Overview
A landing page is a custom-designed webpage that your customers or leads reach after they complete actions like filling out a Lead Form, submitting an Appointment Schedule request, or completing a Scope of Appointment form. Its purpose is to provide specific information or a follow-up action related to the form they just submitted.
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How to make a landing page
- Go to Settings.
- Navigate to the Sales > Landing Pages setting and select the ‘Edit’ button.
- On the Landing Pages page, select the ‘ADD NEW LANDING PAGE’ button.
- Give the new landing page a name that clearly describes its purpose. For example, Appointment Confirmation or SOA Submission Thank You Page.
- Add one of the following to the Path field (must match exactly): soa_thankyou or Meeting_Confirmation.
- - Use soa_thankyou for Scope of Appointment (SOA) landing pages.
- Use Meeting_Confirmation for Appointment Schedule landing pages. - Scroll down to the webpage builder and compile your landing page.
- When ready, select the ‘Save’ button to finish setup and create the landing page.
You can also allow your users to create their own landing pages. To do this:
- Go to Settings.
- Navigate to the Sales > Email, Columns, Calendar & Other Optional Features setting and select the ‘Edit’ button.
- Scroll down until you see the Landing Pages Available for All Users section and check the ‘Enable Landing Pages for All Users’ checkbox.
- Save.
All users will follow the same steps above to create a landing page.
Landing page examples
Landing pages have a wide variety of uses and applications. It all depends on your needs and business processes.
For basic applications, you can use landing pages to display feedback every time someone completes a lead form on your website or schedules a meeting from an appointment scheduler. This type of landing page generally includes a simple confirmation message.
Landing pages can also list links to agent and office appointment schedulers. For more advanced purposes, you could set up landing pages for AEP and Open Enrollment with links to related resources and materials, and include it in your emails and SMS text messages.
Here’s a list of features that can utilize landing page links:
- Lead Forms - Link a landing page to your lead form to display a confirmation message when the form is successfully completed.
- Scope of Appointments (SOA) - Link a landing page to your SOA to display a confirmation message when the SOA is successfully completed.
- ACA Consent to Contact - Link a landing page to your consent form to display a confirmation message when the form is successfully completed.
- Appointment Schedulers - Link a landing page to your scheduler to display a confirmation message when an appointment is successfully scheduled.
- Emails - Include a landing page link in your emails to direct prospects and clients to agency resources and materials.
- Texts - Include a landing page link in your SMS text messages to direct prospects and clients to agency resources and materials.
Webpage builder
There are three main components of the email template creator.
- Content blocks where you add your text, images and more.
- Rows where you set up the layout of the template.
- Settings where you can customize the size, background and more.
Content blocks
Think of the landing page like a puzzle. You take a bunch of pieces or blocks and put them together to form a whole picture. The only difference is, you have different types of content blocks to choose from. Each has a specific purpose according to your needs. If you want to include an image, for example, add the IMAGE block. For text, use the PARAGRAPH block.
Types of content blocks:
- Title: Add a title or a header to your landing page.
- Paragraph: Add your message including Merge Tags for personalization, like Dear #FIRSTNAME#.
- List: Add ordered (bulleted) and unordered (numbered) lists.
- Image: Upload and insert images (.jpg or .png only).
- Button: Add a clickable button for call-to-actions, such as “Download” or “Click for Link”.
- Divider: Divide your blocks with a solid line.
- Spacer: Add whitespace to break up your blocks.
- Social: Link to your social media accounts.
- Icons: Add your business logo or other icons.
Rows
When building a landing page, it’s important to add rows for your content blocks. These rows serve as the scaffolding of your landing page, shaping its overall layout and structure.
The template structure is important to keep in mind when designing a landing page because it affects how it renders in different devices, from computers to smartphones and tablets.
Settings
To further customize and personalize your landing page, check out the settings. Here, you can adjust various elements to your preferences. This includes the content area width, content area alignment, background color, content area background color, background image, default font, and link color.
Pay special attention to the content area width and the content area alignment.
Content area width determines how the email will expand to render and display on devices. By default, the content area width for all templates starts at 675px for editing purposes. After you’re done building your template, you will want to maximize the width to 900px for the best viewing experience across all devices.
Content area alignment determines how the email content is displayed. Content is usually center-aligned for landing pages.
If you make any changes, remember to save or your changes will be lost.
If you have a landing page, you can use it with Appointment Schedules and Scope of Appointments (SOA).