Embedded funding search

Embed funding funding directly into your website to instantly have access to over 100 lenders

Example

https://your-website.com

Getting your Introducer Key

Once you've got your account set up by your Partnership Manager, navitagte to Website Integration (Production / Demo) page. You will be prompted to login if you haven't already.

Your Introducer Key is displayed in both highlighted areas - they are identical so you only need to copy once.

Important

• DO NOT change your Introducer Key because it's the unique identifier of your API Partner account
• Always double check if your Introducer Key is correct before a production release by checking the page in Step 1. You might not be able to receive commission if the Introducer Key is incorrect.
• Introducer Key would be different between Production and Demo environments
• The same Introducer Key of an environment can be used for Direct Hyperlink and Embeded Journey via JavaScript Snippets.

Place Embedded Funding Questionnaire

You have two options to embed the funding questionnaire

JavaScript - questionnaire modal

Place below link at the place you want to show the button. You can change the wording and style as you see fit. But please keep capitalise-funding as the one of the class names.

<a href="#" class="capitalise-funding">Get your business funded (in modal)</a>

Add below CSS to before the end of </head> tag to style the modal.

<style>
  #capFundQModal {
    width: 100%;
    height: 100%;
    top: 0;
    left: 0;
    position: fixed;
    z-index: 1000000;
  }
</style>

Place below the code before the </body> tag and REPLACE_WITH_YOUR_INTRODUCER_KEY with your introducer key. This JavaScript snippet will listen to the onClick of elements that have the class capitalise-funding and show the funding questionnaire in a modal.

If you have the user's consent, you can pass over in the answers parameter so the those answers could be pre-filled. See full list of answers supported.

Demo

<!-- Capitalise Funding Questionnaire -->
<script>
  function startCapitaliseQuestionnaire(ev) {
    ev.preventDefault();
    var el = document.createElement("div");
    el.setAttribute("id", "capFundQModal");
    document.body.insertBefore(el, document.body.firstChild);
    capitalise
      .init({
        referralCode: "REPLACE_WITH_YOUR_INTRODUCER_KEY", // !!! Replace with your introducer key

        // Pre-fill answers, optional
        // "answers": {
        //     amount: 25000,
        //     term: 3,
        //     useOfFunds: 1,
        //     companyType: 3,
        //     sector: 23,
        //     companyName: "ABC Limited",
        //     companyNumber: "13390812",
        //     revenue: 125000,
        //     contactPhone: '07974678882',
        //     contactName: 'Joe Bloggs',
        //     contactEmail: 'joe.bloggs@abc-limited.com',
        //     invoices: true,
        //     assets: false,
        //     epos: true,
        //     purchaseOrders: false,
        //     permissions: true,
        //     clientsType: 3
        // }
      })
      .start.inWrapper("capFundQModal");
    document.getElementById("capFundQModal").className = "show";
  }
  var capitaliseFundingButtons =
    document.getElementsByClassName("capitalise-funding");
  for (var i = 0; i < capitaliseFundingButtons.length; i++) {
    capitaliseFundingButtons[i].addEventListener(
      "click",
      startCapitaliseQuestionnaire
    );
  }
</script>
<script src="https://demo.capitalise.com/app/qst/bootstrap/js/script.js?1549992796"></script>
<!-- Capitalise Funding Questionnaire -->

Production

<!-- Capitalise Funding Questionnaire -->
<script>
  function startCapitaliseQuestionnaire(ev) {
    ev.preventDefault();
    var el = document.createElement("div");
    el.setAttribute("id", "capFundQModal");
    document.body.insertBefore(el, document.body.firstChild);
    capitalise
      .init({
        referralCode: "REPLACE_WITH_YOUR_INTRODUCER_KEY", // !!! Replace with your introducer key
      })
      .start.inWrapper("capFundQModal");
    document.getElementById("capFundQModal").className = "show";
  }
  var capitaliseFundingButtons =
    document.getElementsByClassName("capitalise-funding");
  for (var i = 0; i < capitaliseFundingButtons.length; i++) {
    capitaliseFundingButtons[i].addEventListener(
      "click",
      startCapitaliseQuestionnaire
    );
  }
</script>
<script src="https://capitalise.com/app/qst/bootstrap/js/script.js?1549992796"></script>
<!-- Capitalise Funding Questionnaire -->

Iframe

Alternatively, you can user embed the questionnaire as iframe by below code at the place you want to show the questionnaire. Iframe currently does not support pre-fill answers.

Demo

<iframe
  src="https://demo.capitalise.com/app/questionnaire/funding/search?introducer=REPLACE_WITH_YOUR_INTRODUCER_KEY"
  width="100%"
  height="100%"
  frameborder="0"
  scrolling="no"
  allowtransparency="true"
  allow="encrypted-media"></iframe>

Production

<iframe
  src="https://capitalise.com/app/questionnaire/funding/search?introducer=REPLACE_WITH_YOUR_INTRODUCER_KEY"
  width="100%"
  height="100%"
  frameborder="0"
  scrolling="no"
  allowtransparency="true"
  allow="encrypted-media"></iframe>

Pre-fill answer supported

Parameter	Description	Format
companyType	The tranding type of the company	Integer Default: null Enumerations: 1 Sole Trader 2 Limited Liability Partnership 3 Limited Company 4 Startup
amount	The amount of fund (business loans) required	Integer Default: null
useOfFunds	The use of funds	Integer Default: null 1 Day to day cashflow 2 Business expansion 3 Equipment/Asset finance 4 Refinancing debt 5 Import/Export 6 Tax bill due 7 Acquiring a business 8 Starting a business 9 Purchasing a property 10 Purchasing stock
term	The term of business loan in months. The value will be rounded up to the closest option below: 1-6 6 months or less 7-12 12 months 13-24 24 months 25-36 3 years 37-60 4-5 years >=61 More than 5 years	Integer Default: null
sector	The sector of the company	Integer Default: null Enumerations: 1 Agriculture 2 Automotive 3 Business Services 4 Construction 5 Courier 6 Distribution 7 Financial Services 8 Haulage 9 Healthcare/Care 10 Hotels/Guest House/Public House 11 Import/Export 12 IT Related 13 Manufacturing 14 Print/Publishing 15 Professional Services 16 Property 17 Recruitment 18 Retail 19 Security Services 20 Trade 21 Transportation 22 Wholesale 23 Other 27 Education 29 Charities 31 Media & Entertainment
companyNumber	The Companies House Number of the company. This number will be used for company lookup.	String(8) Default: null
companyName	The name of the company	String Default: null
yearsTrading	The period that the company has been trading in years	Integer Default: null
revenue	The company's revenue over the last 12 months in Brish Pounds (GBP)	Integer Default: null
invoices	Does the company raise invoices to businesses?	Boolean Default: null
clientsType	What type of businesses does the customer serve?	Integer Default: null Enumerations: 1 SMEs 2 Large Corporates 3 Public Sector 4 Consumers
epos	Does the company have a credit or debit card terminal?	Boolean Default: null
eposRevenue	The monthly revenue through the terminal in Brish Pounds (GBP)	Integer Default: null Enumerations: 1 Less than £2K 2 £2-3K 3 £3-4K 4 £4-5K 5 £5K+
asset	Whether or not the funding is for an asset	Boolean Default: null
assetType	The type of asset that funding is for - only applicable when asset is true	Integer Default: null Enumerations: 1 Transportation 2 Office 3 Stock 4 Manufacturing 5 A Business
purchaseOrders	Whether or not the customer receives any purchase order	Boolean Default: null
guarantee	The guarantee(s) that the customer is prepared to offer	Integer 1 Personal 2 Business 3 None 4 Both
contactPhone	The mobile phone number of company contact - currently only accepting the UK number without area code	String(11) Default: null
contactName	The full name of company contact	String Default: null
contactEmail	The email address of the company contact	String Default: null