How to add a Meeting Types in Sequences & Templates

Objective

Book meetings with prospects and customers with the correct meeting type based on the sequence or template being used.

Applies To

• Outreach Users
• Meetings
• Sequences
• Templates

Procedure

1. Log in to Outreach.
2. Click Content  > Meeting Types.
3. Click Meeting types in the menu bar. 
4. Click + Add meeting type.
5. Select an appropriate Title and Agenda utilizing {{Variables}} where appropriate.
6. Select Duration.
7. Select Proper Sharing permissions.
8. Note down the Meeting Type ID (/t/last numbers of the URL).
   

9. Click Save.

10. Navigate to the sequence or template.

11. Enter {{sender.calendar_url}}.
    

12. After the variable type /t/XXXX, where the XXXX represents the Meeting ID from the Meeting type screen. The variable should then look like {{sender.calendar_url}}/t/1321.

13. Copy the full string.

14. Enter text you wish to hyperlink with the calendar URL.

15. Click the hyperlink icon at the bottom of the compose window.

16. Enter the variable string into the URL Link field.

17. Click Add link.

When this email is sent, it will pull the sender’s calendar URL in their settings with the specific details of the meeting type specified