Legacy Users
This article is dedicated to Legacy users who haven't been upgraded to the Demand Conversion Platform instance.
If you are already in the Demand Conversion Platform, check this article instead.
With dynamic tags, you can personalize the content of your Meeting Types and Reminders dynamically based on the values provided from the Assignee, Prospect, Booker, Meeting, or CRM.
- How Dynamic Tags work
- Adding Dynamic Tags to a Meeting Type
- Dynamic conference location
- Manually adding tags
- Additional resources
How Dynamic Tags work
Dynamic tags inserted into a Meeting Type act as a placeholder for the personalized content.
You won't always know ahead of time what the prospect's name is or what company they're 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 the meeting type is 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 custom content. Content we already know (such as the assignee or booker of a meeting) can be retrieved at any time.
Example: The following dynamic tags inserted into a Meeting Type-
It will look something like this when the prospect receives the invite:
Adding Dynamic Tags to a Meeting Type
We have improved the way that dynamic tags work! Dynamic tags now have some additional functionality:
- Improved copy/paste functionality
- Easier to delete and update tags
- Enhanced visibility within the meeting type to distinguish it from regular text
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. Easily search through each section to find the tag you're looking for.
Dynamic conference location
We now allow you to present multiple conference location options to the prospect while booking!
Within the Meeting Type, add locations to choose from. The default is denoted by a star.
If this is added to the meeting type, you can refer to this location using the {!CP.Meeting.Location}tag.
When this tag is added to the Meeting Type, we'll know which conference option the prospect selected while booking.
Manually adding tags
Although selecting the tag from our handy menu is more accessible, 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.
Your Company Fields
These fields generally associate to your internal reps, reschedule links, and so forth.
Note that there are a handful of Dynamic Tags only available for Meeting Templates - There are a few extra that can be used for reminders. (see bottom of doc)
| Dynamic Tag | Description |
|---|---|
{!CP.Assignee.FirstName} |
Use the Assignee's first name for personalization, which is set in each user's Personal Details. |
{!CP.Assignee.FullName} |
Use the Assignee's full name for personalization, which is set in each user's Personal Details. |
{!CP.Assignee.Title} |
Use the Assignee's title for personalization, which is set in each user's Personal Details. |
{!CP.Booker.FullName} |
Use the Booker's full name for personalization, which is set in each user's Personal Details. |
{!CP.Booker.FirstName} |
Use the Booker's first name for personalization, which is set in each user's Personal Details. |
{!CP.Booker.Title} |
Use the Booker's title for personalization, which is set in each user's Personal Details. |
{!CP.Meeting.RescheduleURL} |
The prospect can click this link to reschedule the meeting for last-minute changes. |
{!CP.Meeting.CancelURL} |
The prospect can click this link to cancel the meeting. |
{!CP.Meeting.Id} |
Renders the Chili Piper Meeting ID for a particular Meeting. |
Guests Fields
| Dynamic Tag | Description |
|---|---|
{!CP.Guest.FirstName} |
Use the Prospect's first name for personalization. |
{!CP.Guest.FullName} |
Use the Prospect's full name for personalization. |
{!CP.Guest.Title} |
This value will populate the Prospect's title. |
{!CP.Guest.Phone} |
This value will populate the Prospect's phone number. |
{!CP.Guest.Email} |
This value will populate the Prospect's email address. |
{!CP.Guest.Company} |
This will automatically translate to the Account name for the contact. If the prospect is a lead, we look for the company tied to the lead and use that instead. |
{!CP.Guest.City} |
This value will populate the Prospect's city. |
{!CP.Guest.Street} |
This value will populate the Prospect's street. |
{!CP.Guest.Country} |
This value will populate the Prospect's country. |
{!CP.Guest.State} |
This value will populate the Prospect's state. |
{!CP.Guest.PostalCode} |
This value will populate the Prospect's postal code. |
Conference Details
| Dynamic Tag | Description |
|---|---|
{!CP.Conference.Details} |
The Conference details for the user who receives a meeting. |
{!CP.Assignee.GoToMeeting} |
The GoToMeeting Conference details for the user the meeting is assigned to. |
{!CP.Assignee.Zoom} |
The Zoom Conference URL for the user the meeting is assigned to. |
{!CP.Assignee.Zoom.USdetails} |
The Zoom Conference URL + Dial-in Info for the user the meeting is assigned to. |
{!CP.Assignee.Phone} |
This value will populate the Assignee's phone number, set within personal settings or user settings. |
{!CP.Booker.Conference.Details} |
The Conference details for the user who books the meeting. |
{!CP.Booker.GoToMeeting} |
The GoToMeeting Conference details for the user who books the meeting. |
{!CP.Booker.Zoom} |
The Zoom Conference URL for the user who books the meeting. |
{!CP.Booker.Zoom.USdetails} |
The Zoom Conference URL + Dial-in Info for the user who books the meeting. |
{!CP.Booker.Phone} |
This value will populate the Booker's phone number, set within personal settings or user settings. |
{!CP.Assignee.Location} |
Use Assignee's location for on-site meetings. This value is set in the user's Personal Details. |
{!CP.Assignee.GongConsent} |
The Gong Consent Conference URL for the user the meeting is assigned to. |
{!CP.Booker.GongConsent} |
The Gong Consent Conference URL for the user who books the meeting. |
Meeting Fields for Reminders
Note that these do not apply to Meeting Templates, only reminders. By default, the meeting's time and date are already in the calendar invitation.
| Dynamic Tag | Description |
{!CP.Meeting.Title} |
This value will populate the title of the meeting. |
{CP.Meeting.Location} |
This value will populate the location of the meeting. |
{!CP.Meeting.Time} |
This value will populate the time of the meeting. ex: Thu, Oct 3 | @ 07:55PM EEST. The time zone defaults to the one chosen when the meeting was booked. |
{!CP.Meeting.Description} |
This value will populate the description of the meeting. |
{!CP.Meeting.GoogleMeetURL} |
This value will populate
the respective Google Meet Conference URL when they are enabled in the Meeting Type template. |
{!CP.Meeting.MicrosoftTeamsURL} |
This value will populate
the respective Microsoft Teams Conference URL when they are enabled in the Meeting Type template. |