*Instapages are for conversion-focused campaigns where the user is asked to perform one primary action. OR where a publicly visible web page cannot be used for a campaign, such as in Customer Marketing initiatives. |
Start this process at least 14 business days before the launch date.
Campaign Owner page creation - 5 days
Stakeholder review via email - 2 days
Email/Digital teams QA - 7 days
Campaign Owner final updates - 2 days
Other SLAs that may need to be considered
Requesting a new template from UX team - an additional 7-10 days
Review of Updated existing template - same day or next day
Templates, based on previous high-performing landing pages, are created in collaboration with the UX team and are available for your use.
In Instapage, there is a TEMPLATES folder. Expand to see all the available options.
To use a template:
Expand the folder to see all the available options.
Navigate to the three dots on the right for the template you want.
Select ‘Duplicate’ to create a copy of the template.
From the same three-dot menu, select “Rename” and use the naming convention for pages.
Select “Move to group” from the same three-dot menu and choose the appropriate folder. Folders are grouped and vertical.
Start editing the text, images, and links on your landing page.
Team | Vertical | Description
ex: PPC | REL | Healthcare Compliance Training - DEMO
Should you need help designing in Instapage, submit a ticket to our UX team. Choose the option “I want to edit or add to the contents of the website.” Include as much detail in your request as possible, including wireframes, images, and goals of the page. Add 5 business days for UX to review your page and provide suggestions.
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.).
In the campaign planning process, a goal must be identified for the Instapage. The goal of the page will determine the template you choose.
In the campaign planning process, a goal must be identified for the Instapage. The goal of the page will determine the template you choose.
Campaign owner [Demand Generation/Customer Marketing/Partner Marketing] drafts Instapage.
The Campaign Owner checklist is completed, except for Publishing.
Campaign owners are responsible for obtaining Instapage reviews and feedback from relevant stakeholders [Content Marketing/Product Marketing/Solutions Group/etc.] if needed.
When page content review is needed, send the Instapage preview/comment link via email, ask stakeholders to provide feedback within two business days, and leave all comments directly on the Instapage.
Stakeholders cannot leave feedback if you don’t provide the comment version of the preview link. |
How to publish a page - Campaign Owner QA checklist-Publishing the Page
Use proper naming convention for page and URL (Vertical Abbreviation-team-description)
Instapage must be complete and published before submitting to QA. If you submit a page that is not complete and published, the Jira task will be put into “Waiting” status until it is ready. |
Create a campaign for your Instapage Form in Salesforce to include in your QA ticket.
Using the main Marketing Campaign Request form and select Instapage QA. If you need a form for your Instapage, specify this in the description of the task.
Alternative option if this request needs to be added to an existing Jira ticket/campaign - Create an “Instapage QA” Issue directly from the Create button on the Marketing Operations project board.
Use your SFDC Campaign name for the Summary name
In the Description, include the following information (copy and paste list below, modify as needed):
Type of form, if 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.
Do you have a demo link on the instapage (e.g., relias.com/get-started-demo)? YES/ NO
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
There is a designated field for the Instapage preview/comment link in the Marketing Operations form
Provide the final published URL so Email Ops team can record it in SDC
The Email Ops team will add the published Instapage URL to the SFDC form campaign. |
UTMs for any other link(s) need to be created/added by the requestor/owner of the instapage - See Creating UTMs for further instruction or contact Email Ops for assistance (Creating UTMs ) |
Campaign owner edits Instapage with corrections and adjustments from QA.
Check that Desktop changes are being carried over to the Mobile view. Most often, but not always, the mobile view will update with changes made on the desktop side. |
Campaign owner updates the HTML / Instapage iframe with new Pardot form URL.
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.
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. If you know your campaign has an end date, use this feature.
Campaign owner should review active Instapages every 3 months to optimize or unpublish when no longer needed. Frequency of Instapage reviews may depend on campaign feedback, results, change in strategy, etc. |
What if I don’t want to use the templates provided?
Using templates is not required. Just make sure your page follows brand standards.
Does every Instapage need to go through QA?
All new Instapages need to go through QA and anytime content is changed on an Instapage, it must go through the QA process.
Can I customize the fields on Pardot forms?
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
If I update my Instapage after initial launch, does it need to go through QA again?
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.
What if I want to co-brand my Instapage with a Partner or SME?
We have templates that show the Relias logo juxtaposed with a partner or ABM target logo. These are saved as global blocks using “LP Header” in the name
Last Updated: 2/28/2024