How to Set Up CTAs

Desired Outcome

• All monthly CTAs are accurately updated with the correct graphics, links, alt text, and campaign tags.

• Home page slider buttons are updated with transparent graphics and correctly embedded.

• Marketing campaigns reflect the latest month’s CTAs without errors or duplication.

• Communication with David is complete for slider creation, including Canva links and embed codes.

Unacceptable Actions

• Uploading CTAs with incorrect or outdated graphics.

• Skipping renaming steps that include the month or the word “button,” leading to file mix-ups.

• Forgetting to update alt text, links, or campaigns.

• Sending incomplete or missing information to David for the home page slider.

Checklist: Step-by-Step CTA Setup

1. Download & Prepare Graphics

• Open Canva → download (Month 2026) CTAs folder

• Extract folder to local drive

2. Upload CTA Graphics to HubSpot

• Go to HubSpot Files → (Month 2026) CTAs and Freemium

• Upload all downloaded CTA graphics

3. Update HubSpot Legacy CTAs

• Go to HubSpot CTAs Legacy

• Clone previous month’s CTAs

• Rename CTAs → update month + remove “clone”

  

  

CTAs to Update (6 Total):

• Freemium Download

• Store

• Course

• On Demand Training (link always unchanged)

• Book A Meeting (link always unchanged)

• Podcast (link always unchanged)

• Replace image with downloaded version

• Update alt text

• Click Next → Enter URL link (check Marketing Calendar)

• Change campaign → Save

4. Update Home Page Slider Buttons

• Download (Month 2026 – Home Page Slider Button) in Canva with transparent background

• Rename graphics → include “button” in name

• Upload to same HubSpot file folder

• Clone previous buttons → rename with month

• Replace graphic → update alt text → click Next → enter URL link → update campaign

Buttons to Update (6 Total):

• Freemium Download

• Store/Swag

• Course

• On Demand Training (link always unchanged)

• Book A Meeting (link always unchanged)

• Podcast (link always unchanged)

5. Send Info to David for Home Page Slider

• Email David Wolter <david@customvs.com>

• Include:

  • Canva links for CTA graphics

  • Embed code for each CTA button:

    • Right-click CTA → Actions → Embed code → Copy (Ctrl+C)

• Confirm all CTA buttons and graphics included

6. Final Review

• Check links → match Marketing Calendar

• Verify alt text → descriptive and accurate

• Ensure campaign tags → current month

• Confirm transparent graphics used for buttons

• Double-check file names → month + “button”

✅ Tip: Keep this checklist handy each month to prevent mistakes and ensure consistency.