Smart Booking Links

Here's a list of dynamic fields you can add to your "base" calendar links with examples below:

id email address Pass prospect email address as an ID if prospect is in Salesforce
CRM ID Pass prospect CRM ID (both lead & contact objects work)
by firstname-last name The booker's name in small letters (if they want to get notified and get credit)
type meeting Type As Configured in Chili Piper admin under Team Templates 
caseid SFDC Case ID The SFDC ID of the Case you are relating your meeting to. Learn More. 
opportunityId SFDC Opp ID The SFDC ID of the Opportunity you are relating your meeting to. Learn More.
objectId SFDC Custom Obj ID The SFDC ID of a Custom Object you are relating your meeting to. Learn More.
accountId SFDC Acct ID
The SFDC ID of an Account. Creates a Contact under account for meeting series

Example: https://mycompany.chilipiper.com/book/me/my-name?id=collin@hotaccount.com

The parameter above can be added to a base calendar link preceded by ?. If you add several parameters to a base link your links will look like this (all small caps except for Salesforce IDs) 

[Base_Calendar_LINK]?id=prospect@email.com&type=demo&by=mary-joe


The Base_Calendar_LINK can be: 

a. An individual calendar link. You can find your own link under  meetings settings. The individual booking links for your team are under User Settings tab

b . Team calendar links.You can find them within your queues 

Once you have identified your calendar “Base” link you have many options to enhance this in your campaigns

Use cases - examples 


1. Automatically identify your prospect

You want to do this if you want to  increase your conversion in email campaigns. Using a CRM ID or a dynamic tag that includes your prospect/client’s email via ?id= in your booking link structure:

[Base_Calendar_LINK]?id=ID or [Base_Calendar_LINK]?id=email_address

Examples: 

Team booking links:

https://calendar.chilipiper.com/book/inbound-meetings?id={{email_address}} in Salesloft will automatically become

https://calendar.chilipiper.com/book/inbound-meetings?id=prospect@email.com

https://calendar.chilipiper.com/book/inbound-meetings?id={{email}} in Outreach will  become

https://calendar.chilipiper.com/book/inbound-meetings?id=prospect@email.com

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For individual links is especially useful to allow your prospects to book a meeting in one click from your signature. It can be done in   Outreach, Pardot, Marketo, Salesforce, Salesloft, Intercom and any other tool that allows you to pass an email ID

2. Automatically pass on the booker ID

You’d want to do this for reporting purposes (to know who to give the credit to) or to make sure the booker is also part of the meeting

You can do that by adding this parameter at the end of your link: ?by=full-name:

[Base_Calendar_link]?by=full-name

If you want to add two parameters together you need to replace one ? with a “&”

[Base_Calendar_URL]?by=full-name&id=CRMID

Example:

https://calendar.chilipiper.com/book/outbound-meetings?by=alina-vandenberghe will log the meeting as booked by Alina Vandenberghe

3. Automatically pass the assignee calendar via a “team” booking URL

If you want to create a URL that only goes to a particular person in your queues you can include it by adding their full name in the booking link

[Base_Calendar_URL]/full-name

Example:

https://calendar.chilipiper.com/book/outbound-meetings/alina-vandenberghe would book a meeting with the prospect on Alina’s calendar

4. Specify the meeting template

To associate a different meeting template than the default one to a link you can do so via ?type=meeting-name

[Base_Calendar_LINK]?type=meeting-name

Example:

https://calendar.chilipiper.com/book/outbound-meetings?type=demo would book a meeting of type demo as setup in our admin interface

5. Default to the calendar of the account owner if there is one in Salesforce

If you create a queue that is of type “Ownership” by selecting this algorithm:

screen-shot-2016-11-29-at-11-32-06-am

And then add the correct rules for ownership. E.g:

Assign to account owner

Then you can use this calendar URL to route your prospect to the correct owner by adding their email address or CRM ID via the ?id= tag described at the first point above

6. Automatically route your prospect to the correct resource

If you create a  router you can use that router URL to route the resource to the correct calendar based on all the rules you have setup in your queues

You can have a few options in this case:

a. Automatically identify a prospect by passing the CRM ID or email ID. E.g

https://calendar.chilipiper.com/router/inbound-router?id=prospectID https://calendar.chilipiper.com/router/inbound-router?id=prospect@email.com

OR

b. Ask the prospect a few questions before you route them to the correct resource

Use the router URL as it is, and make sure the form questions match your queue rules

https://calendar.chilipiper.com/router/inbound-router

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