Learn how to create trigger links in the HoopAI Platform to track who clicks your links and fire automated follow-ups based on click behavior.
Trigger links let you track exactly who clicks a link in your emails or SMS messages — and when. Unlike regular URLs, a trigger link fires a platform event every time it is clicked, which you can use to start a workflow, apply a tag, or branch your automation based on engagement behavior.
The Trigger Links for Tracking Clicks lesson in the HoopAI Academy
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.
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.
Creating a new trigger link in the Marketing section of the HoopAI Platform
2
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.
3
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.
Configuring a Trigger Link Clicked workflow trigger to fire on a specific link click
4
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
A trigger link click indicates high intent. The follow-up action should be immediate and relevant — if someone clicks your pricing page link, send them a message about scheduling a call or a quote within minutes.
5
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.
6
Analyze click statistics
View detailed click analytics for each trigger link from the Trigger Links section. See total clicks, unique clicks, and a full log of which contacts clicked and when.
Viewing trigger link click analytics — total clicks, unique clicks, and contact log
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
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 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
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.
