Engage: Calendly Integration

Schedule A Call Features integration with your online calendar through the Calendly.com platform

Recommended article before setting up: Engage: Page Targeting

The Calendly integration allows for easy scheduling connected to your online calendar. 

To setup this connection, let's start with obtaining the Calendly Code first.

Head over to your Calendly account.

On the right side in your account dashboard, click on the dropdown to collapse the settings. Once you've done that, select the option Share Your Link.

Once you click there, you will need to choose the last option (Add to Your Website)

From there, select Popup Text.

And in the last window you should be able to grab the Code with one click on the bottom right side of your screen.

Creating the CTA via the Engage Manager

Now when you have your Calendly Code, create or select an existing Schedule a Call CTA on your site.

Placing the Code

Once you are in the editor, locate the Lead Form tab and click on the Form Settings Label inside of it.

From there, you will want to scroll down a bit until you find the Calendly Button option, which you will need to enable. Before you enable it, make sure to disable other optin buttons, like the Email Button. As you enable the Calendly Button, a field will appear, where you will be able to enter the calendly code.

Disable the Lead Form Email Button. Once you enable the Lead Form Calendly Button paste the HTML code you copied from your calendly profile in the Calendly popup code box.

Summary:

• Obtain the Code via Calendly

• Create a Schedule a Call CTA

• Disable the Email Button 

• Enable the Calendly Button.  

• Place your calendly popup code

Once you have placed your code, hit Save. 

You're done!