This article covers how you can capture information via your Drift Playbooks (email, phone, etc.) and then, upon a link click within the Drift bot UI, use Chili Piper's advanced Round Robins, Routing, and Account-Owner Based Booking to schedule meetings or start a live call/video.
Notes:
- We recommend using a testing environment while setting up your configuration.
- This will work with your environment, and routing rules may differ slightly from the instructions provided. Our CS team can assist and review with you. Please feel free to email your Customer Success rep for any help.
1) Configure a new "Drift Router" within "Concierge - Inbound Router" to use for this. We'll skip the steps in this article as we assume you can configure the Router as you see fit.
2) In your Drift playbook, after the required inputs that you will need for scheduling (i.e., email, name, company, phone, etc.), qualification (if any), and routing (i.e., Company Size, industry), add a Message node with a message and a hyperlink that you will use for the prospect to click on to schedule a meeting.
Remember to save the User Imports' values to Attributes in Drift within the respective Node. We'll repurpose these values in the hyperlink we build in a future step below.
3) Next, create a landing page on your site that will be used to Schedule Meetings. You will use this URL in the above hyperlink as the "Base URL". We'll append query string values from Drift to the end of this URL.
4) Add the following code to your new landing page from Step #3
<script src="https://js.chilipiper.com/marketing.js" type="text/javascript"></script>
<script>ChiliPiper.getQuery("account-name", "router-name", { queryVariable: 'email'})
Please see more details here about the 'ChiliPiper.getQuery' method.
The red "account-name" and "router-name" values will come from your unique Chili Piper Account. "account-name" == Your Chili Piper account subdomain and "drift-router" is the name of the new router you setup.
In the screenshot above, the "account-name" we're looking at is "calendar" and the "router-name" we're looking at is "drift-router".
5) Now it's time to construct the "Smart Booking" redirect Link to your landing page, appending the values from the respective user to the Hyperlink.
Here is a GIF that shows how to go about doing this.
https://www.chilipiper.com/book-a-time/?firstname={{user.first_name or "[not provided]"}}&lastname={{user.last_name or "[not provided]"}}&email={{user.email or "test@test.com"}}
Where https://www.chilipiper.com/book-a-time is the landing page created in Step #3.
The above link snippet is only providing firstname, lastname, and email. Make sure you are passing in whichever values you need Chili Piper to receive for routing or qualification purposes.
5.a) Once you "build" your "Smart Booking" redirect link, Cut the entire string of text and insert it into the Hyperlink, like so:
6) Map your Form fields to the form related to your Chili Piper Router to the "key value pair" that you set in your "Smart Booking" URL.
And you're done! Go ahead and give it a test! You should expect the following:
- You go thru the questions with Drift
- You click on the hyperlink at the end of the flow
- The page redirects to your Landing page, and the link should have the values appended to the link that you provided in the Drift bot.
- The Chili Piper calendar should load immediately when you land on the thank you page. (i.e., the page will darken, and a wheel will spin on the page).
A few testing/troubleshooting pro-tips:
- Once you go thru the flow, remember to check the Chili Piper "Reports" to observe how the data flows into Chili Piper and that you are getting all the values you need for routing and qualification.
- Observe how the data flows thru into Salesforce or Hubspot CRM. It should be okay to have Chili Piper create a new record for you in Salesforce, within "Salesforce Options" in your Router.
- If the page darkens and the wheel spins but the calendar doesn't load, this would mean that either:
a) You don't have any queues setup within your "Scheduling Queues" section of the Router"
b) You are being disqualified
In either case, the Chili Piper reports will tell you what happened!
(advanced) If you'd like to update Drift via a Custom Attribute after the meeting is scheduled, you'll need to:
- Create a Custom Attribute in Drift - See Drift Support Doc
- Type: Boolean (true/false)
- Label: booked_via_Chili
- Add the following code below your <script> in Step 3
<script>
// track chili piper events and post back to drift
window.addEventListener("message", receiveMessage, false);
function receiveMessage(event) {
const action = event.data.action
switch(action) {
case 'booked':
drift.api.setUserAttributes({
'booked_via_Chili': true
})
break;
</script>