Add a step to your sends that requires recipients to schedule time with you before their gift can be used or received. Meetings can be scheduled through Outreach, Salesloft, Calendly, Chili Piper, Groove, and HubSpot.
How do I use it?
In your User Settings page, you'll see a field that enables you to save your calendar link. Simply paste your link in this field and save.
Also, when you go to send a gift, you'll see where to enable the requirement to book a meeting at the bottom of the page.
What will the recipient receive?
Depending on the options selected at the time of the send, the recipient's experience will differ. If the sender is sending a “Generated Link” and including it in their own communication, the recipient will be sent directly to the landing page where they will be asked to schedule a meeting as seen below:
They will be prompted to book a meeting and when the meeting is set, they will be taken to a page to redeem the gift. If the gift is an eGift, they will be able to redeem it immediately.
FAQs
Q: What scheduling tools does this feature work with?
A: Outreach, Salesloft, Calendly, Chili Piper, Groove, and HubSpot currently.
Q: Does this feature work with all send types (CSV Bulk, eGift, inventory, Direct Marketplace, Amazon)?
A: Yes! This feature works with all send types!
Q: Does this feature also work with a free version of Calendly?
A: Yes.
Q: My Outreach calendar link is not accepted, what do I do?
A: Outreach instances use specific sub-domains and thus, the base URL must be added to the approved list for each customer. To enable support for your organization's Outreach calendar please provide a sample meeting link to your CS resource or our Support team.
Meeting links can be found in Outreach under Settings > Calendar > Public Calendar URL.