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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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | |||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Sharing Options
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:
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Note: To edit a meeting's domain settings, click Customize Your Domain Name.
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Copying Links from Options
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:
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Note: To edit a meeting button's color, click Customize Your Button.
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Copying Buttons from Options
Placing Meeting Content in Landing Pages
To insert a copied link or a copied button into landing pages, do the following:
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Placing Meeting Content in Emails
To directly insert a copied a copied link or a copied button into emails, do the following:
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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:
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Note: Administrators can select meeting links that team members have created.
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Sharing via the Contact Manager
To share a meeting invite email via the Contact Manager, do the following:
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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.
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Adding Meeting Links to Smart Mail
To insert a copied link or a copied button into a personalized Smart Mail, do the following:
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Important: You may only send Smart Mail using a verified domain for the from address.
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Note: You may only send a maximum of 4 attachments with Smart Mail.
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Note: Personalized Smart Mail cannot be saved, but the exact version that was sent can be seen in that contact's Life of the Lead.
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