Sales Tools

    Personas & Dynamic CTAs on Sites

    Show different CTAs to different visitors based on the page they are on or what they searched for.

    ·1 min read

    Personas let your site adapt its call-to-action based on visitor context — without rebuilding pages.

    What is a persona?

    A persona is a rule that says: "When visitor matches X, show CTA Y."

    Example personas:

    • Enterprise — pages matching /enterprise/* → CTA: "Book a demo"
    • Self-serve — pages matching /pricing → CTA: "Start free trial"
    • Returning customer — pages matching /account/* → CTA: "Open dashboard"

    Setting them up

    1. Sites → [your site] → Personas
    2. Click New Persona
    3. Define:
      • Page patterns (glob: /blog/*, /pricing, /*)
      • Keywords that must match search query or page content
      • CTA label, URL, and message
    4. Set priority — higher priority wins when multiple personas match

    Where personas show up

    • Search Rep — the CTA appears alongside search results
    • FAQ Rep — surfaces in the answer panel
    • Lead form Rep — customizes the submit button

    Best practices

    • Start with 2–3 personas (do not over-segment)
    • Use the catch-all /* pattern as your default
    • A/B test CTA copy by toggling personas on and off