Page Comparison

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

  

  • 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 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.

    • 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]“

          • 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.

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1. What if I don’t want to use the templates provided?

   1. You must use a pre-approved template or adjust your workflow to include the UX team to create a new template for your purposes.

2. Does every Instapage need to go through QA?

   1. All new Instapages need to go through QA and anytime content is changed on an Instapage, it must go through the QA process.

3. Can I customize the fields on Pardot forms?

   1. It depends. We can add or remove fields, rename them, etc, you just need to ensure the iframe is large enough to display all fields on the form

4. If I update my Instapage after launch, does it need to go through QA again?

   1. It depends. If you change content, it should be reviewed by a second individual. If the changes after publishing are minor, such as spacing adjustments or changing a resource link, it does not need another QA but the Campaign Owner checklist should be followed again.

5. What if I want to co-brand my Instapage with a Partner or SME?

   1. We have templates which show the Relias logo juxtaposed with a partner or ABM target logo. These are saved as global blocks using “LP Header” in the name

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