Calendly Conversion Tracking

Some marketing flows are complex but worth the effort for greater agility and data collection. Consider this scenario: you sell coaching sessions, masterclasses, or one-on-one services. Your entry offer is a 20-minute session to upsell a high-value package. You advertise across platforms, drive purchases of your entry-level ticket, then invite buyers to book sessions. This requires tight tool integration to track and attribute all steps correctly.

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Note

If you are looking for the standard Calendly integration with AnyTrack (without a purchase step), see the Calendly integration guide.

Scenario Overview

• Your Offer: A 20-minute coaching session to upsell higher-value services
• Marketing Tools:
  • ClickFunnels: Where people sign up and buy your entry-level ticket
  • Calendly: Where people book sessions
  • ActiveCampaign: Where you manage sales, CRM, and email campaigns

Track Calendly Bookings After a Purchase

Ensure AnyTrack tracks when someone books a Calendly session after purchasing. Here is how:

1. Create a Custom Field in Your Email Platform: In ActiveCampaign, create a custom field called sfid to store the tracking ID.

2. Pass the Click ID from ClickFunnels to ActiveCampaign: Ensure your ClickFunnels and ActiveCampaign integration passes the click_id from purchase to the sfid field in ActiveCampaign.

3. Update the Calendly Link in Your Emails: Modify the Calendly booking link to include the click_id: https://yourcalendlylink.com?sfid=%click_id%

   When the recipient clicks and books a session, AnyTrack tracks and attributes the booking to the original campaign.

Alternative Approach

Embed Calendly in Your Funnel: Embed the Calendly calendar directly in your funnel pages for automatic booking tracking. For accurate cross-device tracking, include the click_id in URLs sent from email campaigns.

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Note

Email marketing platforms have slight setup variations, but the general process and concept is similar across platforms.

Technical Details

Pass specific parameters through your links to ensure accurate cross-device and cross-platform tracking.

Cross-Device Tracking Parameter

When recipients open and click through on different devices (like mobile), pass the parameter atclid=clickidvalue in email links. The clickidvalue is the unique identifier AnyTrack passes to the ClickFunnels form and then to ActiveCampaign.

https://yourlandingpage.com?atclid=clickidvalue

Direct Calendly Link Parameter

When directing users to your Calendly booking page, use the parameter sfid=clickidvalue. This ensures accurate tracking back to the original click ID.

https://yourcalendlylink.com?sfid=clickidvalue

Implementing these parameters allows AnyTrack to accurately track user actions across devices and attribute conversions to the correct campaigns, giving you clear funnel performance data.

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Note

This guide covers a specific workflow using ClickFunnels and ActiveCampaign. The AutoTag feature can simplify tracking for many Calendly setups by automatically appending the click ID to your links.