Calendly

Last updated 1 month ago

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Calendly

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

Go to your Calendly account
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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Last updated 1 month ago

Was this helpful?

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

Go to your Calendly account
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>

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