Leadpages Client Workspace Setup (Onboarding)

Leadpages Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace in the Leadpages dashboard

   Navigate to the 'Workspaces' section and select 'Create Workspace'. Name it after the client and assign the appropriate team members. This isolates client pages and settings.

2. 02

   Configure the workspace's custom domain

   In 'Domains', add the client's custom domain and verify it. For Pro and Business plans, SSL is included. Ensure the domain is connected before building pages.

3. 03

   Set up API access and webhooks

   Go to 'Account Settings' > 'Integrations' and enable API access. Generate an API token and configure webhooks to send lead data to your agency's CRM or automation tools like Zapier or HubSpot.

4. 04

   Invite client as a team member with limited permissions

   In 'Team', invite the client using their email. Assign a role that allows them to view analytics and approve pages but not alter core settings. This maintains control while keeping the client informed.

5. 05

   Create a client folder for assets and templates

   In 'Pages', create a folder named after the client. Upload their brand assets (logos, images, fonts) and save any approved page templates there for reuse.

6. 06

   Set up conversion tracking

   In 'Settings' > 'Tracking', add the client's Google Analytics and Facebook Pixel IDs. Also configure Google Ads and Meta Ads conversion tags if applicable, to enable Smart Traffic optimization later.

7. 07

   Run a test page generation

   Use the AI page builder with a sample prompt to generate a test page. Verify that the page renders correctly, the domain works, and the lead capture form delivers to the client's CRM. This confirms the entire pipeline before going live.