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Using campaign links

Quite often in a marketing, e-mail we will set the same URL multiple times, sometimes across multiple e-mails too. A campaign link is the tool we can leverage for these kinds of links to ensure easy maintenance and reusability.

This recipe has two parts: creating the campaign link and inserting it into an e-mail.

Getting ready

We need to be inside a campaign.

How to do it...

  1. Click on the Campaign dropdown in the upper-left corner of the page and select Links...:
    How to do it...
  2. Click on the green Add Link button.
  3. Give the new link a name. This is what will be displayed in the campaign link dropdown when setting a link in an e-mail.
  4. Give the new link a destination URL. This is where contacts will go when they click on this campaign link.
  5. Give the new link a description. Be sure to provide enough context behind why we are creating the link and how it is used.
  6. Click on the Save button in the right column to add the link to this campaign.
  7. Click on the Close button at the bottom of the Campaign Link menu to close it.
  8. Go through an e-mail in this same campaign.
  9. Highlight the text you want to connect to this Campaign Link.
  10. Click on the Link button in the center of the Format toolbar; this will open the Link Options menu:
    How to do it...
  11. Change the Link to: dropdown to Campaign link:
    How to do it...
  12. Select the campaign link you want from the second dropdown that appears:
    How to do it...
  13. Click on the green Insert/Update button.

    The following screenshot shows the name and URL of the Event Registration Page campaign link:

    How to do it...

How it works...

Whenever someone clicks on a campaign link in an e-mail, Infusionsoft first checks the value of the campaign link and then redirects the recipient to that location.

There's more...

Campaign links are great for reusable campaigns or when a particular URL may change over time. For example, we could use a campaign link that points directly to a PDF on your server and use that to deliver the PDF in an e-mail. If we ever want to update the PDF, we simply have to update the campaign link URL and not update every link within each e-mail individually.

This could also be used to close a shopping cart. We can create a Sales Page campaign link, which takes people to a checkout URL. Then use the campaign link in every e-mail that is asking for the order. After the promotion is over, we can update the campaign link URL to a cart-closed page and republish the campaign. The next time someone clicks on a link in those old e-mails, they will be taken to the cart-closed page as the campaign link has changed since they originally received it.

Merge field variables will properly work in the URL of a campaign link. This can be a really handy trick in certain scenarios.

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