New Currency Module, making it more flexible, customizable, and partner-friendly. Here’s what’s new:
Two-Way Currency Conversion – Users can now swap currencies and convert values both ways, not just from GBP. This feature supports the G10 currency list for seamless conversions.
Customizable Margins – We’ve added new fields within the module, allowing clients to manually adjust margins for more control over conversion rates.
Seamless Partner Integration – A new iframe option enables embedding on partner websites, and the “Get a Quote” button can now link directly to a partner landing page.
Brand Visibility with Caxton – For iframed versions, a “Provided by CAXTON” message and logo now appear at the bottom of the calculator, linking to the Caxton website for transparency and brand recognition.
Module Tutorial
This tutorial will guide you through the key features and settings of the updated Currency Converter Module. You’ll learn how to enable two-way currency conversion, adjust margins, integrate the module via iframe, and customize the “Get a Quote” button for partner pages. Follow the steps below to set up and maximize the module’s functionality.
Add the module to the page
Search for “Rates Converter with Iframe” in the module library.
Drag and drop the module onto your page.
Save and apply the changes to ensure the module is added correctly.
Adjust Margins
The Rates Converter module allows you to manually adjust exchange rate margins based on the transaction amount.
The margin values are stored within the module settings and can be customized based on client needs.
Locate the Margins Settings inside the module configuration.
Enter custom margin values for each tier (e.g., 0.004 for transactions below 100,000).
Save and publish the page to apply the changes.
Adjust copy
To customize the text displayed in the Rates Converter module, follow these steps:
Navigate to the “Form Text” dropdown in the module settings.
Edit the labels to match your preferred messaging (e.g., button text, form responses, instructional text).
Save your changes to apply the updated copy across the module.
Pop-up Modal Configuration
Create or select a HubSpot form under the "Form Field" section.
Ensure the form includes all necessary fields for lead capture.
The form will appear when users click the “Get a Quote” button.
Set Up iFrame Pages
To create a dedicated iframe-friendly page for partners, follow these steps:
Go to HubSpot > Website > Website Pages
Click “Create New Page” and select “Website Page”
Choose the “Partner - iFrame template” template from the available templates
Customize the page settings (title, URL, meta description)
Save & Publish the page
This page will be embedded on partner websites using an iframe, ensuring a seamless experience.
Adjust settings
To ensure seamless integration with partner websites, follow these steps:
Enable the iframe toggle to allow embedding on partner sites.
Update the button label and URL with the partner’s link and branding.
Modify the Caxton logo URL for custom landing pages (e.g., use caxton.io/lp-partner-name as the referrer).
Send the iframe code to the partner
1. Publish the updated iframe page after making changes to the module. 2. Replace the placeholder URL in the iframe code below with the live page URL. 3. Share the updated iframe code with the partner for embedding on their website.
