Campaign webpages and webpage forms - Displaying data to leads

Modified on Thu, 4 Dec at 11:34 AM

Campaign webpages and webpage forms - Displaying data to leads

Webpages and webpage forms are public or private pages dynamically customized for individual leads. They display existing lead data for quotes, invoices, information requests, feedback forms, and other customer-facing content, with access control, co...

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Webpages and webpage forms are public or private pages dynamically customized for individual leads. They display existing lead data for quotes, invoices, information requests, feedback forms, and other customer-facing content, with access control, conditional redirects, and embedded forms for data collection.


What are web pages and webpage forms

Definition from system: "Page templates are public or private web pages dynamically customized for the individual item."

Key distinction:

  • Campaign forms: Create NEW leads (data flows INTO system)
  • Webpages: Display data to EXISTING leads (data flows OUT to customer)
  • Webpage forms: Collect additional data from EXISTING leads (data flows BACK from customer)

Common use cases

Quotes and offers:

  • Display customized quotes to leads
  • Show product configurations
  • Present pricing options
  • Include acceptance forms

Invoices:

  • Display invoice details
  • Show payment status
  • Provide payment links
  • Include payment confirmation

Information requests:

  • "Thank you for your message - we need additional information XYZ"
  • Request missing details
  • Clarify requirements
  • Gather supplementary data

Feedback and follow-up:

  • "Thank you for being a customer - are you still satisfied?"
  • Customer satisfaction surveys
  • NPS score collection
  • Service quality feedback

Status updates:

  • Order progress
  • Service completion
  • Appointment confirmations
  • Next steps communication

Accessing web page templates

Go to a campaign's Settings menu and select Web pages.

The page displays:

  • Header: "Web page templates"
  • Explanation: "Page templates are public or private web pages dynamically customized for the individual item."
  • Dropdown: "Hide occurrences" (filter option)
  • Button: + New page template (blue, top right)

Web page templates table

The table shows all configured page templates with these columns:

Name: Page identifier with external link icon

  • Example: "Booking viderestil"
  • Example: "hubhus_dk/booking"
  • Example: "Beregner"

Base URL: The page's base address in pink/magenta text

  • Example: leadvalidator.dk/booking-viderestil/p/
  • Example: leadvalidator.dk/hubhus-dk-booking/p/
  • Example: leadvalidator.dk/beregner/p/
  • Text below: "Add host URL" (gray, italicized)

Placeholders: Available placeholders for this page, shown as blue links:

  • "URL" - Direct page URL
  • "Count" - Number of occurrences/visits

HTML forms: Shows form name if page contains embedded webpage form

  • Example: "beregner"
  • Blank if no form

Layout: (Column visible but content not shown in screenshot)

Content: </> Content button (blue): Edit page HTML/CSS/JS

Access: ? Public button (green): Configure access control

Additional buttons:

  • + icon: Add/configure something
  • Add button (gray text)

Redirects: (Column visible but content not shown clearly)

Edit: Edit icon (orange): Modify page settings

Delete: Trash icon (red): Remove page template


Page content editor

Click the </> Content button to open the page content editor.

Dialog title: "Page content: [page name]" Example: "Page content: Booking viderestil"


Content configuration options

Body: Dropdown: "HTML / Raw" Purpose: Select content format

Options likely include:

  • HTML / Raw: Direct HTML editing
  • Other template formats

Parent layout: Dropdown: "No parent layout" Purpose: Apply master page template

This allows page inheritance and consistent styling across multiple pages.


HTML editor

The editor shows numbered lines of HTML code:

Example content visible:

html
<div class="header">
  <h1>Onboarding</h1>
  <p>Herunder kan du booke en tid til præsentation af din nye hubhus portal</p>
</div>

<div class="container">
  <div class="rows">
    <div class="col-md-12">
    
      <!-- Hubhus booking form: Onboarding - Onboarding møde (Teams) - onboarding-mode-teams - 9g55D -->
      
      <iframe id='hh_iframe_iNIx2' frameborder='0' style='border:0;width:100%;height:100%' 
      allowtransparency='true' scrolling='no'></iframe>
      
      <script>document.getElementById('hh_iframe_iNIx2').src = 
      'https://leadvalidator.dk/book/l/9g55D/%lead_token_short%?page_url=' + 
      encodeURIComponent(window.location.href);</script>
      
      <script src='https://cdnjs.cloudflare.com/ajax/libs/iframe-resizer/3.5.15/iframeResizer.min.js'>
      </script>
      
      <script>iFrameResize({checkOrigin:
      ['https://leadvalidator.dk'],heightCalculationMethod:'lowestElement'}, '#hh_iframe_iNIx2');
      </script>
      
      <!-- End Hubhus booking form -->
      
    </div>
  </div>
</div>

Key observations:

  • Uses standard HTML structure
  • Includes Hubhus booking form via iframe
  • Uses placeholder: %lead_token_short%
  • Includes iframe resizer for responsive display

Below the HTML editor: Field: "Search for placeholder.." Purpose: Find and insert available placeholders


CSS editor

Below the HTML section: Section: "CSS ▲" (collapsible) Editor shows: CSS styling rules

Example visible:

css
body {

This allows custom styling for the page.


Page access control

Click the ? Public button to open access settings.

Dialog title: "Edit page access"


URL access

Field: Dropdown Default shown: "Viewable by all with URL"

Purpose: Control who can access the page

Options likely include:

  • Viewable by all with URL (public with link)
  • Restricted to logged-in users
  • Specific user groups only
  • Completely private

Log visits by users

Field: Dropdown Default shown: "Do not log users logged in (guests only)"

Purpose: Track page visits

Options include:

  • Do not log users logged in (guests only): Only track anonymous visitors
  • Log all visits: Track all users including logged-in
  • Do not log any visits: No tracking

Use cases for logging:

  • Monitor quote views
  • Track engagement
  • Identify interested leads
  • Measure page effectiveness

Do not log these IPs

Field: Text area Purpose: Exclude specific IP addresses from visit logging

Instructions shown: "Separate multiple IPs by semicolon, space or newline."

Use cases:

  • Exclude internal testing
  • Remove office IPs from analytics
  • Filter out admin access
  • Clean visitor data

Save button

Button: ? Save (orange, bottom right)


Page redirects

Pages can include conditional redirects based on lead criteria.

Click the redirect button/icon to open redirect configuration.

Dialog title: "New redirect for: [page name]" Example: "New redirect for: Booking viderestil"


Redirect configuration

Redirect to page: Dropdown: "Specific URL address"

Options likely include:

  • Specific URL address: External URL
  • Page in this campaign: Internal page
  • Other options


? Common searches

web form • form setup • booking form • form builder

? Also known as

project • workspace • pipeline • customer

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