Instant Appointment Booker Campaign

Transcription

1 Template Worksheet for: Instant Appointment Booker Campaign Overview What does this machine do? Set up a virtual assistant that automatically books your appointments for you and adds them right to your Google calendar while at the same time automatically join them to an Instant Customer Follow up campaign. With this machine you can: Schedule free or paid consulting calls Prospects get notified via: Mobile Text Voic Gather useful prospect data so you can make sure their qualified You can offer appointment booking on: Website (optimized for mobile version) signature Text Messages Instant Customer - Instant Appointment Booker [ 1]

2 Web Pages Built The following web pages are created for you using the Instant Appointment Booker template: Squeeze Page Booking Page Instant Customer - Instant Appointment Booker [ 2]

3 Responsive Webpages All Instant Customer Reinvention campaign templates utilize responsive webpages. The simple explanation is that a responsive website is coded to format perfectly to the device you are viewing it on, specifically mobile devices. As you may have noticed about 90% of all websites are not optimized for for viewing on a tablet or smartphone. The visitor experience is so poor that conversion rates on mobile devices with non-optimized websites are very low. You also often run into issues displaying video content on a not-optimized site. With 22% of all web traffic taking place on a mobile device it is imperative that your site is optimized for effective viewing. This template will display correct and beautifully on desktop computers, laptops, smartphones and tablets. What kind of autoresponders are included in this template? There are a total of 4 autoresponders that will send a confirmation to the subscriber and if the is not present it will send a text message asking for it. To complete your promise to your subscribers an will be sent delivering their bonus for opting in. You can additional messages as you see fit. Instant Customer - Instant Appointment Booker [ 3]

4 Setup Time How long will this template take to set up? Once you complete this worksheet and make sure you ve completed the assets needed for this machine (i.e. videos, photos, etc.), it should only take you about 5 to 10 minutes to complete the template wizard inside InstantCustomer. What is the difference between using the Custom Setup and the Express Setup wizards inside Instant Customer? With the EXPRESS SETUP, we limited the questions we ask you to the bare minimum to gather the details that we need to build your campaign. We use much of the info that you have already provided in your Profile and Preferences to fill in the blanks. The CUSTOM SETUP basically lets you edit the Profile and Preferences info we had previously saved for you.this option is helpful if you are setting up a campaign for someone else and don t want to use YOUR info. Instant Customer - Instant Appointment Booker [ 4]

5 Getting Started Step 1 - Setup your Google Scheduling Calendar In your Google account create a scheduling calendar that will be used to track all of your appointments. Step 2 - Setup your Appointlet Account If you don t already have an Appointlet account you can set one up for free by going to: GO Instant Customer - Instant Appointment Booker [ 5]

6 Appointlet has accounts priced from FREE to $50 a month depending on the size of your team. The free version is a good place to start. Once you ve signed up for an account you will need to complete the following in Appointlet before you can start your Instant Customer template wizard: Define your service This could be a free consultation or paid coaching Instant Customer - Instant Appointment Booker [ 6]

7 Setup a staff member (this could be just for you) Set the work hours Attach a service Attach a Google Scheduling Calendar #2: LINK YOUR GOOGLE CALENDAR #1: CREATE A NEW STAFF MEMBER Instant Customer - Instant Appointment Booker [ 7]

8 Locate the embed code This is found under the Install module #1: CLICK ON INSTALL TO ACCESS THE EMBED CODE Copy the embed code Select the button color your would like to use Copy the embed copy for later use in the template wizard Your button embed code Instant Customer - Instant Appointment Booker [ 8]

9 INSTANT CUSTOMER SETUP Like a great recipe, we need to first gather all of the ingredients. In this case ingredients are media files and your text copy. This next section of the worksheet will focus on your media files. Step 1 - Gathering Your Media You will need to upload the following to your media center: Header image This image will be placed in the header of all of your pages. The maximum width is 800 pixels Consultant / Coach Photo pages. This image will be placed in the about us section of all of your The maximum width is 200 pixels Instant Customer - Instant Appointment Booker [ 9]

10 Step 2 - Uploading Your Media Uploading files is a simple process that you will use often while working with Instant Customer. At the top of your admin page you ll see four sections: CAMPAIGNS, BROADCASTS, INFORMATION and finally MANAGE. Under the MANAGE heading click on MEDIA CENTER Your Media Center Once you have opened your media click on the ADD FILES tab to upload any audio, video, image or document files you want. Click Add Files to upload media Instant Customer - Instant Appointment Booker [ 10]

11 Your Campaign Details Step 4 - Customizing Your Campaign To customize this template to fit your specific needs you will need the following information to complete the campaign wizard: 1. WHAT IS THE NAME OF THIS CAMPAIGN? ENTER WHAT AREA IN THE CODE URL WILL LINK YOUR FOR YOUR FOLLOW-UP BONUS. TEXT NUMBER RESIDE IN? 3. WHAT IS YOUR PRODUCT OR SERVICE TITLE? FOR BODY AND WEBSITE. 4. ENTER IN A DESCRIPTION OF THE PRODUCT OR SERVICE. FOR BODY AND WEBSITE. Instant Customer - Instant Appointment Booker [ 11]

12 5. SALES COPY FOR YOUR SQUEEZE PAGE EXPLAIN WHAT YOUR SERVICES CAN DO FOR THEIR BUSINESS. 6. ENTER IN THE FIRST BENEFIT / SKILL YOUR BOOKING WILL GAIN AFTER MEETING WITH YOU: 7. ENTER IN THE SECOND BENEFIT / SKILL YOUR BOOKING WILL GAIN AFTER MEETING WITH YOU: 8. ENTER IN A THIRD BENEFIT / SKILL YOUR BOOKING WILL GAIN AFTER MEETING WITH YOU: Instant Customer - Instant Appointment Booker [ 12]

13 9. ENTER IN YOUR CALL-TO-ACTION STATEMENT: THIS WILL BE DISPLAYED ABOVE YOUR BOOKING BUTTON. 9. COPY YOUR APPOINTLET EMBED CODE: Worksheet continued Instant Customer - Instant Appointment Booker [ 13]

14 Step 4 - Zapier Integration Setup (via Instant Customer) From your campaign dashboard navigate to your ZAPS tabs to setup your Zapier integration. Access your Zaps Select Create a Zap from the Zapier Dashboard. For your Zap Trigger select Appointlet and choose New Appointment Created as your trigger. For your Zap Action select Instant Customer and choose Add New Subscriber as your action. Instant Customer - Instant Appointment Booker [ 14]

15 Select the Appointlet account you want to use: (login credentials needed) If you would like you can set a filter for which subscriber you want added to your campaign. Maybe this campaign will only import buyers who used a coupon, if so you can set your filter to only add those coupon redeemers. (optional) Instant Customer - Instant Appointment Booker [ 15]

16 Next you will need to map your Appointlet fields to your Instant Customer fields. For example, if someone adds their phone number to Appointlet then you need to tell Instant Customer that the data should be sent to the PHONE field in your campaign. (keep track of what you name your custom fields to you can map them easily) Instant Customer - Instant Appointment Booker [ 16]

17 Test your ZAP before you publish it You will need to create a test booking on your Appointlet app first in order for this to work. Go to your squeeze page and add a test booking, then come back to your ZAP setup and click Get sample attendees from Appointlet. (Do not skip this step) You last step is to NAME your ZAP for reference and then make it live. Instant Customer - Instant Appointment Booker [ 17]

18 Congratulations Your ZAP is active and all of your Appointlet attendee signs will automatically be sent over to Instant Customer for reminders and delivery of your event. If you have any questions, please submit a support ticket or us at help@instantcustomer.com. Instant Customer - Instant Appointment Booker [ 18]