Step 1. Create a Trigger Link
Go to "Emails and Socials" > "Trigger Links."Click "Add Link" and name it (e.g., email nurture sequence).Input your desired URL (e.g., www.link.com) and click "Save."Step 2. Set up Automations
Use the created trigger link to trigger specific automations.In the automation, add content (e.g., SMS, email) and insert the trigger link.Step 3. Trigger Automations on Link Click
Choose "Trigger Link Clicked" in the automation to activate sequences based on link clicks.
Step 4. Build Follow-up Sequences
Create sequences with SMS or email messages using the trigger link.Continue to build follow-ups that send reminders if no action is taken.Step 5. Stop Follow-ups upon Booking
If a customer books a call via the calendar, remove them from the follow-up workflow.Automate this by linking the appointment trigger to end the follow-up sequence.Step 6. Refine Automation
Adjust wait times and additional follow-ups (e.g., SMS after a day) as needed to encourage engagement.
