How to Set Up Trigger Links in Workflows

Trigger links can be built into the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels, and websites. 

Key Features

Automated Action Triggers

  • Trigger links initiate specific actions when a contact clicks a link, automating follow-ups, tagging, or workflow entries.

Seamless Integration Across Multiple Channels

  • Can be used in emails, SMS, funnels, websites, and campaigns, ensuring engagement tracking across all platforms.

Customizable Workflows Based on Clicks

  • Users can create workflows triggered by link clicks, enabling personalized automation sequences such as email follow-ups or lead scoring.

Dynamic Link Tracking & Reporting

  • Provides real-time tracking of clicks, helping businesses measure engagement and campaign effectiveness.

Smart Filtering & Audience Segmentation

  • Contacts who click a trigger link can be tagged or segmented into specific workflows, allowing for targeted messaging.

Easy Implementation in Emails & Bulk Campaigns

  • Can be embedded into one-off emails, bulk-action emails, and automated workflows with just a few clicks.

Workflow Personalization with Triggered Actions

  • Define custom actions such as sending an email, adding a tag, assigning a user, or triggering a campaign based on clicks.

Step 1: Creating Trigger Links

  • Start by accessing the trigger links section in your system.
  • Navigate to Marketing > Trigger Links and then from the dropdown select Links

  • Click the "Add Link" option.

  • Fill Out Link Details: A pop-up will appear, prompting you to provide essential details for your trigger link. Name your link, and specify the URL to which users will be directed upon clicking.

  • Save

Step 2: Create Your Workflow using Trigger Links

  • Go to workflows by navigating to Automation > Workflows. Create a new workflow.

  • Select the trigger to "Trigger Link Clicked".
    • Define Filters: In the filters section, specify the trigger link for which you want this action to apply

  • Add the desired actions for your workflow.

Note: To add a new tag, write the tag and click on the + sign next to it to add it. If it's an existing tag, just select it from the drop-down menu. 

  • Publish your workflow, and save.

Step 3: Using Trigger Links.

  • Navigate to your workflow, or email builder where you want to add the trigger link into.
  • Identify the text where you want to insert the trigger link within your email editor.
  • Highlight the text and click the link icon. Select the trigger link from your “Link List” from the popup window. Click OK.

  • Save to confirm your changes.
  • You can repeat this process within a one-off or bulk-action email as well.

FAQs

Q1: How do I access the trigger links section?

A1: Navigate to Marketing > Trigger Links and then select Links.

Q2: What details are required when creating a trigger link?

A2: You need to provide a name and the URL for the trigger link.

Q3: How do I apply a trigger link in a workflow?

A3: Create a new workflow, set the trigger to "Trigger Link Clicked", define the specific link in the filters, add your actions, and then publish and save.

Q4: How do I insert a trigger link into an email?

A4: Highlight the desired text in your email editor, click the link icon, select the trigger link from your "Link List", and then click OK.

Q5: Can trigger links be used in bulk-action emails?

A5: Yes, trigger links can be added to both one-off and bulk-action emails.

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