How To Automate, Track, and Personalize Campaigns Using Trigger Links in Tekmatix

Trigger links are one of the most powerful tools in Tekmatix for automating follow-up, tracking engagement, personalizing communication, and managing compliance. When used correctly, they streamline workflows, improve audience segmentation, and enhance user experience across email, SMS, and social messaging.

This guide breaks down how trigger links work, how to apply them in your campaigns, and includes a real-world scenario to help you understand how to implement them effectively.

Why Trigger Links Matter

Trigger links allow you to:

• Automate actions based on link clicks

• Track user engagement

• Dynamically update URLs without editing entire campaigns

• Manage opt-outs for multiple communication channels

• Personalize marketing campaigns at scale
  

For agencies and businesses managing large audiences, trigger links provide critical automation that reduces manual work and improves campaign performance.

Trigger Link Use Cases

1. Dynamic URL Updates in Email Campaigns

If you run monthly or seasonal promotions, you can reuse the same email and simply update a Custom Value that the trigger link points to.

How it works:

• Create a trigger link. Go to Marketing & Emails and click on Trigger Link at the top. Click +Add Link.

  

• Assign a dynamic URL (your Custom Value)

  

• Place the trigger link inside your email

• Update the Custom Value each month to change the URL instantly
  

Your emails no longer need manual editing. The trigger link always directs contacts to the current promotion.

2. Workflow Automation Based on Trigger Link Clicks

Trigger links can start or advance workflow steps.

Examples:

• Appointment reminders that trigger a survey after the reminder link is clicked

• Webinar confirmations that trigger event details

• Multi-step onboarding sequences that move forward only when a user clicks a link

Each click becomes an automation event.

3. Unsubscribe Links for Different Communication Channels

Trigger links can manage unsubscribe actions for:

• SMS

• Email

• Google Business Messages

• Facebook

• Instagram DMs
  

This helps ensure compliance with opt-out regulations and allows you to honor communication preferences individually by channel.

Note:
SMS carriers also automatically recognize opt-out keywords such as STOP, STOPALL, END, QUIT, UNSUBSCRIBE, and CANCEL.

4. Branding of Trigger Links

When you set up your API domain within Tekmatix, all trigger links display using your domain. This improves professionalism, trust, and brand consistency.

(As of now, one API domain is shared across all sub-accounts and locations.)

5. Tracking Contact Activity

Every trigger link click is logged in a contact’s Activity Timeline.

This lets you:

• Review engagement patterns

• Measure campaign performance

• Segment based on link interactins

• Follow up with interested contacts

You can find activity logs under:

Contacts → Smartlist → Select Contact → Activity

6. Educational Resources in Campaigns

Use trigger links to send prospects to:

• Product tutorials

• Feature walkthroughs

• Support articles

• Webinars

• Setup guides
  

When contacts click these links, workflows can send additional resources or tag them based on their interests.

7. Event Registration and Updates

For events, trigger links allow you to:

• Collect RSVPs

• Send event details automatically

• Record attendance confirmations

• Deliver schedule updates or venue changes
  

Every click can trigger a follow-up workflow.

8. Product Recommendations and Personalization

Trigger links can direct contacts to personalized product suggestions based on:

• Past purchases

• Email behavior

• Survey responses

• Browsing history

Clicks can initiate automation that tailors future recommendations.

Best Practices for Using Trigger Links in Tekmatix

Using Custom Values With Trigger Links

When using dynamic URLs, follow this order:

1. Create the trigger link in Tekmatix.

2. Assign the dynamic URL (Custom Value) to the trigger link.

3. Add the trigger link, not the Custom Value itself, to your message.
   
   

Important:

• Using only the Custom Value in the message body will not trigger the link click event.

• Changing a Custom Value does not update URLs in past messages.
  

Using Wait Steps With Trigger Links in Workflows

You can create workflows with a Wait for Trigger Link Click action.

For example:

• Wait for confirmation link click

• If clicked, send a survey

• If not clicked after a certain time (using timeout), move to a fallback action

This ensures workflows move forward based on engagement.

Timeout Setting in Wait Steps

If timeout is enabled, Tekmatix will skip the wait step and move on after the defined time, even if the link isn’t clicked.

Real-World Scenario: Trigger Links in Action

Business: Elevated Wellness Coaching
Goal: Streamline appointment reminders, send follow-up surveys, and promote rotating monthly offers

Here’s how they use trigger links:

1. Monthly Promotion Link

They created a trigger link called “Monthly Offer” and attached a URL pointing to a Custom Value.

Each month, they only update the Custom Value—no need to rebuild emails or workflows.

2. Appointment Workflow

They created a workflow that:

• Sends appointment reminders

• Waits for the “Appointment Confirmed” trigger link click

• Sends a survey after the appointment

• Sends a review request once the survey link is clicked

This eliminates manual follow-ups.

3. Multi-Channel Unsubscribe Management

They set separate trigger links for:

• Email unsubscribe

• SMS unsubscribe

• Instagram DM opt-out

• Facebook DM opt-out

This helps them remain compliant and organized.

4. Tracking Engagement

They review each client’s Activity Timeline to see which resources they clicked:

• Nutrition guides

• Exercise videos

• Habit tracking tools
  

This helps them personalize coaching sessions.

Result:

Engagement increased, manual workload dropped significantly, and clients experienced more personalized, timely communication.