Last Updated: February 19, 2021

To get started, expand the dropdown beside your username and go to Customer Access Tool under admin management. Then select from the following options of what you need to do:

Widget
Embed
Mobile App (coming soon)
E-Comm Catalog (coming soon)
Chatbot (coming soon)



WIDGET

With the use of Widget Tool, it allows you to insert a floating widget on your website. Click on the Start Wizard button and it will redirect you to the Widget Form Generator page.



The Widget Form Generator is composed of two steps: The Branding and the Code Generator.

The Branding lets you customize beacon according to your needs. On the left side of the page, you will find the configuration properties for font, colors, and widget assets. On the right side is the preview for your widget which automatically displays the customization you made.



After finalizing the Branding, click on Proceed to generate the widget code. Once the code appears, you just have to copy and paste it in your webpage’s HTML code.



EMBED

When you select Embed Tool, this will let you embed a full-page portal on your website, or insert a full-page public form without the need to log-in. Click on the Start Wizard button and it will redirect you to the Embed Code Generator page.



SELECT WHICH TOOL YOU WANT TO EMBED

Embedded Portal - this will let you embed and share forms to your users, and will require your users to register or login.
Public Forms - this will let you embed and share forms wherever you want without the need for registration.



EMBEDDED PORTAL

Click on Proceed to customize the form according to your needs.
On the left side, you will find the configuration properties for font and colors.
On the right side is the preview for your widget which automatically displays the customization you made.
After finalizing the form, click on Generate button to generate the embed code.
Once the code appears, you just have to copy and paste it in your webpage’s HTML code.



PUBLIC FORMS

Click on Proceed and it will show you a list of templates that you can use. Just select which public form you want to embed on your website.
Click Continue to customize the form according to your needs.
On the left side, you will find the configuration properties for font and colors.
On the right side is the preview for your widget which automatically displays the customization you made.
After finalizing the form, click on Generate button to generate the embed code.
Once the code appears, you just have to copy and paste it in your webpage’s HTML code.





RELATED ARTICLE(S):
Product Update: Customer Access Tool

Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
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