Passing Field Values Through URL Parameters to Calendly
Calendly is one of several popular scheduling tools that make appointments much easier to manage. However, the more information you ask from the person setting the appointment, the greater the risk of them leaving without setting the appointment.
In this tutorial, our goal is to mitigate that risk by passing some values through the URL to pre-populate some fields. This minimizes the amount of typing that the user has to do, and therefore helps with the conversion rate.
Formatting the URL
The Format of the URL is Vital
By default, Calendly has 2 main fields that have a name value associated with them:
- Name = ?name=John Doe
- Email = &email=john.doe@example.com
We append these values to the end of the usual meeting URL. So if we were going to use the sample values above, the URL would look something like this:
https://calendly.com/exampleclient/sample-meeting?name=John%20Doe&email=john.doe@example.com
Note that the additional field values in the field are listed as "Answers" and their naming syntax is sequential as a1, a2, a3, etc. as they appear from top to bottom. So in the example to the right, we have used a Phone Number, Address, City, and Date of Storm as boxes that we want to pre-populate. In that case, the URL would need to look something like this:
https://calendly.com/exampleclient/sample-meeting?name=John%20Doe&email=john.doe@example.com&a1=+19128887777&a2=123 Main Street&a3=Las Vegas&a4=April 20th
Note that in front of each new value that you're passing, you simply use "&" in the URL.
Example Scenario: Lead Generation
For this example, we're going to look at a real use-case of where we will pass the URL parameters for a client in a lead generating landing page. In this particular example, we're looking at a mortgage lending client.
The initial goal here is to get the client's information so that we can potentially send marketing emails/texts to them. For this client, we're using Nurture Ninja and automatically dropping the lead into an automation sequence to help increase conversion rates, but that's outside the scope of this tutorial.
The next goal that I want is for the lead to actual schedule a time to chat with the mortgage lender. However, I'd like to not require them to type in all their information twice!
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