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:
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.
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.
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.
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.