Trigger links start a response based on what a customer clicks, and your Marketing Campaigns are one of the best places to use them. If you've already had a look at the Trigger Links section and created one, follow these steps to build a workflow that kicks off from your emails.

Setting Up The Trigger

Head to the Workflows tab inside the Automation section and create a new workflow.

Click + New Trigger and set it to "Trigger Link Clicked"

Click Add Filter, select Trigger Link from the drop-down as your filter, then choose your desired link.

Click Save Trigger, then carry on building the rest of your workflow.

Adding Actions

For trigger links that prompt customers to complete an action, such as filling out a form, click the plus sign to add a Wait action.

Set a waiting period (e.g. 20 minutes) to give leads time to complete the action, then click Save action.

Add an "If/Else" Conditional action to check if the lead has the completion tag.

To create the condition, select "Tag" as your filter, "Does not include" as your operator, and enter the tag you'll be using for customers who completed the action, then click Save action.

Contacts who have the tag will default to the None branch and be removed from the workflow.

For leads without the tag, set up automated follow-ups (emails, text messages, etc.) reminding them to complete the action.

Completion Tag Workflow

Next, create a secondary workflow to assign a Completion Tag or other identifier. This workflow uses the action itself as the Trigger. In this example, we'll use Form Submitted.

After setting your trigger, add the action "Add Contact Tag"

To get the most from your trigger links, add them to your marketing campaigns. Here's how to use them inside your email builder. Start by adding a button element to your email template.

In the Link URL click the tag icon then select Trigger Links.

Select your desired link. They're ordered by name for easy selection.

Best Practices and Troubleshooting

  • Personalize Follow-Ups: Make your automated follow-ups as personalised as possible to increase engagement.
  • Monitor and Adjust: Regularly review the performance of your trigger link automation and adjust the timing, messaging, and frequency based on results.
  • Avoid Spamming: Be mindful of the number of follow-ups you send to avoid overwhelming or annoying your leads.

Frequently Asked Questions

Can I use trigger links in SMS campaigns?

  • Yes, trigger links can be used in your CRM's email and SMS campaigns.

How long should I wait before sending a follow-up?

  • This can vary based on the action you're encouraging. A 20-30 minute wait is a good starting point, giving leads time to complete the action without feeling rushed.

What if a lead clicks the trigger link but still doesn't complete the action?

  • Consider sending a final follow-up or offering additional assistance (e.g. answering questions) to help them complete the action.