SalesLoft’s Meetings brings your calendar into your outbound communication. With meetings, you can send out your own or even your teammates’ meeting link. Then the people you interact with can view available meeting times and schedule time on your calendar for calls, demos, or to finalize deals.
In this article, you will learn how to send meeting links and book meetings through your email, including:
- Insert Calendar Links into Your Emails
- Add Calendar Links with a Dynamic Tag
- Insert Meeting Availability
- Book a Meeting
Once your calendar is all set up, you can insert meeting links into your emails and templates. When you add meeting links to an email you can select your own calendar or a teammate’s calendar.
To add a meeting link to your email or templates, follow these steps:
- Create an email or add a template.
- Select the calendar icon from the compose window toolbar.
- The Insert Meeting Link window will drop down.
- Select whose calendar link you will be using (your personal calendar or your team member’s calendar).
- Things to Note: You can only send a teammate's meeting link if they have set up their calendars under Personal Settings.
- Pick a Meeting Length time.
- Click Insert Link.
- Send your email.
The Meeting URL dynamic tag populates your meeting link into your email message. Adding this tag to your personal or team templates or snippets makes it easy for you to send meeting links. Instead of adding the individual link to an email, you can skip that process, and insert the previously created content.
When you create your email template, use the dynamic tag drop-down menu to find the My Meeting URL tag under My Tags.
To add the dynamic tag, follow these steps:
- From the Templates Page click Template Actions.
- Select Add Templates.
- Click the Insert Dynamic Field icon </>.
- Scroll to My Tags.
- Select My Meeting URL.
- Complete your email draft and hit Save.
The Insert Availability feature allows you to send email recipients specific meeting time slots. This provides more control over your own calendar, and still gives prospects and customers the ability to book a meeting with fewer clicks of their mouse.
Insert availability is available within the SalesLoft platform, as well as within your Gmail.
To insert your meeting availability in an email, follow these steps:
1. Create an email or add a template.
2. Select the calendar icon from the compose window toolbar.
3. The Insert Meeting Link window will drop down. Select Insert Availability.
4. A pop-up window with your calendar will appear. To the left of the calendar, select the Meeting Owner. The meeting owner determines whose calendar to book the meeting on. This can be your calendar or one of your team member's calendars.
5. Fill out the Meeting details (if necessary). The details include the following:
Things to Note: To view an alternative calendar when selecting a Meeting Owner or Adding Attendees, you must have access to the other person's calendar. This means, either your SalesLoft team member has set up their Calendar settings in their SalesLoft account or that the person being invited has shared their Google calendar with you previously.
6. On the calendar, use the top line to adjust to your preferred date(s).
7. Pick a time zone for the calendar from drop down the upper right corner.
8. Select potential time slots by clicking the blocks of time in the calendar or click and drag your cursor to select multiple time blocks. To remove any time slots, select the time slot again.
9. Once your times are selected, click Insert Times in the bottom right corner of the window.
10. Back in the email window, all of the selected times will appear as clickable links. For recipients that are located in a different timezone, they may view all the time slots in their internet browser's time zone by selecting the View in your timezone link in the email.
11. Send your email.
When an email recipient clicks on a link, they will be taken directly to the confirmation page, as long as the selected time slot is still available on the Meeting Owner's calendar.
If the selected time slot has already been taken, the link will direct the recipient to a page where they can view all other available time slots.
Apart from setting up and sending invites, you may be wondering how Meetings actually get booked?
When a person receives a meeting link, they will click the link to book time on your calendar. Let’s walk through the steps a recipient will take to book a meeting:
1. When a Person clicks a meeting link, they'll be taken to a calendar view.
2. The Person will select a date for the meeting. Available dates will be in black with blue dots below the date that represent the number of meeting slots that are available. Unavailable dates will be grayed out.
3. After the choose a date, any available time slots will appear to the right of the calendar. Select a time slot.
4. Click Next.
5. The person will enter their contact information. The contact information will appear in SalesLoft when the meeting is confirmed. The following fields are required: Name, Email, and Account.
- Things to Note: When a person not in SalesLoft books a meeting through the Meetings calendar, a new SalesLoft Person will be created. SalesLoft will use the person's email address to verify whether they are a Person in SalesLoft.
6. Click Confirm. If they need to make any changes, click Change Meeting Date.
7. A confirmation message will appear. The person will also receive an email confirming the meeting.
8. The meeting will appear on the Person’s Profile Page in SalesLoft. It will also log the task in Salesforce as a closed activity task. For more information on the Profile Page view, check out the knowledge base article, here.
- Things to Note: If a meeting is rescheduled or canceled, SalesLoft will not reflect the changes. Once an event has been created, SalesLoft does not track or maintain any further updates on the event.