How do I tag contacts when they click a link in my email?

ENGLISH_-_Marketing_Lite__Plus__Professional__Enterprise.jpg

You can tag contacts when they click a link in your campaign or automation email. This is useful for tracking engagement and identifying interests. For example, you can tag a contact when they click a link to watch a video or you can tag them when they click a link that brings them to a product page on your website. You can then use this information to send targeted emails based on their interests.

Note that this feature requires link tracking to be enabled in order to properly tag a contact when they click a link.

How to tag contacts with Link Actions

This method can only be used with the drag and drop email designer. This feature is not available for emails created using the “Text Only” or “Custom HTML” options. If your email uses either of these options, you’ll need to use an automation to tag contacts that click your link.

The example below focuses on how to use link actions in the New Email Designer. Learn how to use link actions in the Classic Designer.

To get started:

  1. Open your campaign or automation email.
  2. Either create a link by highlighting the text then clicking the link icon in the navigation bar or select the link in your email by clicking it.
  3. On the right panel, underneath the URL, click “Add Link Action.”

    Add Link Action link in the Content side bar.png

  4. The Add an Action modal will pop up. Select your preferred action from the action dropdown list by clicking it.

    Add an action modal choose action.jpg

  5. Define a value for that action. For example, if you are choosing to tag contacts when they click your link, you will need to either A. search, B. choose, or C. create the tag in the link action.

    Define the value of the action in the add an action modal.png

  6. When finished, click "Save."

    Click Save.png

How to add tags with Automation Actions

This method can be used with both the drag and drop email designer as well as emails created using the “Text Only” or “Custom HTML” options.

To get started:

  1. Navigate to the Automations overview page.
  2. Click “New Automation” located on the top right.
  3. Select “Start from Scratch” then click “Continue.”

    Start from scratch and click continue.jpg

  4. Select the “Clicks a link in an email” automation trigger. Then, click “Continue.”

    Clicks a link in your email trigger.jpg

  5. Click “Campaign” or “1:1 email” depending on what type of email the link is located.
  6. Select the email containing your link from the “Select email” dropdown by clicking it.

    Select email from the drop down.jpg

  7. Select the link you wish to trigger this automation with from the “Select link” dropdown by clicking it.

    Select the link in the dropdown.jpg

  8. Choose if this automation should run once or multiple times
  9. Click “Add Start.”
  10. The Automation Action modal will automatically appear. Click “Contacts” then “Add tag.”

    Click Contacts and then click add a tag.jpg

  11. Type the tag you wish to add to contacts when they encounter this step and click “Save.”

    Type the tag and click save.jpg

  12. Click "Active" on the top right to turn the automation on.
Was this article helpful?
11 out of 16 found this helpful

Have more questions? Submit a request

Start free trial