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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

  1. Navigate to CRM > Widgets > Brochure Widget
  2. Click Upload Brochure
  3. Select a PDF or document file
  4. 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:

FieldRequiredConfigurable
NameYesAlways shown
EmailYesAlways shown
PhoneOptionalShow/hide
CompanyOptionalShow/hide
MessageOptionalShow/hide

Step 3: Customize Appearance

SettingDescription
TitleWidget heading (e.g., "Download our brochure")
DescriptionBrief text about the brochure content
Button TextDownload button label
Primary ColorBrand color for the widget
ThumbnailPreview image of the brochure

Step 4: Get Embed Code

  1. Click Generate Embed Code
  2. Copy the HTML snippet
  3. 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

  1. Visitor fills in their contact details and clicks download
  2. A new lead is created in the CRM with:
    • Contact name and email
    • Source tagged as "Brochure Download"
    • Which brochure was requested
  3. The brochure file is delivered to the visitor (direct download or email)
  4. 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.

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