Buttons or Links Collecting Information

Marketing & Content Hub Email Marketing Tool
1

Hey everyone!
I’m wondering if anyone has experience with using CTA buttons or links in an email that would update a contact’s properties.
ie. When someone clicks the “I’m a Doctor” button in the email it would then update their contact property to reflect that information.
Thanks!

2

Hi @JAndre,

Yes, this approach works. Here’s what to consider:

  • The CTA should link to a generic thank you page, ‘Thank you for your confirmation’, for example.
  • The only reason to use a CTA from the CTA tool (instead of creating one directly in the email editor) would be if you have multiple of these buttons which could otherwise not be distinguised by HubSpot’s list and workflow filters. These filters only look at the destination URL. (Multiple options would require multiple thank you pages for differentiation. CTAs from the CTA tool can be filtered distinctly out of the box.)

This is what a contact-based workflow could look like (Menu > Automation > Workflows > Create workflow).

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Let me know if you have any additional or follow-up questions!

3

Hey Karsten,
This is incredibly helpful, thank you so much!

4

Hello

Is there’s a way to clear the property that store the clicked CTA? Ive Support tickets that send mail with 2 CTA for select the severity. It works fine.

The problem is that if a new ticket is open hubspot store the previous CTA answer and update the SEV as per the first answers

5

Hi there! I know that CTA’s are meant to be clicked and take you to a certain website landing page, but you may need able.to use zappier ot another A.I. source to internally list the profession in your contact list.