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Widget Builder & Embed

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Creating a widget

  1. Go to Integrations in the sidebar
  2. Click the Create New tile in the widget grid
  3. A new widget is created and opened automatically
  4. Type a name in the Widget name field at the top of the editor

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Building your widget

Widgets are made up of pages and blocks. A page is a step in the form. Each page contains one or more blocks (fields, layout elements, or actions).

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Managing pages

  • Click Add page in the left sidebar to add a new step
  • Hover a page to reveal the drag handle — drag to reorder
  • Click the trash icon to delete a page (minimum 1 page is required)

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Block types

Blocks are added from the left sidebar. They are organized into four groups: Layout Content Inputs — these collect data from the visitor Actions

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Block operations

Right-click any block (or use the block’s context menu) to:
  • Duplicate — copy the block in place
  • Delete — remove the block
  • Move up / Move down — reorder within the page

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Multi-step options

When your widget has more than one page, configure the step navigation in the Properties panel on the right:
  • Show progress bar — displays a progress indicator at the top
  • Progress style — bar or dots
  • Next button label — default: “Next”
  • Back button label — default: “Back”
  • Submit button label — default: “Submit”

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Saving

Click Save to save the current state as a new version. Every save creates a new version in the version history — you can restore any previous version from the versions list.

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Publishing vs draft

Click Publish to make the widget live. Click Make Draft to take it offline without deleting it.
Only published widgets accept submissions. If your embedded widget is not appearing or not submitting, check that the widget status is Published.

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Sharing & embedding

Once a widget is selected, open the Share & Embed tab. A hosted URL where visitors can fill in the widget directly — no embedding required. Share this link in emails, social media, or anywhere you want to direct people. The script embed is the standard way to add a widget to your website. Copy the code snippet and paste it into your site’s HTML where you want the widget to appear.
The script automatically loads the latest published version of the widget — no need to update the embed code after you make changes and republish.

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iFrame embed

For platforms that block external scripts (Wix, Squarespace), use the iFrame embed instead. It loads the widget in an isolated frame.

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Platform quick-start guides

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Widget versioning

Every time you click Save, a new version is created. To view or restore a previous version:
  1. Open the widget in the Design tab
  2. Click Version history (clock icon in the header)
  3. Browse previous versions with their timestamps
  4. Click Restore on any version to make it the current draft
Restoring a version does not automatically publish it — you still need to click Publish after restoring.

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Troubleshooting

Check that:
  1. The widget status is Published (not Draft)
  2. The data-org-id and data-widget-id attributes in your embed script are correct — copy them directly from the Share & Embed tab
  3. There are no JavaScript errors in your browser console blocking the script from loading
  4. Your site’s Content Security Policy (CSP) allows scripts from financely.app — if not, use the iFrame embed instead
Confirm the widget is Published. Draft widgets silently reject submissions. Also check the Leads page to confirm — leads from widget submissions appear with source “widget”.
Make sure the last page of your widget includes a Submit button block from the Actions group. Without it, the form cannot be submitted.
The iFrame has a fixed height by default. Adjust the height attribute in the iFrame code to fit your widget’s content, or set height="100%" and manage the container height in your site’s CSS.