Calendly

Calendly makes it easy to pass a referral's information back to Referral Rock at the point of referral capture and/or for referral status updates. For this integration you will need the following:

  • Calendly Pro account
  • Your own thank-you or confirmation landing page (external from Calendly)

In Calendly

  1. Log in to Calendly and Edit the event type you'd like to integrate
  2. Under Confirmation Page, select Redirect to an external site
  3. Enter your thank-you/confirmation landing page URL. Calendly will automatically send parameters to this URL when they are redirected after booking an event
For additional assistance, please reference Calendly's help article on setting up a redirect: here

On your Thank-You/Confirmation Landing Page

Depending on your use-case, you may want to use our Conversion Script to capture referrals or our Referral Update Script to update the status of a Referral. An example use case for the Referral Update is when you would like to move an existing referral to Qualified or Approved upon a booked event, such as a consultation or demo.

Referral Conversion (Capture)

The following script grabs the information passed over the URL and sends it to Referral Rock, adding a new Referral.

  1. In Referral Rock, navigate to Settings > Integrations and select Conversion Script under Conversion Tracking or click here.
  2. Select Script Type > Detailed
  3. Copy and adjust the script using the _param_name fields, setting the value of each _param_name to the name of the URL parameter Calendly created. A list of Calendly's URL parameter names are listed here.
    1. Example Script which sends First Name, Last Name, and Email Address to Referral Rock:
      <script type="text/javascript">
      window.rrSpace = (
      rrSettingsConversion = {
      debug: "false",
      parameters: {
      email_param_name: "
      invitee_email",
      firstname_param_name: "
      invitee_first_name",
      lastname_param_name: "
      invitee_last_name"
      }
      }
      );
      (function (f, r, n, d, b, y) { b = f.createElement(r), y = f.getElementsByTagName(r)[0]; b.async = 1; b.src = n; b.id = 'RR_DIVID'; y.parentNode.insertBefore(b, y); })(document, 'script', '//example.referralrock.com/webpixel/beta/universalv03.js');
      </script>
The above script cannot be copied and pasted on to your site. You must replace "example" with your unique value which can be found in Referral Rock's Conversion Script.
  1. Place the JavaScript on your thank-you/confirmation site page before the closing </body> tag. Each website platform offers different ways to perform this.

Referral Update

The following script grabs the information passed over the URL and sends it to Referral Rock, updating an existing Referral.

  1. In Referral Rock, navigate to Settings > Integrations and select Referral Update Script under Referral Update or click here.
  2. Select Script Type > Detailed
  3. Copy and adjust the script using the _param_name fields, setting the value of each _param_name to the name of the URL parameter Calendly created. A list of Calendly's URL parameter names are listed here.
    1. Example Script which sends uses an Email Address to find the referral and update their status to Approved:
      <script type="text/javascript">
      window.rrSpace = (
      rrSettingsReferralUpdate = {
      debug: "false",
      parameters: {
      referralkey_email_param_name: "invitee_email",
      status: "approved"
      }
      }
      );
      (function (f, r, n, d, b, y) { b = f.createElement(r), y = f.getElementsByTagName(r)[0]; b.async = 1; b.src = n; b.id = 'RR_DIVID'; y.parentNode.insertBefore(b, y); })(document, 'script', '//example.referralrock.com/webpixel/beta/universalv03.js');
      </script>
The above script cannot be copied and pasted on to your site. You must replace "example" with your unique value which can be found in Referral Rock's Referral Update Script.
  1. Place the JavaScript on your thank-you/confirmation site page before the closing </body> tag. Each website platform offers different ways to perform this.


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