Email Designer: Link Actions

  This article refers to the Email Designer launched in 2022.

Available on all plans. 

A link action is an automated action that is triggered when a contact clicks a link in a campaign or automation email. The types of link actions available are:

  • Add tags
  • Remove tags
  • Subscribe to list
  • Unsubscribe from list
  • Add to automation
  • End automation

Take Note

  • Link actions cannot be used with one-to-one emails.
  • If you are using the same URL more than once in your communication, the link actions will be the same for each instance of that same URL. It is not possible to create different link actions for a URL that is used more than once in your email

Create a link action

To create a link action:

  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 Campaign action.”

    Add Campaign Action right panel new email designer.jpg

  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 Value in for the action.jpg
  6. When finished, click "Save."

    Add an action click save.jpg


    Add more than one action to a single link

    For example, you can add multiple tags and add a contact to an automation.

    To add additional values to an action, search, choose, or create the value to add more. In the example below, we added an additional tag.

    Additional tag added to add a tag action.jpg

    To add additional actions to the link, click the “Add an action” option and set up the new action with the steps above.

    Add additional actions.jpg

  7. Once saved, all link actions will appear underneath the URL on the right panel.

    Link Actions on the right panel.jpg

  8. On the Campaign Summary page for your email, ensure that link tracking is On (this should be enabled by default).

    Summary Page Link Tracking Toggle On.jpg

Edit or delete a link action

To edit a link action:

  1. Select the link in your email by clicking it.
  2. On the right panel, click the pencil icon next to the action.
    Pencil Icon in right panel.jpg
  3. The Add an Action modal will pop up to make any edits to that action.
    • To remove a tag, click the X next to the tag.
    • To delete an action, click the trash icon next to the action.
    • Add more actions by clicking “Add an action” or “Add campaign action.”
  4. Click “Save” once complete.

To delete a link action:

  1. Select the link in your email by clicking it.
  2. On the right panel, click the trash icon next to the action.
    Link Actions right panel trash icon.jpg
  3. A confirmation modal will appear to confirm if you want to delete or cancel.
  4. Click “OK” to delete the link action.
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