Smart Links

Table of Contents

If you ever used any affiliate link tracking, or URL redirect then you are already familiar with this feature. Smart Links allow you to redirect your users or traffic to your target URL and in the process of redirecting FluentCRM will be able to apply Tag & List actions against your subscribers when they click on the FluentCRM Smart Link from an email, direct, on your site or from anywhere!

Configuration #

To get started on a fresh FluentCRM installation you will see the dashboard as in the screenshot below and click on Start Using SmartLinks or on the regular option Add New Smart Link.

Clicking on the Start Using Smart Links button will open a popup.

crm smart link add

The available options for Smart Link are described below:

  • Link Title: Your link title so you do not forget it.
  • Target Full URL: Insert a valid URL that this link will direct to. Simply the redirect URL.
  • Apply Tags when clicked: These tags will be applied to the contact whenever this link is clicked.
  • Apply Lists when clicked (optional): These Lists will be applied to a contact whenever this link is clicked.
  • Remove Tags when clicked(optional): With this, you can remove tags on click.
  • Remove Lists when clicked(optional): These lists will be removed whenever this link is clicked.
  • Note (Optional): Feel free to add a note regarding this URL.

Now click on the Create Smart Link button and it will show a link. Now use or place that Smart Link anywhere you want and when a user clicks a link in an email, on your site, or anywhere and your user will be applied with the tags and lists actions.

crm smart link generated

Now when you create a Smart Link and forgot to copy the link you can anytime come back to Smart Links Dashboard and click on the copy button to copy the FluentCRM-generated Smart Link. You can also Edit the existing Smart Link or Delete it using the Edit and Delete buttons.

crm generated smart link copy

That’s all about configuring a Smart Link. You can now place this link anywhere to get the benefits of this Smart Feature of the FluentCRM.

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