Once CTA per session

Marketing & Content Hub Lists, Lead Scoring & Workflows
2

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:

  1. Marketing > Lead Capture
  2. 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
  3. Choose Contact’s List Membership
  4. Select Contact List You Create Below
    • For now just choose a default list. You will have to come back and update this.
  5. Click Next
  6. Now customize the CTA for those visitors
  7. Click Next
  8. Name & Add Url/redirect type
  9. Save
  10. 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):

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

Now go back to your CTA.

  1. Actions > Edit
  2. Click Edit on CTA 1 & Change Smart List
  3. Resave CTA
  4. 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!