Gathering lead context with pre-meeting questions

By default, meeting links ask visitors only for an email address. Pre-meeting questions let you collect more context when a visitor books, so your reps can prepare for a more targeted conversation.

Overview

Pre-meeting questions give prospects the option to share more information with your reps ahead of a scheduled call, such as their specific use case. Visitors answer them after they pick a time slot, right before they confirm the booking.

Pre-meeting questions work across Live Booker, direct links, routed links, and meeting landing pages.

Configuring your pre-meeting questions

To set up pre-meeting questions for a specific meeting type, follow these steps:

1. Navigate to Settings → Meetings → Meeting Types.

2. Find and select the specific meeting type you want to configure questions for.

3. Select the Booking Questions tab.

4. Click the Set Up Questions button.

5. Choose a Title for the pre-meeting questions flow.
6. Choose your question type by selecting Text, Picklist, or Visitor Field.

7. Optionally, select whether the question is Required using the checkbox.
8. Enter your preferred text into the Question and Placeholder fields.
9. Configure any specific settings required for your chosen question type, such as defining your picklist values or mapping the specific Qualified visitor field to be populated.
10. Click the + button and repeat steps 6-9 for additional questions, up to 10.
11. When finished, click Save.

All answers provided by the visitor will automatically be included in the body of the calendar invite sent to your representative.

Understanding field types

When creating your questions, you can select from three distinct field types based on how you want to manage and store the incoming information:

• Text: This option creates a field where visitors can type custom answers in the form of words and sentences. This field type remains entirely specific to Qualified and cannot be used to sync data to external systems.

• Picklist: This option allows you to create a field where visitors choose from pre-defined values that you establish. Like the Text type, this field type is specific to Qualified and will not sync to external applications.

• Visitor Field: This option enables you to select fields that are directly connected to the visitor field section of Qualified. Selecting a visitor field allows you to sync captured data directly to externally connected systems like Salesforce or your marketing automation platform, in addition to attaching it to the meeting invite.

Important considerations

To ensure your scheduling and data workflows function smoothly, please keep the following operational behaviors in mind:

• Data enrichment: If you select a visitor field, the field values will not be automatically enriched or prefilled after the visitor provides their email address. Visitors need to answer every question manually, even if they're already a known record in your system.

• Routing rules: Visitors answer pre-meeting questions after routing has run and they've picked a time, so these answers aren't used for routing. To route visitors based on their answers, add questions to the Routing questions section of the same Booking Questions tab. For details, see Configuring pre-routing questions for meeting links.

• Salesforce record creation: To create new records in Salesforce, use a Qualified workflow. We recommend triggering the workflow on Meeting booked or Meeting offered but not booked.