HubSpot Ideas

GabbyS

Bulk replace CTAs

We've run into situations a few times now with clients where a CTA they have is no longer applicable. Most recently, a client had to remove an offer they have on their website, which had an accompaying CTA on 35 different blog posts. HubSpot said I would have to manually replace the CTA on all of those blog posts, or I suppose I could update the actual CTA to point to something different, but it would be nice to keep the old CTA for reporting/analytics purposes.

 

Instead, it would be incredibly helpful if there was an option to bulk replace the CTA that lives on those 35 blog posts with an already existing CTA. 

7 Replies
CobbleStoneS
Member

We've also run into this issue. We needed to mass replace a CTA for an event that already passed. It took hours to update blogs containing the CTA and a streamlined process for this with a CTA replacement tool would be helpful.

SaschaN
Participant

Same here. I need to replace about 500 of them! Support told me there need to be at least 150 upvotes that product team even takes it into consideration. So we will eventually never see this feature -> or we find 148 more upvotes. 😉

Tiff_Commonfund
Contributor

I agree completely! We are also implenting some new organizational things such as naming conventoins and I have to do them all manually!  A bulk update/upload would be very helpful.

TiagoP
Member

+1 This would be very helpful!

JMeisinger
Participant | Platinum Partner

This seems like it should be one of the primary functionalities of the CTA feature! To make it easy to bulk replace them as you publish new content.

LSivek
Participant

Agreed, 4 years later! Since HubSpot implemented the the new CTA platform and finally allowed the Legacy to be migrated, (a course of action I found to very implements in a very backward manner as far as order of operations), we have had nothing but problems and time spent resolving them.

 

We learned migrated CTAs: Replaced CTAs we had built more recently; Lost the corner settings  and text colors so they all became rectangles where many had round corners; the text background colors were changed to different shades, creating many CTAs that had white text ona  bright yellow or light blue background making them impossible to read. 

 

My best resolution so far: Redesigning each CTA in the current file to the standard button, which in most cases worked. That replaced them all on the locations. That did not solve all spacing issues since some of them were created with a different embedded template size. But it came close. 

 

We have hundreds of pages with multiple CTA buttons on them. It has so far taken me 24 working hours to resolve just half of them. This has been a huge waste of time and rescources caused by HubSpot's migration programming. We can't be the only small business using HubSpot that has a small marketing department. 

 

ESantibanez6
Member

The reason why it has so few upvotes is that this feature exists technically under a professional license. 

 

Instead of creating a new CTA each time, you can create one embed for example, and use it dynamically. 

 

Here is how it works:

Open the CTA for Editing

  • Navigate to Marketing > Lead Capture > CTAs in HubSpot.
  • Locate the CTA you want to edit and click to open it in the editor.

 

Enable Smart Rules

  • In the editor, look for the Smart Rules option in the left-hand panel (as shown in the screenshot).
  • Click + Add Smart Rules to begin segmenting your CTA.

 

Set Targeting Criteria

  • Choose how you want to segment visitors using the available options, such as:
    • Contact Lifecycle Stage: Tailor CTAs based on whether the visitor is a subscriber, lead, or customer.
    • Country: Serve region-specific offers.
    • Referral Source: Customize the CTA based on how the visitor arrived at the site (e.g., via social media, email, or organic search).
    • Device Type: Adjust for desktop or mobile users.
    • Etc.

 

Define the Variations

  • For each segment, customize the text, design, or offer displayed in the CTA:
    • Example 1: Subscribers might see a free guide like “Download Our Free Dashboard Optimization Guide.”
    • Example 2: Leads could see an offer like “Book a Free Strategy Session.”
    • Example 3: General Visitors can see a default CTA like “Subscribe for Expert Tips.”

 

Save the Smart Rules

  • Once you’ve defined the rules and variations, save the CTA.

 

Embed the CTA

  • Insert the CTA into your blog or page templates using HubSpot’s drag-and-drop editor.
  • The CTA will automatically display the correct variation based on the rules you’ve set.