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Add a Call-to-Action (CTA) button to customer emails

Table of contents

Overview

You can add a call-to-action (CTA) button to your automated customer emails by copying the HTML from a preloaded automated campaign [communication profiles] and reuse it in your own profile, with optional customization for styling and text.

Instructions

Follow these steps to copy and customize a CTA button in your email notifications.

  1. Browse the preloaded automated campaigns in your account and find a CTA style you like.
    Demo communication profiles showing emails with CTA buttons
  2. Duplicate the automated campaign that contains your preferred CTA via Actions → Duplicate.
    Actions menu with the duplicate option highlighted for a communication profile
  3. Open the new automated campaign you just created.
    Duplicate communication profile opened for editing
  4. Open the notification that contains the CTA button using Actions → Edit.
    Edit action for the notification with an existing CTA
  5. Open the email source code by clicking the source code icon (<>) in the editor toolbar.
    Email editor toolbar with the source code button highlighted
  6. Copy the CTA’s HTML block — select all the code from the opening tag of the CTA container element to its closing tag, which wraps both the button styling and the link.
    Source code view highlighting the CTA HTML section to copy
  7. Open your own automated campaign where you want to add the CTA by clicking Actions > Edit
    List of your communication profiles ready for editing
  8. Add a new notification (or edit an existing one) in that profile.
    Add notification button in a communication profile
  9. Open the email source code in your notification’s editor (<>) and prepare to paste the CTA HTML.
    Email editor with source code panel opened in your notification
  10. Paste the CTA source code you copied from the other campaign into your email HTML.
    Pasting CTA HTML block into your email source
  11. Optional — Advanced: Customize the CTA styles and content directly in the source code. You can change any of the following:
    • Background color
    • Font color
    • Font size
    • Destination link (placeholder URL)
    • Button text/wording
    • Other inline styles consistent with your brand

    Editable CTA properties within the source code editor
  12. Click OK to apply source edits, then Save the notification.

The takeaway

Adding a CTA button to your automated emails encourages recipients to take action directly from the notification. Once you have copied the CTA HTML from a preloaded automated campaign and pasted it into your own communication profile, you can tailor the styles and wording to match your brand.