Instant Scheduling with HubSpot Scheduler

πŸ‘‰ Take a Tour before Getting StartedπŸ‘ˆ

Integrate with HubSpot

If you haven't already connected your HubSpot account to Tourial, please see this article to set up the integration.

You can add a HubSpot meeting event either directly to your Tour, or to your Demo Center. But first, you'll need to add the HubSpot Meeting Links you'd like available.

Adding HubSpot Meeting Links to your account

  1. Go to Integrations > HubSpot Manage Integration.

  2. Under Meeting Links click Add New.

  3. Name your meeting link and then paste the URL. Click Save.

Adding a HubSpot meeting to your Tour Page

  1. Open the Tour you want to add a HubSpot meeting to.

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

    Go to the On Click dropdown menu and select HubSpot Scheduler. Then, select the Meeting you want to serve using the HubSpot Meeting dropdown.

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

  3. Select Done. And then be sure to hit Save and Update Live Version. ​

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 πŸ‘‡

Adding a HubSpot meeting to your Demo Center

  1. Open the Demo Center you want to add a HubSpot Meeting to.

  2. Select Navigation in the left side menu and then select "On CTA Click" and click HubSpot Meeting in the On Click Drop Down

  3. Click Publish and you're done!

To test, open your Demo Center 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 πŸ‘‡

*Note that when your tour or demo center is embedded on your website page, the scheduler may open in a separate tab. Tourial doesn’t control the size of the Hubspot Scheduler Modal, so in instances where the embedded Tourial content cannot fit the scheduling container modal, the scheduler will be triggered in a separate tab. In these instances, a booked Demo will not be counted in Tourial analytics and could also potentially impact contact engagement data delivery.

HubSpot Scheduling and Analytics

What's tracked with the HubSpot 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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