Calendly conversion tracking

Some marketing flows are more complex, but it's worth the effort as they allow for greater agility and enhanced data collection. Consider the following scenario: You sell coaching sessions, masterclasses, or other one-on-one services. Your entry offer is a 20-minute session, during which you aim to upsell a high-value ticket.

You advertise your website across various ad platforms, driving people to purchase your entry-level ticket. After they make the initial purchase, you invite them to book a meeting with you. This flow requires seamless integration between your tools to ensure that all steps are tracked and attributed correctly.

Scenario Overview

• Your Offer: A 20-minute coaching session aimed at upselling a higher-value service.
• Marketing Tools:
  • ClickFunnels: Where people sign up and buy your entry-level ticket.
  • Calendly: Where people book their sessions.
  • ActiveCampaign: Where you manage your sales, CRM, and email campaigns.

How to Track Calendly Bookings After a Purchase

In this setup, you need to ensure that AnyTrack can track when someone books a session through Calendly after purchasing the initial product. Here’s how to do it:

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 collected during the purchase to the sfid field in ActiveCampaign.

3. Update the Calendly Link in Your Emails:

   • Modify the Calendly booking link in your email campaigns to include the click_id. The link should be formatted like this: https://yourcalendlylink.com?sifd=%click_id%.

   This ensures that when the recipient clicks the link and books a session, AnyTrack can track and attribute the booking to the original marketing campaign.

Alternative Approach

Embed Calendly in Your Funnel: Embed the Calendly calendar directly in your funnel pages. AnyTrack will automatically track bookings made this way. However, to ensure seamless cross-device tracking, you should still include the click_id in the URLs sent from your email campaigns.

Important Note:

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Warning

Each email marketing platform may have slight variations in setup, but the general process and concept is similar across platforms.

Technical Details

To ensure seamless tracking across devices and platforms, you need to pass specific parameters through your links. Here’s how you can set it up:

Cross-Device Tracking Parameter:

When emailing people, they might open and click through on a different device, such as their mobile phone. To maintain accurate tracking, pass the parameter atclid=clickidvalue in your email links. The clickidvalue is the unique identifier passed by Anytrack to the the ClickFunnels form, which is passed 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 that the booking can be accurately tracked back to the original click ID.

https://yourcalendlylink.com?sfid=clickidvalue

By implementing these parameters, AnyTrack will be able to accurately track user actions across different devices and attribute conversions to the correct marketing campaigns, providing a comprehensive view of your funnel’s effectiveness.