Leaders

Setting up CTAs for your community

Create, publish, and manage CTAs, including sending invites to a subset of users

Scroll down to the Additional Details section. These fields are optional, but they help make your CTA more engaging and informative
- + Add call to action cohosts: You can add co-hosts, which will give that community’s leadership team complete edit access to the CTA, and send an invitation to that group’s subscriber base. Be sure to get permission from the relevant leadership teams before adding cohosts‍
- + Add recommended resources: Use this section to add documents or links you want your users to check out. You can drag and drop to reorder the resources using the icon at the front. We recommend including here all the resources linked in the description above.

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Select the audience you would like to notify about the event in the right sidebar

All subscribers sends an email notification to all subscribers of your community‍
Only a subset of users allows you to filter by location, title, department, name, or import a CSV of specific emails to receive notifications. (Learn how it works in the section: “Invite a subset of users to a CTA”)‍
Nobody publishes the CTA to the Mindr Connect dashboard but does not send any email notifications

Click the green Create CTA button
Start by filling out all required event details
Go to the Audience section in the right sidebar, select Only a subset of users
Use advanced filters
- Select a filter group (e.g. location, title, department, or name)
- In the contains field, enter specific values. You can multi-select items in this field
- Click Add filter item to include more options in the same group – for example, if you want users who are in both Location: New York and Department: Engineering
- Click Add filter group to create a separate set of filters – for example, if you want to invite users who are either in Location: New York or in Department: Engineering
- Click Save to review the list of users who will be notified, then click Confirm
- To make changes before publishing, click Edit next to Only a subset of users

After publishing:
- Selected users will receive the notification immediately
- Click the CTA you want to open the CTA overview page
- In the Communication Log on the right, click the specific log entry to see who was notified
- 🔔 Note: You won’t be able to edit this audience after publishing, but you can notify another group by going to the three-dot kebab menu and selecting Send to Additional Audience

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Click Preview Page to see how the CTA will look when published
1. Make sure you have added all the required fields before publishing
Once you're happy with it, save or publish:
1. Save as Draft will save your work to the "drafts" tab, which other leaders of the community can access and collaborate on
2. Schedule Publish allows you to set a specific time and date for the content to be published
3. Publish Now publishes the content immediately, and sends email notifications to the selected audience

Click Leadership Dashboard in the top right corner
Select your employee community
In the left sidebar, click Calls to Action
In the top menu bar, click the Drafts tab
Select the specific CTA, and edit fields as needed ‍
- Important: be aware that once you hit Publish all subscribers of your community will receive an email notification alerting them that there is a new CTA to view. Ensure that your CTA is totally complete before publishing.
Click the green Publish button, read the prompt reminding you that a notification will be sent, click the second Publish button
Return to the Active Calls to Action tab to view the live CTA

Select the Call to Action you want to edit
Click Edit Schedule in the blue banner
In the schedule modal, you can:
- Update the date or time it is scheduled to publish
- Remove the scheduled publish
You can also click Publish Now if you want it published immediately
Click Save to confirm your changes

Select the CTA you want to send emails regarding
From the CTA overview page, select the three-dot kebab menu in the top-right corner to open the menu:
- Send to Additional Audience – Target specific locations, job titles, or departments to invite additional users to your CTA
- Email completers – Send a message to those who have already completed the CTA
- Send CTA reminder – Re-send the invitation to all subscribers who have not yet completed the call to action

To edit a CTA, you can either:
- Click the Edit button directly from the CTA table
- Or click into the CTA to open the CTA overview page, then select the green Edit button in the top-right corner
To cancel and remove the CTA:
- Select the CTA you want to edit
- From the CTA overview page, select the three-dot kebab menu in the top right corner to open the menu
  - Cancel Call to Action – This will cancel the CTA entirely, remove it from the Mindr Connect dashboard, and send a cancellation email to all subscribers who completed the CTA. If a user attempts to view the CTA from their email, they will receive an error message.
To remove a CTA without notification:
- Select the CTA you want to edit
- Change the date to today’s date. The content will expire at the end of the day and no users will be notified of the change.