Engageware provides a user-friendly, intuitive scheduler that allows customers and prospects to book meetings with your staff at their preferred time and location. This guide shows you how to activate, configure, and use the Engageware meeting scheduler with your Formulayt gates.
Setup Process
Step 1: Create required hidden fields
Create four hidden fields to store the following values:
locationId
workflowId
appointmentTypeGroupId
appointmentTypeId
This allows you to use rules or gate editor fields to make these configurable on a form type and/or gate basis.
Step 2: Obtain Configuration Values
Engageware will provide you with a URL that looks like this:
https://ui-stage.timetradesystems.com/app/company/workflows/wf000/schedule?&locationId=company_virtual&appointmentTypeGroupId=program&appointmentTypeId=intro_meeting&attendee_email=example@engageware.com&attendee_person_firstName=Testy&attendee_person_lastName=Test&attendee_mobile_phoneNumber=91-355-2333
Use this URL to extract the values for your hidden fields:
locationId (e.g., company_virtual)
workflowId (e.g., wf000)
appointmentTypeGroupId (e.g., program)
appointmentTypeId (e.g., intro_meeting)
Step 3: Activate and Configure the Integration
Navigate to the Apps Area in Formulayt
Activate the Engageware integration
Input the following data:
Engageware environment (staging or production)
Licensee External ID (obtained from your Engageware representative or from the URL)
Workflow ID field (select the Formulayt field you created earlier)
locationId field (select the Formulayt field you created earlier)
appointmentTypeGroupId field (select the Formulayt field you created earlier)
appointmentTypeId field (select the Formulayt field you created earlier)
Step 4: Map contact fields
Map the Formulayt and Engageware fields so contact information can be passed into the scheduler:
Add a row for each field mapping
Select the corresponding fields from the dropdowns
Step 5: Create Engageware gates
Once setup is complete, you'll see 'Engageware Meeting Scheduler' as a gate type option when creating gates.
Important notes
Everything within the iframe (calendar, time selector, styling) is controlled by Engageware. Contact your Engageware representative for changes to these elements.
All mapped fields (including locationId, etc.) must be on the gate form to be mapped correctly. For example, if the gate only has email and the Engageware scheduler has first name, last name, and email, only the email value will be mapped across.