Complete Guide to Managing CTAs in Hubspot

Managing calls-to-action (CTAs) in Hubspot is essential for tracking conversions, improving user journeys, and optimizing your marketing assets. This guide explains how to create, edit, analyze, and organize CTAs so you can get the most value from your campaigns.

All steps below are based on the official CTA tools available in your Hubspot account.

Accessing the Hubspot CTA Dashboard

Before working with individual buttons or banners, you need to open the central CTA dashboard in Hubspot.

1. Log in to your Hubspot account.
2. In the main navigation, go to Marketing > Lead Capture > CTAs.
   You may also see CTAs under a similar menu path depending on your subscription.
3. The CTA dashboard displays all existing CTAs, their performance metrics, and key management actions.

From this screen, you can create new CTAs, edit existing ones, archive or delete them, and view detailed analytics.

Creating a New CTA in Hubspot

Use the CTA creation tool in Hubspot to build buttons or banners that match your brand and link to your offers.

1. In the CTA dashboard, click Create CTA.
2. Select the CTA type, such as a button-style or image-based CTA.
3. Enter a clear internal name so your team can easily identify the CTA in reports.
4. Configure the CTA content:
   • Button text or label
   • Destination URL or Hubspot page
   • Design options like colors, fonts, and size
5. Preview the CTA to confirm it appears correctly.
6. Click Save or Save and close to add it to your Hubspot library.

Once saved, your new CTA is available to insert into pages, blog posts, emails, and other assets.

Editing Existing Hubspot CTAs

You may need to update text, adjust design, or change links as your offers evolve. Hubspot lets you edit CTAs directly from the CTA dashboard.

1. Open the CTAs tool in Hubspot.
2. Search or filter to locate the CTA you want to modify.
3. Hover over the CTA and click Edit, or click its name.
4. In the editor, update elements such as:
   • Button copy or call-to-action text
   • Destination URL or Hubspot landing page
   • Design styling or alignment
   • Smart rules or variations (if available in your subscription)
5. Click Apply changes or Save.

Edits to a CTA will automatically apply wherever that CTA is used across your Hubspot content, which keeps your assets consistent.

Analyzing CTA Performance in Hubspot

The CTA analytics view in Hubspot helps you understand how each CTA performs and where optimization is needed.

1. From the CTA dashboard, locate the CTA you want to review.
2. Click the CTA name to open its details, or select an analysis option from the row actions.
3. Review core metrics such as:
   • Views
   • Clicks
   • Click-through rate (CTR)
   • Submissions or influenced contacts (when connected to forms and pages)
4. Use filtering options to segment performance by:
   • Date range
   • Content type (pages, blog posts, etc.)
   • Specific assets where the CTA appears

Use this Hubspot data to compare CTAs, identify top performers, and decide which CTAs should be redesigned or tested further.

Organizing Hubspot CTAs with Filters and Search

As your library grows, organization becomes crucial. Hubspot provides filters and search tools to help you quickly find the right CTA.

• Search bar: Type part of the CTA name to locate it instantly.
• Filters: Narrow results by:
  • CTA type
  • Status (active, archived)
  • Owner or team (if applicable)
  • Date created or last updated
• Sorting: Sort by click-through rate, name, or other metrics to prioritize review.

Use a consistent naming convention in Hubspot (for example, channel-offer-position) so the search and filters stay meaningful over time.

Archiving and Deleting Hubspot CTAs

Removing outdated CTAs from active use keeps your content relevant and analytics cleaner. Hubspot offers both archiving and deleting options.

When to Archive CTAs in Hubspot

Archiving hides a CTA from active selection but retains its historical data.

1. Open the CTA dashboard in Hubspot.
2. Hover over the CTA you want to retire.
3. Click the More or actions menu.
4. Select Archive.

Use archiving when an offer has ended but you still need reporting history.

When to Delete CTAs in Hubspot

Deleting permanently removes a CTA and its analytics from Hubspot.

1. Locate the CTA in the dashboard.
2. Open the actions menu for that CTA.
3. Select Delete.
4. Confirm the deletion when prompted.

Only delete CTAs if you are sure you will not need their data or reuse them later.

Best Practices for CTA Optimization in Hubspot

To improve conversions and gather better insights, follow these practical optimization tips inside Hubspot.

• Test variations: Create alternate CTAs with different copy or colors and compare performance.
• Match intent: Align CTA messaging with the content and stage of the buyer journey.
• Use clear labels: Name CTAs in Hubspot with offer, channel, and placement details for easier analysis.
• Monitor trends: Review CTA analytics regularly to catch declining performance early.
• Align with forms and pages: Ensure landing pages and forms are consistent with the promise of your CTA.

Where to Learn More About Hubspot CTAs

For deeper technical reference and UI-specific updates, review the official documentation on CTA management in Hubspot. You can access it directly at Hubspot’s CTA management help article, which outlines interface details and the latest feature changes.

If you need broader marketing and implementation strategy beyond what Hubspot covers in its product documentation, you can also consult a specialist agency such as Consultevo for guidance on CTA planning, reporting, and optimization workflows.

By following these steps and best practices inside Hubspot, your team can maintain a clean CTA library, quickly identify winning offers, and continuously improve conversion performance across your digital campaigns.

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