What are widget profiles?

A widget profile holds the quote settings and style for your getSoapy widgets: the quote widget, payments, customer portal, documents and the combined widget. Every business starts with one, your default profile, which your getSoapy website and your plugins use unless you choose another.

Add more profiles when a website or page needs to look or behave differently, for example a dark widget on one page and a light one on another.

To manage your profiles, go to Tools > Settings > Website > Widget profiles or search for Widget profiles.

Add a widget profile

  1. Click the + icon in the top-right corner.

  2. Give the profile a Name, then click Add.

  3. Click the profile to change its settings, then click Save.

Quotes

The Quotes tab lets you choose which fields are included in quote requests, along with:

Split the form into sections
Show the quote form a page at a time. We recommend it. Turn on Section titles to show a title on each page.
Floating quote button
Show a button in the bottom-right corner on pages without a quote widget. You can change its Label.

Style

The Style tab changes how the widgets look:

Colours
Choose a Theme of Light, Dark or Match the visitor's device, and a Brand colour, Background colour, Text colour and Title colour.
Fonts
Use the fonts on your website, or choose a Title font and Body font of your own.
Frame
Choose the Padding, whether to show a Border, Rounded or Square corners, and the size of the Shadow.

Anything left on Default uses the getSoapy defaults.

Add a profile to your website

Click the menu icon next to a profile and select Add to your website for the code to copy:

Recommended
Use this profile for every widget on a website. Add the script to every page, then a tag wherever you want a widget.
Advanced
Use this profile for some widgets only. The rest of the page keeps your default profile.

If you use WordPress, choose the profile in the plugin's settings or in a block's settings instead (see How do I configure the getSoapy Wordpress plugin?). For more options, see the Javascript plugin.

Select Details from the menu to rename the profile or turn off Track page views. Turning it off also stops your website stats, and new quotes won't show where they came from.