How to Create a Landing Page
Why This Matters
Landing pages turn traffic into contacts by providing focused, distraction-free experiences designed around a single goal. Whether you're promoting a webinar, offering a downloadable guide, or collecting event registrations, landing pages capture information and automate follow-up without any manual work.
This guide walks you through creating your first landing page from template selection through publishing, including form customization, automation setup, and analytics tracking.
Before You Begin
Think about your goal—what do you want visitors to do? Register for something? Download a resource? Request a consultation? Clear goals shape every decision in the process.
Have your content ready: headline, description text, any images or logos you want to use, and a list of which information you need to collect from visitors.
Know which automation should trigger when someone submits the form—should they enter a workflow? Receive an autoresponder? Get assigned a specific category?
Decide how you'll drive traffic to your page—email campaigns, social media posts, paid ads, QR codes on printed materials, or website embedding.
Step-by-Step Instructions
1. Access Landing Pages
Go to Automation in your main menu and choose Landing Pages.
You'll see a list of all existing landing pages with thumbnail previews, edit dates, lead counts, and action icons on the right side of each row.
Use the dropdown filter at the top to view all pages or filter by folder if you have pages organized into folders.
This is your landing page management hub where you'll create, edit, and track all pages.
Time: 30 seconds
2. Create New Landing Page
Click Create New Landing Page in the top right corner.
A template gallery opens showing pre-built page designs organized by style and length. Templates are named descriptively (like "Home - Very Short 109" or "Drip Campaigns (Long) 151") indicating their layout and approximate length.
Browse the templates and select one that matches your needs. Short templates work well for simple opt-ins. Medium and long templates suit content-heavy offers or detailed explanations.
Click the template you want to use.
A dialog asks for your page name. Enter a descriptive internal name like "Q1 Webinar Registration" or "Home Buyer Guide Download"—this name is for your reference only and doesn't appear on the public page.
Click Create & Start Editing.
Choosing the right template saves design time since templates include professional layouts, placeholder content, and form structures ready to customize.
Time: 2-3 minutes
3. Understand the Content Designer Interface
The landing page editor opens. Click Edit with Content Designer to access the visual editor.
The Content Designer displays your page layout on the left with three main tabs on the right:
CONTENT Tab - Your building block library containing:
- Text elements: Title, Paragraph, List
- Media elements: Image, Video, GIF
- Interactive elements: Button, Form, Social icons
- Layout elements: Divider, Spacer, Menu
- Advanced elements: HTML, Icons, Sticker
ROWS Tab - Pre-configured column layouts showing different grid patterns (single column, two columns, three columns, mixed layouts). Use these to structure your page sections.
SETTINGS Tab - Global design controls including:
- Content area width
- Content alignment (left, center, right)
- Background color
- Default font selection
- Link color
- Metadata (page title and description)
- Favicon configuration
Understanding this structure helps you navigate the editor efficiently as you build your page.
Time: 1-2 minutes to familiarize
4. Customize Page Content
Click any text element directly on your page to edit it in place.
Update your headline - Click the main headline text and replace it with your offer or value proposition. Keep it clear, benefit-focused, and specific.
Update body text - Click paragraph text to edit your description, explanation, or offer details. Keep copy focused on benefits and the action you want visitors to take.
Replace images - Click any image on your page, then use the Change Image option that appears. Upload your own photo or select from your media library.
Add new elements - Drag any element from the CONTENT tab onto your page. For example, drag a Video element to add embedded videos, or drag a Button element to create additional call-to-action buttons.
Adjust layouts - If you want to change the column structure of a section, select options from the ROWS tab to reorganize content.
Modify design settings - Use the SETTINGS tab to adjust overall page appearance like background colors, fonts, and content width.
The Content Designer shows real-time updates as you edit, so you see exactly how changes look.
Time: 10-20 minutes depending on complexity
5. Customize Form Fields
Click directly on the form displayed in your landing page. The Form Properties panel opens on the right side.
The form shows default fields. To add additional fields, click Add New Field in the Form Properties panel.
A new field appears on your form. Click Edit just below the new field to configure it.
In the Field Editor, you can:
- Give the field a name - Label that appears on the form
- Choose field type - Text, Email, Phone, Number, Date, Multiple Choice, Dropdown, Long Text, URL, Single Choice
- Add placeholder text - Gray text showing examples or instructions
- Make it required - Check the Required option (add * after the label to indicate required fields visually)
- Set as read-only - Prevents editing (useful for pre-filled fields)
Repeat to add all fields you need. You can add:
- Standard contact fields (name, email, phone, address)
- Up to 40 additional custom fields
- All custom fields configured in your account
Reorder fields by clicking and dragging them up or down in the form.
Delete fields by clicking the delete or trash icon next to any field.
Important: Name is always required. Email is strongly recommended since duplicate detection relies on email addresses.
Form customization determines what information you collect, so think about what you genuinely need versus what creates friction. Shorter forms typically convert better.
Time: 5-10 minutes
6. Configure Actions and Automation
At the top of your page editor, you'll see tab navigation. Click the Actions tab.
The Actions configuration screen shows all available options for what happens automatically when someone submits your form.
Contact Organization:
- Set Category - Automatically categorize new contacts (e.g., "Webinar Attendee", "Lead", "Prospect")
- Set Category 2 - Apply secondary categorization if you use it
- Set Source - Track where contacts originated (e.g., "Facebook Ad", "Email Campaign")
- Assign Tags - Apply tags for segmentation (e.g., "Q1 Webinar", "Downloaded Guide")
- Add Note - Automatically add a note to the contact record
Automation Triggers:
- Set a Workflow - Start an automated workflow sequence
- Assign Autoresponder - Enroll contacts in an email drip campaign
- Assign To-Do Plan - Create follow-up tasks automatically
Notifications:
- Send email notification - Alert up to 3 email addresses when forms are submitted (useful for sales team notifications)
Team Assignment:
- Assign to Team Database - Direct contacts to specific team member databases
Duplicate Handling: Choose what happens if someone submits the form multiple times:
- Update existing contact data - New submission overwrites old information
- Keep original contact data - First submission preserved, duplicates ignored
Configure the actions that support your campaign goals. Most landing pages should at minimum set a Category and Source for proper contact organization.
Click Save when finished.
Time: 5-10 minutes
7. Customize Thank You Page
Click the Thank You tab in the top navigation.
The Thank You page editor opens using the same Content Designer interface you used for the main page.
Customize your confirmation message:
- Edit the thank you message - Acknowledge submission and set expectations ("Thanks! Check your email for the download link")
- Add next steps - Tell them what happens next or what to expect
- Include additional content - Add images, videos, or additional information using elements from the CONTENT tab
- Provide links - Link to resources, your website, or social media
Optional redirect: Instead of showing a custom thank you page, you can redirect to an external URL or another landing page. Look for the redirect option in the Thank You tab settings. Use this when you want to send contacts to a download page, external website, or additional form.
Click Apply Changes when finished.
Professional thank you pages reassure contacts that their submission succeeded and set expectations for next steps, reducing confusion and support requests.
Time: 5-10 minutes
8. Configure Page Settings
Click the SETTINGS tab on the right side of the Content Designer (or look for a Settings tab in the main navigation if you've exited the designer).
Page Metadata:
Page Title - Add a title that appears in browser tabs (e.g., "Register for Q1 Webinar - Your Company"). This helps with SEO and browser organization. Enter this in the Title field under Metadata or Page Details.
Page Description - Add a meta description for search engines (optional but recommended for SEO). Enter this in the Description field. Maximum 190 characters.
Favicon Configuration:
Scroll down to Configure Favicon section. Click Add Favicon.
Upload a small icon file (PNG, JPG, or GIF format). For best results, use a file that's at least 260x260 pixels. Larger uploads convert to PNG format automatically. If you upload a GIF, only the first frame will be used.
Click Insert to add your favicon.
The favicon appears in browser tabs next to your page title, adding professional polish and brand recognition.
These settings are optional but add professional polish and help with search engine visibility.
Time: 3-5 minutes (optional)
9. Preview and Test Your Page
Click Save Changes then Done Editing Content to exit the Content Designer.
You'll return to the main landing page editor. Click the Preview tab in the top navigation.
Your landing page displays exactly as visitors will see it. The Preview tab shows a Live/Offline toggle switch at the top—this controls whether your page is publicly accessible.
Scroll through the entire page to review:
- Text displays correctly
- Images load properly
- Form fields appear as expected
- Overall design looks professional
Test your form by filling it out completely and clicking submit. This creates a test contact in your database and lets you:
- Verify the form submits successfully
- See the thank you page or redirect
- Check that automations trigger correctly
- Confirm notifications send properly
After testing, delete the test contact from your database or mark it as a test.
Use the preview link to view your page on different devices (phone, tablet, desktop) by opening the preview URL on various devices to ensure it displays correctly everywhere.
Testing catches issues before you drive real traffic to your page, preventing lost leads from broken forms or missing automations.
Time: 5-10 minutes
10. Publish Your Page (or Set to Offline)
Landing pages are live immediately by default when you create them unless you activate Offline mode.
In the Preview tab, look for the Live/Offline toggle switch at the top of the page.
To keep your page in draft mode while you work on it, toggle the switch to Offline. The button will display as gray or show "Offline" status. This prevents the page from being accessible publicly while you build and test.
When ready to launch, return to the Preview tab and toggle the switch to Live. The button will display as green or show "Live" status. Your page is now publicly accessible.
You can toggle between Offline and Online anytime—use this to temporarily deactivate pages between campaigns or make updates without affecting live traffic.
Time: 30 seconds
11. Get Your Page Links
Click Back to List to return to your main Landing Pages screen.
Find your newly created page in the list and click the Links dropdown button next to it (typically has a downward arrow or chain link icon).
Three options appear:
Full Link - Your page's direct URL to share anywhere (email, social media, ads, websites). Click to copy the link.
QR Code - Click to generate and download a scannable QR code for print materials, business cards, event signage, or in-person promotions.
IFrame Embed Code - Click to view the HTML code needed to embed the form directly on your existing website.
Copy the Full Link to use in your campaigns. Download the QR Code if you need it for print materials. Copy the IFrame code if you plan to embed the form on your website.
The Full Link is your primary distribution method—paste it anywhere you can share a URL.
Time: 2 minutes
12. Organize Your Landing Page (Optional)
If you're managing multiple campaigns, organize your pages into folders for easier management.
From the Landing Pages list, look for folder organization options (typically a folder icon or dropdown near your page name).
Create folders for different campaigns, clients, product lines, or time periods—whatever organizational system makes sense for your business.
Move pages into appropriate folders by dragging them or using folder assignment menus.
Use the folder filter dropdown at the top of the Landing Pages list to view pages by folder.
Folder organization becomes especially valuable when you have dozens of landing pages active across multiple campaigns.
Time: 2-3 minutes per folder setup
13. Track Performance
To view analytics after your page has received traffic, return to your list of Landing Pages.
Click the Analytics icon (chart symbol) next to your page, or open the page and click the Analytics tab in the navigation.
Analytics show:
- Page Views - Total visits to your landing page
- Form Completions - Number of submissions
- Conversion Rate - Percentage of visitors who completed the form
Click Submission Log to see raw data for each individual submission including names, emails, submission dates, and all form field responses.
To export contacts for further analysis, click Send to Group Actions at the bottom of the analytics page. This sends all contacts who submitted the form to Group Actions where you can export them, apply bulk updates, or take other actions.
Regular analytics review helps you optimize performance—if conversion rates are low, test different headlines, shorter forms, or clearer calls-to-action.
Time: 3-5 minutes
Questions and Answers
Q: Can I edit my landing page after it's already live?
A: Yes. All changes take effect immediately. If you need to make major updates without affecting live traffic, switch the page to Offline mode first using the toggle in the Preview tab, make your edits, test them, then switch back to Live.
Q: How do I know which landing page a contact came from?
A: Set a unique Source in the Actions tab for each landing page. When contacts submit the form, that Source appears on their contact record, showing exactly which page they came from.
Q: What if someone fills out my form multiple times?
A: Duplicates are identified by email address and merged onto the existing contact. Configure duplicate handling in the Actions tab to choose whether new submissions overwrite existing data or preserve original information.
Q: Can I use the same landing page for multiple campaigns?
A: Technically yes, but you lose tracking clarity. Best practice is creating a separate landing page (or at least copying an existing one) for each campaign so analytics show which specific source drives conversions.
Q: How do I copy an existing landing page?
A: From the list of Landing Pages, click the Copy icon (typically looks like two overlapping squares) next to any page. This creates a duplicate you can rename and modify, saving time when creating variations.
Q: What's the difference between the CONTENT, ROWS, and SETTINGS tabs?
A: CONTENT provides all the building blocks (text, images, forms, videos, etc.). ROWS provides pre-configured column layouts to structure your page. SETTINGS controls overall page design like fonts, colors, and metadata. Use all three together to build complete pages.
Q: What's the best length for a landing page?
A: It depends on your offer complexity. Simple opt-ins (newsletter signups, guide downloads) work well with short pages. Complex offers (consultations, high-value resources) benefit from longer pages that explain value and overcome objections.
Q: Can I password-protect my landing page?
A: No built-in password protection exists. Landing pages are designed for public accessibility—anyone with the link can view and submit the form.
Q: How do I add videos to my landing page?
A: From the CONTENT tab in the Content Designer, drag the Video element onto your page. You can embed videos from YouTube, Vimeo, or other platforms by pasting the embed code or URL.
Q: Can I make certain form fields appear only if someone selects a specific option?
A: Conditional form logic (showing/hiding fields based on selections) isn't available. All fields you add appear on the form for all visitors.
Q: What's the difference between the Advanced tab and Popup Form tab?
A: The Advanced tab provides options for custom tracking codes and technical configurations. The Popup Form tab lets you configure your landing page to display as a popup overlay instead of a standalone page—useful for embedding across your website.
Q: How do I drive traffic to my landing page?
A: Share the Full Link in email campaigns, social media posts, paid ads (Google, Facebook, LinkedIn), QR codes on printed materials, website buttons, or anywhere else you can paste a URL.
Q: Can I see which traffic sources convert best?
A: Create separate landing pages for different traffic sources and compare their conversion rates in analytics. For example, create one page for Facebook ads and another for email campaigns, each with unique Source assignments.
Guide Type: How-To Guide
Estimated Time: 60 minutes