How to create a Personalized link (URL parameters)

Personalized links using URL parameters are Booking page links that contain Customer information and Booking form data. With Personalized links (URL parameters), prospects and Customers click on your Booking page link and pick a time, without having to provide any information that is already known to you. The Booking form can either be prepopulated with their details or skipped altogether. You can also add source tracking tags to personalized Booking page links, letting you analyze where your bookings come from.

Note: When using Personalized links with Booking pages that don't have Event types, it is highly recommended you provide the Subject field of your Booking form. You do this by selecting the "Meeting subject is set by the owner" option in Setup -> Relevant Booking page -> Booking form -> Meeting subject and enter the desired Meeting subject specific to your business case. Learn more about the Subject field

Creating a Personalized link (URL parameters)

To create the Personalized link for your Booking page or Master pages:

  1. Go to Share & Publish > Link and select the Booking page or Master page in the drop-down. 
  2. From the Customer data step, select Personalized link (URL parameters)
  3. In the Booking form step, you can select one of the two options below:
    • Skip the Booking form: Skipping the ScheduleOnce Booking form helps you maximize your booking conversions and provides your Customers with a seamless and quick booking process.
    • Prepopulate the Booking form: The data is visible in the Booking form and can be edited by the Customer before submission. Learn more about prepopulated Booking forms
  4. Copy the link to a notepad in order to replace the ADD_DYNAMIC_FIELD placeholders with your parameters (see Figure 1). Merged values must be properly encoded in order to be passed in the URL. Some characters like at (@), period (.), dash (-) and underscore (_) are OK, but all URL invalid characters like plus (+) or space ( ) must be URL encoded.Figure 1: Personalized link (URL parameters) link

    For example, if you use MailChimp, the link might look like this:*|NAME|*&email=*|EMAIL|*. In this example, the ‘*|NAME|*’ and ‘*|EMAIL|*’ fields are merge fields which are replaced with a single Customer name and email, respectively, during the email campaign, thus, creating a personalized email for each lead in our list.

  5. To add more URL parameters to your link, check the supported ScheduleOnce URL parameters article.

Congratulations! You have created your Personalized link using URL parameters.

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