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How to Use the Call to Action Section in Aligned
How to Use the Call to Action Section in Aligned
Harriet Shakked avatar
Written by Harriet Shakked
Updated over 10 months ago

How to Use the Call to Action Section in Aligned

This feature is designed to foster collaboration with your prospects and clients, making it an essential tool for Sales Development Representatives (SDRs), Product Development Representatives (PDRs), Account Executives (AEs), and Customer Success Managers.

What is the CTA Section?

The CTA section is your go-to feature for engaging prospects directly from your Aligned room. It allows you to customize interaction buttons with your brand's colors, making it a seamless part of your presentation or proposal.

Types of Engagement Buttons

Aligned offers four primary ways to engage your audience through the CTA section:

1. Can Response Button: This button is designed to prompt your prospect with a predetermined response. It simplifies the interaction for your prospect by providing them with a ready-to-select option that, when clicked, sends you a notification via email or Slack. This is particularly useful for guiding the conversation in a direction that benefits both parties.

2. Open a Tab Button: Use this button to guide prospects to different tabs within your Aligned room, such as your pricing page or product proposals. It's a direct way to lead your audience to the most relevant information, based on the context of your interaction.

3. External Link Button: This button can link to any external resource, such as your API documentation or pricing information. It opens a new tab for your prospect, allowing them to explore additional details outside of your Aligned room.

4. Request Button: This interactive button invites your prospect to submit a query or request further information directly. It opens a pop-up window where they can type their question, providing you with valuable insights into their needs or concerns.

The CTA section is a powerful tool in your Aligned room, designed to make the interaction between you and your prospects as effective and engaging as possible. By customizing your CTA buttons to fit your brand and the specific needs of your audience, you can significantly enhance the collaboration process.

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