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How to manage trigger links from Conversations (search, edit, copy the key and see clicks)

In Conversations › Trigger Links, use the search box to find the link, the three dots (⋮) to Edit, Copy URL, Analytics or Delete, and the copy icon next to the link key to paste it into emails, SMS, WhatsApp templates or workflows. The {} button inserts custom values into the destination address.

Updated on

Before you start

  • You need access to Conversations.
  • Trigger links log every click on the contact record and can start workflows. To create one from scratch and hook it to an automation, see the article on creating a trigger link.
  • Have the destination address ready if you're creating or fixing a link.
Where to find it

Conversations › Trigger Links › link's ⋮

Step by step

  1. Open Conversations and click the Trigger Links tab at the top of the page.
  2. To find a link, type part of its name in the Search field on the right: the list filters as you type.
  3. To create a new one, click + Add Link, enter a clear Name, paste the address into Link URL and click Save.
  4. Pagination sits in the bottom-right corner and also lets you choose how many rows to show per page.

Put contact data in the address

  1. While creating or editing the link, click the {} button next to the address field.
  2. Pick the value you want (contact's first name, appointment ID, one of your custom values…).
  3. The merge code is inserted into the address in the right place; no need to type it by hand. On send, each contact gets the address with their own data.

Edit, copy or delete

  1. Click the three dots (⋮) on the link's row.
  2. Choose Edit to change the name or address, Copy URL to copy the tracked address, Analytics to see clicks, or Delete to remove it.
  1. On the link's row, click the copy icon next to Link Key.
  2. Paste the key into the email, SMS, WhatsApp template (in a button or in the text) or workflow action. Every click is logged on the contact.
  1. From the link's three dots (⋮), choose Analytics.
  2. Pick a date range and review unique clicks, the contacts who clicked and the top sources.

Tips

  • The page address keeps your search term, page and row count: copy it from the browser and send it to a teammate so they open exactly the same list.
  • Keep addresses short (under 2 KB) so they work in every email client.
  • You can resize columns by dragging the headers.

Common problems

  • I can't find the link in the list → Use the Search field with part of the name and check which page you're on (pagination is at the bottom right).
  • My teammate opened the address I sent and got an authorization error → They don't have access to this account. Shared addresses respect each user's permissions.
  • The custom value shows up blank in the link → The field is empty on the contact record. Fill it in or pick another value with the {} button.
  • I edited the link, are the old clicks gone? → No: editing the name or address doesn't erase the history; the link's identifier stays the same.

Frequently asked questions

Yes. Paste the link key into a button or the text of a WhatsApp template; taps are logged just like in emails and SMS.

No technical limit, but keep the address under 2 KB.

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