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Effortlessly Migrate Your Legacy CTAs to HubSpot's New CTA Tool for Enhanced Performance Tracking

Picture of Jorge Fuentes Jorge Fuentes Feb 6, 2024 4:59:00 PM

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Introduction

HubSpot's recent update introduces a revamped CTA (Call-to-Action) section, offering users enhanced capabilities for tracking and analyzing CTA performance. If you've been using HubSpot's legacy CTAs, it's time to transition to the new tool to leverage these advanced features. This guide will walk you through the process of migrating your legacy CTAs to the new CTA tool in HubSpot, ensuring you don't miss out on the improved analytics and reporting functionalities.

Migrating Legacy CTAs to the New HubSpot CTA Tool

  1. Accessing the CTA Section:

    • Log into your HubSpot account and navigate to the 'Marketing' tab.
    • Click on 'Lead Capture' and then select 'CTAs' to access the CTA dashboard.

  2. Locating Legacy CTAs:

    • Within the CTA dashboard, find and click on the 'CTAs Legacy' option to view your old CTAs.
    • Browse through your legacy CTAs to identify which ones you'd like to migrate to the new tool.

  3. Initiating the Migration Process:

    • Select a legacy CTA you wish to migrate, such as the "Persona Workshop" CTA mentioned in the example.
    • Click on the 'Migrate' option to start the process, which will prompt you to clone the CTA into the new tool.

  4. Cloning and Customizing the CTA:

    • Follow the prompts to clone your CTA into the new tool. You'll have the option to retain the original design or make adjustments.
    • Review the styling, rename your cloned CTA for better organization, and confirm the migration.

  5. Completing the Migration:

    • After reviewing your settings, proceed with the migration. HubSpot will replace the legacy CTA with the newly cloned version in the new CTA tool.
    • Once the migration is complete, you can access the new CTA in the updated CTA section, benefiting from the enhanced reporting features.

Benefits of Using the New HubSpot CTA Tool

  • Advanced Reporting: The new CTA tool offers more detailed analytics, allowing you to track performance metrics effectively and make data-driven decisions.
  • Improved Management: Easily organize, edit, and monitor your CTAs in one centralized location, enhancing your overall marketing efficiency.
  • Enhanced Customization: The updated tool provides more flexibility in designing and customizing your CTAs, aligning them with your brand and campaign goals.

Migrating your legacy CTAs to HubSpot's new CTA tool is a straightforward process that unlocks a host of advanced features designed to optimize your digital marketing efforts. By transitioning to the new tool, you'll gain access to improved analytics, better CTA management, and enhanced customization options, all of which contribute to more effective and impactful marketing campaigns. Remember, staying updated with the latest tools and features is key to maximizing your marketing potential, so take this step today and elevate your CTA strategy to new heights.