Engage: Editing the Advanced settings of your CTA

Each of your CTA's have available settings for display contents, lead forms, confirmation messages, and notifications

Any time you create a new CTA, you'll want to make sure you take the time to set the following: 

  • Design: Your CTA may need text adjustments and/or image adjustments 

  • The Condition Trigger: Choose from exit intent, delay by milliseconds, or show on scroll percentage

  • The Appearance: This controls the manner in which the CTA is shown. CTA's can fade in, slide in or appear instantly. 

  • The Lead Form: Specialty and standard forms are available. Each Form has settings available for the fields, social buttons, and button styling

  • The Notifications: If you are not using a CRM for your lead followup, you may want to add a user notification via email when this form is submitted.  

  • The Tags: Add tags as needed for use with routing to your favorite CRMs

  • The Submit Action: Choose from a redirect to any url (like a thank you page), or a confirmation message of your choosing to display on screen after the form has been submitted. 

 

As you click on the edit CTA button, the AgentFire Editor will open.

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As you enter the AgentFire Editor, you will notice up to 4 icons on the top left side: Design, Settings, Lead Form and Target. Let's cover each tab and their options.

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Design

Your CTA will have editable features, which include settings like an adjustable title, images, font sizes, colors and more.  Adjust these as needed to your preferences. 

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Settings

The Trigger Type:

 Choose how this CTA will be triggered on the page.  

  • Show on scroll position: Show after the page is scrolled this % of the way down the page (enter the value to the Conditions Value tab example: 50 is 50%)

  • Show after delay: CTA will be displayed after a delay counted in milliseconds. (enter the value to the Conditions Value tab example: 8000 is 8 seconds)

  • Exit intent: CTA will be displayed when cursor exits the browser window

Show on scroll position: Show after the page is scrolled this % of the way down the page (enter the value to the Conditions Value tab example: 50 is 50%)

Show after delay: CTA will be displayed after a delay counted in milliseconds. (enter the value to the Conditions Value tab example: 8000 is 8 seconds)

Exit intent: CTA will be displayed when cursor exits the browser window

The Trigger Value:

Decide when this CTA will appear on the page. You can use a percentage for the scroll trigger type, or you can use milliseconds for the delay trigger type.

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The Appearance: 

Decide how this CTA will appear on the page. You may select from fade in, or slide in options.

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Position:

You can control the CTA to appear on the left or right side of your page.

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The Lead Form 

Click on the Lead Form Box to view it's available settings.  

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The Tags: 

Tags are additional data that will be provided with your administrative lead notifications and included in the output for routing to a CRM.  If you like to track your lead sources and plan to filter for buyers, sellers, or a specific page for tracking purposes, you may add tags with any text you need. You can find this option in the Form Notifications section in the Toolbar. 


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The Submit Action: 

When a user submits your form included in your CTA, you will want to decide how this user will be notified that the form was submitted successfully.  Choose from: 

  • Redirect to a URL: This can be used to send users to a specific or generic thank you page, or to any other confirmation page, service, or outbound url that you like. 

  • Show confirmation message: The CTA will replace the form body with the text you provide, and will allow the user to close it afterwards and return to what they were doing. 

Redirect to a URL: This can be used to send users to a specific or generic thank you page, or to any other confirmation page, service, or outbound URL that you like. 

Show confirmation message: The CTA will replace the form body with the text you provide and will allow the user to close it afterwards and return to what they were doing.Screenshot 2024-10-20 at 8.01.54 PM

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Appearance:

Enabling the Advanced Form/Button Styling allows you to customize their respective colors, borders, placeholders, etc.


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Notifications: 

Optionally add a user notification if your CTA requires one and you do not plan to use a CRM for the confirmation or follow ups used with this lead. 

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Target

 Click on the Target icon to set the pages/posts where your CTA will appear.

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You can choose/target a specific Neighborhood Guide or all Neighborhood Guides, same rules applies to every all type of pages.

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