A CTA (stands for Call-to-Action) is an image or line of text that prompts your visitors, leads, and customers to take action. It is, quite literally, a "call" to take an "action".
The action you want people to take could be anything; download a PDF, sign up for a webinar, subscribe to a newsletter, to name a few. A CTA can be placed anywhere in your marketing - on your website, in an ebook, in an email, or even at the end of a blog post.
In the Email Composer CTA's can be made through adding a Link, hyperlink, or Link Button to an Article, and by adding an Image, RSVP or Poll widget.
In the Landing Pages module, you can use a CTA Form widget to create a form and submit button.
CTA Form Widget
In the Landing Page module, you will see the CTA form widget. This widget allows the user to create and customise a subscription form.
This form can be customised with fields from the Mail house's Custom Fields. A Custom Field is used as data storage for any 'questions' you want to ask on the form. Note: Email Address is a mandatory field for CTA Forms.
To create the Form, a Mail Group is selected for the contacts to be added to.
When the form is submitted, the contact will see a Thank you message displayed on the page. Alternatively, a URL can be provided for the 'Submit' button, so you can link to a different "Thank you" page or website.
In the CTA Form editor you will have these options below:
Form Intro (1-3)
The general form presentation elements, such as the Heading and introduction text, can be edited in the Landing Page editor, at the top of the CTA Form Widget settings area.
1. Heading
Where you customise the title of the Form.
2. Introductory text
Where you can enter a short description about the form.
3. Refresh Form Fields
Make sure to "Refresh the Form Fields" if you have edited and added new single choice values for a Custom Field in the Mail House in order for the changes to reflect on the CTA Form.
Form Questions (4-5)
The questions/answers on your form are stored directly in the Mail House, by using Custom Fields. To add a question to your Form, an appropriate Custom Field must exist/be created to hold the data.
Questions can be added to the form via the 'Add Field' button.
Each question on the form can be given a Display Name (question name as it appears on the page) and a Display Type (available display options will depend on the Custom Field Type used for the question).
4. Fields and Paragraph
Appearance
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Form Style - You can choose from Side to side or Full width. You will be able to choose the style of the box where you would capture the details of end users.
- Side to Side Width - You will be able to adjust the size of the box if you select the Side to side option.
Form Questions
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Display Name - Fields can also have different display names. To change it, simply click into the field and update it.
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Field - This the name of the standard or custom field in the Mail House for this specific field.
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Type - You can either select Single Line, Text Area or Checkbox.
Single Line- A single line field will be displayed.
Text Area- a larger box for text is available.
Checkbox- A square checkbox will be displayed next to the name of the field. This can be
ticked or unticked by end users. -
Mandatory - You can click on the (x) mark to make certain fields mandatory till it becomes a check mark. Your end users won't be able to skip this field when they fill out the form.
- Hidden - allow a custom input to be attributed subscriptions made through your form. By setting a custom value, subscribers who fill this out this form will have the hidden field's custom value recorded in their profile. Find out more here.
Add Field and Paragraph
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Re-arranging the fields - You can drag the
icon up and down, to the left of the Display name, to re-arrange the order your fields / questions.
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Add field / Create new question - You can add existing Custom Fields in your CTA form block by clicking on the Add Field button. To create a brand new custom field, please refer to our guide here.
- Add Paragraph: Add a text section within your form. The paragraphs can be re-arranged to appear in between questions the form or at the end, before the submit button. For example, a paragraph can be used to add Hyperlinks to the 'terms and conditions' page.
5. Button Text
This fields let you customise the button text.
Form Functions (6-8)
Form functions such as the Mail Group destination and the Thank You page can be edited at the bottom of the CTA Form Widget settings.
These functions dictate what actions are taken when a person 'submits' the form.
6. Mail Group
Select the mail group(s) you'd like to add the subscribers to. To create a new Mail Group click into the ADD New Mail Group Button.
You can select multiple Mail Groups if you want subscribers from this page to be added to other lists. To do this, click the drop-down menu and type the name of an existing Mail Group. Click the Mail Group name to add it (a check mark will appear). To remove it, click the name again until the check mark disappears.
7. Data Fields Options
While this is checked, if the landing page is shared via an Email Composer document, all applicable fields are pre-populated with the recipient's details. This is determined by their email address and the information that has been stored under that particular profile. Note that browser cache may also affect this feature.
8. Thank-you message
There are two possible options for when someone clicks to 'Submit' the form. This is called the 'Thank you message':
- Simple text message: Add a simple string of text that is shown on the page after a form submission. i.e. 'Thank you for subscribing.'
- Page or URL redirect: The forms 'Submit' button will redirect to a separate landing page / external page. If this field is left blank, the form will use the default plain thank you page.
To add your own custom thank you page, create a new landing page, activate it and paste the web URL in the field below.
Optional functions (9-12)
The below features are optional for the CTA Form to function. However the 'Double Opt-in' is recommended for reliable verification and to avoid bot behaviour.
9. ReCaptcha
Checking this will require the subscriber to validate their subscription with the "I am human" checkbox. Online submission forms can be prone to automated attacks through robots, whereby forms are submitted a number of times. To combat this, enable the ReCaptcha feature for CTA and Events Desk registration forms.
Note: The ReCaptcha section will not display in the Editor - it will visible when previewing, testing and on the live page.
10. Double Opt-in (Recommended)
Checking this will require the subscriber to verify their email address. This will ensure that bots are not subscribing to your form freely without verifying through a specific link sent to their email addresses.
You will be able to customise the subject line of the email, and the contents that will appear in there.
11. Notifications
Check this option to nominate an email address that will receive notifications that a new contact has submitted the form.
12. Campaign Builder Tracking
Any existing campaigns that have been created in Campaign Builder, you will be able to link the CTA form to that campaign.
Check the "link this document to a campaign" checkbox, and select the existing campaigns via the dropdown.
Note: Once your landing page has been set up, it's time to activate it. Follow this link here to activate a landing page.
Related Articles:
- If you are intending to create a subscription page for future subscribers, please follow these steps here.
- Double-option feature can be enabled within a CTA form. Instructions on that feature can be found here.
- Setting up a CTA form for the first time? Get notified of new subscribers by enabling the notification option. Steps on that can be found here.
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