Keep your own website

Add one line to the website you already have: its forms land in your CRM, ORBIT answers visitors there, and ORBIT can improve its SEO.

What you will do

Keep the website you love and still get every lead from it into Tanero, with ORBIT on duty there.

Watch it done for real, 1:24.

Steps

  1. Open Your own website

    Open Agent tools & settings in the sidebar and choose Your own website. Type your website's address (for example yoursite.com).

  2. Copy the line

    Press Copy next to your line. Paste it once, in your site's header, so it loads on every page.

    Not sure where? Press Installation instructions and pick the platform your website is built on: WordPress, Wix, Squarespace, Webflow, Shopify, GoDaddy Website Builder, Drupal or a site built by a web agency, or Other. Each one shows the exact clicks.

  3. Or send it to your web person

    Press Email this to my web person, type their address and press Open in my email. They paste the line into the site's header on every page and publish.

    The email holds only the line and what it does. Nothing about your clients or your account.

  4. Check that it works

    After you publish, open your site once, then press Check installation. Installed ✓ or Working ✓ means you are done. Line not found means the line is not on the page yet; A different line found means an old line must be replaced with yours.

  5. What you get

    With Lead capture and ORBIT on my website turned on, every form on your site lands in your CRM as a lead, and ORBIT prepares the follow-up. ORBIT also answers your visitors' questions right on your site. Off stops both at once.

    Improve SEO with ORBIT lets ORBIT improve your pages' titles, descriptions and text. It never changes your design, your menus or your links.

Say it to ORBIT

You can also just ask. For example:

  • “Is the line on my website installed?”
  • “Improve the SEO of my home page on my own website.”
  • “Show me the leads that came from my website this week.”

Tips

  • Paste the line once only, in the header. Two copies of it do no harm, but one is enough.
  • Some website plans hide custom code. If you cannot find a header or custom code setting, send the line to your web person.

Questions

Do you need my website password?

No. You or your web person paste the line yourselves. Tanero never logs in to your website.

Will it change how my site looks?

No. Your design, menus and links stay exactly as they are. ORBIT's chat button appears in a corner, and SEO changes touch only text.

Does every form work?

Normal forms on your pages do. A form shown inside another company's frame (some Wix and booking widgets) cannot be read; ask ORBIT and it will tell you which forms it sees.

Something not covered here? Ask ORBIT, or write to [email protected]. All guides