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Create an CTA

  1. Open the Call To Action tab.
  2. Launch the creation.
  3. Enter the visible wording.
  4. Choose the action.
  5. Find out its destination or value.
  6. Choose a style: main, secondary, success, danger or warning.
  7. Define his position.
  8. Add at least one rule.
  9. Record.

Check the format according to the action:

  • Full URL for an external link;
  • path for internal navigation;
  • text for sending a message;
  • e-mail address;
  • International phone number or WhatsApp;
  • active form for opening a form;
  • Event name agreed with the site for a personalized event.
  1. Create a conversation corresponding to the rule;
  2. verify that the CTA appears;
  3. click;
  4. control the destination;
  5. Return to the CTA tab and check the evolution of metrics.

Example: CTA demonstration request

Configure CTA as follows:

  • labelled:Demander une démonstration ; action: Open a form;
  • destination: active formDemande de démonstration ;
  • style : main ;
  • position: after the answer which presents the offer;
  • **rules:**intention lead or reservation, with keyworddémo.

The wording announces the result, the action opens the collection path directly and the rules limit the display to the relevant requests. Test a sentence like “I would like a demo” and then a general question about your rates: the first case must show the CTA, the second one must not trigger it automatically.