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    Create a Call to Action Button on a Wordpress Site

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    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

    1. 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
    2. In WordPress - Apply the link to your button/image
      • Navigate to the Page you wish to add the button or image
      • Choose Add Media to insert your desired button/image
      • Select Insert Into Page
      • Select the button and choose Edit
      • Under Display Settings select Link To Custom URL
      • Paste the previously-copied Client Portal link
      • Optional - Under Advanced Options, you may select Open link in new window/tab if desired
      • Click Update to save changes

    Example of a Basic configuration for image/button in Wordpress as described above

    Advanced: Open in Floating Window/Lightbox

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

    1. 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 Website - link will open a “floating window.”
      • Under Choose an action select your desired option and customize as needed
      • Under the Grab your link section, copy the URL listed there
        Note - the link here is actually an HTML code consist of the call to action link and the related Class. Each call to action will have a different class, and you should use it within your Wordpress page as explained below. 
    2. In WordPress - Apply the link to your button/image
      • Navigate to the Page you wish to add the button or image
      • Choose Add Media to insert your desired button/image
      • Select Insert Into Page
      • Select the button and choose Edit
      • Under Display Settings select Link To Custom URL
      • Paste the previously-copied Client Portal call to action link
      • Under Advanced Options > Image CSS Class input the related call to action Class (e.g., if you selected a scheduling call to action, the action class is live site-schedule)
      • Click Update to save changes

    Example of an Advanced configuration for image/button as described above

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