The Advanced Settings for the Sign-up Web Widget in Optix let you take greater control over your sign-up experience. By using embed parameters, you can customize which Plans or Passes appear, and design unique widgets for specific audiences or promotions.
Using the advanced settings helps you:
Target specific users: Display only the Plans or Passes you want to promote for each user segment
Increase conversions: Guide users toward your most relevant offerings
Enable multiple sign-up flows: Create different sign-up flows that suit each of your business needs
Note: The advanced embed options require coding to execute. We recommend that, if you do not read coding language, you reach out to a developer for assistance.
Looking to learn about how to enable the standard Sign-Up Widget without requiring coding knowledge? Check out this FAQ here!
How to enable the Sign-up Web Widget
How to enable the Sign-up Web Widget
To get started, first enable the Sign up Web Widget in your Optix dashboard:
Select Settings from the left-hand menu, followed by Web widgets, and then Sign up
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
Setting up Plan templates and Passes for your Web Widget
Setting up Plan templates and Passes for your Web Widget
For an embed/pop-up code:
class=”subdomain-member-widget”
optix-venue=”subdomain”
mode=”pop-up” OR mode=”embed”
You can add your Plan template parameters to the tag where you are defining the class "optix-member-widget". The following parameters are available:
optix-args-plans=”123” - This will skip the Plan template finder interface and show a specific template to the user. The user will not be able to go back to the finder interface and will only be able to purchase this Plan template. This number references the Plan template ID (where to find these numbers is detailed below).
optix-args-plans=”123,456,789” - This will only show Plan templates from the specified template IDs. You must separate each ID with a comma. If you provide an invalid ID, then the widget will simply ignore it.
optix-args-products="111" - Similar to the Plan template parameter, this will show a specific Pass to the User. The user will not be able to go back to the finder interface and will only be able to purchase this Pass.
optix-args-products="111,222,333" - This will only show the Passes from the specified Pass IDs, and the order in which you list them will be the order they appear in the sign-up web widget. If you provide an invalid ID, then the web widget will simply ignore it.
optix-args-order="123,456,111,222" - This can allow you to show both Plan templates and Passes together, and the order in which you list them will be the order they appear in the sign-up web widget. These will need to be already listed in the optix-args-plans and optix-args-products, like the above.
Note: To customize the order of the Plans and Passes, you must specify the Plans and/or Products parameters first, and then set the order. If not, the order of the Plans & Products will be ignored. |
For a link:
Here’s an example of what your sign-up link should look like when using the advanced embed method:
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 |
Input the bolded information at the end of your sign-up link, generated in Settings > Web Widgets. The numbers above reference a Plan template’s ID for the Plan parameter and Pass IDs for the Products parameter.
Tip: You can also choose whether users see the Plan/Pass selection step first in your sign-up flow. This works perfectly in combination with your Plan/Pass parameters, allowing you to create sign-up widgets tailored to specific Plans or Passes.
How to collect additional details from your leads
How to collect additional details from your leads
Please refer to this FAQ for step-by-step instructions on how to collect additional details from your leads using your Sign-up Web Widget.
Where to find the Plan template and Pass ID
Where to find the Plan template and Pass ID
Please contact support@optixapp.com if you cannot retrieve your Plan template and/or Pass IDs. Optix support hours are Monday - Friday, 9AM - 5PM PST.
FAQs
FAQs
Can I limit which Plans or Passes appear in my sign-up widget?
Yes, by using the Plan and Pass parameters in your embed or link setup, you can control which options are shown to users during sign-up.
Can I reorder how Plans and Passes appear?
Yes, you can define the order using the optix-args-order parameter. Just make sure those IDs are already listed in your Plans and Passes parameters.
Can I use the advanced embed without coding?
Yes, you can! If you prefer not to edit HTML directly, you can use the link method instead of the embed code. Simply add your desired parameters (such as specific Plan or Pass IDs) to the end of your sign-up link — no coding required.
Troubleshooting
Troubleshooting
I don’t see my Plan or Pass in the sign-up widget.
Check the Plan/Pass visibility settings. They must be marked as Visible to new users in Settings → Features → Plans & Passes.
The order of Plans or Passes isn’t showing correctly.
Ensure that you’ve defined the order after setting your Plans and Passes parameters. If the parameters aren’t listed first, the order will be ignored.
My sign-up widget isn’t displaying on my website.
Confirm that you’ve embedded the correct code snippet or link, and that your website supports HTTPS (SSL).
The widget isn’t showing the expected Plans or Passes.
Double-check that the Plan and Pass IDs entered in the parameters are valid and active. Invalid IDs will be ignored by the system.