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Creating Co-Branded Landing Pages

Last Updated: Aug 16, 2016 10:10AM EDT
Landing pages allow you to capture visitor information through a form. This form submission is then created as a lead within the system.

Landing page are commonly attached to all outbound marketing activities. These can be built in a way to include incentives that entice the visitor to download related content such as whitepapers, product brochures or eBooks. By offering these incentives it should help convert a higher percentage of your visitors into qualified leads.

 
What will I find in this article?
Getting There
From the Program Manager click Tactics then choose the Forms tab.



 
Create
Click the New Form button.  



This provides you a few different ways to create a form.
 
  • New: If you need to build a form from scratch, select the New Form button. Enter a name, set the attributes and for your form and click Save & Continue.

  • Template: Use an existing pre-made template to create your content.  This copies all aspects of the template.  Use the point and click editor to edit and build your content.

  • Copy Existing:  If you have a previously created form that you would like to use as a template, you can click the Copy Form button on the right side of the page. This will copy all aspects of the form including layout, form fields, confirmation page and advanced options.

Once the form is created using either of these methods, you can use the following steps below to customize your form.

 
Form Fields
By default, new forms start with basic text at the top and three form fields: First Name, Last Name, and Email Address. You can remove form fields by selecting the red X  to the left of the field name. You can reorder the form fields by dragging and dropping the field to the desired location. To add addition form fields, select the Add a Field button at the top of the page. This provides you three options for field types:  
 
  • Contact Fields: Basic contact information such as name, address, city, state and postal.

  • Profile Fields: Profiles setup in your CRM. You can word any profile in the form of a question. For example, you can modify the profile for "Annual Revenue" to "Your company's yearly revenue."

  • Form Fields: Any customized field.



When adding Contact Fields or Profile Fields, check the box under On Form to add the field. To make the field required, check the box under Required. You also have the option of renaming the field in the form to the right of the field name.



To add a form field, select which type of field you want to display.  Options include text, text area, date, checkbox, radio buttons.



Enter the field name, example text (if necessary) and determine if the field should be required.



For single, multiple selection and rating scale enter the options available for the field.
  • Inputting text automatically creates additional blank fields.

  • Use the check boxes and Delete button to delete unwanted options.

  • Sort button allows user to click-and-drag options to put them in desired order.



When finished click Save at the bottom of the window.

 
Customize
There are two different processes to customize the content of the form depending on the form type created.
 
  • Template - Form templates use our Point-and-Click editor.  To edit the content click the Edit Content button above the form content.

  • HTML Editor - To edit content within our standard WYSIWYG HTML editor click within the form layout box.

This loads the content editor. Utilize the Point-and-Click editor or the HTML editor to customize the look and feel of the page.  The merge field [FormFields] is where the form will be located within the page. If you erase the [FormFields] merge field then the form will appear bellow the rest of the content.



When done, click Save & Close.

 
Confirmation Page
The Confirmation Page allows you to customize the page that gets displayed after a customer completes a form on your site. Create the confirmation page using the content editor like you would a normal web page. When finished, click Save.



 
Confirmation Email
The Confirmation Email allows you to create an email confirmation that gets sent to customers after they have filled out the form. By default this is turned off. If you want to send an email confirmation, select Yes, otherwise leave No selected. If you decide to send customers a confirmation email, create a subject line for the email and then edit the content of the email using the content editor.



When finished click Save.

 
Distribution
Distribution is the alert sent to a user when a customer fills out the form. By default the alert will be sent to the system admin. The Distribution tab allows you to decide which user(s) the form submissions and new contacts will be applied to. There are two choices: ​
 
  • Assign everything to one user: Choose which user and how the forms and new contacts are assigned by clicking Edit.


 
  • Assign based on a rule about how the forms are filled out:
     
    1. Click Select a rule.

    2. Click Add new rule.

    3. Name the rule and choose the field you wish to use.

When finished click Save.

 

Link
Highlight the text or select the image you want to attach the link and click Website Links.  



By default all pages are displayed. To narrow down click Forms.



Click Insert Link next to the managed page you need to link to.



This returns you back to the editor and the item is now an active hyperlink.
service@structuredweb.com
http://assets1.desk.com/
false
desk
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seconds ago
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minutes ago
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a day ago
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about
false
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/customer/en/portal/articles/autocomplete?b_id=10449