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.