Skip to main content

Calls to Action (CTAs)

Add clickable CTAs or prompts throughout any featured resources. CTAs encourage users to act on what they learn in Banzai resources — a great way to offer relevant financial products and services in context. They can be customized and added to any individual resource.

Two CTA Placements​

Top Banner​

An unobtrusive bar that shows when users start scrolling down on a resource page. It appears at the top of a resource and urges the user to either visit a part of your institution's website or submit their contact information for a personal follow-up from a financial expert within your organization.

Similar to the banner, the footer is a bar at the bottom of the text that encourages the user — after reading the resource — to find relevant institutional products and services.

Two Outcome Options​

Each CTA option has one of two outcomes. These outcomes can vary between resources but never within the same resource.

Pop-up​

When the user clicks the CTA, a pop-up window appears asking the user to enter their contact information. Any CTA lead is automatically emailed to a designated contact at your organization and recorded in the Leads section of the Banzai Manager.

When the user clicks the CTA, they're taken to a URL of your choice — a product page on your institution's site, a PDF, a video, or any other web destination.

Default CTAs​

Banzai also offers default CTAs, which your Banzai Representative can activate for you upon request if you prefer not to create your own. These are a good starting point for new partners.

How to Create a Pop-up CTA​

Email the following to your Banzai Representative:

  • Header text (48 character limit)
  • Footer text (173 character limit)
  • Button label (17 character limit)
  • Pop-up title (16 character limit)
  • Pop-up text (173 character limit)

Email the following to your Banzai Representative:

  • Header text (48 character limit)
  • Footer text (173 character limit)
  • Button label (17 character limit)
  • Destination link — where the CTA should send users

Where Leads Are Captured​

CTA submissions go to two places:

  1. Email — automatically sent to the contact you designate
  2. Leads section of the Banzai Manager — so you can track and follow up at your own cadence