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Triggering Actions with Trigger Links

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Angie | PurpleCow Digital
Updated 1 year ago
In this article, I’ll show you how you can use triggers to execute actions when certain links are clicked.

To start, we’ll first set up some links that we’ll use for this example.

 

Click Email Marketing on the left side menu, and then click Trigger Links in the top menu.

 

 

This is the Trigger Links view.

 

We want to add a new link, so click the Add Link button in the top right.

 

 

In the pop-up, give your link a name. We have named this link as "Books" and in the link URL field, we have used the Google Books URL. Add your link URL. 

 

Click Save.

 

 

Let’s click the Add Link button again to add another link.

 

We named this second link as "Movies" and in the link URL field, we have used imdb's URL. Add your link name and link URL.

 

Click Save.

 

 

Both our links have been created. 

 

 

Now we’ll move on to creating a campaign. Click Automation in the left menu and then click Campaigns in the top menu.

 

 

This is our campaigns view, and we’ll click the Create Campaign button.

 

 

In the pop-up, give your campaign a name. We are going to use “Hobbies” as our name. 

 

Click Save.

 

 

Next, we’ll need to create an event in our campaign - click the Add Event button and select Email.

 

 

The email editor will pop up. Add an email name, add a subject, and write the body of your email.

 

We’ve already added a default name, a subject, and some text.

 

 

Now, what we need to do is add our new trigger links.

 

Select the text you want to link with a URL. For our example, we have selected our first option, Reading Books. 

 

Then, click the link icon from the editor tools.

 

 

In this Insert link popup, click on the Link list dropdown to reveal the list of available links.

 

The links we just created should be on the list, so select your link. We’re going to select our “Books” link.

 

 

And then click Ok.

 

 

We’re going to do the same thing for our second option, Watching Movies. We’ll select the text and click on the link icon in the tools.

 

Then, we’ll choose our Movies link from the list and click Ok.

 

As you can see, the text for both our options has turned blue, which means that they are now hyperlinks. 

 

Don’t forget to click Save.

 

 

The event has been created, so click the back arrow now.

 

 

Next up, we’ll need to tie everything together.

 

Click Automation on the left menu, and then click Triggers on the top menu to get to your Triggers view.

 

Now, click New Basic Rule to create a trigger.

 

 

In the popup, give your trigger a name and then click Save.

 

 

To choose a trigger condition for our rule, click the drop-down and select Trigger Link Clicked from the list.

 

We’ll also need to click Add filter to specify which trigger link we want to activate our trigger.

 

 

Open the select filter dropdown, and select Trigger Link from the list.

 

In the field to the right, select your desired trigger link from the dropdown list.

 

The trigger links we have created will be in this list, so we’ll select the Books trigger link, and add the appropriate action.

 

 

So far we have defined what will make the trigger to fire. Now, we'll define the action that happens when that trigger fires. 

 

Click the Add Action button.

 

 

In the dropdown list, there are many actions to choose from, such as:

 

  • Adding a contact to a pipeline

  • Sending an email

  • Sending an SMS

  • Adding a tag to the contact

 

And many more.

 

For this example, we are going to add a contact tag - select Add contact tag from the list.

 

 

You can add as many tags as you want using this text field. 

 

We have created a tag "booksreader" for this example. Whenever someone clicks on the Books link embedded in the campaign email, this trigger will fire and will give the contact a “booksreader” tag.

 

 

You can click the name at the top to change your trigger rule’s name.

 

 

And as you can see, we’ve changed this trigger rule’s name to books.

 

 

To use your trigger rule, you’ll need to change the trigger rule from draft to Active and then click Save.

 

 

Creating our second trigger rule will be much easier - we’ll just click Duplicate under the Actions dropdown to copy our first rule.

 

 

A copy trigger dialog box will popup where you’ll enter the new trigger name and click Copy. We named our second trigger, "Movies.”

 

 

Now, all we need to do is replace the trigger link from books to movies on the left side.

 

 

And in the actions on the right side, we’ll change the tag from “booksreader” to “MoviesFan.”

 

 

Lastly, we’ll make the trigger active and click Save.

 

Our Books and Movies triggers have been created successfully and will fire whenever their related trigger links are clicked from the emails we send.

 

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