Triggering Actions with Trigger Links

Here is a description of trigger links and their practical applications. Trigger links are embedded within a system to initiate specific actions when a lead or customer clicks on them. These versatile links can be employed in various contexts, including campaigns, emails, funnels, and websites.

In this article, we'll show you how you can use triggers to execute actions when certain links are clicked.

Navigating Trigger Links

To start, we’ll first set up some links that we’ll use for this example.

 Click “Email Marketing” on the left side menu, and then click “Trigger Links” in the top menu.

This is the Trigger Links view.

 We want to add a new link, so click the “Add Link” button in the top right.

In the pop-up, give your link a name. We have named this link "Books" and in the link URL field, we have used the Google Books URL. Add your link URL. 

Click “Save”.

Let’s click the “Add Link” button again to add another link.

We named this second link as "Movies" and in the link URL field, we have used imdb's URL. Add your link name and link URL.

Click “Save”.

Both our links have been created. 

Now we’ll move on to creating a campaign. Click “Automation” in the left menu and then click “Campaigns” in the top menu.

This is our campaign view, and we’ll click the “Create Campaign” button.

In the pop-up, give your campaign a name. We are going to use “Hobbies” as our name. 

 Click “Save”.

Next, we’ll need to create an event in our campaign - click the “Add Event” button and select Email.

The email editor will pop up. Add an email name, add a subject, and write the body of your email.

We’ve already added a default name, a subject, and some text.

Now, what we need to do is add our new trigger links.

Select the text you want to link with a URL. For our example, we have selected our first option, Reading Books. 

Then, click the “Link Icon” from the editor tools.

In this Insert link popup, click on the Link list dropdown to reveal the list of available links.

The links we just created should be on the list, so select your link. We’re going to select our “Books” link.

And then click “Ok”.

We’re going to do the same thing for our second option, Watching Movies. We’ll select the text and click on the link icon in the tools.

Then, we’ll choose our Movies link from the list and click Ok.

As you can see, the text for both our options has turned blue, which means that they are now hyperlinks. 

Don’t forget to click “Save”.

The event has been created, so click the “back arrow” now.

Next up, we’ll need to tie everything together.

Click “Automation” on the left menu, and then click “Triggers” on the top menu to get to your Triggers view.

Now, click “New Basic Rule” to create a trigger.

In the popup, give your trigger a name and then click “Save”.

To choose a trigger condition for our rule, click the drop-down and select “Trigger Link Clicked” from the list.

We’ll also need to click “Add filter” to specify which trigger link we want to activate our trigger.

Open the select filter dropdown, and select “Trigger Link” from the list.

In the field to the right, select your desired trigger link from the dropdown list.

The trigger links we have created will be in this list, so we’ll select the Books trigger link, and add the appropriate action.

So far we have defined what will make the trigger to fire. Now, we'll define the action that happens when that trigger fires. 

Click the “Add Action” button.

Actions

In the dropdown list, there are many actions to choose from, such as:

1. Adding a contact to a pipeline

2. Sending an email

3. Sending an SMS

4. Adding a tag to the contact

And many more.

For this example, we are going to add a contact tag - select “Add Contact Tag” from the list.

You can add as many tags as you want using this text field. 

We have created a tag "booksreader" for this example. Whenever someone clicks on the Books link embedded in the campaign email, this trigger will fire and will give the contact a “booksreader” tag.

You can click the name at the top to change your trigger rule’s name.

And as you can see, we’ve changed this trigger rule’s name to books.

To use your trigger rule, you’ll need to change the trigger rule from draft to “Active “and then click “Save”.

Creating our second trigger rule will be much easier - we’ll just click “Duplicate” under the Actions dropdown to copy our first rule.

A copy trigger dialog box will pop up where you’ll enter the new trigger name and click “Copy”. We named our second trigger, "Movies.”

 Now, all we need to do is replace the trigger link from books to movies on the left side.

And in the actions on the right side, we’ll change the tag from “booksreader” to “MoviesFan.”

Lastly, we’ll make the trigger active and click “Save”.

Our Books and Movies triggers have been created successfully and will fire whenever their related trigger links are clicked from the emails we send.