The PSAI weather widget gives homeowners the opportunity to receive a customized storm report that reveals the most recent weather events to have affected their roof. Learn how to create a weather widget in the instructions below.
1. Go to Site Tools
After logging into PSAI, go to Site Tools from the left-hand navigation bar.
2. Click "Create Tool"
From the Site Conversion Tools page, click "Create Tool" in the upper right corner.
3. Choose Weather Widget
From the menu of options, choose Weather Widget and then click Next.
4. Add URLs
On the next screen, you can add any URLs on which this weather widget will appear.
By default, the website URL connected to your PSAI account will be pre-populated. You can add other websites as well—for example, if you have a sister site or are using a special domain for this campaign.
Only the URLs entered here will be able to display your weather widget. If you need to add more URLs later, you can do so by editing the site tool.
5. Add Email and Phone for Lead Notifications
Next, enter the email addresses and/or phone numbers for anyone who should get notified when a lead interacts with this weather widget. (This might be a sales rep, an office scheduler, etc.)
Please note that at least one email address is required, and you can always change these settings later.
To make this step easier, PSAI will suggest saved email addresses and phone numbers as you type them!
Want to add new phone numbers or email addresses to this list? Learn how to save this information to a PSAI user's profile.
6. Give a Name and Create the Tool
Give your weather widget a name and then click Create Tool.
The name you give to your site tool will be used to label leads the Com Portal (as shown below). For that reason, we recommend choosing a name that is short and easy to recognize.
7. Customize Your Weather Widget
After you've created your new site tool, you'll be brought to the Settings page for this new weather widget. Click into the Customize tab to make all the changes you'd like, including:
- App display style: embedded, floating, or pop-up
- Button color
- Form fields
- And more!
Please refer to our article on customizing your weather widget for more information.