> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.simplecheck.com/sitemap.xml
> Use this file to discover available pages before exploring further.
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# Glossary: SmartForm Terms You Should Know

## Core SmartForm Terms

- **SmartForm** — The configurable lead-capture/booking widget and portal workflow.
- **Widget** — One SmartForm configuration with its own form, team, routing, integrations, and embed code.
- **Widget client ID** — The unique ID in a widget embed/configuration. Copy it from the portal; do not invent it.
- **Booking widget** — A widget that collects lead data and can schedule a calendar appointment.
- **Lead-capture widget** — A form that saves/syncs a lead without requiring a booking.

## X-Ray and Routing

- **X-Ray Vision** — The credit-intelligence feature that can return credit score, available credit, income, DTI, IP/location, and related analytics.
- **Successful pull** — An X-Ray check that returned report data and counts toward usage billing.
- **Failed/unmatched pull** — A check that did not return a successful report; failed checks are not charged.
- **Soft inquiry** — The type of credit check used by X-Ray; it is not a hard credit application.
- **Smart Routing** — Rules that decide what a lead sees/what actions run based on available lead/X-Ray data.
- **Calendar Team** — A named subset of assigned calendar members that can be selected by a Smart Routing **Show calendar** action.

## Lead Capture

- **Smart Capture** — Debounced partial-submission capture that records meaningful data after a visitor enters a phone/email and pauses, even before Submit.
- **Partial submission** — An abandoned/incomplete form record. It is not the same as a completed submission or proof of channel consent.
- **Email Validation** — Deliverability/risk checks used to improve lead quality without necessarily blocking every uncertain address.

## Integrations

- **Connections** — Account-level page used to connect providers such as calendars and CRMs.
- **Native CRM connection** — Built-in provider sync (currently GoHighLevel, HubSpot, Pipedrive, and ClickFunnels when available).
- **OAuth** — Provider authorization in a popup/redirect. GoHighLevel OAuth replaces the deprecated legacy API-key setup.
- **Webhook** — An HTTPS endpoint that receives Lead Created or Booking Created payloads for custom automation.
- **Zapier** — Optional automation on top of a SmartForm webhook; use native CRM connections first when supported.
- **Workspace/location selection** — Widget/provider-specific target such as a ClickFunnels workspace or GoHighLevel location.

## Tracking and Developer Features

- **Pixel Wiring** — A visual flow builder that maps widget/CRM triggers to the production **Send to Meta Pixel** action. Other action cards can appear but are not production-ready.
- **Trigger** — An event such as New Lead, New Booking, Page View, Booking Page View, Widget Click, or CRM Pipeline Stage Change.
- **Action** — Work executed by a trigger. **Send to Meta Pixel** is the production Pixel Wiring action today; use the widget's separate Webhooks tab for real outbound webhooks.
- **Run / Runs** — Manual execution and run-history tools in Pixel Wiring.
- **Funnel Tracker** — A standalone script and dashboard for page journeys, campaign attribution, click IDs, pixel cookies, leads, and custom properties.
- **Developer API** — Token-based programmatic access available to accounts with API access enabled.

## Billing Terms

- **SmartForm Subscription** — The current $97/month subscription controlling creation/view access while existing widget intake continues.
- **X-Ray usage** — $3.10 per successful report by default, accrued bi-weekly with an $800 threshold.
- **Volume discount** — A separately quoted rate for qualified higher-volume usage; it is not an automatic four-tier shopper table.

For a term not listed here, contact support through the portal or email **support@simplecheck.ai**.