Calendly

The ReferralHero / Calendly Integration is very powerful and allows you to track and reward subscribers based on booked sales calls or demos.

  1. Go to your Calendly account

  2. Go to My Calendly -> Event Types -> Edit Event

3. Go to Additional Options -> Confirmation Page and change the following options:

  • On Confirmation:

    Select “Redirect to an external site”

  • Redirect URL:

    Add the URL of a page that will act as a “Thank You Page” after the person submits the Calendry form (Note: you may have to create this page on your website so you can have a dedicated URL)

  • Pass event details to your redirect page:

    Check the box

4. Make sure you have added the ReferralHero Global Tracking script to the <head> tag of your website.

5. Add one of the following scripts to <head> tag specifically on the "Thank You Page" or page used for the Redirect URL above.

Use RH_MFxxxxxxxxxx.form.submit() to add both organic and track referrals to the referral campaign. Replace 'MFxxxxxxxxxx' with your specific campaign UUID.

<script>
window.onload = (event) => {
  let params = new URLSearchParams(document.location.search);
  var data = {
      email: params.get("invitee_email"),
      name: params.get("invitee_full_name")
  };
  if (RH_MFxxxxxxxxxx) {
    RH_MFxxxxxxxxxx.form.submit(data);
  }
}
</script>

If you have the ReferralHero "Terms and Conditions" feature enabled (Design > Opt-in Form) for your campaign. Use this script instead:

<script>
window.onload = (event) => {
  let params = new URLSearchParams(document.location.search);
  var data = {
      email: params.get("invitee_email"),
      name: params.get("invitee_full_name"),
      terms: true
  };
  if (RH_MFxxxxxxxxxx) {
    RH_MFxxxxxxxxxx.form.submit(data);
  }
}
</script>

Use RH.pendingReferral() to track only referrals with ‘Pending’ status to the multi-step conversion event campaign

<script>
window.onload = (event) => {
  let params = new URLSearchParams(document.location.search);
  var data = {
      email: params.get("invitee_email"),
      name: params.get("invitee_full_name")
  };
  if (RH) {
    RH.pendingReferral(data);
  }
}
</script>

Note: This will pass the Full Name and Email of the invitee to your ReferralHero campaign and create a subscriber. If you want to pass additional data to ReferralHero you will have to add additional variables, see Calendly documentation here.

Now every time a Calendly form is submitted, a subscriber (an organic or referral) will be added to ReferralHero.

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