calendly
Calendly conversion tracking overview AnyTrack's Calendly integration enables you to track Calendly Meeting booked . 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. No complex setup required: just connect your accounts and start measuring the ROI of all of your campaigns! Before you begin
- You have an AnyTrack account with a paid subscription
- You have an active Calendly account
- The AnyTrack tracking tag is installed on your website
### 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 | Reference | Value | Information | | --------------- | :------------------- | :--------------------------------------------------------------------------------- | | Tracking Group | calendly | The Tracking Group reference can be used to activate AutoTag. | | Subid Parameter | utm_term or sfid | The Subid Parameter used to pass the AnyTrack click_id. | | Tracking Method | API | - | ### Standard Conversions | Event Name | Details | Data Source | | :-------------- | :---------------------------------------------- | :-------------- | | OutboundClick | When a visitor clicks on Calendly meeting link. | AnyTrack JS Tag | | Lead | When a user books a meeting in Calendly. | API | | Purchase | Not supported | - | ## Setup Guide > 🚧 Preriquisites > > This guide assumes that you have created a property and added the AnyTrack Tag to your website head section. ### 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 ### Reminder about AutoTag: 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 fromCalendly: html <a href="https://example.foo/goto/Calendly" data-tracking-group="calendly">Hover on theCalendly 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 fromCalendly: html <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: > 📘 Tracking > > Tracking Group refers to the integration technology. For example, Calendly Tracking Group tracking group is Calendly and Typeform is typeform. ### 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 json { "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" } } *** ## FAQ & Troubleshooting * ### Can I import past conversions into AnyTrack? No. AnyTrack can only ingest conversions that have been triggered following a visitor session on your website. * ### Can I track direct linking campaigns? Yes, but this requires a custom setup. Please refer to this article. * ### Can I use a different subid parameter than the one predefined by AnyTrack? No. We currently support utm_term or sfid to pass the click_id. No other parameters are supported. * ### Can I track conversions without the click_id? No. The click_id passed to the Calendly links is required to track conversions. * ### The Conversion Event Name is not what I am expecting, how can I change it? You can update the Event Mapping in the Integration page. ## Take these steps to troubleshoot errors you encounter in AnyTrack * ### General troubleshooting * [x] Verify that your tracking tag is set in the head section of the site where you have the calendly meeting link published. * [x] If you're on the free plan, verify that you didn't reach the monthly traffic limit and upgrade if needed. > 🚧 Reminder > > Before you reach out to the tech support, please inspect the conversion log to see what type of errors you are getting and try to fix the integration by following these troubleshooting guidelines.
Before you begin
- You have an AnyTrack account with a paid subscription
- You have an active Calendly account
- The AnyTrack tracking tag is installed on your website
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 | Reference | Value | Information | | --------------- | :------------------- | :--------------------------------------------------------------------------------- | | Tracking Group | calendly | The Tracking Group reference can be used to activate AutoTag. | | Subid Parameter | utm_term or sfid | The Subid Parameter used to pass the AnyTrack click_id. | | Tracking Method | API | - | ### Standard Conversions | Event Name | Details | Data Source | | :-------------- | :---------------------------------------------- | :-------------- | | OutboundClick | When a visitor clicks on Calendly meeting link. | AnyTrack JS Tag | | Lead | When a user books a meeting in Calendly. | API | | Purchase | Not supported | - | ## Setup Guide > 🚧 Preriquisites > > This guide assumes that you have created a property and added the AnyTrack Tag to your website head section. ### 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
### Reminder about AutoTag: AutoTag is a function that is enabled by default through the AnyTrack Tracking Tag, and that appends* 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:sfid&click_iddata to meeting links. Learn more about AutoTag.
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 fromCalendly: html <a href="https://example.foo/goto/Calendly" data-tracking-group="calendly">Hover on theCalendly 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 fromCalendly: html <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: Calendly and Typeform is typeform. ### 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 json { "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" } } *** ## FAQ & Troubleshooting * ### Can I import past conversions into AnyTrack? No. AnyTrack can only ingest conversions that have been triggered following a visitor session on your website. * ### Can I track direct linking campaigns? Yes, but this requires a custom setup. Please refer to this article. * ### Can I use a different subid parameter than the one predefined by AnyTrack? No. We currently support utm_term or sfid to pass the click_id. No other parameters are supported. * ### Can I track conversions without the click_id? No. The click_id passed to the Calendly links is required to track conversions. * ### The Conversion Event Name is not what I am expecting, how can I change it? You can update the Event Mapping in the Integration page. ## Take these steps to troubleshoot errors you encounter in AnyTrack * ### General troubleshooting * [x] Verify that your tracking tag is set in the head section of the site where you have the calendly meeting link published. * [x] If you're on the free plan, verify that you didn't reach the monthly traffic limit and upgrade if needed. > 🚧 Reminder > > Before you reach out to the tech support, please inspect the conversion log to see what type of errors you are getting and try to fix the integration by following these troubleshooting guidelines.Updated about 7 hours ago