Placing a Form CTA

October 16, 2014 Uberflip Customer Success

Form CTA Placements allow you to position your calls-to-action in several areas across your Hub, making it easy to generate new leads and subscribers as well as to "gate" your premium content.

There are 4 placements you can make for Form CTAs on your Hub. They are: (1) Home/Latest Content, (2) Streams, (3) Items - Show Beside, and (4) Items - Overlay (Blocking)There are no limits on the number of placements you can make in your Hub and as a best practice we recommend using all four options as you build your Hub. 

Each placement option is outlined below in more detail.

 

 

(1) Home/Latest Content

Placing a Form CTA among your Latest Content is a great way to generate leads or subscribers from the place where most of your users will land for the first time. 

In the example below, you can see a Form CTA that asks visitors to sign up for a monthly newsletter is sitting among all the latest content on the Uberflip Hub. 

To place your Form CTA on your Home/Latest Content feed, click on the Placements tab when editing a Form CTA. By default, the Home/Latest Content placement will be disabled and you will not be able to make edits. To add and configure the placement, click the Enable button as shown below.

Once you've enabled the placement, you'll have the ability to configure a few options that tell that Form CTA where it should be placed among your Home/Latest Content feed. The following options refer to the screenshot below:

(1) Will Appear After Item...

Adjusting this number using the '+/-' buttons will allow you to position your Form CTA as a specific tile inside your Hub. For example, if you set this number at 3, the Form CTA would be the 4th tile in your Hub. 

(2) Repeat After Every...

Adjusting this number using the '+/-' buttons will allow you to leverage the Hub's infinite scroll feature by placing that same Form CTA at several points throughout your Hub's Home/Latest Content feed.

 

 

(2) Streams

Placing a Form CTA in a particular stream of content is a great way to generate leads in the proper context. As a best practice, Form CTAs in a Stream-level placement should speak explicitly to the content in that Stream.

In the example below, you can see a Form CTA that has been placed in the Uberflip blog Stream. The Form CTA asks users to sign up for a monthly newsletter and is surrounded by blog content they could expect to receive if they signed up for that monthly newsletter. Context is king!

To place your Form CTA in a Stream, navigate to the Placements tab when editing your Form CTA. Step 1 is to click the blue Add New Placement Button. Step 2 is to select a Stream of content from your Hub to apply to placement to on the popup that will appear.

Once you've selected the right Stream, you'll see a list of configuration options very similar to the options you had when placing your Form CTA on your Home/Latest Content feed. The following options refer to the screenshot below: 

(1) Will Appear After Item...

Adjusting this number using the '+/-' buttons will allow you to position your Form CTA as a specific tile inside your Stream. For example, if you set this number at 3, the Form CTA would be the 4th tile in the Stream. 

(2) Repeat After Every...

Adjusting this number using the '+/-' buttons will allow you to leverage the Hub's default infinite scroll feature by placing the same Form CTA at several points throughout your Stream.

(3) Disable & Delete 

At any time you can choose to disable or delete your Form CTA from this view. Disabling your Form CTA will temporarily hide and inactivate it, while deleting your Form CTA will remove it, and all of its associated Metrics, from your Hub forever.

Keep reading below to learn more about Item Level placements.

 

 

(3) Items - Show Beside

Using Form CTAs in Show Beside placements is a great way to generate subscriptions to a newsletter or blog. They appear to the right of your content in the place of a traditional sidebar call-to-action or blog subscription form. 

As you can see in the below example, Show Beside Form CTAs are a great and passive way to generate newsletter or blog subscribers. 

To place your Form CTA in a Show Beside placement for items, just navigate to the Placements tab when editing your Form CTA. Below the "Repeat after every..." line, you'll see the option to enable the Show Beside placement by checking the box.

Please note that this placement will apply to every item inside the Stream where it is placed. Unless you're using the CTA Variations feature, you'll need to ensure that any Form CTAs in Show Beside placements can speak to every item in that particular Stream. Translation: keep it general!  

If you're wondering why a Form CTA no longer appears in a Show Beside placement, chances are that a user has filled out every applicable form field on that Form CTA.

 

 

(4) Items - Overlay (Blocking) 

Overlay (Blocking) Form CTAs are an effective way to "gate" your content and generate leads. They're much quicker to create than traditional landing pages, much easier for your users to navigate than traditional landing pages, and can convert at much higher rates than traditional landing pages. Overlay (Blocking) Form CTAs are particularly well suited for "gating" premium content like eBooks, whitepapers, webinars, and more. 

As you can see in the below example, rather then sending users to a landing page with several onerous steps, the user instead sees a very unimposing Form CTA that hovers on top of a piece of content.

To place your Form CTA in an Overlay Placement, navigate to the Placements tab when editing your Form CTA. Below the "Repeat after every..." line, you'll see the option to enable the Overlay (block) placement by checking the box (step 1).

Once you've enabled the Overlay (block) placement, a new group of configuration options will appear underneath. Each is explained in more detail below: 

(2) Items - 'All or Select'

You can choose to apply your Form CTA as a "gate" to either All pieces of content in the placement Stream or to a Select few pieces inside the Stream. You may want to do this, for example, if you have an eBook stream but only wish to gate a few of the eBooks in that Stream. If you click the Select option, a popup will appear that will allow you to select the Items from the Stream to "gate".

Once you've selected the Items to gate, click Done to proceed.

(3) Initial Delay 

You can choose to be passive in how you ask your visitors to fill out a Form CTA by setting an initial delay of anywhere from 5 to 90 seconds. This delay allows your users to consume some of your content before the Form CTA pops up on top of the content. This can be an excellent option if you've placed a Form CTA on blog posts to try to generate blog subscriptions.

(4) Allow Dismissal 

You can also allow your users to dismiss a Form CTA without filling it out. This will allow the user to go back to consuming the piece of content they wish to access. This can be a great option for top-of-the-funnel content like blog posts or videos. For premium content like eBooks or whitepapers it is usually best left unchecked.

If you choose enable the Allow Dismissal option, you'll need to configure when the user should see this CTA again. You can pick from a range of time-based options or choose to not show the CTA to the user until they view another page or come back to your Hub during another session. 

(5) Show Item body

NEW! When using Overlay Form CTAs to gate Flipbooks and Videos, you can now choose to blur just the Flipbook or Video itself, instead of the entire Hub page.

Underneath the Allow dismissal option, you'll see a box for Show Item bodyJust check the box to enable the feature.

The screenshot below shows how this feature changes the appearance of an Overlay Form CTA for your users.

That's it! You've successfully placed your Form CTAs throughout your Hub and are well on your way to generating more leads and subscribers. 

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