OnceHub now offers forms with advanced functionality and conditional logic. This is a much simpler and more powerful method than the feature described below and may work better for your scenario.
With web form integration, you can choose to provide scheduling to every prospect who fills out your lead generation form, or only to prospects who meet certain criteria. When your web form is integrated with ScheduleOnce, your Customers will be able to schedule a meeting immediately after submitting a form.
Web form integration is a flexible feature that can be configured to fit your specific business case. Scheduling is the ideal contact method for your serious prospects who are ready to engage. It is best used in two use cases:
- To offer scheduling only to your top leads. In other words, when you want to segment prospects based on their web form choices.
- To offer scheduling to all prospects who fill out your form.
Since prospects have already provided their details in your web form, they won't have to do so again in the Booking form. Customer data is passed from your web form directly to ScheduleOnce, allowing you to offer Customers a quicker scheduling experience.
In this article, you'll learn about the key concepts to consider when integrating your web form with ScheduleOnce.
All prospects versus top prospects
Running an effective lead generation campaign often requires a separate flow for each type of lead.
For example, you might want to offer a scheduling option only to large enterprises, as they have a higher potential of becoming high-value Customers. To achieve this, you need to set up web form rules or conditions that will use the lead's selections to redirect them to a dedicated Thank you page which includes a scheduling option.
If you're using Wufoo as your web form, you can use a feature called Form Rules to choose where your prospects go after submitting their form. This feature provides the ability to set redirection rules based on form field conditions. You can use this feature to set up multiple Thank you pages and redirect your top prospects to a specific page that includes the scheduling option.
When you use the Website embed publishing method, your Customers will be asked to choose a time for the meeting immediately after completing the form. With this method, scheduling appears as an integral part of the lead generation flow.
When you use the Website button publishing method, your Customers will see a scheduling button on the Thank you page. This allows them to actively choose to make a booking. When the Customer clicks the button, it indicates that they are more engaged and more committed to the booking process. This positively affects the booking conversion rate.
Web form type
If you're considering integrating a web form with ScheduleOnce, you'll need to decide on the type of web form to use:
- A third-party web form app (such as Wufoo).
- A third-party landing page app.
- A web form that is part of a marketing automation app (such as Infusionsoft web forms).
- A web form that you build in-house.
Passing form data via URL is key to making a web form integration with ScheduleOnce work. ScheduleOnce supports two methods of web form integration, using URL parameters and using CRM record IDs.
Web form integration using URL parameters
Web form integration using URL parameters refers to passing booking form data via URL to ScheduleOnce. In order for ScheduleOnce to extract the relevant information from the URL and populate the correct booking form fields, the URL attributes must match ScheduleOnce field names. This method is supported by third-party web form apps such as Wufoo.
Web form integration using CRM record IDs
Web form integration using CRM record IDs refers to passing a record ID via URL, making an API call to an integrated CRM app to retrieve the customer's information, and using it to populate the Booking form. This method is supported out-of-the-box by Infusionsoft.