Manage Landing Pages

Overview

Landing pages are linked from emails and can be used to guide recipients to carry out certain actions, for example:

• As a gate action before allowing email recipients to download content you’re providing in the email. Your landing page can include a custom signup form so that any recipient can provide their contact information and be converted to a marketing lead.

  In Unifyr One Admin, you can create, manage and link the email and the landing page in the same place, and keep them together.

• To provide a target page for a CTA such as Schedule a demo or Order here

You can design and create your own landing pages, using provided templates or starting from scratch. Partners can personalize them for their own use - you decide the level of customization they can make.

Before You Begin

Set up the tags with which to categorize your landing pages and other marketing activities - tags of type Marketing Activities. For more information, see About Tags and Taxonomy and Tag Management.

Contents

Click on the + to expand the instructions for the desired task.

Create a Landing Page

To create a new landing page:

1. Navigate to Partner Marketing > Landing Pages.

2. Click Create Landing Page.

   

3. Choose a template for the landing page. The Choose Template window contains a library of Beefree templates (Library), and a set of Unifyr One's common email templates (Default).

   If you’ve saved your own templates, they’re available in the Saved tab of the window. For more information, see the Save a Landing Page as a Local Template section of this article.

   If you don’t want to use a template, and want to create the content of the landing page from scratch, click the X button in the top right of the window. You can also select the Blank template from the Default tab.

4. Update the title of the landing page by clicking the pencil icon next to Untitled at the top of the page. Add the title you want to use, then click out of the field.

   

5. We recommend renaming the landing page, especially if you're planning to add sub-pages, to describe its use. It is named Default as a default.

   Click the dropdown menu next to Default at the top of the page, and select Rename.

   Add the new name for the page, for example Landing Page, then click out of the field.

   

6. Add or edit content using the Content, Rows, and Settings menus. We recommend starting with the Settings tab to set your global preferences first. Once you set global settings, you can change the settings of each content block individually as you add them.

   For more information about the blocks and properties available in the menus, see Content/Formatting/Display Options for Supplier-Created Marketing Content.

   The Unifyr One Email/Page Editor is powered by Beefree - see here for some useful information resources:

   • Beefree Academy - Designing in the Beefree Builder
   • Beefree's YouTube channel

7. Click Save or Save and Close when you’ve completed the landing page’s content.

   Once you’ve created a landing page, you can link it to a marketing email. For more information, see Associate a Default Landing Page with a Marketing Email and Adding a Link to a Landing Page in Marketing Email Content.

Create/Edit the Content of a Landing Page

To manage the content of a landing page:

1. Navigate to Partner Marketing > Landing Pages.

2. [Optional] If you’re editing the email’s content for the first time, you may be asked to choose a template for the email. The Choose Template window contains a library of Beefree templates (Library), and a set of Unifyr One's common email templates (Default).

   If you’ve saved your own templates, they’re available in the Saved tab of the window. For more information, see the Save an Email as a Local Template section of this article.

   

   If you don’t want to use a template, and want to create the content of the email from scratch, click the X button in the top right of the window. You can also select the Blank template from the Default tab.

3. If you’re editing an existing landing page, you may have unsaved changes from a previous session. You’re prompted to save or discard them:

   

4. Add or edit content using the Content, Rows, and Settings menus. We recommend starting with the Settings tab to set your global preferences first. Once you set global settings, you can change the settings of each content block individually as you add them.

   For more information about the blocks and properties available in the menus, see Content/Formatting/Display Options for Supplier-Created Marketing Content.

   The Unifyr One Email/Page Editor is powered by Beefree - see here for some useful information resources:

   • Beefree Academy - Designing in the Beefree Builder
   • Beefree's YouTube channel

   Any field you provide in your email can be updated/personalized by the partner before they send the email to their customers. If you want to prevent a user from updating content you’ve provided, toggle the Unlocked/Locked setting for the block in the Content tab of the editor. For more information, see Restrict Editing of Content in a Marketing Email / Landing Page / Web Plugin.

   

5. If you want to add a confirmation page for users who complete a form in the landing page, see the Add a Confirmation Page to a Landing Page section of this article.
6. If you want to include a placeholder for a partner logo, see Add an Autogenerated Partner Logo to a Marketing Email / Landing Page / Web Plugin.
7. Click Save or Save and Close when you’ve completed the landing page’s content.

Add a Form to a Landing Page

There are two ways in which you can add a form to a landing page:

• Select a template (Beefree template, Unifyr One template, or one of your saved templates) that includes a form
• Create a new form in a landing page from scratch

To create a new form in a landing page:

1. Navigate to Partner Marketing > Landing Pages.
2. Find the landing page to which you want to add a form, and click on it to open it for edit.

3. From the right-hand Content panel, find the Form object and drag it into the required location in the landing page content.

   

4. Click in the form object in the landing page content - it’s highlighted in blue to show that it’s active.

5. Use the right-hand Form Properties panel to define the layout of the form, and the fields and labels it displays.

   For information about all the elements available in the WYSIWYG content builder, see Content/Formatting/Display Options for Supplier Created Content.

   

6. Scroll down to the Manage Fields section of the panel to manage the fields you want to include in the form for completion.

   These fields are included as a default:

   • First Name
   • Last Name
   • Email Address
   • Country

   The form also includes a button for the recipient to submit the form - it has the default label Submit.

7. Click Add new field to add a new field to the form.

   

   You can choose from Unifyr One's fields - First Name, Last Name, Email Address, Country, Mobile Phone, Work Phone, Address 1, Address 2, City, State/Region, Zip Code

   You can also select any of your own custom Contact fields (configured in   > Forms & Fields > Lead > Contact > Custom Fields - for more information, see Custom Fields.

   The field name, as configured in Unifyr One Admin, is shown for the field’s entry in the form. You can add a different label for the field in the form.

   

8. If you’ve added a field to the form, you can click Edit to configure it.

   

   Use these options as required:

   • Choose the label
   • Select the type of field to add - for example a text field, a button, an email address, a URL, etc
   • Specify whether field is required (must be completed in the form)
   • Add default (placeholder) text to show in the field
   • Specify whether the field is read-only in the form
   • For select field types (Multiple choice, Single choice, Dropdown), specify the options to be presented for selection
   • For Number field type, specify minimum/maximum values
   • For Long Text field type, specify the number of rows you want to provide

   

9. Change the label that appears for a field in the form. Click in the text area and enter the new label. Click out of the field to update the label in the form.

   

10. Click Delete to remove a field.

    

11. Reorder the fields in the form if required, by clicking and dragging a field to the required location.

12. Confirm the label for the button that recipient clicks to submit the form - the default label is Submit.

    

13. Scroll down to the right-hand Label Options panel to define how the field labels in the form should appear - text color, font, spacing, position, alignment, etc.

    

14. Scroll down to the right-hand Field Options panel to define how the fields in the form should appear - colors, content padding, borders, etc.

    

15. Scroll down to the right-hand Button Options panel to define how any buttons in the form should appear - width, colors, font, letter spacing, padding, border, etc.

    

16. Click Save or Save and Close to save changes to the landing page.

Add a Confirmation Page to a Landing Page

You can add create a sub-page for a landing page, which will display when a user has submitted a form in the main landing page.

For example, if you’ve gated content behind a contact form in the landing page, you'll want a confirmation page to be shown when the contact has completed the form. The confirmation page might include the button for the contact to download the content.

To add a custom confirmation page to a landing page:

1. Navigate to Partner Marketing > Landing Pages.
2. Find the landing page to which you want to add a confirmation page, and click on it to open it for edit.

3. Click the down arrow next to the Page entry, in the top toolbar. There is already one page listed - Default. This represents the landing page. You can rename it if required.

   

4. Click + New.

5. Choose a template for the confirmation page.

   The Choose Template window contains a library of Beefree templates (Library), and a set of Unifyr One's common email templates (Default).

   If you’ve saved your own templates, they’re available in the Saved tab of the window. For more information, see the Save a Landing Page as a Local Template section of this article.

   If you don’t want to use a template, and want to create the content of the confirmation page from scratch, click the X button in the top right of the window. You can also select the Blank template from the Default tab.

6. Update the label of the confirmation page by clicking into the field that is named Untitled Page as a default, and choose Rename. Add the label you want to use, then click out of the field.

   Best Practice

   Use names that identify the landing page and the confirmation page, for example Landing and Confirmation/Content.

   

7. Add or edit content using the Content, Rows, and Settings menus. We recommend starting with the Settings tab to set your global preferences first. Once you set global settings, you can change the settings of each content block individually as you add them.

   For more information about the blocks and properties available in the menus, see Content/Formatting/Display Options for Supplier-Created Marketing Content.

8. Click Save or Save and Close when you’ve completed the confirmation page’s content. 

Once you've added a sub-page to the landing page, you can duplicate it to create further pages. This allows you to easily maintain a standardized format for all sub-pages.

Go to the page switcher area for a landing page, and select the page you want to copy. Click Copy in the drop down menu. The duplicated page added to the list in the page switcher, with the name <original page name> (Copy). You can rename as required.

Add a Autogenerated Partner Logo to a Landing Page

If you want your landing page to include a partner logo, you can configure a dynamic image so that it will automatically show the correct logo for each partner that is receiving the email.

For more information, see Add an Autogenerated Partner Logo to a Marketing Email / Landing Page / Web Plugin.

Restrict Editing of Content in a Landing Page

You can lock areas of a landing page you provide to your partners, to ensure that they can’t be changed when the partner is editing or personalizing the email for their own use.

For more information, see Restrict Editing of Content in a Marketing Email / Landing Page / Web Plugin.

Change the Template of a Landing Page

To change the template used as the basis of a landing page (or add one, if you initially saved the email without one):

1. Navigate to Partner Marketing > Landing Pages.
2. Find the landing page whose template you want to change, and click on it to open it for edit.

3. Click ... > Change Template.

   

4. Choose the new template for the email. The Choose Template window contains a library of BeeFree templates (Library),  and a set of Unifyr One's common email templates (Default).

   If you’ve saved your own templates, they’re available in the Saved tab of the window. For more information, see the Save an Email as a Local Template section of this article.

   Note that selecting a new template will overwrite any previous versions of the email, or customizations you’ve made.

5. Click Save.

Save a Landing Page as a Local Template

To save a landing page as a template for later reuse:

1. Navigate to Partner Marketing > Landing Pages.
2. Find the landing page you want to save as a template, and click on it to open it for edit.

3. Click … > Save as Template.

   

4. In Create Template, enter a name for the template. The landing page is saved as a template.

When you’ve saved your own templates, they’re available in the Saved tab of the Choose Template window. You can pick one when you’re creating a marketing email - using a template for creating content ensures consistency of brand, style, and voice in your communications.

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