Concierge Router Deployment

When you have finished setting up your routing Rules, CRM-related Nodes, and other scheduling settings on your Concierge router, you are probably ready to see it in action.

You can embed a router on your website behind a form, add a routing link to your emails, or use our JavaScript (JS) API for more advanced cases. Let’s review each method.

Table of Contents

• How do I Access the Deployment Details?
• Website Form
• Marketing Campaigns
• Web Application (API)

How do I Access the Deployment Details?

If you are an Admin or Workspace Manager, click the Router option under Concierge in the left-hand side menu.

Click the "Create new Concierge Router" button at the top right to create a new Router (here's a guideline for that), or click "Open" next to any existing Concierge Router.

Go to the Embed tab inside your Concierge router to access the Embed methods.

On a Website

You must enable the option below in your Router's Trigger to have this option enabled! 

If you want to trigger Concierge after a prospect submits a form on your website (e.g., a Contact Us or Demo Request Form), this method is for you! 

In the Embed tab, click "Show" right next to the "On a Website" option:

Code Snippet

Next, you need to know which form you are integrating Concierge with. If it’s a standard HTML form, you can use our HTML Form option.

If you use a marketing form provider such as Marketo, HubSpot, Pardot, etc., you should also be able to find them in the same dropdown. After selecting the required option, you may find more than one code to be used depending on your use case.

Let's take Hubspot as an example, where you will notice two different snippet options in the Location dropdown: Website Builder and Embedded as an iFrame:

WordPress Plug-in

You can also use the Chili Piper plug-in to embed your form on WordPress. For that, you must:

1. Download Chili Piper's plugin to your WordPress account here
    
2. Enter the tenant and router names in your settings. Those can be found in the WordPress Plug-In tab itself:
   
   If the router name is blank, double-check if your router is published.

In Emails

You must enable the option below in your Router's Trigger to have this option enabled! 

The Router link can be used to send a marketing campaign via email and allow the prospect to schedule a meeting directly from there.

In the Embed tab, go to "In Emails" and click Show. You will see two options:

The Standard Router Link option will present the prospect with the form associated with your Router, requiring them to enter their email and other required information.

After they submit the form, Concierge will evaluate the information and present the prospect with a relevant calendar if they match your Rules. 

Click Copy Link to copy the Router's URL to your clipboard:

The Smart Router Link option contains the following parameters to be used:

• Id: This parameter allows you to pass the prospect's email or the CRM ID in the router's URL with the help of an ID query parameter. Concierge will then collect the email or ID and use your CRM to evaluate the prospect-related fields against the Rules in your router. We will show the form if the prospect's email isn't in your CRM so they can include their data.
  
  Select id, and the router link will be built right below. You will only need to include the prospect's email or CRM ID after id= if you are building it manually, but you can also use this parameter to benefit from some workflows or automation you can integrate with tools like Marketo, Outreach and SalesLoft. click here to learn more
   
• by: This one gives credit to specific users by marking them as the meeting bookers. You would want to do this, for example, for reporting purposes, knowing who to give credit to a specific meeting, or ensuring the booker is also part of the meeting. 
  
  Select the user you want to build the link for, and the router link will be built straight away.
  

This is a great way to reduce the number of steps for prospects and increase their chances of booking a meeting. 

In the dropdown with the same name, select the Campaign tool you use to send emails. Then, in the Dynamic parameters & Link dropdown, select the parameter you want to embed in the URL. We will generate the URL with a relevant parameter. Click Copy Link to copy it to your clipboard.

On a Website and/or Web App

If you want to use the JavaScript API for your inbound routing with Concierge, you must enable the option below in your Router's Trigger. 

In the Embed tab, go to the On a Website and/or Web App option:

Here, you will find the JS snippet or the Custom API snippet that you can use to route your prospects inside your application. You can also check this article to explore the options available in our APIs.

Data Fields Mapping

Ensure you map the Data Fields to the user info from the user session, Cookies, etc. To do that, we advise starting with your Router's Trigger, where you can add relevant Data Fields to be used in the mapping.

Click Add Field and start adding your Data Fields accordingly. Note that the Email field is mandatory and can not be deleted.

Once you finish adding your Data Fields, you will notice that the JavaScript Snippet-related options will already have these fields populated in the lead array, as Chili Piper will automatically collect either the default Data Field naming or the Smart Parameter that one of your Admins may have set for them and fill out this piece for you.

In our example, we added the Email, First Name, and Company Size Data Fields, and they were automatically populated in the JavaScript Snippet, as shown below:

After that, notice how the snippet has some orientations to replace values after the Data Fields and the colon (":")

lead: {
        "email2": "", // replace the value with the value for Email
        "personfirstname": "", // replace the value with the value for First Name
        "CompanyEmployees": "", // replace the value with the value for Company Size
      }

These values need to be replaced with the JavaScript variable that contains the data from your form or the source you are submitting from.

For example, if your form stores the user’s data in form field names named:

• email
• firstname
• company_size

Using our example above, your mapping should look similar to the following. Note that the form field naming might be different from Chili Piper's Data Field naming, as they are not directly correlated.

lead: {
  "email2": window.email,
  "personfirstname": window.firstname,
  "CompanyEmployees": window.company_size,
}

In summary, in the lead array, the structure is:

• Left-hand side, before the colon: Chili Piper Data Field naming. You do not need to modify these. The system pulls the mapping directly from the Data Field definition itself after setting the Data Fields in your Router's Trigger.
   
• Right-hand side, after the colon: These are the values you need to map on your end. This is what gets passed into the lead array in the JavaScript snippet.