Demodesk

Learn how Demodesk integrates with Outlook, what permissions are required, how data is handled, and common concerns clarified.

Outlook Integration: Technical Details and Data Security

Raj Kumar Lohana

Marcel Seibold

Alina Stoehr

All information regarding scheduling automation and booking links 

Scheduling

Prepare everything you need before a meeting

How to set up Meeting Types

Default Meeting Types are used for "Meet now" and meetings scheduled via the HubSpot and Calendly integration

How can I set a default Meeting Type?

Every Demodesk user has his individual meeting link that directs the user to the waiting lobby.

Demodesk personal meeting link & waiting lobby

How to automate meeting follow-up tasks with Demodesk

Meeting follow-up review & email

Demodesk offers email reminders to avoid no-shows in your demos. Here's a guide on how to use them wisely

Best practices on sending out reminders via Demodesk

The CC and BCC fields are active for emails

CC and BCC Functionality

Get to know how to customize your email signature

How to create your own signature in Demodesk

Find out more about the conferencing options in an Meeting type

Conferencing options within Demodesk

Veronika Riederle

Meeting Types

Reduce manual effort and making mistakes by scheduling meetings for you and your colleagues via the Demodesk Scheduler

Demodesk scheduler

Schedule from anywhere with the Demodesk Chrome extension

Demodesk Chrome extension

Discover Demodesk's automatic host recommendation for a seamless meeting handover experience.

How to hand over a meeting to a coworker

How to generate a custom booking link

Booking links allow your customers to pick a date and time in your calendar to schedule a meeting with you or your team

Everything you need to know about custom booking links

Use booking links to track your customer's journey

Hidden and default booking questions: How to use them

A brief overview of which email is sent when by Demodesk

Automated emails in Demodesk

Rely on the effective integration with your calendar for perfect synchronization of your meetings across all different time zones

How Demodesk manages time zones

Demodesk Support

Booking / Scheduling of Meetings 

Use round robin events to increase your team's flexibility by allowing invitees to choose a time with any available team member

Round robin assignment logic in Demodesk

How Round Robin assigns meetings to your team members

How does the assignment matrix work?

Round Robin

Set up dynamic forms to route website visitors to the right team or rep

Routing forms

Route website visitors to the assigned owner in CRM

Route to assigned owner

Decide per routing if you want to optimize for a fair or a fast lead distribution

Fair vs. fast lead distribution

Ibrahim Badawy

Lead / Website Routing

This article details how to add routing forms and booking pages on your website

Add a booking page or routing form on my website

A quick guide on tracking sources and conversions with Demodesk booking pages

Source and conversion tracking

The booking page sends notifications to the parent window which you can use for source and conversion tracking

Notifying the parent window of interactions on the booking page

This article explains the process of setting up hidden booking questions to enable source and conversion tracking

Hidden booking questions: source and conversion tracking

This article provides a step-by-step guide on configuring conversion tracking using Google Tag Manager and a Demodesk booking link

How to set up conversion tracking with Google Tag Manager

Source and Conversion

Should you or your client prefer to adjust the meeting date or time, this article will present you with instructions on accomplishing that

How do I reschedule or edit a meeting?

FAQs

Go to your account

Find answers and get help from Intercom Support and Community Experts

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