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How to add a CTA to your Data Room

This article will help you with how to add a call to action to your data room.

Matt Preuss avatar
Written by Matt Preuss
Updated this week

To add a Call to Action to your Data room, you will want to open Visible and the Data room which you would like to add the CTA to. Click on the three horizontal dots to the right of the data room name and click Settings. From there, you will want to toggle on Add a Call to Action. From there, you will want to choose the Action type as URL or Email. You can add the copy for the button under Call to action copy and the email address (link) under Linked address (url). Once added, these will autosave.

Viewers of your Data room will then see the CTA button in the top right of their screen. See screenshots of this process below:


Step One: Click Data Rooms from the navigation menu and then click on your Data Room.


Select Data Rooms from the navigation menu and then click on the Data Room you want to add the CTA to.


Step Two: Click the three dots from the inner navigation menu. Then click Settings.


Click on the three horizontal dots to the right of the data room name and click Settings.


Step Three: Toggle on Add a Call to Action.


Click the toggle next to Add a Call to Action.

Step Four: Choose the Action type as a URL or Email.


Choose which action type that the the CTA button will have.


Step Five: Type the copy that you would like to add for the CTA button and add in an email address or URL.

Add the copy that you'd like to have for the CTA and choose either an email address or the URL to direct your Data Room viewers.


Step Six: All of the changes made will be autosaved.

You'll see a notification that states "Change saved" to confirm that the change has been saved.


Step Seven: When the Data Room has been shared, the viewers will see the button in the top right of their screen.


Viewers will see the button in the top right of their screen when viewing your data room.

Let us know if you have questions. We are happy to help

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