Trigger Links & Waiver Email Template Customization

This guide covers two critical internal tasks:

1. Updating Trigger Links with Funnel URLs

2. Editing the Waiver to Client Email Template to reflect accurate branding and imagery

By completing these steps, you ensure automation accuracy and a polished client experience.

Part 1: Update Trigger Links with Funnel URLs

1. Navigate to Trigger Links

• Go to Marketing > Trigger Links

2. Copy Funnel URLs from Documentation

• Open the “Funnel URL” Google Doc you created during the funnel setup process.

• For each funnel, copy the complete live URL.

3. Paste URL into Trigger Link Field

• In the Trigger Link setup, paste the copied URL.

• Append the merge fields at the end of each link to ensure contact data is passed through correctly:

?email={{contact.email}}&phone={{contact.phone}}

This ensures that when the client clicks the link, their email and phone number populate automatically where needed.

Watch the step-by-step Loom tutorial:
Trigger Link Setup Video

Part 2: Customize the “Waiver to Client” Email Template

1. Go to Email Templates

• Navigate to Marketing > Email Templates

• Locate and open the template titled: “Copy of Waiver to Client”

2. Edit Visual Elements

• Replace the logo with your current branded logo.

• Swap out the default dog image with a relevant, high-quality image (ideally, one that reflects your brand tone or services).

Need help? Watch the walkthrough:
Waiver Email Template Editing Video

Final Checklist

•  All funnel links pasted into Trigger Links with proper merge fields

•  Each trigger link name clearly reflects the funnel purpose (e.g., Waiver, EOG, etc.)

•  Logo in the waiver email is updated

•  Dog image replaced with branded imagery

•  Save all changes before exiting