Automated Newsletter

Setting Up the Call To Action Buttons on my Newsletter and Greetings

You can now integrate call to action (CTA) buttons on your outgoing communications to stimulate year-round activity for referrals, reviews and contacts.

  • Login to your website admin at

  • Click on Communications > Setup

  • Click on the Preferences tab

  • Toggle to the right of Preferences and click on Edit


You can flag any or all of the following preferences -

  • "Questions" Call to Action Button - This will link directly to your website Contact Us page.

  • "Appointments" Call to Action Button - This links to the ClientWhys Online appointment calendar (third party calendars are not applicable)

  • "Reviews" Call to Action Button - This will link to your live TaxBuzz page.

  • "Refer Us" Call to Action Button - Links to the Send Us a Referral page on your website. (Click here for instructions on Setting Up the Send a Referral Page)

Click Save Changes.

You will now see the CTAs on your email newsletters and greetings.