Before You Get Started make sure you have the following
A Calendly account, If you don’t have one, signup for it here: https://calendly.com
Calendly integrated on your website. The NextStep SDK directly calls the Calendly library after taking details from the user. If you don’t have it integrated, paste the code below right before the body tag
<!-- Calendly link widget begin -->
<link href="https://assets.calendly.com/assets/external/widget.css" rel="stylesheet">
<!-- Calendly link widget end -->
Make sure you have a meeting which you want to use setup and have the link handy. You can get the link from your dashboard.
- A NextStep account =] .
Creating A Calendly campaign
- Create a new campaign by clicking on the “+” button on the campaigns page or by heading over directly to the create a campaign page
- Provide the Campaign name and description, then select Calendly Demo Campaign Type in the CTA section
- Build the Call-To-Action as your requirement. Please note, make sure you have all the inputs in the same order as the questions in your Calendly meeting. So if Calendly is set up to take Name and email, set up the CTA to do the same, as shown below
Lastly, provide the link to your campaign, which will be the link your Calendly meeting
- Then, set up your segmentation rules and targeting criteria and create your campaign.
That is it, you just created your first Calendly Campaign. We suggest you test the CTA by going through your website and following the rules you set. Make sure the Calendly Widget opens and the fields are in the right order.
In case the Calendly widget does not pop up, please make sure the Calendly code snippet is added to your website. If you are still facing issues, just ping us on the dashboard.