Links

This is an overview of trigger links and how you can best utilize them. Trigger links are created to trigger a particular action based on what and where a particular lead/customer clicks. There are multiple ways to use trigger links, most commonly in campaigns, emails, funnels, and websites.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Trigger Links List

Name

Your existing trigger links will be filtered alphabetically by the name here.

Link URL

The destination URL will be listed here. When you create a trigger link, it will have unique URL for tracking purposes that look different from the destination URL.

Search Trigger Links

To search for a specific trigger link, please use this search bar.

Actions

You can edit and/or delete trigger links here.

Creating New Trigger Links

Add Link

If you want to create a new trigger link, simply click this button.

Name Your Trigger Link

Make sure you name your link appropriately. Naming conventions are very important for organizational purposes.

Add Trigger Link URL

Here you will paste the URL you want to direct your new leads and customers to.

For example, if you want a new trigger link that sends people to your website, you can simply paste the URL of your website here.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!