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
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Start by accessing the trigger links section in your system.
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Navigate to Marketing> Trigger Links, then to Links
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Click the "Add Link" option.
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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.
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Save
Step 2: Create Your Workflow using Trigger Links
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Go to the workflow section and create a new one.
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Select the trigger to "Trigger Link Clicked".
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Define Filters: In the filters section, specify the trigger link for which you want this action to apply
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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.
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Publish your workflow, and save.
Step 3: Using Trigger Links.
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Navigate to your workflow, or email builder where you want to add the trigger link into.
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Identify the text where you want to insert the trigger link within your email editor.
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Highlight the text and click the link icon. Select the trigger link from your “Link List” from the popup window. Click OK.
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Save to confirm your changes.
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You can repeat this process within a one-off or bulk-action email as well.