Introduction

Generating leads is a critical component of business growth. Using the Landing Pages feature of MoEngage, we can create personalized web pages to capture user information. We can use the responses collected within MoEngage channels and other third-party platforms to ensure lead data is automatically synced for further nurturing and conversion. This integration is valuable for businesses to streamline lead management and enhance customer engagement.

We will accomplish this use case in three steps:

• Step 1: Create a landing page
• Step 2: Configure the form
• Step 3: View responses
• Step 4: Utilize responses

Expected Result

Users visiting the landing page will encounter a personalized form designed to collect essential contact information, such as email, first name, last name, and phone number. After they submit the form, the data is captured and available in the Response Submitted event and automatically sent to your platform, creating a new contact record. We can also utilize it in MoEngage to send SMS or other channels. This ensures that the lead information is readily available for follow-up actions, such as Email campaigns or sales outreach.

Step 1: Create a Landing Page

1. On the left navigation menu in the MoEngage dashboard, click Content, and then click Landing pages.
2. On the Landing pages page, click Create a landing page.
   
3. Enter a name for the landing page to identify and manage it easily, and select appropriate tags to categorize the page.
4. In the Content section, select the Lead Capture template from the pre-designed template options. This template is ideal for collecting contact information.
   

Step 2: Configure the Form

1. Locate the form elements within the landing page editor. The template includes default fields like Name, Email, and so on. You can add more form elements as desired. For more information on template elements, refer to Landing Page Editor.
   
2. For each input field in the form, map it to the corresponding user attribute in MoEngage. For example, map the Email Address field to the Email user attribute, the First Name field to the FirstName user attribute, and so on. Doing so ensures that their responses can be stored in these attributes and are readable. To do so:
   1. Click the field element and click the icon.
   2. Under Advanced, select the appropriate user attribute from the UserAttribute list. If you do not select any user attribute, the response will be mapped to the default unique ID, which is a 32-digit attribute.
      

   info

   Important To update an existing user's attributes with the form data (or to show personalized content), you must use the landing page URL within another MoEngage campaign (such as Email, SMS, or On-Site Messaging). When sent through a campaign, MoEngage automatically resolves the query parameter (moe_aid={{UserAttribute['aid']}}). This parameter contains the user's encrypted ID, which allows MoEngage to identify them and update their existing profile. If a user accesses the landing page URL directly (for example, from a browser or a link not sent via MoEngage), this ID parameter will be missing. As a result, MoEngage will not be able to resolve the aid, and a new anonymous user profile will be created upon form submission.

3. If a required user attribute does not exist, create a new one by following the steps outlined in Import User Data Using CSV.
   

   info	Information Prefilling the form with existing MoEngage attributes is not supported.

4. Configure the URL and settings of your landing page. For more information, refer here.
5. Click Publish to publish your landing page.

After the user visits the page and submits the filled-out form, the responses are saved in the Response Submitted event.

Step 3: View Responses

To view the responses and download them:

1. On the left navigation menu in the MoEngage dashboard, click Segment > Create segment.
2. Select the Filter users by option and click the User behavior tab.
3. Set the filters to Has executed response submitted at least one time in the last 30 days with the attribute as the Landing Page ID, as shown below.
   
   
4. Click Show count and then click Export users from the ellipsis menu against your query.
5. In the File name field, enter the desired name for your export.
6. In the User attribute list, select the attributes added on the landing page.
7. Click Export.
8. Check your email inbox and download the exported CSV file.
   
   

In the next step, we will utilize the responses for further engagement.

Step 4: Utilize Responses

Step 4.1: Within MoEngage

We can use the responses collected to send confirmation messages to users with event-triggered campaigns.

1. On the left navigation menu in the MoEngage Dashboard, click Engage and click Campaigns.
2. On the All campaigns page, click Create a campaign.
3. Under Outbound, click SMS and choose Event Triggered as the delivery type.
   
   
4. Give a name for your campaign and add tags.
5. In the Trigger criteria section, select the Response Submitted event with the attribute selected as Landing Page ID. You can select additional attribute filters based on the configured form in Step 2.
   
6. In the Select audience section, select All users.
7. Click Next to go to the Content section.
8. Type your SMS message in the Message section, personalizing it with form data like the user’s name.
   
   
9. Click Next and set the desired goals in the Schedule and Goals section.
10. Click Publish to activate.

For more information, refer to Create an SMS Campaign.

Step 4.2: In Third-Party Platforms

We can send the responses collected to third-party platforms. For this example, we will use HubSpot. Perform the following steps to create a connector campaign to send the response data to HubSpot:

1. Navigate to Engage > Campaigns in the MoEngage dashboard to create a new connector campaign. For more information, refer to Create a Connector Campaign.
2. On the All campaigns page, click + Create campaign.
3. Under Connectors, click Custom, and select Event Triggered.
   
4. Define your campaign with name and tags.
5. In the Trigger criteria section, set the condition to Has executed and select the Response submitted event, with the attribute set to Landing Page ID to trigger on form submissions from this specific page.
   
6. In the Select audience section, select All users and click Next.
7. In the Content section, follow the below steps:
   
   
   1. Under Method, select POST, as we are creating a new contact in HubSpot.
   2. In the Webhook URL field, enter your third-party platform's request URL. For HubSpot, we will use https://api.hubapi.com/crm/v3/objects/contacts/. For more information, refer to the HubSpot API documentation.
   3. Enter the URL Parameters and Headers by referring to your third-party platform's developer documentation.
   4. Under Body type, select Raw and provide the JSON payload to create a contact in HubSpot.
      
      JSON

      {
      "properties": {
      "email": "{{EventAttribute['Email']}}",
      "firstname": "{{EventAttribute['FirstName']}}",
      "phone": "{{EventAttribute['Phone']}}"
      }
      }

      This uses event attribute personalization to map the captured data to HubSpot properties, ensuring the data is correctly formatted for contact creation.

   5. Click Next.
8. Define the Schedule and Goals of the campaign as desired. For more information, refer here.
   
9. Click Publish to publish the campaign. This will activate the connector, which will send data to your third-party platform whenever a form is submitted on the landing page.

Verification

To verify the integration is working:

1. Visit the published landing page and submit the form with test data, such as a unique email address.
2. Check your HubSpot account under the Contacts section to ensure a new contact is created with the submitted information, confirming the data sync.

Conclusion

In this use case, we successfully created a landing page using the Lead Capture template to collect essential user information. We then utilized these responses within the SMS channel in MoEngage. We also configured an Event Triggered Connector campaign to automatically send these responses to HubSpot, streamlining the process of integrating lead data into a CRM system. Businesses can ensure real-time data sync by publishing both the landing page and the connector, reducing manual effort and improving lead-nurturing workflows.

To evaluate the effectiveness of this setup, you can track submission rates and conversion metrics in MoEngage while verifying new contact creation in HubSpot.