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.
How do Redirect Links work?
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
Convert To Lead
Convert To Lead
Change Field Value
Add To List
Remove From List
Create CRM Task
Execute Lambda Function
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.
Read the following articles to learn more: