Many companies we work with utilize Calendly as their scheduling provider. It's a handy tool for setting up appointments with future clients, but how do you get Calendly submissions into GA4 and, ultimately, Google Ads?
Setting Up Calendly
The most important thing you want to do when setting up your Calendly is make sure you have routing set up. We are all in business, many of us in the B2B industry. Form submissions from Gmail or Yahoo are great in B2C but won't cut it for B2B, which is where Calendly is primarily used.
Once logged in, choose Routing on the left-hand side, and then at the top, choose "New Routing Form". Choose the Logic tab at the top. Within the If statement, filter out domains such as gmail.com, yahoo.com, hotmail.com, and aol.com. Provide pop-up text such as "No appointments available at this time". In all other cases, send customers to a thank you page on your website, such as /thank-you. It's essential to send them to a page on the website and not a pop-up as a pop-up will be much more difficult to track. Publish your new Calendly and install the provided code on your website on the necessary pages such as Contact Us.
Now that this has all been set up we can set up getting Calendly submissions into GA4.
Setting Up Calendly Submissions in GA4
Depending on where you send your Calendly submissions will determine how to set this up. If you want to track Calendly submissions separately in GA4 from perhaps a Contact Us form, then send submissions to a page like /calendly-thank-you. In our opinion, a form submission is a form submission and does not need to be separated out.
Now, we highly suggest setting this up in Google Tag Manager, which we hope you've already installed on your website to keep your website fast and for ease of installing code and events. Ensure you have one tag dedicated to your GA4 Measurement ID setup in Google Tag Manager. The second Tag will be dedicated to the form submission event. You'll reference the GA4 Measurement ID and name the event "Form Submission" or "Calendly Submission," depending on what you decide from our earlier discussion. For the trigger, choose "New" and add a new trigger, choosing pageview as the option. Choose some pages and page URLs, inserting the URL you sent to the submissions. Publish these changes, and this should start getting Calendly submissions into GA4.
Optimizing Google Ads for Calendly Submissions
So we have good data by routing form submissions in Calendly, events firing in GA4 from the Calendly submissions, and a plan to start getting lots of Calendly submissions.
First, we need to convert Calendly Submissions in GA4 into Key Events. This is pretty straightforward. Look at Reports on the left side of GA4. Make sure that the Life Cycle is turned on. If not, click on Library at the bottom, find Life Cycle, click on the three dots, and click Publish.
Once you can see the Life Cycle, click the drop-down Engagement and then choose Events. Click on the three dots next to "Calendly Submission," however, you named it in Google Tag Manager and select Key Event.
Now that Calendly Submission is a Key Event we can go to Google Ads and follow the steps of Setting Up Google Ads Conversions Using GA4.
Conclusion
We hope that this information on getting Calendly submissions into GA4 was helpful. If you have any questions, please feel free to reach out. If you're curious about how well you're doing online, take our Traffic Success Roadmap to see how well your website is doing.
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