CTA configurations by “Who will see the CTA”
Since TrenDemon is tracking all visitors that are coming to your website, we also track who completed one or more of your business goals that you defined, what source did they come from and what is their status on your Marketing Automation or SalesForce platform you are running.
In this post, we will explain how to use each one of these configurations to help you define who will see the CTA.
Define CTA’s by Goals
In each CTA you create, you can configure who will see it by the goals that the visitors reached.
For example – If one of your goals is “Request a Demo” and you want to create a CTA that will increase the amount of conversions for this goal, you would not want that visitors, who reached this goal, to see it. therefore, you can configure in the CTA, “Show this CTA to all visitors ‘except’ visitors that already reached this goal.
- This works the same by ‘Include’ by goal/s,
- In case you choose to ‘exclude/Include’ 2 goals or more, it means that only visitors that completed both goals will see the CTA
Define CTA’s by Source
Basically, this works the same as defining by goals, you can choose to include/exclude a specific source, UTM source or UTM campaign.
Example: Let’s say you are running an email campaign, that the action for your users is to request a demo. You can set a CTA that will appear on your website only to users that got to your website from this campaign.
Define CTA’s by the status of your leads from your Marketing automation CRM
By integrating your Marketing Automation to your TrenDemon account, we can query about leads from your lists and/or fields and present the CTA just to a specific group of leads. In the “Fields and lists”, you can define who will see (or not see ) the CTA. For example, you can choose to present a CTA only to leads by the “HubSpot Score” and add the value of the field. You can choose from the drop-down menu any field, the same goes for lists. Choose a list from the drop-down menu and the CTA will only be presented to that list.
You can choose multi fields for each CTA as well and add a rule if all conditions are met or at least one.