Add a Call to Action (CTA) section to prompt buyers to respond, navigate to a specific tab, open an external resource, or submit a request. Use CTA buttons to drive the next step without sending another email. Receive a notification when a buyer clicks a pre-set response, either by email or Slack (if you connect Slack). Configure CTA buttons to match your brand colors so they match the rest of your Room experience.
Prerequisites & Requirements
Plan: All plans.
Permissions: Any user with access to a room
Technical Specs: To send notifications to Slack -> Must connect to Slack integration (per-user integration).
How to add a CTA section to a Room
Open the Room.
Click Add section (➕).
Select Call to Action (CTA).
Add the buttons you want (see button types below).
Save your changes.
CTA button types and when to use them
Can Response Button:
Use this button to offer a pre-written response buyers can click.
Aligned notifies you when a buyer clicks it (email or Slack).
What the Buyer sees: The buyer clicks the button and sends the pre-set response.
Open a Tab Button
Use this button to send buyers to a specific tab in the Room (for example, pricing or proposal).
What the Buyer sees: The buyer clicks the button and lands on the target tab.
External Link Button
Use this button to open an external resource (for example, API docs).
What the Buyer sees: The buyer clicks the button and opens the external link in a new browser tab.
Request Button
Use this button to collect questions or requests from buyers inside the Room.
Aligned opens a pop-up so the buyer can type the request.
What the Buyer sees: The buyer clicks the button, types the request in a pop-up, and submits it.
How to receive CTA notifications in Slack
Go to My Account → Settings → Integrations.
Click Connect next to Slack integration.
Choose where to send notifications:
Aligned app in Slack (personal notifications), or
A Slack channel (team visibility).
Manage Room notification routing when needed:
Click the gear icon next to the Room title.
Open Notifications and choose Slack delivery options.
Troubleshooting & Error States
Q: I didn’t get Slack notifications after a buyer clicked a CTA button.
Answer: You need to connect Slack integration in My Account → Settings → Integrations, then select a channel or Slack app delivery.
Q: I want CTA alerts only for me, not my whole team.
Answer: In Slack setup, choose Aligned app in Slack (personal notifications).
Q: I want buyers to navigate to pricing from a CTA click.
Answer: You can add an Open a Tab Button and point it to your pricing tab.
Pro-Tips
Add one primary CTA above the fold (example: Open a Tab Button to Pricing) and one fallback CTA (example: Request Button for questions) so buyers always have a next move.
Route Can Response Button clicks to a shared Slack channel when you run deals as a pod (AE + SE + CSM) and want the whole team to act on buyer signals.