Using Trigger Links in Email Campaigns

Setting Up Trigger Links

How to Create a Trigger Link
Begin by identifying the URL you want to use as your trigger link, such as a link to your booking page, order form, or another desired action for your leads. Next, head over to the "Marketing" section in your CRM, and choose "Trigger Links."

Click on "Add Link," provide a name for your trigger link (for instance, "Support Desk"), enter the URL, and then save it.

Implementing Trigger Link Automation

Create a Tag
Before you start automating the process, ensure you've set up a tag that will be applied to the lead’s profile once they complete the action (e.g., "Support Desk").

Setting Up Automation
Go to the "Automation" section and create a new workflow.

Set the trigger to "Trigger Link Clicked," and choose the link you previously created.

You can set a waiting period, like 20 minutes, to give leads enough time to complete the action.

Then, include an "If/Else" condition to check if the lead has the required 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, such as emails or text messages, encouraging them to complete the action.

Integrating Trigger Links into Campaigns

To optimize the use of trigger links, be sure to include them in your marketing campaigns.
Open your email or SMS campaign within your CRM’s campaign builder.

Wherever you include a call-to-action (CTA), replace the direct link with the trigger link you created. This ensures it redirects to the intended URL when clicked.

Best Practices and Troubleshooting

• Personalize Your Follow-Ups: Customizing your follow-up messages can significantly increase user engagement.
• Monitor and Adjust: Regularly analyze your trigger link automations and make adjustments to timing, message content, and follow-up frequency based on performance.
• Avoid Over-Contacting: Be cautious with the number of follow-ups to prevent overwhelming or annoying potential leads.

Common Questions

• Can I include trigger links in SMS campaigns?
  Yes, trigger links can be used in both email and SMS campaigns within most CRMs.
• How long should I wait before sending a follow-up?
  A 20-30 minute wait is generally a good rule of thumb, giving leads time to act without feeling pressured.
• What if a lead clicks the trigger link but doesn’t complete the action?
  In this case, consider sending a final follow-up or offer help, such as answering any questions they might have, to encourage them to complete the action.