Info: Operational links are used to register information from a single click in a message. When the operational link is click by a contact, the information is automatically transferred in the dedicated field in his personal profile.
For example, if the selected language is French, then this information is registered in the Language field in the database. If two choices are possible, then the value related to the last choice is the one registered.Step 1 - Create the link destination page
In certain cases, the destination page of the operational link already exist, wether it be a landing page created with Dialog Insight, a web page, a form confirmation, etc.
If not, before anything else, you need to create this destination page and have the URL ready.
Step 2 - Create the project field that will be filled
To register the new values, you need to have a field for it in your contact profiles. To do so, you can update an existing field or add a new field in your project. To learn how to create or edit a field, see this article.
Step 3 - Configure the operational link
- Go to
> Configuration > Messages > Operational links . - In the Operational links page, click Add a new link.
- In the displayed window, entitled New operational link, give the link a significant name that will allow you to easily find it.
- Enter the URL of the destination page of the clicked link (created on step 1)
- Click Save. As soon as you save the new operational link, a page with more configuration information displays.
- In the Update section, select the fields to be completed or updated. Most of the time, we will only update one field at a time, but you can choose to update more that one field at once.
The operational link is now ready to be added to messages.
The following image shows an example where the operational link will change a newsletter preferred language and version. For this example, we would have FR+HTML, FR+Web, EN+HTML, and EN+Web. These four links would allow to modify the contact's language and registered the message version to be sent in the future.
Additional operational link configuration:You can send a confirmation of the action triggered by the link clicked to contacts and/or administrators. To send a confirmation message to a contact In the Contact message field, select the value New message and then click on Edit.The standard message editor window will open.
- Specify the subject of the message as well as the name and email of the sender and type in the message. Once the message is complete, you can return to the link configuration window by clicking Save and apply (or by going back to the Operational link tab if you have first just saved your changes).
To send a message to the administrator
- In the Administravie message field, select the value New message and click on Edit.
- The standard message editor window will open.
- Specify the subject of the message as well as the name and email of the sender and type in the message. Once the message is complete, you can return to the link configuration window by clicking Save and apply (or by going back to the Operational link tab if you have first just saved your changes).
Step 4 - Insert the operational link in the message
- Once in the editor, place the cursor where you want the link to show in the message (do not select text as it will be replaced).
- Depending on the message editor used:
- In the HTML editor - Under the Link library tab, choose to add an Operational link and select in the Operational link field the link you have just created in the previous step, or any other one that is listed.
- In the Drag and Drop editor - Open the text block in edit mode. In the text editor, place the cursor where you want to insert the link. Open the link library by clicking on
. Choose the link you have created.