How to Create a Lead Hub Landing Page
This guide will take you on an exciting journey to craft a stunning landing page for your materials! 🎨✨ Whether you're showcasing eye-catching images, engaging videos, or informative PDFs, you can choose a landing page theme that shines! 🌟 Don't settle for the default—get creative and make it uniquely yours! Let's dive in! 🏊♀️💻
*Note: Click on a tile to watch a "How-To" video on creating a Simple, Highlight, or Calendly Landing Page.
Step 1
Click “Lead Hub” on the system’s left side, then “Landing Page.”
Step 2
Click the blue “New Page” button on the upper right of the page.
Step 3
Place your cursor into the “Page Name” field, and add a name.
*Note: This name is not public-facing and cannot exceed 50 characters.
Step 4
Next, fill in the “Description box” to explain the purpose of the landing page.
*Note: This description is not public-facing and cannot exceed 200 characters.
Step 5
Select a Landing Page Theme layout from these three choices:
Simple Layout
Presents materials simply and directly.
Highlights Layout
Showcase information and Carousel highlights.
You select a single piece of PDF, Image, or Video Material to anchor the page.
The PDF/Image Highlight Video below instructions work for either media.
You can then upload images or GIPHYs from your desktop and choose specific media to add to the Carousel display.
Calendly Layout
If you use Calendly, be sure you have synced it within Settings & Integrations. Once synced, you can choose a Calendly event link to connect to the Calendly Landing Page.
Step 6
Click “Select From Materials” to choose which images, videos, or PDFs from your “My Materials List” to include on your Landing Page.
*Note: If you have selected the “Highlights Layout,” please click to select the box with a “+ icon” to choose the image materials you want to feature in the carousel that is built into the page.
Step 7
Create a compelling, public-facing “Headline” that draws in your lead's attention.
Use positive benefit phrasing over negative.
“Do this” instead of “Don’t do this.”
Add a sense of urgency to compel response.
Ask a question.
Example: “Are you prepared for Retirement? Learn how to make bank with referrals.”
Step 8
Click into the “Description” field and add any additional descriptive content for recipients to read.
Step 9
Click "Select Color" to choose a background color for your landing page. You can select a color by clicking on it or entering the HEX code for a specific color.
*Note: A HEX Code is a set of digits tied to a specific color. For example, “0000FF” is a specific blue shade of color. Click the tile to be directed to a 3rd party to learn more about HEX Codes.
Step 10
Next, you will select a “Lead Capture Form” triggered when the lead clicks the link to learn more and access the Landing Page. You may select one from these three choices:
None
No form will be used on the landing page.
Embedded Form
A lead capture form will be displayed at the bottom of your landing page.
This form can be used with image, PDF, and video media (Material) formats.
Pop-up Form
Created specifically for Video Material ONLY, the pop-up form enables you to set a time delay for the Lead Form to open, prompting the viewer to sign up for more information.
This form can only be used in video media (Material) format.
*Note: Click the "Lead Capture Form Overview” tile to learn more.
Step 11
Now it’s time to decide if you will keep the Landing Page as a Draft or Publish it for public access.
To keep the Landing Page as a draft:
Proceed to Step 13 to save the Landing Page.
To publish the Landing Page:
Click the “toggle” to the right (it will turn blue) to “Publish” in the upper right corner of the page.
Step 12
Click the blue “Save” button at the top right of the page.
*Note: Once the Landing Page is saved, you will be redirected to the main Landing Page section, and your landing page will appear under “Published” or “Unpublished”.