Setting Up Trackable Links for Email Campaigns

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Guru allows your team to easily access information in your workflow, and with Content Performance you can track when your prospects are engaging with your assets in Guru. Including Dynamic Links in your bulk campaigns (via tools such as Outreach, SalesLoft, etc.) allows you to gather engagement metrics for your entire recipient list.

NOTE: This article outlines the steps to send a dynamic trackable link in a bulk campaign. If you are looking to send a trackable link to one specific recipient using email, not an automation tool, instructions can be found here.

How to Send a dynamic link

  1. Navigate to the Card that contains the link you would like to send.

  2. Click the target symbol which appears both:

    1. On the left toolbar:
      Screen Shot 2019-04-22 at 2.04.14 PM.png

    2. ANE on the hover state over the link:
      Screen Shot 2019-04-22 at 2.04.25 PM.png

  3. Click on the 'Create a dynamic link' tooltip at the bottom of the tab:
    image.png

  4. You will be given two options:

    1. 'Copy Individual Links' - this will ONLY copy the trackable link to your clipboard

    2. 'Copy Entire Card' - this will copy the trackable link along with the Card's content.
      TIP: This is useful when there's additional text or multiple links in the Card that you would like to include in your messaging.

      image.png

  5. Click 'Generate Link' and then 'Copy Link'

  6. Paste the content in your email campaign set up. You can edit the content, but the link(s) should remain intact.

  7. Adjust the link to align with your tool's variable tags/fields
    NOTE: Certain bulk automation tools will automatically adjust the dynamic link to align with the variable tags/fields that are native to their system. These tools are:

    1. SalesLoft

    2. Outreach

  8. If you are using another tool, you will need to adjust the link's syntax to ensure it aligns with with the variable tags/fields you have set up in your campaign system:

    1. When copying a dynamic link from Guru, it will appear in this form:
      https://api.getguru.com/example/{{REPLACE_WITH_CUSTOMER_EMAIL}}&rep{{REPLACE_WITH_REP_EMAIL}}

    2. In order to customize this for your campaign tool, change the {{REPLACE_WITH_CUSTOMER_EMAIL}} and {{REPLACE_WITH_REP_EMAIL}} fields to reflect the variable tags used in your tool.

    3. See below for Campaign System Specifics!

  9. Once your campaign goes live you will receive a Slack message or email whenever a prospect clicks!
    TIP: Ensure that you have Slack notifications in Guru turned on by typing 'enable notifications' in your DM with @Guru

Campaign System Specifics: