Landing Pages are online forms on dedicated web pages that you can use to gather information from your contacts, and optionally configure to perform follow-up actions, per contact, after the form has been submitted.
This article describes the steps for creating and editing Landing Page Campaigns: set up, review, and deploy.
Check out Manage your Landing Page Campaigns for information on how to manage (edit, copy, delete, track) your Landing Page Campaigns on a single list page.
Landing Pages notes
Landing pages can be:
- Embedded on your site or hosted by Higher Logic and promoted through search-engine optimization, as described in Section 3: Configure Landing Page Hosting, below.
Landing Page Campaigns can be:
- Configured to take actions after a landing page is submitted, as described in Section 4: Define Post Submission Actions, below.
- Trigger database-management activity on external, integrated databases, as described in Section 5: Integration Options, below.
TIP: Use the Landing Page Templates page to create and manage the templates that serve as the basis for you landing pages. Templates make it easy to apply a consistent appearance (such as your organization's color scheme) to your landing pages. Each Landing Page Campaign can then be customized for its specific purpose, while maintaining that consistent appearance. To learn more, see Manage Landing Page Campaign Templates.
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Create a Landing Page
The bulk of landing-page creation is done on the Setup page, which has several configuration sections.
NOTE: Landing Page names can contain and can start with numbers. Those that start with a number will be listed before campaign names that start with a letter. For example, 2019 Renewal and 2020 Welcome would appear earlier in the list than Renewal 2019 and Welcome 2020.
Keep this in mind when creating/naming your Landing Pages.
To create a Landing Page Campaign:
- Access the Admin interface.
- Navigate to Landing Pages > List.
- Specify a name in the New Landing Page field at the top and click Create New.
- Continue with Set up a Landing Page, below.
TIP: The Editor pages have a gear icon in the upper right in which you can access a set of Campaign-related options; these are described in Gear icon options, below.
Set up a Landing Page
The Landing Page Setup page has several sections in which you choose options, make selections, and specify values that comprise the mechanics of the landing page. These sections are detailed below.
NOTE: Section 1 of the Setup page will be different depending on whether you're creating or editing a Landing Page Campaign. Note the Edit, Delete, and Details options that display when editing a campaign.
TIP: Use the convenient on-page information boxes (accessible from the icon) for details on how to configure the various options when creating and editing landing pages.
Section 1: Create Landing Page
OBJECTIVE: In this section, you'll initiate your landing page creation, manage an existing landing page and, optionally, choose whether to use A/B Testing.
- Click the Create New image.
- Click either the image or Edit to make changes to the landing page in the Designer.
See Message Editor Overview and Message Editor Zones for more detailed design instructions.
- Click Delete (and Yes at the prompt) to delete the landing page.
- Click Details to see creation and template information.
TIP: If you want to add A/B Testing to your landing page, refer to A/B Testing, below.
- On the Landing Page Form Template page, select a Landing Page template.
- In the Designer, add text, images, and form fields to design your landing page.
See Message Editor Overview and Message Editor Zones for more detailed design instructions.
- When you have finished designing your landing page, click the Menu tab, and then click Return to Campaign to continue working on your landing page.
- Continue working through the numbered sections.
Use this option to configure and send two landing pages, and then compare them to see which was the more effective.
- Click the Add A/B Test Page icon. This will:
- Add a Create New image so that you can add a landing page for comparison and
- Update section 3 to Determine A/B Test Winner so that you can configure the "winning" conditions. Note that sections 3, 4, and 5 will become 4, 5, and 6.
- Select how the winner of your A/B Test will be determined. You can choose:
- The first landing page to reach a specified number - when a number of submissions is reached and then specify a number in the field.
- The landing page with more submissions - by the number of submissions on a date and then specify a date and a time in the fields.
You can also send a notification when a winner is chosen and automatically show the winning page to future visitors.
Learn more about A/B Testing in Campaign Types.
Section 2: Configure Confirmation Message
OBJECTIVE: In this section, you can choose what happens in the browser after a contact has submitted the landing page.
- Confirmation message - The landing page remains and a "submitted" confirmation message displays. Contacts can then close or navigate away.
- Redirect user - Contacts will be automatically taken to a URL that you specify in the URL field.
Section 3: Configure Landing Page Hosting
OBJECTIVE: In this section, you choose where the landing page will be hosted: the Higher Logic site (the default) or your site.
Higher Logic site
Landing Pages that are hosted on the Higher Logic site are hosted on the domain realmagnet.land. Three elements make up the landing page URL.
- Your vanity sub-domain (red). You can name this whatever you would like; this is your customizable space. Your account can use multiple vanity sub-domains.
- The host domain (green). This is the domain where the page is hosted; it cannot be modified.
- The landing page-specific name (purple). By default, we append the landing page name to the URL but you can specify any text that you want.
NOTE: You can click https to select the non-secure http, but Higher Logic recommends not doing this.
TIP: Click Copy URL to get a pop-up box with the complete URL that you can copy and save.
Google Analytics & Tags
You can also specify:
- Google Analytics Tracking Code
- Google Tag Manager Code
- A redirect URL (Note that this redirect option is active only after the campaign has ended. Visitors to the landing page URL can be automatically redirected to your home page, or a results page, or wherever you decide.)
Search Engine Optimization
If Higher Logic is hosting the page, you can add meta keywords and a meta description to bolster your presence in searches.
If you're going to host the landing page, you've got two options as regards the CSS styles that are used for your website. You can choose:
- IFRAME to have the landing page ignore your native CSS styles and instead use those that were configured when the landing page was created.
- DIV to have the landing page inherit your native CSS styles.
NOTE: The landing page will not work if its DIV code is inserted into a different form.
Copy the chunks of code and paste them as instructed into your host page.
Section 4: Define Post Submission Actions
OBJECTIVE: In this section, you can configure a number of actions (e.g., send a message, add the contact to a group) to be automatically triggered after a contact submits the landing page.
- Click + Post submission action.
- Click Select an action.
- Choose an action and then use its links to configure its condition.
- These actions are independent of one another; there is no sequential dependency, so they an be set up in any order.
- You can use the same action multiple times. For example, you can set up several messages to be sent by configuring multiple Send message actions.
- You can select multiple groups when you click Add to group > Select Group(s).
- You can click an X to delete an action or simply replace it by clicking the action and choosing a different one.
Section 5: Integration Options
OBJECTIVE: In this section, you can instruct your account to act upon a synchronized, integrated database based on contact interactions with this landing page.
You can choose to have the system automatically check whether matching contact records exist in an integrated database — and if they don't exist, the system can:
- Create new records in your iMIS database.
- Add member records in Salesforce and set the status to Submitted.
If you select the Salesforce option, you can:
- Specify a campaign ID and
- Choose whether to create new records for this campaign in Salesforce.
NOTE: The new records for this campaign can be either leads or contacts.
When you've completed all the relevant sections, click Next.
Campaign set up notes
- If you click Next and there are unsatisfied conditions, you will be prompted to "fix the errors" before you can proceed to the Review page.
- The system does not "QA" the logic of your conditions. You should review your selections before proceeding.
Review a Landing Page
The landing page Review page presents a summary of your configuration options.
- In the upper portion of the page, click Print Screen to open a "preview" of this page. You can print a copy or choose one of the save options.
Some conditions might appear as links, such as Welcome Message #2 (2019 SF) in the image.
- To preview the message in a new tab, click the message title link here and in the Review Send Action dialog. This is a useful "check" before deploying the landing page.
After reviewing your landing page setup, click Next.
Deploy a Landing Page
The Deploy page is your last opportunity to review your landing page details. If you're satisfied and want to proceed:
- Choose when to start the Landing Page Campaign by either accepting the "immediately" option or selecting the "schedule" option and choosing a date and time.
- Choose when to end the Landing Page Campaign by either accepting the "manually" option or selecting the "schedule" option and choosing a date and time.
- Click Deploy Campaign.
- At the confirmation prompt, click Yes.
The page refreshes and updates the Schedule section with your start and end selections. Also, now there's a Campaign Status section in which you can cancel the pending deployment.
TIP: Navigate back to the Landing Pages list page and confirm that your landing page is listed and that its details are correct.
Edit a Landing Page
To edit a Landing Page:
- Select it from the list.
- Click Edit in the row of options above the list.
This opens the campaign editor on the Setup page.
NOTE: The Create New box displays an image of the landing page that you are editing. If there is no image, the landing page probably does not yet have a template chosen.
- Make your changes on the Editor pages as described in the previous sections.
Gear icon options
There is a gear icon in the upper right of the List page and the Editor. It has a set of Campaign-related options, most of which are available in both locations. The options are described in the table that follows.
NOTE: The View Campaign Snapshot and Convert to Advanced options display ONLY on the Deploy tab of the Editor.
To access the options:
- List page - hover on the icon
- Editor - click the icon
TIP: The options that are duplicated in these menus present the same dialogs and have the same functionality in both locations.
Gear menu options
|Save Campaign||Displays only when in the Editor; click to save any changes you've made to a campaign.
TIP: As you create/edit any type of Campaign, it is a good idea to periodically save your work.
|Initiatives||Opens the Manage Campaign Initiatives dialog where you can manage (e.g., add, remove, rename) your Campaign Initiatives.
To learn about this feature, see Campaigns Dashboard.
|Link Labels||Opens the Manage Link Labels dialog where you can manage your Link Labels.
To learn about this feature, see Link Labels.
|Recipient Tags||Opens the Manage Contact Tags dialog where you can manage the Tags that have been assigned to Contacts.
To learn about this feature, see Contact Tags.
|Web Tracking Code||Opens the Web Tracking Code dialog where you can retrieve a code snippet to be placed on web pages that you want to track.
To learn about this feature, see Web Tracking.
|Convert to Advanced||Opens a confirmation dialog. Click Yes to proceed to Workflow Builder to customize your Campaign's design and configuration.
To learn about advanced Campaign design, see Workflow Builder.
NOTE: This option is unique to Campaigns; it is not applicable to Engagement Campaigns and Landing Page Campaigns.
|View Campaign Snapshot||Opens the Campaign Snapshot overlay which displays the configuration details, such as which Contacts will and will not be added to the campaign, messages to send, and when messages will be sent.|
- Manage Landing Page Campaign Templates describes how to create templates and apply custom styles and formatting to ensure that your Landing Page Campaigns have a consistent look.
- See Message Editor Overview to learn how to add content to your landing page template.
- See Message Editor Zones to learn about the various content-field types that you can add to your landing page template, especially the landing page-specific Form Field zone.
- See Campaign Tracking Reports for a detailed look at Campaign tracking.