Quick Answer
What does a Trigger Link do?
A Trigger Link is a tracked hyperlink used inside emails. When a contact clicks it, BizStackPro can record that click on the contact's activity timeline and use the click as a signal for workflow automation.
What Are Trigger Links?
Trigger Links are clickable hyperlinks that you can add to emails sent through BizStackPro.
When a contact clicks a Trigger Link, BizStackPro records the click in that contact's activity timeline.
The click can also be used as a signal for a predetermined workflow action, depending on how your automation has been configured.
Test the complete path
Choose or create a Trigger Link, insert it into an email, send a test to yourself, click the link, and confirm the click appears in the contact activity timeline.
Trigger Links at a Glance
Before You Begin
Make sure the Trigger Link you want to use already exists before inserting it into an email.
- Know which destination or action the Trigger Link represents.
- Use a clear Trigger Link name so it can be found easily in dropdown menus.
- If the Trigger Link does not exist, create it under Marketing → Trigger Links → Links.
- Plan to send a test email before using the link in a live campaign or workflow.
Where You Can Use Trigger Links
Trigger Links can be added in several email areas so click activity can be tracked across direct messages, workflows, campaigns, and templates.
Contacts
Send an email directly to an individual contact and record the Trigger Link click in that contact's activity timeline.
Conversations
Insert a Trigger Link while composing an email from a conversation thread.
Workflows
Add Trigger Links inside automated Send Email actions.
Campaigns and Templates
Insert Trigger Links into emails created with the Email Builder.
Use clear names
Names such as Pricing - Click or Book Demo - Click make Trigger Links easier to identify when selecting them from a dropdown.
Using Trigger Links in Contacts or Conversations
Step 1: Open the Contact or Conversation
Open Contacts and select a contact, or open Conversations and select the appropriate thread.
Step 2: Open the Email Composer
Choose the email composer for the contact or conversation.
Step 3: Open the Trigger Link Option
Select the Trigger Link or hyperlink option available in the email editor.
Step 4: Select the Trigger Link
Choose the desired Trigger Link from the dropdown. The URL should populate automatically.
Step 5: Add the Display Text
Enter the text that should appear as the clickable link.
Step 6: Send and Verify
Send the email and confirm the click appears in the contact's activity timeline.
Trigger Link missing from the dropdown?
Create the link under Marketing → Trigger Links → Links, then return to the email composer and select it.
Using Trigger Links in Workflows
Step 1: Open the Workflow
Go to Automation → Workflows and open an existing workflow or create a new one.
Step 2: Open the Send Email Action
Add or edit a Send Email action.
Step 3: Select the Link Text
Highlight the text you want to make clickable and select the hyperlink option.
Step 4: Choose the Trigger Link
Select the Trigger Link from the dropdown so its URL auto-populates.
Step 5: Save the Workflow
Save the link, save the email action, and then save or publish the workflow.
Test the workflow
Add a Trigger Link to a test workflow email, enroll a test contact, click the link, and confirm the activity is recorded as expected.
Using Trigger Links in the Email Builder
Step 1: Open Campaigns or Templates
Go to Marketing → Emails and open Campaigns or Templates.
Step 2: Open the Email
Create a new email or edit an existing one.
Step 3: Edit the Content Element
Select a text element, or another supported element, and open the hyperlink option.
Step 4: Select the Trigger Link
Choose the desired Trigger Link from the dropdown so its URL is inserted.
Step 5: Save and Test
Save the email and send a test so you can confirm that the click is being tracked properly.
Use descriptive link text
Text such as View Pricing or Book Your Spot helps the recipient understand what the link is for before clicking.
Trigger Link Best Practices
Frequently Asked Questions
What is a trigger link?
How do I use trigger links in contacts or conversations?
How do I add trigger links to a workflow?
How can I add trigger links in the email builder?
Continue Learning
Continue with related Email and Trigger Link guides for building links, editing emails, and using Trigger Links in other message types.
