Quickstart
From signup to a live magnet on your site in about five minutes.
Step 1: Sign up
Create an account at machfivemagnet.com/app/#/signup, or log in if you already have one.
Step 2: Create a magnet
- Go to Magnets and click New magnet.
- Name it, something like “Homepage quote magnet”.
- Enter the domain(s) it should run on, comma-separated (e.g.
example.com, www.example.com). - Pick a display format: chat bubble, slide-in panel, modal, or inline.
Note
The domain list is an allow-list, enforced server-side: the magnet only loads on domains you list here.
Step 3: Shape it
A new magnet works out of the box with a starter flow; everything here is adjustable in the same modal:
- Welcome hub: keep “Open on a welcome message + CTA bar” on and write your welcome message. Then enable only the buttons you can staff: Book (an in-panel scheduler, or paste your own booking link), Chat (runs your flow), Call and Email (your number or address, one tap for the visitor), Support (a multi-select intake with your own options). Unchecked buttons don’t appear.
- Flow: click Flow on the magnet card to open the flow builder. Add steps from the type palette, edit them inline, drag to reorder. Each answer maps to a field on the captured lead.
- Appearance: brand color, light/dark/auto theme, logo, header title and subtitle.
Click Preview at any point to see exactly what visitors will see.
Step 4: Install the snippet
Copy the embed snippet from the magnet card and paste it into your site’s HTML, just before </body>:
<script src="https://machfivemagnet-saas.onrender.com/m5t/v5/coreSnippet?appguid=YOUR-MAGNET-ID" async></script>
Your magnet’s ID is filled in for you: the copy button on the magnet card gives you the finished tag. The script loads asynchronously and carries your magnet’s appearance and flows with it; there is nothing else to configure on the page.
Note
Inline format only: also place <div data-m5m-inline></div> where the magnet should render. Chat, slide-in, and modal formats float over the page and need no extra markup.
Warning
The snippet is only served to domains on the magnet’s allow-list. If the widget doesn’t appear, check that the site’s domain is listed on the magnet, then reload.
Platform notes
The snippet works anywhere you can paste a script tag:
- WordPress: your theme’s footer, or any footer-scripts plugin
- Shopify:
theme.liquid, before</body> - Google Tag Manager: a Custom HTML tag
Step 5: Watch it work
Open your site and run through the magnet yourself. Then check the app:
- Dashboard: your test open lands in the completion funnel and the opens/leads trend.
- Conversations: your journey, step by step, with a timeline.
- Leads: the lead you just captured, with every answer in the detail drawer.
What’s next
- Concepts: flows, triggers, journeys, and A/B testing in depth
- Integrations & data: getting your data out
