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A
Anonymous
December 19, 2017
Question

How to embed calendly into emails

  • December 19, 2017
  • 1 reply
  • 8772 views

Hi!

My organization uses Calednly for Sales/Account Managers to schedule appointments. I'd like to integrate this into our marketing email templates, and I'm assuming I'd need to insert a token first since each sales/account person has their own unique calendly link.

How does one create this token to make use of calendly in our templates? Would I have to create a custom field in SFDC that syncs to Marketo?

Any additional details or tips and tricks on how to get this done would be greatly appreciative!

Thanks,

Jenny

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
December 19, 2017

Best fit for this is a snippet, segmented by Sales Owner (or whatever field/s dictate ownership). Doesn't need to be a token per se.

A
Anonymous
December 19, 2017

Hi Sanford,

Thanks for your quick reply! Can you please provide me an example? Not sure how to use a snippet segmented by the appropriate user.

Thanks!

Jenny

SanfordWhiteman
SanfordWhiteman
Level 10
December 20, 2017

Can you please provide me an example? Not sure how to use a snippet segmented by the appropriate user.

I imagine the question is less about the snippet part (it's very easy to see how to vary snippet content by segment, if you go into the snippet editor) than about setting up your segmentations.

Segmentations (as you can read in the docs) are based on a set of Smart Lists, each one defining a segment. The criteria you can use in a segment Smart List are more restricted than those in a regular (reporting-type) SL, but are still quite extensive. Segment SLs are also considered mutually exclusive, even when they are technically not when viewed on their own, because a ​lead can only be located in one segment within each segmentation. ​Their segment is dictated by the order of defined segments: the first one they match is their segment.

​For example, if a lead has ​FavoriteFruit=apple, Segment 1's SL says FavoriteFruit=apple ​or ​FavoriteFruit=orange, ​and Segment 2's SL says ​FavoriteFruit=apple ​or FavoriteSeafood=lobster, ​the lead will be in Segment 1 only, even though they also match the criteria for Segment 2. Reverse the order and they'll end up in Segment 2 because that'll be the first match.

So what you have to decide is what lead fields dictate whether someone sees Joe's Calendly link or Jill's Calendly link. This could be as simple as segmenting on the possible values of the ​Lead Owner Email Address ​field. Or it could be more complex depending on how your business works.

If segmentations won't work for your case, In the recent threadBest practices for managing additional lead owners and lead owner data I described a Velocity (email script) token-based method of displaying complex owner information.

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