Before you begin integrating Calendly, ensure you're aware of the LeadJig user account housing the campaigns. This step is crucial. Failure to complete it accurately will result in the Calendly page not appearing on the intended landing pages. Confirm you're using the correct account by navigating to a current or recent campaign. Once there, click on the name listed beneath the campaign name.
Once you click on this name, you'll be directed to the appropriate preferences necessary to finalize the integration. Next, locate and select the "Integrations" tab.
Once you've clicked on the "Integrations" tab, scroll down the page until you spot the Calendly box. Then, click on "Activate" to proceed.
From there you'll be prompted to log in to your Calendly account. Alternatively, if you haven't created one yet, you'll have the option to do so directly from that window.
Once you've logged into your account, you'll briefly encounter this loading page.
After you logged in you will be prompted with the steps to complete the integration.
The initial step is to choose the event type available in your Calendly account. If you haven't created an event type in Calendly yet, please navigate to your Calendly account and create one.
Please choose your event type from the dropdown menu.
Once you've selected your event type, please click on the hyperlink in "Step 3."
This will redirect you to your Calendly account.
Find the event type you selected in "Step 2" within the LeadJig Calendly settings.
Then, click on the small 3 dot icon next to the event type.
Then you want to click on "Edit".
After clicking on "Edit," the click on the "More options".
From there, you'll want to select "Booking page options."
The "Booking page options" will open.
In the "Booking Page options" dropdown, go to the Time Zone Display section and change the selected option to "Lock the time zone (best for in-person events)".
Then go to the "Invitee form" dropdown.
The "Invitee form" will open.
Once in the "Invitee form" dropdown, under the "Invitee details" section, click on the dropdown and select the "First Name, Last Name, Email" option.
After that selection was made click "Save changes".
Now, return to the LeadJig tab. If you don't see the "Calendly Integration Set-Up" window when you return to the LeadJig tab, click on the "Settings" button within the Calendly box.
Next, click on the "Start Test" button.
Test your set-up by creating an appointment there. Results may take a few minutes to process. (A test appointment will be created in Calendly but not in LeadJig. It can be deleted.)
If Calendly doesn't activate immediately, please allow a few minutes for the integration to complete as it should activate shortly.
Once the status displays as "Activated," LeadJig is fully integrated with your Calendly.
Before closing the "Calendly Integration Set-Up" window, please remember to click the "Done Testing" button.
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If you are missing the "Click to schedule an appointment" on your landing page
Please click here to access an article detailing how to enable that button.
