Building Landing Pages

Fund Flow's built-in page builder uses the Puck.js visual editor to let you create professional investor-facing landing pages without writing code. Pages can capture leads, embed deal summaries, collect contact info, and link directly to your investor portal.

Plan Limits

The number of published pages you can maintain depends on your subscription tier.

Creating a Page

1. Navigate to Marketing > Landing Pages in the main sidebar.
2. Click + New Page.
3. Enter a Page Title (used as the browser tab title and default H1) and a Slug (the URL path, e.g., multifamily-fund-2024).
4. Choose a Template (blank canvas, deal announcement, fund raise) or start from scratch.
5. Click Open Editor to launch the Puck visual editor.

Your page is auto-saved as a draft every 30 seconds while you edit.

The Visual Editor

The Puck editor uses a drag-and-drop block system. The left panel shows available blocks; the canvas shows the live preview; the right panel shows configuration options for the selected block.

Adding Blocks

Click any block in the left panel or drag it onto the canvas. Blocks snap to a vertical layout. You can reorder blocks by dragging the handle icon on the left edge of each block.

Configuring Blocks

Click any block on the canvas to select it. The right panel shows all editable properties — text, images, colors, links, and layout options.

Available Block Types

Hero Block

Full-width banner with headline, subheadline, background image or gradient, and a primary call-to-action button. Use this as the first block on every page.

Configuration options:

• Headline and subheadline text
• Background: solid color, gradient, or uploaded image (2 MB max)
• CTA button label, link target (URL, investor portal, or Form block anchor)
• Overlay opacity for readability over background images

Text Block

Rich-text content area with formatting support for headings, bold, italic, bullet lists, numbered lists, and inline links. Suitable for deal descriptions, executive summaries, and policy disclosures.

Form Block

Lead capture form that creates a new Contact in your CRM when submitted. Built-in fields include name, email, phone, and accreditation status.

Configuration options:

• Required vs. optional field toggles
• Success message or redirect URL after submission
• Tag to apply automatically to submitted contacts (e.g., landing-page-lead)
• Pipeline stage assignment for new contacts (default: Lead)

Features Block

Grid layout for listing key selling points, fund highlights, or property features. Each feature item has an icon (from a built-in icon library), a short title, and a description.

Testimonials Block

Carousel or grid of investor or partner quotes. Each testimonial includes quote text, attribution name, title/company, and an optional avatar image.

CTA Block

A focused call-to-action strip with a short headline and one or two buttons. Useful as a section break or page footer prompt.

Image Block

Single image or side-by-side image pair with optional captions. Supports uploaded images or external URLs. Maximum file size: 5 MB per image.

Video Block

Embeds a video via YouTube or Vimeo URL. The block renders a responsive iframe with an optional title caption. Direct video file uploads are not supported.

Lead Capture and Auto-Contact Creation

Every Form block submission triggers the following sequence:

1. Contact lookup — Fund Flow checks whether the submitted email exists.
2. Create or update — A new contact is created, or the existing record is updated with non-empty submitted values.
3. Tag assignment — The tag configured on the Form block is applied.
4. Stage assignment — The contact is moved to the configured pipeline stage (if the current stage is earlier in the funnel).
5. Notification — An in-app notification is sent to the page owner and any team members subscribed to "New Lead" alerts.

Analytics

Each page has a built-in analytics panel accessible from the Landing Pages list. Metrics update every 24 hours.

Publishing and Custom Domains

Publishing a Page

Toggle the Published switch in the page settings panel. Published pages are immediately accessible at:

https://app.fundflowos.com/p/[your-org-slug]/[page-slug]

Custom Domain

Professional plan operators can serve landing pages from a custom domain (e.g., invest.yourfirm.com).

1. Go to Settings > Custom Domain.
2. Enter your domain and click Verify.
3. Add the displayed CNAME record to your DNS provider.
4. Wait for DNS propagation (up to 48 hours), then click Activate.

Once active, all your landing pages are served from your custom domain automatically.

Frequently Asked Questions

Can I duplicate an existing page as a starting point? Yes — click the three-dot menu on any page in the list and select Duplicate. The copy starts as a draft with a copy-of- slug prefix.

Do landing pages work on mobile devices? All blocks are responsive by default. The editor shows a mobile preview toggle (phone icon) in the top toolbar so you can verify layout on small screens before publishing.

Can I password-protect a landing page? Password protection is available on the Professional plan. Enable it in Page Settings > Access and set a page password. Visitors see a gate screen before the page loads.

How do I delete a page? Archive it first (sets it to draft and frees the plan slot), then permanently delete it from the Archived tab. Deletion is irreversible — all associated analytics data is removed.

What happens to leads captured after I archive a page? Contacts created by a page's form remain in your CRM regardless of page status. Archiving a page only prevents new visitors from accessing it.