We have events where we know what product they are interested in based on the event type, but we have to ask them the question of "Please confirm which product you are interested in" so that we can pull that information into Salesforce. The from is embedded into our website, so we cannot use a URL query string or different links.
As an example:
We know these people are interested in “Teaching English” and in country “Italy” already but when they schedule a call that information doesn’t come into Salesforce because we don’t ask that question on the Calendly form since we don’t need to. If we could have a hidden field that is set to default “teaching English” and “Italy” when they’re filling out the form that would be ideal so that our Salesforce backend already knows what they’re interested in without them having to confirm again.
If that field/question could just exist as hidden on the event and we could set the default value, we wouldn't have to re-ask the question.
Please sign in to leave a comment.