Calendly

Calendly conversion tracking overview

AnyTrack's Calendly integration enables you to track Calendly Meeting booked automatically. Your users' data is securely sent from Calendly to AnyTrack, who then forwards it on - in real-time - to platforms like Google Ads, Facebook Conversion API and TikTok API for conversion tracking, audience building and campaign optimization. Connect your accounts to start tracking conversions from your Calendly pages.

How does the Calendly AnyTrack integration work:

1. Traffic: When visitors land on your website, AnyTrack collects traffic source data and First Party data.
2. Engagements: When visitors click on your Calendly meeting links, AnyTrack does a few things:
   1. Collects granular data tied to the OutboundClick.
   2. Triggers Event Tracking API requests to your Tracking Tags and analytics.
3. Conversions: When visitors book a meeting AnyTrack receives real time conversion data from Calendly API.
4. Attribution: AnyTrack processes the data and reports it across various reporting sections of the AnyTrack Dashboard.
5. Conversion API: AnyTrack then sends your conversions to your Ad Platforms' Conversion API so you can feed your ad platform's Machine Learning, AI and automatic optimization according to 100% of your conversion data.

Technical details

Standard Conversions

Setup Guide

Step #1: Add Calendly to your AnyTrack Account

1. Go to the Integration Catalog, search for Calendly.
2. Now click on the Calendly card and then Click on Install.

Step #2: Connect your Calendly account

1. Go to your Calendly account and generate an API Token.
2. Under "Personal access tokens" click on "Get a token now"
3. If you see a confirmation notice, click on "Next"
4. Set a new name for you token, for example "AnyTrack" and click "Create token"
5. Click on "Copy Token"
6. Return to the AnyTrack settings and Paste the token in the token field.
7. Click on "Connect" to save your settings.
8. Finally, If you're embedding your Calendly link in your website using an iframe instead of publishing the link directly, please do this extra step.

Step #3: Adjust the Conversion Event Mapping

The Event Mapping allows you to define which events to track and map them to Conversion Events you will forward to your Ads Integrations (ex: Facebook Conversion API).

By default AnyTrack tracks any meeting booked as lead and which will be forwarded to your Conversion APIs as a Lead. You can update the name to a custom name such as MeetingBooked. If you do so, make sure to update the event mapping on your ads integration.

Video Tutorial

The following video shows how to install and validate your Calendly-AnyTrack integration

Validate your integration

This section will enable you to validate the main aspects of your setup.

Event tracking

Since Tracking starts when visitors land on your website where the Calendly link is published you should verify that your links are tracked and AutoTagged.

Go through the booking flow and check the data in the event log.

AutoTag Methods

📘 Note

AutoTag is a function that is enabled by default through the AnyTrack Tracking Tag, and that appends sfid & click_id data to meeting links. Learn more about AutoTag.

• Default: By default, AnyTrack automatically identifies and AutoTags Calendly links and embedded scheduling pages on your website.
• AutoScan: AnyTrack scans links that are embedded in redirects plugins and AutoTags them accordingly.
• Manual:
  • Tracking Group Attribute: You add the tracking group attribute to links according to their tracking requirements. For example: data-tracking-group="calendly" or rel="calendly". More about Tracking Group.
  • Click ID Token: You Manually append the sfid: &sfid=--CLICK-ID-- to the calendly links.

Once the links and booking pages are set, you can check in your Calendly account reports and see whether the salesforce_uuid parameters are passed to the booked meetings.

Here is an example of how you would manually update links from Calendly:

<a href="https://example.foo/goto/Calendly" data-tracking-group="calendly">Hover on the Calendly Demo
Link to see the AnyTrack click_id</a>

The previous HTML would generate the following link:

Embedded Calendly using iframes

Here is an example of how you would manually update iframe links from Calendly:

<iframe src="https://calendly.com/anytrack/lead-generation" data-tracking-group="calendly" width="100%" height="1200" style="border:none;">
</iframe>

The previous HTML would generate the following iframe:

Conversion Tracking

To validate your setup, you should either wait for a conversion or trigger a test conversion yourself and inspect the conversion logs.

Calendly conversion payload example

{
  "created_at": "2023-06-17T15:04:36.000000Z",
  "event": "invitee.created",
  "created_by": "https://api.calendly.com/users/FEGFIE3VHBTPP3DL",
  "payload": {
    "reschedule_url": "https://calendly.com/reschedulings/abdb93ae-5ef3-46e0-aa8d-b2afb6720a97",
    "rescheduled": false,
    "timezone": "Asia/Jerusalem",
    "old_invitee": null,
    "created_at": "2023-06-17T15:04:35.647732Z",
    "last_name": null,
    "new_invitee": null,
    "routing_form_submission": null,
    "text_reminder_number": null,
    "tracking": {
      "utm_term": "w23xvjXjemr59B86QJ8mVAXUCikxCAzr3W", //the clickid
      "utm_campaign": null,
      "utm_source": null,
      "utm_medium": null,
      "utm_content": null,
      "salesforce_uuid": "w23xvjXjemr59B86QJ8mVAXUCikxCAzr3W"
    },
    "uri": "https://api.calendly.com/scheduled_events/b4ca71ec-ef29-4018-be28-d6620c33a576/invitees/abdb93ae-5ef3-46e0-aa8d-b2afb6720a97",
    "updated_at": "2023-06-17T15:04:35.647732Z",
    "name": "laurent malka",
    "payment": null,
    "questions_and_answers": [
      {
        "answer": "test",
        "question": "Please submit the main question you'd like answered during the demo.",
        "position": 0
      }
    ],
    "reconfirmation": null,
    "event": "https://api.calendly.com/scheduled_events/b4ca71ec-ef29-4018-be28-d6620c33a576",
    "no_show": null,
    "scheduled_event": {
      "start_time": "2023-06-28T14:30:00.000000Z",
      "event_type": "https://api.calendly.com/event_types/f643d546-f2bf-4477-8ec5-6c344f336f40",
      "updated_at": "2023-06-17T15:04:35.630976Z",
      "event_memberships": [
        {
          "user": "https://api.calendly.com/users/FEGFIE3VHBTPP3DL",
          "user_email": "[email protected]"
        }
      ],
      "end_time": "2023-06-28T15:15:00.000000Z",
      "invitees_counter": {
        "limit": 7,
        "active": 1,
        "total": 1
      },
      "name": "Demo - Lead Generation",
      "created_at": "2023-06-17T15:04:35.630976Z",
      "location": {
        "join_url": "https://us02web.zoom.us/j/89308720529",
        "data": {
          "settings": {},
          "id": 89308720529,
          "extra": null
        },
        "type": "zoom",
        "status": "pushed"
      },
      "event_guests": [],
      "uri": "https://api.calendly.com/scheduled_events/b4ca71ec-ef29-4018-be28-d6620c33a576",
      "status": "active"
    },
    "cancel_url": "https://calendly.com/cancellations/abdb93ae-5ef3-46e0-aa8d-b2afb6720a97",
    "first_name": null,
    "email": "[email protected]",
    "status": "active"
  }
}