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Create and Manage Landing Page Categories

Article: 000050853
Updated: July 25, 2024

Create new categories and move landing page funnels in and out of categories

The  map.png  Landing Pages section of Lead Gen & CRM is where landing pages and funnels can be built and managed. A funnel is a series or sequence of landing pages.

Pages go in funnels, and funnels can be put into categories for internal organization.

Learn how to create categories and move funnels in and out of categories.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  

 

Creating New Categories

A funnel is a series or sequence of landing pages. For example, you might create the funnel Products with the URL products.domain.com. Then, you can create pages within that funnel.

Funnels are required in order to create individual landing pages. In Lead Gen & CRM, you can group similar funnels and landing pages together in a category, for internal organization. 

To create new categories for funnels:

  1. Click map.png  Landing Pages in the left toolbar.
  2. Click  cog.png  Options > New Funnel Category.

    Click Options New Funnel Category

     

  3. Enter a category name.
  4. Click Create Category.

     


 

Moving Funnels Between Categories

To move funnels of pages from one category to another, start from  map.png  Landing Pages in Lead Gen & CRM's left toolbar. 

  1. Hover over the funnel and then click on the funnel's  Manage button. 

    Click the Funnel's Manage Button

     

  2. Select Move to..., then select the desired category to move to from the list. 

    Select Move to then the desired category

     

  3. To see the funnels in a specific category, select the desired category from the All Categories dropdown menu.

    Filter by clicking the blue All Categories button

     


 

Deleting Categories

To delete a category, it must first be empty of all funnels. Start from  map.png  Landing Pages in Lead Gen & CRM's left toolbar. 

  1. Use the Category filter to select the category you want to remove.

    Click the blue category filter button

     

  2. If there are any funnels within the category, hover over the funnel and click the  Manage button.

    Hover over funnel and click Manage three dots

     

  3. Select a new category to move the funnel into. 
    Note: Once your category is emptied, you may need to refresh the page before you can continue. 


    Select the new Category to move to

     

  4. Click the Delete button. 

    Click the Blue X Delete button

     

  5. Confirm that you want to delete the category. 

    Click the red OK button
 


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