CasperPortalFeature · Follow up automatically
Trigger links that act on what each contact clicks
Trigger links are tracked links you put in a text or email that perform an action in your CRM when clicked. In CasperPortal, a click can add a tag, move the lead to a new pipeline stage or start an automation, so your next message matches what that person showed interest in.
What you can do with Trigger Links
Tag contacts by interest
When a contact clicks a link about a specific service, CasperPortal adds a tag so you know what they care about.
Move leads through your pipeline
A click can move a lead to a new pipeline stage, such as from contacted to interested.
Start the right automation
Kick off a follow-up sequence for the service they clicked, instead of sending everyone the same message.
How Trigger Links works
Create a trigger link for a page or offer
Choose what happens when it's clicked
Add the link to a text, email or campaign
A contact clicks and the action runs
Who uses Trigger Links
Real Estate Agents & Developers
Lead capture, open house follow-up and deal pipelines for agents, teams and new-development sales.
Insurance Agencies
Fast quote follow-up, renewal reminders by policy date and long-term prospect nurturing.
Travel Agencies
Tag clients by destination interest, send targeted trip ideas and automate pre-trip reminders.
Trigger Links FAQ
What is a trigger link?
A trigger link is a special link that, when clicked, performs an action in your CRM, such as adding a tag, moving a lead to a new pipeline stage or starting an automation.
How do trigger links improve conversion?
They let you segment your audience by their actual interests. If a lead clicks a link about plumbing repair, you can automatically send them more information about that specific service.
Can I see who clicked a trigger link?
Yes. The click is recorded on the contact, and any tag it adds shows on their record.
How are trigger links different from automation triggers?
A trigger link is one specific trigger: a click on a tracked link. Automation triggers are the full list of events, such as form submissions, calls and tags, that can start a workflow.