How To Use Trigger Links in Emails

Trigger links are designed to start a response based on what a customer clicks, and one of the best places to use them is inside your Marketing Campaigns. If you've checked the "Trigger Links" you may have already created one, so if you're itching to try it follow these steps to create a workflow that starts from your emails.

Implementing Trigger Link Automation

Setting Up The Trigger

Go 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, in the drop-down select Trigger Link as the filter then select your desired link.

Click Save Trigger to set your base then proceed with 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 button to add a Wait action.

Decide on 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.

The contacts who have the tag will default to the None branch where they will 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

Now, you'll need to create a secondary workflow to assign them a Completion Tag or other identifier. This simple workflow will have the action as the Trigger, for this example, we'll use Form Submitted.

After setting your trigger, add the action “Add Contact Tag”

Inserting Trigger Links into Campaigns

To ensure the effectiveness of your trigger links, you must incorporate them into your marketing campaigns. First, let's check how to use them inside your email builder. To start, add a button element to your email template.

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

Select your desired link, they will be ordered by name for ease of configuration.

Best Practices and Troubleshooting

• Personalize Follow-Ups: Make your automated follow-ups as personalized 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, allowing lead 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.