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BETA

Create pop-up calls-to-action (CTA) (BETA)

Last updated: November 8, 2022

In Beta

Applies to:

Marketing Hub Starter
CMS Hub Starter

Use the pop-up calls-to-action (CTA) tool to create banners or pop-ups to add to your HubSpot pages and attract new visitors. Then, drive traffic by directing visitors to specific pages, meeting links, or external URLs. 

Design your pop-up CTA

In the pop-up CTA editor, customize your pop-up CTA's design to attract visitors. 

  • In your HubSpot account, navigate to Marketing > Lead Capture > Pop-up CTAs.
  • In the top right, click Create.
  • You can create a new workflow from scratch or from a template:
    • To create a new pop-up CTA from a template, in the right panel, click HubSpot Templates. Then, select a template that matches your goals.  
    • To create a new pop-up CTA from a scratch, in the right panel, click Start from scratch. Then, select Sticky Banner or Pop-up box.   
      • Sticky Banner: a permanent banner fixed to the top or bottom of your page. The banner will remain as visitors scroll through your page.  
      • Pop-up box: a pop-up box that appears on a set schedule. 
  • In the left panel, from the Add tab, add elements and edit the layout for your pop-up CTA
    • To add more content to your pop-up CTA, click and drag a new element directly into the right panel of the calls-to-action editor. 
    • To modify your pop-up CTA's layout, hover over an element and click and drag it to a new position.
    • To duplicate the element, hover over the element and click the duplicateclone icon.
    • To delete the element, hover over the element and click the deletetrash can icon. 
    • To edit an element, click the element. In the left panel, you can edit the content and design of the element.
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TW - CTA

  • In the left panel, click the Content tab to manage your elements.  
    • To edit an element, click the name of the element. In the left panel, you can edit the content and design of the element.
    • To delete an element, hover over the element and click the deletetrash can icon
  • In the left panel, click the Design tab to customize and preview your pop-up CTA.
    • To customize the appearance of your pop-up CTA, click Sizing, Layout, Styles, or Background. Then, configure your changes in the left panel. For sticky banner type calls-to-action, you can select a top or bottom position.  
    • To preview your pop-up CTA on specific pages, click the Preview on specific page dropdown menu and select the HubSpot page to preview the pop-up CTA.  

Customize where and when your pop-up CTA displays

After setting up your pop-up CTA, target visitors by choosing when you want this pop-up CTA to appear on your site. Add filters to combine multiple sets of rules about which visitors see your pop-up CTA. Learn more about targeting rules.

Website URL

You can add conditional logic for specific webpage URLs and/or query parameter values. By default, the pop-up CTA will appear on all pages.

  • At the top, click the Targeting tab.
  • To show the pop-up CTA when a visitor is on a specific website URL, in the Website URL section
    • Click the first dropdown menu and select Website URL.
    • Click the second dropdown menu and select a targeting rule.
    • Enter your rule criteria in the text field.


  • To show the pop-up CTA when a visitor is on a website page whose URL includes specific query parameters:
    • Click the first dropdown menu and select Query parameter.
    • In the first text field, enter the query parameter name.
    • Click the dropdown and select a targeting rule.
    • In the second text field, enter the query parameter value.

  • To add another rule, click Add rule.
  • To exclude the calls-to-action from certain pages (e.g., a privacy policy page), click Add exclusion rule.

Visitor information and behavior (Optional)

You can also target your pop-up CTA to specific contacts based on known visitor information and behavior. The type of filtering rules you can add depends on your account's subscriptions. 

    • In the Visitor information and behavior (Optional) section, click the first dropdown menu to choose when visitors see your pop-up CTA.
    • Click the next dropdown menu to select your filtering rules.
    • To add more rules for when to show your pop-up CTA, click Add rule and select your filters.
  • Select when to hide the pop-up CTA
    • Click Add exclusion rule.
    • the first dropdown menu to choose when the pop-up CTA should be hidden. 
    • Click the next dropdown menu to select your filtering rules.
    • To add more rules for when to hide your pop-up CTA, click Add exclusion rule and select your filters.
  • To create another set of filtering rules, click Add filter group and select your filtering rules.

Activation triggers 

Select an activation trigger to determine when the pop-up CTA will display on your page. The pop-up CTA will appear once the first selected trigger is met. 

  •  In the How/When section, select the checkbox next to the activation triggers that you want to use:
    • On 50% page scroll: the pop-up CTA will appear when the visitor has scrolled halfway down the page.
    • On exit intent: the pop-up CTA will appear when the visitor moves their cursor to the top bar of the browser window.
    • After elapsed time x seconds: the pop-up CTA will appear after the specified amount of seconds.
    • Trigger on button click: the pop-up CTA will appear when a visitor clicks a button.  
      • To set up your trigger on an external page: 
        • Under the Trigger on button click section, click Code snippet.
        • In the dialog box, click Copy
        • Paste the embed code as the href in your button on your external website.

 
      • To set up your trigger on a HubSpot page: 
        • Select a button module on any HubSpot page.
        • In the left panel, click the Link to dropdown menu and select Call-to-action.
        • Click the Call-to-action dropdown menu and select an existing call-to-action.  
        • Continue setting up your button module.


Customize your pop-up CTA options

On the Options tabs, customize the option to display your pop-up CTA on small screen sizes or not. 

  • At the top, click the Options tab.
  • In the Small screen sizes section, toggle the switch off to hide the pop-up CTA on small screen sizes.  

Publish your pop-up CTA 

Once you've finished setting up your pop-up CTA, publish your pop-up CTA to take it live.   

  • In the top-right, click Review and publish.
  • In the right panel, review your pop-up CTA, then click Publish now. The pop-up CTA will be automatically published to the targeted pages. 

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