Invite Questions for the Meeting Scheduler Follow

Form Questions

Ask your prospects and customers a few qualifying questions when they’re booking meetings with you. Contact properties will be automatically added to your Salesmate CRM.

By default, Salesmate adds 3 fields (Name, Email, Mobile number) as form questions while an invitee schedules a meeting. Salesmate however allows you to customize the Question Form to capture necessary details you may need from the invitee.

To customize the question form:

• Navigate to the More option from your left sidebar menu
• Click on Meeting Scheduler
• Select the Meeting
• Complete the steps - Details, and Date & Time Availability as per the selected Meeting Type
• Go to "Form Questions"

• Click on "Add Salesmate Fields" to add any existing fields from the Contact module
  • Eg: Description field to capture their requirements or purpose of the call
• Click on "Add Custom Questions" to add new custom fields as questions that are not part of your account as fields but are relevant to the meeting question form
  • Eg: Select type custom field as a question to select their preference

• Pre-populate fields with known values: Enabling this will automatically fill the fields with the value stored in the browser. 
• Enable Captcha: Enabling this will avoid Bots from booking repeated calls 

Confirmation Options

Customize a meeting confirmation message on how would you like to notify the invitees on the scheduling page.

Here you can choose if you want to show a successful confirmation message to your customers or auto redirect to any website URL to perform the next sets of actions.

On Confirmation:

• Display Salesmate Confirmation Message: where Salesmate's default confirmation message will be shown
  • Display button to schedule another event: if selected it will display a button to the invitee to book another call 
    • Button Name: You can customize the button name, by default, it is shown "schedule another meeting". you can rename it Eg: "Schedule New Meeting"  
  • Success Message: You can include an additional message above the default message to make it look more personalized, Eg: "Your meeting is booked with {Organization Name}"

• If the User chooses "Redirect to an external Site" for On-Confirmation, he will be asked to feed the URL to which the invitee should be redirected after the booking.

Once this has been personalized proceed with Final settings under Email Notifications.

Need help?

Feel free to chat with us or write us at support@salesmate.io & we will be glad to assist you