Smart Scheduling Links

You can embed smart parameters in your Chili Piper URLs for different use cases, such as automatically identifying a prospect or crediting a booker for a booked meeting. In this article, we will cover which parameters can be used and how they can help you.

This article is dedicated to users who have upgraded and are working with our Demand Conversion Platform instance.

Table of Contents

• Which Smart Parameters are Currently Available?
• How do I embed a Smart Parameter in my URLs?
• Smart Link Builder in App
• Use Case Examples

Which Smart Parameters are Currently Available?

Here's a list of dynamic fields you can add to your "base" calendar links with examples below:

Note:  Anywhere that specifies the user's first-last name, we retrieve this from their user slug. Admins can find this or edit it in the User Table.

How do I embed a Smart Parameter in my URLs?

The parameter above can be added to a base calendar link preceded by ?. If you add several parameters to a base link, you can separate them using &.

If you add several parameters to a base link, here's one example of how a link would look like:

[Base_Calendar_Link]?id=prospect@email.com&by=mary-joe

The Base_Calendar_Link can be:

• Personal Links: The user's Unique Chili Piper URL, which can also be associated with different Meeting Types. Admins can find end user's links in the Admin Center (click here to check how), and end users can find their links either in their Personal Settings, or Meeting Types page.
   
• Group, One-on-One, Ownership and Round-Robin Links: These can be found under "Scheduling Links" in the left-hand side menu, under ChiliCal's section. Click here for more details.
   
• Concierge Router links: Admins can find a Router link in the "Embed tab for each Concierge Router, specifically in the "In Emails" option. If needed, check this article for more details.

Smart Link Builder in App

ChiliCal Scheduling Links

When you are building out a Scheduling Link, you have the option to create a Smart Link directly in the editor. This will add the correct parameter for the tool you are using to send the scheduling link. Currently, the id parameter is available in this builder.

For example, if you send an Ownership Scheduling Link through a Hubspot Email campaign, you can instantly get the correct link with the id parameter, allowing for one-click booking experience.

Concierge Router Links

The same builder is also available in Concierge Router Links. Instead of using a Scheduling link as a base, you can use a Concierge Router link, which may have more routing rules built out inside it. You can find this builder in your Concierge Router > Embed tab > In Emails dropdown > Smart Router Link. Currently, the id and by parameters are available.

Use Case Examples

Here are some everyday use case examples where the smart parameters can help you achieve different goals.

Automatically identify your prospect (id=)

You may want to do this to increase your conversion in email campaigns by using a CRM ID or a dynamic tag that includes your prospect/client’s email via ?id= in your booking link structure:

[Base_Calendar_Link]?id=CRMID  or [Base_Calendar_LINK]?id=email_address

For ChiliCal's Scheduling Links, you also need to have the "Skip the Form when possible" setting enabled in the associated Meeting Type so the form can be skipped appropriately when an ID is identified in your CRM:

For Concierge Router Scheduling Links, the form will not be displayed by default, whether or not an email or CRM ID is found in your CRM.
 

Practical Examples: 

In Salesloft, the following link https://Base_Calendar_Link/shared/john-doe/support-call?id={{email_address}} will automatically become https://Base_Calendar_Link/shared/john-doe?id=prospect@email.com
 

In Outreach, https://Base_Calendar_Link/shared/mary-doe/demo-call?id={{email}} will become https://Base_Calendar_Link/shared/mary-doe/demo-call?id=prospect@email.com

These are also especially useful for allowing your prospects to book a meeting with one click from your signature. This can be done in Outreach, Pardot, Marketo, Salesforce, Salesloft, and any other tool that allows you to pass an email ID.

Automatically pass on the booker ID (by=)

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.

You can add this parameter at the end of your link: ?by=firstname-lastname, which will be the user's Chili Piper Unique URL. Here's one example

https://Base_Calendar_Link/shared/mary-doe/demo-call?by=john-doe

Within this example, we would book a meeting using Mary's link, crediting John as the meeting's booker.

If you want to add the two parameters (by and id) together, you can separate them with &. For example:

[Base_Calendar_URL]?by=full-name&id=CRMID

If you are using a router link, you can benefit from our Concierge Router's Embed page to automatically build the link for your colleagues. Click here to learn how.

Specify an Assignee (assignee=) for a Round-Robin Scheduling Link

If you want to create a URL that only goes to a particular person in your Round-Robin Scheduling Links, you can include it by adding their Chili Piper Unique URL to the Scheduling Link.

You can add this parameter at the end of your link: ?assignee=firstname-lastname, which will be the user's Chili Piper Unique URL.

Note the assignee you are specifying in the URL needs to be part of the Distribution associated with the Scheduling Link.

For example, the Scheduling Link below would assign the meeting being booked to John Doe:

https://fire.chilipiper.com/round-robin/example-rr?assignee=john-doe

Automatically relate the booking to an SFDC opportunity (opportunityId=)

You can do that by adding this parameter at the end of the booking link: ?opportunityId= to associate the Salesforce Event to a specific Opportunity. Here's one example:

https://Base_Calendar_Link/shared/mary-doe/demo-call?opportunityId=0061U000004opKiQAI

With the example above, we would book a meeting using Mary's link and relate the meeting with the prospect to the opportunity ID: 0061U000004opKiQAI

Let's look at another one:

https://Base_Calendar_Link/concierge-router/link/demopage-router?opportunityId=0061U000004opKiQAI

With this example above, we would book a meeting using a router link and relate the meeting with the prospect to the opportunity ID: 0061U000004opKiQAI

Note that, while using Concierge Router links, if there is no Event Creation Node in your Concierge Router, we will not relate the Event with Opportunities.

Automatically relate the booking to an SFDC case (caseId=)

You can add this parameter at the end of the booking link: ?caseId= to associate the Salesforce Event to a specific Case. Here's one example:

https://Base_Calendar_Link/shared/mary-doe/demo-call?caseId=5000W00001DS2Pm

With the example above, we would book a meeting using Mary's link and relate the meeting with the prospect to the opportunity ID: 5000W00001DS2Pm

Let's look at another one:

https://Base_Calendar_Link/concierge-router/link/demopage-router?caseId=5000W00001DS2Pm

With this example above, we would book a meeting using a router link and relate the meeting with the prospect to the opportunity ID: 5000W00001DS2Pm

Note that, while using Concierge Router links, if there is no Event Creation Node in your Concierge Router, we will not relate the Event with Cases.

Force a Contact to be created under a certain Account

Let's say, for example, that you are sending out a marketing email. You are worried that someone may forward the email with the booking link to a coworker who may not exist in Salesforce. Still, in this case, you want to ensure that the person who ends up booking gets created as a Contact in Salesforce under the Account the initial Contact you were emailing is a member of.

You can use theaccountId Smart Booking parameter to achieve this. For example, if you have an Account in Salesforce with ID = 001xxxxxxxxxxxx, you can set this value at the end of the booking URL to ensure that if a new Prospect fills out the form, Chili Piper will create a Contact under that Account.

https://Base_Calendar_Link/concierge-router/link/demopage-router?accountId=001xxxxxxxxxx

Edge Case Handlers to be aware of:

• If no record exists (Lead or Contact) by email when the meeting is booked, then Chili Piper will create a Contact in SFDC under the Account that was passed to us
• If a Lead or Contact Exists but the Contact is in another Account, we will create a net new Contact under the Account ID passed to us. (a purposeful duplicate)
• If a single Contact already exists under that Account (by email), we will use that Contact and not create a new one.
• If multiple Contacts exist with that email address, one of which is associated with the accountId in question, then we will use the Contact ID from the accountId value passed.

Automatically pass the Salesforce Campaign Id and the Campaign Member Status value

You can now pass the Salesforce Campaign ID that you want your prospect to be associated with and the Campaign member status value like the example below:

https://Base_Calendar_Link/concierge-router/link/demopage-router?campaignId=7014x000001CWxt&status=Responded

Automatically pass a Meeting Type to book a meeting

You can also "force" a meeting template to be used in your booked meetings, even though you have a different one associated with the Scheduling path being used.

Be careful, as all settings associated with the Meeting Type you pretend to use will also be taken into consideration during the booking process.

 https://Base_Calendar_Link//concierge-router/link/inbound?meetingTypeId=d35e9467-6160-4e0a-8047-ad4d9b560432

To get your Meeting Type ID to be used, navigate to the Meeting Types page under the Assets menu and open the Meeting Type you want to use.

You will be able to find the Meeting Type ID in the browser's URL: