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Goals for Appointment Type

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Posted on by MichelleM

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Hi,

I've had a look through but can't find the answer to this, so hoping someone here can help?

I would like to set separate Goals for Online and Face-to-Face Appointments, am I able to define these as separate goals based on the 'Is Online Meeting?' Y/N field on the Appointment?

Thanks for your help.

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MichelleM 211 on at

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Goals for Appointment Type

Thank you, I had somehow completely missed the Roll Up Queries part of the documentation!

All sorted now.

The field is a standard field, but maybe it is added when you activate the Teams integration, as it's labelled 'Teams Meeting' on the Appointment form - Logical Name: isonlinemeeting

That was available in the criteria of the Roll-Up query, so I have it working now. Thanks again!
Leah Ju Microsoft Employee on at

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Goals for Appointment Type

Hi Partner,

'Is Online Meeting' field?

Do you customize the fields? Because that I didn't find it in the list of Appointment fields provided by the system.
If it does exist, you can indeed use that field as a filter when creating the rollup query.

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