Index 1. Description 2. Examples 3. Installation 4. How to begin using

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2 Index 1. Description 2. Examples 3. Installation 4. How to begin using 4.1. Adding web forms Widgets Shortcodes 4.2. Adding CTA s Widgets Shortcodes

3 1. Description The Leadsius WordPress plugin allows all Leadsius users to seamlessly integrate their existing WordPress websites and blogs with Leadsius in order to boost conversion rates and drive in more business. If you do not yet have an account, you can signup free here. Benefits Track your leads actions across all website pages and posts Quickly add Leadsius web form widgets & shortcodes to pages across your website Easily create call-to-action widgets & shortcodes that demand attention and drive interest Effortless swapping of widgets and shortcodes to keep your website updated with the latest offers, promotions, events and more. 2

4 2. Examples Below you will find basic examples of what your website could look like using the Leadsius for WordPress plugin. If you would like to view this demo website for yourself, click here. demoweb.leadsius.com For these examples we ve used our demo website, which is a fake business website for the purpose of showcasing our WordPress plugin. Leadsius for WorPress CTA examples: In the example above, you will notice a CTA shortcode driving interest to a free trial registration as well as two CTA widgets at the bottom of the page - one driving to a webinar and the other to download an ebook. 3

5 In the example above, you will notice that we ve double-exposed our ebook CTA widget, this time on a product page in hopes of boosting conversions rather than leaving the widget on the home page only. Each page should have a CTA of some sort looking to drive interest to a web form whereby you convert your visitors into known leads. 4

6 Leadsius for WorPress web form examples: In the example above you will notice the web form that pertains to our ebook download. In using WordPress you can easily create pages such as these that act as landing pages to convert after a CTA drives your visitors to them. Tips: When creating a page like this to convert visitors into known leads, make sure that your text is direct and brief; focus on what your visitors will get by filling in the web form. Finally, make sure that the colors you use when designing your web form attract the eye in hopes of boosting your conversion rates. 5

7 In the example above you will notice a simple, single-field form used to generate blog subscription registrations. Sometimes less truly is more when it comes to the amount of fields used within your web form. 6

8 3. Installation Installing Leadsius Wordpress Plugin (using WordPress Admin Console) 1. From within WordPress, click on Plugins in the sidebar menu and click add new 2. Search for Leadsius and install Leadsius for WordPress 3. Once installed, click on Leadsius in your WordPress sidebar menu and go to Settings 4. Add your Leadsius API token to WordPress theme a. Login to Leadsius and go to Settings > API b. Create a new API key and assign it to a user. Make sure the checkbox is marked Enabled c. Copy the API key and paste it into your Wordpress plugin settings 5. Add your System Key a. Login to Leadsius and go to Settings > Account info b. Copy the system key and paste it into your Wordpress plugin settings 6. Click Save changes in your Wordpress settings and you re ready to go. (manually via FTP) 1. Delete any previously created Leadsius folder from the /wp-content/plugins/ directory 2. Upload Leadsius zip file to the /wp-content/plugins/ directory 3. Activate Leadius plugin via the Plugins menu in Wordpress 4. Once installed, click on Leadsius in your Wordpress sidebar menu and go to Settings 5. Add your Leadsius API token to Wordpress theme a. Login to Leadsius and go to Settings > APIs b. Create a new API key and assign it to a user. Make sure the checkbox is marked Enabled c. Copy the API key and paste it into your Wordpress plugin settings 6. Add your System Key a. Login to Leadsius and go to Settings > Account info b. Copy the system key and paste it into your Wordpress plugin settings 7. Click Save changes in your Wordpress settings and you re ready to go. 7

9 4. How to begin using Now that you ve installed your Leadsius plugin, it s time to begin creating shortcodes and widgets! 4. 1 Adding web forms You can add web forms to your WordPress pages either by widgets or shortcodes. Prior to doing this, you must create your web form within your Leadsius account. *Please note that the design selection for your web form within Leadsius will not carry over to WordPress. This is why we allow you to make selections such as button color, style and add CSS/Javascript to your widgets. For more on creating web forms in Leadsius, visit our support article here. 8

10 Web Form Widgets 1. From within WordPress, click on Appearance in the sidebar menu and click widgets 2. Select Leadsius form from your Available widgets section 3. Drag Leadsius form to desired widget area on the right (footer, sidebar, etc) 4. Select which Leadsius web form you would like to use from drop down selection 5. Populate required fields and select your Display page (where your web form will be featured) 9

11 1. Form: Select the Leadsius web form you would like to use 2. Name: Create a name for your web form widget that will be displayed only in the backend of your WordPress theme 3. Title: Create a title for your web form that will be displayed on your website (optional) 4. Body: Create body text for your web form that will be displayed on your website (optional) 5. Image: Select an image to be featured within your web form widget on your website (optional) 6. Style: Select 1 of 2 available styles; naked or box. 7. Colors: If you select box as your style, you can select white, grey or none as your color. 8. Button color: Define the color of your web form button 9. Custom CSS: If you d like to overwrite and use your own CSS to design your web form, place your code here (optional) 10. Custom Javascript: If you d like to overwrite and use your own Javascript to design your web form, place your code here (optional) Display: Select where you would like to have your web form widget displayed

12 Web Form Shortcodes Creating shortcodes for web forms 1. From within WordPress, click on Leadsius in the sidebar menu and select Web form 2. Click Add new shortcode form 3. Populate required fields and click save Adding shortcodes for web forms When editing a page or post within WordPress, you have the option to add a previously created shortcode to this page or post. To do so, place your cursor at the desired location, click the Leadsius tab located within your toolbar and select which shortcode you wish to embed. Here s a glimpse of how this will appear in your toolbar: 11

13 *Description of fields when customizing web form shortcode: 1. Name: Create a name for your web form shortcode that will be displayed only in the backend of your WordPress theme 2. Form: Select the Leadsius web form you would like to use 3. Title: Create a title for your web form that will be displayed on your website (optional) 4. Body: Create body text for your web form that will be displayed on your website (optional) *If you have previously created widgets or shortcodes for your Leadsius web forms or CTA s in WordPress, they will be displayed above with information on where they are featured across your website. 12

14 4. 2 Adding CTA s You can add CTA s (call-to-actions) across your WordPress pages either by means of widgets or shortcodes. These CTA s drive traffic via the URL of your choice either to other WordPress pages and posts or to landing pages that you have created in Leadsius. You should be using your CTA s to attract and drive traffic to pages that feature your web forms, whereby you then capture interest and nurture valuable relationships using marketing automation CTA Widgets 1. From within WordPress, click on Appearance in the sidebar menu and click widgets 2. Select Leadsius CTA from your Available widgets section 3. Drag Leadsius CTA to desired widget area on the right (footer, sidebar, etc) 4. Populate all required fields, including the URL that you would like to drive traffic to and select your Display page (where your CTA will be featured) 13

15 1. Name: Create a name for your CTA that will be displayed only in the backend of your WordPress theme 2. Title: Create a title for your CTA that will be displayed on your website (optional) 3. Body: Create body text for your CTA that will be displayed on your website (optional) 4. Image: Select an image to be featured within your CTA widget on your website (optional) 5. Button text: Create text for the button your visitors will click to take action on 6. Button URL: Define the URL that your CTA button will drive your visitors to 7. Layout: Select whether you would like the layout of your CTA to be large or normal 8. Style: Select 1 of 2 available styles; naked or box. 9. Colors: If you select box as your style, you can select white, grey or none as your color. 10. Button color: Define the color of your web form button Custom CSS: If you d like to overwrite and use your own CSS to design your CTA, place your code here (optional) 12. Custom Javascript: If you d like to overwrite and use your own Javascript to design your CTA, place your code here (optional) 13. Display: Select where you would like to have your CTA widget displayed

16 CTA Shortcodes Creating shortcodes for CTA s 1. From within WordPress, click on Leadsius in the sidebar menu and select CTA 2. Click Add new shortcode form 3. Populate required fields and click save Adding shortcodes for CTA s When editing a page or post within WordPress, you have the option to add a previously created shortcode to this page or post. To do so, place your cursor at the desired location, click the Leadsius tab located within your toolbar and select which shortcode you wish to embed. Here s a glimpse of how this will appear in your toolbar: 15

17 *Description of fields when customizing CTA shortcode: 1. Name: Create a name for your CTA short code that will be displayed only in the backend of your WordPress theme 2. Button text: Create text for the button your visitors will click to take action on 3. Button URL: Define the URL that your CTA button will drive your visitors to *If you have previously created widgets or shortcodes for your Leadsius web forms or CTA s in WordPress, they will be displayed above with information on where they are featured across your website. For more information or for any help you may need, drop us a line at anytime. 16 To keep up with the latest news, releases, tips & trends, head on over to the Leadsius blog. Leadsius.com

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