Page Comparison

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• Campaign owners should consider Instapages as part of their campaign plans, and as such, they should be included on the campaign calendar with a corresponding launch date.

• Messaging on the page should align with campaign plans and all creative assets used to promote Instapage (including digital ads, emails, etc.).To request email, digital ads, etc. to promote Instapage, follow Airtable submission process and SLAs.

Step 2: Draft Instapage

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• Timeline: 14 days before the campaign launch

• Campaign owner [Demand Generation/Customer Marketing/Partner Marketing] drafts Instapage using pre-approved templates listed above.

  • Draft should include landing page copy, links, CTAs/buttons, images, form placement, etc.

  • Any changes to the design on a template must be reviewed and approved by the B2C UX team. Three business days should be added to the SLA. To get changes reviewed and approved, submit a Jira ticket here

  • The Campaign Owner checklist is completed, except for Publishing.

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• Timeline: 7 days before launch

• Create parent campaign for Instapage in salesforce to include in your QA ticket.

• Campaign owner submits "Pardot Form & Instapage QA" Airtable Ticket for Email/Digital.

  In the ticket

  creates an “Instapage QA” Issue directly from the Create button on the Marketing Operations project board.

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  • Use your SFDC Campaign name for the Summary name

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  • In the Description, include the following information (copy and paste list below, modify as needed):

    • Type of form needed - Gated Asset Download, Event Registration, or Demo Request

    • Whether you need any additional form fields beyond standard fields

    • Title that appears should appear on the form - e.g., Register for Impact: Culture 2024, Contact Us Today, etc.

    • The button CTA text - e.g., Get Started, Download Now, Contact Us, etc.

    • Instapage preview/comment link.

    • Additional UTMs needed.

      • By default, any Demo link (e.g., https://www.relias.com/get-started-demo) on an Instapage (a link going from Instapage to the relias.com/get-started demo page) should use the following utms:

        • “utm_source=instapage&utm_medium=referral&utm_campaign=[18 digit ID]“

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• • • • • • Email Ops should create this UTM string and provide to requestor; requestor should confirm during final review that UTMs have been provided and updated accordingly

      • UTMs for any other link(s) need to be created/added by the requestor/owner of the instapage

    • There is a designated field for the Instapage preview/comment link in the form

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Step 5: Email Ops and Digital Teams Perform Their Own QA Review

• Timeline: 7 days before launch

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• Campaign owner updates the HTML / Instapage iframe with new Pardot form.

• Campaign owner tests the form submission on live page, using test UTMs, to verify UTM capture on the Pardot forms is working and leads are added to campaigns as expected.

• Second QA review is not needed after changes to to the page have been made and the form has been tested.

Step 7: Publish Instapage

• Timeline: 1 day before launch

• Campaign Owner publishes page, referencing page

  • How to publish a page - Campaign Owner QA checklist-Publishing the Page

• For future reference, the Email Ops team will add the published Instapage URL to the SFDC form campaign

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• Campaign owner is responsible for unpublishing/optimizing the page as necessary

• There is an option to schedule your page to unpublish on a specific date. You will be offered this option at the time of publishing.

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Frequently Asked Questions

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