Once CTA per session

RicardoCampos — Thu, 02 Jul 2020 08:33:04 GMT

Hi! We want to show only once CTA per session. I can´t find that option on menu. Any ideas?

Ex. If I visit my home, the CTA number 001 will show only 1 time for today. If I visit again in less than 3 hours, the CTA number 002 will show at the moment.

Thanks!

Re: Once CTA per session

DAnaGuiloff — Thu, 02 Jul 2020 15:37:11 GMT

Hi.

You can create a Smart CTA (if you have Marketing Pro/Enterprise) that is based on Contact's List Membership that will allow you to display a different CTA based on # of days/weeks ago they have seen a version of a CTA, not necessarily based hours/minutes passed or number of sessions.

You can use quantity of or Days/weeks since Page View, CTA View/Click, Form Submission....lots of different criteria. For the below example, I used 1 day since CTA viewed. Feel free to modify to what meets your needs.

Here is HubSpot's knowledege article.

Here is my simplified version of it, with your example in mind:

Marketing > Lead Capture
Create a new CTA or choose an existing one
- NEW: Create your CTA > Next > Add URL of CTA/Rest of CTA Details > Save > Create Smart Version
- EXISTING: Actions > Create Smart Version
Choose Contact's List Membership
Select Contact List You Create Below
- For now just choose a default list. You will have to come back and update this.
Click Next
Now customize the CTA for those visitors
Click Next
Name & Add Url/redirect type
Save
Add another version
- If you are working with more than a default and 1 version you can Reorder Rules to say which is displayed in what order (ONLY if you have more than 2 displayed CTAs)

Create Lists Based on CTA Views Since Days/Weeks (assuming 1 day for this example):

Contacts > Lists
Create List
Name Active List
Filter Type = Calls-to-action
Choose The Default CTA you created above (this is CTA #1) and that contact has seen this version of the cta
Refine the filter condition by date is more than 1 days ago (or whatever you want it to be)
Apply filter
Save List
Repeat, replacing CTA #1 for the Default, if you have another version.

Now go back to your CTA.

Actions > Edit
Click Edit on CTA #1 & Change Smart List
Resave CTA
Repeat for CTA #2, using the CTA #1 Viewed List (if desired)...

Yes, you can create the default and add the smart rules AFTER you create the lists, but creating the CTAs first is just a way to organize your CTAs visually before adding the lists. Both work the same just depends on the order you want to take.

Hope this helps you get closer to what you are looking to accomplish. Have a great day!

Re: Once CTA per session

RicardoCampos — Mon, 06 Jul 2020 06:55:04 GMT

Thanks so much! Great answer!

Very useful 🙂

Re: Once CTA per session

DAnaGuiloff — Mon, 06 Jul 2020 14:48:54 GMT

My pleasure, glad it helped out!

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