Monday, 21 October 2019

Creating and Editing Landing Pages

The  map.png  Pages section of SharpSpring is where pages and funnels are located.

There are several important features available when creating or editing landing pages.

This article will provide an information on creating or editing landing pages and funnels, as well as the features available in the Pages section of SharpSpring.
Available with:
Marketing Automation
CRM Ultimate
CRM PRO
CRM Free
  
Toolbar:
0NavMarketing.png
Users:
Administrators
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

 

Article Contents



Enabling Landing Page Sites

In order to design landing pages and blogs in SharpSpring, you will first need to enable a landing page site. If you attempt to access the Landing Page Designer without creating a landing page site, then you will see a message stating that you currently have no landing sites enabled.
  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Settings.
  2. In the left panel, under Tracking, click Sites.
  3. Click  12cog.png  Options > Add Site.
  4. Under Short Site Name, enter a name or label for this landing page site.
  5. Under Site Type, select one of the following:

       •   Main Site
       •   Microsite or Brochure
       •   Blog or Informative
       •   Help or Forum
       •   Social
  6. Under Domain Name/URL, enter the domain of your landing page site.
  7. Click the Make available in Landing Page Builder checkbox.
  8. Click Add Site.
     Click to enlarge.
Note: Both Short Site Name and Site Type will not be public and will only be used for organizational purposes.
Note: The format of this should be subdomain.yourdomain.com.
For example, a blog with a domain of SharpSpring could be blog.sharpspring.com.


Landing Page URLs and Subdomains

To publish landing pages, you will need to create a CNAME Record for your domain. Additionally, when you first use the Pages feature, you will be sent to a page in SharpSpring that prompts you to add a site.  At this point, you will need to designate a subdomain for landing pages. By default, SharpSpring always includes pages.services in its landing page editor.
Without CNAME records, this is what your URL looks like:
Link TypeURL Example
Secure
(no CNAME)
https://pages.services/subdomain.domain.com
Not Secure
(no CNAME)
http://subdomain.domain.com.pages.services


With CNAME records, this is what your URL looks like:
Link TypeURL Example
Secure
(with CNAME)
https://subdomain.domain.com 
Not Secure
(with CNAME)
http://subdomain.domain.com



Creating New Categories

funnel is a series or sequence of landing pages. Funnels are required in order to create individual landing pages. In SharpSpring, you can group similar funnels and landing pages together in a category. To create new categories for funnels, do the following:
  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Click  cog.png  Options > New Funnel Category.
  3. Enter a category name.
  4. Click Create Category.
Click to enlarge.


Creating New Landing Pages

Prior to creating a landing page, ensure that you have enabled at least one landing page site.
To create new landing pages, do the following:
  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Click  cog.png  Options > New Landing Pages.
  3. Enter a funnel name.
  4. Select a funnel domain.
  5. Select the number of pages in the funnel.
  6. Click Create Funnel.
   
Click to enlarge.
Important: The funnel domain cannot be changed after the landing page has been created.


Adding Content Blocks and Layouts

To add content blocks or layouts to landing pages, do the following:
  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Create or edit a landing page.
  3. In the Content Editor panel, click
    plus2.png  Add Content.
  4. Click either of the Blocks or Layouts tabs.
  5. Click the desired design item.
Blocks and elements, by default, will appear at the bottom of the landing page.
Click to enlarge.


Adding Content Elements

To add content elements to blocks or layouts on landing pages, do the following:
  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Create or edit a landing page.
  3. In the Content Editor panel, click
    plus2.png  Add Content.
  4. Click the Elements tab.
  5. Click the desired element.
  6. Click the purple line in the content section that you would like that element to appear.
Click to enlarge.


Inserting and Editing Forms

If you have added a form as an HTML element, you are able to edit those SharpSpring forms directly in the editor panel. To edit forms in the landing page, do the following:
  1. In a landing page, insert a form element.
  2. Single-click on the inserted form element to open up the properties editor panel.
  3. In the Select a Form menu, select the desired SharpSpring form.
  4. Click Form Editor in the properties editor panel.
  5. Edit form parameters as necessary.
  6. Click Save Changes.
  7. Click Close.
Click to enlarge.


Editing Existing Landing Pages

To edit existing landing pages, do the following:
  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Locate the desired landing page.
  3. Hover over the single page or funnel.
  4. Click  pencil.png  Edit.
  5. In the landing page that appears, click into a content block.
  6. Edit the content as necessary.
Click to enlarge.
Once a landing page is opened for editing, you can edit entire content blocks or specific content elements on a page. Double-clicking allows you to edit both sections and elements. Alternatively, you can edit the properties of an element or section by right-clicking and selecting Edit Properties.

You can also edit individual versions of the landing page for different devices. For more information, refer to Editing Mobile Versions of Landing Pages. 


Reordering Content

When editing content in a landing page, you can reorder added sections or layouts. To reorder content on a landing page, do the following:
  1. In a landing page, insert multiple content blocks or layouts.
  2. In the Content Editor panel, click
    pencil.png  Edit Content.
  3. Right-click the desired section.
  4. Click  move.png  Reorder Sections.
  5. In the window that appears, drag sections to desired locations.
  6. In the Content Editor panel, click another feature to exit the reordering window.
Click to enlarge.


Deleting Content

When editing content in a landing page, you can delete content from the page. To delete content, do the following:
  1. In a landing page, insert multiple content blocks or layouts.
  2. In the Content Editor panel, click
    pencil.png  Edit Content.
  3. Right-click the desired section.
  4. Click  trash.png  Delete Element.
  5. In the Content Editor panel, click another feature to exit the reordering window.
Click to enlarge.


Modifying Funnel Settings

The  file-text.png  Page Settings feature provides the options to modify funnel name and slug settings of a landing page. To modify funnel settings, do the following:
  1. In a landing page, click  file-text.png  Page Settings.
  2. In the Funnel Name text box, enter a name for the landing page.
  3. In the Funnel Slug text box, enter a slug for the landing page.
  4. Click Publish.
Click to enlarge.
For more information on modifying slugs, refer to Modifying Landing Page Slugs.


Adding Pages and Metadata

Additionally, the  file-text.png  Page Settings feature is where you add new pages to a funnel, as well as relevant metadata for those pages. To add pages to a funnel and metadata to pages, do the following:
  1. In a landing page, click  file-text.png  Page Settings.
  2. In the Page Settings section, click Add New Page.
  3. In the Page Title text box, enter a title for the new page.
  4. In the Meta Description text box, enter a short piece of information that will summarize the page's content.
  5. In the Meta Keywords text box, enter keywords that best reflect the content of the page.
  6. Click the Allow Search Engines to Index This Page checkbox.
  7. Click Publish.
  
Click to enlarge.
Note: Click  pencil.png  Edit on a page in its setting drop-down menu to toggle the current page.
When entering metadata, consider the following:
  • Meta keywords are individual keywords or phrases that, when entered into a search engine, retrieve the web page and display it in the available search results.
  • Meta descriptions are the 160-character text snippets of information that are meant to provide a quick overview of what the web page is about. Search engines often display this text in search engine results. Social media platforms often display this information when a page link is shared.
Essentially, page visitors search for the page with meta keywords, and they view the meta description in a page's results.
For more information on metadata, refer to the following help articles:


Using the Page Settings Bar

You can quickly modify page settings and navigate your pages by way of the top bar in the landing page. The  map.png  Page Settings bar displays the funnel name and page title for a given page. The information is displayed as follows: Funnel Name / Page Title.
Double-clicking the Funnel Name or Page Title box will allow you to directly edit the page's funnel name or title.
The  caret-down.png  Options drop-down menu allows you to do the following:
  • Add a new page
  • Navigate to pages within the funnel
  • Access the Page Settings menu
Click to enlarge.


Previewing Landing Pages on Different Devices

You can preview how a landing page appears on different devices. This feature allows you to view content on a desktop, tablet, or mobile device. To preview landing pages on different devices, do the following:
  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Create or edit a landing page.
  3. In the Landing Page Options toolbar, click the Preview drop-down menu.
  4. Select one of the following device views:

       •   screen.png  Desktop

       •   tablet.png  Tablet
       •   mobile3.png  Mobile
 Click to enlarge.
Note: Any page sections that had the Hide on Mobile toggle turned on will disappear when using mobile view. These sections will only appear on desktop devices.


Modifying GDPR Settings

The European Union's new data protection law, the General Data Protection Regulation (GDPR), is meant to protect the data and rights of individuals who are in the European Union and European Economic Area (EU/EEA). One of these protections is consent. In this case, the consent to allow or deny tracking and the gathering of their personal information. You must give visitors the chance to either allow or deny tracking before it happens. If you add forms to a landing page or otherwise enable tracking, you will need to enable GDPR settings.
The  file-text.png  Page Settings feature is where you enter cookie, policy, and information content for GDPR banners.

When adding GDPR banner content, your goal is to inform your visitors why you are collecting their information, and for what purpose it is being collected. The available GDPR settings are:
 Click to enlarge.
   •   Use Consent Banner 
   •   Description   •   Consent Label
   •   Deny Label
   •   Link Name
   •   Link URL   •   Theme
For more information on the GDPR and how you must incorporate its protections into your pages and forms, refer to the following:


More Options for Landing Pages

Created landing pages have additional options available. To utilize these options, do the following:
  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Locate the desired landing page.
  3. Hover over the landing page or funnel.
  4. Click  ellipsis.png  More Options.
  5. Select from one of the following options:

Click to enlarge.
Option TypeDescription
CopyCopy the landing page or funnel content into a new landing page or funnel.
UnpublishRemove the landing page or funnel from publication.
PreviewView the current iteration of the landing page or funnel in the browser.
Move toMove the landing page or funnel to a different folder category.
Published Versions
View all metadata on previous iterations of the landing page or funnel.
DeleteDelete the landing page or funnel.



Search Filters

There may come a time when you have many landing pages and funnels. Navigating your available pages may become problematic. To better navigate your pages and funnels, utilize the search filters and options available in the Pages section.
The following search filters are available:

Click to enlarge.
Filter TypeDescription
Category Search
Click the All Categories drop-down menu to select which categories display in the section.
Publication Status
Click the Published/Unpublished drop-down menu to select which pages and funnels display. Options include published articles, unpublished articles, and articles with unpublished changes.
Search Bar
Enter words and phrases in the search bar to filter articles.



Blog Articles

The Pages feature is is where you create content for blogs. In order for a blog article to be published, you must have a blog category, blog article, and landing page. Each blog article needs to be tied to a category, and that category must be selected in the Make a Blog template landing page. Click to enlarge.
For information on creating and publishing blog articles, refer to the following help articles:


Setting Dynamic Web Content

You can set dynamic content on a landing page. This personalization deals with which personas and dynamic content rules you apply to landing pages. For more information on the many ways to apply dynamic content and personas to landing pages, refer to the following help articles: Click to enlarge.


Accessing Secure Pages

SharpSpring landing pages are secure. To access a secure version of your landing page with the https:// prefix, do the following:
  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Create or edit a landing page.
  3. In the left panel, click  file-text.png  Page Settings.
  4. Locate the Funnel URL–Secure field.
The URL in the Funnel URL–Secure field is the URL of the secure landing page. It will change depending on if you have CNAME records set up.

Your new URL will be as follows:
Click to enlarge.
Record TypeURL Example
With CNAME
https://slug.company.com/slug
Without CNAME
https://pages.services/site.company.com/slug

By default, landing pages created in SharpSpring are secure. They will have the https:// URL prefix. In addition, any asset provided by SharpSpring—media center linksuploaded imagesand the like—are, by default, secure. This means that unsecured content is brought in from external sources. As such, you will need to change any unsecured links on your page to secured links.

For more information on how to access a page's secure URL and how to attend to unsecured content on landing pages, refer to Understanding Landing Page Security: HTTP and HTTPS.

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