Trigger Links & Smart Automation
Track clicks. Trigger actions. Personalise campaigns.
In this training, you’ll learn how to set up and use trigger links—a powerful feature that lets you see who’s clicking your messages and automate what happens next.
You’ll learn:
How to create and analyse trigger links
How to use them in SMS and email campaigns
How to build workflows triggered by a click (or no click!)
How trigger links improve personalisation and lead nurturing
Whether it’s sending follow-ups or segmenting contacts, trigger links turn your communication into a data-powered machine.
Transcript
Trigger links offer a plethora of advantages, allowing marketers to gain invaluable insights, streamline workflows, and ultimately boost business performance. By seamlessly integrating these links into messages and campaigns, businesses can track click activity and leverage this data to drive personalisation, automation, and optimisation strategies.
To create a trigger link, you can go to the Conversations or the Marketing tab—at the top you will find Trigger Links.
Under Trigger Links, on the top right you can select Add Link. This is where you can fill out the details about your trigger link.
In the dropdown menu of trigger links, you can click Analyse. This is where you’ll be able to see all of the statistics about your trigger links.
To use a trigger link in SMS, go into a conversation and select SMS. Here you’ll type out your message.
Go to the plus sign at the bottom, select Trigger Links, choose the one you want to use, and select Send.
You can also view if they’ve clicked a trigger link by clicking into their contact.
You can also use trigger links in Workflows.
Start by selecting New Workflow Trigger, then choose Trigger Link Clicked, and then pull in the trigger you want the workflow to fire from under filters.
Click your example trigger link.
Next, pull in an email action that contains your trigger link. You can hyperlink it by highlighting the text and selecting the link icon.
Next, add a Wait step with a time delay that waits for the trigger link to be clicked. Then pull in the same trigger link that we used to fire off the workflow and include it in the email.
After that, add an If/Else step—“Is the link clicked: Yes or No?” Pull in Trigger Link Clicked as a filter, and again choose the example trigger link.
This way, contacts will go down one path if they click the link within a certain time frame, and a different path if they don’t.
This is just one example of how you can automate based on a trigger link—however, the opportunities are endless.
Again, trigger links are pivotal in modern marketing due to their ability to provide actionable insights, enable personalisation, and automate workflows.
By tracking user interactions and click activity, businesses gain valuable data on audience behaviour and preferences, leading to informed decision-making and campaign optimisation.
Personalised experiences are made possible by assigning unique trigger links to different audience segments, fostering higher engagement and conversion rates.
Through automated workflows triggered by link clicks, marketers can save time and ensure timely interactions with customers.
In this way, trigger links play a vital role in nurturing leads and delivering a seamless, data-driven marketing strategy that drives measurable ROI and success.
That’s it! Make sure to follow any lesson instructions below and mark this as complete to keep moving forward.
