Managing Leads and Meetings
Manage your meetings on Meeting Scheduler
View all your meetings in one place On Meeting Scheduler, you can view all your meetings in one place. View today’s, upcoming and past meetings with a click. Moreover, you can also choose to cancel, reschedule or reassign meetings easily. NOTE: If you’re an Outplay Admin, you can cancel, reschedule or reassign meetings by default. However, if you’re an Outplay User, you will require permissions from the Admin to makeFew readersView inbound lead activities on Scheduler
Track inbound lead activities easily On Meeting Scheduler, you can view all activities related to your inbound leads. Have they signed up on a particular form? View that activity and all submitted data on the form. Have they booked a meeting with you? Find all meeting-related info in one place. And, it doesn’t stop there! Through the inbound lead information panel, never miss out on the finer details, and always stay updated on their sales journey! Here’s how you can viewFew readersManage your inbound leads on Meeting Scheduler
All your inbound leads in one place! Now that you have created forms and meeting types, you can see your inbound leads rolling in to book meetings with you. On Meeting Scheduler, you can view all your inbound leads on one page with all the information you require. Moreover, you can add them as a prospect, add them to a sequence,Few readers
Meeting Types
How to create a Meeting Type on Meeting Scheduler
Transform the way you schedule and manage meetings! More meetings mean more opportunities. Your leads should be able to schedule meetings with you as conveniently as possible. This should be an indispensable part of your sales process. But how do you avoid the back-and-forth to finalize dates with a prospect? How can you ensure that the right salesperson is assigned to the meeting? What happens when you have multiple leads to schedule meetings with? Meeting Type on Meeting Scheduler is yFew readersHow to manage meeting types on Meeting Scheduler
View all your meeting types in one place Meeting types are unique to their cause. For instance, you may create a meeting type to invite prospects to try out a free demo of your product. That specific meeting type has unique questions and characteristics that are customized for leads looking to experience a free demo of your product. The same meeting type cannot be used for another cause. Hence, you may create multiple meeting types to invite leads from different cohorts to book meetingsFew readers
FAQs
How to add Scheduler Pro to your subscription
Upgrade to Scheduler Pro for more flexibility and features Scheduler Pro comes with no limitations when compared to its free counterpart. For example, you can create multiple forms and meeting types on Scheduler Pro. Moreover, features such as Slack Notifications come as an added advantage. Here’s how you can add Scheduler Pro to your subscription plan: On Outplay, go to Profile → Settings. (https://storage.crisp.chat/users/helpdesk/website/e5a9dd6c3e22780/b1cFew readersFAQs - Meeting Scheduler by Outplay
All your questions about Meeting Scheduler answered! How can I add an inbound lead as a prospect? You can add an inbound lead from the Inbound Leads page in Meeting Scheduler on Outplay. Take a look at our article for more information. How can I add an inbound lead in a sequence? You can add an inbound lead to a personal or team sequence of your choice from the Inbound Leads pFew readers
Integration and Advanced Features
Setup Outplay Scheduler for Native Forms
Learn how to get leads from Native forms Outplay Scheduler is a scheduling tool that allows prospects to book appointments with your sales team. In this article, we will cover how to get the leads from Native forms and show the meeting calendar from Outplay. Step 1: Create an Outplay Form On Outplay Scheduler Forms, create a form with fields similar to the Native form and map it to a meeting type. Click here (https://support.outplayhq.com/how-to-create-a-meeting-type-on-meeting-schedFew readersEmbed Meeting Type with other Outplay features on your website
Bring Meeting Type, Chat & Website Tracking seamlessly to your website The Chat & Website Tracking feature may be required on all the pages of your website. This ensures that a prospect always has the opportunity to reach out while you can easily understand what peaks their interest in your product/ service. However, when it comes to Meeting Types (https://support.outplayhq.com/how-to-create-a-meeting-type-oFew readersScheduler Reports on Outplay
Gain Insights to Drive Inbound Lead Conversion To make informed decisions and optimize your outreach strategy, it's essential to have a clear understanding of your meeting scheduling activities. That's where Scheduler Reports come in, providing you with practical and easy-to-understand insights. With Scheduler Reports, gain access to a wealth of analytics to make data-backed decisions. In this support article, we'll guide you through the key features of Scheduler Reports, enabling you tFew readers
Forms
How to create custom forms with Meeting Scheduler
Instantly qualify, route, and book meetings on the go! Your lead is interested in what you have to offer and they want to book a meeting with you. You need to put your best man for the job forward and be well-prepared to tackle any query that’s unique to them. But how do you predict so much? Through Forms on Outplay’s Meeting Scheduler! You can create custom forms that nudge your leads to submit relevant information about themselves. By analyzing the data, you can be prepared and routeFew readersHow to manage your forms on Meeting Scheduler
View all your forms in one place Every lead is different. What you want to know about one lead might not be the same for another. Hence, you may have created multiple forms for each cohort of leads. On Meeting Scheduler, you can view all your forms in one place. Search for forms or sort them - based on the number of questions they comprise or by the date of creation. Moreover, you can edit and delete forms as per your requirements. Here’s how you canFew readers
Setup Outplay Scheduler for Hubspot forms
Setup Outplay Scheduler for Hubspot Forms Outplay Scheduler is a scheduling tool that allows prospects to book appointments with your sales team. In this article, we will cover how to get the leads from Hubspot forms and show the meeting calendar from Outplay. Step 1 - Create Outplay Form On Outplay Scheduler Forms, create a form with fields similar to the Hubspot form and map it to a meeting type. Step 2 - Copy the Common Script Copy the below script and paste it in the head sectFew readersTrack leads with UTM Parameters on Meeting Scheduler
On Meeting Scheduler by Outplay, you can track lead flows using Urchin Tracking Module or UTM parameters. UTM Parameters are short codes that can be added to your link or embed code to understand where your leads are coming from. They help you track the effectiveness of your campaigns. What are the UTM Parameters? There are five types of UTM parameters that you can use, they are: UTM Source: Defines tFew readersInvite leads to book a meeting via Scheduling Link
The easiest way to book meetings out there! Your sales pipeline is strong and your leads have been responding in your favor. Your goal is within sight. However, the hassle of going back and forth to schedule meetings is the only task standing in your way. Well, not anymore! With Meeting Scheduler, you can create a Scheduling Link to invite your leads to book meetings with you. You can share this smart link across any platform and offer your leads access to your calendar. They can view avaiFew readersHow to embed Outplay Meeting Type on your website
With Meeting Scheduler on Outplay, you can embed a meeting type to your website. This way, when a prospect lands on your website at the height of their interest, they have the option to simply fill out a form, select a time slot, and easily book a meeting with you. Here's how you can go about embedding a meeting type to your website: NOTE: If you already have integrated Outplay Sales Chat WidgetFew readers