Calendly

Calendly conversion tracking overview

AnyTrack's Calendly integration enables you to track Calendly Meeting booked seamlessly. Your users' data is securely sent from directly to AnyTrack, who then forwards it on - in real-time - to platforms like Google Ads, Facebook Conversion API and Tiktok API for conversion tracking. No complex setup required: just connect your accounts and start measuring the ROI of all of your campaigns!

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Before you begin

The Calendly integration requires that the AnyTrack Tracking Tag in the head section of your website or landing pages where you publish the Calendly booking link. Learn now to Install the AnyTrack Tag 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 pixels 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

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Before you begin

The Calendly integration requires that the AnyTrack Tracking Tag in the head section of your website or landing pages. Learn now to Install the AnyTrack Tag on your website.

Setup Guide

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Preriquisites:

This guide assumes that you have created a property and added the AnyTrack tracking 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 cardand 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.

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.

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

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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 from Calendly:

<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:

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:

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Tracking Group

Tracking Group refers to the integration technology. For example, Calendly Tracking Group tracking group is Calendly and Typeform is typeform. The Tracking Group.

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"
  }
}

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

  • Verify that your tracking tag is set in the head section of the site where you have the calendly meeting link published.
  • If you're on the free plan, verify that you didn't reach the monthly traffic limit and upgrade if needed.

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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.

Test link