How to Create Link Triggers in ConvertKit (w/ examples)

convertkit_link_triggers

ConvertKit is one of the hottest email service providers (ESP) out there. Quite a few people I know have switched over to it from other platforms.

In fact, I made the switch from MailChimp to ConvertKit in Jan 2016 after hearing so much about it and getting a free 30-day trial (more on that later).

Since then, I’ve been really happy with the application and have found powerful ways to automate certain parts of my business.

Because, you know, automation is where it’s at! 😉

One of those automation rules is what’s called a link trigger.

A link trigger is exactly what it sounds like: someone clicks a link in your broadcast email and it triggers an action within ConvertKit.

Some of the things you can do with a link trigger are:

  1. Subscribe someone to an email sequence
  2. Unsubscribe someone from an email sequence
  3. Subscribe someone to a form
  4. Unsubscribe someone from a form
  5. Add a tag
  6. Remove a tag

Today I’m going to walk you through how to create a link trigger to subscribe someone to a sequence and add a tag.

Pre-work

Aw, drats! Pre-work?

Yup, sorry mate. Gotta make sure things are lined up before we create the link trigger.

One of the first things you need to consider before creating a link trigger is the link itself. Where will you send people after clicking the link?

Google?

Yahoo?

No, of course not!

We’re smart marketers and you wouldn’t want to send someone to a website that has zero contextual reference to the link trigger.

Instead, think about what it is you’re going to be asking your subscribers to do.

Are you going to ask them to join your new email course?

Or, perhaps you’re launching a product or course and you only want to send the email sequence to those who are interested in learning more about it.

Conversely, perhaps you’re doing a product launch with a series of emails and you want to give someone the option of removing themselves from your sequence as opposed to being removed from your email list altogether?

Once you’ve decided on the objective of your link trigger, you should create at a minimum a custom thank you page they will go to after clicking the link.link-triggers-post-pinterest

For me personally, I prefer sending people to my sweet thank you pages that I create inside of Leadpages.

Especially the ones that have social sharing buttons.

If you don’t have a Leadpages account, that’s okay! Just create a quick thank you page on your website (like this one for opting out of a sequence).

Doesn’t have to be fancy, it just needs to let people know that they have completed the correct action.

For example, let’s say I want to have people sign up for my new email course on conversion marketing (coming soon, FYI).

After they click the link trigger I would send them to a thank you page that references my email course and when they can expect the first lesson to be sent to their inbox.

emailcoursethankyou

If you have a worksheet or PDF you want them to download for the course, add it on the page so they can access the content ASAP.

The objective here is to get everything lined up before we create the link trigger.

So if there’s a series of emails you need to create, you need that in place before creating the trigger.

Creating the link trigger in ConvertKit

With the thank you page and email sequences created, it’s time to create the link trigger in ConvertKit.

Let’s go!

Step 1) Log into your ConvertKit account and click on Automations

Step 2) Click the blue button labeled “Add Rule”

convertkit_automations

Step 3) On the left side of the screen underneath the event triggers, select “clicks a link”

convertkit_clicklink

Step 4) Name your link. You can name it anything you want as it’s only for internal reference only. Obviously, you’ll want to keep it relevant

Step 5) Copy and paste the URL of your thank you page in the Destination URL field

convertkit_trigger_details

Step 6) On the right hand side is a list of actions to choose from. In this example, let’s select “subscribe to a sequence” and I’ll select the “Free Marketing Course”

convertkit_select_sequence

Step 7) Optional, but if you want to also apply a tag to this subscriber just click the “plus” sign and then select “Add a tag”

convertkit_add_action
Step 8) If applying the tag, select it from the dropdown or click the blue text that says “Create a new tag”

convertkit_addtag
Step 9) When everything looks good, click the blue button labeled “Save Rule”

Step 10) With the link trigger created, click on Broadcasts

Step 11) Click the blue button labeled “New Broadcast”

convertkit_newbroadcast

Step 12) Select the recipients and click “Next”

convertkit_recipients

Step 13) In the email content box, type some text then select it

convertkit_select_text

Step 14) Click the link button, then insert link

convertkit_insert_link

Step 15) On the right side of the URL field click the link triggers drop down and select your newly created link trigger

convertkit_insert_link

convertkit_insert_link

Step 16) After clicking “Insert”, single click on your new hyperlink. You should see a lightening bolt to the left of your URL indicating this is a link trigger

convertkit_trigger

Step 17) You’re done — the link trigger is now set up!

Congratulations! You’ve just created your first link trigger and can now harness the power of email automation.

Link Trigger Examples

Perhaps you’re wondering “okay, this is cool and all but what can I do with it?”

It took me about 5 minutes to come up with these ideas to help you.

  1. A subscriber clicks a link in your email to be notified about an upcoming product of yours. You add a tag to them so you can send targeted messages about the product later on
  2. You just launched a free email course and want to give your subscribers an option to receive the email sequence. They click it and are sent the lessons without having to enter their information again
  3. A user clicks a link trigger to be removed from a sequence, or course, without having to unsubscribe from your list altogether
  4. You put a link to an article about web design in your email. You’re a web designer so you then tag this person as “web design” so you can start sending more relevant emails and content to them
  5. You list three categories of topics you have on your blog and ask the subscriber to “self-select” what they’re most interested in. When they click the link, it sends them a series of emails with all of your content on this topic, thus helping you establish trust and authority with your email list

Conclusion

As you can see this can be a handy and powerful tool for your marketing efforts!

One thing I do need to mention is that these link triggers can only be used in emails sent from within ConvertKit.

You can’t share this link with affiliates or put it on your website hoping to get people to optin with a single click.

The reason being is that there’s no way of referring back to the person’s email address which is why it will only work inside of ConvertKit.

Hope you found this handy! How will you use your link trigger?

Leave a comment below and let me know, I love hearing creative ideas!

PS: Want your own 30-day trial of ConvertKit to see if it’s right for you? Go here to sign up.