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Triggering Actions with Trigger Links

This video shows how to initiate an action based on when a Trigger Link is clicked by a person.

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Written by Daina

Set up two trigger links, add them to an email campaign, then build a workflow that branches on which link a contact clicked so each contact receives the right follow-up. Use this when you want to segment your database based on which product or offer they show interest in.


1. Open the Trigger Links tab

  • Click Marketing in the left-hand menu.

  • Click Trigger Links in the top tab bar.

You will see the list of existing trigger links.

Step 1


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2. Create the trigger link for product A

  • Click + Add Link at the top right.

  • In the Add Trigger Link window, type a name into Name, for example Product A.

  • Enter the destination address in Link URL, for example test.com.

  • Click Save.

Step 2

Tip: Both trigger links can point at the exact same page. What matters is that they are two separate trigger links.


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3. Create the trigger link for product B

  • Click + Add Link again.

  • Name this one Product B and enter the same or a different Link URL.

  • Click Save.

The Trigger Links list now shows both Product A and Product B.

Step 3


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4. Check both trigger links are listed

Confirm the list shows a row for Product A and a row for Product B, each with its own Link Key.

Step 4


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5. Start a new email campaign

  • Still in Marketing, click Emails in the top tab bar.

  • Toggle to Campaigns.

  • Click New at the top right and choose Blank.

  • In the Select Your Editing Experience window, click Select under Design Editor.

Step 5


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6. Add your email text

  • Drag a Text element from the Elements panel onto the canvas.

  • Type your copy, for example "Click here if you want more information about product A" and "Or click here if you want more information about product B".

Step 6


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7. Insert the trigger links as plain links (option 1)

  • With the text element selected, click Trigger Links at the top right of the editor toolbar.

  • Choose the Product A trigger link to drop it under your first line.

  • Repeat and choose the Product B trigger link for the second line.

Step 7


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8. Link the text itself instead (option 2)

  • Highlight the sentence you want to turn into a link.

  • Click the Link Text button in the toolbar.

  • In the Add/Edit Link window, click the tag icon at the right of Link URL, choose trigger links, then select Product A.

  • Click Save.

Step 8

Tip: Linking the text keeps the email looking cleaner than showing a raw link.


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9. Confirm the text is linked

Check that the highlighted sentence now appears as a link. Repeat the same steps for the product B sentence using the Product B trigger link.

Step 9


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10. Add trigger links behind buttons (option 3)

  • Drag a Button element onto the canvas.

  • In the button settings, click the tag icon next to the link URL, scroll down to trigger links and select Product A.

  • Name the button, for example Product A, then add a second button for Product B.

Step 10


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11. Name and save the campaign

  • Click the campaign name at the top and rename it, for example Product A or B.

  • Click Save at the top right.

Step 11

Watch out: Do not send the email to your database until the workflow below is built and published, or clicks will not trigger anything.


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12. Create a new workflow

  • Click Automation in the left-hand menu.

  • Click Create Workflow at the top right and choose Start from Scratch.

Step 12


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13. Name the workflow

Click the workflow name at the top of the builder and rename it, for example Product A or B.

Step 13


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14. Add the trigger for product A

  • Click Add New Trigger.

  • Select the Trigger Link Clicked trigger.

  • Add a filter, choose Trigger Link, then select the Product A trigger link.

  • Rename the trigger so it is clear what fires it, then click Save Trigger.

Step 14


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15. Add the trigger for product B

  • Click Add New Trigger again.

  • Select Trigger Link Clicked, add a Trigger Link filter and choose the Product B trigger link.

  • Rename the trigger and save it.

  • Click Save at the top right to lock in both triggers.

Step 15


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16. Add an if/else condition

  • Click the plus icon below the triggers.

  • Find and select the if/else condition action.

  • Name the action, for example Which product?.

Step 16


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17. Build the product A branch

  • Name the first branch Product A.

  • Click the filter box under Branches and choose the field Workflow Trigger.

  • Set the operator to Is.

  • Select the Product A Trigger Link Clicked trigger as the value.

Step 17


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18. Build the product B branch and save

  • Click + Add Branch and name it Product B.

  • Set the condition to Workflow Trigger, Is, and select the Product B Trigger Link Clicked trigger.

  • Save the action.

Step 18


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19. Add the follow-up actions under each branch

Click the plus icon under each branch and add the actions you want, for example:

  • Add to Workflow to drop contacts into a product-specific nurture sequence.

  • A series of emails.

  • Add Contact Tag to tag them Product A or Product B.

  • Internal notifications so your team knows who registered interest.

Step 19


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20. Publish the workflow

  • Switch the Publish toggle on at the top right.

  • Click Save.

Step 20


Notes

  • The destination of each trigger link is up to you. A simple landing page saying the information is on its way works well.
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  • All three ways of adding a trigger link to an email (plain link, linked text and button) can be mixed in the same campaign.

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