Booking Meetings from Marketo Campaigns

2. Increase your completion rates

To the meeting types booked through your email campaigns, add these 3 reminders, under the reminder tab, to boost your completion rates:

• One hour before reminding them what information they will be getting from the meeting.
• One minute before reminding them of the conference details.
• One day before if they haven’t yet accepted the meeting invite.

3. Track your results in Salesforce.

If you added all the optional Salesforce fields to your events, you will start seeing all the data you need in Salesforce to measure your results.

4. Automate your process

Based on the information you write in Salesforce (no shows, meeting types, campaign where the meeting was booked from) you can start automating your process more. Examples includes:

• 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.

5. Advanced routing

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 employee count.
• Assign round-robin to a specific team based on region.
• Or a combination of all the above.