When invitees access your Avoma Scheduler link, they select a day and choose a time slot before being prompted to fill out a form with their details. However, if you already have their information, asking them to fill it out again might not provide the best user experience.
To enhance convenience, you can configure your Avoma Scheduling page to automatically skip asking information that you already may have such as as the invitee's name, email, and other standard fields. This can be done by passing these values through URL parameters when sharing your scheduling link or embedding it on your website.
Here's an example of an Avoma Scheduling page link with the name and email values included in the URL parameters.
https://book.avoma.com/avoma/jasonbourne/be-interview?email=john@acme.com&name=John%20Reese
Steps to Pass Values to Your Avoma Scheduling Page Links via Query Parameters
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Copy the link of the scheduling page you want to share from your Avoma account under Scheduler.
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If your link doesn’t already have a query parameter, add "?" to the end of the link.
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Add the variable name you want to include, followed by the user's information value. For example,
?name=John%20Reese. -
Use "%20" to represent spaces between words. For example,
?name=John%20Reese. -
To add multiple variables, use "&" to separate each additional variable and value pair. For example,
?name=John%20Reese&email=john.reese@acme.com.
Information You Can Add to Your Avoma Scheduler Link
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Name: The value passed in the "name" query parameter will set the full name of the invitee. For example,
name=John%20Reese. -
Email: The value passed in the "email" query parameter will set the email address of the invitee. For example,
email=john@acme.com. -
Company: The value passed in the "company" query parameter will set the company name of the invitee, provided it is configured in the invitee questions. For example,
company=Acme. -
Phone Number: The value passed in the "phone" query parameter will set the phone number of the invitee, provided it is configured in the invitee questions. For example,
phone=+1-603456xxxx. -
Role: The value passed in the "role" query parameter will set the role of the invitee, provided it is configured in the invitee questions.
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Purpose: The value passed in the "purpose" query parameter will set the purpose of the meeting when it syncs into Avoma. The value should match one of the configured purposes in Avoma.
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Booker: The value passed in the "booker" query parameter will set the original booker of the meeting. This should be the email address of the booker or the portion of the booker’s Avoma email address before the '@' symbol. For example,
booker=jason.bourne@avoma.comorbooker=jason.bourne.
Passing Booker Information in Avoma Scheduler Links
Your BDR/SDR team may often want to send scheduling page links to prospects after initial engagement via call, email, or other communication methods, allowing prospects to book meetings themselves. These links should be able to associate the booking with the original SDR/BDR who sourced the prospect.
To facilitate this, Avoma allows passing a URL parameter named “booker” in the scheduling link. The value should be the email address of the booker or the part of the booker’s Avoma email address before the ‘@’ symbol. For example: ?booker=jason.bourne@avoma.com or ?booker=jason.bourne. Note that the booker must have an Avoma account.
Avoma also provides Event Description variables for Booker Name and Booker Email Address, which can be included when configuring the event description in the Avoma Scheduling Page under Event Information > Event Description.
Writing Booker Information to CRM
Avoma can write the booker information to a CRM property against a Contact object in HubSpot and a Lead object in Salesforce. To enable this feature, please contact Avoma support for assistance with the setup process.