The [Landing pages and web forms] section
Landing page – a page on your website used for gathering information from website visitors and creatig records in Creatio based on the gathered information. Creatio can connect to your landing pages and use the information to create additional channel for case registration.
Attention
Creatio supports integration with CMS that enable to add custom HTML and JavaScript code. You will need an additional connector to integrate with other CMS (for example, WordPress). More information can be found at the Creatio Community and Marketplace websites.
With the help of landing pages, you can set up registration of any system object that participate in working with the customer in Creatio. Based on the data retrieved from the submitted web forms, Creatio can create contacts, accounts, cases and other system records. For example, you can use your website page containing special subscription offers, feedback page, as your landing page.
Note
The landing pages are created by website developers.
To set up landing page integration in Creatio:
1.Create landing pages on your website. Follow the general rules and recommendations while designing your landing pages.
2.Connect your landing page to Creatio and set up the field mapping between the case page and landing form.To set up the connection of the landing page to Creatio, copy the unique code generated in Creatio for your landing page and paste it into your website page code. The field mapping will be done through the HTML code you embedded in your landing page.As a result, each case generated from the landing page of your website will automatically be saved in the Cases section for further processing in Creatio.
3.Set up the landing forms processing. The form filled out by your customers will only provide the information that will be used in Creatio. Depending on the purpose of the landing page, you can set up the autofill feature for some of the case page fields. For example, the feedback form on the website can automatically be connected to the “Service request” case.
Note
The procedure for landing page setup is similar for all types of landings, regardless of the object where it adds records.
Contents
•How to create a landing page on your website
•How to connect your website landing page to Creatio
•How to set up autofill for lead page fields not filled in by the customer
•Setting up redirects from landing page forms
