Guide to Primary CTA and Coupon Widgets in form

Guide to Primary CTA and Coupon Widgets in form

Notes

Overview

The Form Builder allows you to add widgets that make the customer journey more interactive and action-oriented.

This article covers:

  • Primary CTA

  • Coupon Widget

These widgets can help guide customers to the next action and provide promotional offers or discounts.

Steps to Add a Widget

  1. Open the required Form in the Form Builder.

  2. Go to the Elements section.

  3. Click Add Elements.

  4. Select the required widget.

  5. Configure it from the Field Settings panel.

  6. Use Preview to check the widget.

  7. Click Save.

1. Primary CTA

A Primary CTA (Call to Action) allows you to add a prominent action button to the form.

It can be used to guide customers toward the next relevant action.

Examples

  • Check your Registered Products

  • View Warranty Details

  • Continue

  • Explore Products

How to Add a Primary CTA

  1. Click Add Elements.

  2. Select Primary CTA.

  3. Enter the required CTA Text.

  4. Upload a CTA Icon, if required.

  5. Use Preview to verify how the button appears.

  6. Click Save.

Example

CTA Text: Check your Registered Products

The customer will see the configured button and can use it to proceed with the relevant action.



2. Coupon Widget

A Coupon Widget allows you to display promotional offers or discounts within the form.

It can be used to encourage customers to make a purchase or take advantage of a special offer.

Examples

  • Percentage discounts

  • Fixed amount discounts

  • Limited-time offers

  • Registration offers

How to Add a Coupon Widget

  1. Click Add Elements.

  2. Select Coupon Widget.

  3. Open the Field Settings panel.

  4. Select an existing coupon or click + Add to create a new one.

  5. Review the coupon details and terms.

  6. Use Preview to check how the offer appears.

  7. Click Save.


Creating or Updating a Coupon

Configure the following details when creating or updating a coupon:

Title

Enter a name for the coupon.

Example: Cash coupon

Discount Type

Select either:

  • Fixed Amount

  • Percentage

For example, you can configure 14% off.

Applies To

Choose where the coupon will be applied, such as:

  • Entire Order

  • A configured product or purchase condition

You can also set a Minimum Purchase requirement if needed.

Coupon Expiry

Set when the coupon should expire.

You can choose:

  • After a certain number of Hours, Days, or Months

  • On a Specific Date

Example: Expires after 7 days.


Primary CTA vs Coupon Widget

Widget Type Purpose Best Used For
Primary CTA Guides customers to a specific action Viewing registered products or continuing to the next step
Coupon Widget Displays promotional offers and discounts Registration offers and promotional campaigns

Best Practices

  • Keep CTA text short and action-oriented.

  • Use a relevant CTA icon when required.

  • Clearly define the coupon discount and expiry.

  • Make coupon terms easy for customers to understand.

  • Use Preview before publishing the form.

  • Click Save after completing the configuration.

Conclusion

The Primary CTA and Coupon Widget help create a more engaging and action-oriented customer experience.

Use the Primary CTA to guide customers toward their next action and the Coupon Widget to provide promotional offers or discounts. Always use Preview to ensure the widgets are displayed and working correctly before publishing the form.