Creating a new site conversion tool is the first step toward using that source to generate leads. Follow the instructions below to create any of the five site tools available in PSAI: Quote Form, Weather Widget, Chat, SMS/Texting Number, and Facebook Business Chat.
1. Go to "Site Tools"
Log into your PSAI admin and click "Site Tools" from the left-hand toolbar.
This will bring you to the Site Conversion Tools page shown below.
2. Click + Create Tool
In the upper right-hand corner, click the button that says "+ Create Tool."
3. Choose the Basic Settings
After clicking the button to create a new tool, you'll be brought to the Settings panel shown below.
On this page, you'll fill out the required information to create your new site tool, including the name, email/SMS notifications, and more. These are just the most basic settings required to create your tool; more advanced customizations will be available later.
For more detail and explanation about these fields, please review our resource explaining the different site conversion tool settings.
4. Save Your Changes
Once you've entered your settings, click the "Save" button at the bottom to complete the process of creating your new site tool.
Once you click "Save," you'll be brought to the screen shown below.
This article is part of a series on creating and using marketing sources. Learn what to do next in the linked resources below: