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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 clicking a link. 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 pass or register a new contact.

To view existing Landing Pages click on your logged-in user name in the top right-hand-corner of the screen >

Landing Pages Settings

Navigate to Settings > Platform > Contact Facing Essentials > Landing Pages.

[screen shot of summary screen]

From here you can copy the URL of a landing page (to include it as a link in communications, edit the Landing Page to access the QR code too). Other options from this screen include editing, deleting or deactivating a landing page.

Landing Pages Settings

In order for a landing page to be accessible it should be designed and enabled. Configuration of 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.

Designing

Two default landing pages are automatically configured for each business, one for contact registration and one for purchasing a gift card. A back-end system user can edit either of these two and change the configuration or create their own.

Creating a Landing page

Select the Create Landing Page option to create a new Landing Page, the . The newly created landing page comes with default image and colour settings that can be modified if necessary.

A system user can define the contents of the Landing Page but cannot edit 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

can be
  1. 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

area
  1. pane displays the

Lading Page in it’s actual view
  1. actual Landing Page content, changes made to the configuration will be immediately reflected here

, use
  1. . Use the navigation button at the bottom to switch between the

3
  1. three different screens (Landing Page

views (main
  1. , success and failure screens)

[screen shot]

Information

The Landing page basic information, during creation of Image Added

INFORMATION

This tab contains the Landing page’s basic information. 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.

Image AddedImage Added

Name

Provide a unique name for the Landing Page configuration.

Description

Optionally provide a brief description.

Anchor
type
type
Type

Currently, two different types of Landing Pages can be created:

  • Register - For registration purposes, can support Mobile Pass Cards

  • Password reset - For resetting a forgotten password

    currently support the ability to Purchase a Pass or 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 (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 Contact once successfully registered. A mobile pass card configuration must be created and activated beforehand to see this setting.

    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 manual for further information. This option is only applicable for registration Landing Pages.

    Text

    Various text fields appearing Passes manual to find out how to configure a pass plan.

    Also select the configured payment gateway to be used for processing the payment for the gift pass. Refer to the Integrations manual to learn how to configure payment gateways for your business.

    TEXT

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

    Image AddedImage Added

    Title

    The title appears 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 successfully completing the action (displayed shown on screen preview page 2).

    Image Added

    Failure Message

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

    Image Added

    Registered Contacts Label & Text

    Provide the Text to be displayed below the Register button if you want to allow your business's already registered contacts to sign in to their account via a portal instead of registering again (the Text will appear as a link for contacts to click and navigate to the portal).

    Colours

    Sign-in URL

    The URL of a portal where already registered contacts can sign-in to their account.

    COLOURS

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

    Fields

    Image Added

    FIELDS (for Register Landing Pages only)

    These are the fields that used to collect the required information from the Contact using the Landing Page, select which fields should appear. The available fields vary depending on the Landing Page type.

    Register - email, full name, phone

    Password reset - email

    Images

    These images

    Image Added

    Optionally add the Pass Code field if the Contact can 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 and cannot be amended

    IMAGES

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

    Image Added
    • Logo -

    displayed
    • Displayed at the top of the Landing page and can be positioned using

    3
    • three 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
    • .

    LEGAL (for Register Landing Pages only)

    Set the terms and conditions and privacy policy for your contacts to accept prior to completing their registration, and configure the messages that they will see to set their marketing communication preferences.

    DISTRIBUTION

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

    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)

    Image Removed

    Resetting a password (after forgot password)

    Image Removed

    copied for distribution purposes.

    Image Added

    Enabling a Landing Page

    A Landing Page must be activated to be accessible.

    Image Added

    Reference Material

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

    Mobile Pass Cards

    Mobile Pass Cards

    Passes

    Passes

    TABLE OF CONTENTS

    Table of Contents