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LPE – Use Case 1

How to implement a profile page with the right authentication / parameters?

 Please see below the description of the process by creating a Subscription page.

1. First steps

Navigate to Pages and click the plus icon (fig. 1) to start creating a page.

Fig. 1: Clicking the plus icon is the first step to create a page.

Fig. 1: Clicking the plus icon is the first step to create a page.

Label this page as a profile modification page. Select either Subscription form or Profile update form as the landing page type.  Both are correct, the key difference is that the Subscription form allows you to set subscriber permissions, while the Profile update form does not, as it is intended for existing contacts whose profile details are being modified without changing their permission status.

Since the URL path needs to be entered manually, consider giving it a name that reflects its purpose, such as „subscription-modification”. Do not use spaces when you insert the file name of the URL path (fig. 2).

Note: Avoid using underscores for your URL. Google recommends hyphens instead, which makes your website more SEO-friendly. Search engines are ignoring underscores as normally separated words in URLs will be interpreted as one word.

 

 Fig. 2: Select the appropriate form type and avoid using underscores in the URL path name.

 Fig. 2: Select the appropriate form type and avoid using underscores in the URL path name.

Finish the setup of your landing page with a click on Save page.

Your page draft has been created, and you are now redirected to the page management list.  Click the Edit page to begin editing (fig. 3).

Fig. 3: Start editing by clicking ‘Edit page.’

Fig. 3: Start editing by clicking ‘Edit page.’

Choose a blank page and start to build up your page From Scratch or use

  • a previously edited page from the
  • a template from the Page Gallery.

All predefined templates are editable.

2. Creating a Profile update page From Scratch

This example starts From Scratch to make the process transparent (fig. 4).

Fig. 4: Creating a Profile update page From Scratch.

Fig. 4: Creating a Profile update page From Scratch.

When entering the editor, use the Form element from the predefined Article Templates in the tool panel serve. This element is editable and formatted according to the relevant data (fig. 5).

Fig. 5: The ’Form’ element is editable and a useful starting point.

Fig. 5: The ’Form’ element is editable and a useful starting point.

In this example, we change the email address to a name. Edit the element itself (Container) or only the input field, as you see below.

The contact fields are set to standard, which are  the same in all accounts (fig. 6). The custom contact fields are the ones you can create as an extra in the account.

Fig. 6: The contact fields are set to standard in this case.

Fig. 6: The contact fields are set to standard in this case.

Please select the contact fields you would like to use for updating a profile (fig. 7).

Fig 7: Select the contact field you would like to use for the profile update.

Fig 7: Select the contact field you would like to use for the profile update.

After selecting the contact field, go back to Templates and choose a proper Form Field to label the profile update.

The contact fields can be labeled through

  • a default text input,
  • a hidden field,
  • a checkbox,
  • a toggle input,
  • a drop-down menu,
  • a radio button, or
  • a list based on dates or numbers,

Note: Avoid using all options at once; the example below showcases the most popular ones to present the range of possibilities (fig. 8).

Fig. 8: Commonly used contact field labels.

Fig. 8: Commonly used contact field labels.

Additional options can be added to the drop-down menu based on the configuration of the contact field (fig. 9).

Fig. 9: Add other options to the drop-down menu as needed.

Fig. 9: Add other options to the drop-down menu as needed.

Customise the items on the menu bar as desired. Below are the editing options for the checkbox fields (fig. 10).

Fig. 10: Editing options for the checkbox fields.

Fig. 10: Editing options for the checkbox fields.

It might be useful to add a plain text box to indicate the type of field you have created. For this purpose, use the paragraph or heading element from the content menu bar (fig. 11).

Fig. 11: Add a plain text box to indicate the type of field you have created.

Fig. 11: Add a plain text box to indicate the type of field you have created.

The text box is quick and easy to format (fig. 12). If you need more information about the editing process of the elements, please take a look at the general description of the LPE documentation. ((https://support.maileon.com/support/landingpage-editor/))

Fig. 12: Format the fields as you desire.

Fig. 12: Format the fields as you desire.

Please note: Edit  Submit button at the end of the editing process. Don’t forget to leave the button action on Sign Up (fig. 13).

Fig. 13: Leave the button action on ’Sign Up’.

Fig. 13: Leave the button action on ’Sign Up’.

When you are finished editing, please navigate to Page Settings section by clicking the settings icon on the top of the menu bar (fig. 14).

Fig. 14: Navigate to ’Page Settings’ section by clicking the settings icon on the top of the menu bar.

Fig. 14: Navigate to ’Page Settings’ section by clicking the settings icon on the top of the menu bar.

Check the Default success page in the Meta settings (fig. 15).

Fig. 15: Review the ‘Default success page’ within the ‘Meta Settings’ section.

Fig. 15: Review the ‘Default success page’ within the ‘Meta Settings’ section.

Modify the success page if necessary. The Default success page is displayed as follows (fig. 16):

Fig. 16: Modify the success page if necessary.

Fig. 16: Modify the success page if necessary.

Insert a pre-made link into the success page or create a new subpage within the editor: Use the + (add tab) icon at the top of the editing interface to add a new tab to the landing page. Name the page (fig. 17).

Fig. 17: Create a new subpage within the editor by the ’+‘ (add tab) icon.

Fig. 17: Create a new subpage within the editor by the ’+‘ (add tab) icon.

Add a simple text box to the page from Template > Content > Heading (fig. 18).

Fig. 18: Add a text box into the subpage.

Fig. 18: Add a text box into the subpage.

Format and move the content and appearance of the text box as desired (fig. 19).

Fig. 19: Format the text box as you desire.

Fig. 19: Format the text box as you desire.

You can find the link to the subpage in Page settings > Meta, by scrolling down to the Default success page drop-down menu (fig. 20).

Fig. 20: Find the link to the subpage in the Page settings > Meta.

Fig. 20: Find the link to the subpage in the Page settings > Meta.

Save and publish the page at the end of the process. The created page must be approved separately by clicking the Publish page button (fig. 21, fig. 22).

Fig. 21: Save and publish the page.

Fig. 21: Save and publish the page.

Before publishing, a security pop up window asks you to confirm the publication.

 Fig. 22: Confirm the page before publishing.

Fig. 22: Confirm the page before publishing.

 

3. End of process

At the end of the process click on Copy page URL button (fig. 23).

Fig. 23: Click the ’Copy page URL’ button to copy the general link to your personalised page.

Fig. 23: Click the ’Copy page URL’ button to copy the general link to your personalised page.

At the end of the process, you receive two links to your landing page. The general link at the top of the page is useful for other interfaces, such as social media.

The parameterised link at the bottom of the page is for newsletters, e.g. to implement a profile page with the correct authentication / parameters (fig. 24).

Fig. 24: The general link at the bottom of the page is necessary to implement a profile page.
Fig. 24: The general link at the bottom of the page is necessary to implement a profile page.

The parameters enclosed in brackets [ ] can be used to personalise the profile page.

At the end of the process send this link embedded in a newsletter (fig. 25).

Fig. 25: Send the personalised link embedded in a newsletter at the end of the process.

Fig. 25: Send the personalised link embedded in a newsletter at the end of the process.

When a contact opens the link received through a mailing, their contact fields are generated to display their personalised page. (fig. 26).

Fig 26: Clicking the link in the mailing loads the personalised page.

Fig 26: Clicking the link in the mailing loads the personalised page.

When the form is submitted, the contact’s profile will be updated automatically.

Summary:

To implement a profile page with the right authentication/parameters, create an editable and cutomisable link by the process described above. The parameters in the square brackets  [ ]  allow the personalisation of the subscription page.

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