We frequently receive questions like, "How can I prompt users to book a meeting by displaying a scheduling calendar as a pop-up immediately after they submit a form, without redirecting them to another page?"
In Jicoo, you can build a seamless scheduling flow using the following three methods, depending on your current environment and the customer experience you want to provide.
1. Using Jicoo Form's "Route Logic" (Pop-ups based on responses)
By setting up the "Route Logic" available in Jicoo's form feature, you can make the booking page pop up after the form is successfully submitted. You can also set up branching logic to display different calendars based on the answers provided by the user.
Use Cases:
Seamlessly pop up a meeting calendar with a sales representative immediately after a user completes an inquiry or document request form.
Display the booking calendar only to high-intent leads who meet specific criteria, such as a certain "Number of Employees" or "Job Title."
Setup Tips:
From the form edit screen, navigate to the "Route" tab, and set up your "Conditions" and "Actions" (select "Display Booking Page").
For detailed setup instructions:
2. Integrating with Salesforce Account Engagement (formerly Pardot) Forms
If you are already using Salesforce Account Engagement (Pardot) forms on your website, integrating them with Jicoo allows you to display a booking page as a pop-up upon form submission.
Use Cases:
Add a Jicoo booking calendar as a completion action while keeping your current Pardot form settings and routing intact.
Automate the scheduling process while simultaneously syncing the information captured via the form directly to Salesforce.
Setup Tips:
This is implemented by generating a dedicated script in Jicoo and embedding it into the "Thank You Code" (or completion section) of your Account Engagement form.
For detailed setup instructions:
3. Embedding the Booking Calendar Directly into a Jicoo Form
While this method does not use a pop-up, you can embed a scheduling calendar directly inside a Jicoo form. This allows you to prompt customers to select a date and time as one of the standard form input fields.
Use Cases:
For forms where scheduling is the primary goal (e.g., "Request a Free Consultation"), allow customers to complete their basic information input and select a date on a single screen.
Provide the most straightforward booking experience possible by eliminating page transitions and pop-ups entirely.
Setup Tips:
When adding fields to your Jicoo form, select the "Booking Page" item and link the specific scheduling page you want to display.
For detailed setup instructions:
Summary: Which method should you choose?
Please consider the best method for your current operational setup and your ideal user journey.
Goal | Recommended Method |
Complete everything within Jicoo and display different calendars based on user responses | 1. Use Route Logic |
Show a calendar on the completion screen of an existing Pardot form | 2. Integrate with Salesforce AE Forms |
Eliminate transitions/pop-ups and complete both info input and scheduling on a single screen | 3. Embed Directly into the Form |