Do you wish that instead of having to remember to add each net-new lead or existing Contact into a Campaign manually, it could automatically be done when they book a meeting? You came to the right place!

How to relate to a Campaign?

There are three ways you can relate a record to a Campaign:

1. Settings in the CRM Actions
   • You can set a Lead/Contact to be added to a specific Campaign and the Campaign Status;
   • You can set an Event to be related to a Campaign;
     
     
2. Pass it over through a Smart Booking Link
   • E.g.: https://calendar.na.chilipiper.com/router/demo-internal-use-test-pages-scheduling?id={{email_address}}&campaignId=7014x000001CLpr&status=Responded
     
     
3. Have another system do it based on a custom field type;

Settings in the CRM Actions

In the CRM Actions, we'll make updates in two sections:

1. Events:
   
   
   
   • Once "Campaign" is selected, another dropdown will appear with all of your campaigns, which can be searchable:
     
     
     
     
2. Leads and Contacts:
   
   
   
   • Same as above, once the "Add to campaign" option is selected, a dropdown will appear to choose the campaign and also the Campaign Status that we will be adding for the Lead/Contact.
     
     

This can help to automate the relationship with the campaigns upon form submission with your Concierge!

• The prospect submits the form, they get qualified, and finally, Chili Piper adds to a Campaign and the status;
  • This indicates that people who book the meeting and people who don't book the meeting. As long as the prospect is qualified, we'll add to the Campaign with the status set by the CRM Actions.

Pass it over through a Smart Booking Link

To make a smooth transition to get meetings from a campaign, you can send prospects a direct booking link if you already know their information.

If we already have these people in the CRM, we already know their First Name and Last Name, so we can pass the id parameter on the Router Link and give them the best user experience possible with a one-click booking

With the “id” parameter, you can either pass an Email Address or a CRM ID, and our system will automatically identify the Lead / Contact and route accordingly. For example: https://calendar.na.chilipiper.com/router/demo-internal-use-test-pages-scheduling?id={{email_address}}

Now, you can append the campaignId as well as the Status of the campaign you want that contact to be in: https://calendar.na.chilipiper.com/router/demo-internal-use-test-pages-scheduling?id={{email_address}}&campaignId=7014x000001CLpr&status=Responded

(The link above is just an example and won't work.)

ℹ️ Click here if you'd like to learn more about Smart Booking Links

Have another System do it based on the Meeting Type

You could build it with a system like Marketo or Hubspot. They can sync your Salesforce fields on Lead/Contact to Hubspot/Marketo; thus, any updates will also get synced.

How would that work?

These tools can create "Smart Campaigns" (Marketo) and "Workflows" (Hubspot):

• Trigger: When the Meeting Type Field gets updated to "Your_Meeting_Type";
  • This is just an example.
• Action: Add Record to a Salesforce Campaign and set a member status;