Calendly

šŸ‘‰ Take a Tour before Getting StartedšŸ‘ˆ

Integrate with Calendly

To connect to Calendly, go to Integrations > Connect on the Calendly card. ā€‹ If you're already logged into your Calendly account, you'll instantly be connected. If not, it'll ask you to log in to complete connecting.

You can add a Calendly event either directly to your Tour, or to your TourPlayer. We'll cover both implementations below. ā€‹ ā€‹

Adding a Calendly event to your Tour Page

  1. Open the Tour you want to add a Calendly event to.

  2. Click on the settings icon āš™ļø and then toggle on a CTA button under the Navbar tab.

  3. Go to the On Click dropdown menu and select Calendly Scheduler. Then, select the Calendly event you want to serve using the Calendly Link dropdown.

    Tip: Don't forget to style your CTA button if it's not already! ā€‹

  4. Select Done. And then be sure to hit Save and Update Live Version. ā€‹

To test, open your Tour Page using the URL and click your CTA button.

Now when someone clicks your CTA button in the navbar, they'll be served a calendar popup like below šŸ‘‡

Adding a Calendly event to your TourPlayer

  1. Open the TourPlayer you want to add a Calendly event to.

  2. Select Page Styles and then toggle on a CTA button.

  3. Click on Calendly Scheduler in the On Click dropdown, then select the event you want to serve using the Calendly Link dropdown menu.

  4. Click Save and Publish and you're done!

To test, open your TourPlayer using the URL and click your CTA button.

Now when someone clicks your CTA button in the navbar, they'll be served a calendar popup like below šŸ‘‡ ā€‹

Analytics with Calendly

What's tracked with the Calendly Scheduling Integration:

  • CTA Clicks

  • Conversions

Overview page:

  • Total conversions - Total sessions with a conversion (form submits or events scheduled)

Individual Tour analytics:

  • Conversion rate - Total sessions with a conversion (form submits or events scheduled) divided by total sessions

  • Click through rate - Total CTA clicks (external links, forms, and schedulers) divided by total sessions

  • CTA Clicks and Conversions within Tour Screen table - based on what screen a user is on when a CTA button is clicked (CTA clicks) or an event is scheduled (Conversions)

  • Conversion trends - Forms and schedulers opened/triggered vs. forms and schedulers submitted for a given time period distributed daily, weekly, or monthly

  • CTA Clicks - Tracked under Scheduler in yellow

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