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.form.submit() to add both organic and track referrals to the referral 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.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) {
RH.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.
Last modified 11d ago