Why this matters
A regular link just takes someone to a URL. A trigger link does the same thing — but also tells you who clicked it, when they clicked it, and can automatically launch follow-up actions the moment it happens. This turns passive link clicks into active lead intelligence. You can identify your highest-intent contacts based on what they actually click — not just whether they opened an email.How to create and use trigger links
Create a trigger link
Go to Marketing > Trigger Links (or find them in the Conversations section depending on your account view). Click New Trigger Link.Give the link a descriptive name — for example, “Pricing Page Click” or “Free Guide Download”. Enter the destination URL the link should point to. Click Save.
Add the trigger link to a campaign
In your email or SMS builder, insert the trigger link as a regular hyperlink or button. In the link URL field, select your trigger link from the available options — the platform replaces the URL with a tracked version automatically.
Build a workflow based on the click
In Automation > Workflows, create or open a workflow. Add the trigger Trigger Link Clicked and select the specific trigger link you want to respond to.When a contact clicks that link, the workflow fires automatically.
Add actions to the workflow
After the trigger, add the actions you want to execute when someone clicks:
- Send SMS: Immediately follow up with a relevant message
- Send Email: Deliver related content or a personalized offer
- Add Tag: Mark the contact as interested in the specific topic
- Update Pipeline: Move the contact to a new opportunity stage
- Wait Step: Pause before the next action
Use if/else branches based on clicks
In a longer sequence, use an If/Else Branch to check whether a contact has clicked a specific trigger link within a time window. Send different messages to contacts who clicked vs. those who did not — keeping your follow-up relevant to their actual behavior.
Key points
How trigger links differ from regular links
How trigger links differ from regular links
A regular link takes the contact to a URL without notifying the platform. A trigger link passes through the platform first — recording the click event and firing any associated automation — before redirecting the contact to the destination URL. The redirect is instant and invisible to the contact.
Using wait steps with trigger links
Using wait steps with trigger links
In a workflow, add a Wait Step configured to wait until the contact clicks a trigger link (or until a time limit expires). This is useful when the next action depends on whether the contact engaged with your content.
Trigger links in SMS vs. email
Trigger links in SMS vs. email
Trigger links work in both SMS messages and emails. In SMS, the tracked link is shortened automatically for readability. In email, the link can be attached to button text or inline text.
Best uses for trigger links
Best uses for trigger links
Common use cases: tracking who clicks a pricing page, triggering an immediate follow-up when someone downloads a lead magnet, segmenting contacts based on which product category they clicked, and identifying your most engaged leads for high-priority manual follow-up.
Key benefits
Behavioral insights
Behavioral insights
Understand exactly what your audience is interested in based on what they click.
Personalized follow-up
Personalized follow-up
Automatically send relevant messages to contacts based on their specific click behavior.
Precise segmentation
Precise segmentation
Tag and segment contacts based on engagement events rather than just message opens.
Timely automation
Timely automation
Fire workflows immediately when a contact shows interest — the most valuable moment to engage.
Conversion optimization
Conversion optimization
Identify your highest-intent leads by tracking who clicks your most important links.