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: Go to the Data Rooms section found in the navigation menu. Next, click the three dots on the Data Room where you want to add the CTA and choose Settings.
Using the navigation bar on the left side of your screen, click "Data Rooms". Then click the three dots next to the Data Room that you want to add the CTA to & choose Settings from the dropdown.
Step Two: Toggle on Add a Call to Action.
Click the toggle next to Add a Call to Action.
Step Three: 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