Syncro includes different widgets you can use to help process new requests from end users. 

You can also combine multiple widgets into flows for different situations using the Custom Widget Flows feature. You can also create as many Custom Widget Flows as you like to handle different situations. 

When an end user completes a Custom Widget Flow, this creates a Lead in Syncro. 

Create a Custom Widget Flow

To create a Custom Widget Flow, follow these steps:

1. Navigate to Admin > Integrations - Custom Widgets. Syncro displays the Widget Flows table.
2. Click New Widget Flow.
3. Enter a Name for your new widget flow, then click Create Widget Flow.
   Note: This name will be appended to any Tickets created by the Lead, in the Ticket Subject. When you have multiple flows, this helps you differentiate which Leads came from which flows. 
4. Use the Add Step dropdown menu to add a widget. See Widget Descriptions and Repair Widget.
5. If available, click the Settings button for that widget to provide additional details.
6. Repeat steps 4-5 to configure as many widgets/steps as you'd like to your flow.

Tips: 

• You can reorder widgets/steps at any point by clicking and dragging reorder icon () that appears next to it.
• Click the “Live URL” link to see your Custom Widget Flow in a new window. This is also the public-facing URL your end users will use to access your flow. 
• Click the "Embed Code" link to display the code you can copy/paste into your webpage.

Widget Descriptions

Appointment Widget

This step allows the end user to schedule an Appointment that will be added to your calendar.

Buy or Repair Widget

This step offers two options: repair or sell. If your end user chooses “repair,” the flow will go onto the next step. If they choose to sell, the flow will go into Sourcely.

Note: In addition to this Buy or Repair Widget, there a separate Repair Widget that can be configured and added to your Custom Widget Flow. See Repair Widget for more information.

Captcha Widget

To avoid spam, you can include a captcha. This displays a box the end user must check before proceeding; no robots allowed.

Confirmation Widget

The confirmation step creates a simple URL redirect for the end user to land on once they have completed the flow. 

This is handy if you have a page that is capturing Google analytics so you can keep track of all of your stats.

Customer Detail Widget

This step requires the  end user to enter certain information including a phone number, email address, and first and last name. It also provides the option to include address fields.

Custom HTML Widget

This step allows you to add any custom HTML. It's typically used as a "welcome" step to begin the flow:

Issue Detail Widget

In this step, the end user will complete the information to be added to their Ticket. Options include the Issue Type dropdown list, the Issue Subject, and Description. 

You can also include any groups of Custom Fields. Select multiple groups by holding down Ctrl on Windows or Command on Mac.

Signature Widget

This step allows you to include any terms and conditions and will add a signature box allowing the end user to sign as an acceptance of those terms. End users must sign/agree before they are able to proceed.

Note: When you add a Signature step, you will also need a Confirmation as the last step. The signature appears once the Lead is converted to a Ticket.