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All About Trigger Links: A Master Help Guide
All About Trigger Links: A Master Help Guide

Use this guide to understand the function of trigger links and you can use them within Ivorey™

Bec Burtt avatar
Written by Bec Burtt
Updated today

Getting Started with IvoreyTrigger Links

Trigger links are a useful method to redirect a user to a specific page, or trigger a certain action you've would like to take place, after they click on the link.

Trigger links can be used inside SMS, Email, FB/IG DM's and WhatsApp features within Ivorey™.

When a user clicks on a trigger link, Ivorey™ will record it in the contact's activity timeline, and trigger a pre-defined action that you have setup inside a workflow for example.


How to Use Trigger Links


Below is a list of ways you can use trigger links within Ivorey™

Dynamic URL Updates in Email Campaigns

Use trigger links to dynamically update URLs in your email campaigns. For instance, if you run monthly or quarterly offer and want to use the same email template, you can set up a trigger link with a custom value that points to the current promotion URL. When a contact clicks on this link, it takes them to the latest promotion page. This way, you can reuse your email template without manually updating the links each time.

Workflow Automation Based on Trigger Link Clicks

You can set up workflows that respond to trigger link clicked. For example, you can create a workflow that sends appointment confirmations and reminders. When a contact clicks on a trigger link in an appointment reminder email, Ivorey™ records the click, triggers the next step in the workflow, such as sending a survey or review request.

Unsubscribe Links for Different Communication Channels

Add unsubscribe trigger links for various communication channels, including SMS, Email, Google My Business (GMB), Facebook, and Instagram. A contact who clicks on these links will be unsubscribed from the respective channel. This ensures compliance with opt-out regulations and helps manage communication preferences effectively.

Tracking Contact Activity

Use trigger links to track a contact's engagement and actions within your SMS and email campaigns. When a contact clicks on a trigger link, their activity is recorded in the contact's activity timeline. This information can be valuable for assessing their behavior and campaign effectiveness.

Educational Resources in Campaigns

Embed trigger links within your email campaigns to provide educational resources. For instance, you can include links to tutorials, how-to videos, or articles related to your products or services. Clicking on these trigger links can trigger automated follow-up actions or track a contact's interest in specific topics.

Event Registration and Updates

If you're organising events, you can use trigger links in your email invitations. When recipients click on the trigger link to RSVP or get event updates, you can automate the process of confirming their attendance, sending event details, or collecting additional information.

Product Recommendations and Personalisation

In your email marketing, incorporate trigger links that lead contacts to personalised product recommendations based on their preferences and past interactions. Triggering this link can initiate automated processes to tailor future communications and product offerings.


How to setup your Trigger Link: A Step-By-Step Guide

STEP 1: Create your Trigger Link

  1. From the Ivorey™ main menu, go to [Marketing]

  2. Along the top menu bar select [Trigger Links]

  3. Click [Add Link] and fill in the details

    1. Name: This is the name you want to title your Trigger Link

    2. Link URL: This is the link you want to redirect your contacts to when they click on it e.g a website URL, a form link, a product

  4. Click [Save] to create the trigger link.

Click here to watch the video below to see how to create your trigger link


STEP 2: Choose how you will share your Trigger Link

How to add the Trigger Link to Your Email

  1. From the Ivorey™ main menu, go to [Marketing]

  2. Along the top menu bar hover over [Emails] > then select [Templates]

  3. Click on the Email Template you want to add your Trigger Link to

  4. Once inside the email builder, highlight the text where you want to insert your trigger link

  5. Then click the 🔗 'link' icon in the top menu bar then fill in the details

    1. Link URL: This is the link key that was created when you made the trigger link

    2. Text to display: this is the text you are adding the link too e.g click here to read more

    3. Title (optional): You can leave this blank, or you can give your link a title

  6. Select if you would like the link to open up in a new tab or open in the browser they are reading your email from

  7. Click [Save] to add your trigger link to the text in your email

Click here to watch how to link your trigger link to an email template

Click here to watch how to link your trigger link a message inside the contact tab

How to add the Trigger Link to an SMS

  1. From the Ivorey™ main menu, go to [Contacts]

  2. Click on the Contact you would like to send an SMS too

  3. Make sure SMS is selected in the message box

  4. Click on the '+' icon along the bottom menu bar of your text box > then click [Trigger Links] and select the trigger link you want to add to the sms

Please Note: At this time you can't hyperlink text inside an SMS. It will display as a custom value, but will be sent as a link.

Click here to watch how you can send a trigger link via SMS


STEP 3: Setup your Workflow

Now it's time to create the actions you want to take place once a contact clicks on your trigger link.

Follow the steps below to setup your client journey using our workflows feature.

Click here to setup your Trigger Link workflow

  1. From the Ivorey™ main menu, go to [Workflows]

  2. Click the [+ Create New Workflow] button at the top right corner of your screen > then select [Start from Scratch]

  3. Rename your workflow e.g [your trigger link name] : clicked > then build out your workflow following the trigger and action steps suggested below

    1. Select Trigger: [Trigger Link Clicked] > [Add Filters] > [Trigger Link] > select your trigger link from the drop down menu > then click [Save Trigger]

    2. Add Action (Optional): [Add Contact Tag] > create or select your tag > then click [Save Action]

    3. Add Action (Optional): [Send Email] if you would like to send them an email once they clicked on the trigger link you can create an email template to add here

  4. You can continue adding actions to complete the client journey you want to take people on once they click the trigger link you sent them

  5. Make sure you click the [Save] button regularly as you build out the workflow > and click [Publish] when you are ready for this workflow to be live

If you want to send a follow up email to contacts that haven't clicked the trigger link you sent, there are some additional steps to setup inside your workflow below:

  1. Inside your workflow, add a [Wait] step after the 'send email' action

  2. Set the wait step condition to [Trigger Link Clicked] and select the Trigger Link you set up

  3. Set a timeout period (e.g. 2 days) to allow recipients time to click on it

  4. The workflow will now automatically create two branches:

    1. Branch 1: "Clicked the Link" → No further action is needed; the workflow ends for these leads.

    2. Branch 2: "Did Not Click the Link" (within the time you set in the wait step action) → Here you can add more actions to this branch e.g send another email to follow up

This ensures that only those who haven’t clicked the link will receive another email, while those who did click won’t receive further follow-ups.

Click here to watch how to setup your Workflow when using Trigger Links


Frequently Asked Questions about Trigger Links

How do I find the contacts' activity timeline?

  1. From the Ivorey™ main menu, go to [Contacts]

  2. Search your contacts in your contacts list and then click on that contact to open up their contact profile

  3. Click on the 'Activity' Icon on the right hand side of your screen and look for the activity titled 'Trigger Link Visited'

How do I send an email to people who haven't clicked a link?

  1. Inside your workflow, add a [Wait] step after the 'send email' action

  2. Set the wait step condition to [Trigger Link Clicked] and select the Trigger Link you set up

  3. Set a timeout period (e.g. 2 days) to allow recipients time to click on it

  4. The workflow will now automatically create two branches:

    1. Branch 1: "Clicked the Link" → No further action is needed; the workflow ends for these leads

    2. Branch 2: "Did Not Click the Link" (within the time you set in the wait step action) → Here you can add more actions to this branch e.g send another email to follow up

This ensures that only those who haven’t clicked the link will receive another email, while those who did click won’t receive further follow-ups.

How do I add a tag based on clicking a specific link in an email?

You can set up a 'Trigger Link' to in your email. Click here to learn how to create a trigger link.

Once you have created your Trigger Link and added it to your email, you can now create a Workflow that will use that trigger link to add your preferred tag to the contact profile when they click on the trigger link in the email.

  1. For the Trigger: select [Trigger Link Clicked] > then click [Add Filters] to select [Trigger Link] > then select the trigger link you created for the email from the dropdown menu

  2. Next add the Action: [Add Contact Tag] > then create a new tag, or select an existing one that you want to be added to the contact profile when they click on the trigger link in your email

By setting up a trigger link and workflow, it will mean that anyone who clicks on the link in your email will, automatically be tagged to the tag you setup in the workflow


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