Passing Smart Parameters for Data Fields

Chili Piper supports customizable labels in Data Fields. These smart parameters make it easier to reference fields in Scheduling links or Router URLs. This means you can pass all the necessary information for tracking within the URL. This article outlines how smart parameter labels work, how to configure them, and the benefits they offer. 

• If you are interested in Passing UTMs, check - Passing UTM in Scheduling links and Concierge Router Links.
• If you want to build Smart Scheduling Links, check - Smart Booking Links.

Table of Contents:

• How to Configure the Smart Parameter Label
• Example Use-Case

How to Configure the Smart Parameter Label

1. Go to Data Fields in the Admin Center

2. Open an existing or create a new Data Field

3. Confirm the Object and Data Format

4. Under Smart Parameter, a label is auto-generated; you can use this or create another label

5. Copy the label

6. Add the Data field(s) you will be using to your Form. This can be found in the Meeting type connected to the scheduling link or if you are using a Router link in the trigger section.

Meeting Type > Guest Form > Add Field

Concierge Router > Trigger > Router link is clicked or Router link form is submitted

7. Add the label to your Scheduling link or Router link. To add the smart parameter, take a link and add the first label and data your passing with ?personemail=THEEMAIL, and add additional with a & between smart parameters

Example:

YOURLINK?personemail=THEEMAIL&companyname=THECOMPANYNAME

Example Use-Case

Adding smart parameters to your links allows you to pass data between apps, automate workflows, or personalize links. For example, we can skip a form by passing the information needed in the URL. 

Example

1. Grab your Scheduling link in your Chili Piper account. This can be a Router link or a Scheduling link. Below, we've included a scheduling link with a Form attached, which asks for the following information: First Name, Last Name, Email, and Company Name. 

2. Now, we can add the smart parameters to the link. You can find each one in the Data field you are passing. Below, we are grabbing the company name Smart parameter label.

3. Next, you can add all the Smart Parameters to the Scheduling link URL. When adding multiple smart parameters, you will start with a ? and add a & between each additional parameter.

Example Link - In bold, the Smart Parameters are added

https://YOURDOMAIN.chilipiper.com/shared/USER/book-with-ally?personfirstname=liz&personlastname=pouya&personemail=liz@chilipiper.com&companyname=HotChili

4. Load your link, and the Form data should be prefilled, allowing you to skip the form altogether. All you have to do is confirm the meeting!