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            How to Setup and Use Trigger Links in WhatsApp Templates

            Modified on: Tue, 9 Sep, 2025 at 2:42 PM

            Add Trigger Link tracking to your WhatsApp V2 templates in HighLevel to capture button (or link) clicks, branch workflows, and follow up based on real intent with no extra integrations. This guide explains what the feature is, the two ways to add tracked CTAs, setup steps, and limits to help you launch quickly and confidently. 

            TABLE OF CONTENTS


            What is Trigger Link in WhatsApp Templates?


            WhatsApp Templates Trigger Link Support lets you place tracked, automation-ready CTAs in WhatsApp V2 templates. When a contact taps a Trigger Link (as a button or inline link), HighLevel records the click so your workflows can branch immediately—similar to Trigger Links in email and SMS—enabling targeted offers, timely reminders, and measurable engagement.


            • Works with: WhatsApp V2 sending action inside Workflows

            • Tracks: Which CTA/link a contact tapped

            • Automates: Branches on Trigger Link Clicked, sends follow-ups, sets tags, updates fields, etc.

            • Design options: Trigger Link Button (recommended) or Inline Trigger Link in the body text


            These benefits help you decide when to use Trigger Links and how to structure templates for the best conversion and clean analytics.


            • Click-level attribution: See exactly which CTA a contact tapped for precise routing.

            • Smarter automation: Branch workflows on the clicked link and send tailored next steps.

            • Faster testing: Run controlled A/Bs on button labels or link destinations to improve conversion.

            • Clean handoffs: Use tags/fields from clicks to personalize sales or service follow-ups.

            • No extra tools: Track natively in HighLevel—no external tracking required.

            Prerequisites


            Confirm access and approvals first so your templates send and track correctly.

            • Active WhatsApp connection (HighLevel WhatsApp subscription) and completed Meta onboarding

            • Sub-account access with permission to create Templates and edit Workflows

            • One or more Trigger Links created (Marketing → Trigger Links → Links)

            • Approved or approvable WhatsApp V2 templates (category, sample content, and variables filled correctly)


            You can place tracked CTAs as buttons or inline links. Buttons are cleaner and easier to tap; inline links are useful when your copy needs a sentence-level link.


            • Trigger Link Button (recommended): Add a button whose type is Trigger Link and map it to your link.

            • Inline Trigger Link (body text): Insert a variable and map it to a Trigger Link; the link appears inside the message body.

            Button Limits & Design Guidelines


            Keep CTAs clear and compliant to maximize clicks and prevent confusion.

            • Limit: Total buttons per message ≤ 2 (Trigger Link buttons + normal buttons).

            • Prefer 1–2 focused CTAs to reduce choice overload.

            • Use descriptive labels (e.g., “See Pricing,” “Book Pickup”) that map cleanly to workflow branches.

            • Provide sample content for variables during template creation to streamline Meta approval.

            • If sending a follow-up template later (no reply yet), prepare/approve that template in advance.


            Follow the sequence below—from creating Trigger Links to building click-based branches—mirroring the demo flow so you can test quickly and deploy safely.



            1. Go to Marketing → Trigger Links → Links.



            2. Click Add Link, name it (e.g., 20% Off Introductory Offer), and paste the destination URL (e.g., landing page with form).

            3. Click Save.



            Step 2: Create a WhatsApp Template


            1. Go to Settings → WhatsApp → Templates and click Create Template.



            2. Fill in Template name, set Category (e.g., Marketing), and Language.

            3. (Optional) Add a Header (e.g., Image logo) for visual impact.

            4. Write the Body copy. Add variables where needed (e.g., contact First Name); include sample content for approval.

            5. (Optional) Add a Footer (e.g., “Reply STOP to opt out”).



            Step 3: Add a Triggered CTA 


            1. In the template editor, add Button → Type: Trigger Link.

            2. Select the Trigger Link you created in Step 1.

            3. Keep total buttons ≤ 2.

            4. Click on the Create button.




            1. Place the cursor in the Body where the URL should appear.

            2. Click Add variable, then map that variable to your Trigger Link (e.g., 20% Off Introductory Offer).

            3. Add sample content (paste the destination URL) for Meta approval.



            Step 4: Submit and Approve


            1. Click Create/Save to submit the template to Meta for approval.

            2. After approval, your template will show as Active.



            Step 5: Track via Workflow 


            1. Go to Automation → Workflows → Create from scratch (name it e.g., Track 20% Offer – WhatsApp).

            2. Click Add New Trigger.

            3. Select Trigger Link Clicked as the workflow trigger.

            4. Click on the Add Filters button and from the select drop-down, choose Trigger Link.

            5. Then select the link you have previously created and used in the WhatsApp template.

            6. Click on the Save Trigger button.

            7. Publish the workflow and monitor results in Workflow History and Template Analytics (deliver, read, button clicks).

            Frequently Asked Questions


            Q: Do I need integrations to track button clicks?

            No. Trigger Links are tracked natively in HighLevel and can power workflow branches.


            Q: What’s the difference between a Trigger Link button and an inline Trigger Link?

            Buttons are cleaner and easier to tap; inline links live in the body text. Both track clicks and can trigger workflow branches.


            Q: How many buttons can I use in one message?

            The combined total of Trigger Link buttons and normal buttons is two.


            Q: Can I follow up if the contact hasn’t replied yet?

            Yes, but use an approved template for outbound messages that fall outside a reply window.


            Q: How do I know which CTA performed best?

            Use Template Analytics and Workflow History to compare button/link clicks and downstream conversions.


            Q: Can I personalize the template (e.g., first name)?

            Yes. Insert variables and include sample content for Meta approval; the variable will render per contact at send time.


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