Zingtree Tags: scheduler tools

Using Decision Trees for Smart Scheduling with Calendly

One of the process issues we’ve faced as a company is the amount of time it takes to coordinate scheduling online demos for prospective new customers. If only there was a way to intelligently gather background information from each prospective customer, and then route the requests to the proper team… oh, wait! Zingtree can do that.

If you request a demo from our Contact Us page, you’ll launch a decision tree that determines what sort of customer you are, gathers relevant background information, and then opens a scheduler built with Calendly for the relevant team.

Calendly is really well designed, and about as easy to use as possible. You can set up individuals or teams, and Calendly accesses their Outlook or Google calendars so that the available times are shown for each person or group. Rather than having a ton of back-and-forth with every party involved, our customers can quickly see when we are available, and pick a time that works with their schedule.

Calendly also lets you pre-fill custom forms used in the scheduling process. So besides name and email, we create a backgrounder using Zingtree data entry fields and button click variables for each meeting request.  Our calendar entries include something like this:

name: Joe Customer
company: Acme Widgets
email: joe@acme.com
website: acme.com
Use_Case: Internal & External
Agents: up to 10
integrations: Zendesk
data_transfer: Send from Zingtree to another App
features: how to create trees
business: We manufacture widgets
how_help: save time in support

Not only do we make it convenient for the customer to provide this information to us, but also this helps us prepare properly for each meeting.

You can see how this scheduling decision tree is built here. Or…

 

 

Can you use this sort of system in your business? Let us know what you think! (And maybe even schedule a demo.)