A general guide on common issue with LeadGen, what to look for to report bugs, and how to fix common issues.
Description of feature:
LeadGen is an embedded case creation tool that connects a user's LDA account to their website. It allows for visitors of an agent's website to fill out an individual needs analysis (referred to as INA from here on out). Once the INA is filled out, if the individual who submitted is eligible for any products, a case will automatically be created for that individual in the insurance agent's LDA account.
List of common occurring issues/bugs:
- Wix Website - 500 error
- refuse to connect
- Function has expired
- no cases generating
Guide for replicating Refused to connect/Function has expired errors:
All LeadGen errors should be investigated by visiting the URL that it is embedded on, especially for the common issues 1 and 2 and 3.
Once on the webpage, inspect the element (right click, then choose the "inspect" option in your browser).
💡 You can also use the "view page source" button and look for the token there. Inspecting the element simply lets you see the page still.
From there you should see a screen similar to the following, you may need to click the pointer icon in the top left of the window and select the embedded LeadGen tool in order to see the text:
Once you've successfully inspected the element, look for text similar to the following (the token will be different):
<iframe src="https://app.lifedesignanalysis.com/case/embed/start/token/qj0JHNTMVzvL9NFY/" class="lda-embed" id="iFrameResizer0" scrolling="no" style="overflow: hidden; height: 213px;"></iframe>
That is the iFrame that's been embedded on the user's website. For common errors 1-3 we'll be validating that the "token" within the embed matches what the user has in their "my account" area on LDA.
The token is this text, which was pulled out of the URL above: qj0JHNTMVzvL9NFY
Most of the time, the common bugs are caused by the token in the embedded LeadGen doesn't match what's in the user's "my account" area. In this sample, the token doesn't match.
As you can see, the token above isn't the same. In order to resolve this error, the user simply needs to copy the snippet again, and replace the one that's on their website with the correct one and hit "Save".
IMPORTANT NOTE:
If the user clicks "Save and Generate New Token" after replacing the snippet, it will generate a new token, causing any embeds currently active with the previous token to expire until the snippet has been replaced.
FAQ:
What's a token?
A token is a text string that matches LeadGen to your LDA account. The token must match what's in your "My Account" section.
What is Wix?
Wix is a popular website building tool.
Why does Wix cause problems?
Wix's web builder utilizes a sandbox URL, which will cause your domain to appear as one thing, but actually be different. Wix domains end with ".filesusr.com" and generally need the "." replaced with "-" before that final domain.
For example, for www.lda.com, if it was created on Wix the required domain to allow on your "My Account" area would be "www-lda-com.filesusr.com"
What if LeadGen is really small in the window?
The user needs to adjust the size of the div/container they've embedded LeadGen in. LeadGen is responsive, meaning it will scale to fit whatever window it's embedded in.
Can LeadGen be embedded on multiple websites/domains?
Yes, however it is still meant for individual use and is tied to your individual account. For Round-robin see the related FSA/Path configuration guide.