Meetings Link but Custom to Contact Owner

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katiebroyles
Participant

I'm trying to figure out if I can create a button on the email editor so that there is one to "schedule a call" but I'd like to be able to set it up in a way that it would create a meeting for the assigned contact owner.

 

For example, let's say I have 3 people who are part of the sales team and I assign contacts to them via round-robin.  If I set up a workflow with an email that is to look like it comes from the contact's owner I am unable to customize the Meetings Link button option to correlate with contact owner.  I can only choose one of those 3 people (assuming their meetings link is set up).  So say Jane owns Joe, but the meeting link in the email is only set up for me, it would create a task for me, not Jane.  Not sure if that makes sense.

 

What are some workarounds for this, or how do I set that kind of thing up?

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1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @katiebroyles 

 

You can use a personalisation token to automatically insert the contact owner's default meetings link into an email. 

 

It should look something like this:

 

Edit_Email_Test.png

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @katiebroyles 

 

You can use a personalisation token to automatically insert the contact owner's default meetings link into an email. 

 

It should look something like this:

 

Edit_Email_Test.png

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

katiebroyles
Participant

How would I link that to the button?  Or would I just need to add it in as a link?

0 Upvotes
Phil_Vallender
Most Valuable Member | Elite Partner

Hi @katiebroyles 

 

Good point! That doesnt nateively support a button or CTA, only text hyperlink. I'll ask my team if that can be overcome. 


Edit: one work around would be to use smart content in the email that displays a different button/link depending on contact owner.

Phil Vallender | Inbound marketing for B2B technology companies
katiebroyles
Participant

I'll give that smart content a try, could work, and it would be cool to be able to track that for conversions.

0 Upvotes
awojcek
Participant | Elite Partner

I know this is an older post, but for anyone else who comes across this, here's how I've solved for it:

 

  1. Create a CTA button for each salesperson, directing to their booking link
  2. Create an active list for each salesperson (filter is Contact Properties > owner > is [salesperson])
  3. In the email button, click More > Add Smart Rule
  4. Create smart rules based on lists so that if the contact is on a salesperson list, it will show the correct button. If they aren't on a list, default to showing a CTA to your round-robin meetings link.

Hope this helps! 

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