This article covers how you can capture information and, upon a link click within the Intercom Bot's UI, use Chili Piper's advanced Round Robins, Routing, and Account-Owner Based Booking to schedule meetings or start a live call/video.
Notes:
- We recommend using a testing environment while setting up your configuration.
- This will work with your environment, and routing rules may differ slightly from the instructions provided. Our CS team can assist and review with you. Please feel free to email your Customer Success rep if you need any help.
- We recommend configuring a new "Intercom Router" within your workspace's "Inbound Router" settings to use for this. We'll skip the steps in this article, but if you need help configuring your new router, the detailed instructions can be found here.
- Select the bot you would like to use for this within Intercom's "Custom Bots" section. After that, click the "Edit" button in the top-right.
3. Select the path you'd like to use for the workflow.
4. We'll capture your prospect's information before providing them with the booking link. This step will help Chili Piper to qualify and route (if any) your prospect correctly.
In the example below, we can see the "What is your email?" question to collect the prospect's email and also where we'll store the reply.
5. After gathering all the required information, add a reply to show the prospects the booking link we'll use by hyperlinking it to a sentence.
6. Now, we'll add the same parameters on the link we hyperlink in the last step to ensure that the information you'll be passed to your landing page.
- Click the hyperlink, and while editing the link, add ?parameter= for the data you would like to pass in the URL. For the example above, it would be ?Email=
- After adding the parameter, click the <> icon on the same screen and map it to the field you mapped while adding the questions to your new path (step 4).
- You'll notice that a fallback will be added after mapping the field, so we're going to remove the _REPLACE_THIS_ and leave only the "".
- You'll notice that a fallback will be added after mapping the field, so we're going to remove the _REPLACE_THIS_ and leave only the "".
- If you'd like to add more than one parameter, they can be separated by &. Here's one example of adding FirstName to the URL we've been using as an example.
Don't forget to map all fields and remove the fallback.
7. Save & Close.
8. Add the following code to your new landing page from Step #3.
<script src="https://js.chilipiper.com/marketing.js" type="text/javascript"></script>
<script>ChiliPiper.getQuery("account-name", "router-name", { queryVariable: 'email'})
💡 Please see more details here about the 'ChiliPiper.getQuery' method.
- The "account-name" and "router-name" values will come from your unique Chili Piper Account. "account-name" == Your Chili Piper account subdomain, and "intercom-router" is the name of the new router you set in step 1.
- If you selected another name for your router, please make sure to copy the router's name from the below setting within your router.
In the screenshot above, the "account-name" we're looking at is "calendar" and the "router-name" we're looking at is "intercom-router."
9. Map your Form fields to the form related to your Chili Piper Router to the values that you set in your URL.
10. And you're done! You can preview the user experience using the "Preview" button.
- You can click on the hyperlink at the end of the flow.
- The page should redirect to your Landing page, and the link should have the values appended to the link you provided in the Intercom bot.
- The Chili Piper calendar should load immediately when you land on the thank you page. (i.e., the page will darken, and a wheel will spin on the page).