How do I create and track trigger links?

A trigger link is a trackable link you put in a text, email or Snippet. When a contact clicks it, the click is logged on their record and can start a workflow. For example, when a family clicks a link to your "Paying for Home Care" guide, a workflow could tag them and alert your intake coordinator.

Create a trigger link

1. Go to Conversations and click the Trigger Links tab at the top.
2. Click + Add Link.
3. Enter a clear Name and paste the destination Link URL.
4. To add a personal detail to the URL, such as the contact's first name, click the {} icon and choose a custom value.
5. Click Save.

Use a trigger link in a message

1. On the Trigger Links page, click the copy icon next to the link's Link Key.
2. Paste the key into a text, email, Snippet or workflow message.

Always use the copied key, not the plain website address, or clicks will not be tracked.

Manage your links

• Use Search to find a link by name.
• Open the three-dot menu on a row to Edit or Delete a link.
• Choose Analytics from the same menu to see unique clicks and which contacts clicked, for a date range you pick.
• Use the controls at the bottom right to change pages or rows per page.

Common questions

• What can a click do? It is logged on the contact and can trigger a workflow, such as adding a tag or creating a follow-up task.
• How many custom values can I add? There is no set limit, but keep links short so they work in every email program.

Have a question about your own account? Submit a ticket and our team will follow up.