Passing contact details from URL

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    Shannon Jimenez

    Hi Nick,

    You can create a web form on your website that will lead to Calendly upon completion. You can pass responses gathered from the form to Calendly to include them in all of your event notifications.

    These steps will vary based on the platform you've used to build your form. We've used the Wordpress Gravity Forms plug-in for the steps below:

    1. From your Wordpress Admin page, select the Forms section and choose Settings > Confirmations


    2. Click Add New to change the behavior that will occur after an invitee fills out your form



    3. Set the Confirmation Type to Redirect, then check the box to Pass Field Data Via Query String. From the "Optional form fields" drop-down menu, add Name (First), Name (Last), and email.


    To build your Redirect URL, add the following parameters to your Calendly link:

     

    Use merge tags to build a dynamic Calendly link, then add that URL to your form's confirmation button to redirect to your scheduling page. From there, the field data in the query string will pull info from the previous form into Calendly!

    Shannon
    Senior Product Specialist
    The Calendly Team

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    Chris Bradshaw

    Can anything like this be done to update custom questions or even creating events? 

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    Shannon Jimenez (Edited )

    Hi Chris,

    Each additional answer will be numbered in order as a1, a2, a3 and a4. To autofill responses for these custom questions, add the following to your redirect URL depending on the answer type you've selected: 

    One or multiple lines of text Add the text you would like to appear, using %20 in place of spaces ?a1=Scheduling%20sales%20calls
    Radio button Add the number of the bullet you would like to be selected ?a2=2
    Checkbox Add the numbers of the checkboxes you would like selected, separated by commas ?a3=2,3
    Phone number Add the phone number, including the country code ?a4=14045555555


    You can pre-populate multiple responses by combining the answer information and adding it to the URL you're sharing. Simply add an ampersand between each separate answer. Based on the above examples, your customized link would be:



    pp2.png

    With a little bit of coding magic, you should be able to make these fields dynamic like the Name and Email fields in the examples above.

    While we do have an open API that supports Webhooks, this subscription only allows for a uni-directional push of information, meaning you will not be able to create an event type based on data invitees enter on your website.

    Shannon
    Senior Product Specialist
    The Calendly Team

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    Gilbert Mizrahi

    This is great. What are the URL parameters to pass phone number and company name?

    As first name is first_name=some name and email=a@b.com. However, in the example above you are not showing how to pass phone and company name.

    Thanks.

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    Gilbert Mizrahi

    Nevermind. I played with a1 and a2 and it works fine.

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    Rohit Garg

    If we have a radio button group with an 'other' option, is there a way to select 'other' and fill in the text?

    Thanks.

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    Shannon Jimenez (Edited )

    Hi there,

    @Gilbert - Happy to hear you were able to achieve your results using the a1 and a2 parameters!

    @Rohit - We do not currently support a parameter to populate the 'other' field at this time. If you'd like to suggest another option, you could create an additional radio button with a suggestion of what their other options could look like! 

    Shannon
    Senior Product Specialist
    The Calendly Team

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    Diego Leon

    Is there a way to pass that information when Calendly is embedded to a page on my site? Or does this only work when redirect to Calendly?

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    Shannon Jimenez

    Hi Diego!

    You can add UTM Parameters to your embed code! Basically, you'll just append the parameters to the link you are using in your embed code. See below for an example:

    <!-- Calendly inline widget begin --> 
    <div data-url="https://calendly.com/USERNAME/?utm_campaign=email" style="min-width:320px;height:580px;"></div> 
    <script type="text/javascript" src="https://staging.calendly.com/assets/external/widget.js"></script> 
    <!-- Calendly inline widget end --> 

    From there, anytime somebody schedules a meeting on your page, it will be tracked in Calendly.

    Shannon
    Senior Product Specialist
    The Calendly Team

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    Craig Schulze

    Hi Shannon,

    I think Diego is asking a different question to your answer - something I need to know also - is it possible have the name and email address pre-filled in the Calendly booking form as per your instructions when using the embed code method on your own web page instead of redirect URL to Calendly?

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    Martin Wertgen

    I need to know this, too, and urgently... :)

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    Shannon Jimenez

    Hi there,

    Thanks for the clarification! We are unable to pre-populate invitee information into an embedded booking page. The reason is that there would not be a way to add dynamic variables to the link in the embed.

    I hope this helps!

    Best,

    Shannon
    Senior Product Specialist
    The Calendly Team

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    Gilbert Mizrahi

    Well, actually that depends on whether or not you have control on the page you are embedding Calendly.

    If you are passing the parameters via URL (to the host page), you can pass those parameters to Calendly via sim[ple script. Also, if you have info about the user saved via cookies or local storage, you can pass them programmatically to the Calendly embed. You need to have access to the host page (as a developer) and to know some JavaScript.

    For example, I have embedded Calendly on this conversational UI application.  In this case, the chatbot is gathering the data and [passing it to the embedded Calendly.

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    ALVARO SANCHEZ

    Hi! Is there any way to autofill on reschedulling/cancellation pages?

     

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    Kendall Berger

    Hi Alvaro,

    When your invitees reschedule using the Calendly links that are provided to them, their name and email address will be pre-populated with what they used for the original booking. Since the rescheduling link is automatically generated, you are not able to modify this link to auto-fill additional fields on the booking page. 

    Kendall Berger
    Senior Product Specialist
    Calendly

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    Shrikant Potty

    Hello Guys,

     

    A bit off-topic but need help. So I have a calendly link and I have registered a webhook as well, so when the event is created, the webhook isn't being called. Please help me with this. 

     

    Thanks!

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    Your Tankfarm Supplier

    For embedded calendly you can pre-fill name and email by adding them to the data-url. But this means you need to dynamically create the embed url. You also need to make sure the info you add is properly url encoded. For example, the @ is encoded to %40.

    <!-- Calendly inline widget begin --> 
    <div data-url="https://calendly.com/USERNAME/?name=john&email=test%40test.com" style="min-width:320px;height:580px;"></div> 
    <script type="text/javascript" src="https://staging.calendly.com/assets/external/widget.js"></script> 
    <!-- Calendly inline widget end --> 

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    Mohit Agrawal

    How do i retrieve the answers to my custom questions in the webhook payload ? I cant find it anywhere.

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    Kendall Berger

    Hi Mohit,

    When you create a webhook subscription, the answers to your custom questions will be passed like this:


    You can see how other event details will come through as webhook data here.

    Kendall Berger
    Senior Product Specialist
    Calendly

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    Listen Technologies

    I have an unbounce form that collects hidden fields Calendly is not able to collect. For example, Calendly only integrates with the 5 GA utm parameters which means I can't integrate other click ID's.

    My work around is to collect the 'form questions' via an unbounce form and then redirect the submission to an inline embedded calendly widget. 

    I'd like to pass the email field along to the calendly form so it's auto-populated. Unbounce allows me to append form data to the url as it passes through, but I'm not sure why it's not populating on the Calendly embed form.

    I've named the feild email, so the string coming to the embed form would be email=sample@email.com

    Is it possible for that to then be auto-populated in the Calendly form?

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    Kendall Berger

    Hi there,

    You can pre-populate invitee information into the booking flow using query parameters. For example, to pre-populate the email address, you can add the following parameter to your link:

    https://calendly.com/YourLink?email=sample@email.com

    You can read more on how to pre-populate different fields in the booking flow here!

    Kendall Berger
    Senior Product Specialist
    Calendly

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    Listen Technologies

    @Kendall - will this process still work if I'm redirecting the user to an embedded form? Or will it only work if I'm sending them to a calendly hosted form?

    Landing page: try.listentech.com/tour-guide - click 'try for free' to trigger form

    User completes form and is sent to try.listentech.com/tour-guide-calendar where the calendly form is embedded as an lin-line form. Once the user selects date and time, this is where I'd like the form to pre-populate with data collected from step 1. 

    Is this possible?

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    Kendall Berger

    Hi there,

    You are able to pre-populate your embedded Calendly link with your invitee data but this will require the use of a developer to create code that updates your query parameters with the data that is collected from your form in step 1 of your scheduling flow!

    Kendall Berger
    Senior Product Specialist
    Calendly

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    Amanda Lynn

    Hi all - 

    Thank you for your continued interest in this feature. Our team is currently looking at how might solve this particular problem and we'd love your input. If you're interested in sharing your use case, please reach out to me at amanda@calendly.com and reference this post so we can get a quick call scheduled. Thanks in advance!

    Best,

    Amanda 

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    Hussain Masarra

    Hi all,

    @Gilbert Mizrahiwould you please help me in passing the phone number parameter

    i tried passing it as a1 parameter but it was passed to the textbox before the phone number textbox.

    i tried a2 but it didn't work

    https://calendly.com/MYLINK/group-many-to-one?month=2020-02&name=testname&email=abc%40hotmail.com&a2=961111111

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    Tim DaGraca

    Hi @Hussain Masarra,

    Please keep in mind that SMS reminder number is optional so you are unable to automatically pre-fill it. Pre-filling the normal custom question, Phone Number, should work using a"X" whereas "X" equals the chronological order of your custom questions. 

    Best,

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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    Ernesto Puig (Edited )

    Hello fellow members,

     

    How do we pass the phone number now that its a standard field?

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    Tim DaGraca

    Hi Ernesto,

    Happy to help -- for the phone number answer field you are not able to populate it; instead, you can use a custom question with the standard one-line response field. Based on its chronological order, it'd be labeled a1, a2, a3 etc. You can find out how to do so, here. I hope that helps!

    Best,

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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    Ernesto Puig

    Tim thanks for chiming in. What is the name of the phone number field?

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    Tim DaGraca

    Hi @Ernesto,

    The Phone Number field does not have a name; instead, you'd have to use the one line response field which would be depicted as a1, a2, a3, etc, dependent upon its order on your scheduling page. So, if the Phone Number (which has a one line response field) is immediately after the email field on your scheduling page, then it's depicted as a1. I hope that clarifies!

    Best,

    Tim DaGraca
    Senior Product Specialist
    The Calendly Team

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