Personalized and Targeted Scheduling - Mini Course Generator : Mini Course Generator

Suppose you arrange customer support meetings with your clients or allow leads book appointments with you before sales. Knowing your leads or customers better before meeting them online makes the engagement and satisfaction level much higher since you can manage your communication with regard to their needs, profiles, and knowledge level. Targeted and personalized communication is only possible with the right segmentation.

Your mini-courses can assist you in segmenting your audience and determine customer profiles simply and easily. Then, you can direct them to different scheduling calendars based on this segmentation at the end of the mini-course. By using different calenders in your scheduling processes, you get the chance to specify different agents, time slots, durations and many other options for a definite group.

A few real-life examples are as such;

You want to schedule customer support meetings, and you would like to assign your most experienced agent to a long-time customer.
You sell educational content, and you want to spare more time to a client whose performance is low.
You want to schedule meetings with similar subjects to a specific date range or time slot, so you will need less buffer time between meetings for preparations.

There might be various use cases like these. In this tutorial we talk about two possible general scenarios that can be useful.

First, you want to segment your customers according to their knowledge level. In this case, you can make a quiz and show them different calendars depending on their score. In other words, you can use a conditional completion card.
Second, you want to segment customers by a single survey-type question. For example, you can segment according to age, profession, cooperation time, etc. In this case, you can construct personalized content paths.

To start with, in both cases, you need to prepare different calendars for different customer profiles according to your need on the tool you are using. Several tools include Calendly, Doodle, Book Like a Boss, Zeeg, etc. To illustrate, we will show example views from Calendly in this tutorial. If you don't have an account, you can create one from their website.

You can create different event types in Calendly. You can choose different meeting durations, different day parts, or different agents. To illustrate, we will create two event types, and differentiate them according to time slots; one covering morning hours and one covering afternoon hours.

To add an event type to your profile, click "New Event Type"

In the upcoming window, you can pick "One-on-One"

Next, you will name this event and add details like location, description, etc. Click "Next" when you are done.

Then comes the part where you decide on the available times for this event type. Pick "Set custom hours"

For each day of the week, you can determine available hours for this event type. As we prepare a schedule for the morning, we chose 9:00 - 14:00 for all weekdays. You can save these settings as a new schedule if you want to, though it is not mandatory.

Below, you can see other options related to buffer time and other rules related to availability. Click "Next" when you are done.

After you add "Morning Meetings" event, create another named "Afternoon Meetings" by following the same steps. In your dashboard, you will see all of the event types present for your account.

Next, you can embed these different calendars in your mini-courses. You can embed anything in your mini-courses by iframe HTML codes. Click here to learn more about embedding content in mini-courses. It is possible to embed your Calendly agendas in your mini-courses as well.

Where to embed these calendars depends on your approach to determining the customer profile. If you want to segment according to knowledge level, you can make a quiz and create conditional completion cards. Else, you can ask a single question and create personalized content paths.

Using conditional completion cards:

Suppose you want to segment the customers according to their knowledge level. In this case, you can make a quiz before scheduling your meetings and direct the users to a different calendar based on their score. For this purpose, you need to add a conditional completion card at the end of your mini-course.

To add a conditional completion card, pick "Conditional" from the completion menu.

In order to display special messages based on score, you need to define conditions. Click "Add Condition"

Let's say you will meet the customers who answered all the questions correctly in the morning. This means that in a quiz with 5 questions, you need to define the condition as Correct Answers >= 5.

You can customize your message for this case as follows. Then click the code view icon to open HTML editor.

We can add an iframe HTML code in the code view. However, Calendly does not provide an iframe HTML code directly. So, you can use the code below to create your own code:

<iframe src="YOURLINK" style="border:0px #ffffff none;" name="myiFrame" scrolling="no" frameborder="1" marginheight="0px" marginwidth="0px" height="600px" width="600px" allowfullscreen></iframe>

Paste this code in the area provided.

The red part in the example code (YOURLINK) should be replaced by the URL of the relevant event type. To get the URL, head back to Calendly and copy the URL with "Copy Link" button.

Go back to your mini-course and replace YOURLINK with the URL of the event type.

Click the code view icon again to exit the HTML editor.

You can see the embed in the text field.

You can change the embed size according to the view you desire. In order to do that, pick the embed and click the settings icon below.

There, unselect the "constrain proportions" option.

You can try and find the sizes that work for you. To illustrate, we picked 600px width and 1000px height. Click "Submit" to save the settings.

Click "Create Condition" to save the condition.

Next step is to create a second condition to cover the other possible scores. For this purpose, you can create a condition for Correct Answers <=4 and embed the other event inside it.

You can preview the mini-course to test the end-user experience. An example preview for all correct answers is represented in the video below.

Creating personalized content paths:

Suppose you want to learn about the customer's characteristics, needs or aims and direct them to different calendars accordingly. For example, let's say you will see customers who are professionals in the morning and students or amateurs in the afternoon.

For the first group, create a single-card mini-course called "I'm a professional." A single score card will be enough. Clear the default text in the score card and then click the code view icon to open the HTML editor.

We can add an iframe HTML code in the code view. However, Calendly does not provide an iframe HTML code directly. So, you can use the code below to create your own code:

<iframe src="YOURLINK" style="border:0px #ffffff none;" name="myiFrame" scrolling="no" frameborder="1" marginheight="0px" marginwidth="0px" height="600px" width="600px" allowfullscreen></iframe>

Paste this code in the area provided.

The red part in the example code (YOURLINK) should be replaced by the URL of the relevant event type. To get the URL, head back to Calendly and copy the URL with "Copy Link" button.

Go back to your mini-course and replace YOURLINK with the URL of the event type.

Click the code view icon again to exit the HTML editor.

You can see the embed in the text field.

You can change the embed size according to the view you desire. In order to do that, pick the embed and click the settings icon below.

There, unselect the "constrain proportions" option.

You can try and find the sizes that work for you. To illustrate, we picked 600px width and 1000px height. Click "Submit" to save the settings.

Next step is to create a second mini-course for students and amateurs. Create a single-card mini-course called "I'm a student/amateur." Add a single score card in this mini-course too, and this time embed the "Afternoon Meetings" calendar in it by following the same steps.

Make sure that the two smaller mini-courses match the theme settings of the main mini-course for a smooth transition.

Go back to the main mini-course, where you present your content and ask a question to determine the customer profile. Add a score card.

Clear the default text in the score card and add your message. Then, click the link icon at the bottom of the score card.

Change from URL to Course and select the "Open in same tab" option.

From "Choose your course" menu, select "I'm a professional." and click "Add"

Add "I'm a student/amateur." mini-course as a second link by following the same steps. After you are done, click the edit icon to customize the appearance of the link buttons.

Choose among the option boxes.

Now, you can preview the mini-course to test the end-user experience. An example preview is represented in the video below.

Notes:

A free alternative to Calendly, is Zeeg. They offer a forever-free plan, and you can have 2 active scheduling sheets for free. However, you need to upgrade your account to premium plans for more.
There are many alternative scheduling tools. Other well-known tools are Book Like A Boss and Doodle, which offer premium plans only.

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How to make scheduling operations more personalized and targeted with mini-courses? Print

A few real-life examples are as such;

You want to schedule customer support meetings, and you would like to assign your most experienced agent to a long-time customer.

You sell educational content, and you want to spare more time to a client whose performance is low.

You want to schedule meetings with similar subjects to a specific date range or time slot, so you will need less buffer time between meetings for preparations.

There might be various use cases like these. In this tutorial we talk about two possible general scenarios that can be useful.

First, you want to segment your customers according to their knowledge level. In this case, you can make a quiz and show them different calendars depending on their score. In other words, you can use a conditional completion card.

Second, you want to segment customers by a single survey-type question. For example, you can segment according to age, profession, cooperation time, etc. In this case, you can construct personalized content paths.

You can create different event types in Calendly. You can choose different meeting durations, different day parts, or different agents. To illustrate, we will create two event types, and differentiate them according to time slots; one covering morning hours and one covering afternoon hours.

To add an event type to your profile, click "New Event Type"

In the upcoming window, you can pick "One-on-One"

Next, you will name this event and add details like location, description, etc. Click "Next" when you are done.

Then comes the part where you decide on the available times for this event type. Pick "Set custom hours"

For each day of the week, you can determine available hours for this event type. As we prepare a schedule for the morning, we chose 9:00 - 14:00 for all weekdays. You can save these settings as a new schedule if you want to, though it is not mandatory.

Below, you can see other options related to buffer time and other rules related to availability. Click "Next" when you are done.

After you add "Morning Meetings" event, create another named "Afternoon Meetings" by following the same steps. In your dashboard, you will see all of the event types present for your account.

Next, you can embed these different calendars in your mini-courses. You can embed anything in your mini-courses by iframe HTML codes. Click here to learn more about embedding content in mini-courses. It is possible to embed your Calendly agendas in your mini-courses as well.

Where to embed these calendars depends on your approach to determining the customer profile. If you want to segment according to knowledge level, you can make a quiz and create conditional completion cards. Else, you can ask a single question and create personalized content paths.

Using conditional completion cards:

To add a conditional completion card, pick "Conditional" from the completion menu.

In order to display special messages based on score, you need to define conditions. Click "Add Condition"

Let's say you will meet the customers who answered all the questions correctly in the morning. This means that in a quiz with 5 questions, you need to define the condition as Correct Answers >= 5.

You can customize your message for this case as follows. Then click the code view icon to open HTML editor.

We can add an iframe HTML code in the code view. However, Calendly does not provide an iframe HTML code directly. So, you can use the code below to create your own code:

<iframe src="YOURLINK" style="border:0px #ffffff none;" name="myiFrame" scrolling="no" frameborder="1" marginheight="0px" marginwidth="0px" height="600px" width="600px" allowfullscreen></iframe>

Paste this code in the area provided.

The red part in the example code (YOURLINK) should be replaced by the URL of the relevant event type. To get the URL, head back to Calendly and copy the URL with "Copy Link" button.

Go back to your mini-course and replace YOURLINK with the URL of the event type.

Click the code view icon again to exit the HTML editor.

You can see the embed in the text field.

You can change the embed size according to the view you desire. In order to do that, pick the embed and click the settings icon below.

There, unselect the "constrain proportions" option.

You can try and find the sizes that work for you. To illustrate, we picked 600px width and 1000px height. Click "Submit" to save the settings.

Click "Create Condition" to save the condition.

Next step is to create a second condition to cover the other possible scores. For this purpose, you can create a condition for Correct Answers <=4 and embed the other event inside it.

You can preview the mini-course to test the end-user experience. An example preview for all correct answers is represented in the video below.

Creating personalized content paths:

Suppose you want to learn about the customer's characteristics, needs or aims and direct them to different calendars accordingly. For example, let's say you will see customers who are professionals in the morning and students or amateurs in the afternoon.

For the first group, create a single-card mini-course called "I'm a professional." A single score card will be enough. Clear the default text in the score card and then click the code view icon to open the HTML editor.

We can add an iframe HTML code in the code view. However, Calendly does not provide an iframe HTML code directly. So, you can use the code below to create your own code:

<iframe src="YOURLINK" style="border:0px #ffffff none;" name="myiFrame" scrolling="no" frameborder="1" marginheight="0px" marginwidth="0px" height="600px" width="600px" allowfullscreen></iframe>

Paste this code in the area provided.

The red part in the example code (YOURLINK) should be replaced by the URL of the relevant event type. To get the URL, head back to Calendly and copy the URL with "Copy Link" button.

Go back to your mini-course and replace YOURLINK with the URL of the event type.

Click the code view icon again to exit the HTML editor.

You can see the embed in the text field.

You can change the embed size according to the view you desire. In order to do that, pick the embed and click the settings icon below.

There, unselect the "constrain proportions" option.

You can try and find the sizes that work for you. To illustrate, we picked 600px width and 1000px height. Click "Submit" to save the settings.

Next step is to create a second mini-course for students and amateurs. Create a single-card mini-course called "I'm a student/amateur." Add a single score card in this mini-course too, and this time embed the "Afternoon Meetings" calendar in it by following the same steps.

Make sure that the two smaller mini-courses match the theme settings of the main mini-course for a smooth transition.

Go back to the main mini-course, where you present your content and ask a question to determine the customer profile. Add a score card.

Clear the default text in the score card and add your message. Then, click the link icon at the bottom of the score card.

Change from URL to Course and select the "Open in same tab" option.

From "Choose your course" menu, select "I'm a professional." and click "Add"