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Create Action Sets
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To-Dos
Agenda Assistant
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Prepare for Deal
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(970) 305-4089
Support
Members Login
Login Mobile
(970) 305-4089
About
Products
Pricing
Contact
Support Menu
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Intelligent Links
This is a very handy tool for your email campaigns. When your recipient clicks links in your email, it can trigger
Action Sets
.
Track which and when a link was clicked in a sent email.
Track who clicked on the link.
Can automatically update the recipients contact card.
Start a set of Actions.
Send you a notification.
Create Intelligent Links
You can add multiple Intelligent links with different
Action Sets
in an email.
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2
3
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Select the email template into which you'll be adding Intelligent Links.
In the Content Designer, add your links if they do not exist yet.
Save and press the Done Editing button
Select the Intelligent Link button
Select the
Add Intelligent Link
button.
Choose the link from drop down menu to which the Action Set will be applied.
Choose the Action Set you want to trigger when that link is selected by recipient.
Save the Intelligent Link.
And
Save or Apply
the Email Template
You can add multiple Intelligent Links with different Action Sets in an email.
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