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Meeting Scheduling with Chili Piper Follow

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Giuliana Mariani
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Scheduling meetings with guests is a cumbersome and often manual process. Searching for the best time results in sharing multiple potential timeslots back and forth. Schedule meetings with Chili Piper's integration with Splash to embed forms and direct calendar booking links to in-person or virtual event pages. Chili Piper exposes calendars directly within your Splash page and with Concierge where you can add complex rules to ensure you get the right people in the room.

You can set up:

See the Chili Piper help center for more information about meeting types.

License.png This feature is available to Pro and Enterprise plans
Role.png Roles available: Admin, Integrations Specialist (with view/edit permissions), and Creative Specialists (with view/edit/add permissions)
Beta.png

This feature is in Beta

How the integration works

The integration allows you to embed Chili Piper on a Splash event page to book meetings. Event attendees can then schedule a meeting with the event organizer.

The types of methods for meetings

Concierge Router: Use the provided information to choose the right person. This can use data from the CRM to assign a person based on things like company, region, or account status. An example would be a customer getting their CX person when booking time.

Direct Booking Link: Direct booking places a link to an individual’s calendar directly on the page to book with that person.

Queue LInk: Select a time and get assigned to someone based on simple rules set up in Chili Piper (like round-robin).

Set up the integration

The setup of the ChiliPiper integration consists of two parts: configuring the ChiliPiper integration in your Splash organization and adding the meeting scheduling block to your event page.

Before you begin

To set up the integration, you’ll need the following:

  • A role in Splash that can create and modify events.
  • Integration access in Splash.
  • A domain ID from Chili Piper. This is in your URL at https://[domain].chilipiper.com.

Get set up in Splash

  1. While logged into your Splash account, select Integrations in the left-hand navigation panel.
  2. Click the New Integration button.
  3. Click Choose under the Chili Piper integration option.
    The Chili Piper configuration screen will automatically open.
  4. Enter your organization’s domain from Chili Piper. This is included in your URL at https://[domain].chilipiper.com.
    CPintegration.png

  5. Click Save and then enable (turn ON) the integration.

    Once set up you can start adding the meeting scheduler to events.

Add the meeting scheduling to an event

  1. Create your event in Splash or go to an existing event.
  2. Open the Event Page touchpoint.
  3. Go to the block where you’d like to add the meeting scheduling.
  4. Hover over the bottom and click the + (plus sign) to add a block.
    AddBlockChiliPiper.png
  5. In the resulting pop-up screen, scroll down and select the Building Blocks option.
  6. Select the Empty Block option and select Add to page to place the new block on the page.

  7. Select the + (plus) in the new block.

  8. Select Elements in the resulting pop-up screen.
  9. Select Meeting Scheduler.
  10. Select Chili Piper as the provider.
  11. Select the method for the calendar and add the valid name from your Chili Piper account.
  12. Click Save.

Once added to the event, attendees will see the meeting scheduler on the event page and can book a meeting time.

chilipiperMeet.png

You can track meetings and monitor activity in your Chili Piper dashboard.

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