Demand Conversion Platform Users
This article is dedicated to users who have migrated and are working with our Demand Conversion Platform instance.
If you are still a Legacy user, check this article instead.
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.
Table of Contents
- Which Smart Parameters are Currently Available?
- How do I embed a Smart Parameter in my URLs?
- 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:
id |
email address | Pass the prospect's email address as an ID if the prospect is in your CRM. |
CRM ID | Pass prospect CRM ID (both Lead & Contact objects work for Salesforce and only Contact for HubSpot) | |
by |
firstname-last name (Unique Chili Piper link) | The booker's full name in lowercase (if they want to get notified and get credit) |
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&type=demo&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.
-
One-on-One 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.
Use Case Examples
Here are some common use case examples where the smart parameters can help you to 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
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:
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 do that by adding 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.