Create an CTA
Create
Section titled “Create”- Open the Call To Action tab.
- Launch the creation.
- Enter the visible wording.
- Choose the action.
- Find out its destination or value.
- Choose a style: main, secondary, success, danger or warning.
- Define his position.
- Add at least one rule.
- Record.
Prepare the destination
Section titled “Prepare the destination”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.
- Create a conversation corresponding to the rule;
- verify that the CTA appears;
- click;
- control the destination;
- 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 form
Demande de démonstration; - style : main ;
- position: after the answer which presents the offer;
- **rules:**intention lead or reservation, with keyword
démo.
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.