How do I set up my DealMaker Landing Page?

This guide will walk you through the process of creating and customizing a high-converting landing page for your investment offerings.

Welcome to Your Landing Page Editor!

This guide will walk you through the process of creating and customizing a high-converting landing page for your investment offerings. With our intuitive editor and pre-designed templates, you can easily build a professional page that showcases your deal and attracts potential investors.

Alongside the guide, below are a series of video walkthroughs to get you started:

• Getting started with a template
• Configuring your domain
• Configuring your checkout and communication board
• Finalizing your page URL and links

Let's get started!

Accessing the Landing Page Editor

To begin, you'll need to navigate to the landing page editor:

1. Login to your DealMaker account (https://app.dealmaker.tech/users/sign_in) 
2. Go to the "Deals" section of your dashboard.
3. Click on the deal for which you want to create a landing page.
4. Find the "Landing Pages" section in the deal menu. You will be presented with the template selector.

Selecting a Template

We offer two professionally designed templates to get you started quickly:

1. Click on your preferred template to select it. You may preview each template prior to selecting your template.
2. If you wish to create your own page without a base template to start, you may choose to create your own design.

Customizing Your Landing Page

Now comes the fun part! Let's customize your landing page to match your brand and effectively present your offering:

General Editing:

1. Click on any section of the page to edit its content directly.
2. Replace the placeholder text and images with your own compelling content.
3. Use the editing toolbar to format text, add links, and insert images or videos.

Header:

1. Upload your company logo to reinforce your brand identity.
2. Modify the navigation menu items to guide visitors through your site.
3. Ensure your contact information is up-to-date by changing the phone number and email address.

Hero Section:

1. Craft a strong headline and subheadline that clearly communicate your offering's value proposition.
2. Add a clear and enticing call to action that encourages visitors to invest.
3. Select a captivating background image or video to make a strong first impression.

Sections and Blocks:

1. Add, delete, or rearrange sections and blocks to structure your page for optimal flow and engagement.
2. Choose from a variety of pre-designed blocks, such as text, images, forms, and testimonials, to showcase your offering effectively.

SEC Filing and Offering Circular:

As part of your mandatory compliance requirements, you will need to include links to your SEC filings and your offering circular. On the landing page template we have provided, these items are already included and simply need the links updated. 

1. Click on the SEC Filing link in your landing page template. You will see a text editor appear over the link.
2. Click on the link 🔗 icon. You will see a popup editor to update the link. Insert the URL for your main EDGAR account page and click “OK” to save.
3. Now select the Offering Circular link in your landing page template.
4. Click on the link 🔗 icon to open the editor. Insert the URL for your offering circular on EDGAR. If you don’t have it while setting up your landing page, don’t forget to update the link once this has been filed by your counsel.

DealMaker Checkout:

Below the content of your landing page, your template will display an “Invest Now” section. This is where your DealMaker checkout will be embedded.

1. In the Invest Now section, remove the paragraph labelled {Insert OCI}.
2. From your content panel, drag the Embeddable Checkout component to the Invest Now section of your landing page. Once complete, you should see a button appear with the title “Configure embeddable checkout”.
3. Click on the button. You will see an update to your landing page noting that your embeddable checkout will display here.
   
   If you would like to view the configured checkout, save your updates and click “Preview”. This will take you to the staged version of your site with the checkout visible.

Discussion Board:

Near the bottom of your preset template, you will see a section labelled “Discussion”. This is where your Disqus communication channel will be embedded. The template header is already pre-configured to navigate investors to this section.

1. In the Discussion section, remove the paragraph labelled {Insert Discussion Component}.
2. From your content panel, drag the Embeddable Discussion component to the Discussion section of your landing page. Once complete, you should see a button appear with the title “Configure Disqus comments”.
3. Click on the button. A popup will appear requesting the shortname from your Disqus account. Input the shortname and hit “Save”.
   
   You will see an update to your landing page noting that your Disqus comment section will display here. If you would like to view the configured communication board, save your updates and click “Preview”. This will take you to the staged version of your site with the board visible.

Frequently asked questions:

As part of your offering, there are a series of frequently asked questions that need to be included in your landing page. The templates are pre-configured to direct investors to this section when they click on the FAQs section of your header or in the provided investor education link.

1. In the Discussion section, remove the paragraph labelled {Insert FAQS}.
2. From your content panel, drag the FAQs component to this section of your landing page. Once complete, you should see a button appear with the title “Configure Frequently Asked Question”.
3. Click on the button. A popup will appear requesting the question and answer. Input the responses and hit “Save”.
   
   You will see an update to your landing page displaying the configured question and a dropdown to view the response. There are no restrictions to the number of questions you can input; simply add the component and configure any additional FAQs on your page. 

Setting Up Your Domain and Page URL

Before finalizing your landing page setup, you have the option to use your own domain for the landing page. In order to host your landing page, we will need you to add a CNAME to your domain registrar so that we are able to host your domain.

A Canonical Name or CNAME record is a type of DNS record that maps an alias name to a true or canonical domain name. CNAME records are typically used to map a subdomain such as ‘www’ to the domain hosting that subdomain's content.

If you wish to do so, follow these steps:

1. Click on your company logo at the bottom left of your dashboard.
2. Select “Company Settings” and navigate to the “Domain configurations” tab.
3. Click on the "Add your domain" button.
4. Enter your host domain and subdomain.
5. Copy the provided CNAME value and add it to your DNS records. This will be done in your hosting provider (e.g. GoDaddy).
6. Click on the "Verify" button to confirm your domain. It may take a few minutes, and once it’s complete you will see the DNS status display as “Connected” and the SSL status display as “Enabled”.
   
   Now that this step is complete, your domain is configured and ready to be used in any of your deals on DealMaker.
7. Once the domain is configured, return to your deal overview section. You should see an “Edit Page URL” section that has your domain pre-configured. In the text box, enter the subdirectory for your landing page. This will ensure that your landing page is unique to this offering (e.g. invest.issuer.com/portal).
8. Now that you’ve saved your landing page URL, the link in your editor will update to point to your host domain.

Preview and Publish

Before going live, take a moment to review your work:

1. Click on the "Preview" button to see how your landing page looks to visitors.
2. Make any necessary adjustments to ensure everything is perfect.
3. When you're satisfied, click on the "Request to publish" button to notify your partners for a review before making your landing page live and accessible to the world!

Remember:

• Use high-quality images and videos to enhance visual appeal.
• You can always go back and edit your landing page at any time.
• If you have any questions or need further assistance, contact our support team.

Happy building!