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Create Deeper Customer Interactions with Trigger Links

Understand Trigger Links

Trigger Links are a specially configured URL generated by Drip. When a customer clicks on a Trigger Link, it communicates a click-on action to Drip and allows you to trigger a Rule or Workflow. A Trigger Link can be shared with a customer as a hyperlink in a Drip email or directly on your website.

Trigger links do not work in non-Drip emails.

The Customer Journey with Trigger Links

Do more than track what your customers are up to, take action and engage with them personally. Here are two example scenarios of how to use trigger links in Drip.

Trigger Links in Email

  1. Customer is sent an email with a CTA button that contains a Trigger Link
  2. Customer clicks on the CTA button and triggers an Automation
  3. They trigger a Rule, Workflow, or achieves a Goal in a Workflow
  4. An action to Send an Automation email containing a coupon code is triggered

Trigger Links on a Website

  1. Customer visits your website
  2. Customer clicks on text or image hyperlinked with a Trigger Link
  3. Customer triggers a Rule, Workflow, or achieves a Goal in a Workflow
  4. An Action to Apply a tag is triggered, and they are marked as interested in your site

A person must be identified to trigger the Automation.

Set Up your Automation

To utilize the Trigger Link feature, you need to include the Trigger or Goal (Workflow only) Clicked a Trigger Link in your Automation. You do not need to create all of the automation options below, only one is needed.

Rule

  1. Go to Automation > Rules
  2. Click + New Rule
  3. Select Drip > Clicked a Trigger Link under What should trigger this rule?
  4. Enter the URL for your trigger link in Destination URL
  5. Click (Enter a URL Above) in Auto-generated Trigger Link to generate the trigger link
  6. Select an Action, like Set a Custom Field, Send a One-Off email under What actions should we perform?
  7. Click Save Rule
  8. Click Draft > Activate

Workflow Goal

  1. Go to Automation > Workflows
  2. Click + New Workflow
  3. Give the Workflow a name and click Create Workflow
  4. Click + > Goal to add the Workflow trigger
  5. Select Drip > Clicked a trigger link
  6. Enter the URL for your trigger link in Destination URL
  7. Click (Enter a URL Above) in Auto-generated Trigger Link to generate the trigger link
  8. Click Update Trigger
  9. Add an Action node, like Set a Custom Field or Send a One-Off email underneath the trigger
  10. Add any additional nodes
  11. Click Start Workflow

When the customer clicks the Trigger Link they will achieve the Goal and move to that point in the Workflow.

Workflow Trigger

  1. Go to Automation > Workflows
  2. Click + New Workflow
  3. Give the Workflow a name and click Create Workflow
  4. Click Define your trigger… to add the Workflow goal  
  5. Select Drip > Clicked a trigger link
  6. Enter the URL for your trigger link in Destination URL
  7. Click (Enter a URL Above) in Auto-generated Trigger Link to generate the trigger link
  8. Click Update Trigger
  9. Add an Action node, like Set a Custom Field or Send a One-Off email underneath the trigger
  10. Add any additional nodes
  11. Click Start Workflow

When the customer clicks the Trigger Link they will trigger the Workflow and start through the automation.

Destination URL

The destination URL field is required and cannot be left blank.

  • The Trigger Link does not fire if you do not enter a destination URL.
  • The destination URL must navigate to a website with the JavaScript snippet to trigger an Automation.

A destination URL can be configured using Liquid code. The http:// or https:// protocol must be present at the start of the URL.

http://{{liquid_code}} or https://{{liquid_code}}

Add your Trigger Link in an Email

Drip Email

  1. Create a Broadcast, Campaign, or Automation Email
  2. Select the text to hyperlink in the email
  3. Click Link
  4. Select Trigger Link
  5. Select the automation that should be triggered
  6. Select the trigger URL
  7. Click Insert

The automation you selected will be fired when someone clicks on the trigger link in your email.

Trigger Links do not fire when used in a Test Email.

Website

  1. Copy the Drip generated Trigger Link URL from your Automation “http://drip.la/c/…”

  2. Navigate to your website

  3. Double check the JavaScript snippet is installed and if needed custom domain tracking is turned on

  4. Insert the Trigger Link URL into your hyperlink code: <a href="trigger link url">link text</a>

Evaluate the Results

Check the results of your Trigger Link.

  • Look at workflow analytics.
  • Segment for the tag or custom field applied after people clicked the trigger link.
  • View email metrics for the email that was sent after people clicked on the trigger link.
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