1. What is Collect?

  2. Collect Benefits

  3. Access your Collect Embed

  4. Customize your Collect Embed

  5. Generate the Collect Embed Code

Gathering new leads and contacts on your website allows you to dramatically increase your audience for Connect messaging campaigns. Collect is simple to customize and implement, allowing you to get a lead generation form onto your website within moments.

What is Collect?

Collect is a short piece of code, known as an embed, that is placed on your website. This embed code will display a customizable banner that will allow your customers to sign up for text messaging campaigns and your loyalty program!

On the banner, you can customize the associated text used to attract website visitors to sign up. For example, you could say "Get access to weekly specials!”. Make sure to pick a phrase that you feel will resonate best with your customer base.

The online sign-up process requires website visitors to enter their phone number, name, and email (if you have it enabled) into the Collect banner. Once signed up, customers can select their product interests, which you can use to send targeted text message campaigns.

Collect Benefits

  • Build your customer list and turn anonymous website visitors into customers by capturing customer information directly from your site.

  • A simple setup process allows you to start collecting customer data in seconds without taking time away from your staff’s busy day.

  • Send targeted messages by capturing customer product interests during the sign-up process.

  • Quick and easy way to enroll in your Loyalty program.

  • Fully compliant software allows you to collect customer information without worry.

It is important to note that Collect embeds can only be configured at the Organization level. While a location will have access to the embed generated for them, the actual setup must be done by the organization. Collect embeds are location-specific, meaning that a new embed will have to be setup for every location in the organization.

Access your Collect Embed

Click the Settings & Configurations Block and choose the Embed Configuration Block. Once there, navigate to the Collect Embeds section and then click the New Embed button. The Collect modal will appear for you to begin choosing your widget settings. 

Customize your Collect Embed

The Collect embed is almost entirely customizable. Here's an example of what the embeddable tool looks like:

And here's an example of what the customization form looks like:

Embed Button Color - Feel free to use the exact hex code you'd like to for the widget button.

Background Color - Feel free to use the exact hex code you'd like to for the background of the widget. This will allow you to make it blend seamlessly into your website. The example above includes the hex code for white.

Embed Copy - The header shows on the left-hand side of the widget, announcing what the form actually is. If you have any type of club that people can enter, you may want to consider making the Header copy say something like, "Join the Blackbird Dispensary club to receive club specials and deals!"

Button Copy - Change what the submission button says.

Locations Drop Down Menu - Choose which location(s) you would like to create the Collect embed for. If you are a user who has organization level access, you will have multiple locations to choose from.

Make Email Required - This allow you to determine whether or not customers are required to input their email address.

Make Phone Required- This allow you to determine whether or not customers are required to input their phone number.

Generate the Collect Embed Code

Embed Code - Copy this code and share it with your web developer to get the Collect widget pasted onto your website. As soon as it's embedded, your contact list should start growing right away.

Collect Preview - Here, you can preview how your Collect widget will look and function once embedded on your website.

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