What are Redirect Links?

A Redirect Link is an object type in Insightly Marketing that helps users track who is clicking links on their own site or on a third-party website. This could be a link in a banner advertisement or in a Tweet, for example.

After setup, the record will track the total clicks and unique clicks and which Prospects are clicking. Additionally, you can configure Finish Actions to execute based on the Prospect's data.

  • Prerequisites

  • How do Redirect Links work?

  • SPAM

  • Important Details

  • Learn more

Prerequisites

You will need to setup a web tracking domain and add the JavaScript to any websites that are hosting the link.

Redirect Link records are accessible through the Redirect Links button on the Files object page.

Any clicks on the link will be recorded as an activity in the Prospect’s timeline. Redirect Link Click and Redirect Link Performance Reports will also track how the links have performed. If you are using Google Analytics parameters, they can also be integrated during creation of the link.

Once a Prospect has clicked a Redirect Link, Insightly can review the Prospect's activity and execute Finish Actions to automate updates to the Prospect’s record. For example, users could use Finish Actions to add a Prospect to a certain list or update the Prospect’s field values for clicking on the link .

If you have multiple Finish Actions, they will only execute based on the Prospect's original field values. For example, say a Prospect started with a score of 5 and was updated to 10 as a result of the first action. If the section action were to execute for Prospects with a score of 10 or more, it would not execute because it was originally 5.

The Details tab shows important performance information, including the total clicks and unique clicks. Additionally, users can view which URL the Prospects had access to. The Tracked URL is the Destination URL combined with any UTM parameters appended to the end.

The Prospects tab located in each Redirect Link record lists which Prospects clicked the Redirect Link, including their Name, Email, Organization Name, Score, and Date of Last Activity.

Available Finish Actions

  • Send Email

  • Add Tags

  • Remove Tags

  • Adjust Score

  • Convert To Lead

  • Convert To Lead

  • Assign Owner

  • Change Field Value

  • Notify User

  • Add To List

  • Remove From List

  • Create CRM Task

  • Execute Lambda Function

SPAM

When a Prospect has interacted with a Form submission, Insightly will perform a SPAM check on the IP Address and the user.

If five or more Finish Actions are triggered in a five minute time period from the same IP Address and user, Insightly will identify the submissions as SPAM. After five triggered actions, the submission will not be processed and it will be discarded.

For example, if the same Prospect clicks the same Redirect Link more than 5 times within a 5 minute period from the first click, Insightly will not execute any of the Finish Actions configured for that Redirect Link for that specific Prospect. The submitter will receive an HTTP 500 error on the Form submission. This will occur even if the user is blank or null.

This SPAM check occurs in Form submission Finish Action sequences for Redirect Links, Hosted Files, and List Emails.

Important Details

  • “On click” Finish Actions apply to both HTML and text version hyperlinks of your sent Email.

  • Finish actions don’t expire. If a Prospect were to clean out their inbox months from the date you sent it and they open the Email and click on Redirect Links, the Finish Actions will still fire.

  • After your Email is sent, you can still edit or reorder the Email’s Finish Actions.

  • Finish Actions are not retroactive, so any edits will only execute on Prospects who take an action from that point onward.

  • Finish Actions execute every time an action is taken, regardless of how many clicks occur in a given period.

Learn more

Read the following articles to learn more:

How to create Redirect Links

What are the Redirect Link Click and the Redirect Link Performance Reports?

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