A landing page that provides context to a viewer about why they are filling out a form, and what they will get when they do.
A form on the landing page with Web2Leads enabled.
A thank you page that provides a way to download your content of value, once the form is submitted. Often the thank you page will inform the person they have been emailed a download link.
Web2Leads is very much a “begin with the end in mind” concept. When people complete your Web2Leads forms, what lead status will they have in PipelineDeals? What campaign will be given credit (Lead Source)? And are there any tags or a todo template that should be applied to the lead per your strategy above?
The first implementation step is to answer these questions and create the appropriate lead source, person status, todo template, and tags in PipelineDeals.
Setting up PipelineDeals
The following can be setup in your account settings (you’ll have to have admin permission):
A To-do Template - map your strategy above to steps in a To-do Template.
A Source - measure how effective your content signups are at converting to paying customers.
Person Tag(s) - for ease of filtering through people in PipelineDeals, create a tag or two. We use “Inbound,” “Content Download,” and the name of the content.
Person Status - should this person be flagged as warm or hot, considering they took initiative to request some of your content?
Creating the above is the hardest part of this process! Now you just need a landing page, web2leads enabled form, and a thank you page with downloadable content available. You’re welcome to build each of these on your own with the help of the PipelineDeals API Documentation.
If, however, you don’t know how to code, don’t want to, or simply want to speed up the process, VipeCloud offers plug-and-play landing pages, sign up forms, and content downloads with no coding. Below are instructions and for how to finish your inbound marketing setup, without any coding, using VipeCloud.
Setting up VipeCloud
VipeCloud is a Customer Interaction Platform that is integrated with PipelineDeals. Once you have a VipeCloud account:
Connect PipelineDeals and VipeCloud - using your PipelineDeals API and Web2Leads keys, connect the two systems.
Upload your content to VipeCloud - once uploaded, create a named link. For example, “Website Download” and make sure the share property is set to Prompt Download. Copy the named link to your clipboard.
Note, VipeCloud offers signup form capabilities for free and you can manually add form sign ups as people in your CRM. Pro level users can enable the web-to-leads connection with PipelineDeals and auto-create people with to-do templates, tags, etc.
Making the Magic Happen
VipeCloud and PipelineDeals are now connected. Let’s create a signup form and set the signups to be Web2Leads in PipelineDeals. Below are step by step instructions and here’s a quick video overview that also includes best practices for setting up your signup form.