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.

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 Workflows > 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 - this is where you want your customers to land after clicking the link
5. Click (Enter a URL Above) in Auto-generated Trigger Link to generate the trigger link
6. Select an Action, like "Set a primary or custom field value on a person's profile" or "Send an email to a person" under What actions should we perform?
7. Click Save Rule
8. Click Draft > Activate

Workflow Goal

1. Go to Workflows > 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 primary or custom field value on a person's profile" or "Send an email to a person" underneath the trigger
10. Add any additional nodes
11. Toggle your Workflow ON

Workflow Trigger

1. Go to Workflows > 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 primary or custom field value on a person's profile" or "Send an email to a person" underneath the trigger
10. Add any additional nodes
11. Toggle your Workflow ON

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. This is the website page you want your customers to land on when they click your Trigger Link.

• 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 Single Email Campaign, Email Series, 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.

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>

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 could be triggered in one of the above Automations if you add it

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.