Check out this video on how to Simplify Booking with Merge Tags by pre-populating invitee information onto your scheduling page. Let your CRM or marketing platform generate these personalized links for you!
By adding a few parameters to your Calendly link, you can auto-fill the name, email and even answers to your custom questions on behalf of your invitee. They’ll arrive at your final booking page with all of their information already filled in! Not only will this add a personal touch, it will make the booking process even easier for your invitee.
Platforms like Salesforce, MailChimp, Intercom and Zapier all have merge tags that allow you to dynamically fill in those added parameters. When your emails are sent, the tags will automatically be replaced with your recipient’s information!
Already using this trick? Let us know!
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