Manage your calls-to-action (CTAs)

Review and manage your CTAs from your CTA index page. You can create and save views, take action on specific CTAs, and export your CTA data.

Review your CTAs 

1. In your HubSpot account, navigate to Marketing > CTAs.
2. On the CTAs dashboard, you can find a list of your CTAs.
3. To display a specific view on the CTAs page, in the top right, click + Add View. Then, select the view. 
4. To filter your CTAs:
   • In the top left, click Advanced filters. Then, click + Add filter. 
   • Continue setting up your filter.
5. To save the current filters and settings, in the top right, click Save view:
   • To update the filters and settings for the current view, click Save.

• • To save these filters and settings as a new view, click Save as new. In the dialog box, enter a view name, select a visibility setting, then click Save.

  • To reset the current view to its original saved filters, select Reset. This will remove any new filters you've applied to it.
     

6. To sort your CTAs, click any of the column headings.
7. To edit the columns displayed in the table:
   • In the top right, click Actions. Then, select Edit columns. 

   • In the dialog box, on the left, select the checkboxes next to the properties you want to appear in the table.

   • On the right, use the drag handle to drag and drop properties to reorder the columns.
   • To remove a property from the table, click x next to the property. 
   • Click Apply.
      

8. To review the design of each CTA in detail, you can also display your CTA views in gallery mode:
   • At the top, click a view.
   • In the top right, click the dropdown menu and select Gallery.
      

• • To customize the fields that appear for each CTA that appears in gallery mode:

• • • In the top right, click the Actions dropdown menu. Then, select Customize gallery.
    • In the right panel, click Add property + to include up to eight different CTA properties and metrics that will appear under each CTA. When you're done adding properties, click Apply.
       

Manage individual CTAs

To manage and take action on specific CTAs: 

1. In your HubSpot account, navigate to Marketing > CTAs.
2. Hover over the CTA that you'd like to manage and click Action. Then, select from the following: 
   • Summarize (BETA): use copilot to summarize key information and insights on your CTA. Learn more about using Breeze copilot. 
   • View performance: review the performance of your CTA. Learn more about analyzing CTA performance. 
   • View details: review additional details such as the CTA's type, create date, locations, associated campaign, and more. 
   • Manage access: allow or limit access to your CTA. Learn more about managing access to your content. 
   • Clone: clone a duplicate copy of your CTA to use as a starting point for a new CTA. 
   • Preview: preview the display of your CTA. 
   • Delete: delete your CTA. To restore your deleted CTA, reach out to HubSpot support. The CTA will be permanently deleted in 90 days. 
   • Archive: archive your CTA. 

Export your CTA data:

To export your CTA data such as clicks, views, associated campaigns, and link data:

1. In your HubSpot account, navigate to Marketing > CTAs.
2. On the CTAs dashboard, you can find a list of your CTAs. In the top right, click Actions. Then, select Export data. 
    

3. In the dialog box, click the File format dropdown menu and select a format. You can export your CTA data in a csv, xls, or xlsx file.  

4. Configure the Analytics Date Range date picker to select a date range for your data export. 
5. Click Export. The file will be sent to your default user email address. It will contain data for all CTAs such as clicks, views, associated campaigns, and link data.