General Settings
Configure and manage all core settings of the solarVis Lead Generator from deployment to branding, localization, legal content, and connected to tracking.
Purpose of This Page
The General Settings page enables full control over how the solarVis Lead Generator operates and appears to customers. It ensures that:
The Lead Generator is correctly deployed and accessible
Content is localized for target markets
Visual branding matches your company identity
Legal requirements are met
Tracking and analytics are properly configured
This page should be reviewed and completed before launching it publicly.
What You Can Do Here
From the General Settings page, you can configure the following capabilities:
Activate, pause, or temporarily disable the lead generator
Configure how the lead generator is deployed via iframe, subdomain, or both
Select whether feasibility calculations are based on packages or cost configuration.
Control supported languages, countries, and grid connection types
Select the default proposal template used for generated leads
Apply company-wide numeric formatting
Customize branding elements such as colors, logo, and favicon
Configure SEO metadata for search engines and social media previews
Manage legal content and consent requirements to ensure compliance
Control whether contact information is visible in emails sent to end users
Enable analytics and tracking integrations to monitor performance
This page serves as the foundation for configuring, validating, and preparing the lead generator before making it publicly available.
Page Structure
The General Settings page is organized into clearly separated configuration sections. Each section focuses on a specific aspect of the lead generator and can be saved independently.
General Info
This section controls the availability, deployment, and embedding of the lead generator.
Lead Generator Status
This section controls whether the lead generator is accessible to end users.
Status indicates whether the lead generator is currently active or inactive.
Under Construction Mode can be enabled to temporarily disable public access.
When under construction mode is active, the lead generator cannot be accessed by users, even if the deployment settings are valid.
This is useful during setup, testing, maintenance, or content updates.
Deployment Configuration
This section defines how and where the lead generator is hosted and embedded.
Deployment Type allows you to choose how the lead generator is delivered:
Iframe
Subdomain
Both iframe and subdomain
Domain defines the subdomain on which the lead generator is hosted.
Deployment Status indicates whether the configuration is valid.
A valid deployment status confirms that the domain is correctly set and accessible.
If the Deployment Status shows Invalid Configuration, the required CNAME record is missing or incorrect. To fix this:
Add a new CNAME record in your domain provider
Use the subdomain shown in the settings as the Name
Use the provided target value as the Value
Wait for DNS propagation and refresh the page
Once correctly configured, the status will change to Valid.
Iframe Integration
This section provides everything required to embed the lead generator into a website.
The iframe script is generated automatically based on the deployment types.
The script can be copied and embedded into any website or CMS.
No manual configuration is required beyond copying the embed code.
Feasibility Type
This section defines how feasibility calculations are performed for potential leads.
Package-Based Feasibility
Applies predefined packages
Package creation and management are handled on the Settings > Project > Packages page.
Important: Packages apply only to the residential project type.
Cost-Based Feasibility
Uses detailed cost configuration
❗️Important Note:
The image shows the Packages result screen. It displays multiple predefined system options with fixed configurations and prices, allowing users to compare and select a recommended system.
❗️Important Note:
This shows the Cost Configuration result screen. It displays a single feasibility output with a detailed financial breakdown, such as system size, annual savings, project cost, payback period, and environmental impact.
Localization Settings
This section controls available languages or countries, and grid connection types.
Available Languages define which languages users can select in the lead generator.
The default language determines which language is displayed when the page is first loaded.
Available Countries limit where the lead generator can be used.
End users cannot find their location if the country has not been added to the list of available countries, as Google Maps search is limited to those countries.
Grid Connection Types define supported flows:
On-grid
Off-grid
Zero Injection
These settings ensure the lead generator behaves correctly for different grid connection types.
Proposal Template
This section defines which proposal template is used for leads generated through the lead generator.
Use Favorite Template applies the company’s favorite proposal template by default. All proposals generated from the lead generator follow this template unless overridden elsewhere.
Any other proposal template created before can be selected here.
This ensures consistency between lead generator outputs and internal proposal standards.
Proposal templates are created on the Settings > Offer > Preferences page. Once a template is created, it appears here in the list.
Decimal Separator
This section controls numeric formatting within the lead generator.
The Company Decimal Separator can be applied. Ensures consistency with company-wide number formatting preferences.
You may choose a different decimal separator instead of the company default.
This is especially important for international markets using different numeric standards.
Branding Settings
This section customizes the visual appearance of the lead generator.
Company Colors
Reuse existing brand colors
Or override them specifically for the lead generator
Company Logo
Use the default company logo
Or upload a new logo
Favicon
Upload in PNG or ICO format
Maximum file size: 1 MB
Branding settings ensure that the lead generator visually aligns with your website and maintains a consistent brand identity.
SEO Settings
This section controls how the lead generator appears in search engines and link previews.
Title defines the page title
Description defines the meta description
OG Title controls website preview titles
All SEO values can be edited using the SEO Editor (Basic SEO, Meta Tags, Open Graph)
These settings help improve visibility and presentation across search engines and social platforms.
Legal Content
This section ensures compliance with data protection and privacy regulations.
Privacy Notice
Displays legal text to users
Marketing Consent
Collects consent for sending marketing emails
Can be marked as required
Can be shown or hidden
Data Transfer Consent
Covers third-party data sharing
Can be marked as required
Can be shown or hidden
This ensures the lead generator meets regional legal requirements.
The website or external link can be embedded to provide proof of the legal content to end users.
Contact Information
This section controls which contact details are displayed to users.
Reuse Company Contact Information
Or define Custom Contact Details specific to the lead generator
Displayed contact information in emails sent to end-users helps build trust and provides clear communication channels.
Tracking Integrations
This section connects analytics and tracking tools.
Google Tag Manager can be enabled
Google Analytics can be enabled
Tracking allows you to monitor usage, performance, and conversion behavior of the lead generator.
Related Pages
For more assistance, don’t hesitate to get in touch.
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