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Setting Up ABM Page Generation

LiftPilot allows you to generate multiple personalized landing pages at scale.

Updated over 2 months ago

LiftPilot allows you to generate multiple personalized landing pages at scale, particularly for Account-Based Marketing (ABM) campaigns. This process involves using variables within a page template and providing data for those variables to generate unique pages.

Accessing ABM Generation Settings

The ABM generation settings are accessed from the page editor for a specific campaign or template.

  1. Open the campaign or template you want to use for ABM generation in the page editor.

  2. In the top navbar of the editor, find the section labeled "Landing Page Generation".

  3. If you haven't generated pages yet, this section will have a button labeled "Get Started". Click this button to open the ABM generation modal.

  4. If you have already generated pages, this section will show "Settings". Click this to reopen the modal and manage generated pages or add more.

ABM Generation Methods

The ABM modal provides two primary methods for generating pages: Clay (API) and CSV.

1. Generating Pages via Clay (API)

The "Clay" tab within the ABM modal is used for integrating page generation directly via API, often in conjunction with tools like Clay.com.

  • Endpoint URL: This section provides the API endpoint you will use to send data to LiftPilot. The URL includes the workspace ID and campaign ID (template ID): POST /api/admin/{workspace_id}/templates/{campaign_id}/pages. Copy the URL by clicking the Copy button.

  • Headers: To authenticate your API request, you need to include specific headers. These are:

    • "Accept": "application/json"

    • "Authorization": "Bearer {access_token}"

    • You can Generate New API Key directly from this interface.

    • There is a Copy button to easily copy the headers.

  • JSON Request Body: This section shows the structure of the data you need to send in the request body to create a new page. It's in JSON format.

    • It includes keys for page properties like "slug" and variable names used in the template (e.g., "primary-cta", "hero-heading", "hero-subheading", "hero-image", "heading-title", "number-of-brands", and "logo-1" through "logo-5"). The "slug" is a required field for creating and updating pages via the API. Slugs must contain only letters, numbers, and dashes.

    • You can Copy the JSON structure to use in your API requests.

    • Sending a valid request with the required data and headers will result in a 201 Created response, including the generated page's slug, variables, and URL.

2. Generating Pages via CSV Upload

The "CSV" tab allows you to generate multiple pages by uploading a CSV file containing data for your variables.

  • Download Starter CSV: You can click Download Starter CSV to get a template CSV file. This is pre-populated with columns corresponding to the variables in your template.

  • Upload Your CSV: You can Drag & drop or Choose your CSV file to upload. Once selected, the filename appears (e.g., "starter.csv").

  • Click the Upload button to initiate the page generation based on the data in your CSV.

  • After uploading, the system will process the file.

Managing Generated Pages & Messages

Once pages are generated (either via API or CSV), the ABM modal updates to show the results and options.

  • Number of new pages: A success message indicates how many new pages were generated (e.g., "Number of new pages: 3").

  • Missing Variables: If the data provided (via API or CSV) does not include values for all necessary variables defined in the template, a warning message will appear listing the missing variables (e.g., "Missing variables: hero-heading, hero-subheading"). Pages generated with missing variables will have a "Missing Variables" status in the page list.

  • View Records: This button redirects you to the Page List view. From the Page List, you can view, edit, or delete individual generated pages.

  • Delete Icon: This allows you to delete all created pages, requires confirmation.

  • Download All Your Data (Only for CSV upload): This button lets you download the data associated with the generated pages.

  • Add New Pages (Only for CSV upload): This button re-opens the generation options to add more pages using either the API or CSV method.

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