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. 

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.