Smart Links are trackable links that can organize a known contact or start follow-up work when the contact clicks. Each link redirects to your chosen destination and can apply several CRM actions.
Create a Smart Link
- Open Kelune CRM → Settings → Smart Links.
- Select Create Smart Link.
- Enter a Link Name and optional description.
- Choose a Link Type: General, Campaign, Automation, or Website.
- Enter the destination Redirect URL.
- Choose any actions to run when the link is clicked.
- Set the link to Active.
- Save the Smart Link.
After creation, Kelune CRM displays the generated tracking URL. Copy that URL for use in supported emails and workflows rather than using the destination URL directly.
Choose click actions
A Smart Link can perform one or more of these actions:
- Add tags.
- Remove tags.
- Add the contact to lists.
- Remove the contact from lists.
- Trigger automations.
For example, a link to a product page could add an Interested in Product A tag and start a relevant follow-up automation.
Use and monitor the link
The Smart Links table shows the tracking URL, link type, click count, status, and last-clicked time. Use these details to confirm that the link is active and receiving clicks.
You can edit the configuration when the destination or actions change. Set a link to Inactive when it should stop processing new clicks.