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    Mandatory Setup

    Trigger Links Explained: Updating Your Marketing URLs

    Use Ask AI to update the Trigger Links that should point to your website pages. This should be completed after your website is live and before you begin email marketing.

    Training Video

    Ask AI Prompt

    Copy the prompt below and paste it into Ask AI. Replace the website URL placeholder with your live website address before running it.

    Prompt
    ASK AI TASK: UPDATE WEBSITE TRIGGER LINK URLS

Website URL:
[PASTE REALTOR WEBSITE URL HERE]

Review the website and update CRM Trigger Links that require a direct website URL.

DO NOT UPDATE:
- Trigger Links containing Dubb
- Trigger Links containing iList
- Trigger Links containing Webinar
- Trigger Links containing Ads
- Trigger Links containing Unsubscribe
- Trigger Links already using a Custom Value
- Trigger Links already using a Contact Field
- Trigger Links already using another dynamic field or merge field

Leave those exactly as they are.

UPDATE THE REMAINING TRIGGER LINKS:

For each Trigger Link that requires a website URL:
1. Find the closest matching live page on the website.
2. Set that page as the Trigger Link destination URL.
3. Save it.
4. Continue to the next Trigger Link.

Use the Trigger Link name and purpose to choose the closest page.

IMPORTANT MATCHES:

AI Advantage
→ AI page under About
→ If no AI page exists, use Selling Options

Just Listed
→ Just Listed page

Just Reduced
→ Just Reduced page

New Construction
→ New Construction page

Rent to Own
→ Rent-to-Own page

Mortgage Approval / Get Approval
→ Mortgage Approval or Pre-Approval page

Home Shopping / Home Search
→ Closest Home Search page

Other Buyer Trigger Links
→ Closest matching Buyer page
→ If no close match, use the main Buy page

Other Seller Trigger Links
→ Closest matching Seller page
→ If no close match, use the main Sell or Selling Options page

Book Call
→ Schedule, Meet, Consultation, or Booking page

Do not rename Trigger Links.
Do not create pages.
Do not change Custom Values.
Do not change Contact Fields.
Do not change workflows.
Do not change campaigns.
Do not change anything else in the CRM.

FINAL REPORT:

WEBSITE TRIGGER LINK UPDATE COMPLETE

Updated:
Skipped:
Needs Review:

List only Trigger Links that need review.
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