How to create Landing Pages

Landing Pages are standalone web pages that prospects can “land” on or click through to from an email, a web ad, a social post, or any other hyperlink on the web.


How to create a Landing Page

Users can create Landing Pages within Insightly and provide Prospects links to visit these pages. These pages can be used for a variety of reasons; for example, selling specific products or to inform users of special offers.

Landing Page Templates work similarly to Email Templates. Insightly provides standard and themed templates for users to customize, but you can also build your own template from scratch. 

  1. Go to Landing Pages. Click New Landing Page.

  2. Fill out the Landing Page information. The Name and Page Title are required.

    We recommend filling out each section like the name, the folder, the page title and description, which refer to the HTML Title Tag and the META Description tag for SEO, and the unique Page URL for the new page.

    Uncheck Active if you don’t want the page to be published. Click Next.

  3. In the first dropdown, you can choose to:

    1. Create a new Form handler

    2. Use an existing Form handler

    3. Not embed any Forms
      If you want to collect Prospect data, add a Form to your Landing Page. If you do not want to collect Prospect data, select the Do not embed a Form option.

  4. If you select Use an existing Form Handler, you will select the Form Handler from the second dropdown.

  5. If you select Create a new Form, you will configure a Form on the same page.

    Add Available Prospect Fields to the Form with the left and right arrows. To change the order of the fields, use the up and down arrows next to the Fields on Form section. Email is a required field and cannot be removed.

    All added fields are optional by default, but they can be marked as required fields in the Form Handler if needed.

    The Form will saved and available for use in the future. Users can add Finish Actions to this Form in the future.

  6. Select a Submission Action for the Form. You can choose from Show confirmation message and Redirect to another page. If you select Redirect to another page, you will need to format the URL to include http:// or https://.

  7. Select how duplicate submissions should be handled. You can choose to Allow duplicates or to allow No duplicates - update the first matching record.

  8. Click Next.

  9. Next, you will choose a template. Hover over a template and select Use this template.

    There are three categories you can choose from:

    1. Layout Templates - These are standard Insightly provided templates. These are helpful if you want to fully customize a template to match your own website. They are relatively empty, but they are structured to help you build a template quickly. 

    2. Custom Templates - These are templates that you've already created, such as one you may have created following the first section of this article.

    3. Themed Templates - These templates are fully built for you. If you're low on time, you can select one of these templates and adjust it to fit the message you want to send.

  10. Use the Design section to make updates to the template you've selected. If you’ve added a Form during the Form step, you can select Form from the Content section to add to your template.


    Click the Preview button to review how the template will appear. Click Next.

  11. The Finish page will confirm that your Landing Page has been saved and published if the page has been marked Active. Copy the Page URL and add it to any emails or documents as needed. Click Finish.


Actions menu

From the Actions menu, you will have options to edit, clone, and delete the Landing Page.



Important details

  • Users can also setup a subdomain. Using a subdomain allows Insightly Marketing users to manage their Landing Pages separately from their main website domain.

  • Each time the Landing Page is edited and saved, it will be updated for anyone with the link.

  • Users can make changes to a Form Handler that is in an existing Landing Page. The Form Handler can be edited from Form’s record or through the Landing Page creation process.

  • When updating the Form Handler, you will need to remove and re-add any Forms to accurately collect future data.

  • Saving the Landing Page will not automatically send it to Prospects; they will need the URL to access the page.

  • When you review the Landing Page record, you will find the details of the page, total views, and any submissions that have been made from the submissions tab.


Learn more

Read the following articles to learn more about Landing Pages:

What are Landing Pages and Landing Page templates?

How to create a Landing Page template

How to unpublish a Landing Page

How to set up your own subdomain for Landing Pages

Was this article helpful?