Wait for a Trigger Link Click in a Workflow

A common automation pattern is "send a message with a link, wait to see if the contact clicks, then act". Workflows can pause on a trigger link click and branch based on whether it happened.

The Pattern

  1. Send an SMS or email that includes a trigger link.
  2. Add a Wait step set to wait for the trigger link click.
  3. If the contact clicks, continue down the "clicked" path.
  4. If they do not click in time, take the "timeout" path.

Build It

  1. Create the trigger link under Marketing, then Trigger Links.
  2. Open Automation, then Workflows, and create or edit a workflow.
  3. Add a Send SMS or Send Email action and insert the trigger link in the body.
  4. Add a Wait action after it.
  5. Choose the option to wait for a trigger link click and select your link.
  6. Turn on the Timeout toggle and set how long to wait before moving on.
  7. Add actions to each path. For example, clicked contacts get a survey; others get a reminder.
  8. Test with your own contact, then publish.

About the Timeout Toggle

With Timeout enabled, the Wait step is skipped once the time you set has passed. Without it, a contact who never clicks stays stuck at that step.

Ready-Made Example

The workflow recipes include an appointment confirmation, reminder, survey, and review request sequence that uses this pattern. Review it to see how clicks move contacts forward.

Ideas

  • Click to confirm an appointment, then request a review.
  • Click to download a guide, then tag as "interested".
  • No click after 2 days, then send a second reminder.

Good to know: You can also use a "link clicked" workflow trigger on a specific link when the click should start a brand new workflow rather than continue an existing one.

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