How To Use Trigger Links in Emails

Trigger links are a great way to pivot off a "click" within an Email and direct the contact to a specific website at the same time. When a trigger link is clicked, the system will attribute the click to the contacts' activity timeline and trigger a predetermined action within a workflow created for this purpose.

There are four primary locations where a trigger link can be used for emails:

• Contacts

• Conversations

• Workflows

• Email Campaigns/Templates

Part 1:Using Trigger Links from Contacts/Conversations

Navigate to Contacts and Click on a specific contact

Select the email tab

Alternatively, navigate to conversations and view a specific conversation and select the email tab

Click on the “More” icon (“+”) > Trigger Links and select the link

Note: If you need to create a trigger link navigate to Marketing > Trigger Links > Links and add a link.

Please Note: Conversations/Contact card email editor does not allow hyperlinking a trigger link at this time.

Part 2: Using Trigger Links from Workflows

Navigate to Automation > Workflows and hit the “+ Create Workflow” button or edit an existing workflow

Add or edit the Send Email Action

You will see a Trigger Links Dropdown that you could use the same way as before

Ideally, type a word and highlight it and select the hyperlink icon instead

Select the trigger link from the dropdown and it will auto-populate the URL value edit as preferred

Save the link, action, and workflow

Part 3: Using Trigger Links from the Email Builder

The email builder is an editor for email campaigns and email template

Navigate to Marketing > Emails > Campaigns or Templates and edit or create one

Add or edit an existing Text Element by clicking on it

Similar to the use in Automation you can hyperlink or use the Trigger Link directly. Or hyperlink the link by typing a word, highlighting it, and selecting the hyperlink icon.

Save any changes and you will be able to use trigger links in emails.

There are many ways to use trigger links, reach out if you have any questions!