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CTA based on Workflow criteria

PZimathies
Contributor

Hello Everyone, 

 

Is it possible with the new CTAs (especially the embedded type) to only show them based on specific filter criteria? 

 

Ideally would be to include this in worklfows. For example if a contact visits a specific page and they are female with an age between 20-40 then show them the embedded CTA.

 

Thanks for all answers.

0 Upvotes
1 Accepted solution
CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Hi @PZimathies ,

You can create a list that gathers contacts with certain criteria, and then use it in the "Targeting" options of the CTA (this is valid for most of the CTA's now available). 

 

If you are using a simple button on a HS Landing Page this could also be done using smart content. You could create a list to filter the criterias, and add a Smart Rule for the CTA. 

 

Hope this helps. 

 

 

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

View solution in original post

0 Upvotes
2 Replies 2
CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Hi @PZimathies ,

You can create a list that gathers contacts with certain criteria, and then use it in the "Targeting" options of the CTA (this is valid for most of the CTA's now available). 

 

If you are using a simple button on a HS Landing Page this could also be done using smart content. You could create a list to filter the criterias, and add a Smart Rule for the CTA. 

 

Hope this helps. 

 

 

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
0 Upvotes
PZimathies
Contributor

Hello Catarina, 

 

thanks for the quick help. Unfortunately the Targeting Option isn't available for the embedded CTA Templates. There i just have edit and options: 

Bildschirmfoto 2023-09-13 um 13.29.27.png

 

I would guess there isn't a way to make this easily working also for the embedded Templates?

0 Upvotes