Skip to main content
Trigger links are special URLs that, when clicked by a contact, automatically fire a workflow action in the HoopAI Platform. They are most powerful when embedded in email and SMS campaigns to track engagement and trigger automated follow-ups based on contact behavior.
  1. A contact receives an email or SMS containing a trigger link
  2. When the contact clicks the link, the HoopAI Platform records the click event
  3. Any workflow with a “Trigger Link Clicked” trigger activates automatically
  4. The workflow can tag the contact, send follow-ups, update a pipeline stage, and more
1

Create a trigger link

Go to Marketing > Trigger Links (or the Conversations > Trigger Links section) and create a new trigger link with a name and destination URL.
2

Add a button element to your email

In the email builder (Templates or Campaigns), drag a Button element into your layout.
3

Set the button action to a trigger link

In the button settings, click the Link URL field. Click the tag icon, then select Trigger Links from the dropdown. Choose your desired trigger link from the list.
4

Build the automation workflow

Go to Automation > Workflows and create a new workflow:
  • Add the trigger “Trigger Link Clicked”
  • Click Add Filter, set the filter to Trigger Link, and select your link
  • Click Save Trigger
  • Add the workflow actions (tag contact, send follow-up, update opportunity, etc.)
5

Send or schedule your campaign

The trigger link is now active. When contacts click the button, the workflow fires automatically.
A common pattern is to send an email with a trigger link and follow up with contacts who click it but do not complete a desired action (such as booking a call or filling out a form).
1

Set up the trigger link workflow

Create a workflow with the Trigger Link Clicked trigger.
2

Add a Wait action

Add a Wait action for a set period (e.g., 20 minutes) to give the contact time to complete the action.
3

Add an If/Else condition

After the wait, add an If/Else condition checking whether the contact has a specific completion tag (assigned when they finish the action).
  • Yes (has tag) → Remove from workflow (no follow-up needed)
  • No (no tag) → Proceed to follow-up messages
4

Add follow-up actions

For contacts without the completion tag, add automated follow-ups (email, SMS, internal notification) reminding them to take action.
5

Create a completion tag workflow

Create a separate, simple workflow that:
  • Triggers when the desired action is completed (e.g., Form Submitted)
  • Adds the completion tag to the contact

​
Best practices

Make automated follow-up messages as personal as possible using the contact’s name and referencing what they clicked. This significantly improves engagement.
Name trigger links clearly (e.g., “Email-BlogLink-March2026”) so they are easy to identify in the workflow filter dropdown.
Limit the number of automated follow-ups to avoid overwhelming contacts. A sequence of 2–3 follow-ups spaced 24–48 hours apart is a good starting point.
Regularly review trigger link click rates and workflow outcomes. Adjust timing, messaging, and frequency based on performance data.

​
Frequently asked questions

A 20–30 minute wait is a reasonable starting point, giving contacts time to complete the action without feeling rushed. Adjust based on the complexity of the action you are requesting.
Trigger links are especially effective for content upgrades (e.g., “Click to download your free guide”) — the click itself confirms interest, and the workflow can immediately deliver the content and tag the contact as a hot lead.
Last modified on March 4, 2026