MadKudu Fastlane enables you to let your qualified leads book meetings directly with your reps after they request a demo. You can read here how MadKudu Fastlane increased Segment’s qualified demos by 60%.

Pre-requisites

In order to run MadKudu Fastlane on your demo forms you will need:

• MadKudu Forms enabled for your account (contact support here or your account manager to activate the feature)
• MadKudu snippet installed on your demo page (see instructions)
• A calendar solution like Calendly, ChiliPiper or Outreach linked to your reps’ availabilities. Please note that the latter 2 allow for real-time round-robin.
• A connection between your calendar app and your CRM to indicate when a lead has picked a time to meet and thus exclude them from any automated campaign. For MadKudu Pro plan and above, you may request this to be enabled directly through MadKudu

How to set up MadKudu Fastlane

Step 1: Log into your MadKudu account, go to the “Campaigns” section, and create a new Campaign

Step 2: Edit the campaign name

“Product - Demo - Fastlane” is a fairly common name.

Step 3: Configure the MadKudu Form

Input your demo request URL in the URL field

NB: if there is a redirect after the submission of the form, use the advanced settings to add your redirect page to the form. We recommend you run Fastlane on the redirect.

Define the email field to track for qualification

In the code snipped below, replace ‘#email’ with the email field identifier on your form.

var email = '#email';
form.track_input($(email));

Configure a webhook (optional)

If you’d like to have a webhook to fire whenever a prospect requests a demo, you may add your webhook URL to the form.

Step 4: Configure your Calendar solution

Setup with Calendly

Calendly is a free calendar tool to get started when you have a small sales team.

1. Paste the code below in the “What to do when a visitor is found to be qualified” section

var elem_id = '#mk_smart_form';

var traits = madkudu.user().traits();
var firstName = traits.first_name;

if (!firstName) {
      firstName = 'Howdy';
  }

var modalOptions = {
  // Input your calendly link here
  calendlyUrl: 'https://calendly.com/francis-madkudu/30min?utm_campaign=madkudu&utm_medium=smart_form',
  title: firstName + ', you qualify for the fast lane!',
  subtitle: 'Our scoring tells us you should get access to our experts\' calendar',
  cta_yes: 'Book time with an expert!',
  cta_no: 'No thanks.'
};

form.show_modal(modalOptions);

const on_meeting_booked = function () {
  // redirect
  window.location.href = "http://www.madkudu.com";
}


console.log('MadKudu scored you as a qualified lead. Learn more at www.madkudu.com/smart-form');

2. Connect the form to your Calendly instance

Replace line 12 with your calendly URL

calendlyUrl: 'https:/calendly.com/francis-madkudu/30min?utm_campaign=madkudu&utm_medium=smart_form',

3. Optionally, personalize the message

Replace line 10 with your desired messaging

var modalOptions = {
  // Input your calendly link here
  calendlyUrl: 'https:/calendly.com/francis-madkudu/30min?utm_campaign=madkudu&utm_medium=smart_form',
  title: firstName + ', you qualify for the fast lane!',
  subtitle: 'Our scoring tells us you should get access to our experts\' calendar',
  cta_yes: 'Book time with an expert!',
  cta_no: 'No thanks.'
};

Setup with ChiliPiper

ChiliPiper is a calendar tool that connects to Salesforce to handle round robin in real time, making it an ideal solution for sales teams of 2+ reps.

1. Paste the code below in the “What to do when a visitor is found to be qualified” section

var elem_id = '#mk_smart_form';

var traits = madkudu.user().traits();
var firstName = traits.first_name;

if (!firstName) {
      firstName = 'Howdy';
  }

var success_state = false;

const chili_options = {
  title: 'Thanks! What time works best for a quick call?',
  lead: {
    // use first name from enrichment otherwise use full name from form
    FirstName: traits.first_name || '',
    LastName: traits.last_name || ' ',
    Email: traits.email,
    Company: traits.company && traits.company.name ? traits.company.name : ''
  },
  onSuccess: function () {
    success_state = true;
    // Optional code if you have Segment and want to track modal interactions
    // analytics.track('Fast Lane Calendar Clicked');
    form.dismiss_modal();
  },
  onClose: function () {
    if (success_state) {
      // redirect to your website here after a meeting is booked
      window.location.href = "http://www.madkudu.com";
    }
  }
}

var modalOptions = {
  title: firstName + ', you qualify for the fast lane!',
  subtitle: 'Our scoring tells us you should get access to our calendar now.',
  cta_yes: 'Book time with us',
  cta_no: 'No thanks.'
};

form.show_modal(modalOptions);

setTimeout( function () {
  // listen on the cancel button to trigger the hiding of the MadKudu modal
  $('.madkudu_modal__cancel').on('click', function () {
    // Optional code if you have Segment and want to track modal interactions    
    // analytics.track('Fast Lane Modal Dismissed');
  });
  // listen on accept button to trigger the showing of the Calendly widget
  $('.madkudu_modal__accept').on('click', function () {
    // input your router information here
    ChiliPiper.submit("madkudu", "inbound-router", chili_options);
    // Optional code if you have Segment and want to track modal interactions
    // analytics.track('Fast Lane Modal Clicked');
  });
}, 300);


console.log('MadKudu scored you as a qualified lead. Learn more at www.madkudu.com/smart-form');

2. Connect the form to your Chilipiper instance

Replace line 53 with your Chilipiper router

ChiliPiper.submit("madkudu", "inbound-router", chili_options);

To find it, log into Chilipiper, head to … and
If this functionality is not available on your account, please contact the Chilipiper support team.

3. Paste the code below in the “Customization of your existing page” section

// load ChiliPiper javascript - need if ChiliPiper JS is not loaded
form.load_external_script('https://js.chilipiper.com/marketing.js')

4. Optionally, personalize the message

Replace line 35 with your desired messaging

var modalOptions = {
  title: firstName + ', you qualify for the fast lane!',
  subtitle: 'Our scoring tells us you should get access to our calendar now.',
  cta_yes: 'Book time with us',
  cta_no: 'No thanks.'
}; 

Setup with Outreach

Outreach has come out with a great team calendar feature which allows some random round robin based on reps' availabilities. Their documentation can be found here.

1. Paste the code below in the “What to do when a visitor is found to be qualified” section

• Edit the code below to obtain the form information (line 5-16)
• Input your Outreach calendar link (line 22)

// Wait for the prospect to submit the form and store the information
$('[type="submit"]').click(function(){
  var traits = madkudu.user().traits();
  // Update the variables according to your form
  var email = $('#Email').val() || traits.email;
  var firstName = $('#FirstName').val() || traits.first_name;
  var lastName = $('#LastName').val() || traits.last_name;
  var company = $('#Company').val() || traits.company;
  var phone = $('#Phone').val() || traits.phone;

  var leadInfo = {
    "first_name": firstName,
    "last_name": lastName,
    "company": company,
    "email": email,
    "phone_number": phone
  };

  var leadInfoEncoded = btoa(JSON.stringify(leadInfo));

  var urlAppend = '?prefill=' + leadInfoEncoded;
  var calendarUrl = 'https://YOUR_OUTREACH_TEAM_CALENDAR_URL' + urlAppend;

  if (!firstName) {
    firstName = 'Howdy';
  };

  var modalOptions = {
    calendlyUrl: calendarUrl,
    title: firstName + ', you qualify for the fast lane!',
    subtitle: "Our scoring tells us you should get direct access to our experts' calendar",
    cta_yes: 'Book time with us!',
    cta_no: 'No thanks.'
  };

  form.show_modal(modalOptions);
});

Step 4: Optionally, modify when the modal is triggered

Replace line 19 with the below code to trigger the modal to show on the redirect page after the form is submitted.

NB: to use this option the redirect URL must be a unique url such as madkudu.com/form_submitted. In the below code, replace ‘/form_submitted/‘ with the unique identifier in your URL. Also, be sure to use the advanced settings to add your redirect page to the form as suggested in Step 3 "Input your demo request URL in the URL field".

var display_calendar_if_qualified = function () {
  if (!(/form_submitted/.test(window.location.href))) {
    return
  }

  if (madkudu.user().is_qualified())  {
    setTimeout(show_modal, 1000); // give the page time to refresh properly before we update the DOM
    form.show_modal();
  }
}


display_calendar_if_qualified();

Step 5: Test your Fastlane

Use the preview functionality to test the Fastlane functionality. Warning, while using Fastlane in preview mode does not impact your production form, any meetings booked in preview mode will be recorded as actual demos booked. Make sure to remove those meetings afterwards or let your sales team know. When possible we recommend testing with a staging calendar to avoid any confusion.

Step 6:  Publish

Once you’re satisfied with the preview, turn the form on and publish it. After a couple minutes you can check that the form is live by heading to your demo request page and running the following command in the console:

madkudu.forms[0].verify_location()

It should return true indicating the form is now live and ready to better your demo booking experience for qualified prospects.

Step 7: Profit 🤩

FAQ

Can I run A/B testing to measure the lift generated by MadKudu Fastlane?

Absolutely! Please contact your account manager to discuss different options.

Can I use a different lead scoring function for Fastlane than what I have in my CRM?

Yes, we offer the ability to run multiple lead scoring functions and to pick the one you’d like to use for Fastlane. Contact your account manager to update your configuration.

I’m using Hubspot forms and cannot auto-populate the firmographic fields.

This can be linked to a documented issue with jQuery and Hubspot forms (see here). Try using

jQuery('input[name="firstname"]').val("Brian").change();

instead of

$('input[name="firstname"]').val("Brian").change();