Step #1. Landing Page Builder

Go to Pro Marketer -- Landing Pages and Forms

 

Step #2. Select a Layout

Choose from any of our landing page layouts, select it and click continue.

 

If you plan to create a form only, select a basic layout.

 

Step #3. Setup Landing Page Properties

Sync this Form With

Every Landing Page and form must be assigned to an existing CRM or Marketing List. The list assignment informs the system as to the final location where incoming conversions should be recorded. It also determines your field mapping options on the form building step, as you'll have the option to map a form field directly to a custom field on your assigned CRM or Marketing list.

 

Sync with CRM Campaign

Successful conversions can be appended to a campaign in your CRM. This can either be with an existing campaign or a new one can be created specifically for these conversions.

 

New CRM Campaign

If you choose to create a new CRM campaign please input name here.

 

Allow Conversions from existing targets only

Enable if you wish to only allow submission on your form from known records.

 

Disable Auto-fill for known targets

If a target has filled out a form previous their information will be pre-filled. Enable this if you do not want pre-filled information for users.

 

Enable Cookie Consent

If cookie consent is required, enable option to opt-in/out of cookie policy

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Landing Page Title

Choose a name for your new landing page. Try to keep it simple, yet descriptive. This title will appear as your primary page header/title, as your browser title and used in the URL string for your hosted landing page.

 

Alignment

 

Choose how you would like your form fields, form title and form submission button to be aligned. You can align them to the left, center or right.

 

Form Title

Choose a form title for your new form area. The form title will appear above the form canvas, which is where your form fields will appear on the landing page. We recommend using this title to identify your CTA (call-to-action). For example: Download: Social tactics that produce results

 

Align Form Title

Left, center, or right justify your Form Title.

 

Align Form

Left, center, or right justify your form body.

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Set Meta Page Values

Enable if you would like to set meta page values for page ranking. Values you can set are: Title, Keywords, Description

 

Page Meta Title

Set the page meta title for your form. This will be used for page rankings and SEO against your form.

 

Page Meta Keywords

Set the page meta keywords for your form. This will be used for page rankings and SEO to search, find, and rank your form.

 

Page Meta Description

Set the page meta description for your form. This will be used for page rankings and SEO to search, find, and rank your form.

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On Successful Submission

Choose from one of three options: Show a confirmation message, Redirect to a Page, Initiate a File Download.

 

Show a Confirmation Message

Display a confirmation message to your end user upon successful submission of the form. Message can be anything you want.

 

Redirect to a Page

Redirect the user to a different web page of your choosing.

 

Initiate a File Download

Upon submission a file download is initiated for a user. Simple put in the pathway of the download.

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Kiosk Mode

If Kiosk mode is enabled, a cookie is not attached upon submission and auto-fill will not happen if the page is reloaded. Kiosk mode is tailor made for conferences, trade shows, and conventions where an employee may have a tablet collecting information.

 

Block Free Email Provider Domains

If enabled free email domains such as gmail, yahoo, hotmail, and others cannot be used to convert on the form. Entails that submissions come from real company/organizational addresses.

 

Limit One Submission Per IP Address

Prevent multiple conversions on a form from malicious IP Addresses that may be coming from unwanted sources

 

Limit Total Submissions

Put a limit on the total amount of conversions a form can have in it's lifetime. Useful for limited seating engagements.

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Submit Button Label

Every form will have a submit button associated with it. You can customize the label on a standard browser button or you can upload a custom image button. This is another area where you can reinforce the CTA (call-to-action) to your visitor, by customizing the button label to match your offering. For example, if your CTA is a downloadable white-paper, then you could label your button 'Download Now'.

 

Align Submit Button

Left, center, or right justify the submit button or image on your form.

 

On Submit Send Alerts To

Upon a successful form conversion, send an alert to an email address or addresses alerting the recipient to a recent conversion. Information submitted will be available in the alert.

 

On Successful Submission

What happens after your visitor converts on a landing page is a very important step. Are they going to be redirected to a thank you page? Will the successful conversion direct to a downloadable file? Or, will you just show a simple confirmation message? That choice is yours and there is lots of room for creative thinking with these three options.

 

Note: You can also create an Automated Campaign that deploys an email confirmation upon successful conversion (or even a series of emails), alerts a sales agent, schedules a sales call and much more.

 

Step #4. Customize the Layout colors

Choose from any of our landing page layouts, select it and click continue.

 

Wallpaper Color

By clicking the selected color box you can customize the selection using either the color picker, color palette, RGB value or HEX value. You'll see your selection update in real-time on the Landing Page canvas.

 

Header Color

Some layouts include a primary header area with a fill color that can be customized. By clicking the selected color box you can customize the selection using either the color picker, color palette, RGB value or HEX value. You'll see your selection update in real-time on the Landing Page canvas.

 

Form Background Color

The form background fill color can be customized and applies only to the table that your form is embedded in. By clicking the selected color box you can customize the selection using either the color picker, color palette, RGB value or HEX value. You'll see your selection update in real-time on the Landing Page canvas.

 

Highlighted Field Color

To help create a more interactive experience for your visitors, each field can be highlighted by a custom background shade change on hover. By clicking the selected color box you can customize the selection using either the color picker, color palette, RGB value or HEX value. You'll see your selection update in real-time on the Landing Page canvas.

 

Step #5. Customize Fonts

Easily customize font styles, sizes and color for each content block-type contained in your landing page. We've included standard, elegant and fun web fonts in our library to spice up your landing pages:

 

• Main Title

• Form Title

• Form Description

• Field Title

• Field Description

Step #6. Build your form

Our drag and drop form builder makes it quick and easy to assemble a custom form to include on your landing page.

 

Adding Fields to your Form

Simply select a desired field from the left tool panel and drag it to the form canvas on the right preview column. You can position your field in any order you wish by simply dragging it up or down vertically.

 

Customizing your Fields

Once you add a field to the canvas, a field customization area will appear in the left tool panel. Each field contains its own customization parameters that are controlled on a field-by-field basis. These parameters include:

 

Field Label

The field label serves as a title for your field and appears above each form field, above the optional field description.

 

Map Field to

Form field values can be mapped to existing custom fields that are contained in the assigned CRM or Marketing List for your landing page. This is an optional parameter and any fields that are not mapped to a custom field are still stored and associated with the record that converted, but its not saved as an actionable custom field. Custom fields are very valuable for both Lead Scoring (Scoreboard) and Automated Campaigns. Since you're not restricted to any fixed number of custom fields, we recommend that all form fields be mapped to a custom field as a best practice.

 

Field Description

The field description appears beneath the field label / title and above the actual form field. It's a great place to describe exactly what information you're requesting and why you're requesting it.

 

Default Value

You can specify a default value to be shown in your form field. This can be helpful with establishing the format that you wish your visitor to follow or simply making it easier for your visitor to convert, if you know a certain value is most likely to be entered by the visitor anyway.

 

Required Value

You can specify which form fields are optional and which are required. If a field is required, it must contain a value before the visitor will be able to successfully submit the form.

 

Limit

By selecting this option you limit the number of times the form can be submitted by an individual visitor or lead to one time.

 

Field Types

Once you add a field to the canvas, a field customization area will appear in the left tool panel. Each field contains its own customization parameters that are controlled on a field-by-field basis.

 

Name Field

The Name field is formatted for First and Last name. We recommend this field be used on all of your landing pages and forms.

 

Email Address

An Email Address field is required for all landing page forms. We include the option of a 'Confirm Email Address' field that would require a visitor to enter their email address twice, to ensure data integrity and prevent invalid email addresses.

 

Single Text Field

The Single Text field is best utilized for open-ended data collection in situations where you could have a wide variety of entries from visitors.

 

Paragraph Field

The Paragraph field provides a text area that allows your visitors to enter a text-based message.

 

Number Field

The Number field is formatted to only accept numeric characters.

 

Date Field

The Date field allows you to select from a variety for data formats and ensures that the entry is stored in date field type. When leads select a date, a popup calendar will allow them to seamlessly select a date.

 

Country Field

The Country field provides a drop-menu of every Country in the world.

 

Mobile Phone

The Mobile Phone field was specifically created to store the value in a format that could be utilized for text message campaigns and workflow. There is an option to include country code.

 

Phone Field

The Phone field is formatted for proper entry no matter what Country your visitor is from and is stored numerically. There is an option to include country code.

 

URL Field

The URL field is formatted to accept web addresses.

 

Terms and Agreement Field

The Terms and Agreement field allows you to enter a text-based agreement that a user must click to accept, before submitting your form.

 

Drop Menu Field

The Drop Menu field allows you to create a multiple-option drop menu.

 

Check-box List Field

The Check-box List field allows you to create a multiple-option check-list for users to check off accordingly.

 

Radio Button Field

The Radio Button field allows you to create a multiple-option menu for multiple choice questions.

 

Hidden Field

 

The Hidden field is a field that lies behind your landing page. Adding a default value and mapping it to a field in SugarCRM will automatically populate that field when a lead converts.

 

U.S State Field

 

Pretty self explanatory :). Users can select what U.S state from a drop-down menu.

 

GoToWebinar Field

 

Integrated with GoToWebinar? Select which webinars you'd like leads to enroll in, and upon selection and form submission, they'll be automatically enrolled. Learn how to connect your GoToWebinar account with LeadFWD here.