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HubSpot | How to trigger workflows from link clicks in your messages

  • Updated

We're now showing link clicks in a contact's timeline, including which link they clicked and how many times they clicked it.

Here's an example:

[placeholder step, actual steps start from the 2nd step]This is what the contact's timeline would look like. It shows: 1. Link that they clicked 2. Number of clicks

 

You can also use this value to trigger workflows. 

Say for example you wanted your sales team to follow-up with every customer who clicks on a link in an SMS campaign you send out. You can create a workflow that adds contacts to a separate list whenever they click on a link in your messages.

Here's how to set it up:

Before starting the process below, you'll need to have first created a static list that will be used in this workflow.

1. Create a new contact-based workflow, and set your trigger up using "SMS for HubSpot: SMS Link Click"

Screenshot_2023-03-21_at_11.46.15_am.png

 

2. Select "Click URL" from the next list

Screenshot_2023-03-21_at_11.47.30_am.png

3. Enter the URL you wish to track link clicks for

Screenshot_2023-03-21_at_11.48.28_am.png

Note: in the above image, we're tracking clicks to one specific URL by using the "is equal to" parameter. If you want to trigger the workflow off clicks to a range of URLs, you can use the "contains any of" option.

If you want to trigger this workflow based on a minimum number of clicks to a URL, follow steps 4, 5 and 6. Otherwise, go to step 7.

4. Click OR

Screenshot_2023-03-21_at_12.13.53_pm.png

5. Select "Number of Link Clicks" from the list

Screenshot_2023-03-21_at_12.14.58_pm.png

 

6. Here, you can set a parameter to decide when your workflow triggers. For example, you might only want to see if a contact clicks a link more than a certain number of times.

In this example, we want the workflow to trigger if the contact clicks the link twice.

Screenshot_2023-03-21_at_5.06.12_pm.png

7. Apply the filter and click Save

8. Add a new action, selecting "Add to static list" from the options list

Screenshot_2023-03-21_at_11.51.47_am.png

 

9. Select the static list that you created before starting this process (as called out at the start of these instructions). Ours is called "Demo List":

Screenshot_2023-03-21_at_5.07.43_pm.png

10. Click Save, and then Review and Publish

11. Click Edit in the Re-enrollment section

Screenshot_2023-03-21_at_12.00.01_pm.png

 

12. Ensure both options are ticked, then click Save

Screenshot_2023-03-21_at_12.01.27_pm.png

 

13. Activate your workflow.

 

What happens next?

  • When a contact clicks on a link in any of your messages (as per the workflow parameters), they'll be added to the static list.
  • Their activity timeline will be updated with the link click information as shown at the top of this article.

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