Redirect Links Overview

About

A redirect link is a link that assists Insightly Marketing users in tracking who is clicking links on their website or content. For users who have an AppConnect subscription, recipes can be built to automate the redirect link process.

How Do Redirect Links Work?

Redirect links are links that are created within Insightly Marketing and then added to websites or content in order to track who is accessing the link. For example, a redirect link could be added to a banner advertisement or in an email. After a redirect link is created, the record will track the total clicks and unique clicks as well as which Prospects clicked the link; any clicks on the link will be recorded as an activity in the Prospect's timeline tab. Additionally, finish actions can be added to redirect links that will execute based on Prospect actions.

For users who utilize Google Analytics, UTM details can be added when creating a redirect link.

Details Tab

Within the record of a redirect link, the Details tab can be reviewed for information regarding performance of the redirect link including total clicks and unique clicks. Additionally, users can view which URL Prospects have access to.

The Tracked URL is the destination URL that is set when creating the redirect link combined with any UTM parameters appended to the end (if applicable). Finish Actions will only trigger if the Tracked URL link is added to the HTML of the destination page.

Finish Actions Tab

Finish actions are used to automate updates from Redirect Links, Hosted Files, Form Submissions, and List Emails to other records. The Finish Actions tab displays all finish actions associated with the record. When a prospect interacts with marketing material you send them, any finish actions you’ve setup will immediately make changes to their associated record, instead of forcing users to make updates manually.

Prospects Tab

The Prospects tab displays which Prospects have clicked the redirect link. Note that any click activity will be included in the redirect links statistics, regardless of whether the destination URL id is tracked or untracked.

Prior to creating a redirect link, users should setup their Web Tracking Domain for their website and add the JavaScript to any websites that are hosting the redirect link. Insightly's JavaScript tracker script is required to be hosted on the destination URL.

The Related tab contains grid lists of each record that is linked to the record.

Spam

If sequence of finish actions for a redirect link is triggered five or more times in a five minute time period from the same IP address and user, Insightly will identify this as spam and cease to trigger the finish actions. For example, if the same Prospect accesses the same redirect link more than five times in a five minute period (from the first click), Insightly will not execute any of the finish actions configured for the redirect link, for that specific Prospect.

This spam check occurs for finish action sequences for redirect links, hosted files, forms, and list emails.

Create a Redirect Link

Navigate to Files via the objects on the left side of Insightly Marketing and click the Redirect Links button in the upper right.

From the redirect links list view, click the New Redirect Link button in the upper right.

The Add New Redirect Link popup will display where information regarding the link can be entered.

Field	Information
Name	Required Field. Enter a unique name for the link
Destination Link	Required field. Enter the URL where the redirect link will send users too. Insightly's Javascript tracker script is required to be hosted on the destination website
Folder	It is a best practice to efficiently organize redirect links into folders so they can be easily located at a later date

For users utilizing Google Analytics, the Google Analytics Parameters section can be utilized to enter UTM information.
Via the Permissions section, define the visibility of the redirect link record.
Once all information for the file has been applied, either of the following can be clicked as applicable:
- Save & New: Save the new redirect link and reload the Add New Redirect Link popup to create another new redirect link.
- Save: Save the new redirect link and close the Add New Redirect Link popup.

Redirect Link Actions

When editing, changing the record owner, or deleting a redirect link, these actions can be done via two different routes:

Route 1: Via the list view of redirect links, the three dots menu on the far right of a redirect link can be clicked and the applicable function can be chosen from the expanded list.

Route 2: Via the list view of redirect links, a redirect link record can be opened. Once opened, the Actions drop-down in the upper right corner can be clicked and the applicable function can be chosen from the drop-down list.

Edit Redirect Link

Redirect Links can be edited at anytime - the tracked URL will not change and therefore users will not have to update the redirect link on their site or content after editing.

To edit a redirect link, navigate to Files via the objects on the left side of Insightly Marketing.
From the list view of files, click the Redirect Linksbutton in the upper right and locate the redirect link that requires editing.
1. Click either the three dots menu to the far right of the redirect link in the list view or click the Actions button in the upper right of the redirect link record. From the available options, select Edit this Redirect Link.
  - Finish actions for a redirect link can be edited by opening the file record and selecting the Finish Actions tab. Locate the finish action the requires editing and click the three dots menu on the far right of the finish action and select Edit This Finish Action.

Change the Redirect Link Record Owner

To change the record owner of a redirect link, navigate to Files via the objects on the left side of Insightly Marketing.
From the list view of files, click the Redirect Linksbutton in the upper right and locate the redirect link that requires a new record owner.
1. Click either the three dots menu to the far right of the redirect link in the list view or click the Actions button in the upper right of the redirect link record. From the available options, select Change Record Owner.

Delete a Redirect Link

If a redirect link is deleted, the tracked URL will continue to work but users will not have access to any past or future date regarding the link. Once a redirect link is deleted, it cannot be recovered.

To delete a redirect link, navigate to Files via the objects on the left side of Insightly Marketing.
From the list view of files, click the Redirect Linksbutton in the upper right and locate the redirect link that requires deletion.
1. Click either the three dots menu to the far right of the redirect link in the list view or click the Actions button in the upper right of the redirect link record. From the available options, select Delete this Redirect Link.
  - Finish actions for a redirect link can be deleted by opening the redirect link record and selecting the Finish Actions tab. Locate the finish action the requires deletion and click the three dots menu on the far right of the finish action and select Delete This Finish Action.

Add Finish Actions to a Redirect Link

Finish actions allow users to add automated activity that is triggered when someone access a redirect link. For example, if users should be notified when a redirect link has been accessed, a finish action can be added to the redirect link record that is triggered when the redirect link has been accessed and an email can be sent to any users/stakeholders to notify them of the redirect link being accessed.

Finish actions will typically occur immediately after a redirect link has been accessed and cannot be scheduled for a later date or time. They can however be assigned conditional criteria that will not allow the action to occur unless the redirect link access has met the criteria that has been set.

If multiple finish actions have been added, they will only execute based on the Prospect's original field values. For example, if a Prospect started with a score of five and it was updated to ten as a request of the first action taken. If a finish action were to execute for Prospects with a score of ten or more, it would not execute because the score was originally five.

Finish actions will not execute if Insightly cannot identify the Prospect who accessed the redirect link.

To add finish actions to a redirect link, navigate to Files via the objects on the left side of Insightly Marketing.
Click the Redirect Links button in the upper right and locate and open the record of the redirect link that requires finish actions.
1. Select the Finish Action tab and click Add Finish Action.
  1. From the expanded list, select the applicable finish action to add to the redirect link.
  2. A popup window will appear with fields to complete to create the finish action. Enter the required fields (and the optional ones as desired). Conditional criteria can be added to define the criteria for the finish action to apply. For example, the Send Email finish action could require that the employee count needs to be greater than ten for the action to be triggered.
  3. When the finish action fields have been completed, click Save Finish Action to add it to the redirect link.
    1. If multiple finish actions have been added to a redirect link, the order of the actions can be adjusted by clicking the three dots menu to the far right of each finish action and selecting Move Up in Order or Move Down in Order as applicable:

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