When scheduling with existing Salesforce Leads, Contacts, Person Accounts, or Case records, you can use our Personalized links (Salesforce ID) in your Salesforce buttons, Salesforce email templates or email form to automatically recognize Customers based on their Salesforce Record ID.
Recognizing the Customer by the record ID provides two key benefits:
- On the User side, it allows you to update the correct record, eliminating any chances of updating the wrong record and keeping your CRM data clean.
- On the Customer side, it allows you to prepopulate the Booking form step with Salesforce record data or completely skip the Booking form step. This eliminates the need to ask Customers for information you already have, improving conversion rates and moving leads through the funnel with speed and efficiency.
Personalized links (Salesforce ID) are available for Booking pages and Master pages:
- When working with Booking pages, Personalized links (Salesforce ID) will be available only for Booking pages owned by Users connected to Salesforce.
- When working with Master pages, Personalized links (Salesforce ID) will be always available to you. However, Booking pages owned by Users not connected to Salesforce will work as General links.
NoteFor security and privacy reasons, using CRM record IDs to skip or pre-populate the Booking form is not compatible with collecting data from an embedded Booking page or redirecting booking confirmation data.
Where do I find Personalized links (Salesforce ID)?
Personalized links (Salesforce ID) are available in the Share & Publish > Link page.
NoteTo use data from a database in a prepopulated Booking form, you first have to connect to Salesforce.
- Go to the Share & Publish > Link page and select the relevant Booking page or Master page.
- In the Customer data step, select Personalized link (Salesforce ID).
- 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 Booking form works in private mode, in which the prepopulated data used in the Booking is indicated as a checklist and the Customer can provide additional information if required. Learn more about prepopulated Booking forms
NoteFor Users who created their account before March 2nd 2019, you can also access the Sharing options from your mobile device. In the mobile admin interface -> Menu, click Sharing options and select the relevant Booking page or Master page.