification e-mail. So you may have to add it manually in your Contact Logs.

Can I hide a field in my Prospect Widget

Yes, you can. You can hide any of the fields but the required fields. In order to do this, you will need to paste any of the following into your Custom CSS box in your Prospect Widget depending on which field(s) you want to hide:

div.healcode .home_phone { display: none } /* use this one to hide the phone number */ div.healcode .referred_by { display: none } /* use this to hide "How did you hear about us */ div.healcode .comment { display: none } /* use this to hide the comment field, even if you rename it */

Then to hide any of your Client Index fields use the following formula. Take the Client Index question, convert it all to lowercase, and replace any spaces or other special characters to underscores, thusly:

div.healcode .client_index_question_text { display: none }

We'll keep updating this document as we receive more questions!

 
Topic is closed for comments