Sales Creatio, team edition
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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 bpm'online based on the gathered information. Bpm’online 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 sales.

Attention

Bpn’online 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 bpm’online 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 bpm’online. Based on the data retrieved from the submitted web forms, bpm’online can create leads, contacts, , orders and other system records. For example, you can use your website page containing special subscription offers, shopping cart  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 bpm’online:

1.Create landing pages on your website. Follow the general rules and recommendations while designing your landing pages.

2.Connect your landing page to bpm'online and set up the field mapping between the lead  page and the landing page form.To set up the connection of the landing page to bpm‘online, copy the unique code generated in bpm‘online for your landing page and paste it into your website page code. Mapping of landing form fields and lead page fields. 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 bpm’online.

3.Set up the landing forms processing. The form filled out by your customers will only provide the information that will be used in bpm’online. 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 .

Note

The procedure for landing page setup is similar for all types of landings (lead, , order, event participant, etc).

Contents

How to create a landing page on your website

How to connect your website landing page to bpm’online

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

How to set up redirection addresses for customers who fill out the landing page form

How to set up landing page using bpm'online on-site

Landing page setup FAQ

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