How to personalize a landing page with opportunity data?

How to personalize a landing page with opportunity data?


To create a landing page go to set up > Asset management >  Templates 




Select “Web” as the template type on the right.

Click the “Create” button to create the web template.




This will bring up the personalization menu. If you wish to turn your template into a survey, select the “Questionnaire” button, otherwise, choose “None”. When you are finished, click “Go”.




Choose a name for your template, and if you wish, a description and set of filters. When you are finished, click “Next”.



To learn more about how to create and edit a landing page, click here.



Select “Associate opportunity” from the “Advanced Settings” tab.



Here, map the page by adding the opportunity and save it.

To learn more about how to create opportunities, click here.


Select “Text” from the “Add Objects” tab.



The text object will appear. Select the “Field Chooser” icon.




Select the opportunity fields option from the down arrow icon here.



Select the fields you’d like to include from the opportunity data. Select insert and save.




Click on “Finish” to save the updates.


Customization of landing page with opportunity data


Go to Campaign > Web >Landing pages.














Note: Depending on the top navigation menu layout, this may vary. Go to the “Landing Pages” page from your top navigation.


Click on the customization icon to customize the template.





This will bring you to the landing page media editor. 

If needed, rename the landing page and add any further details you’d like to include in the description and filters.



Select “Add” on the opportunity you’d like to add to the page, and click “Finish”.


 
The landing page will now display the values of the selected opportunity data. 

Make and final changes to your landing page. Click on “Save” and “Finish”.



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