PerfexLanding – LandingPage builder for PerfexCRM

Introduction to Perfex Landing - Landing Page Builder Tutorial

As a user of PerfexCRM, you're probably looking for an efficient way to create customizable landing pages that seamlessly integrate with your CRM. Landing pages are an essential component of any marketing strategy, allowing you to capture leads, promote products, or share information with your target audience. PerfexCRM's Perfex Landing platform is designed to help you create professional-looking landing pages without requiring extensive coding skills.

In this tutorial, we'll guide you through the process of using the Perfex Landing - Landing Page Builder to create landing pages that match your CRM's brand and style. By the end of this tutorial, you'll have a solid understanding of the platform's features and will be able to create powerful landing pages that drive engagement and conversions.

Section 1: Getting Started with Perfex Landing - Landing Page Builder

Step 1: Access the Perfex Landing Platform To access the Perfex Landing platform, log in to your PerfexCRM account and navigate to the "Apps" section. Click on the "More Apps" dropdown menu, then select "Perfex Landing" from the list of available apps. You'll be redirected to the Perfex Landing landing page, where you'll find a "Create Your First Landing Page" button.

Step 2: Create a New Landing Page Click on the "Create Your First Landing Page" button to start a new landing page. In the next screen, give your landing page a unique name, select a suitable template (more on that later), and choose your desired domain. Click on the "Create" button to proceed.

Section 2: Customizing Your Landing Page

Step 3: Choose a Template (Optional) Perfex Landing offers a range of pre-designed templates to get you started. Browse the template library and select one that matches your brand style. You can also search for specific templates using the search bar.

Step 4: Customize Your Content Drag and drop blocks from the left-hand toolbar onto your landing page layout to add content. Content blocks include text, images, videos, forms, and more. Use the toolbar icons to adjust content settings, such as fonts, colors, and size.

Step 5: Add Visual Elements The "Elements" tab houses a range of visual components, including icons, bullets, and dividers. Use these elements to separate content sections, add decoration, or create visual Interest.

Step 6: Configure Form Settings Adding a form to your landing page is crucial for converting visitors into leads. Set up your form by entering the required fields, creating custom fields, and enabling or disabling submission notifications. You can also integrate external services like Mailchimp, HubSpot, or Gravity Forms.

Section 3: Publishing and Deployment

Step 7: Publish Your Landing Page Once you're satisfied with your landing page design and content, click the "Publish" button to upload it to the Perfex Landing server. You'll receive a confirmation message stating that your landing page has been successfully published.

Step 8: Deploy to Your CRM To display your landing page within PerfexCRM, navigate back to the "Apps" section and click on "Perfex Landing". Select the landing page you just created and click "Deploy to CRM". A new window will open where you can configure the settings for your landing page inside PerfexCRM.

Step 9: Test Your Landing Page Before opening your landing page to the public, test it extensively to ensure everything is functioning as expected. Check links, forms, and loading times to ensure a smooth user experience.

Section 4: Advanced Configuration and Tips

Step 10: Configure Advanced Options In the "Perfex Landing" tab within PerfexCRM, you'll find advanced configuration options. Use these options to set up custom colors, fonts, and imagery for your landing page to match your CRM's design.

Step 11: Integrate with External Tools Perfex Landing allows seamless integration with a range of external tools and services, including email marketing platforms, CRM systems, and more.

Step 12: Measure and Optimize Once your landing page is published, track its performance using PerfexCRM's reporting tools. Analyze analytics to identify areas for improvement and optimize your landing page for better conversions.

This concludes the Perfex Landing - Landing Page Builder Tutorial. By following these steps, you should now have a solid understanding of the platform's features and can create professional-looking landing pages that integrate seamlessly with PerfexCRM.