Sometimes prospects fill out a form and get presented with the calendar but not end up booking a meeting
Either the calendar gets left up on the screen and they come back to it hours later, their food delivery just arrived and they hastily x-out from excitement, or maybe the form is tied to gated content and the prospects shouldn't be allowed to schedule but sales should still get assigned those leads anyways.
In these cases, Chili Piper can still allow you to route and assign these meetings:
Scenario 1: Route leads who submit a form and do not book a meeting through Chili Piper
Navigate to Concierge || Inbound Router and then "Queues for Prospects who don't take Action"
- Determine when Chili Piper will route the leads
- Choose "Use the queues below to decide ownership" you can also "Enable distribution for existing contacts" which will tell Chili Piper to redistribute already existing Contacts in your CRM according to the activated queues that would not be detected by any Ownership Queues
- Chili Piper will email reps when a lead who did not book is distributed to them, choose to cc anyone else who needs to be kept in the loop
- Activate the queues which will be used (including Ownership Queues). These can mirror your Scheduling Queues or they can be different. Note: Leads of this sort will still "take up a turn" in the Round Robin so depending on your team's preferences you may choose to create separate queues for leads who do not book
In some cases, a prospect may fill out a form and not book a meeting, but then come back a few minutes later and submit another form where they proceed to book a meeting. To take this scenario into account make sure to have "Make Assignee the new Lead/Contact owner upon booking" checked on the appropriate Meeting Templates as well as Ownership queues activated to avoid duplicate lead assignment among reps.
Done! Now reps will get email notifications like this when they are assigned a lead who did not book a meeting:
PS: For reporting purposes, these leads will appear in Salesforce as Meeting_Type_CP = (Null)
Scenario 2: Route leads who fill out a form tied to gated content, webinar registrations, content downloads, etc.
Navigate to Concierge || Inbound Router and then "Add New Inbound Concierge"
- Configure your Router settings
- On the Router, we'll only toggle on queues in the section for "Queues for Prospects Who Don't Take Action"
- Embed the javascript beneath the form code of all your non-scheduling forms
We'll notify a rep in the same way as above!
Scenario 3: Using Chili Piper in tandem with other lead distribution systems
If you currently use other lead routing systems such as Distribution Engine, Lean Data, or Salesforce Assignment rules, then you may decide to keep these systems in place for routing and assigning leads for non-scheduling use cases. To set this up:
Navigate to Concierge || Inbound Router and then "Add New Inbound Concierge"
- On the Router, go to "Queues for Prospects Who Don't Take Action"
- Choose the timeout
- Select "Assign new leads to Salesforce Queue" and choose the proper queue
That's it! If the prospect doesn't book, then we'll assign the lead to the Salesforce Queue and your other tool will take over the routing and assigning after the timeout.
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