Courses → How to create and launch embedded CTAs

How to create and launch embedded CTAs

Jonathan Denney

Co-Founder & CTO of ConvertFlow

How to create and launch embedded CTAs

One of the call-to-action types you can create in ConvertFlow are "embedded CTAs".

Creating an embedded CTA

When creating a new CTA, scroll past the suggested template categories, then click to move your mouse over embedded CTAs to click through to see templates.

You'll be taken to the template gallery, filtered to only see embedded CTAs.

Browse and preview the templates to find the one you like, or use the filter tools on the left to refine your search.

Once you've found that looks like a good starting point for your CTA, click the "Use Template" button on the template and name your new CTA.

Customizing your embedded CTA

Once you've created your CTA, you'll be taken to the CTA builder.

Here you can quickly customize the CTA template. Edit the headlines, paragraph text, button text and the button's redirect settings.

Your embedded CTA can be content for your website as simple as a single button, form or headline, or as robust as a multi-step page section with a background video.

To learn more about using the drag-and-drop builder,  head here →

Adjusting the CTA width

Each embedded CTA template will come with a default CTA maximum width.

This can be adjusted by clicking to the "Settings" tab in the builder panel.

Here you'll be able to control the maximum width of your embedded CTA, as well as the direction it aligns when you place it on your site.

Pro tip: Use the 100% setting if you want your CTA to expand to the maximum width of the container on your site you plan to place it in.

Previewing your changes

Once you're done customizing the template, click to preview the CTA.

Then, you'll be able to preview and test out your CTA in a safe test environment. Testing your CTA doesn't count towards CTA stats, and it doesn't trigger automations.

Next, click "Launch" to control how you will display your embedded CTA on your site.

Here you can determine how and where you want your embedded CTA to display on your website.

Simple embed code

There are lots of cases where you'll want your embedded to always show on a page, regardless of who is viewing it.

In that case, you can display your embedded CTA on your page by clicking to copy the simple embed code. Place this on your website and your embedded CTA will begin to display!

Or, target your call-to-action

These are the controls you'll want to use if you're displaying your embedded CTA on your website in an area of your site where you may want other embedded CTAs to show, such as the sidebar area, or the bottom of your blog posts.

Instead of fiddling with embed codes for lots of CTAs, it's a much smoother workflow to use ConvertFlow's area snippets.  

Area snippets make it a breeze to display embedded CTAs at the right place and time, without having to revisit your website code, just like how you can with popups.

Plus, by using area snippets, you can target your embedded CTAs with any targeting condition you'd like.

Confirming your targeted CTA is displaying

With the ConvertFlow script placed on your website, and your CTA campaign launched, head to a page of your website where it should show.

Assuming you've selected an area and placed it's snippet on the page, your embedded CTA will show if the targeting conditions are met.

If your CTA isn't showing, click the blue ConvertFlow icon at the bottom left of your website to toggle the admin widget.

This helps you see what CTAs are targeting and why, or why not, by seeing which conditions were met.


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