Conversations

Trigger Links

Master trigger links, trackable links you can drop into emails and texts. Create them, build custom-value versions, add them to snippets and campaigns, fire automations from them, and read the analytics.

What you'll learn

What a Trigger Link Can Do

Trigger links are one of the simplest tools in Conversations with some of the biggest payoff. Here's the shape of what you're about to learn.

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Create a trackable link

Name a link, paste a URL, like your calendar, directions, or unsubscribe page, and every click gets tracked.

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Build it from a custom value

Point a trigger link at a custom value so one edit updates the destination everywhere it's used.

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Fire automations on click

Use the Trigger Link Clicked trigger to launch a workflow the moment someone taps your link.

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Read the analytics

See how many times each link was clicked, by date range, so you know what's actually working.

Key definitions

Terms worth knowing

A trackable link you place in emails and texts. Clicking it can be tracked and can fire an automation.
A trigger link built from a custom value, so you update the URL in one place and it changes everywhere it's used.
A calendar link that stays the same even if you change the scheduling link. This is the safe link to use inside a trigger link.
The workflow trigger that runs an automation whenever someone clicks the link.
The clicks report, viewable by date range, showing how many times each trigger link was clicked.
"I like trigger links because I can edit the same URL from one place, and I can track every single click."
How it works

What You'll See Inside

Everything you can do with a trigger link, start to finish. Tap a tab to see how each piece works.

Create a trigger link

Name it and paste a URL, like your calendar, directions, or unsubscribe page. Once it's saved, the link is ready to drop into any message and every click on it gets tracked automatically.

Use custom values

Build a trigger link from a custom value instead of a plain URL. Update the custom value's destination in one place and every trigger link built from it updates right along with it, no hunting down every message that used the old link.

Add to snippets

Insert a trigger link into your text and email snippets through the tag menu. Look for the option labeled trigger links, not custom values, so the click still gets tracked when someone uses that snippet.

Drop into campaigns

Add a trigger link to your email templates so every send gets a trackable, editable link. Change where the link points later and every campaign that uses it points to the new destination automatically.

Fire automations

Use the Trigger Link Clicked trigger to launch a workflow the instant someone clicks. Remember to publish the workflow when you're done, an unpublished automation won't fire and won't track anything.

Read the analytics

Open the analytics view to see clicks by date range, search by link name, and adjust the page view. This is where you find out which links people are actually using.

Tips

Worth remembering

  • Use the permanent calendar link so you never have to update it when your scheduling link changes.
  • In the tag menu, pick the option labeled trigger links, not custom values, so clicks are tracked.
  • For unsubscribe links, leave a space before and after so the text doesn't jumble when sending.
  • Always publish the workflow, an unpublished automation won't track the trigger link's clicks.
  • Start simple: directions, an unsubscribe link, or your first seasonal promotion.
Check yourself

Quick Knowledge Check

Four quick questions on this lesson. One attempt each, and the answer is revealed either way.

0 of 4 answered

Which type of link should you use so it never breaks when your scheduling link changes?

What is the workflow trigger called that fires an automation whenever someone clicks a trigger link?

Why do you need to publish the workflow after building a Trigger Link Clicked automation?

What do you call a trigger link built from a custom value, so editing the URL in one place updates it everywhere?

Apply it

Try this with your favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🔗Trigger Link Campaign Planner
You are a marketing automation consultant helping me plan trigger links, trackable links I can drop into emails and texts that also fire automations when clicked. My business context: - What I do and who I serve: [describe your business and your typical customer in 1-3 sentences] - My goals: [book appointments / drive promotions / get reviews / track directions] - My current offers or promotions, if any: [list them, or write "none yet"] Recommend exactly 3 trigger links I should build first. For each one, give me: - A clear, short link name I could search for later - Where it should point (for example a calendar, a review page, or a promotion page) - Where I should place it (a text snippet, an email snippet, or an email campaign) - What automation should fire when someone clicks it, and what that automation should do - One sentence on why this link earns a spot in my top 3, out of everything I could have built instead Finish by asking me: "Which of these three would drive the most value if I only built one this week? Tell me which one and I will help you write the message that goes around it."
📊Click Analytics Review Template
You are an operations consultant helping me build a simple monthly review template for my trigger link performance, so I can see what's working without digging through raw data every time. My context: - My active trigger links: [list them, or describe the kinds of links you use] - What I most want to learn from this data: [for example which links get the most engagement, which promotions actually convert, or which channel drives the most clicks] - How much time I want to spend on this review each month: [a few minutes / 15-20 minutes / longer if it's worth it] Build me a short review template with these sections: 1. Top performers: which links are getting clicked the most, and why that might be 2. Underperformers: which links are getting little to no engagement 3. One clear action to take next month based on what the data shows Keep the whole template short enough that I would actually fill it out every month instead of skipping it. Finish by asking me: "Do you want a version of this template formatted as a simple checklist instead of sections? Tell me and I will convert it."
Head to Conversations, then Trigger Links. Create your first link with your calendar's permanent link or your directions, add it to a snippet using the tag menu, and set up a Trigger Link Clicked automation so every click gets tracked.