Utilizing Trigger Links in Email Campaigns

Setting Up Trigger Links

Creating a Trigger Link

Identify the URL you want to use for your trigger link. This should be a link to your appointment page, order form, or any other action you want the lead to complete.
Navigate to the "Marketing" section of your CRM and select "Trigger Links."

Click on "Add Link," name your trigger link (e.g., "Elite Broker Order Form"), paste in the URL, and save.

Implementing Trigger Link Automation

Create a Tag: Before setting up the automation, ensure you have a tag that will be added to a lead's profile once they complete the desired action (e.g., "Purchased Elite Broker").

Set Up the Automation:

Go to the "Automation" section and start a new workflow.

Set the trigger to "Trigger Link Clicked" and select the trigger link you created.

Decide on a waiting period (e.g., 20 minutes) to give leads time to complete the action.

Use an "If/Else" condition to check if the lead has the completion tag. If they do, remove them from the workflow. If not, proceed to the next step.

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

Inserting Trigger Links into Campaigns

To ensure the effectiveness of your trigger links, you must incorporate them into your marketing campaigns:

Open your email or text campaign in the CRM's campaign builder.

Wherever you have a call-to-action (CTA), replace the direct URL with your trigger link.
Use the CRM's tools to insert the trigger link, ensuring it redirects to the correct URL when clicked.

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 automations 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 both email and SMS campaigns within your CRM.

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 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.