The Almost Booked a Meeting Smart Filter

The Abandoned Book-a-Meeting Playbook Smart Filter

Along with our other smart filters, you have the ability to target or exclude those site visitors who received the calendar drop of someone on your team but did not book a meeting right in the audience section of the playbook editor. 

If an end-user was delivered the below message in the last 7 days and has not booked a meeting, they will qualify as having almost booked a meeting and can then be targeted or excluded in playbooks. You can then give them more specific messaging to encourage a booking, approach them with other ways to connect, or something else!


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