URL Shortening

URL shortening is a means of generating a link that is typically shorter than the original link but which still directs to the required location.

Follow the below steps to shorten the URL:

  1. Navigate to a Messaging Interface among New Messages, Bulk Messages, Conversation Views, Salesforce Campaigns.
New Message URL shortening
New Message
Bulk Messages
Bulk Messages
Conversation view
Conversation view
Salesforce campaign
Salesforce campaign
  1. Click Link Icon. Users can also Click the message body to enter a Long URL and provide space, it will automatically generate a short link that appears in place of the Long URL in the message body.
Add short link
URL shortening

  1. Enter Long URL
Preview URL
  1. Click Preview to check if Long URL opens the relevant page. Preview does not increase the click count.
Preview URL
Preview URL
  1. This step is optional. Click the checkbox to select ‘Generate Unique Short Link With Every Message’
Generate short link with every message

Important Dynamic Short links are a powerful feature and should be used judiciously. The cost of short links for an account is directly proportional to the number of active short links in the account. Dynamic Short links are a type of Unique Short Links that are created for messages. Therefore, these links are created when messages are sent and not when messages are composed.

Unique short link
Unique Short Links with two-plus signs (++) before the link
  1. This step is optional. Under Slash Tag enter a custom Slash Tag and under  Expire Link enter expire days. Slash Tag makes the links easy to understand. For example, a link to a calendar could use a slash tag which is “cal” or “calendar” if available. Default expiry set-up by admin is applicable if you do not fill-up the Expire Link space.
Expire link
  1. Click Save to create a Short Link or provide space after entering Long URL in the message body. Short Link appears on the messaging, or template user interface.

URL Tracking

URL tracking allows users to track the links that result in link clicks. Users can always check the details about every Short link generated under Shortened Link tab.

Users can select the checkbox ‘Generate Unique Short Link Per Message’ at the time of creating the short link that generates a unique short link per message and allows to track the no of clicks and also who clicked on the link.

Unique short links per message are used when there is a need to track which messages result in link click or which recipient clicked the link. This is done by ensuring that every message is sent with a unique link to the recipient. This is usually used when link click is used to determine interest and adjust the score of a potential lead.

Follow the steps below for checking the details about the short link and URL Tracking:

  1. Navigate to the Shortened Link Tab
Shortened links tab
  1. Click Shortened Link Name to view the details


  • A short link is active if the Active field is selected
  • Expiry Date field shows the date and time when the link will expire, a blank value means the link will not expire
  • Click Count field shows the number of clicks for the Short Link
Shortened link click
  1. Click Shortened Link Name and go to the detail page of the Shortened Link to check detailed information about clicks such as click count
Link Details page
  1. Click the Related tab to see the detail of the recipient who clicked the link

Note – This section is applicable only if a unique short link was used for every message.

Related links

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