{"id":34643,"date":"2025-07-15T00:54:27","date_gmt":"2025-07-15T00:54:27","guid":{"rendered":"https:\\/\\/www.teamgram.com\\/blog\/?p=34643"},"modified":"2025-07-16T18:43:05","modified_gmt":"2025-07-16T18:43:05","slug":"add-smart-links-to-your-emails-and-automatically-track-customer-interests","status":"publish","type":"post","link":"https:\\/\\/www.teamgram.com\\/blog\/en\/add-smart-links-to-your-emails-and-automatically-track-customer-interests\/","title":{"rendered":"Add Smart Links to Your Emails And Automatically Track Customer Interests"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">What Is a Smart Link?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A Smart Link is a special link you can embed in emails sent via TeamGram CRM. When someone clicks on this link, a predefined tag is automatically added to their record in your CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you can tag those who click on a \u201cBuy 3 Get 1 Free\u201d campaign link with <strong>[3for1]<\/strong>. This makes it easy to see who is interested in which offer.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Can You Do With It?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By combining smart links with automations, you can make your sales processes nearly fully automatic:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Detect what your customers are interested in\u2014automatically<\/li>\n\n\n\n<li>Create target groups based on tags and run more focused, effective campaigns<\/li>\n\n\n\n<li>See what a contact is interested in before reaching out<\/li>\n\n\n\n<li>Use click behavior to trigger follow-up sales actions<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to Use It?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Create a Tag<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Start by creating the tag you want to use.<br>Example: <strong>[3for1]<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the <strong>Tags<\/strong> icon in the top menu and select \u201cNew Tag.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Define the Smart Link<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the <strong>Email Templates &gt; Smart Links<\/strong> tab in your control panel.<br>Set:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The link text (e.g., \u201cView Details\u201d)<\/li>\n\n\n\n<li>The destination URL<\/li>\n\n\n\n<li>The tag to be added upon click<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Then save the link.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Create an Email Template<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Still in the control panel, go to the email templates section.<br>Edit an existing template or create a new one.<br>Add a clickable link (e.g., \u201cClick here to learn more\u201d) by inserting the smart link using the <strong>Insert Keyword<\/strong> button.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Send the Email<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the <strong>Contacts<\/strong> section and filter your target audience.<br>Click <strong>Actions &gt; Send Email<\/strong> at the top right.<br>Select the right template and start sending.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> To use smart links, your TeamGram CRM account must be connected to a supported email service (Google Workspace, Microsoft 365, or a corporate SMTP account).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. See Who Clicked<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To see who clicked the link and was tagged, just click the <strong>Tags<\/strong> icon in the menu and select the tag (e.g., [3for1]).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Smart Links + Automations = Real-Time Sales Actions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can take things even further by using smart links with TeamGram CRM automations to trigger real-time follow-ups.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Example Scenario:<\/strong><strong><br><\/strong>You want a team member to call everyone who clicks on a campaign link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Automations<\/strong> in the main menu<\/li>\n\n\n\n<li>Create a <strong>New Automation<\/strong><\/li>\n\n\n\n<li><strong>Trigger:<\/strong> When a contact is updated<\/li>\n\n\n\n<li><strong>Condition:<\/strong> If the tag \u201c[3for1]\u201d is added<\/li>\n\n\n\n<li><strong>Action:<\/strong> Create an activity<\/li>\n\n\n\n<li>Set the activity subject to \u201cCall about 3for1 campaign\u201d and assign it to a team member<\/li>\n\n\n\n<li>Save and activate the automation<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Now, whenever someone clicks the link, they\u2019ll be tagged, and an automatic call task will be created for your team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What You Will Need<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A connected email account (Google Workspace, Microsoft 365, or SMTP)<\/li>\n\n\n\n<li>A <strong>TeamGram CRM Premium<\/strong> or higher plan<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Tag, smart link, and automation setup must be done by a user with <strong>system administrator permissions<\/strong>. Once set up, other users can start using them.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">For More Information<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Check out these support resources:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/support.teamgram.com\/knowledge-base\/tagging-contacts-automatically-via-smart-links-in-emails\/\">Smart Links<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.teamgram.com\/knowledge-base\/automation\/\">Automations<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.teamgram.com\/knowledge-base\/gmail-integration\/\">Google Workspace Integration<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.teamgram.com\/knowledge-base\/office-365-email-integration\/\">Microsoft 365 Integration<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you get stuck, <a href=\"https:\/\/www.teamgram.com\/main\/en\/contact-us\">reach out to our support team<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Successful sales conversations start with delivering the right message to the right person. If you know in advance what your customer is interested in, you can begin the conversation much more effectively. That\u2019s exactly where the Smart Link feature comes in.<\/p>\n","protected":false},"author":2,"featured_media":34644,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_wpcom_ai_launchpad_first_post":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[162],"tags":[],"class_list":["post-34643","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-features"],"jetpack_featured_media_url":"https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png","spectra_custom_meta":{"_edit_lock":["1752691389:2"],"_last_editor_used_jetpack":["block-editor"],"_alp_processed":["1752691385"],"_wpml_word_count":["537"],"_wpml_location_migration_done":["1"],"_thumbnail_id":["34644"],"_edit_last":["2"],"_wpml_media_has_media":["1"],"ao_post_optimize":["a:6:{s:16:\"ao_post_optimize\";s:2:\"on\";s:19:\"ao_post_js_optimize\";s:2:\"on\";s:20:\"ao_post_css_optimize\";s:2:\"on\";s:12:\"ao_post_ccss\";s:2:\"on\";s:16:\"ao_post_lazyload\";s:2:\"on\";s:15:\"ao_post_preload\";s:0:\"\";}"],"_wpml_media_duplicate":["1"],"_wpml_media_featured":["1"],"_uag_css_file_name":["uag-css-34643.css"],"_uagb_previous_block_counts":["a:90:{s:21:\"uagb\/advanced-heading\";i:0;s:15:\"uagb\/blockquote\";i:0;s:12:\"uagb\/buttons\";i:0;s:18:\"uagb\/buttons-child\";i:0;s:19:\"uagb\/call-to-action\";i:0;s:15:\"uagb\/cf7-styler\";i:0;s:11:\"uagb\/column\";i:0;s:12:\"uagb\/columns\";i:0;s:14:\"uagb\/container\";i:0;s:21:\"uagb\/content-timeline\";i:0;s:27:\"uagb\/content-timeline-child\";i:0;s:14:\"uagb\/countdown\";i:0;s:12:\"uagb\/counter\";i:0;s:8:\"uagb\/faq\";i:0;s:14:\"uagb\/faq-child\";i:0;s:10:\"uagb\/forms\";i:0;s:17:\"uagb\/forms-accept\";i:0;s:19:\"uagb\/forms-checkbox\";i:0;s:15:\"uagb\/forms-date\";i:0;s:16:\"uagb\/forms-email\";i:0;s:17:\"uagb\/forms-hidden\";i:0;s:15:\"uagb\/forms-name\";i:0;s:16:\"uagb\/forms-phone\";i:0;s:16:\"uagb\/forms-radio\";i:0;s:17:\"uagb\/forms-select\";i:0;s:19:\"uagb\/forms-textarea\";i:0;s:17:\"uagb\/forms-toggle\";i:0;s:14:\"uagb\/forms-url\";i:0;s:14:\"uagb\/gf-styler\";i:0;s:15:\"uagb\/google-map\";i:0;s:11:\"uagb\/how-to\";i:0;s:16:\"uagb\/how-to-step\";i:0;s:9:\"uagb\/icon\";i:0;s:14:\"uagb\/icon-list\";i:0;s:20:\"uagb\/icon-list-child\";i:0;s:10:\"uagb\/image\";i:0;s:18:\"uagb\/image-gallery\";i:0;s:13:\"uagb\/info-box\";i:0;s:18:\"uagb\/inline-notice\";i:0;s:11:\"uagb\/lottie\";i:0;s:21:\"uagb\/marketing-button\";i:0;s:10:\"uagb\/modal\";i:0;s:18:\"uagb\/popup-builder\";i:0;s:16:\"uagb\/post-button\";i:0;s:18:\"uagb\/post-carousel\";i:0;s:17:\"uagb\/post-excerpt\";i:0;s:14:\"uagb\/post-grid\";i:0;s:15:\"uagb\/post-image\";i:0;s:17:\"uagb\/post-masonry\";i:0;s:14:\"uagb\/post-meta\";i:0;s:18:\"uagb\/post-taxonomy\";i:0;s:18:\"uagb\/post-timeline\";i:0;s:15:\"uagb\/post-title\";i:0;s:20:\"uagb\/restaurant-menu\";i:0;s:26:\"uagb\/restaurant-menu-child\";i:0;s:11:\"uagb\/review\";i:0;s:12:\"uagb\/section\";i:0;s:14:\"uagb\/separator\";i:0;s:11:\"uagb\/slider\";i:0;s:17:\"uagb\/slider-child\";i:0;s:17:\"uagb\/social-share\";i:0;s:23:\"uagb\/social-share-child\";i:0;s:16:\"uagb\/star-rating\";i:0;s:23:\"uagb\/sure-cart-checkout\";i:0;s:22:\"uagb\/sure-cart-product\";i:0;s:15:\"uagb\/sure-forms\";i:0;s:22:\"uagb\/table-of-contents\";i:0;s:9:\"uagb\/tabs\";i:0;s:15:\"uagb\/tabs-child\";i:0;s:18:\"uagb\/taxonomy-list\";i:0;s:9:\"uagb\/team\";i:0;s:16:\"uagb\/testimonial\";i:0;s:14:\"uagb\/wp-search\";i:0;s:19:\"uagb\/instagram-feed\";i:0;s:10:\"uagb\/login\";i:0;s:17:\"uagb\/loop-builder\";i:0;s:18:\"uagb\/loop-category\";i:0;s:20:\"uagb\/loop-pagination\";i:0;s:15:\"uagb\/loop-reset\";i:0;s:16:\"uagb\/loop-search\";i:0;s:14:\"uagb\/loop-sort\";i:0;s:17:\"uagb\/loop-wrapper\";i:0;s:13:\"uagb\/register\";i:0;s:19:\"uagb\/register-email\";i:0;s:24:\"uagb\/register-first-name\";i:0;s:23:\"uagb\/register-last-name\";i:0;s:22:\"uagb\/register-password\";i:0;s:30:\"uagb\/register-reenter-password\";i:0;s:19:\"uagb\/register-terms\";i:0;s:22:\"uagb\/register-username\";i:0;}"]},"uagb_featured_image_src":{"full":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",1000,500,false],"thumbnail":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks-150x150.png?crop=1",150,150,true],"medium":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks-300x150.png",300,150,true],"medium_large":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks-768x384.png",768,384,true],"large":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",1000,500,false],"1536x1536":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",1000,500,false],"2048x2048":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",1000,500,false],"newspack-article-block-landscape-large":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",1000,500,false],"newspack-article-block-portrait-large":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",900,450,false],"newspack-article-block-square-large":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",1000,500,false],"newspack-article-block-landscape-medium":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",800,400,false],"newspack-article-block-portrait-medium":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",600,300,false],"newspack-article-block-square-medium":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",800,400,false],"newspack-article-block-landscape-intermediate":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",600,300,false],"newspack-article-block-portrait-intermediate":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",450,225,false],"newspack-article-block-square-intermediate":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",600,300,false],"newspack-article-block-landscape-small":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",400,200,false],"newspack-article-block-portrait-small":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",300,150,false],"newspack-article-block-square-small":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",400,200,false],"newspack-article-block-landscape-tiny":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",200,100,false],"newspack-article-block-portrait-tiny":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",150,75,false],"newspack-article-block-square-tiny":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",200,100,false],"newspack-article-block-uncropped":["https:\\/\\/www.teamgram.com\\/blog\/wp-content\/uploads\/2025\/07\/smartlinks.png",1000,500,false]},"uagb_author_info":{"display_name":"Ahmet Yurekli","author_link":"https:\\/\\/www.teamgram.com\\/blog\/en\/author\/ayurekli\/"},"uagb_comment_info":0,"uagb_excerpt":"Successful sales conversations start with delivering the right message to the right person. If you know in advance what your customer is interested in, you can begin the conversation much more effectively. That\u2019s exactly where the Smart Link feature comes in.","jetpack_shortlink":"https:\/\/wp.me\/pgusnm-90L","_links":{"self":[{"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/posts\/34643","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/comments?post=34643"}],"version-history":[{"count":5,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/posts\/34643\/revisions"}],"predecessor-version":[{"id":34659,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/posts\/34643\/revisions\/34659"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/media\/34644"}],"wp:attachment":[{"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/media?parent=34643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/categories?post=34643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/tags?post=34643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}