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.