Email Marketing Tool

JAndre
Participant

Buttons or Links Collecting Information

Résolue

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!

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Buttons or Links Collecting Information

Résolue

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).

 

karstenkoehler_0-1675402203003.png

 

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Réponses
ALewis13
Participant

Buttons or Links Collecting Information

Résolue

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.

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Buttons or Links Collecting Information

Résolue

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).

 

karstenkoehler_0-1675402203003.png

 

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JAndre
Participant

Buttons or Links Collecting Information

Résolue

Hey Karsten,

This is incredibly helpful, thank you so much! 

0 Votes