You can now integrate call to action (CTA) buttons on your outgoing communications to stimulate year-round activity for referrals, reviews and contacts.

  • Login to your website admin at https://portal.clientwhys.com

  • Click on Communications > Setup

  • Click on the Preferences tab

  • Toggle to the right of Preferences and click on Edit

CTA_setup.jpg

You can flag any or all of the following preferences -

  • "Questions" Call to Action Button - This will link directly to your website Contact Us page.

  • "Appointments" Call to Action Button - This links to the ClientWhys Online appointment calendar (third party calendars are not applicable)

  • "Reviews" Call to Action Button - This will link to your live Taxbuzz page.

  • "Refer Us" Call to Action Button - Links to the Send Us a Referral page on your website. (Click here for instructions on setting up the Send a Referral page)

Click Save Changes.

You will now see the CTAs on your email newsletters and greetings.

2017-05-16_1254.png
Did this answer your question?