Meeting Objective not visible
When a client books a time, they have the option of filling out a meeting objective. Where can i see that text? When i receive a notif that the client booked a time, i don't see any mention of the Meeting Objective. Thanks!
-
Hey, Tova!
Hope this message finds you well! That's a great question!
On the top of my head, I can think about a couple of options you may find useful:
1 - If such submissions are coming from the Concierge, in your workspace's Reports page, you can hover the mouse over the prospect's submission, and we will show all the data provided in your landing page's form fields. This option is more associated with information and reporting; it doesn't affect or is directly associated with the meeting invites.
2 - You can use Dynamic Tags to populate in the meeting invite all form fields filled out by the prospect or any specific ones you want. This option will give you visibility of the answers in the meeting invites themselves.
I gathered a couple of documents that may help you build the Dynamic Tag-related setup:
Please let us know if you have any questions about this - I am happy to hop on a call with you to help or involve your Customer Success Manager as well if needed!
Wish you a great day ahead!
0
Please sign in to leave a comment.
Comments
1 comment