How to Connect Calendly to SegMetrics

SegMetrics allows you to track leads acquired through Calendly, by simply redirecting people who fill out the webform to a thank you page on your site.

Most of the time SegMetrics will track the Calendly information automatically when users input their email address, but if you're having issues due to embedded forms or sending people directly to the Calendly link, the following can help.


Get the SegMetrics Tracking Code

  1. In SegMetrics, go to your Site Setup page from the gear in the top menu, and copy the snippet code.
  2. If you haven't configured your Tracking Code previously, check out the Installing the Tracking Snippet instructions to set up your site correctly.
  3. Create a thank you page on your site to send people to who complete the Calendly registration

Set up the Calendly Event

In order to send booking confirmation data to your redirect page, you'll want to Customize the Event Confirmation Page in your Calendly event. 

  1. In Calendly, click on the event you want to track
  2. Click on Confirmation Page
  3. Set the On Confirmation option to be "Redirect to an external site"
  4. Enter the URL of your thank you page that you made above
  5. Click the checkbox to "Pass event details to your redirected page"
  6. Click Save & Close to save your changes

The following is an example of a URL containing booking confirmation data that is sent to the redirect page:

https://example.com/thank-you?assigned_to=awesome&event_type_uuid=AAAAABBBBCCCCC&event_type_name=Awesome%20Sauce&event_start_time=2020-06-26T15%3A00%3A00%2B10%3A00&event_end_time=2020-06-26T15%3A30%3A00%2B10%3A00&invitee_uuid=BBBBBBBBBBBB&invitee_full_name=Luke&invitee_email=test%40gmail.com

Configure the Thank You Page

Finally, we want to set up your thank you page so that it will pass that email address back into SegMetrics.

On your landing page, you'll want to add the following code, in the footer:

<script>
setTimeout(function(){_segq.push(['optin', {email: SegMet.queryVal('invitee_email') }]);}, 1000);
</script>

Congratulations, SegMetrics is now set up to track leads for Calendly!

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