Dynamic Tags for Meeting Types and Reminders (Demand Conversion Platform)

With dynamic tags, you can personalize the content of your Meeting Types (MyApp and Workspace Assets) and Reminders dynamically based on the values provided by the Assignee, Prospect, Booker, Meeting, or CRM.

Table of Contents

• How does Dynamic Tags work?
• How do I Add Dynamic Tags to a Meeting Type or Reminder?
• Dynamic Location
• Manually adding tags

How does Dynamic Tags work?

Dynamic tags inserted into a Meeting Type or Reminder act as a placeholder for the personalized content.

You will only sometimes know ahead of time what the prospect's name is or what company they are from, but you want to make a professional-looking template to use for your booked meetings. Dynamic tags can retrieve this content in real-time to ensure Meeting Types and Reminders are personalized.

When a prospect fills out a Guest Form or if their record exists in your CRM, we retrieve this information to populate the meeting's/reminder's custom content. The content we already know (such as the Assignee or Booker of a meeting) can be retrieved anytime.

Example: The following dynamic tags are added to a Meeting Type

It will look something like this when the prospect receives the invite:

How do I Add Dynamic Tags to a Meeting Type or Reminder?

When creating or editing a Meeting Type in MyApp or Workspace Assets or a Reminder, you will see the button below in the Meeting Invite tab for Meeting Types and in the Message section for Reminders:

When you click the Insert Dynamic Tag button within the Meeting Type or Reminder, we present you with an easy-to-use list of all available tags. You can easily search through each section to find the tag you want.

The view from Meeting Types created in MyApp is slightly different, as it will separate Question fields (Guest Form) and Data Fields.

Question fields from your Guest Form are currently not available to be used as Dynamic Tags for

Reminders.

Dynamic Location

We allow you to present multiple conference location options to the prospect while booking! The Default one is highlighted in-app - Google Meet in the example below:

If you want to populate the value populated in the Location field to your Meeting Type or Reminder, you can refer to this location using the {!CP.Meeting.Location} tag.

When this tag is added to the Meeting Type, we will know which conference option the prospect selected while booking.
Just so you know, this may not work when using Google Meet as the Location since Google populates the link when the calendar event is created. This means that when Chili Piper completes the booking process, the Location has not been generated by Google yet. We suggest keeping it only in the Location field if you plan using Google Meet.

Manually adding tags

We always recommend using our handy menu for adding Dynamic Tags, but you can also write out the tags using special coded formatting. These tags can be copied/pasted from template to template to create the Dynamic Tag you'd like.

Here is a list of some of the most popular tags. Click enter or hit space whenever manually adding a tag, so we can properly render it.