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Setup One-click Booking from Outreach Sequences

Serban
  • Updated

If you send booking links to your prospects, you make it harder for them to get in touch with you. That’s because they have to introduce their details for the meeting again.

With Outreach’s dynamic fields + Chili Piper calendar URLs, you can allow your prospects to book a meeting in ONE click. We see 5x increases in conversion with this kind of smart calendar URLs.

Here’s how you can improve your conversions:

1. Identify your booking link

  • Your unique booking link
  • Your team’s individual booking links
  • Your queues links
  • Or a smart link that gives credit to the person who books a meeting or understands automatically who to book a meeting with.

 

2. Copy your link to a notepad

Or add it as custom fields in Outreach, see this example for the email signature

3. Add the email dynamic field at the end of your link

Append the following text to your booking link:

?id={{email}}

(IMPORTANT: leave as is; do NOT replace this email with your own email)

At the end you should have something like this:

[booking_link]?id={{email}}

For instance, for our inbound demos we would have this as our final smart booking link:

Main booking link: https://calendar.chilipiper.com/book/inbound-demos-

Smart booking link: https://calendar.chilipiper.com/book/inbound-demos-?id={{email}}

If you add this link as a hyperlink, Outreach will automatically replace it in a sequence with the prospect’s email when it’s sent.

https://calendar.chilipiper.com/book/inbound-demos-?id={{email}} will be translated by Outreach to https://calendar.chilipiper.com/book/inbound-demos-?id=prospect@email.com when the prospect clicks on it.

4. Track the "Booker"

In addition to #3 above, if you are using a "Queue URL" where a Rep (like an SDR) is sending out a link to book a meeting on behalf of another user (like an AE), you can track which user sent out the email/booked the meeting using the 'by=firstname-lastname' Smart Booking Link parameter. 

booker_smart.jpg

You'll want to make sure that:

1) All your Bookers have properly connected both Salesforce/HubSpot as we'll look to use the permissions of the "Booker" to create the Activity in CRM. 

2) All your Bookers have properly connected their O365/Google Calendars as we will utilize their calendar permissions to access the Assignee's availability. 

 

To set this up in Outreach.io:

Main booking link: https://calendar.chilipiper.com/book/inbound-demos-

Smart booking link with id of prospect: https://calendar.chilipiper.com/book/inbound-demos-?id={{email}}

Now add the Booker smart parameter: https://calendar.chilipiper.com/book/inbound-demos-?id={{email}}&by={{sender.first_name}}-{{sender.last_name}}

https://calendar.chilipiper.com/book/inbound-demos-?id={{email}}&by={{sender.first_name}}-{{sender.last_name}} will be translated by Outreach to https://calendar.chilipiper.com/book/inbound-demos-?id=prospect@email.com&by=John-Doe when the prospect clicks on it, where "John Doe" is the "Booker" who is sending the email. 

 

Important Note for using the "by=firstname-lastname" parameter:

  • When setting this up, double check in your Chili Piper User's "Personal Booking Links" to make sure that their link follows their Outreach.io First and Last Name. If you notice that any user has a name that has a "1" appended to it, or the user has a double name, you can reach out to the Chili Piper support team to request we update the user's personal Chili Piper booking link. 
    • The Personal Booking Link of a user identifyer will be how you want to set the "by" parameter. 
    • ie https://calendar.chilipiper.com/book/me/john-doe has a link name of 'john-doe'
    • ie https://calendar.chilipiper.com/book/me/mary-jane-smith has a link name of 'mary-jane-smith, but her Outreach First and Last Name may be "Mary" and "Smith", respectively. 
    • Chili Piper will not recognize the "Booker" if the naming conventions are different. 

Pro-tips:

  • You can construct this URL and set it as a hyperlink so it looks like in the email when it is sent.

outreach_hyper.gif

 

  • You can use any of the other "Smart Booking Link" variables in Outreach sequences to customize meetings, such as using a unique meeting type to track different campaigns. 

 

 

 

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