Enabling the Site Concierge Meetings App

The Site Concierge Meeting app will allow a visiting customer who matches an ideal customer profile to book a meeting. Your ideal customer profile are those who match your target profiles based on Prospector's account fit scoring.  For further details on the account fit score, check out our Drift Prospector help doc.

To enable the Site Concierge Meetings app, start by navigating to the Playbooks tab > Site Concierge > Meeting Booking.



On this page you’ll want to click the button on the upper right hand side of the screen to enable or disable the ability to book meetings through Site Concierge.



Once you enable the App, the ability to book a meeting will display you can use the first drop down to select the routing rules that Site Concierge will use to drop calendars. The second drop down is used to select the type of meeting that will be booked through site concierge. Click save once you’ve made your selections and you will be all set. For more information on setting up meetings, please see the Setting Up Meetings With Drift help doc.
 

The Meetings App will be shown on all pages of your site by default. Click on "all pages" to change the display settings for the Meetings App. You can select from:

• Show on all pages - The Meetings App will show on all URLs of your site.

• Include on pages - The Meetings App will show only on the URLs you list here.

• Exclude on pages - The Meetings App will show on all URLs of your site excluding the ones you list here.

 

Booking a Meeting

The Meetings App will show if a site visitor fits your ideal customer profile. For more information on setting up your ideal customer profile, check out our Drift Prospector doc. When booking a meeting through Site Concierge you will be shown a calendar. Use the arrows at the top to select the month you want to book your meeting for. You can click on the day you want to book your meeting and below the calendar you can select an available time as well as select your timezone. Scroll down to see the Show more times button to see more available time slots.

Once you’ve made your selections, scroll down and click the Book meeting button.
 

On the next page you will be prompted to enter your email address to complete booking your meeting. Click Complete booking once you’ve entered your email address.



Once you’ve finished booking your meeting you will be brought to the confirmation page. From here you can reschedule or cancel your meeting if you need to.

Site Concierge Meetings Reporting

You can find metrics regarding your Site Concierge booked Meetings by navigating to Reports > Site Concierge> Meeting booking.

Here you can find Meeting outcomes (Breakdowns by source.) Recently Booked (Who booked a meeting most recently and it’s with, along with the Company of the person attending, when it was booked, when it’s booked for, and the source and status of the meeting.