Create and customize landing pages

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Use landing pages to collect information from visitors to a website. For example, collect information about leads and prospects, register a visitor for an event, or get a visitor to join a distribution/mailing list.

When a visitor submits a landing page form, Microsoft Dynamics Marketing uses the submitted information to generate leads, lead interactions, marketing contacts, and marketing companies, depending on the situation and on your landing page settings.

On this page

On-page link button Prerequisites

On-page link button Landing page workflow: The visitor experience

On-page link button Create and manage landing pages

On-page link button Basic setup and metadata

On-page link button Lead management

On-page link button Content

Spacing imageOn-page link button Double opt-in

Spacing imageOn-page link button Layout

Spacing imageOn-page link button Form Details

Spacing imageOn-page link button Confirmation

On-page link button Set up special landing page fields

Spacing imageOn-page link button Add a single subscription list

Spacing imageOn-page link button Add social media links

Spacing imageOn-page link button Add custom landing page fields

Spacing imageOn-page link button Add a subscription center

Spacing imageOn-page link button Customize landing page category values

On-page link button Create landing pages that include prefilled values for returning contacts

On-page link button Specify display text and content for multiple languages

On-page link button Embed the landing page form onto a page on the target website

On-page link button Create custom links that pass default values to visible landing page fields

On-page link button Privacy notice

The following privileges are required to work with the features described here:

  • Read/Write Landing Page privileges are required to create landing pages.

  • Lead Management privileges are required to use the form builder and lead management functions.

For details about assigning roles and privileges, see Work with user accounts and staff contacts.

  1. A visitor follows a link from an email or website that leads to a landing page, which includes an input form.

  2. The visitor enters the information requested and submits the form.

  3. On receipt of the form, the following occurs:

    • Dynamics Marketing looks for a matching contact in its database. If no match is found, Dynamics Marketing creates a new marketing contact and possibly a new marketing company (if company information was submitted). All newly-created marketing contacts will belong to the same company as the landing page. Matches are identified according to your site’s duplicate detection setting, which you can find on the Site Settings page. More information:  Configure site settings.

    • If a matching contact is found, that contact will be updated with any new or updated information submitted with the landing page. Only fields not considered by your duplicate detection settings will be updated.

    • If no lead exists for the new or matched contact and marketing context, and the landing page is configured to generate leads, a new lead is created.

    • A lead interaction record for the new or existing lead is generated for the new or existing contact from the information submitted on the form (if the landing page is configured to generate leads). This may increase the lead score, depending on your scoring rules. More information:  Lead interaction records, Set up automatic lead scoring

    • If the visitor has been to this website before, but was previously anonymous, all previous website visit records, if any, are accounted to the newly-identified or created contact record. More information:  Create a website behavioral-analysis script

  4. If the landing page submission results in creating a new contact record and if double opt-in is enabled for the company the new contact belongs to, Dynamics Marketing marks the contact as “do not email” and sends a confirmation email to the contact. If the contact opens the confirmation email and clicks the link it contains, the “do not email” flag is removed. More information: Set up the double opt-in system

  5. Dynamics Marketing sends an optional email confirmation, telling the visitor the information was received.

  6. Dynamics Marketing optionally redirects the visitor to a confirmation page if you have specified a redirection URL.

System_CAPS_importantImportant

All visitors who register through your landing page and do not already exist in your database are created as marketing contacts that belong to the same company as the landing page. When matching incoming details against existing contact records, the system only checks marketing contacts that belong to this company. Existing client, vendor, and staff contacts (and marketing contacts that belong to other companies) are not identified as duplicates, and are re-created as new marketing contacts that belong to this company. This can mean that campaign automation triggers will not function for existing client, vendor, and staff contacts, as these will be interpreted as new contacts rather than contacts included in the campaign.

To view, edit, and create landing pages, go to Marketing Execution > Lead Management > Landing Pages. This brings you to the Landing Pages list view, which provides standard controls for finding, filtering, and sorting the list, and also for creating, deleting, and copying items (see also Learn how to work and get around in Microsoft Dynamics Marketing). See the following sections for descriptions of the settings that are available when you create or edit a landing page.

At the top of the Landing Page maintenance page is a collection of fields that establish the basic setup information and metadata for your landing page. Set these as shown in this table.

Setting

Description

Active

Select this check box to activate the current record; clear it to deactivate the record. Active records are always shown on the list page and are also available for use in other parts of Dynamics Marketing. Inactive records are usually hidden in the list view and aren’t available elsewhere. When you delete a record on the list page, it’s not actually deleted, just set to inactive. On the list page, you can toggle to show or hide inactive records in the list.

Name

Enter a short but descriptive name. This value will identify the current record in list views, type-ahead fields, drop-down lists, and other areas of Dynamics Marketing. Choose a value that you and all other users are likely to recognize in the future.

URL

Enter the URL where the landing page will be available for contacts to use. Usually this page will include an inline frame that imports the landing page form generated by Microsoft Dynamics Marketing onto that page.

Website

Dynamics Marketing generates behavioral analysis scripts to register contact interactions on websites and landing pages. Each script is associated with a website (or part of a website) and is sometimes referred to as a “website”, as seen in this setting. To enable behavioral analysis for your landing page, select an existing Dynamics Marketing website script in this Type-ahead field. For details about this feature, see also Create a website behavioral-analysis script.

System_CAPS_importantImportant

You should almost always specify a website behavior-analysis script for your landing pages because:

  • It enables the system to link previously anonymous website visitor IDs to the contact details submitted through the form.

  • It enables triggers in an automated campaign to react when a contact opens or submits a landing page.

  • It enables landing page interactions to be linked back to the specific email message that generated them, which means these interactions are included in the performance statistics for that message.

None of these features will work without this setting.

Start Date and End Date

Use these to set the date range during which you expect to use the landing page.

System_CAPS_noteNote

These dates are for informational purposes only; they don’t affect the availability or behavioral analysis of the landing page.

Created by

Shows the name of the contact that created the current record. This is automatically set to match the current user when the record is created, but you can also change it. The specified contact must already exist in the database; type-ahead assistance is provided (or enter “%%” as a wildcard to scroll through all contacts). This setting can affect which users are able to see and edit the current record, depending on the users’ security settings and team memberships. More information: Work with user accounts and staff contacts and Define and manage teams.

Category

Assign a category for the landing page. This value can be useful for sorting and filtering your records and for supporting internal processes or policies. Your admin can customize the values available here; see Create custom drop-down values and folders for details about how to customize drop-down values. (Category type = Landing Pages Category)

Description

Enter a description that can help you and other users remember what this record is for and how it should be used.

Company

Enter the name of the company that the current record belongs to. The company must already exist in the database; type-ahead assistance is provided (or enter “%%” as a wildcard to scroll through all companies). The current record is only available for use with other relevant entities that are also associated with this same company. For example, a marketing message associated with the company Woodgrove Bank can only be sent to contacts belonging to Woodgrove Bank and included in campaigns associated with Woodgrove Bank.

System_CAPS_importantImportant

All visitors who register through your landing page and do not already exist in your database will be created as marketing contacts that belong to this company. When the system matches incoming details against existing contact records, it only checks marketing contacts that belong to this company. Existing client, vendor, and staff contacts (and marketing contacts that belong to other companies) will not be identified as duplicates and will be re-created as new marketing contacts that belong to this company. This can mean that campaign automation triggers will not function for existing client, vendor, and staff contacts, as these will be interpreted as new contacts rather than contacts included in the campaign.

Division

If relevant, enter a division of your selected company to associate with the current record (you must select a Company first). The division must already exist in the database. Type-ahead assistance is provided (or enter “%%” as a wildcard to scroll through all divisions). In some (but not all) cases, the current record is only available for use with other relevant entities that are also associated with this same division. See also: Set up divisions and departments to reflect your organization.

Program, Campaign, Event, Source Code, Phone Number and Offer

Use these fields to establish associations between your landing page and any programs, campaigns, events, source codes, phone numbers, and offers that are related to it. This will establish convenient links between the specified records and can be used to affect lead scores and analyze marketing results.

Each of these is a Type-ahead field and must refer to an existing record.

Event Registration

After you have selected an event in the Event field, this drop-down list includes all of the registration setups created for that event (registration setups are various types of tickets that contacts can order for an event or event session). You can use this settings just for information purposes, but it is intended to let you integrate your landing page with a third-party payment system, which will be launched immediately after a contact submits the landing page. This lets contacts both register and pay for an event (or event session) in a single, unbroken workflow. You can also use this feature to integrate with other types of third-party systems.

System_CAPS_noteNote

To fully implement and integrate online payments with event registration in Dynamics Marketing, you must configure the registration setup specified here with the URL for your payment system, and then program your payment system to interact with Dynamics Marketing by using its SDK. To finish registering the contact, you must also use either campaign automation or additional SDK programming. More information: Set up registration items for events, Integrate online payment with event registration

Instructions

Enter instructions for using the landing page.

Use the fields in the Lead Management section to control if and how Dynamics Marketing should create leads based on contact interactions with your landing page. The following table explains how to use these settings.

Field

Description

Create Lead or Interaction

Select this check box to let the landing page generate leads and interactions in addition to contacts and companies. Each landing page submission generates a lead interaction. A new lead may also be generated, if required, according to the lead creation strategy and scope settings established for the company this landing page is for (see also the description for the next two fields).

When a lead is available for the current contact and marketing context, all subsequent interactions are recorded as lead interactions for that lead (additional leads are not created).

System_CAPS_importantImportant

When you use a landing page in an automated campaign, trigger tiles can only react to landing page interactions when this check box is selected. More information: Automate campaigns with the campaign canvas.

Creation Strategy

This read-only value is inherited from the company (shown in the Company field) this landing page was created for. Edit the company settings if you want to change this value. The following values are possible:

  • Per Campaign. New leads are created for each campaign.

  • Per Program. New leads are created for each program and aggregate scores for all campaigns that are part of that program.

  • Per Client/Site. New leads are created for each client/site company and aggregate scores for all programs and campaigns run by that company.

Creation Scope

This read-only value is inherited from the company (shown in the Company field) that this landing page was created for. Edit the company settings if you want to change this value. The following values are possible:

  • Per Prospect Contact. Each lead represents an individual person.

  • Per Prospect Company. Each lead represents a marketing company, and the lead score may reflect aggregate actions by several individuals who work for that company.

Days Until Due, Priority, and Type

Use these fields to establish the initial due date, priority, and type assigned to newly-created leads.

Your admin can customize the values available for Priority and Type; see Create custom drop-down values and folders for details about how to customize drop-down list values. (Category type = Lead Priority and Lead Type, respectively)

Use the settings in the Content area to establish the content, features, and appearance of your landing page. At the top of the Content area, you can see a table that shows URLs for each landing page generated by Dynamics Marketing (there is one URL for each language you have set up). All settings in the Content section and its subsections are specific to each language, including field selections, custom fields, display text, layout options, and email messages. To add a language, click the New button New button at the top of this area. Use the Language drop-down list to choose which language to work with in the Content area.

System_CAPS_tipTip

When you create a language version of your landing page, and this language is also installed in Settings > Administration > Languages, default label translations will be provided automatically. If no matching language has been installed, initial values will be copied from the values currently shown on your screen, so it may look like nothing has happened; in this case, translate each value manually. Because all of the field settings shown for the current language are copied to your new language, it's best to completely finish your design in the first language before you add new ones.

Each URL listed in this table leads to a complete and valid webpage. To use your landing page, you can either send contacts directly to one of the URLs shown here, or use an iFrame to embed these pages in other pages from your main site.

System_CAPS_importantImportant

All settings in the Content section and its subsections are specific to each language, including field selections, custom fields, display text, layout options, CSS styles, and email messages.

The Double opt-in section only appears for landing pages that belong to companies that are enabled for double opt-in. (For single opt-in companies, similar (but simplified) functionality is provided in the Confirmation section, which appears instead of the Double opt-in section.)

Use the settings in the Double opt-in section to select the email messages required to implement the double opt-in process (for complete details about this process, see Set up the double opt-in system). The following table describes the settings available here.

Setting

Description

Confirmation email

The confirmation email is sent to all visitors who submit the landing page and who have the “do not email” flag set on their contact record (this flag is automatically set for all new contacts that register on a landing page while double-opt-in is enabled; it might be set for existing contacts). The confirmation email includes a link that the recipient must click to verify his or her consent to receive marketing emails (it also confirms that the supplied email address is actually read by someone).

Use the Confirmation email Type-ahead field to select an existing marketing email message for this purpose. The message you choose must meet the following requirements:

  • The message must belong to the same Company as the landing page.

  • The Designation must be set to “Double opt-in”.

  • The message design must include a double opt-in link plug-in (in addition to the other plug-ins and elements required for all marketing email messages).

  • The message must be valid and activated.

System_CAPS_tipTip

The confirmation email is only sent to contacts that have their “do not email” flag set. Existing contacts who submit the landing page and do not have this flag set will not receive the confirmation email, but will still receive the welcome email. This means you can freely use the same landing page to register both new and existing contacts.

Welcome email

The welcome email is sent to all visitors who click the link in the confirmation email (and to existing contacts who submit the form). Use this Type-ahead field to select an existing marketing email message for this purpose. The message you choose must meet the following requirements:

  • The message must belong to the same Company as the landing page.

  • The Designation must be set to “Commercial”.

  • The Send recurring check box must be selected.

  • The message must be valid and activated.

All confirmation and welcome email messages count toward your email marketing quota.

Use the settings here to apply CSS styles to your landing page and add HTML before or after the form generated by Dynamics Marketing. The following settings are available:

  • Header. This is the full content of the <header> section of the landing page. Typically you will use this to apply CSS styles to the page. A pair of <style> tags with relevant classes is already set up for you; add style properties here to style the page. Click the View more information about these styles link below this field to get more information about the styles provided here (formatted CSS with comments). You can also add other types of header content here, but don’t add JavaScript, which isn’t supported.

  • Body and Footer. Enter styled text as needed to add content before and after (respectively) the form generated by Dynamics Marketing. Formatting and linking controls are provided while you work with these fields (don’t write HTML code here).

System_CAPS_importantImportant

For security purposes, custom JavaScript is not supported for landing pages and will be removed if you include it in the above fields. Also, active CSS attributes, including media queries and web fonts, plus many new CSS3 attributes, are not supported and will be removed.

Use the Form Details tab to design the content of the landing page form.

Use the following table to specify which contact fields are shown, which are required, how they are grouped, and their default values. All of the available contact fields (including user-defined fields) are listed. Although many fields are available and it is tempting to request lots of information, we recommend using the absolute minimum—nobody enjoys filling out forms and every field you add (whether required or not) is likely to significantly reduce the response rate and drive up your cost per lead.

Use the fields at the top of this area to set a few general options for the form.

Setting

Description

Title

Enter text to be used in the HTML <title> tag of the landing page. Page visitors will see this title in their web browser when they view or bookmark the page (typically as a tab or window title).

Submit Button Text

Enter the text that will appear on the submit button for the form, for example “submit” or “register”. Keep the text short, as longer text strings will be cut off due to space constraints.

Prefilling Mode

Use this drop-down list to choose if and how this page will offer prefilling features to visitors. Prefilling loads field values that a visitor has submitted before, or fetches known values from the marketing database for visitors who have opted in for this feature.

For complete details about the options available here, including their important privacy implications, see Create landing pages that include prefilled values for returning contacts, later in this topic.

Privacy Statement Label

Many countries/regions require a privacy statement, which, for example, states cookie and data sharing policies. Often this is long, legal text you will host on its own page somewhere on your site, which makes the policy easy to update. Your landing page can (and should) provide a link to this page. Enter the link text (shown to the contact).

CAPTCHA Field

A CAPTCHA field helps ensure your form is being submitted by a human rather than a robot. It displays a graphic of warped numbers and letters that the contact must enter. You can choose to show this Always, Never, or Automatic. Set to Automatic to show the CAPTCHA for unrecognized contacts, but hide it for known (previously registered) contacts.

Redirect URL

Enter the URL the user should be sent to after they submit the form. If you leave this blank, Dynamics Marketing will display a thank-you notice.

Privacy Statement URL

Enter the URL where you are hosting your privacy statement.

After the general options is a table of fields you can include on your landing page. Here you can enable, organize, and configure the fields. There are several types of fields that you might want to include in your form, as described in the following table.

            

Field type

Source

Where submitted values are stored

 

Standard contact fields

These are a subset of the standard out-of-the-box data fields for contact records. They are always available to all landing pages.

Stored in the contact record for the contact submitting the form.

More information: Manage contacts

Single subscription list

This is a special field labeled Subscribe. It lets you add a check box that lets contacts add themselves to a marketing list (like a newsletter). You must specify an existing marketing list (configured as a subscription list) here.

For details about how to set up this type of field, see Set up special landing page fields, later in this topic.

More information: List management and segmentation

The contact submitting the form will be added to the specified marketing list.

Social media links

Each of these fields enables contacts to connect with you on a specific social media platform (such as Facebook or Twitter). You must specify your social media ID (to which contacts will connect) here. Each of these fields is named after the social media platform it connects to

For details about how to set up this type of field, see Set up special landing page fields, later in this topic.

Each of these provides a button that will forward the contact to the relevant social media site together with the ID you specify for the form.

No details about these interactions are stored in Dynamics Marketing

Lead UDFs

These are user-defined fields (UDFs) that you have added to lead records. All lead UDFs that you've enabled on your site are available to all landing pages.

More information: Configure user defined fields

Stored in the lead record for the marketing context and contact submitting the form.

More information: Create and manage leads

Lead interaction UDFs

These are user-defined fields (UDFs) you have added to lead interaction records. All lead-interaction UDFs that you’ve enabled on your site are available to all landing pages.

More information: Configure user defined fields

Stored in the lead interaction record created by the form submission. Each lead interaction record is related to a lead, which is related to the contact submitting the form.

More information: Lead interaction records

Custom contact fields

These are custom fields that you've added to contacts that belong to a given site or client company. All custom contact fields that belong to the same company as the landing page are available.

More information: Create custom contact fields for market segmentation

Stored in a table related to contact record for the contact submitting the form (visible on the Details related-information tab of the contact record).

More information: Manage contacts

Custom landing page fields

These are fields you can add directly to the landing page. You must define them individually for each landing page.

For details about how to set up this type of field, see Set up special landing page fields, later in this topic.

When a contact submits the landing page, these fields and their values are stored in the Description field of the lead interaction record created for the submission. Custom landing page fields aren’t saved in the contact record and do not affect the lead score.

More information: Lead interaction records

Subscription center

This is a special type of custom landing page field that places a simplified subscription center based on one of your existing subscription center plug-ins. It shows all of the subscription lists included in your selected plug-in, but it doesn't indicate a contact's current subscriptions. Contacts will be added to each subscription list they select, but they can't unsubscribe from here (to unsubscribe, contacts must go to a full-featured subscription center by clicking a link sent to them in email).

For details about how to set up this type of field, see Set up special landing page fields, later in this topic.

More information: Create a subscription center, List management and segmentation

The contact will be added to any marketing list selected here, but will not be removed from lists that are not selected.

Depending on how many UDFs and custom contact fields you have set up, you might have the opportunity to include a fairly large number of fields in your form. However, we recommend you minimize the number of fields you include because people don’t like to fill out forms and may abandon your form if too much is demanded of them.

The following table summarizes the settings available for your form fields.

Field

Description

Fields

Each of the fields that can be included on your landing page is listed as a row in the table in the Form Details section.

Displayed

Select the Displayed check box for each listed field you would like to include in your form.

Required

Select the Required check box for each displayed field that should be mandatory. Visitors can only submit the landing page after entering a valid value for each mandatory field.

Prefill

This column only appears when the Prefilling Mode is set to Prefill known values. If you are using this option, then select this check box for each field where your form should be capable of filling in values from your marketing database. The feature only provides values to known, opted-in contacts. Be sure to clear this check box for any fields that contain sensitive personal or financial details, such as credit card or social security numbers.

For complete details about this and other prefilling options, including their important privacy implications, see Create landing pages that include prefilled values for returning contacts, later in this topic.

Group

Type in a group to create a section or separator between fields. Fields are displayed in the order shown on the page within each group. Groups are displayed in alphabetical order. Fields that aren't in a group are displayed at the top.

Name

Enter the unique name of the field you want to add to the landing page.

Default Value

Set the default value for the field.

Field Type

Displays the field data type (text, numeric, category, and so on).

System_CAPS_noteNote

Fields of type "category" are displayed as drop-down lists on the landing page. By default, each drop-down list will include all of the values available for a given field. However, you can customize these by hiding any number of the available values for any field, as described later in this topic.

System_CAPS_noteNote

Fields of type "type" are also displayed as drop-down lists on the landing page, but unlike category fields, the options for type fields are defined on the landing page—usually as custom landing page fields. For these fields, you can add or remove any values you like. For details, see Add custom landing page fields, later in this topic.

Description

Enter the description of the field. The description is displayed as tooltip text on the landing page.

The Confirmation section only appears for landing pages that belong to companies who are not enabled for double opt-in. (For double opt-in companies, similar, and expanded functionality is provided in the Double opt-in section, which appears instead of the Confirmation section.)

The Confirmation section has one setting: Welcome email. The welcome email is sent to all visitors who submit the landing page with a valid email address. Use the Welcome email Type-ahead field to select an existing marketing email message for this purpose. The message you choose must meet the following requirements:

  • The message must belong to the same Company as the landing page.

  • The Designation must be set to “Commercial”.

  • The Send recurring check box must be selected.

  • The message must be valid and active.

Welcome email messages count toward your email marketing quota.

As mentioned previously in this topic (in the Content section), you can include a wide variety of input fields and other features on your landing page. Most of these map directly to contact, lead, or lead-interaction fields, but some provide special features that are unique to landing pages. This section provides more information about these special landing page features.

If you have a popular mailing list, then you might like to offer contacts who submit a landing page a chance to join that list at the same time. When you enable this feature, then your landing page includes a check box that contacts can select to join your list. To enable this feature for your landing page:

  1. Go to the maintenance page for your landing page.

  2. Expand the Content > Form details section.

  3. Find the row that shows Subscribe in the Name column. (This is the default name for new landing pages; it can be edited so the name might be different for existing landing pages.)

  4. Select the Displayed check box for the Subscribe row to enable it.

  5. The Default Value field for the row shows a red asterisk, which indicates you must specify a value here if you enable the Subscribe row. Enter the name of the marketing list you want to enable contacts to join. This must be a static list that belongs to the same company as the landing page, and is configured as a subscription list (see also List management and segmentation). This is a Type-ahead field.

  6. Edit the Name and/or Description fields to promote your list and give your contacts an idea what the check box is for (for example, “sign up for our special offers newsletter”).

Social media links provide easy ways for contacts to connect with you on Twitter, Facebook, or LinkedIn. Each link opens your profile on the associated social media website, where contacts can easily friend, like, or follow you. Each link is presented as a graphical button showing the associated social media logo. To add one or more social links to your landing page:

  1. Go to the maintenance page for your landing page.

  2. Expand the Content > Form details section.

  3. To enable the Name column, find the row named for the social media platform (Facebook, Twitter, or LinkedIn) you want.

  4. Select the Displayed check box for each row you want to enable.

  5. The Default Value field for each of these rows shows a red asterisk, which indicates you must specify a value here if you enable the row. In each case, you must enter the ID for your profile on each social media site as follows:

    • Facebook. Enter your profile ID number, which is a long integer (for example “20528438720” for Microsoft). Do not use your display name, which looks something like FirstName.LastName.

    • Twitter. Enter your Twitter handle (for example “Microsoft” for Microsoft).

    • LinkedIn. Enter your LinkedIN profile ID, which is a short integer (for example “1035” for Microsoft).

    If you’re not sure how to find your ID or handle, please see the social media site’s online help or search Bing.

  6. The Name and/or Description fields are not important for social media links because these are shown graphically. These fields do not affect the landing page, so you should leave them at their default values to ensure they are easy to recognize when you edit your landing page setup in Dynamics Marketing.

You can add any number of custom, landing-page-only fields directly to your landing page. Use the New New button and Delete  Delete button toolbar buttons at the top of the field table in the Form Details section to add and remove them. When you add a new field, it is placed at the bottom of the table with blank values for each of its settings. Fill these in as you would for all other types of fields. The Delete button only works for custom landing page fields (if any); you can’t delete any other types of fields.

To create a custom landing-page field that displays as a drop-down list, set its Type to "Type". On the Landing Page maintenance page, fields of this type have an Edit Options button Edit Options button. Click this button to open a pop-up window that lets you add or remove options from the drop-down list.

To read the values submitted for custom landing page fields, you must inspect your leads one at a time. Here you can find a lead interaction record for each time a contact related to that lead submitted a landing page associated with the same marketing context as the lead. When a contact submits the landing page, all submitted fields (including custom landing page fields) and their values are stored in the Description field of the lead interaction record created for the submission. Custom landing-page fields aren’t saved in the contact or lead records and don't affect the lead score.

More information: Create and manage leads, Lead interaction records.

A subscription center lets contacts add or remove themselves from your various marketing lists. You can create many different subscription centers, each of which can be configured to display a different selection of subscription lists. Use subscription center plug-ins to create and configure each subscription center that you need. More information:  Create a subscription center

Unlike the single subscription list mentioned earlier in this section, a landing page subscription center can display any number of marketing lists, each with its own check box that customers can select. When on a landing page, customers can use the subscription center to add new subscriptions, but not to unsubscribe (so cleared check boxes have no effect).

The landing page subscription center is a special case of a custom landing-page field, as described in the previous section. To add a subscription center to your landing page:

  1. Go to the maintenance page for your landing page.

  2. Expand the Content > Form details section.

  3. Click the New toolbar button New button at the top of the table in the Form Details section. A new, empty row is added to the bottom of the table.

  4. Scroll down to the new row, and then set the drop-down list in the Field Type column to “SubscriptionCenter”.

  5. Choose a subscription center plug-in from the drop-down list in the Default Value column. This list includes all plug-ins currently configured for the company that owns the this landing page. For more information about how to create and configure the plug-ins shown here, see Create a subscription center.

  6. Edit the Name and/or Description fields to provide a label and/or tooltip for the subscription center. Each check box added to the subscription center is labeled with the associated marketing-list name.

For landing page fields that display as drop-down lists (Field Type = “Category”), you can choose which of the available values you want to include for each drop-down list on the page. This lets you fine tune your landing page by removing drop-down values that are not appropriate for a given context. All values are included by default.

To use this feature:

  1. On your Landing Page maintenance page, expand the Content > Form Details section to see the complete list of fields available for your landing page.

  2. Note that all fields where Field Type = “Category” show a Customize drop-down list values button Customize drop-down list values button. Click this button to open a pop-up window that shows a check box for each value available for your chosen category field.

  3. All values are selected by default. Clear the check box for any value that you don’t want to include on this landing page. Only this landing page will be affected.

  4. Click Submit to save your selection and close the pop-up window.

For more information about working with category fields, including how to define the set of category values available for a given field, see Create custom drop-down values and folders.

Returning customers will often appreciate having their contact details prefilled in the form each time they come back to register for a new event, campaign, or offer. This will save them time and also helps ensure that the submission will get matched to the correct existing contact record, which is important when using automated campaigns with landing-page triggers.

System_CAPS_warningWarning

Prefilled landing pages may share and display some customer data externally, including lead and contact information.

To choose a prefill option for your landing page, use the Prefilling Mode drop-down list in the Content > Form Details section. The available options are summarized in the following table.

Prefilling Mode

Description

No prefilling

All new and returning visitors see a blank form every time.

Prefill known values

Prefills the form with values taken from your contact database (if available) that you have explicitly enabled by selecting their Prefill check box in the Content > Form Details section of your landing page setup. This means that you can protect sensitive fields from being prefilled or require the visitor to re-enter some values for each submission. You can also enable different fields for prefilling in different languages or on different landing pages.

When you enable this option, your landing page includes an opt-in checkbox labeled Prefill my information. If the contact selects this check box and submits the form, then the Prefill Landing Pages flag gets set for that contact and the feature is enabled for them. Thereafter, the feature will function for all landing pages. You can see and edit the status of this option for any contact by opening his or her contact record and then going to the Details related-information tab (More information: Manage contacts). When a contact submits a landing page with the Prefill my information box cleared, then this option is also cleared for their contact record.

This feature only works for outbound marketing activities, and requires the contact to open the landing page by clicking on a link in a marketing email sent to them. It works because all links included in a marketing email include a unique ID that identifies the contact it was sent to. When the page request arrives at the server, Dynamics Marketing reads the ID embedded in the link, looks up the associated contact record, and prefills the form with the values from that record. This feature won't work for inbound marketing activities, such as when a contact opens your landing page by typing its URL or following a link from a public website. For inbound marketing, use the cookie-based prefill option, Remember last submission, which is described next in this table.

System_CAPS_warningWarning

If a contact forwards a marketing email using the forward button in their email client, then the forwarded message will include links with the original recipient's ID, which means that all clicks and opens made by the new recipient will be attributed to the original recipient. It also means that if the new recipient clicks to visit the landing page, that person will see the original recipient's information prefilled in the form. Therefore, you must not enable fields that can contain sensitive personal or financial information (such as credit card or social security numbers) for prefilling. To help avoid these issues, consider including a message in all of your marketing emails that asks the recipient not to forward the message using their email client, but instead to use the forward-to-a-friend link, which you can add to your message using a plug-in (More information: Create a Forward-to-a-Friend plug-in).

Remember last submission

Prefills the form with values taken from the last submission by the same visitor. The visitor is identified by a unique ID stored as a cookie in his or her browser, and Dynamics Marketing uses this ID to find and prefill the values entered the last time the visitor submitted a landing page.

When you enable this option, your landing page will include a check box labeled Remember my information. If the contact selects this check box, then the cookie will be set in that contact's browser when he or she submits the form. This preference is not saved with the contact record because the feature operates entirely locally on the visitor's machine.

This option caries fewer privacy risks than the Prefill known values option because it only prefills values that have been submitted before in the context of an existing visitor cookie. This option also works for inbound marketing campaigns because it doesn't rely on the visitor clicking on an emailed link that contains his or her contact ID; instead it uses an ID stored in a browser cookie, so the system will recognize the contact regardless of how they got to the form, so long as he or she is using the same browser.

You can translate the display text for your landing page and even include different content for each language if needed. All settings in the Content section and its subsections are specific to each language.

  1. At the top of Content, click New to add a new language.

  2. In the Language drop-down list, select the language you want to use to translate UI text.

  3. Enter the UI text in the language that you selected in the Layout, Form Details, and Confirmation sections.

  4. Click Save.

  5. To preview the translated UI text, click the link provided for your language in the table at the top of the Content fold-down area.

System_CAPS_importantImportant

All settings in the Content section and its subsections are specific to each language, including field selections, custom fields, display text, layout options, CSS styles, and email messages.

If you want to include a Dynamics Marketing landing page on your own website, create the landing page as described previously, and then embed it on one of your local pages using an <iframe> tag. You can find URLs for the landing page at the top of the Content section, where there is a separate URL for each language you have set up for the page. For complete details about how to work with <iframe> tags, see any current HTML reference.

System_CAPS_importantImportant
  • Even if you have made a Website setting for the landing page, your behavior-analysis script will not work through the iFrame. You’ll need to manually place the script on the page that is hosting the iFrame if you are using behavior analysis on your website and/or campaign automation with triggers that react to landing page submissions. You still need to assign a Website for the landing page. See also Create a website behavioral-analysis script.

  • If you include a link to the landing page in an email message, then you will probably link to the page on your website that is hosting the landing page through an iFrame. This is fine, but it also means that when you use campaign automation, the system will not recognize the link as opening a Dynamics Marketing landing page. Therefore, the campaign canvas will not automatically include a Landing Page tile connected to your message, and your triggers will not be able to react to the landing page. To work around this, add a Landing Page tile by dragging it onto your Email tile. A link to the native landing page will be appended to the bottom of your message (which you might choose to de-emphasize or hide using styling), but you will now also be able to use the landing page in your trigger logic.

System_CAPS_noteNote
  • When you use an HTTP connection for your website, and send landing pages through an iFrame, your landing page form might become vulnerable to security attacks. To avoid this, use an encrypted (HTTPS) connection.

  • To ensure that your landing pages are secured and display iFrames, images, and resources correctly, make them available on a website outside the intranet.

  • The best way to find out the best height for your iFrame is to experiment with it a little. Note that you should allow a bit of extra height to make room for special event text, such as validation errors.

You can construct custom links that include pre-defined values to be used as defaults on your landing page forms. To do so, append the appropriate key/value pairs to the end of the standard landing page URL, using the form-field names as keys. You can only pass values to visible fields (not to hidden fields).

You might use this feature to pass product names, offer codes, or other non-personal information to a landing page, which makes the page easier for contacts to use. You could also use it to design a single landing page that could support many different products or brands. You could also use this technique when setting up the URL to be embedded in an iFrame.

System_CAPS_warningWarning

When you use this technique, the key/value pairs are exposed as plain text on the Internet. Never pass financial or personally identifiable information (PII), such as name, phone number, physical address, or email address, using this technique. One place where you can find out more about PII is on Wikipedia.

For example, to pass a value of "Windows 10" to a landing page field named "Product", you'd append "&Product=Windows 10" to the end of the standard URL for your landing page.

Set landing page field values from the URL in Dynamics Marketing

System_CAPS_noteNote

Here are some points to keep in mind when using this feature:

  • You can't set values for fields of type "SubscriptionCenter". (These fields create a set of check boxes that contacts can use to subscribe to your various mailing lists.)

  • For fields of type CheckboxMultiSelect, you can pre-select check boxes by setting the field name of the CheckboxMultiSelect field to a semicolon-separated list of those check box names that should display as selected, such as "&favoritetopics=cars;tools".

  • Keep the data type in mind when passing values to fields through the URL. Text, number, and date fields will work as expected. Check box fields must be set to "true" (for selected) or "false" (for cleared). Drop-down values must be passed using the display value (not the submit value).

This feature uses cookies. The notice below describes the Platform for Privacy Preferences (P3P) policy that is delivered to contacts’ browsers whenever Dynamics Marketing tries to set a cookie. All Dynamics Marketing licensees are obligated to treat user data in compliance with this policy if they make use of features that rely on cookies. More information:  Cookies and privacy issues

In order to create the most efficient web execution possible, as well as to ensure that there are no abuses to the system, Microsoft Corporation, on behalf of the entity administering this domain, a Microsoft Dynamics Marketing services licensee, collects administrative information such as patterns of navigation through this domain in order to provide you with relevant information. A small electronic file called a "cookie" is used to maintain your session and identify you as a returning visitor. Your IP address and any related location data may also be logged for technical reasons.

In order to bring you valuable promotions and other special offers, the entity administering this domain, a Microsoft Dynamics Marketing services licensee, may contact you from time to time. You may tell the entity administering this domain at any time that you do not want to be contacted at home or online with unsolicited marketing materials.

The entity administering this domain may contact you by any means available, including but not limited to mail, email, SMS or voice telephone, in order to offer you valuable promotions and other special services. You may tell the entity administering this domain at any time that you do not want them to contact you by mail, email, SMS or voice telephone with unsolicited marketing information.

In order to complete and fulfill the request you have made to the entity administering this domain, you may be required to provide relevant personal information, your address or email, or specific demographic information. In addition, in order to fulfill recurring requests, such as newsletter subscriptions, the entity administering this domain, a Microsoft Dynamics Marketing services licensee, will need to retain a copy of your information. The entity administering this domain, a Microsoft Dynamics Marketing services licensee, may use information provided by you during your online visits in order to tailor the content or make suggestions of similar items you may be interested in.

The entity administering this domain, a Microsoft Dynamics Marketing services licensee, or its affiliates, may, from time to time, send email to the address you have given in order to determine whether or not you still have interest in such mailings. Emails sent to you through this system may incorporate a technique known as a “Web beacon”. When you open the mail, the Web beacon informs the entity administering this domain that your email address is still actively interested in the email sent to you. You may choose not to receive promotional email from the services provided by the entity administering this domain, or unsubscribe from newsletters, at any time.

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