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A Landing Page is a stand-alone web page that a Contact or a system user 'lands' on, typically after navigating to 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. |
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.
A Landing Page must be designed and enabled 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.
DesigningTwo 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, a . 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 change the format or the arrangement of the the content.
The Landing Page designer design screen is split into three sections:
Left - The navigation menu used to view/edit the configuration
Centre -
This section contains the actual configuration areas where text, colours and images can be provided
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
three different screens (Landing Page, success and failure screens)
Information
The Landing pageINFORMATION
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.
Name
Provide a unique name for the Landing Page configuration.
Description
Optionally provide a brief description.
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Currently, two different types of Landing Pages can be created:
Register - For registration purposes, can also support Mobile Pass Cards
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 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.
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).
Failure Message
The This message is displayed when the action is unsuccessful (displayed shown on screen preview page 3).
Colours
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).
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
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. The available fields vary depending on the Landing Page type.
Register - email, full name, phone
Password reset - email
Images
Optionally add the Pass Code field if the Contact can redeem a pass they have been sent during the registration process.
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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.
Logo -
Displayed at the top of the Landing page and can be positioned using
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
.
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)
Resetting a password (after forgot password)
copied for distribution purposes.
Enabling a Landing Page
A Landing Page must be activated to be accessible.
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
Passes
TABLE OF CONTENTS
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