ScheduleOnce

SegMetrics tracks leads from ScheduleOnce by redirecting booking completions to a thank you page on your website with the SegMetrics tracking pixel installed. This setup captures booking confirmation data for lead attribution and tracking.

How ScheduleOnce Tracking Works

SegMetrics tracks ScheduleOnce leads through a redirect process where booking confirmation data is passed to your thank you page. The tracking pixel on your page captures this information and attributes the lead to the appropriate traffic source or campaign.

This method requires configuration in both SegMetrics (tracking pixel) and ScheduleOnce (automatic redirect settings).

Step 1: Install SegMetrics Tracking

Set up the tracking infrastructure on your website:

1. In SegMetrics, navigate to Site Setup from the gear menu
2. Copy your tracking pixel code
3. Install the pixel on your website following the Installing the Tracking Pixel guide
4. Create a dedicated thank you page for ScheduleOnce bookings

This thank you page will receive booking confirmation data and trigger the SegMetrics tracking.

Step 2: Configure ScheduleOnce Automatic Redirect

Enable automatic redirect in your ScheduleOnce booking page to send confirmation data:

1. In ScheduleOnce, navigate to your Event type or Booking page settings
2. Find the Booking form and redirect section
3. Turn Automatic redirect to ON
4. Enter your thank you page URL in the redirect field
5. Check "Send booking confirmation data to redirect page"
6. Apply these settings to your booking page

For detailed instructions, refer to ScheduleOnce's automatic redirect documentation.

Understanding the Data Flow

When someone completes a booking, ScheduleOnce redirects them to your thank you page with booking data in the URL parameters.

Example booking confirmation URL:

http://www.example.com/?Name=John%20Smith&Email=johnsmith@example.com&subject=Example%20Subject&company=Example%20Company&phone=1-2025550195&note=I%20look%20forward%20to%20the%20meeting.&bookingPage=financial&creationTime=2018-04-25T05:08:18.843Z&meetingTime=2018-04-25T10:45:00.000Z&timeZone=Eastern%20time&utcOffset=-5

Automatic Lead Capture

Once the redirect is configured, SegMetrics will automatically:

1. Detect the booking confirmation when users land on your thank you page
2. Extract contact information from the URL parameters
3. Create or update the contact in SegMetrics
4. Attribute the lead to the traffic source that originally brought them to ScheduleOnce
5. Track the booking as a conversion event

No additional code or manual intervention is required once the setup is complete.

Testing Your Integration

Verify the tracking works correctly:

1. Book a test appointment using your ScheduleOnce page
2. Confirm the redirect takes you to your thank you page
3. Check the URL contains booking confirmation parameters
4. Verify in SegMetrics that the lead appears in your contacts within a few minutes
5. Review attribution to ensure the lead is properly connected to its traffic source

Frequently Asked Questions

Q: Do I need to add any code to my thank you page?

A: No additional code is needed beyond the standard SegMetrics tracking pixel. The pixel automatically captures the booking confirmation data from the URL parameters.

Q: What if someone books but doesn't complete the redirect?

A: If the redirect doesn't complete (browser closed, connection issues, etc.), SegMetrics won't capture that lead. This is why reliable redirect setup is important.

Q: Can I customize which booking data gets sent to SegMetrics?

A: The data sent is determined by ScheduleOnce's automatic redirect feature. You can't customize which parameters are included, but SegMetrics will capture all available information.

Q: How quickly do ScheduleOnce leads appear in SegMetrics?

A: Leads typically appear within a few minutes of completing the booking, assuming the redirect and tracking work properly.

Q: Can I track bookings from multiple ScheduleOnce pages?

A: Yes, you can use the same thank you page for multiple booking pages, or create separate thank you pages for different event types. Each booking page needs the automatic redirect configured individually.

Q: What happens if the thank you page doesn't have the tracking pixel?

A: Without the tracking pixel on your thank you page, SegMetrics cannot capture the booking confirmation data, and the lead won't be tracked.

For additional technical details, see ScheduleOnce's developer documentation on redirecting booking confirmation data.