In this tutorial Shaun Whynacht demonstrates a step‑by‑step method for tracking when a contact clicks a PDF download link in GoHighLevel and automatically tagging that contact. He begins by uploading the presentation PDF to the platform’s Media library and copying its file URL. He then creates a named Trigger Link in the Marketing section using that URL. Next, he builds a workflow that sends an email containing the Trigger Link, adds a “wait for trigger link click” CRM event (with the timeout option left off), and finally adds an action to apply a tag called “downloaded Business presentation” to any contact who clicks the link. Shaun explains the importance of naming the trigger link, how the wait node functions, and notes that while GoHighLevel doesn’t natively tag on click, this workflow provides the needed functionality. The video ends with suggestions for using this pattern in broader campaigns.
Chapters
All right, so in this video I'm going to show you how you can actually track the clicking of a download in GoHighLevel. So here we are in our Client Connector version of GoHighLevel, and we're doing this for our client in here. So they want to be able to track if somebody clicks to download a PDF presentation. So We've gone ahead and our file management went into the media side. We're just gonna upload that presentation file to our GoHighLevel account. Uh, so it's in here. So we just wanna make sure it's in here. So we're gonna do that. We're gonna click on it here. And then when you click on it, you get this little link icon on the top. We're gonna click that to the clipboard cuz that is the link to that file. Okay. So once we have that, we're gonna come back out here. Uh, and then we're gonna come, I'm just gonna move my recording window outta the way here. I'm gonna move it to to the screen. Um, we're going to come back now. We're going to go into the marketing side and we're going to create a trigger link. All right. So we're going to go in here. We're going to say add trigger link, and we're gonna put in that URL. That's the URL for the document. And we are going to say, uh, what this is. So this is presentation, elevate your business. Uh, it's key to make sure that you name this because it's going to show up in other things throughout the application. So we're going to save that trigger link, uh, within the system. So it takes a second and then it shows up. Now how GoHighLevel works is it tracks anyone who clicks the link that we put in here as a trigger link. Okay. Now let's go into the automation that we're going to send this. Now we can't do this, uh, essentially with a broadcast. We're going to do it within the workflows. I'm gonna go into the workflow that I'm working on here, and I'm gonna name it. So presentation send, I'm gonna say elevate your business. Okay, so the way the client is asked to just leave this blank, they're gonna go ahead and write the email, but we're gonna put all the automation in place. So we're gonna send the email here, and then what we're gonna do is put here the name. I'm just gonna merge this in for the for the sake of this. Here is the presentation. There it is. Now what we're going to do is we're going to merge in up here and we're going to go down, come out of Contacts, and we're going to come down to find— let's find it here. Let's just search for it. Not there. Huh. Next one. There we go. Trigger Links. I thought it was in this one. So we're going to click on the little lightning bolt and there it is. Boom, it'll put that link in. It's not going to look like this when they get it, it's going to say presentation, um, as well. So we're going to save that. Oh, we're going to give it a title, uh, Download. Perfect. Okay, so now that's in here. Next, what we're going to do is we're going to then to put a wait in here. Now this is where you won't commonly think to look here for this. So we're going to wait. Now we're not going to wait a time delay. We're going to wait for a trigger link click. So under the CRM events, trigger link click here. So we're going to select that trigger link click there. Now there's an option for timeout, which means that you can set a period of time that it will wait for them to click on it. And if they don't, then it will advance them. In this case, because we're just tracking the single campaign where we're sending out an email and we want to see and label anyone who does it, we're going to keep the timeout turned off. We're going to save that. Now, um, what we're going to do next is we are going to add a tag. So we are going to say, um, downloaded Business presentation. And we are going to add that tag just like that. So now this is essentially set up in its basic form. So we would drop anyone into this automated workflow. They'll get the email. And if they click the link, then it's going to advance them and apply the tag. They never click the link. They're just going to stay within this automation here. Okay, so that's, that's what is going to happen. So think about how you can use that in your campaigns, but essentially you're going to be building out certain workflows for these one-off type things. Hopefully down the road, GoHighLevel will have the function that will be able to say, okay, if they click this link, then apply a tag to them, which is common in other CRMs out there. But in this case, this will do what you need it to do.
