Here's a quick guide on how to build a dynamic list that only includes leads that have clicked on a specified link from an email.
Building a Dynamic List Based on Clicking a Link in an Email
Step 1: To build the list, start by clicking on the green "New" button in the top right corner of SharpSpring.
Step 2: Select "Lists" in the drop down menu.
Step 3: Create a name for your list and then click the blue "Create List" button.
Step 4: In the "Trigger & Filters" section, click on the contact drop-down box (It's the 2nd drop-down box to the right).
Step 5: Select "visits from the email" and then in the field to the write begin typing in the email you want to send. This trigger requires a lead to be taken to a tracked page (where there is SharpSpring tracking code) in order to be added to the list.
Step 6: In the next drop-down box, select the number of times the lead has to visit the site from the email in order to be added to the list. Let's select 1 time for this example.
Step 7: In the last drop down box, select "exactly."
Step 8: Click on the blue "Add Rule" button.
Optional: If you have multiple links in the email, you can specify which link the lead needs to click on when visiting the site, in order for the Task to fire.
Once a person visits the webpage from the link in the email, he or she will be added to the list!