Overview
The Call to Action button, or CTA button, is an effective tool that encourages your employees to take action from the content experience after they have viewed journey content describing their choices. The CTA button generally links to a URL outside of Tivian Communicate XI.
Appearing below the media after it has been viewed or played, the CTA button can be configured to take an employee to a registration site, or to another website to provide further information.
You can edit CTAs in one of two ways: individually, through the Action tab of each individual piece of content’s settings; or through the bulk CTA editor, which allows you to view all of your CTAs and edit them all from one place.
You must be added to a Communicate Journey team and hold the permission status of Owner or Editor to create and edit Call to Action buttons. Read more about team access and permissions here.
Information
Where is the Bulk CTA Editor?
To access the Bulk CTA editor, navigate to the Journey that has the content that you want the CTAs of. Near the top of the interface, you’ll see the Setup section; the CTA Buttons and Feedback settings are in the box on the right.
Setting the Default CTA
Journeys, if they haven’t been configured by a member of our staff, do not come with a default CTA. You can configure this setting by clicking on the Set default CTA link. The Set Defaults dialog box has the following controls:
CTA Button Text: The text that shows on the button.
URL: The address of the webpage or resource that you’d like the button to link to. (The URL must be a full URL that includes the protocol header, such as https:// for web pages, or mailto: for email links.)
Schedule CTA availability:
- Toggle: Enables or disables the scheduling of the default CTA’s visibility. (If the CTA for a piece of content is set to Default and this is enabled, the CTA will only be visible inbetween the start and end dates, inclusive of the dates shown.)
- Start Date: Define a start date for the availability of your default CTA, in MM/DD/YY format. This is disabled if the toggle is off.
- End Date: Define an end date for the availability of your default CTA, in MM/DD/YY format. (The end date is the last day that the CTA is visible; the CTA will not be visible on the day after.) This is disabled if the toggle is off.
Default rating question: Input a default question to use for ratings.
Once you’re done with editing your default CTA and optionally its scheduling, click on Save. (If you’d like to cancel and revert any changes you’ve made, click on the Cancel button.)
Managing CTAs through the Bulk CTA Editor
The Bulk CTA Editor screen is where you can see all of your CTAs at a glance, allowing you to more easily edit your content’s CTAs from one convenient panel instead of accessing the Actions tab in each individual piece of content. (You can still edit the CTAs of individual pieces of content through their respective Settings windows, in the Actions tab.)
On the top of the interface are two buttons:
Edit Default CTA: This will bring you to the Set Defaults screen, detailed in the section above.
Apply Default CTA to All: This will apply and enable the default CTA on all pieces of content.
Below that is a list of all of your content. You can click on any of the headers to sort by that header in ascending order. When a header is selected, you can click on the same header in order to toggle between ascending and descending sort. The columns are as follows:
Content Title: The name of the piece of content.
Type: The type of content. (A ▶ Play button indicates a video; a ???? document button indicates a PDF; a four-square icon indicates an image.)
Enable CTA Toggle: The left position indicates a disabled state; the right position indicates an enabled state. If the toggle is disabled, none of the following columns will populate, indicating that the CTA is turned off.
CTA Type: Default or Custom.
CTA Text: The text label on the button that shows up after a piece of content is viewed.
Destination URL: The address of the webpage or resource that you’d like the button to link to. (The URL must be a full URL that includes the protocol header, such as https:// for web pages, or mailto: for email links.)
Schedule Availability: If the CTA is set to Default, then this will show On or Off; if the CTA is set to Custom, then this will show a toggle. The left position indicates a disabled state; the right position indicates an enabled state. If the toggle is disabled, the date columns will not be populated, indicating that scheduling is turned off.
Start Date: The start date for the availability of this content’s CTA.
End Date: The end date for the availability of this content’s CTA. (The end date is the last day that the CTA is visible; the CTA will not be visible on the day after.)
To edit the CTA, in the row that has the piece of content whose CTA you would like to edit, click on the Edit pencil on the right-hand side.
To be able to edit, you must have the CTA enabled (in its right position) and the CTA set to Custom. Otherwise, the CTA will be set to the default. (If there is no default CTA and the CTA is enabled, the interface will remind you to set a default CTA. You can ignore this and set up a custom CTA if you would like.)
Once you are satisfied with the changes, click on Save. (If you’d like to cancel and revert any changes you’ve made, click on the Cancel button.)
FAQ
- Who can edit Call to Action buttons?
- Only members of the Communicate Journey team with Owner or Editor permissions can create or edit CTAs.
- What is the Bulk CTA Editor used for?
- The Bulk CTA Editor allows you to view and manage all CTAs for your Journey content in one convenient panel, enabling efficient bulk editing.
- How do I set a default CTA?
- Navigate to the Journey’s Setup section, click “Set default CTA,” and configure the button text, URL, and availability schedule.