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Marketing Creatio, Creatio FAQs, Landing Pages/Web forms

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FAQ: Creatio Landing pages and web forms

Do you use mailing lists or webinars as part of your marketing strategy? Are landing pages used to capture prospects' contact information or interest in your offerings? 

Good news! Creatio Marketing is a unified CRM that includes the capability to link your website landing pages to a landing page record in Creatio that is used to create leads and manage contacts.

Using landing pages, you can set up registration for any system object that is involved in leading a customer to a sale in Creatio.  Based on the data retrieved from the submitted web forms, Creatio can create leads, contacts, accounts, and other system records.

Here are the answers to some of the most common questions we encounter about how Creatio works with web forms and landing pages.

Getting Started - Integrate with Landing Pages and Webform

 

Landing Page setup FAQ:

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 connections between Creatio and web forms on your websites.  The landing page record is created in Creatio 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.  Creatio's low-code/no-code framework means that you don't need an expensive, specialized app developer to create these integrations as often as you need them.

As a result, each time someone submits one of those integrated web forms, 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 a list of event participants, automatic order registration, and more. You can choose the fields you want to be filled in your contacts and design your forms to make it happen automatically.

 

What is the difference between a landing page on the website and a Creatio landing page record?

When setting up a landing page two main entities 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 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 the 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 the “Connect your website landing page to Creatio” 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 by 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 webform. 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 the “Connect your website landing page to Creatio” article or PDF

 

How do you set up one landing page record for a page with several web forms?

If your landing page has several web forms, you can use a 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 a 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 the mapping of the fields from the first web form:

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

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

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

5. Set up the createLead functions:

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

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

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

Tip:

This section of your landing page HTML is associated with your 'call-to-action' button. Insert the code (onsubmit="createLead1(); return false" onsubmit="createLead2(); return false") into the <form> tag of your form. 

Example of Call-to-Action Form: Download eBook Now.Landing page integration to Creatio

 

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 a 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.

Example:

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.


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

The landing page webform can contain all the fields used by Creatio on the lead page. You can set up automatic filling in individual fields with default values. Detailed information about filling in the lead fields with default values is available in the “Set up autofill for lead page fields” 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” business 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.

Lead Identification business process

 

How do I set up the correct filling in lead create 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 check the time zone set on the server where Creatio is hosted. For the lead creation time to be set correctly, make sure that the time zone on the application server corresponds to your actual time zone.

 

Can I configure the website event tracking for manually registered leads?

You cannot configure the website event tracking for manually registered leads.

The website event tracking is executed based on the history of the transitions through the website of a specific Internet user. During the tracking process, a certain session is recorded in the browser by using cookies. If a lead is created manually, no web page visitor is connected to a web browser session. Thus, the history of the website navigation of such a user cannot be tracked.

If an internet user, having made several transitions through the pages, fills in the landing page web form of your website, the history of his transitions will be transferred to Creatio.

Note. If a user clears the browser cookies before filling in the landing page web form, the history of his transitions will be removed and won’t appear in the system.

 

How do I configure data transferring from one landing page 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.

To fill in the [ Name ] and [ Surname ] lead page fields correctly, enter 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 up0 the mapping of the hidden fields in the "config" block:

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

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

Troubleshooting: Why doesn't Creatio register leads despite 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 (such as lead) is required but either not included in the web form, or not filled.

In this case, you can:

    • Clear the [ Required ] checkbox from the lead page fields (or the page fields of another Creatio object). Learn more about changing fields on edit pages in the “Set up page fields” article.
    • Set up the filling in of these fields with default values.
    • Ensure that the Landing page form has only one field for the 'Full Name'.  First and Last names in separate fields are not mapped back to Creatio using the out-of-box mapping.  See this KB article for more info on mapping 'First name' and 'Last name' custom fields to Creatio.

Download the FAQ PDF

Getting Started - Integrate with landing pages and web forms 

Creatio can connect to your landing pages and use the information to generate system records, for example, generate a potential customer database and nurture the leads before handing them off to sales.

Attention. Creatio supports integration with CMS that enables adding 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 Creatio Community and Marketplace websites.

Using landing pages, you can set up registration of any system object that is involved in leading a customer to sale in Creatio. Based on the data retrieved from the submitted web forms, Creatio can create leads, contacts, accounts, and other system records. For example, you can use your website page containing special subscription offers, shopping cart page, user registration page, or multimedia download page as your landing page.

Note. This instruction article is based on a typical example of using landing pages and web forms to gather leads. Register other Creatio objects in the same manner.

The general procedure for Creatio landing integration includes several steps:

  1. Create landing pages based on general rules and recommendations.

  2. Connect your landing page to Creatio 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 Creatio, copy the unique code generated in Creatio for your landing page and paste it into your website page code. The field mapping between the landing page and the lead page 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 Creatio.

  3. Set up the landing forms processing. The form filled out by your customers will only provide the information that will be used in Creatio. 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. You can simplify the process of filling in the registration form on the landing page for the bulk email recipients by setting up a preliminary autofill of the required fields with data available in Creatio, for example, name, email, phone number, etc. 

  4. Set up tracking to enrich the customer profile with the website events and track lead channels and sources. To set up tracking, insert a special tracking code in the HTML source code of each page of your website.

Download the Landing pages and web forms PDF

 


Set up landing page integration

This functionality is available in all configurations containing the Landing pages and web forms section.

Customers who have their Creatio application deployed on-site may need to perform an additional setup to have the HTML code displayed correctly on the landing page. It is required when according to URL safety rules the URL displayed in the user's browser must be different from the one used for external access to Creatio. For example, when the URL gets blocked by the firewall.

To set up landing pages:

  1. Go to  System Designer -> [ System settings ].

  2. Open the “Landing pages data collection service URL” system setting in the [ Landing pages section settings ] folder.

  3. In the [ Default value ] field, enter the external URL of your Creatio application, for example, http://creatio-marketing.mydomain.com, and save your settings.

As a result, the HTML code embedded in your landing page will use the correct URL to call the web service for creating a new lead in Creatio, for example:

serviceUrl: "http://mysite.creatio-marketing/ServiceModel/ GeneratedWebFormService.svc/SaveWebFormLeadData"

If you use a secure connection protocol, enter the URL and specify https:// in it. The web service call address, in this case, will be as follows:

serviceUrl: "https://mysite.creatio-marketing/ServiceModel/ GeneratedWebFormService.svc/SaveWebFormLeadData"

Note. By default, this setting is not configured and the application URL is generated automatically.


Related articles:

Visit the Creatio Academy for the latest updated documentation

Creating a landing page on your website

Connect your website landing page to Creatio

or Download PDF

Set up autofill for lead page fields not filled in by the web visitor


Questions?  Schedule a phone call or sent me an email

Schedule a Call with Julie

 

 

Topics:   Marketing Creatio Creatio FAQs Landing Pages/Web forms

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