A call-to-action (CTA) is the button recipients see below your SalesMail video, such as Schedule a Visit or Schedule an Assessment.  Adding a CTA gives your viewers a clear next step and can help turn video views into actions.

SalesMail is introducing CTA Suggestions in the SalesMail Portal first to help us evaluate how well they work and get your feedback. If all goes well, we may add CTA Suggestions to the mobile app in the future.

When you share a video without a CTA, SalesMail may suggest one for you, making it easier to add a relevant next step for your viewers without having to start from scratch.

How does SalesMail choose a CTA?

SalesMail uses one of two types of suggestions, starting with the most personalized option.

1. A CTA from your library

When possible, SalesMail uses AI to recommend the most fitting CTA button that you've already created and saved in your CTA Library. Recommendations will show up at the bottom of the share page and give you an option to Skip or Add.

For example:

This is the most personalized suggestion because it uses a CTA you've already set up, including the destination link.

Click Add to apply the suggested CTA to your video immediately.

Click Skip if you don't want to add it. The suggestion will not appear again for that video.

2. A recommended CTA to add based on your video 

If SalesMail doesn't find a matching CTA already in your library, it may suggest a CTA to add based on your video's category.

For example:

Want to add a call-to-action like "Schedule a Visit"? Takes 30 seconds.

Click Add CTA to open the CTA form with the recommended CTA Display text (e.g. "Schedule a Visit") already filled in. You'll provide the CTA URL - the website users will visit when they click the button.  Simply open another browser tab, navigate to the site you want the button to link to, copy the URL from the address bar and then paste it into the CTA URL field in the form.  When you save it, the new CTA will be added to your library and applied to the video.

Click Skip if you don't want to add a CTA. This suggestion can appear again when you share another video.

How long will it take to see a CTA suggestion?

CTA Suggestions are analyzed after your video uploads and our system categorizes the video, generates a video name, etc.  If we identify a suggested CTA, it will show up at the bottom of the portal window right about the same time you see the AI-generated video name show up.  For longer videos, this may take several seconds. 

If SalesMail can't determine an appropriate recommendation, you won't see a CTA suggestion.

Why don't I see a CTA suggestion?

There are several reasons you may not see a suggestion:

• Your video already has a CTA.
• SalesMail hasn't finished analyzing your video yet.
• There isn't a matching CTA in your CTA library.
• Your video type doesn't have a recommended CTA. 

You can always add a CTA yourself from the Share screen if you want to give your viewers a specific next step.

Why should I add a CTA?

A CTA gives viewers an easy way to take the next step after watching your video. Depending on your goal, that might be scheduling a visit, setting up an assessment, applying, contacting your team, or taking another action.

If your video is intended to drive a specific action, adding a CTA is a simple way to make that next step clear.