Trigger Links Setup

This guide walks you through creating your first trigger link and connecting it to a workflow automation. By the end, you will have a trackable link that redirects contacts to your destination while simultaneously firing follow-up actions.

Prerequisites

Before creating your first trigger link, prepare these components:

Destination URL where contacts will be redirected (landing page, booking calendar, offer page, or any web destination)
Workflow plan outlining what should happen when the link is clicked
Message or campaign where the trigger link will be placed (SMS, email, or messaging channel)
Clear naming convention for organizing multiple trigger links

Create Your First Trigger Link

Navigate to your Sub-account and click Marketing in the left sidebar. Select Trigger Links from the submenu, then click the Links tab at the top.

Click Add Link in the top-right corner. The link creation form opens with two required fields:

Name: Enter a descriptive name that tells you exactly what this link tracks and where it points. Use specific names like “Spring Sale Landing Page” or “Free Consultation Booking” instead of generic names like “Link 1” or “Promo Link.”

URL: Paste the full destination URL where contacts will be redirected after clicking. This must be a complete URL including the protocol (https://example.com/offer-page). Do not modify or shorten this URL.

Click Save. The system generates a unique trigger link URL and displays it in your links list. This generated URL is what you will insert into your messages.

Copy the Trigger Link

Locate your newly created trigger link in the links list. Click the Copy icon next to the link or click the link name to open its detail view and copy from there.

The generated trigger link looks different from your destination URL. It routes through the platform’s tracking system before redirecting the contact. Do not modify this generated URL manually or it will break tracking.

Create a Workflow to Respond to Clicks

Navigate to Automation > Workflows and click Create Workflow. Give your workflow a descriptive name like “Spring Sale Follow-up” or “Consultation Booking Actions.”

Click Add Trigger and select Trigger Link Clicked from the trigger list. A filter panel opens on the right side.

In the Trigger Link filter dropdown, select the specific trigger link you just created. This ensures the workflow only fires when contacts click that specific link, not any other trigger links in your account.

Click Save Trigger. The trigger block now displays your selected link name.

Add Follow-Up Actions

Below the trigger, click the + icon to add your first action. Common follow-up actions include:

Send Email:

Thank the contact for their interest
Provide additional information about the offer
Include a special discount code or limited-time bonus

Send SMS:

Send a quick confirmation text
Provide next steps or instructions
Share your direct contact information for immediate questions

Update Contact:

Add a tag like “clicked-spring-promo” or “interested-in-service”
Update a custom field to track engagement
Increase lead score for engaged contacts

Create Opportunity:

Add the contact to your sales pipeline
Assign them to a specific pipeline stage like “Hot Lead”
Set deal value and expected close date

Internal Notification:

Alert your sales team via email or SMS
Include contact details and which link they clicked
Provide context for immediate follow-up

Add multiple actions in sequence by clicking the + icon after each action. Build a complete follow-up sequence that moves the contact toward conversion.

Click Publish at the top of the workflow builder, then click Save. Your workflow is now active and will fire automatically every time a contact clicks your trigger link.

Insert the Trigger Link into a Message

Now that your trigger link and workflow are ready, insert the link into your message.

For SMS broadcasts or individual texts:

Navigate to Contacts and open your target Smart List
Click Send SMS and compose your message
Place your cursor where the link should appear
Click the Custom Values button (or type {{)
Search for “trigger” and select your trigger link by name
The system inserts the trigger link URL into your message body

For email campaigns:

Open your email in the campaign builder or template editor
Highlight the text you want to hyperlink (for example, “Click here to claim your offer”)
Click the Link icon in the formatting toolbar
In the URL field, click Custom Values and select your trigger link
The hyperlink now uses the trigger link URL behind the anchor text

For workflow messages:

Add a Send Email or Send SMS action in your workflow
Compose your message in the action editor
Use the same Custom Values method to insert the trigger link

Set Up Optional Wait Steps

For advanced workflows, use the Wait action to pause the workflow until the contact clicks your trigger link. This creates branching paths based on engagement.

Add a Wait action at the point in your workflow where you want to pause. Configure these settings:

Wait for: Select Trigger Link Clicked
Trigger Link: Choose your specific trigger link
Timeout toggle: Enable this to automatically skip the wait after a defined time period (for example, 3 days)

Below the Wait action, add an If/Else branch to create two paths:

If the link was clicked: Send a confirmation email and move to the next step If the wait timed out (no click): Send a reminder message or move to a different nurture sequence

This structure ensures contacts who engage get immediate follow-up, while unengaged contacts receive additional nudges.

Test Your Setup

Before launching to your full audience, test the complete flow:

Send a test message:

Add yourself as a test contact or use an existing test contact
Send a message containing your trigger link to that contact
Open the message on your phone or in your email inbox

Click the trigger link:

Tap or click the link in your test message
Verify you are redirected to the correct destination URL
Check that the page loads properly

Verify the workflow fires:

Navigate to Automation > Workflows and open your workflow
Click the Activity or History tab
Confirm your test contact appears in the workflow execution log
Check that all actions in the workflow completed successfully

Check contact activity:

Navigate to Contacts and open your test contact record
Click the Activity tab
Verify the trigger link click appears in the timeline with the correct timestamp

If any step fails, review your trigger link URL, workflow trigger filters, and message insertion method.

Test Your Setup Checklist

Verify these success indicators:

Trigger link appears in the Marketing > Trigger Links > Links list with a green active status
Clicking the link redirects to the correct destination URL
Workflow trigger filter is set to the correct trigger link name
Workflow shows active/published status
Test click appears in contact activity timeline
Workflow actions execute as expected (emails send, tags apply, notifications fire)
Multiple clicks from the same contact are tracked separately (if applicable)

Next Steps

Now that your first trigger link is working, expand your trigger link strategy:

Create separate trigger links for different campaigns to track performance by source
Build trigger links for each product or service category to segment contacts by interest
Set up unsubscribe trigger links that update DND settings automatically
Use trigger links in multi-channel workflows (email, SMS, and social messaging)
Combine trigger links with Lead Scoring to award points for click engagement
Explore Email Campaigns to include trigger links in broadcast sends
Learn about Custom Values to create dynamic destination URLs that change without editing the trigger link
Set up A/B Testing by creating multiple trigger links to the same destination and comparing click-through rates