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Setup Walkthrough

HeavySet Tech - Facilitating Lead Acquisition with Modern Tech Solutions

HeavySet Tech: From Sign-Up to Live UI Component

A Detailed Walkthrough to Integrate Custom Lead Acquisition Forms on Your Website

Introduction

This guide outlines the steps to configure and embed your custom UI component using HeavySet Tech. Follow this guide to move from signing up to embedding your personalized lead acquisition UI component onto your website.

Step 1: User Registration

Go to the HeavySet Tech Sign-Up page. Enter your first and last name, phone number, and Email address. Input your company name or, if you're an individual, use your name or a preferred identifier. Select which CRM you will be using, and enter in a promo code if you have one.

Click the "Next" button.

Step 2: Payment and Password

Enter your credit card information, and create and confirm a password. Read through the Software License Agreement if you haven't already.

Click the "Accept & Sign Up" button.

Step 3: Get Started

With your signup complete, the HeavySet Tech team will reach out to you via Email to schedule a kick-off meeting.

If you would like to sign in right away, click the link to enter the information you provided.

Step 4: Sign In

Sign in using your previously entered information.

Step 5: Connection Configuration

Navigate to "New Config" under the "Connections" menu on the left. Choose a "CRM Type," and update the Settings according to your preferences. Click "Verify" to check for errors, then "Submit" to save your configuration.

Step 6: Styling Your UI Component

Select "New Style" under the "Appointment Form" -> "Style" menu. This section allows you to customize contact details, text, images, and colors for your UI component. After making your selections, click "Preview" to view your design and "Submit" to save.

Step 7: Configuring a Form

Go to "New Form" under the "Form" menu. Select your Connection and Style, then click "Submit."

Optional: Configure Google Enhanced Conversions and/or Facebook Conversions. For enhanced conversions for Google, see this tutorial: Guide on Google Enhanced Conversions. For Facebook Conversions, see this tutorial: Guide on Facebook Conversions. Otherwise, simply select your Connection and Style, then click "Submit.".

Step 8: Access Tokens and Embedding Your UI Component

In the final step, navigate to the "Access Tokens" section. To generate the HTML code for embedding the UI component on your website, enter your domain (e.g., example.com for https://www.example.com or https://blogs.example.com) in the "Origin Domain" box, and click "Generate Access Token."

Below the button, you'll find the HTML code snippet that you can copy and paste onto your website to display the customized UI component.

Click the "Display live page!" button to preview the live version of your configured component .

Conclusion

You've successfully navigated through the essential steps to configure and embed your personalized lead acquisition UI component using the HeavySet Tech platform. With this tailored approach, capturing leads and scheduling appointments becomes a seamless integration into your website, enhancing user engagement and operational workflow.

For more advanced options, consult the HeavySet Tech Rest API Guide.

About Heavy Set Technologies LLC

Since our launch in 2023, Heavy Set Technologies LLC has empowered businesses to integrate appointment scheduling directly into their websites. We've now expanded our platform to include powerful AI-driven SMS and email automation—enabling clients to seamlessly capture leads and nurture them through effortless bookings and follow-ups, all under one roof.

Learn more about what we offer and explore our services at heavyset.tech.