🎖️Use Trigger links in your SMS and emails for personalized follow-ups

Learn how to create smart links to automate your follow-ups and personalize your interactions in real-time.

What is a Trigger Link?

A Trigger Link is a special link that automatically triggers an action once clicked. In Centiva CRM, these links can be used to automate tasks like adding tags, setting reminders, creating automated tasks, and much more.

Step 1: Access the Marketing Section

Once logged into the Centiva CRM application, you will be directed to the dashboard. In the left menu, go to the conversations page by clicking on "Marketing."

Step 2: Navigate to the "Trigger Links" Tab

Look for the "Trigger Links" tab. From the dropdown menu, click on “Links” to open the page where all trigger links are displayed.

Step 3: Create a Trigger Link

1. At the top right of the page, click the "+ Add Link" button. 

2. A new window will appear where you can enter the trigger link information:

   1. Name: Give a meaningful name to your trigger link for easy recognition.
   2. URL: Enter the URL for the trigger link.

Step 4: Use the Trigger Link in an Email Campaign

1. Once you have created the Trigger Link, copy the generated link to trigger one or more automated actions when your client clicks on it.
2. Go to the Email Campaign section of your CRM.
3. Open or create a campaign where you want to include the Trigger Link.
4. Paste the Trigger Link URL in your email message, where you want the prospect to click.
   Save and publish your campaign.

Example usage in a message:

Replace "[your trigger link here]" with the actual link generated after configuration in Centiva CRM.

Step 5: Set Up the Trigger Link from the Automation Tab

1. Navigate to the “Automation” page.

2. Create a new automation, and from the list of triggers, choose Trigger Link, then select the Trigger Link you previously created.

3. Determine the actions to trigger: Once the Trigger Link is activated by your prospect's click, you can choose various actions to automate. For example:

   • Add a tag to your contact to qualify them based on their engagement.
   • Send an internal notification to remind you to follow up with this prospect.
   • Add a task to schedule a visit with the client.
   • Set a delay and reminder, in case the prospect does not click the link, to follow up with them.

Step 6: Follow-up and Optimization

• Test and analyze Performance: After deploying your campaign, use Centiva CRM's analytics tools to track the performance of the trigger link. This will allow you to adjust and optimize your automations to improve client engagement and boost your marketing efficiency.
  By following these steps, you can effectively create and use a trigger link from the Marketing page in Centiva CRM.