Service Creatio, customer center edition
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Landing page setup FAQ

What is the purpose of the [Landing pages and web forms] section in Creatio?

What is the difference between a landing page on the website and a Creatio landing page record?

What does the landing page code do?

How do I use the [Website domains] field?

How do I use the [Redirection URL] field?

How do I set up single landing for several pages?

Why doesn’t Creatio register cases in spite of the properly customized landing page?

How to set up the filling in with default values of the fields of a case registered via a landing page?

What is the purpose of the [Landing pages and web forms] section in Creatio?

The [Landing pages and web forms] section is used to set up integration between Creatio and web forms on your websites. As a result, each time an integrated web form is submitted, a new record is automatically created in Creatio using data from the submitted form. Landing page integration can be used for generating cases, adding customers to event participants, automatic order registration and more.

The [Landing pages and web forms] section is used for setting up connections between landing pages on your website and Creatio. In the [Landing pages and web forms] section a landing page record must be created that contains basic information about the landing page and a unique HTML code that must be integrated into the HTML code of the landing page.

After performing these settings, the data entered in the web form of the landing page, such as full name, email, phone, will be passed to Creatio, and used to add new record (for example a new case) in Creatio.

What is the difference between a landing page on the website and a Creatio landing page record?

When setting up a landing page there are two main entities that must be differentiated:

  • A landing page on the website.

  • A landing page record in the [Landing pages and web forms] section of Creatio. A landing page record contains information on the actual landing page, for example its name, link, etc. These records are used to set up connections between a landing page on a website and Creatio.

An actual landing page and the corresponding landing page record record in the [Landing pages and web forms] section have their own HTML code used to connect the two entities. The unique code of a landing page record is integrated into HTML code of an actual landing page on a website.

What does the landing page code do?

The HTML code of a landing page is required to automatically create a new record in the system if a web form on the landing page is filled in. This code is used for setting up the data transfer between a landing page on a website to Creatio. Initially, the code fragment is set up for a specific landing page and then integrated into the HTML code of the landing page.

How do I use the [Website domains] field?

Enter the actual landing page URL in the [Website domains] field.

For example, the website name is www.example.com. This website has a landing page available at the following address: www.example.com/landing. This address must be entered in the [Website domains] field on the Creatio landing record page.

Attention

The address entered in this field must match the address of the landing page where the HTML code was integrated.

Note

In the [Website domains] field, specify all domains used to host the landing page. The domains must be separated with commas.

How do I use the [Redirection URL] field?

The [Redirection URL] field in the landing code determines the page where the user is redirected after filling out the landing page web form. You can specify the address of any page on your website. If your website settings specify a different action after filling out the landing page, leave this field empty.

If you fill in the [Redirection URL] field for a new [Landing pages and web forms] section record, then the unique HTML code of this record will contain the link to the page specified in the [Redirection URL] field in the redirectUrl block.

Thus, for the proper functioning of the landing page, fill out the landing page record fields, including [Redirection URL] and save the record, then connect the landing page record with the landing page. Working with landing page HTML code is covered in a separate article.





How do I set up single landing for several pages?

If several web forms with a similar structure are implemented in several pages within one domain, you can use a single landing page record for all of them. To do this, enter all needed URLs in the [Website domains] field, separating them with commas:

As a result, when a web form is filled out on any of the website pages, where this landing page code is integrated, a new record (for example, ) will be automatically created in Creatio.

 Why doesn’t Creatio register cases in spite of the properly customized landing page?

After you have created and set up a landing page, new records will be registered in Creatio when the landing page web form is filled in. If it doesn’t happen, perhaps one of the landing page fields is required, but it is missing from the web form, or it is still blank.

In this case, you can:

  • clear the [Required] checkbox from the lead page fields in Creatio (the procedure for modifying fields on the element pages is described in a separate article);

  • set up the filling in of these fields with default values

How to set up the filling in with default values of the fields of a case registered via a landing page?

The landing page web form can contain all the fields used by Creatio on the case page. You can set up automatic filling in of individual fields with default values. Detailed information about filling in the case fields with default values is available in a separate article.



See also

How to set up autofill for lead page fields not filled in by the customer

Setting up redirects from landing page forms

 

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