FORM CONCIERGE USE-CASE

1-Click Booking from Marketing Campaigns

Anyone who has ever run an email marketing campaign understands this struggle.

Your prospects need to click a minimum of 3 CTAs to actually book a demo. So at Chili Piper, we shortened that process to just one step

Marketing
Demand Gen

The Objective

- Increase conversion rate

- Accelerate the speed of conversion

- Improve cross sell / upsell efforts to current customers or net new acquisition

You'll Need

- CRM (Salesforce or Hubspot)

- Advanced scheduling tool (Form Concierge)

Elevate Your Marketing Campaigns

Convert Prospects to Booked Meetings Instantly

Step 1

Create your Smart Booking Link in Chili Piper

Smart Booking Links allow you to pull in dynamic fields, so that your prospect doesn't have to fill out a form when the calendar booking link is clicked.

Fields such as Email Address, CRM ID, Name, and more can be added:

Step 2

Prioritize Routing Based on Ownership

Since the accounts in your email campaign are already known and assigned in Salesforce, selecting this option with ensure that the meeting gets routed to the owner of the Account / Contact / Lead.

Step 3 (optional)

Set your UTM Parameters

Adding custom tracking parameters to your booked meetings can be done directly inside of the Chili Piper platform. While this isn’t necessary for booking links to function, it is highly recommended so that your marketing campaigns are effectively tracked.

Step 4

Insert the Smart Booking link into your Marketing Campaign

Insert the smart booking link behind a CTA button, hyperlinked text, image, video and more!

This use-case works with Marketo, Eloqua, Salesloft, Hubspot and more - you can literally put Concierge everywhere.

Step 5

Test your Smart Link πŸŽ‰

Send a test email to an email address of a test Account that has already been created in your CRM instance. When clicking the link you will see meeting times appear, without any need to fill out a form after time selection with additional contact details!

Form Concierge is Made for Marketers

With Form Concierge, you can qualify, route, and book directly from your marketing campaigns β€” booking up to 5x more qualified meetings. Yep, Form Concierge really does pre-qualify prospects before they can book time with sales.

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