To successfully track activity of your Calendly scheduling software, you will first need to set up your Trackdesk account by following the instructions in your account's "Quick setup guide". Then configure tracking for clicks and Calendly events by following the guide below.
As with other integrations, you’ll need to add the Click Script to your website’s landing page. Here’s the script:
<!-- Trackdesk tracker begin -->
<script async src="//cdn.trackdesk.com/tracking.js"></script>
<script>
(function(t,d,k){(t[k]=t[k]||[]).push(d);t[d]=t[d]||t[k].f||function(){(t[d].q=t[d].q||[]).push(arguments)}})(window,"trackdesk","TrackdeskObject");
trackdesk("YOUR_TENANT_ID", "click");
</script>
<!-- Trackdesk tracker end -->
For more information follow our guide in the "Install Tracking Script (Click script) On Your Website" article.
Create a Dedicated Thank You Page for Calendly
You will need to create a thank you page directly on your website. This is where visitors should be redirected after they complete a Calendly booking.
Calendly settings
In the Calendly admin dashboard, you will need to set up redirection to this Calendly dedicated thank you page and at the same time you will need to turn on “Passing event details”. Step-by-step guide on how to redirect after a booking in Calendly is saved, is in the Calendly Help Center here, pay particular attention to Step 5.
Help script to capture user email with external CID
To track the visitor’s email as an external CID, add the following script to your Calendly thank you page:
<!-- Trackdesk tracker begin -->
<script async src="//cdn.trackdesk.com/tracking.js"></script>
<script>
(function(t,d,k){(t[k]=t[k]||[]).push(d);t[d]=t[d]||t[k].f||function(){(t[d].q=t[d].q||[]).push(arguments)}})(window,"trackdesk","TrackdeskObject");
trackdesk("YOUR_TENANT_ID", "externalCid", {
"externalCid": {queryParam: "invitee_email"},
"revenueOriginId": "YOUR_REVENUE_ORIGIN_ID"
});
</script>
<!-- Trackdesk tracker end -->
Make sure to replace YOUR_TENANT_ID with your actual tenant ID, which can be found on the settings main page in the upper right corner under the "Your Trackdesk identifiers" button.
Make sure to replace YOUR_REVENUE_ORIGIN_ID with your Revenue Origin ID, which can be found on the settings main page in the upper right corner under the "Your Trackdesk identifiers" button.
There are more integrations you can set up thanks to the captured email in the External CID field, for example Stripe Integration via Customer Email, Zapier or individual custom integration.
Optional: Gather information with Lead conversions
Calendly as is can be used to track a Lead type of conversions. To track Lead type conversions, add following script on Calendly thank you page.
<!-- Trackdesk tracker begin -->
<script async src="//cdn.trackdesk.com/tracking.js"></script>
<script>
(function(t,d,k){(t[k]=t[k]||[]).push(d);t[d]=t[d]||t[k].f||function(){(t[d].q=t[d].q||[]).push(arguments)}})(window,"trackdesk","TrackdeskObject");
trackdesk("YOUR_TENANT_ID", "conversion", {
"conversionType": "lead",
"customParams": {
"advS1": {queryParam: "invitee_email"}
}
});
</script>
<!-- Trackdesk tracker end -->
Make sure to replace YOUR_TENANT_ID with your actual tenant ID, which can be found on the settings main page in the upper right corner under the "Your Trackdesk identifiers" button.
Both the external CID script and the lead conversion script should be placed on the same thank you page.
Testing of the integration
For each test, we recommend a new anonymous window to clear the stored information. You can also simulate a new user for a clean test by other means, such as a different device, browser, and so on.
To conduct a test you will:
Copy a tracking link (as an affiliate would) from the offer's Affiliate Tracking section.
Paste the tracking link into your browser’s address bar.
This generates a click, which will appear in the Clicks report.
Fill in the Calendly form to reach the thank you page.
The email will now be added to the click record under the External CID column.
If the lead conversion script is also present, a lead conversion will be recorded and attributed to that same click.