To enhance the user experience and streamline the process of populating a booking or call to action URL with lead information automatically, follow the guide below. This approach leverages predefined variables that correspond to user information fields, allowing for a seamless integration of lead details into URLs.
When setting up your appointment booking or call to action URLs, you can auto-populate them with leads' information to create a personalized and efficient user experience. This is achieved by appending the URL with specific variables that correspond to the lead's information you wish to include.
To auto-populate your URL, append a question mark (?) followed by the variables you wish to populate, using the format fieldname={VARIABLE_NAME}. Each variable should be separated by an ampersand (&).
If you have a booking URL like https://calendly.com/example/30min, and you want to include the lead's first name and email, you would modify the URL as follows:
https://calendly.com/example/30min?name={FIRST_NAME}&email={EMAIL}
Below is a detailed explanation of each variable that can be auto-populated into your booking or call to action URL, using the provided record structure as a reference:
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{FIRST_NAME}: The lead's first name. Use this to personalize the booking page with the lead's first name. -
{LAST_NAME}: The lead's last name. This can also be used for personalization. -
{EMAIL}: The lead's email address. Essential for sending booking confirmations or further communications. -
{PHONE_NUMBER}: The lead's phone number. Useful for contact purposes. -
{ADDRESS}: The lead's address. This could be used for location-based personalization. -
{COORDINATES}: Latitude and longitude coordinates of the property. Useful for services requiring geolocation. -
{PROPERTY_ID}: A unique identifier for the property. Helps in distinguishing properties in your records. -
{CUSTOMER_ID}: A unique identifier for the customer. Useful for tracking and customer management. -
{UTILITY_PROFILE_ID}: Identifies the utility profile associated with the customer or property. Important for energy-related services. -
{DESIGN_ID}: The ID of the design related to the property. Key for referencing specific design proposals. -
{PROPOSAL_ID}: A unique identifier for the proposal being discussed or presented. -
{SESSION_ID}and{SESSION_URL}: Reserved for session-specific data, such as a unique ID or URL for a consultation or webinar. -
{PROPOSAL_SYSTEM_OFFSET},{PROPOSAL_SYSTEM_SIZE},{PROPOSAL_SYSTEM_COST},{PROPOSAL_SYSTEM_TOTAL_PANELS},{PROPOSAL_SYSTEM_PANELS},{PROPOSAL_SYSTEM_YEARLY_PRODUCTION},{PROPOSAL_SYSTEM_LIFETIME_SAVINGS}, and{PROPOSAL_SYSTEM_FIRST_YEAR_SAVINGS}: These variables pertain to specific details of a proposal, including the system's offset, size, cost, number of panels, yearly production, lifetime savings, and first-year savings, respectively. Crucial for detailed proposal presentations. -
{DESIGN_ROOF_AGE}and{DESIGN_ROOF_TYPE}: Details about the roof's age and type, which are important for proposals involving roofing or solar installations. -
{CURRENCY}: The currency in which financial figures are presented. Ensures clarity in transactions and proposals.
To utilize these variables, simply append them to your URL following the provided example, replacing the placeholders with the corresponding values from your records. This will create a seamless and personalized experience for your leads, enhancing their journey through your booking or proposal process.