Trail provides for you some basic HTML templates of calculators and buttons that you can insert into your business' website to engage your clients when they visit it! 🎉
We have 4 available 'widgets' (items) that you can add to your website:
A 'Register' button for your clients to quickly sign up with you and begin a Fact Find
A 'Complaints' button for your clients to lodge any feedback/ complaints to your business
A Loan Repayment calculator for your clients to toggle and play around with the numbers
A Loan Term calculator for your clients to
We'll expand on the functions and what is customizable for each of these in this article! 👍
Register Button
The Register button is the first of the four available widgets you can quickly insert into your website!
The function of this button is to:
Allow your client to CREATE their own Trail account/profile,
Choose the adviser they want to work with (if you are a multi-adviser busienss)
Can begin a new mortgae, insurance or kiwisaver Fact Find. Click here to learn more about this feature!
How to implement this button:
In the Register Button tab, fill out the details to format your button (size, colour and text size and font). As you edit, you will see the preview to the right of what the finished button will look like 👍
Remember to SAVE the button after you've done your edits!
Next, COPY the button's html code and place this on your web page where you want the button to appear.
This step can be difficult if you don't know much about code, so if you struggle to do this yourself, please get in touch with your IT team! If you do have a web designer doing your website, you can copy this HTML code and send it to them.
This button is also available to be incorporated with the Loan Repayment Calculator and Loan Term Calculator (see below!)
Complaints Button
The function of this widget:
Allows your client to lodge complaints from your website and then you can manage these within Trail
Gives avenue for feedback and allows for you to quickly get back to client regarding anything they are not satisfied with.
How to implement this button:
In the Complaints Button tab, fill out the details to format your button (size, colour and text size and font). As you edit, you will see the preview to the right of what the finished button will look like 👍
Remember to SAVE the button after you've done your edits!
Next, COPY the button's html code and place this on your web page where you want the button to appear! 👍
Loan Repayment Calculator
The function of this widget:
This calculator gives estimates for how much the estimated repayments and total interest would be based on different mortgage amounts and structures.
Allows your potential clients on your website to have a tool/ calculator they can input numbers and play around with- hopefully it raises some questions and prompts them to get in touch with you!
How to implement this button:
The branding settings you've already set for your business will automatically populate for the calculator (including colours and logos)👍
You can decide YES/ NO to have the Register button included with the widget. If you do, it will show up at the bottom of this widget as per below:
Finally, you can COPY the calculator's html code to paste on your website!
Loan Term Calculator
Function of this widget:
This compares different repayment options for a lifespan of a mortgage, including adding extra contributions per payment.
Allows your potential clients on your website to have a tool/ calculator they can input numbers and play around with- hopefully it raises some questions and prompts them to get in touch with you!
How to implement this button:
The branding settings you've already set for your business will automatically populate for the calculator (including colours and logos)👍
You can decide YES/ NO to have the Register button included with the widget. If you do, it will show up at the bottom of this widget as per below:
Lastly, you can COPY the calculator's html code to paste on your website!
