Sharing Meetings

You can share your created meeting types and showcase your calendar schedule. Meetings can be shared on emails or landing pages as either direct links or buttons.

This article will detail how to share meetings you have created.

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Article Contents

• Sharing Options
• Copying Meeting Links
• Copying Meeting Buttons
• Placing Meeting Content in Landing Pages
• Placing Meeting Content in Emails
• Inserting Meeting Links in Emails 
• Sharing via the Contact Manager 
• Adding Meeting Links to Smart Mail

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Landing Pages

Email

Contacts

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Sharing Options

You can share created meetings. There are two shared meeting options:

• A general-purpose URL that you can link to
• A button that you can place in emails or on landing pages

In practice, these options do the same thing. URLs can be placed as a hyperlink in just about any kind of content. Buttons offer a more distinct and visual way for users to interact with your meeting calendar.

Copying Meeting Links

You can copy meeting links from a meeting's settings page or its associated options.

Copying Links from Settings

To copy the URL of a created meeting template, do the following:

1. Click Sales > Meetings in the left toolbar.
   
   

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2. Click    Options > Edit next to the desired meeting.
   
   

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3. Click the Link tab in the Share Your Meeting section.
4. Click Copy Link.
   
   

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Note: To edit a meeting's domain settings, click Customize Your Domain Name.

Copying Links from Options

Alternately, you can copy the meeting link without viewing domain settings. To quickly copy a meeting link, do the following:

1. Click Sales > Meetings in the left toolbar.

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2. Click    Options > Copy Meeting Link next to the desired meeting. 
   
   

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Copying Meeting Buttons

You can copy meeting buttons from a meeting's settings page or its associated options.

Copying Buttons from Settings

To copy a button linking to a created meeting template, do the following:

1. Click Sales > Meetings in the left toolbar.

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2. Click    Options > Edit next to the desired meeting.
   
   

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3. Click the Button tab in the Share Your Meeting section.
4. Click Copy Button.
   
   

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Note: To edit a meeting button's color, click Customize Your Button.

Copying Buttons from Options

Alternately, you can copy the meeting button without viewing settings. To quickly copy a meeting button, do the following:

1. Click Sales > Meetings in the left toolbar. 

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2. Click    Options > Copy Meeting Button next to the desired meeting.
   
   

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Placing Meeting Content in Landing Pages

To insert a copied link or a copied button into landing pages, do the following:

1. Click Landing Pages in the left toolbar.
2. Create or edit a landing page.
3. Click into an added text element.
4. Place the cursor where the created meeting content will go.
5. Paste the meeting content.
6. Click Publish.

Placing Meeting Content in Emails

To directly insert a copied a copied link or a copied button into emails, do the following:

1. Click Email in the left toolbar.
2. Create or edit an email.
3. Click into an added text element.
4. Place the cursor where the meeting content will go.
5. Paste the meeting content.
6. Click Save.

You can use a pasted meeting link's URL in custom buttons. For more information on creating custom buttons in emails, refer to Adding Buttons to Emails.

Inserting Meeting Links in Emails

To insert a meeting link into emails, do the following:

1. Click Email in the left toolbar.
2. Create or edit an email.
3. Click into an added text element.
4. Place the cursor where the created meeting link will go.
5. Click    Insert > Meeting Link in the Email Content Editor toolbar.
6. Select the desired created meeting link.
7. Click Save.

Note: Administrators can select meeting links that team members have created.

Sharing via the Contact Manager

To share a meeting invite email via the Contact Manager, do the following:

1. Click Contacts in the left toolbar.
   
2. Click the desired lead.
3. Click    Book Time. 

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4. Select Meeting Invitation Smart Mail.
5. Click one of the following:
   • Quick Send: Immediately send the Smart Mail.
   • Personalize: Modify the Smart Mail's content Smart-Mail and send it at a specific date and time.
   

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Note: The Meeting Invitation Smart Mail is automatically generated if it is not present already. The email cannot be edited and will be hidden from other sending lists.

Adding Meeting Links to Smart Mail

To insert a copied link or a copied button into a personalized Smart Mail, do the following:

1. Click Contacts in the left toolbar.
   
2. Click    Options > Send Smart Mail next to the desired lead.

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3. Select the desired email to send.
4. Click Personalize... Modify the email content as desired. 

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5. Insert the mouse cursor where the created meeting link or button will go. Click    Insert Meeting Link in the Email Content Editor toolbar.
6. Hover over the desired created meeting. Select either Link or Button.
7. Click Schedule Email.
   
   

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8. Choose between sending as soon as possible or at a specific date and time.
9. Click Send Email. 

Important: You may only send Smart Mail using a verified domain for the from address.

Note: You may only send a maximum of 4 attachments with Smart Mail. Personalized Smart Mail cannot be saved, but the exact version that was sent can be seen in that contact's Life of the Lead.