Meeting Templates

Setup your meeting  templates with advanced dynamic fields for meeting title, location, description, and length.

Here is a guide of all available Dynamic Tags.

In addition to meeting templates, you can also:

  • Setup meeting buffers that allow your team to prepare before a meeting or take notes after it.
  • If a meeting gets booked online you can also decide what information you want to collect from your customers via dynamic forms that store your prospect information in Salesforce (or create a lead in Salesforce if there’s none yet).
  • Each meeting template can dynamically change the conference details based on the assignee of the meeting. This can be configured via {!Conference.Details} tag and the information for each assignee can be edited in the “Conference Details” tab.

After you create your templates don’t forget to associate them with your  queues and with your calendar.

Your team is able to change or edit the meeting template as they are booking a meeting for themselves, for someone in their team or when suggesting times to meet in an email.

Here are some examples of meeting templates.

Discovery Call

Discovery CallDemo

Demo Meeting TemplateTraining

Training

The team  conference details tag can be handled on a separate tab

If you are using GoToMeeting you can follow the instructions  here for deeper integration.


Advanced settings

Each meeting type you create can be stored on the event or lead/contact in Salesforce and can be used for advanced Salesforce triggers. See how you can store this  information in Salesforce.

Examples:

  • When a meeting type “Demo” is created, the Opportunity Stage should be automatically changed to “Demo.”
  • When a meeting type “Discovery” is created through an email automation tool, remove the prospect from the cadence/sequence.
  • When a meeting type “Training” is created, assign the account to the trainer. See instructions.

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