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 generate the potential customers database and nurture the leads before handing them off to marketing.
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 leading a customer to sale in Creatio. Based on the data retrieved from the submitted web forms, Creatio can create leads, contacts, event participants and other system records. For example, you can use your website page containing special subscription offers, shopping cart page, user registration page or multimedia download page as your landing page.
Note
This article contains the most typical example of using landing pages and web forms to gather leads.
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 lead 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 lead generated from the landing page of your website will automatically be saved in the Leads section for further nurturing 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 lead page fields. For example, the subscription form for your hardware special offer can automatically be connected to the “Hardware” need type . You can simplify the process of filling in the registration form on the landing page for the bulk email recipients by setting up autofill of the required fields with data available in Creatio, for example, name, email, phone number, etc. This will help to avoid errors when filling in the web form fields manually and to prevent duplicate lead or contact records from appearing in the system.
4.Set up website event tracking. This will enable you to enrich customer profile using the website events, as well as track channels and sources of lead acquisition. To set up tracking, insert a special tracking code in the HTML source code of each page of your website.
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
•How to set up the autofill function for landing page fields
•Setting up redirects from landing page forms
•How to set up landing page using Creatio on-site
See also
