Creating and Editing CTAS

A Step-by-Step Guide to Creating and Editing CTAs in HubSpot

Introduction:

HubSpot CTAs (Calls-to-Action) are essential for guiding visitors and driving conversions on your website. This guide will walk you through the process of creating and editing CTAs using the current HubSpot CTA tool, reflecting the latest updates.

1. Finding the CTA Tool:

• Login: Log into your HubSpot account using your credentials.
• Navigation: In the left-hand sidebar, navigate to "Marketing" and then select "CTAs." This will take you to the CTA dashboard.

2. Creating a New CTA:

• "Create" Button: Click the "Create" button in the top right corner.
• Choose CTA Type:
  • Select either the "Pop-ups" tab or the "Embeds and Buttons" tab.
  • Pop-ups: Includes Banner, Pop-up box, and Slide-In.
  • Embeds and Buttons: Includes Embedded and Embedded Image.
• Template Selection: Choose a template based on the type of CTA you want to create.

3. Designing Your CTA:

• Add Elements: In the left panel, within the "Add" tab, click and drag elements directly into the right panel of the editor.
• Edit Elements: Click on an element to edit its content and design within the left panel.
• Content Tab: Use the "Content" tab to manage and edit elements, including leveraging AI assistants for rich text elements.
• Design Tab: Use the "Design" tab to customize your CTA's appearance, including position, sizing, layout, styles, background, and close options.
• HTML CTAs: For custom HTML CTAs, use the "Start from scratch" option and configure advanced options, including custom CSS.
• Link Options: Set the link URL and choose the destination (email, file, meeting link, page, URL, or another CTA).

4. Targeting and Activation:

• Targeting Tab: Configure when and where your CTA displays.
  • Set activation triggers (button click, page scroll, exit intent, elapsed time, inactivity).
  • Define website URL targeting (specific URLs or query parameters).
  • Target visitors based on information and behavior.
  • Set exclusion rules.
• Display Frequency: Set how often the CTA is shown.

5. CTA Options:

• Options Tab:
  • Hide the CTA on small screen sizes.
  • Associate the CTA with a campaign (Marketing Hub Professional or Enterprise).
  • Configure click tracking (redirect or browser).
  • Schedule when the CTA displays.

6. Publishing Your CTA:

• Review and Publish: Click "Review and publish" in the top right corner.
• Publish Now: Review your CTA and click "Publish now."

7. Important Notes:

• Ensure mobile responsiveness.
• Use clear and concise text.
• Utilize smart content for personalized CTAs.
• Use A/B testing to improve results.

8. Additional Help:

• HubSpot's help resources are available for further assistance. Use the help search bar to find answers to specific questions.
• You can also search for 'CTAs' in the Hubspot Academy to access video tutorials and guides - https://app.hubspot.com/academy/23487903/results?search=CTAs

9. Growth Opportunities:

• Personalize CTAs based on visitor behavior.
• Analyze CTA performance.
• Integrate CTAs with workflows.