You can easily access your personal and team Meeting Types in Instant Booker.
Here are some examples of meeting templates:
Discovery Call
Title: {!CP.Guest.FirstName} & {!CP.Assignee.FirstName} - Chili Piper & {!CP.Guest.Company} Location: I’ll call you Description: I will call you at {!CP.Guest.Phone} If you need to re-schedule, please click on the link below: {!CP.Meeting.RescheduleURL}
Demo
Title: {!CP.Guest.FirstName} & {!CP.Assignee.FirstName} - Chili Piper & {!CP.Guest.Company} Location: Video conference details below Description: I look forward to connecting. We'll use this time to evaluate your current processes, understand your interests and needs, and discuss how Chili Piper may be able to improve your existing flow. I'll be at: {!CP.Assignee.Zoom} If you need to re-schedule, please click on the link below: {!CP.Meeting.RescheduleURL}
Follow-up
Title: {!CP.Guest.FirstName} & {!CP.Assignee.FirstName} - Your Company Name & {!CP.Guest.Company} Location: Video conference details below Description: Looking forward to connecting again! I'll be at: {!CP.Assignee.Zoom} If you need to re-schedule, please click on the link below: {!CP.Meeting.RescheduleURL}
Training
Title: {!CP.Guest.Company} <> Chili Piper User Training Location: Video conference details below Description: Welcome to Chili Piper! In this session, you will learn how to use Chili Piper and ask questions about how to use the tool to book more meetings! Please click the link below to join the meeting: {!CP.Assignee.Zoom} Click the link below to reschedule: {!CP.Meeting.RescheduleURL}
Advanced settings
Each meeting type you create can be stored on the event or lead/contact in Salesforce and used for advanced Salesforce triggers. See how you can store this information in Salesforce.
Examples:
- When a meeting type “Demo” is created, the Opportunity Stage should be automatically changed to “Demo.”
- When a meeting type “Discovery” is created through an email automation tool, remove the prospect from the cadence/sequence.
- When a meeting type “Training” is created, assign the account to the trainer. See instructions.