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Adding Click-to-Call, Click-to-Text, and Click-to-Email Links and Buttons

This guide explains how to implement click-to-call, click-to-text, and click-to-email links and buttons within your CRM's website and funnel pages. These interactive elements allow visitors to initiate communication with a single click, significantly improving the user experience and increasing conversion rates, particularly on mobile devices.

Click-to-action links are special hyperlinks that trigger a specific function on the user's device. When a visitor clicks one, their device will automatically open the appropriate application—such as the phone dialer, SMS messaging app, or default email client—with relevant information pre-filled. Integrating these links into your web pages removes barriers to communication, making it effortless for leads to get in touch.

Key Advantages

  • Instant Action: Users can call, text, or email immediately without manually entering details.
  • Mobile Optimization: Tappable links are ideal for mobile users and can lead to higher engagement.
  • Automation Ready: These actions can be connected to trigger links, allowing you to launch automated workflows in your CRM when a link is clicked.
  • Design Flexibility: You can apply these links to standard text or to custom-designed button elements.

To create a text link that initiates a phone call:

  1. In the website or funnel builder, select the text you wish to turn into a link.
  2. Click the link icon in the editor's toolbar.
  3. In the link field, enter the phone number using the format: tel:+1234567890 (replace the number with your own).
  4. Save your changes and test the link, preferably on a mobile device.

To create a text link that opens an email:

  1. Select the desired text in the builder.
  2. Click the link icon.
  3. Enter the email address using the format: mailto:name@example.com.
  4. Save and test the link.

How to Add a Click-to-Call Button

To configure a button to initiate a phone call:

  1. Click on the button element within your page builder.
  2. In the settings panel on the right, locate the Button Actions section.
  3. From the Link to dropdown menu, select Call.
  4. Enter the phone number in the provided field.
  5. Save your changes and test the button's functionality.

How to Add a Click-to-Text Button

To set up a button that starts an SMS message:

  1. Select the button you want to edit.
  2. In the Button Actions settings, choose SMS from the Link to dropdown.
  3. Input the destination phone number.
  4. Save and test the button.

How to Add a Click-to-Email Button

To create a button that opens an email:

  1. Click on the button element.
  2. Under Button Actions, select Email from the Link to dropdown menu.
  3. Enter the recipient's email address.
  4. Save your settings and preview the page to ensure it works correctly.

Frequently Asked Questions

You can track clicks by using Trigger Links. When a trigger link is clicked, it can activate an automation workflow within your CRM, allowing you to log the interaction and perform follow-up actions.

What if a user's device doesn't support the click-to-action?

If a device does not recognize the link protocol (for example, an SMS link on a desktop computer), clicking it will have no effect. It is good practice to test your links on various devices and provide alternative contact information as a fallback.

No. Each link is designed for a single action. To offer multiple contact methods, you should create separate links or buttons for calling, texting, and emailing.

Yes. The website and funnel builder allows you to add hyperlinks to images and icons using the same process. This is commonly used for visual cues like phone or envelope icons.

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