Contents:
- Overview
- Constructing a Dynamic Booking Link
- Base URL
- Required Parameters
- Additional Parameters
- Adding Additional Hosts
- Creating a Salesforce Event
- Pre-filling Prospect Information
- Filling in Values with Variables
- Marketing Automation Example
- Salesforce Formula Field Example
Overview
BookIt Links allows your Users to create and send personalized links that their prospects can use to book a meeting with a specific User or group of Users, according to their calendar availability. However, in some instances, such as marketing automation or sales engagement tools, you may wish to populate a Booking Link that will dynamically insert variables such as your desired host, recipient email address, meeting type and more into the URL parameters. BookIt Links allows you dynamically configure a Booking Link for a User without the need to create a new link via the Link Wizard within the LeanData app. This can be leveraged in mass email campaigns and other outbound motions to send out scheduling links with the right meeting host for an individual prospect (e.g. the Lead Owner, the owner of the Lead’s Account, etc.).
Constructing a Dynamic Booking Link
A Dynamic Booking Link will consist of a Base URL, followed by Required Parameters, then followed by any applicable Additional Parameters.
Base URL
When constructing a Dynamic Booking Link, your URL will always start with this base:
app.leandata.com/d/?
All other parameters will be added after this base URL.
Required Parameters
After the base URL, you will need to add the following required parameters:
| Required Parameter | Syntax for URL | What it is |
| Main Meeting Host | mainHost | The Salesforce user ID for the main host of the meeting. |
| Meeting Type | meetingType |
The Internal Name of the specific meeting type for this link. Spaces must be designated with a %20 wherever spaces appear. |
| Org ID for Dynamic Links |
org |
The Org Id for your specific instance of BookIt Dynamic Links. To find this, navigate to BookIt > Settings > General > Setup and copy the “Org ID for Dynamic Links” provided. |
To construct your Dynamic Booking Link URL, please use the following format:
- The URL must begin with app.leandata.com/d/? as specified above as the base URL.
- Parameters and their corresponding values must be specified using the symbol =
- Example mainHost=<value>
- Parameters must be joined by the symbol &
- Example: mainHost=<value>&meetingType=<value>&org=<value>
- If your meeting type name has spaces in it, you will need to add a %20 for each space in the URL.
- For example, if your Meeting Type is named Product Qualification Call the parameter would be specified in the URL as: meetingType=Product%20Qualification%20Call
This is how the structure of your URL should appear:
Lets say you are constructing a Dynamic Booking Link with the following parameters:
- Main Meeting Host: 00530000003xqAb
- Meeting Type: Product Qualification Call
- Org ID for Dynamic Links: 12345678-9abc-Odle-23fg-4aa7fac3cdc7
After filling in all of the necessary information in the URL, the Dynamic Booking Link would look like this:
app.leandata.com/d/?mainHost=00530000003xqAb&meetingType=Product%20Qualification%20Call&org=12345678-9abc-0d1e-23fg-4aa7fac3cdc7
Additional Parameters
While you can create a Dynamic Booking Link using only the base URL and the required parameters listed above, you may wish to incorporate some additional optional parameters into your Dynamic Booking Link such as additional required or optional hosts, or the prospect's first name, last name, and email.
Here are the additional parameters you can include in your Dynamic Booking Link:
| Optional Parameters | Syntax for URL | What it is |
|
Additional Required or Optional Hosts |
additionalHosts |
The Salesforce user ID for the required or optional additional host(s) of the meeting. (Refer to example below) |
|
Salesforce Record ID |
id |
To create a Salesforce Event on a specific record, add a Salesforce Record ID. (Lead or Contact) |
|
Prospect Email |
|
To pre-fill the prospect’s email address after they have selected a time to book. |
|
Prospect First Name |
firstName |
To pre-fill the prospect’s first name after they have selected a time to book. |
|
Prospect Last Name |
lastName |
To pre-fill the prospect’s last name after they have selected a time to book. |
To use any of these additional parameters, use the & symbol and append each parameter you would like to add to the end of the URL. Parameters can be added in any order. If you do not wish to include a particular optional parameter, you can simply omit it from the URL.
Each of these additional parameters will be discussed in more detail below.
Adding Additional Hosts
To schedule a meeting with a multiple hosts, you can use the following structure:
Here, additionalHosts would be specified as a semicolon separated list of Salesforce User IDs of the Users you would like to add as additional hosts on the meeting followed by a comma and either the letter r or the letter o to denote the additional host as either required (r) or optional (o) on the meeting.
For example, let’s say you wish to schedule a with the following additional hosts:
- A User with a Salesforce User ID of 00590000003ZcVA whom you wish to have as a required attendee of the meeting
- A User with a Salesforce User ID of 00520000001HcAq whom you wish to have as an optional attendee of the meeting
In this case you will have the following value for the additionalHosts parameter: 00590000003ZcVA,r;00520000001HcAq,o
After filling in all of the necessary information in the URL, you should have something that looks like this:
app.leandata.com/d/?mainHost=00530000003xqAb&meetingType=Product%20Qualification%20Call&org=12345678-9abc-0d1e-23fg-4aa7fac3cdc7&additionalHosts=00590000003ZcVA,r;00520000001HcAq,o
Creating a Salesforce Event
To schedule a meeting that creates a Salesforce Event on a specified Lead once a meeting is successfully booked, you can append the id parameter to the URL:
Let’s assume the Lead you would like to schedule with is has the following ID in Salesforce: 00QHu00000QT0p6IAF
After appending on the id parameter, you should have a URL that looks like the following:
app.leandata.com/d/?mainHost=00530000003xqAb&meetingType=Product%20Qualification%20Call&org=12345678-9abc-0d1e-23fg-4aa7fac3cdc7&id=00QHu00000QT0p6IAF
Pre-filling Prospect Information
To prefill the information on the following screen that appears once a time slot on the calendar is selected and confirmed, you can append the firstName, lastName, and email parameters to the URL:
Let’s say you are sending out a link to a prospect whose first name is John and you wish to prefill this information so that they do not have to enter it themselves.
You can use the firstName parameter as follows:
If this parameter has been added, once the prospect gets to this page in the scheduling experience, they should see the following:
The same can be done with lastName and email to get the following:
Filling in Values with Variables
Let’s say you wish to send out a dynamic link in an email campaign to prompt existing Leads to schedule a meeting with their Lead owner.
You can dynamically fill in the values needed to construct a dynamic link by populating variables in various platforms.
Marketing Automation Example
As you can see in the example below, you can add a Dynamic Link in an email template that uses the personalization token feature to populate the Contact owner’s Salesforce User ID for any given Contact.
Note here that ownerId is a custom field that contains the Salesforce User ID of the Contact owner and is maintained via a two-way sync between this platform and Salesforce.
When a prospect clicks on the Schedule a Demo button here, they will be redirected to the Link URL specified, but with {{personalization_token(‘contact.ownerId’,”)}} replaced with the prospect's Contact owner ID, giving us a valid Dynamic Link to schedule a meeting with the Contact owner.
This approach of filling in a Dynamic Booking Link with variables can be replicated across many different products. Please find the appropriate way to add variables in the various platforms you may use.
Salesforce Formula Field Example
Similar to the above example with marketing automation, you can also create a formula field on an object in Salesforce that references other fields with variables.
The following is an example of a formula that can be used to schedule a meeting with the owner of a given Contact with the Contact's Customer Success Manager as an additional host:
"app.leandata.com/d/?"+"mainHost="+Owner:User.Id+"&org=12345678-9abc-Odle-23fg-4aa7fac3cdc7&meetingType=New%20Meeting%20Type&firstName="+FirstName+"&lastName="+LastName+"&email="+Email+"&additionalHosts="+CustomerSuccessManager__r.Id+”,r”
Please that these formulas can also reference user fields from related objects as well. For instance, if you had wanted the Contact's Account Owner as an additional host instead, you could have used "Account.Owner.Id" instead of "CustomerSuccessManager__r.Id".
With this, you can pull this field into various sales engagement platforms like Outreach and Salesloft to send the link out in an email campaign and have it be specifically configured for each prospect.
For additional help, please contact LeanData Support.