Configuring “Who Will See The CTA”
TrenDemon tracks visitors who have completed one or more of your defined business goals, as well as the source through which they arrived at your site and their status according to your marketing automation or Salesforce platform.
In this post, we will explain how you can define who will see your CTAs.
Define CTAs By Goals
For each CTA you create, you can configure who will see it according to the goals that the visitor has or has not reached. For example, let’s say that one of your goals is “Request a Demo” and you want to increase the conversions for this goal. You do not want visitors who have already reached this goal to see it again. Therefore, you should configure the CTA to appear only to those who have not reached this goal, as follows:
- ‘Include’ by goal/s can be used in the same way.
- If you ‘Include/Exclude’ two or more goals, only visitors who completed both goals will see the CTA.
Define CTAs 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. You want these contacts to afterwards go to your website and see a CTA offering them a demo. You can set a CTA that will appear only to users who accessed your website by clicking a link in the email.
Define CTAs By Marketing Program Status
By integrating your marketing automation or CRM program with your TrenDemon account, you can link a customer’s lead status to their viewing of a CTA. In “Lists and Fields”, choose an entry from the drop-down menus; the CTA will only be presented to contacts who meet that requirement. For example, you can choose to present a CTA to leads according to their “HubSpot Score” by adding the desired value of the field:
You can choose multiple fields for each CTA and add a rule to meet all conditions or at least one.