• How To Navigate To Manage Lead Type

    To access the Embedded Code for any lead type, follow these steps:

    • From the left sidebar, click on Manage Lead Type
    • This will open the LeadType » Listing page showing all configured lead types in your system
  • LeadType Listing Table

    The listing table displays all your lead types with the following columns:

    • ID — unique system-generated identifier for each lead type
    • LeadType Name — name of the lead type (e.g., solar, homeimprovement, payday, mortgageloan, autoinsurance, healthinsurance, homeinsurance, moving, paydayuk)
    • Embedded Code — click the </> </> icon to open the embedded code popup for that lead type
    • Posting Method — shows whether the lead type uses Ping & Post or Direct Post method
    • Status — ON/OFF toggle to activate or deactivate the lead type
    • Action — buttons to Edit, Delete, Manage Iframe, or Replace the lead type
  • How To Open The Embedded Code Popup

    To get the embedded code for a specific lead type:

    • Locate the lead type you want in the listing table (e.g., solar)
    • Click on the </> </> Embedded Code icon in the Embedded Code column for that row
    • A popup will open titled [LeadType Name] Lead Type Multi Steps JS Form — for example, Solar Lead Type Multi Steps JS Form
  • Popup — JS Form Embed Code

    The top section of the popup contains the Multi Steps JS Form embed code. Important notes shown in the popup:

    • Change the vid parameter value in the code as per your requirement
    • To redirect after form submission, add redirect_url=https://www.google.com in the URL where you place the code
    • To pass the landing page URL in the post data, add url=https://yoursite.com/form in the URL where you place the code
  • Popup — Iframe Form Embed Code

    The bottom section of the popup contains the Iframe Form embed code. This is an alternative embed method using an <iframe> tag. The iframe code includes:

    • src — the URL pointing to the lead type’s iframe step form on the PingTree system
    • leadtype and vid parameters — identifiers for the lead type and vendor
    • url and redirect_url parameters — for passing landing page URL and post-submission redirect
    • iFrameResizer script — automatically included to handle dynamic iframe height resizing on your website
  • How To Copy And Use The Code

    To embed the form on your website:

    • Select either the JS Form code or the Iframe Form code from the popup depending on your preferred embed method
    • Copy the entire code from the text area
    • Paste it into your website’s HTML page where you want the lead form to appear
    • Update the vid, url, and redirect_url parameters as needed before publishing
  • Close The Popup

    Once you have copied the required embed code, click the ✕ (close) button at the top-right corner of the popup to dismiss it and return to the LeadType listing page.


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