Calendly Setup Instructions
1. Install Comet Pixel in your funnel
Navigate to the Events Manager in your Cometly account.
Go to 'Space Settings' > click the blue button on the right called 'Events Manager'.
Install the Cometly Pixel Code before the </head> tag on every page of your funnel.
For Cometly to accurately track, the Calendly scheduling form must be embedded on the web page.
2. Activate Calendly in Cometly
Navigate to the Integrations page in Space Settings and choose Calendly as your integration:
Click Activate Calendly
3. Configure Calendly event type
Inside Calendly, navigate to the event type that is embedded on the landing page in your funnel.
Click on the Confirmation Page
Click Redirect to an external site
Enter in your thank you page that you want the prospect to redirect to after successfully booking a meeting.
Ensure you have the checkbox checked for 'Pass event details to your redirected page'.
Click Save & Close
4. Setup UTM parameters on your ads
Click the button below for instructions on setting up UTM parameters on your ads.
5. Import your existing ad campaigns into Cometly
The Import Campaigns page is a tool that allows Cometly to track existing campaigns that were created before you had Cometly. Cometly cannot track retroactively, so all metrics will be tracked starting at the moment that you turn tracking “ON”.