Setting Up the Call To Action Buttons on my Newsletter and Greetings

Wendy Claypool -


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

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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.

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