Create a Call to Action Button/Image - WordPress

You can add a Client Portal Call to Action buttons on different pages of your WordPress site.

Create your own service menu on your website and allow clients to schedule, send a message or pay with a click of a button.

You can upload any image or button to your WordPress website and link it to any Client Portal call to action.

Example of Call to Action button on a WordPress site

Basic: Open in Same Page/New Tab

Generate the action link on your account

• • Navigate to Online Presence> Client Portal >Create Direct Links
  • Under Where would you like to add a Client Portal call-to-action? Select Email
  • Under Choose an action select your desired option and customize as needed
  • Under the Grab your link section, copy the URL listed there

In WordPress - Apply the link to your button/image

1. Click on Toggle block inserter

 

2. Click on Buttons

 

3. Click and drag Button block to desired column on your site

 

4. Type Button text

 

5. Click on Link

 

6. Paste the link grabbed in the previous step

 

Advanced: Open in Floating Window/Lightbox

Note - To use this option, the Client Portal Widget code/plugin must already be present on your site. 

Generate the action link on your account

• • Navigate to Online Presence>Website Widgets>Create Direct Links
  • Under Where would you like to add a Client Portal call-to-action? Select Website - link will open a “floating window.”
  • Under Choose an action select your desired option and customize as needed
  • Follow the remaining instructions on the page to add the client portal code to the Head section of your website (Note that most website providers only allow this on paid plans, and some do not allow it at all).

In WordPress - Apply the link to your button/image

1. Click on Toggle block inserter

 

2. Click and drag Code block to the desired row on your page

 

3. Paste the code from Step 2 on the Email, Links and Buttons page in Thryv Business Center