Use Case: Track and Tag Leads Who Booked Calls via ScheduleOnce

When you’re trying to sell your product or service, offering consultations, customer support, or otherwise just want to make best use of your time, scheduling your meetings using a service such as ScheduleOnce is essential. We use it on Womplify to allow customers to easily book setup help sessions and developer consultations, and also for leads or potential customers to book demos.

Wouldn’t it be handy if there was a way to automatically know which of your leads had booked a call?

In this use case, you will learn how to:

  • Add Web Tracker
  • Setup Booking page
  • Identify lead booking
  • Add tag to lead

 

Level: Easy

  1. Add Web Tracker
    In order for this to work, you need to add the Womplify Web Tracker to your site, preferably to every page on your site. Simply grab your Web Tracker code and paste it into your site footer. That’s all there is to it. Now every visit to every page on your site is tracked.
     
  2. Setup Booking Page
    First create a page on your web site where you would like to put your booking form. You can see one of our booking pages here. Then go to ScheduleOnce and sign in to your account (or sign up if you don’t have one yet). You will need to create a Booking page there and perhaps Services, which you can read more about on their help portal.

    Once created, go to Integration > Website integration > Website embed, select the appropriate Booking page to use and then grab the embed code to paste into your site.
    use-case-so-embed

  3. Setup Booking Confirmation Redirect
    On your own site, create another page where people will be sent to after they book. This is just a simple booking confirmation page and can have whatever content you like on it. Assuming you have added the Web Tracker to your site footer, it will be included on this confirmation page as well so there is nothing more you need to do with that.

    Now, to make sure people arrive at that page after booking, go back to your ScheduleOnce account and navigate to the relevant Booking form configuration section. For example if using a Booking page without Services, you can find that section at Configuration > Booking pages > Booking form > Edit.

    Scroll to the end of that page and you will see the Scheduling confirmation step. Select the second option and paste in the URL of your booking confirmation page. If you are offering multiple types of meetings and you want to be able to tag bookings according to the meeting type, then you can either create a separate confirmation page for each, or just have one page and add a query string to identify the type of meeting, for example: http://yourdomain.com/booked/?meeting=sales.

    use-case-so-confirmation

  4. Create a Trigger
    Now to automatically apply a Tag indicating that the lead has booked, you need to create a trigger.

    • Define Triggering Event
      In the WHEN section, select Lead Activity: Page Viewed and give the trigger a name such as Booked Sales Call, and a Description.
      use-case-so-trigger-when

    • Define Trigger Condition

      The IF condition, checks that the page URL viewed contains the text we are looking for. First in the add condition list, select View: Check Viewed Page’s URL. Then, in the Comparison list, select $B=*A* (which just means “contains”). Finally, in the Comparison Value box, enter the page you want to use for this trigger, such as /booked or /booked/?meeting=salescall if you have multiple types of meeting to identify.

      use-case-so-trigger-if

    • Define Trigger Action
      Now you need to define the action, which means to add a Tag to the lead record, indicating that this person has booked the type of meeting defined above. So in the drop-down list, select Lead Data: Add Lead Tags, then in the Tags box which appears, just type in a Tag such as Booked:SalesCall and then press Enter.

      use-case-so-trigger-then

    Click the Create button to save and activate your new Trigger.

Now any time a lead books a meeting with you, using your booking form, the appropriate tag will be added to the lead profile so you can easily see who booked and what type of meeting they booked. You can then create new triggered actions based on those tags.

Note that if the lead is not yet registered in your system, in other words if you do not yet know their email address, then the system still tracks them as an anonymous lead until such time as they do register. Tags are still applied to anonymous leads with this trigger.