How to Set Up Trigger Links in Workflows

Trigger links are powerful tools that trigger specific actions when a lead or customer clicks a designated link. These are commonly used in campaigns, emails, funnels, and websites within Advisor's Growth. Below are the steps to create and use trigger links within workflows.

Step 1: Creating Trigger Links

1. Access the Trigger Links Section
   Navigate to Marketing > Trigger Links > Links in the main menu.

2. Add a New Trigger Link
   Click the "Add Link" button.

3. Fill Out Link Details
   A pop-up window will appear, asking you to:

   • Name the trigger link.

   • Provide the URL to which users will be directed upon clicking.

4. Save
   After entering the details, click Save to create the trigger link.

Step 2: Create a Workflow Using Trigger Links

1. Create a New Workflow
   Go to the Automation section and create a new workflow.

2. Set the Trigger to "Trigger Link Clicked"
   Choose Trigger Link Clicked as the trigger type.

3. Define Filters
   In the filters section, select the specific trigger link that you want to use for this workflow.

4. Add Actions
   Add the desired actions that will occur when the trigger link is clicked (e.g., tagging the contact, sending an email, etc.).

5. Save and Publish
   Once the actions are configured, publish the workflow and save it.

Step 3: Using Trigger Links

1. Navigate to Your Workflow or Email Builder
   Open the workflow or email where you want to insert the trigger link.

2. Insert the Trigger Link into an Email

   • Highlight the text where you want the trigger link to be placed.

   • Click the link icon in the editor.

   • Select the trigger link from your Link List in the pop-up window, and click OK.

3. Save Your Changes
   After inserting the trigger link, save your email or workflow to confirm the updates.

FAQs

Q1: How do I access the trigger links section?
A1: Navigate to Marketing > Trigger Links > Links.

Q2: What details are required when creating a trigger link?
A2: You need to provide a name for the trigger link and specify the URL to which users will be directed.

Q3: How do I apply a trigger link in a workflow?
A3: In the workflow builder, set the trigger to Trigger Link Clicked, select the specific link in the filters, add your actions, and publish the workflow.

Q4: How do I insert a trigger link into an email?
A4: In the email editor, highlight the text, click the link icon, select the trigger link from your Link List, and click OK.

Q5: Can trigger links be used in bulk-action emails?
A5: Yes, trigger links can be inserted into both one-off and bulk-action emails.