Get Started: Use Form CTAs to capture leads


Learn about Form CTA tiles: what they are, what they do, and how to use them.

What are CTA tiles in Uberflip?

You're probably familiar with the concept of calls-to-action (CTAs), which urge your visitors to take an action that brings them into (or advances them through) your funnel. CTAs are an essential marketing tool, which is why they're also an integral part of Uberflip. While your pages allow you to showcase your content and create great experiences around it, CTAs are how you leverage that content to generate leads and drive conversions.

Most commonly, CTAs on the web come in the form of banners, buttons, and forms. In Uberflip, we combine these concepts to present CTAs as a specialty tile. They look similar to Item tiles, but encourage the user to either fill out a form or click a link.

CTA tiles are designed to be eye-catching: they have bold graphics and colors, a large tagline, and a prominent button or text field to indicate that visitors can interact with them.

There are two types of CTA tiles: Form CTAs and Link CTAs. This article outlines Form CTAs specifically, but if you want to learn more about Link CTAs, check out: Link CTAs explained


How do Form CTA tiles work?

Form CTA tiles look similar to Item tiles at first glance, but Form CTA Tiles differ in how visitors interact with them, how they can be styled, and how they are placed.

Form CTAs prompted action is to fill out a form. The purpose of a Form CTA is to collect information from visitors to generate leads.


What do Form CTAs look like?

Form CTAs have a basic layout, consisting of:

  • A background color or image 
  • A tagline to grab the visitor's attention 
  • Text fields that allow visitors to give you their information 

You can customize any of these elements to match your brand and use case.


Where do I use Form CTAs?

You can use Form CTAs in five different ways:

In a Pages microsite:

You can place a Form CTA directly into any microsite you create in Pages. This allows you to capture visitors' attention and information in one visit.

To see how to add Form CTAs to microsites made with Uberflip Pages, check out Uberflip Pages: Add Items, Streams, and Form CTAs to a page.

At Stream level (Stream pages):

When placed at Stream level, a Form CTA appears among the Item tiles in that Stream page. You specify this type of placement in relation to content Items, i.e. "appear after Item #___".

For example, in this screenshot, CTAs have been placed after Item 1, Item 3, and Item 4:
If your Stream is long, you can also have CTAs placed at Stream level repeat after a given number of Items.

At Item level (Show Beside):

You can also place CTAs at Item level. There are two ways you can do this, one of which is Show Beside, which makes the CTA appear beside the content. With this option, the CTA tile will be displayed in the top right corner when the Item is viewed:
Show Beside CTA tiles float, so they remain fixed in the same position as visitors scroll down the page.

At Item level (Gate):

The other type of Item level placement is Gate. This means that the CTA is placed "in front of" the Item, so that the visitor has to interact with the CTA before they can access the Item, like this:
This CTA placement is especially useful for high-value content like ebooks or white papers. 

Embedded in a webpage: 

You can place an Uberflip CTA into any webpage that accepts embedded HTML. Just use the CTA embed button to grab the code, and add it to the source code of your site or blog. 

Tip: Embed a CTA directly into an Uberflip blog post to encourage viewers to act while engaging with relevant content.


You can place Form CTAs within or beside any Source Stream or Marketing Stream, but you can't use them in a Digital Sales Room (DSR).


How do Form CTAs function?

Form CTAs have a few features built in to increase the chances that visitors will interact with them. For example, no matter how many fields a Form CTA actually contains, only one field is ever displayed by default. The additional fields only become visible when a visitor interacts with a Form CTA, and are displayed on a second "page" (which also scrolls to accommodate all fields):

You can also enable progressive profiling, which automatically hides any fields that a known visitor (as identified by a cookie) has previously completed. 

For example, if they had earlier signed up for your newsletter and provided their name and email address at that time, those fields would be hidden from any other Form CTAs they interact with (and automatically filled in on the backend).

Lastly, Form CTAs can also have fields that are optional, so that visitors can choose not to complete them. Or, you can make fields conditional, so they are displayed only if certain conditions are met. This allows you to present different fields to different visitors based on their inputs: for example, you could present additional fields to visitors from the EU, which is useful for GDPR compliance.


What do I use Form CTAs for? 

Form CTAs are essentially a kind of registration form, like the kind you would find on a landing page, and are designed to collect information from a visitor. Form CTAs can contain just a single field (such as for an email address), or can serve a full multi-field form that collects all kinds of information.

Form CTAs can be used for:

  • Gating content 
  • Gathering newsletter subscribers
  • Event registration
  • Demo booking

Or anything else you'd want to gather visitor info for.


Where does the visitor information go?

Form CTA data is sent directly to your Marketing Automation Platform (MAP) through your MAP integration set up in Uberflip. When building your Form CTA, you will choose which integration to use.


Next Steps

Ready to get started with Form CTAs? Check out: Set Up a Form CTA

Or check out Uberflip Pages: Add Items, Streams, and Form CTAs to a page to see how to add From CTAs in Pages.

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