Legacy In-App - Dynamic CTAs Configuration

Overview

Dynamic CTAs enable you to:

• Control who can access specific integrations
• Show different actions based on integration status
• Customize the user experience based on account tier
• Manage integration lifecycle (setup, disable, etc.)

💡

Tip

CTAs are evaluated in position order - the first matching CTA will be displayed to the user.

Configuration Access

1. Navigate to your integration listing:

Listings > Edit > Partner CTAs

2. Each CTA configuration includes:
   • Button text
   • Action type
   • Display conditions
   • Integration status requirements

CTA Types

URL CTAs

Direct users to external pages or specific sections of your application.

Lead Form CTAs

Capture user information before proceeding with integration.

App Notification CTAs

Trigger custom actions in your application.

Common Use Cases

Condition Configuration

User-Based Conditions

• Role/Type
• Region
• Custom field values

Account-Based Conditions

• Tier
• Status
• Custom field values

Integration Status Conditions

• Active
• Inactive
• Pending
• Custom statuses

Best Practices

Button Configuration

• Use clear, action-oriented button text
• Order CTAs from most to least specific
• Provide appropriate feedback for disabled states

Condition Management

• Keep conditions simple and logical
• Test all combination scenarios
• Document condition requirements

User Experience

• Ensure logical button progression
• Maintain consistent styling
• Provide clear next steps

Testing Checklist

• Verify each condition combination
• Test with different user types
• Validate across account tiers
• Check integration status transitions
• Confirm button ordering logic
• Test disabled states
• Verify action triggers
• Check mobile display

Validation Worksheet

Use this template to plan your CTA configuration:

CTA Name: _____________________
Type: □ URL □ Lead Form □ App Notification
Location: □ Primary □ Secondary
Status Requirements: _____________________

User Conditions:
□ Role: _________________
□ Region: _______________
□ Custom Field: _________

Account Conditions:
□ Tier: _________________
□ Status: _______________
□ Custom Field: _________

Troubleshooting

Common issues and solutions:

• CTA not appearing: Check condition order and specificity
• Wrong CTA showing: Verify condition hierarchy
• Action not triggering: Validate destination configuration
• Missing options: Confirm user/account field values