Long story short – is anyone trying to use the session scheduler in a lead form embedded on your website, with a custom-written email template response (with session details populated)? How are you managing the need to collect info from the lead form and book a call without having to manually manage it?
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Does anyone have a workflow or workaround for a situation similar to this:
• I set up a session on the scheduler that is a free 20-min “meet and greet” on zoom.
• I then used this session within a lead form so that I could embed this lead form in my website.
• What I want is for someone on my website to be able to book a 20-minute call through the scheduler in the lead form all in one place in one step, then to auto-send them a custom confirmation email (using my brand language but otherwise a templated email) with all of the details. I’d also like to auto-send reminder emails 1 day and 30 min before the session.
It would appear that I can’t customize the email response through the lead form, and if I tried triggering an automation to send the confirmation email template I can’t auto-populate the session details (time, date, zoom link), I have to manually enter it (so why bother with an automation if at step 1 I have to manually update it and it can’t be sent immediately?).
On the session set-up page you CAN customize a confirmation message, but it only goes out if someone books through a link directly to the scheduler not the lead form, so it isn’t capturing the rest of the lead form info (I don’t see a place to add fields to collect name, business info, contact details, and a couple of short answer questions in the session scheduler set-up).
When I tested this form I got a confirmation that sort of matches part of the session scheduler info — the place where I inserted instructions shows up, but not the confirmation text I wrote. Nothing went out that matches the un-customized canned email associated with the lead form.
I’m so confused about how to use the schedule with a lead form in a way that allows me to customize a response. This seems so simple and obvious that if I can customize a confirmation message in the session set-up that I could do so in the lead form as well.
