Final answer:
To create a smart Call-to-Action (CTA) based on lifecycle stage in your marketing platform, follow these steps: navigate to the CTA section, create a smart CTA and add rules based on lifecycle stages, choose the default CTA, review the rules, and analyze the performance.
Step-by-step explanation:
Creating a smart Call-to-Action (CTA) based on lifecycle stage is a digital process in your marketing platform. Here are the steps to follow:
- From your Dashboard, navigate to Content > Calls-to-Action.
- Click on the down arrow on Create a smart CTA button and choose Create a Smart CTA.
- In the window that pops up, click on the Lifecycle Stage button to create a CTA based on a visitor's lifecycle stage. Then select the Create Smart CTA button to complete the process.
- In the next pop-up window, choose the CTA that you want to use as your default CTA.
- Now add a smart rule for your CTA so that your CTA is displayed to contacts who are in a certain lifecycle stage.
- Choose the lifecycle stages that you want to include in this rule from the drop-down menu. Feel free to add as many as you like.
- When you're done selecting lifecycle stages, click the Create Smart Rule button.
- Choose which CTA you want to use for visitors who fit the new rule.
- Take a minute to review the smart CTA rules that you just set up.
- Analyze the performance of your new smart CTA.