Who can use this feature?
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?
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:
Some forms might have different implementations depending on where your form is located, so it's important to select where your form is currently embedded to ensure you have the right code snippet for your use case.
WordPress Plug-in
You can also use the Chili Piper plug-in to embed your form on WordPress. For that, you must:
- Download Chili Piper's plugin to your WordPress account here
- 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 toy your clipboard:
The Smart Router Link option contains the following parameters to be used:
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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
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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 prospect's number of steps and increase their chance 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 JS API for your inbound routing with Concierge, you must enable the option below in your Router's Trigger to have this option enabled!
In the Embed tab, go to the On a Website and/or Web App option:
Here, you will find the JS snippet or Custom API snippet that you can use to route your prospects inside your application.
Check this article to explore the options you have within our APIs.
Ensure you map the Data Fields to the user info from the user session, Cookies, etc.
The list of fields will vary depending on which Data Fields you have added to the Trigger's In-App option. In the example below, the first screenshot shows that the Email, US State, and Email Provider fields were included in the Router's Trigger. Then, they were included in the custom code in the second one.
The default Data Fields will be presented by their object and names (ObjectName):
- PersonEmail
- PersonState
- PersonFirstName
- PersonLastName
- CompanyName
Custom Data Fields you created will be presented by their IDs. To find a Data Field's ID, if you are an Admin, navigate to the Admin Center's Data Fields option in the left-hand menu:
Then, open the Data Field you are looking for, and the ID will be found in the browser's URL: