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How do I enable leads to sign up for a Plan or Pass on my website?

As an admin, learn how to embed a customizable sign-up form onto your website

Sarah L. avatar
Written by Sarah L.
Updated this week

The Sign-up Web Widget allows prospective users to sign-up for a Plan or Pass directly through your website. With a customizable and fully embeddable form, you can promote your offerings, collect user details, and enable Plan or Pass purchases — all in one seamless flow.

Enabling the Sign-up Web Widget helps you:

  • Increase the conversion of your website: Let users sign-up directly on your website from anywhere, anytime

  • Promote your offerings: Showcase Plans or Passes directly on your website

  • Streamline user management: Automatically capture user details and sync them to your dashboard

  • Enhance brand experience: Customize the widget to match your brand

How to enable the Sign-up Widget

To get started, first enable the Sign-up Web Widget in your Optix dashboard:

  1. Select Settings from the left-hand menu, followed by Web widgets, and then Sign up

  2. This feature should be enabled by default. If it’s not currently enabled, on the right-hand side of the screen under Using this feature, select Enable Feature

How to customize your Sign-up Widget

Next, you'll want to ensure your Sign-up Widget is customized to showcase your offerings:

  1. Under General you can upload images for your onboarding form, add welcome text, and thank you text

  2. To further customize the look of your onboarding form, go to Settings > Web widgets > Theme. Changes made here will affect all of your Web Widgets. Learn more on how to customize the design of your web widgets here.

  3. If you'd like to feature a specific Plan, or a group of Plans, during the Sign-Up flow, you can use advanced embed options to showcase them. Follow this FAQ to learn how to employ this.
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How to choose the order of the steps in your form

Optix allows you to customize the order of your sign-up steps in the web widget. You can decide whether new Users should:

  • First select a Plan or Pass, and then enter their user details, or

  • First enter their details, and then select a Plan or Pass.

To configure this setting:

  1. Go to Settings > Web widgets > Sign up

  2. Under Sign-up flow, toggle Show Plan/Pass selection first to make the plan selection step appear before the user information step. When enabled, Users will see available Plans or Passes (that are visible to new users) at the start of their sign-up process

Note: If you have marked certain Plans or Passes as Not visible to new users (see below), these will not appear in the sign-up widget, even if this option is enabled

How to select which Plan and/or Pass you’d like to make visible

You can select which Plan and/or Pass you’d like to make visible via the ‘Visible to new Users’ toggle.

The first toggle allows you to control whether the Plan and/or Pass is visible to new Users via your Sign Up Web Widget.

How to collect additional details from your leads

To create and enable additional details you want to collect from users filled out the Tour form:

  1. Navigate to Settings > Web widgets > Sign-up Web Widget, scroll down to the bottom under 'Included fields' to click Go To User Properties OR navigate to Settings > User settings > User properties

  2. Optional: Create a separate property group for your Sign-up Web Widget. Click here to learn more.

  3. Create your questions via User properties
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  4. Scroll to the bottom of the user property under 'Sign-up Web Widget', and select either Optional or Required based on your preference.
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  5. Click Save

How to embed the form on your website

Note: Your website must be SSL enabled (https) in order to accept payments through this feature. If you are not sure if your website meets these requirements, please contact your web developer or website hosting service.

There are three different ways you can enable your sign up widget:

  • Embed will allow you to have the sign up form integrated on to one of your existing web pages

  • Pop-up will allow you to have Users click a button to open a modal that displays over the top of a webpage

  • Link will give you the URL to which you can connect a "Sign-up" button (or something similar) to open the web User sign-up form on a separate page. You can also include the link to social pages, in emails, etc.

To select your preferred method:

  1. Scroll down to Embed and select pop-up, embed, or via a link

  2. Click Get the Embed Code/Link to generate the code or link that can be added to your website

If you are unfamiliar with how to edit your website, it is recommended that you work directly with your web developer on how best to integrate this functionality on your website. If you don’t currently have a web developer available to you, we recommend using the link option. The link to book directly from your website will be in the format: yoursubdomain.optixapp.com/signup

Note: To allow Users to select a Plan or a Pass and purchase them via the sign up Web widget, you'll need to connect to a payment gateway.

How to restrict access to your mobile app

Important: When the Sign up widget is enabled, it is possible for anyone on the internet to access your form and become a User in your Optix account.

We recommend making payments required and requiring Users to purchase a plan or have the allowance via the Sign-up Web Widget to immediately access the mobile app.

  1. In your admin dashboard, go to Settings > Features > Plans & Passes > Permissions
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  2. Enable Users must have allowance or an active plan to access the mobile app
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With this setting turned on, anyone coming into your location who has a credit card and a Plan or Allowance assigned to their profile will be able to log into the mobile app as soon as their plan is active

FAQs

Can I promote a specific Plan or Pass through a marketing campaign using the Web Widget link?

For a link:
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Yes! You can reach out to our team at support@optixapp.com to get the Plan or Pass ID for the Plan or Pass you're looking to promote. Input the Plan or Pass ID at the end of your sign-up link, generated in Settings > Web Widgets.

For Plans:

subdomain.optixapp.com/signup?plans=123,465,786

For Passes:

subdomain.optixapp.com/signup?products=123,465,786

For both Plans and Passes (respectively):

subdomain.optixapp.com/signup?plans=123,465&products=786,901

Troubleshooting


​The widget isn’t appearing on my website.

Make sure you copied the full code or link correctly, and that your website uses https:// (secure connection).

Plans or Passes aren’t showing.

Confirm that the Plans or Passes you want to show are marked as Visible to new users in Plans & Passes.

Users can sign up but can’t access the mobile app.

Go to Settings → Features → Plans & Passes → Permissions and enable Users must have allowance or an active plan to access the mobile app.

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