Landing pages are stand-alone web pages that usually have a single function which is separate from the rest of the web site. You might use them to encourage customers or clients to sign up for your newsletter, distribute coupon codes, or to advertise an app. You can link to them from emails and embed surveys or forms in them. Landing Pages are available to customers who have purchased the Business license or above.
Your CNAMEs and Domain records also need to be set up before creating your Landing Page.
Landing Pages are not currently mobile responsive out of the box. You can find a blog post here that offers some guidance on setting up responsive design.
- Dynamics 365
- CRM 2011
Create a Web Content Record
Navigate to ClickDimensions > Web Content.
By default, you will see the Active Web Content View, which displays all active Web Content records of any kind (Forms, Surveys, Landing Pages, and Subscription Pages). You can change the view to Active Landing Pages if you want to see only Landing Pages. You can also create a Personal View if you would like to create your own criteria for which records are displayed.
Click New to create a new Web Content record.
This will open a new Web Content Record:
The Web Content Record
In the new record enter the following fields:
Name: This is a reference name in CRM for the Web Content record.
Type: Choose Landing Page.
Editor Type (Required): There are two types of editors: Free Style and Block Editor. Free Style gives you a designer and the option to edit the HTML as well. The Block Editor allows you to more easily create your page with a wizard style setup but with a little less freedom, while the Free Style Editor is a little more advanced but gives you more room for creativity.
Campaign: You can associate a web content record with a Campaign record in CRM. When you associate a record in CRM, you will be able to see this Web Content record via the Campaign record.
Domain: Select a domain you want to use for the landing page. Make sure that the Domain record also has the Sub Domain Alias field populated - if it is not please see this article to set that up.
Category: This field is required and by default is set to Marketing, but you can select any of the default categories (Marketing, HR, or Other) or add your own custom options to choose from. The value selected here will not display on related Page Views records but you can still use reference it in an Advanced Find or the Intelligent Dashboards.
Lead Generation Form: This field is required and set to Yes by default. Its primary purpose is for use in Intelligent Dashboards but you may query on it in an Advanced Find, however, it will not appear on related Page Views.
Submissions: Submissions will not display once the landing page is saved. This section will show record submissions for other web content record types, but is not relevant for landing pages.
Page Views: Page Views for people accessing the landing page will be listed here.
When you are done, click Save.
The Landing Page Designer
Click on the Design button to open the Designer window.
If you selected Freestyle for the Editor Type, the Landing Page designer will look like this:
Or it will look like this if you chose Block for the Editor Type.
Click here to learn more about the Freestyle Editor and here to learn more about the Block editor.
Once you have built your page, you can preview it by clicking the Preview button.
To save your Landing Page, click Save and Close.
Distribute the Landing Page
Click on the Embed button to access the Landing Page's Embed options.
Here you can find a URL for the Landing Page as well as iFrame embed code if you want to place the Landing Page directly into another page on your site. For more information click here.
Link to a Landing Page in an Email
ClickDimensions' Email Template designers allow you to easily link to a Landing Page you have created.
FreeStyle & Drag and Drop Editors
Open the Hyperlink Manager in the Email Template Editor, navigate to the Web Content tab, then choose Landing Pages from the drop down field to see a list of all of your Landing Pages. Select the one you want, then click Insert Link.
Block Editor
In the Email Block Editor, you can access a list of your existing Landing Pages by clicking the Landing Pages button.
Step 1: Create a Web Content Record
Web Content records are records that provide the capability to create various forms of web pages. You may use these to create a page for an event or contest among many other options. To create a new Web Content record, Go to Settings > ClickDimensions > Web Content.
Click New to create a new Web Content record.
In the new record enter the following fields:
Name: This is a reference name in CRM for the Web Content record.
Type: Choose Landing Page.
Editor Type (Required): There are two types of editors: Free Style, and Block Editor. Free Style gives you a designer and the option to edit the HTML as well. The Block Editor allows you to more easily create your page with a wizard style setup but with a little less freedom, while the Free Style Editor is a little more advanced but gives you more room for creativity.
Campaign: You can associate a web content record with a Campaign record in CRM. When you associate a record in CRM, you will be able to see this Web Content record via the Campaign record.
Domain: Select a domain you want to use for the landing page. Make sure that the Domain record also has the Sub Domain Alias field populated - if it is not please see this article to set that up.
When you are done, click Save. Now the Design and Embed buttons are active in the ribbon.
Step 2: Design the Landing Page
Click on the Design button to open the Designer window.
The Design button will open the Design window with either the Free Style Editor:
Or the Block Editor:
Once you have built your page, you can preview it by clicking the Preview button.
Step 3: Distribute Landing Page
Click on the Embed button to retrieve the URL and iFrame HTML code for this newly created page. You will also be able to access the link to this page from the Email Template Editor by clicking on the Landing Pages button.
To save your landing page, click Save and Close.
| Feature Added: Original |
| Feature Updated: 8.14.0 |
| ClickDimensions Version Needed: 8.14.0 |