How to set up Personal Meeting Links?
Learn how to set up your own customized 1-1 meeting links
A Personal Meeting Link in RevenueHero is one’s own 1-1 meeting links that are fully customizable with Images, Videos and Forms.
Set up your meeting link by navigating to Sidebar -> Links -> My Meeting Links -> Click Create Meeting Link in top-right corner.
In the pop-up modal, enter a name for your meeting link and the link URL will be auto-generated based on the name.
Meeting Link Layout
A Personal Meeting Link comprises of three major sections, Booking page, Forms and Confirmation page, that are explained in detail Prospect View and User’s Configuration View below —
Booking page
As a user, under Booking Page, on the right pane, you can configure the Title of the widget, Description, the meeting’s Duration and Buffers.
For the booking page, you can also configure —
- To toggle the Widget Options
- To add an Image
- To add a Video
- To configure Advanced Meeting settings
As a user, under Booking Page, on the right pane, you can configure the Title of the widget, Description, the meeting’s Duration and Buffers.
For the booking page, you can also configure —
- To toggle the Widget Options
- To add an Image
- To add a Video
- To configure Advanced Meeting settings
The first page that a prospect lands on is the scheduler widget where they can pick a time that works for them.
Once a time has been selected, by default the meeting link collects the Name and Email of the prospect to ensure meeting is scheduled and a calendar invite is sent.
Questionnaire Forms
Under the forms section on the left pane, you can setup multiple form pages to collect answers to your questions. There are 4 types of form fields that you can set up Short Answer, Long Answer, Single Choice and Dropdown.
For each form field added, you can configure —
- To Sync the field’s value to your CRM
- To toggle the Widget Options
- To add an Image
- To add a Video.
Expand and learn how to add each field —
Short Answer field
Short Answer field
From the left pane, select Add, and the choose Short Answer. Then, on the right pane, configure your field’s properties like Name, Placeholder text, if it’s a Required field and toggle Company Logo.
Long Answer field
Long Answer field
From the left pane, select Add, and the choose Long Answer. Then, on the right pane, configure your field’s properties like Name, Placeholder text, if it’s a Required field and toggle Company Logo.
Single Choice field
Single Choice field
From the left pane, select Add, and the choose Single choice. Then, on the right pane, configure your field’s properties like Name, all the Choices, if it’s a Required field and toggle Company Logo.
Dropdown field
Dropdown field
From the left pane, select Add, and the choose Dropdown. Then, on the right pane, configure your field’s properties like Name, all the Choices, if it’s a Required field and toggle Company Logo.
Under the forms section on the left pane, you can setup multiple form pages to collect answers to your questions. There are 4 types of form fields that you can set up Short Answer, Long Answer, Single Choice and Dropdown.
For each form field added, you can configure —
- To Sync the field’s value to your CRM
- To toggle the Widget Options
- To add an Image
- To add a Video.
Expand and learn how to add each field —
Short Answer field
Short Answer field
From the left pane, select Add, and the choose Short Answer. Then, on the right pane, configure your field’s properties like Name, Placeholder text, if it’s a Required field and toggle Company Logo.
Long Answer field
Long Answer field
From the left pane, select Add, and the choose Long Answer. Then, on the right pane, configure your field’s properties like Name, Placeholder text, if it’s a Required field and toggle Company Logo.
Single Choice field
Single Choice field
From the left pane, select Add, and the choose Single choice. Then, on the right pane, configure your field’s properties like Name, all the Choices, if it’s a Required field and toggle Company Logo.
Dropdown field
Dropdown field
From the left pane, select Add, and the choose Dropdown. Then, on the right pane, configure your field’s properties like Name, all the Choices, if it’s a Required field and toggle Company Logo.
Confirmation page
And, finally the confirmation page where you’d like for the prospects to see any final message, image or video. You can choose to keep the prospects on that page or redirect them to another page.
If everything looks good, then you can click on Save on the top-right corner to persist the changes made and you can also click on Preview in the top right corner to see how your meeting link looks.
And, finally the confirmation page where you’d like for the prospects to see any final message, image or video. You can choose to keep the prospects on that page or redirect them to another page.
If everything looks good, then you can click on Save on the top-right corner to persist the changes made and you can also click on Preview in the top right corner to see how your meeting link looks.
Once a time has been chosen and the questions have been answered (non-required questions can be skipped), the prospect lands on the confirmation page where according to your configuration they can either stay on the page or be redirected to another page.
The meeting details are also shown here with the person it’s assigned with and the meeting time.
Customizations
Adding Image
In each page, you’ve an option to add an image. You can do so by scrolling to the bottom of the right pane and click on +Add in the Image or Video section.
You can choose to upload a new image, or choose from your previously uploaded image or choose from your team’s uploaded images.
And, you can choose the placement of the image on the page. It can be in the background, it can be on the left side or it can be on the right side.
Adding Video
In each page, you’ve an option to add a video. You can do so by scrolling to the bottom of the right pane and click on +Add in the Image or Video section.
You can choose to upload a new video, or add the URL of an existing video from YouTube, Vimeo or Loom.
And, you can choose the placement of the video on the page. It can be in the background, it can be on the left side or it can be on the right side.
Sync form field to CRM
For each form field you add, you can map it to an existing CRM field. RevenueHero will sync the inputted values into your CRM in that field.
Widget Options
For each page, you can choose to show or hide the Company Logo. Apart from that, on the booking page, you can choose to show or hide the profile info of the assignee like LinkedIn or Twitter URLs.
Customize Meeting settings
For your Personal Meeting Links, you can configure the basic options of Duration and Buffers on the booking page. If you’d like to configure additional settings, you can click on Advanced settings on the right pane in Booking page and configure
- Showing slots in increments of 15/30/60 mins
- Show next available slots from the time of booking or with an offset of 1 day or so
- Choose the maximum days into the future a prospect can seek to find slots
- The calendar invite text
- Turn default reminders on/off and configure the reminder text