myCRMSIM Support Center | Link Clicked Trigger Guide Setup (myCRMSIM)

Link Clicked Trigger Guide Setup (myCRMSIM)

Overview

Trigger Link is used to start an automation workflow when a contact clicks a specific tracking link. This feature is helpful when you want to track link clicks and perform an automated action, such as sending a message, updating a contact, adding a tag, or triggering another workflow.

NOTE: This now works for both Android and iPhone.

To test a trigger link properly, two workflows are required:

Action Workflow

This workflow runs when the trigger link is clicked.

Delivery Workflow

This workflow sends the tracking link to the contact so the user can click and test it.

Trigger Links Section

Before creating or testing a trigger link workflow, you can also manage trigger links from the Trigger Links section.

Steps

Go to the Automations page from the main dashboard.
At the top of the Automations page, click the Trigger Links tab.

Here you can view existing trigger links and their details.

Click New Link to create a new trigger link.
Enter a clear trigger link name.
Add the destination URL where the contact should be redirected after clicking the link.
Save the trigger link.
After saving, the system will generate a Tracking URL.

The Trigger Links table shows the following details:

Name

This is the name of the trigger link.

Destination

This is the original URL where the contact will be redirected.

Tracking URL

This is the trackable URL that should be copied and used inside messages or workflows.

Clicks

This shows how many times the tracking link has been clicked.

Delete Option

This option can be used to remove a trigger link if it is no longer required.

Important:

Always use the Tracking URL for automation testing. Do not use the destination URL, because the destination URL cannot track clicks or fire the workflow trigger.

Phase 1: Create the Action Workflow

This workflow will perform the main action after the trigger link is clicked.

Steps

Go to the Automations page from the main dashboard.
Click Create Workflow or New Workflow.
Select Start from Scratch.
Add a new trigger.
Select Link Clicked as the trigger.
In the right-side configuration panel, click Add Filters.
Select Create New Trigger Link.
Enter a clear trigger link name.

Example:

Trigger Link Test
Add the final destination URL where the contact should be redirected after clicking the link.

Example:

https://mycrmsim.com
Save the trigger link settings.
Rename the workflow with a clear name.

Example:

Trigger Link Test Action
Add an action below the trigger.
Select Send Message as the action.
Add a confirmation message.

Example:

Hi, this is trigger link testing.
Go back to the Link Clicked trigger node.
Copy the generated Tracking URL from the right-side panel.
Important: Always copy the Tracking URL, not the destination URL.
Save the workflow.
Change the workflow status from Draft to Publish.

Phase 2: Create the Delivery Workflow

This workflow is used to send the copied tracking link to the contact.

Steps

Go back to the Automations page.
Create another new workflow.
Select Start from Scratch.
Add a trigger.
Select Customer Reply as the trigger.
Add an action below the trigger.
Select Send Message as the action.
Write a message for the contact and paste the copied Tracking URL.

Example:

The Hyper Link option allows users to insert a saved tracking link into an SMS instead of manually adding the full URL.
Click the link icon, then select the required trigger link from the list. A placeholder, such as {{trigger_link.myCRMSIM}}, will be added to the message and automatically converted into a clickable URL when the SMS is sent.
Trigger links can also be used to track when a recipient clicks the link.
Rename the workflow.

Example:

Trigger Link Delivery Workflow
Save the workflow.
Change the workflow status from Draft to Publish.

Phase 3: Test the Trigger Link

After both workflows are published, you can test the complete trigger link flow.

Steps

Open the Contacts or Conversations page.
Open a test contact conversation.
Send a simple message, such as: Hi, this is trigger link testing.

The Delivery Workflow should send an automated message containing the tracking link.
Click the tracking link from the message.
After clicking the link, the Action Workflow should run automatically.
The system should send the confirmation message.

Example:

Hi, this is trigger link testing.

Expected Result

When the contact clicks the tracking link, the Link Clicked trigger should be detected successfully, and the connected workflow action should run.
The final confirmation message should be sent automatically. This confirms that the trigger link is working correctly.

Important Notes

Both workflows must be set to Publish.
If any workflow is still in Draft, the trigger link test will not work.
Always use the generated Tracking URL for testing.
Do not use the original destination URL for testing because the system cannot track clicks from the destination URL.
Make sure the contact has an active conversation before testing.
If the confirmation message is not received, check the workflow status, trigger link configuration, and execution logs.

Troubleshooting

Trigger link is not working

Check that both workflows are published and active.

Confirmation message is not received

Check the Action Workflow and make sure the Send Message action is added correctly.

Link opens but workflow does not run

Make sure you are using the generated Tracking URL, not the destination URL.

Delivery message is not sent

Check the Delivery Workflow trigger and confirm that the Customer Reply trigger is active.

Workflow still does not execute

Open the workflow execution history and check if any step failed or was skipped.

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