🏠
Calcumate Support
🏠
Calcumate Support
  • Ready to get started?
    • Plan inclusions and pricing
  • CALCULATOR CUSTOMIZATION
    • Step 1 - Initial set-up
      • Call to action URL
      • Call to action (advanced settings)
    • Step 2 - Adding unit sizes
    • Step 3 - Categories
    • Step 4 - Presets
    • Step 5 - Design
    • Step 6 - Details
    • Step 7 - Publish to your website
  • Frequently Asked Questions
    • Embedding with iframes
    • Domain mismatch error
    • Where can I find my invoices?
    • Update account details
    • Logging into your dashboard
    • Set up multiple calculators fast
    • How do I position/style the geo location widget?
    • Content Security Policy (CSP)
    • How do I add Calcumate to Wix / Shopify / similar CMS?
  • DRIVING CONVERSIONS AND EFFICIENCY WITH LEAD CAPTURE
    • Lead capture overview
    • Lead data that can be captured
    • Setting up lead capture
  • CALCULATOR DATA EXTRACTION
    • Method 1: URL GET Parameters
    • Method 2: Subscribe to the Calculator event
  • FILTERING TO AVAILABLE UNITS
    • Filtering To Available Units
  • Resources
    • Getting support
    • Security and privacy
    • Terms and conditions of service
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  1. CALCULATOR CUSTOMIZATION

Step 4 - Presets

Create presets so your client can get an estimate quickly. You can create 5 presets, we have already designed 5 for you, but you can modify/delete as required.

PreviousStep 3 - CategoriesNextStep 5 - Design

Last updated 9 months ago

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  • Toggle on/off the preset (on = blue / off = grey)

  • The preset tab will become available inline with your categories.

  • You can put the 'preset' tab on the left or right side, by editing the preset settings.

  • Use the pencil icon to customise/edit your preset. Change the preset name and use the + and - symbols to add/remove items from your preset. Scroll down to account for all relevant items.