topic Questions About Using Landing Pages and Lead Routing in Lead Capture Tools

Questions About Using Landing Pages and Lead Routing

EMcGrath — Tue, 07 Nov 2023 15:01:15 GMT

Hello,

We are considering using Landing pages to leverage meeting scheduling pages for our demo and pricing request forms. We have dynamic lists created so that if a contact is a member of an organization that a BDR is assigned to, the respective meeting link for their account is the one in use. In the case of a contact where a meeting link isn't associated with an account assigned to a BDR, we would use a round robin meeting form.
I have a few questions with this approach-
Can we assign a lifecycle stage to a new contact that uses a scheduling page? Can we assign a BDR to a contact that uses a scheduling page if they are not already assigned a BDR?

In our current workflow, the contact fills out a form and they are enrolled in a workflow that assigns a BDR to the contact and then enrolls them in a sequence to try to convert them to schedule a meeting.

Our hope in using a landing page where they are scheduling right away is that more of these leads convert to a meeting, but I want to make sure that BDR assignment and Lifecycle assignment is considered in whatever we build.

Re: Questions About Using Landing Pages and Lead Routing

BérangèreL — Wed, 08 Nov 2023 10:02:39 GMT

Hi @EMcGrath,

It's a pleasure to read your post on the Community, thanks!

First I'd like to share these articles that might be of interest to you:

- Use lifecycle stages
- Automatically set and sync record lifecycle stages

Also, for information, I saw on this article "Create scheduling pages with the meetings tool" that "if you're creating a round robin meeting, on the Welcome tab, you can choose to display the contact owner's scheduling page. If you don't want to prioritize the contact owner's scheduling page, skip to the Schedule tab.".

On this post here "Using Workflows to set Contact Lifecycle Stage", there is the solution from karstenkoehler that suggests using workflows to set the contacts lifecycle stage that might be of interest too.

I'd like to ask our top experts to share their experience here: Hi @danmoyle, @Franci and @Alex_Elborn do you have suggestions to help @EMcGrath, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much 🌟 and have a fantastic day!

Best,
Bérangère

Re: Questions About Using Landing Pages and Lead Routing

danmoyle — Wed, 08 Nov 2023 13:41:58 GMT

Thanks for the tag @BérangèreL - I agree that yes it's possible with these resources to show you how, @EMcGrath.

Keep in mind that creating smart content like landing page content based on list membership requires that the prospect has interacted with your website (and therefore the tracking code) so that they're cookied. If they haven't been cookied, but they're on a list, it will not matter and they'll see the default content. I just like to call that out.

Otherwise, it sounds like you can use a landing page for the demo, and once they fill out a form the thank you message (or thank you page) can help funnel them to the right BDR.

Re: Questions About Using Landing Pages and Lead Routing

EMcGrath — Wed, 08 Nov 2023 13:44:28 GMT

Thanks @danmoyle ! Any thoughts on how we could get them assigned to a BDR, then get them to that BDR's landing page? Our thoughts in doing this are speed to demo, while also making sure our lead distribution for inbound is even for our BDRs and keeping existing assignments in mind.

Re: Questions About Using Landing Pages and Lead Routing

danmoyle — Tue, 14 Nov 2023 13:26:47 GMT

@EMcGrath after assigning to a BDR, it would take a HubSpot workflow and email to get them to a landing page specific to said BDR. I don't know of a way, with standard HubSpot tools, to make it happen instantaneously. Maybe serverless functions and some custom coding, but that's out of my wheelhouse.