Calendly Widget

Hi,

I have the Calendly widget in a form. People are scheduling the Calendly booking but then not submitting the form. How can I ensure they will submit the form?

https://form.jotform.com/251265146732051

Hi Sean,

Thanks for reaching out to Jotform Support. Let me help you with that:

To ensure users submit the form after scheduling with the Calendly widget, you can try the following steps:

1. Make the form submission clear and necessary: Add a clear instruction or message near the Calendly widget explaining that the form must be submitted to complete the process.
2. Use conditional logic or required fields: Set important fields as required and use conditional logic to guide users to complete the form after booking.
3. Customize the thank you page or redirect: After the Calendly booking, redirect users to a thank you page that also reminds them to submit the form if needed.
4. Consider embedding Calendly as a separate step: Instead of embedding Calendly inside the form, you can have users complete the form first and then redirect them to Calendly for scheduling, ensuring form submission happens first.

These steps can help improve the chances that users submit the form after scheduling with Calendly.

Give it a try and let us know how it goes.

How can I do # 3 or # 4 and have the info automatically port to the next form?

Hi Sean,

To customize the thank you page or redirect users after the Calendly booking, you can set up a custom thank you page or redirect URL in your form settings. This will allow you to send users to another page or form after they complete the current one.

For passing information automatically to the next form, you can use URL parameters to prepopulate fields in the next form. This means you can append the data from the first form as query parameters in the redirect URL, and the next form will pick up those values and fill the fields automatically.

Here’s how to do it:

1. Customize Thank You Page or Redirect: In your form's settings, go to the Thank You page section and select the option to redirect to an external URL. Enter the URL of the next form where you want users to go.
2. Pass Data via URL Parameters: Append the form field values as URL parameters to the redirect URL. For example, if your next form has a field named "email," you can add "?email={emailFieldValue}" to the URL. Use the field names from your first form to map the data.
3. Set Up Field Prepopulation: In the next form, make sure the fields are set to accept prepopulated data from the URL parameters. Jotform supports this feature by default for fields that match the parameter names.

This way, users will be redirected after booking, and their information will be carried over to the next form automatically.