Sales Creatio, team edition
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Landing page setup FAQ

What is the purpose of the [Landing pages and web forms] section in bpm'online?

What is the difference between a landing page on the website and a bpm'online 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 one landing page record for a page with several web forms?

How do I set up single landing for several pages?

Why doesn’t bpm'online register leads in spite of the properly customized landing page?

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

How do I set up correct filling in lead creation time?

How do I configure data transferring from one landing page web form to separate lead page fields?

What is the purpose of the [Landing pages and web forms] section in bpm'online?

The [Landing pages and web forms] section is used to set up integration between bpm’online and web forms on your websites. As a result, each time an integrated web form is submitted, a new record is automatically created in bpm’online using data from the submitted form. Landing page integration can be used for generating leads, 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 bpm'online. 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 bpm'online, and used to add new record (for example a new lead) in bpm’online.

What is the difference between a landing page on the website and a bpm'online 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 bpm'online. 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 bpm'online.

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 bpm'online. Initially, the code fragment is set up for a specific landing page and then integrated into the HTML code of the landing page. Working with landing page HTML code is covered in a separate article.

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 bpm'online 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 one landing page record for a page with several web forms?

If your landing page has several web forms, you can use single bpm'online landing page record to connect to all of them.

Attention

The settings below are performed by the website administrator.

In the standard HTML code of the landing page record in bpm'online, there is a “config”, block where field mapping between web forms and lead fields are set up. To set up mapping between a lead record field and several web forms, create several “config” blocks in the code, one for each actual web form. A separate createLead function must be set up for each “config” block.

For example, your landing page has two web forms. The first form contains “Full name” and “Email” fields, and the other one contains “Full name” and “Mobile phone” fields. To use one landing for the landing page with two web forms, make the following changes to the code:

1.Copy the whole “config” block as many times as the number of web forms that you need to connect to the landing page record in bpm'online.

2.Add unique names to the “config” blocks whose parameters are passed to the createLead function. For example: “config1” and “config2”.

3.In the “config1” block, set up mapping of the fields from the first web form:

Name: "#..."
Email: "#..."

4.In the “config2” block, set up mapping of the fields from the second web form:

Name: "#..."
Phone: "#..."

5.Set up two createLead functions:

function createLead1() { landing.createLeadFromLanding(config1) }
function createLead2() { landing.createLeadFromLanding(config2) }

6.For each web form, set up calling of a separate createLead function:

onsubmit="createLead1(); return false"
onsubmit="createLead2(); return false"

After this, a lead will be created in bpm'online each time a user fills out any of the two web forms.

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: https://www.bpmonline.com/trial?product=sales, https://www.bpmonline.com/trial?product=marketing

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, lead) will be automatically created in bpm'online.

Why doesn’t bpm'online register leads in spite of the properly customized landing page?

After you have created and set up a landing page, new records will be registered in bpm’online 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 bpm'online (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 lead registered via a landing page?

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

How do I set up correct filling in lead creation time?

A situation may occur an incorrect date was set in the [Creation date] when registering a lead via a landing page.

To avoid this, we recommend you to check the time zone set on the server where bpm’online is hosted. For the lead creation time to be set correctly, the time zone on the application server has to correspond to your actual time zone.

How do I configure data transferring from one landing page web form to separate lead page fields?

There is the “config” block in the HTML code of the landing page. This block configures the mapping of landing page web form fields and lead fields. To set up the correspondence of one landing page web form field to multiple lead fields, you will need to add a hidden field to the HTML code of the landing page, set up the mapping, and then configure the createLead function .

For example, a single “Name” field is implemented in the web form of your landing page. And bpm'online lead page has two separate fields — [Name] and [Surname].

Attention

The settings below are performed by the website administrator.

In order for the [Name] and [Surname] lead page fields to be filled in correctly, enetr the following changes to the code:

1.Add two hidden fields to the html markup:

<input type="hidden" id="selectedNameCaption" />
<input type="hidden" id="selectedSecondNameCaption" />

2.Set up the hidden fields mapping in the “config” block:

"Name": "#selectedNameCaption"
"SecondName": "#selectedSecondNameCaption"

3.Before calling the function to create a lead, add a function, which describes the logic the [Name] and [Surname] fields taking the value from the [Name] field.

See also

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

 

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