Adding a CTA

CTAs are very simple to understand. A CTA can be a button or a text field.

With the CTA Tree, you can create branching paths and funnels to guide users through different flows.

Step 1: Go to the Add CTA Page Open this page: CTA Page. You will see the CTA Tree on the right side. Click Add CTA to add a new node to the tree.

Step 2: Choose a CTA Type When you click Add CTA, a modal will appear with all the CTA options:

  • Redirect to URL – Opens a specified URL on click.

  • Play another Video – Redirects to another video when clicked.

  • Record a Video Response – Allows users to record a video response on click.

  • Capture Data – Collects data from the user during interaction.

  • Book a Calendar – Opens a calendar booking form inside the widget.

  • Embed Website – Displays a website inside an IFrame within the widget.

  • Custom Code – Executes custom JavaScript code when clicked.

  • Download File – Triggers a file download on click.

  • Dial a Number – Dials a phone number when the CTA is clicked.

  • Send an Email – Opens the user's email client to send an email.

  • Close the Widget – Closes the widget on click.

  • Input Field – Adds an input field to the funnel. Specify an element ID, e.g., email_address, which can then be referenced in other CTAs or webhook bodies using {{email_address}}.

  • Connect to a PopHub – Connects to another PopHub widget, allowing branching and funneling for advanced user journeys. Learn more about creating a funnel effect 🚀.

  • Chat with AI – Opens an Answerly Chat within the widget to interact with AI.

Step 3: Understand the Tree The CTA Tree lets you organize CTAs in a flexible, branching structure:

  • Each node is a CTA.

  • Siblings are nodes on the same level, representing multiple options the user can select at the same step.

  • Children are nodes that appear after a parent CTA, creating subsequent steps in the funnel.

Think of it like a flowchart: users move from one node to the next, and each node can open multiple paths depending on your setup.

Step 4: Build a Flow Here’s an example using some of the CTA types:

  1. Add an Input Field node to collect an email (root node).

  2. Add two siblings:

    • Play another Video

    • Book a Calendar

  3. Add children nodes for each sibling if needed:

    • Play another Video → child: Book a Calendar and Redirect to URL

This setup demonstrates how the tree gives you full flexibility to create branching paths and funnels.

Branching Tips

  • Plan your flow first: Decide what actions should be siblings and what should be children.

  • Use siblings for parallel options: Add multiple CTAs on the same step when users can choose between them.

  • Use children for follow-up actions: Attach subsequent steps to a parent CTA for branching.

  • Combine different CTA types: Mix input fields, redirects, videos, and calendar bookings to create rich, interactive flows.

  • Visualize the flow: Use the tree view to make sure each branch is clear and logical.

  • Test your branches: Walk through each path to ensure users experience the intended sequence of CTAs.

And that's it! You now have CTA trees with branching to engage your customers like never before! 🚀


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