•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 one landing page record for a page with several web forms?
•How do I set up single landing for several pages?
•Why doesn’t Creatio register leads in spite of the properly customized landing page?
•How does Creatio search for contact duplicates while creating leads from landing pages?
•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 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 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 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 lead) 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. 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 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 one landing page record for a page with several web forms?
If your landing page has several web forms, you can use single Creatio 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 Creatio, 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 Creatio.
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 Creatio 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.creatio.com/trial?product=sales, https://www.creatio.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 Creatio.
Why doesn’t Creatio 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 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 lead registered via a landing page?
The landing page web form can contain all the fields used by Creatio 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 does Creatio search for contact duplicates while creating leads from landing pages?
As soon as your customer submits a web form on your landing page, Creatio automatically creates a new lead record based on the entered data. After this, the “Lead identification” process starts automatically to check whether the new lead can be linked to an existing contact or if a new contact needs to be created. This helps Creatio to avoid creating contact duplicates when new leads are registered from landing pages.
Note
The “Lead identification” process starts only if the [Create contact] checkbox is selected for the landing page.
The “Lead identification” process compares the lead registration data to existing contacts based on the customer’s full name, email and phone number. If there is a match, Creatio connects the lead to an existing contact. If the registration data does not match any existing records, Creatio creates a new contact. The new contact page will be populated with lead registration data automatically.
You can view or edit the “Lead identification” process in the process library.
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 Creatio 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 Creatio 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
•Setting up redirects from landing page forms
