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Managing Landing Pages
Info

A Landing Page is a stand-alone web page that a Contact or a system user 'lands' on, typically after navigating to a link for registration purposes. Landing Pages in CRM.COM have a definitive purpose associated with them, and can be accessed via selecting a hyperlink, or scanning a QR code or simply navigating to its associated URL address. CRM.COM can be used to design your own custom Landing Pages to either purchase a gift pass or register a new contact.

To view existing

Landing Pages Settings

Designing a landing page is possible via Settings - click on your logged-in user name in the top right-hand - corner of the screen > Settings > Platform > Landing Pages.

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From here you can copy the URL of an existing landing page (to include it as a link in communications), you must Edit the Landing Page to access the QR code. Other options from this screen include Edit, Delete or Deactivate a landing page. Image Added

A Landing Page must be designed and enabled activated in order to be accessible.

Landing Pages Settings

Designing a landing pages is possible via Settings - click on your logged-in user name in the top right-hand-corner of the screen > Settings > Platform > Landing Pages

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Designing a Landing page

Select the Create Landing Page option to create a new Landing Page, a system user can define the contents of the Landing Page but cannot change the format or the arrangement of the the content.

The Landing Page designer design screen is split into three sections:

  1. Left - The navigation menu used to view/edit the configuration

  2. Centre -

The details
  1. This section contains the actual configuration areas where text, colours and images can be provided

  2. Right - The preview pane displays the actual Landing Page content, changes made to the configuration will be immediately reflected here. Use the navigation button at the bottom to switch between the 3 different screens (Landing Page, success and failure screens)

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INFORMATION

The Landing page This tab contains the Landing page’s basic information. During creation of When creating a Landing Page, these details must be completed first, and then other options (Text, Colours etc.) will be enabled. None of these details are displayed on the actual landing page itself.

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Name

Provide a unique name for the Landing Page configuration.

Description

Optionally provide a brief description.

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type
type
Type

Currently, Landing Pages can only support the ability to Purchase a Pass or to Register a contact.

  • Purchase a pass - allows any consumer to purchase a pass (from a specific pass plan), providing the beneficiary’s details

  • Register - used to register a contact

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  • (and optionally provide a pass code to redeem)

Support Mobile Pass Cards (for Register Landing Pages only)

Select this check box in order to provision a mobile pass card to the Contact once successfully registered. To see this setting, a mobile pass card configuration must be created and activated beforehand.

Pass Plan (for Purchase a Pass Landing Pages only)

Select the pass plan which will be used to issue the passes. Refer to the Mobile Pass Cards Passes manual for further information. This option is only applicable for registration Landing Pages.

TEXT

Setup text fields and messages appearing to appear on the Landing Page. The preview screen displays the applied changes instantaneously.

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Title

Title appearing at the top of the Landing Page, under the logo.

Description Text

Text appearing under the title, possibly explaining the purpose of the Landing Page.

Footer Text

Footer text displayed under fields.

Button Text

Text to display on the registration button.

Success Message

The This message is displayed upon successful completion of the action (displayed on screen preview page 2).

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Failure Message

The This message is displayed when the action is unsuccessful (displayed on screen preview page 3).

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COLOURS

Select the colours for the all areas of the Landing Page by clicking on the relevant colour areacoloured circle.

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FIELDS (for Register Landing Pages only)

These are the fields used to collect the required information from the contact using the Landing Page, select which fields should appear.

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The available fields vary depending on the Landing Page Type.

  • Register - choose from email, full name, phone

  • Password reset - only email is availableImage Added

    Optionally add the Pass Code field if the contact will be able to redeem a pass they have been sent during the registration process.

    Info
    • It is highly recommended that the contact identification option selected for registration (i.e. phone or email) should also be set as a CIM in system settings (Settings > Contact > Contact Identification Mediums)

    • Fields to Purchase a Pass Landing Pages are fixed an cannot be amended

    IMAGES

    There are three different types of images which can be optionally added to the landing page, transparency can be adjusted for the header and background images.

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    • Logo - Displayed at the top of the Landing page and can be positioned using 3 different alignments

    • Header - Displayed behind the logo at the top of the Landing Page

    • Background - This image is the biggest of the three and covers most of the Landing page area

    DISTRIBUTION

    This option becomes visible once the Landing Page has been saved. The generated QR code and URL are displayed and can be copied for distribution purposes from this page.

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    Default Landing Pages

    If no landing pages are configured then the following default landing pages will be used for system users.

    Setting a password (after registration or invitation)

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    Resetting a password (after forgot password)

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    Reference Material

    You may also find it useful to refer to the following manuals for further reading in relation to Landing Pages.

    Mobile Pass Cards

    Mobile Pass Cards

    TABLE OF CONTENTS

    Table of Contents