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 
  • Click on Communications > Setup
  • Click on the Preferences tab
  • Toggle to the right of Preferences and click on Edit



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.





Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk