Brochure Widget
Offer downloadable brochures on your website while capturing visitor contact information
Brochure Widget
The brochure widget allows visitors to download brochures or documents from your website after providing their contact information. This captures leads while delivering valuable content.
Setup
Step 1: Upload Brochure
- Navigate to CRM > Widgets > Brochure Widget
- Click Upload Brochure
- Select a PDF or document file
- Enter a display name for the brochure
You can configure multiple brochures, each with its own widget instance.
Step 2: Configure Form Fields
Choose which fields the visitor must fill in before downloading:
| Field | Required | Configurable |
|---|---|---|
| Name | Yes | Always shown |
| Yes | Always shown | |
| Phone | Optional | Show/hide |
| Company | Optional | Show/hide |
| Message | Optional | Show/hide |
Step 3: Customize Appearance
| Setting | Description |
|---|---|
| Title | Widget heading (e.g., "Download our brochure") |
| Description | Brief text about the brochure content |
| Button Text | Download button label |
| Primary Color | Brand color for the widget |
| Thumbnail | Preview image of the brochure |
Step 4: Get Embed Code
- Click Generate Embed Code
- Copy the HTML snippet
- Paste it into your website
Embed Code Example
<div id="alpha-brochure-widget"
data-tenant-id="your-tenant-id"
data-widget-id="your-widget-id">
</div>
<script src="https://your-domain.com/widgets/brochure.js" async></script>What Happens on Submission
- Visitor fills in their contact details and clicks download
- A new lead is created in the CRM with:
- Contact name and email
- Source tagged as "Brochure Download"
- Which brochure was requested
- The brochure file is delivered to the visitor (direct download or email)
- The assigned team member receives a notification
Tracking Downloads
Each brochure download is recorded as an activity on the lead, allowing you to see which content drives the most engagement.