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.
Step 1: Creating Trigger Links
- Start by accessing the trigger links section in your system.
- Navigate to Marketing> Trigger Links, then to 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 the workflow section and create a new one.
- 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.