This Easy Long Page White Paper is a long scrollable page that includes several interactive content elements including accordions and reveals tiles that help break up long content into easy to digest elements. Our Easy Quick Starts are designed to be easy to launch, regardless of skillset. Use this white paper to showcase key information from a more robust white paper as a way to entice users to complete a form to gain full access.
All Easy Quick Starts are designed to be launched quickly and with little to no training required.
Before you get started, you will need the following items on hand to bring your Quick Start to life:
- 2 Large or Medium sized images
- 6 Small images, such as iconography
- Copy/Content for each section
- Form Fields
- Data Export
1st step: If you don’t have a portfolio and campaign yet… create them first (:30 seconds)
When you first log in to the ion platform, you will more than likely find yourself at the dashboard page. From the dashboard, click on “portfolio” in the navigation and select the green plus sign found next to “your portfolio” and type the name of your portfolio! A “Portfolio” is a great way to keep your content organized and easy to locate in the future. For example, if you plan to run multiple campaigns promoting this White Paper (paid search, email, social) the portfolio can house all of those campaigns.
Once you have saved and named your portfolio, you can now add a campaign by clicking the green plus sign. Create a name for your campaign folder and then add your corporate website in the “Fallback URL” field which is where traffic will be re-routed to should this campaign ever go offline).
2nd step: Download the Easy Longe Page White Paper from the Quick Start cloud (:30 seconds)
Within your campaign, click the green plus sign to add a new creative.
Place the internal name of your White Paper in the label field. It is important to note that this label will not be visible to your users, so you can select a name that will be used internally.
This section will default to the Quick Starts tab. The top drop down labeled “Quick Start Cloud” should remain untouched. The second drop down showcases all of the Quick Start categories. For the Easy Long Page White Paper you will want to select the “Easy Quick Starts”. Click on the Easy Long Page White Paper thumbnail.
Important tip: Before you save this creative from the cloud, it may be beneficial to “preview” the functionality. When you preview an experience you are able to see what it looks like, how it functions and how the content is arranged. Sometimes when you are in the creative editor, things may look different than they do in the final product (this is because the pages are responsive, and the layout is impacted by the size of the screen).
Once you select the Easy Long Page White Paper hit save to begin!
When you hit save, just note that it may take a few seconds to download the quick start into your console. Once the White Paper has downloaded you will find yourself on the Creative Management tab of the White Paper.
3rd step: Apply your brand theme to the White Paper pages (:10 seconds)
On the creative management page of your White Paper located within the right side panel, you will see a drop down that is labeled “theme”. From that drop down select your brand theme. A theme includes all of your branding requirements such as logo, colors, fonts, etc. This step must happen before you can take the White Paper live and it’s a best practice to do so before you begin adding your content.
Don’t see your company’s brand theme in the drop down?
If you are not yet an ion customer and are in a demo or sandbox account, you won’t see your brand’s theme. You can however, select the Spokes theme to demo the experience.
If you are a customer, are in your company’s ion console and you still don’t see your theme, contact your ion customer success manager. More than likely, you’re a brand new customer and we are in the process of adding your theme to your console.
4th step: Let’s add your content! (20-50 minutes)
Each section of the experience can be updated by double clicking on the element.
An accordion is leveraged to break up content into a digestible format and encourage engagement with the user.
Reveal tiles are leveraged to encourage users to interact with key stats or points to learn more about the topic.
A simple form located in the footer can be leveraged to download an asset or request to be contacted.
Optional step: Download the data collected from your White Paper and lead form
You can download a .csv file of your white paper and lead data at any time! From your campaign screen, locate the Campaign Resources area in the upper right section of the page, click “Export RespondentsExportthe export page, enter a date range to see white paper data from all visitors. Hit the export button and download your file (this file may take a moment to generate).
If you haven’t been trained by an ion trainer, here are some important tips for your success:
Easy Quick Starts are meant to be used exactly as they have been built.
We don’t recommend adding/removing pages, adding/removing sections of content, adding/removing questions & page elements, or moving elements of the pages. If you need to do that, we recommend a training session, or training series, with an ion customer success trainer.
If you need an assistance while you're building the experience, don't hesitate to use in platform chat at any time.