CRM

HRichthe2nd
Member

How label a meeting for a specific initiative

SOLVE

Hello,

 

I am running a letter campaign, and for the next letter, I want to send peoiple who scan the QR code on the letter to a "book a meeting" landing page with one of our sales team.

 

I have used their normal meeting scheudler link. However, I would like meeting booked by people who came via QR code to be labeled as "letter meeting". This way the sales rep know at a glance some context about the upcoming meeting.

 

What do you guys suggest I do to do this?

 

I realise I could make another meeting scheduler link just for this initiative and add a label this way. But Ideally I keep this as simple as possible.

 

Thanks in advance!

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How label a meeting for a specific initiative

SOLVE

Hi @HRichthe2nd,

 

A separate link is the way to go. While you can create different meeting types (https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types), these are set per meeting link and cannot be made conditional based on source / parameters. Creating another link is the easiest and most solid option.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How label a meeting for a specific initiative

SOLVE

Hi @HRichthe2nd,

 

A separate link is the way to go. While you can create different meeting types (https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types), these are set per meeting link and cannot be made conditional based on source / parameters. Creating another link is the easiest and most solid option.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes