Book more meetings using your Hubspot email campaigns!
1. Setting up your email
Including a calendar link in your email campaigns can receive a substantial boost if you add this parameter at the end of your Chili Piper links to provide your customers/prospects with one click booking from marketing campaigns:
?id={{ contact.email }}. Here’s an example below of the HTML snippet you would include in your template:
Hi ,
Let me know what time works best for you for a demo. Here are the availabilities on our end – feel free to book a time directly in one click.
Where https://calendar.chilipiper.com/book/demos is your team's calendar link and ?id={{ contact.email }} is the dynamic field at the of the calendar.
2. Use Routing Logic to determine who the meeting should go to
You can set up advanced rules for your meeting distribution in your queues tab. Examples include:
- Assign to existing owner if there is one.
- Assign round robin based on employees count.
- Assign round robin to a specific team based on region.
- Or a combination of all the above using an Inbound Router URL.
3. Increase your completion rates
As a best practice, add these 3 reminders, under the reminder tab, to boost your completion rates:
- One day before if they haven’t yet accepted the meeting invite.
- One hour before reminding them what information they will be getting from the meeting.
- One minute before reminding them the conference details
4. Track your results in Chili Piper & in Salesforce.
If you added all the optional Salesforce fields to your events , you will start seeing all the data you need in Salesforce Activity Reports to measure your results by creating a dashboard.
5. Automate your process
Based on the information you write in Salesforce (no shows, meeting types, a campaign where the meeting was booked from) you can start automating your process more. Examples include:
- In addition to the meeting invite sent by Chili Piper you can send personalized emails at the time of the booking.
- Automate the status of your lead in Salesforce to mark it to the next stage.
- In addition to the email alert sent by Chili Piper to the assignee of the meeting, you can send personalized preparation notes.
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