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"Add This Event To Your Calendar” Custom Values

“Add This Event To Your Calendar” Custom Values

In an appointment reminder, you may want to include the “Add to Google Calendar” or “Add to iCal/Outlook” option to make it easy for your customers to add the event to their calendars. This can be done in a few easy steps through the Custom Values in the template/snippet builder.

Step 1: Access the Message Templates (Snippets)

  •  In , navigate to Conversations on the left > Snippets at the top and click ”+ Add Snippet” or edit an existing snippet.

Step 2: Update the Snippet

  • In the pop-up email/SMS builder window, there is a dropdown menu of “Custom Values.” Choose Appointment > “Add to Google Calendar” OR “Add to iCal/Outlook”.
  • Click save at the bottom of the builder screen.

NOTE: You can also do this anywhere you can add custom values to a communication, such as an email or SMS in a trigger, campaign, or workflow.

Use Cases for Adding “Add to Calendar” in Appointment Reminders

  1. Simplify Appointment Management for Customers:
    • Use Case: A wellness clinic sends appointment reminders to clients via SMS or email. By including the “Add to Google Calendar” or “Add to iCal/Outlook” option, clients can easily add their upcoming appointment to their preferred calendar, reducing no-shows and ensuring that the appointment is easily accessible.
  2. Seamless Integration with Workflow Automations:
    • Use Case: An online coaching service uses workflow automation to send appointment reminders. By adding the “Add to Google Calendar” or “Add to iCal/Outlook” option in the reminder snippet, the system automatically generates the calendar event when the reminder is sent, helping clients organize their schedules more effectively.
  3. Efficient Event Scheduling for Large Teams:
    • Use Case: A business organizing webinars or workshops sends appointment reminders to participants. By integrating the “Add to Calendar” feature, participants can quickly add the event to their calendars, ensuring they don’t forget and reducing the likelihood of missed events.
  4. Improving User Experience in Customer Support:
    1. Use Case: A tech support company sends reminders for troubleshooting sessions or follow-up calls. Including the calendar option in the reminder message streamlines scheduling, enhancing the customer experience and ensuring better engagement with scheduled appointments.

FAQs

Section titled “FAQs”

Question: How do I add the “Add to Google Calendar” or “Add to iCal/Outlook” option to my appointment reminder? Answer: To add these options, go to Conversations > Templates (Snippets) in . Click “Add Template (Snippet)” or edit an existing snippet. In the email/SMS builder window, use the dropdown menu for “Custom Values,” select Appointment, and then choose either “Add to Google Calendar” or “Add to iCal/Outlook.” Click save to apply the changes.

Question: Can I use the “Add to Calendar” options in other communications besides appointment reminders? Answer: Yes, you can include the “Add to Calendar” options in any communication where custom values are available, such as emails or SMS messages in triggers, campaigns, or workflows.

Question: What if I don’t see the “Add to Google Calendar” or “Add to iCal/Outlook” options in the Custom Values dropdown? Answer: If these options are not visible, ensure you have the latest version of the platform. If the issue persists, verify that you have the appropriate permissions or contact customer support for further assistance.

Question: Can I preview how the calendar link will appear in the final message? Answer: You can preview the message in the builder, but the actual calendar link will be generated dynamically when the message is sent. If you’d like to test it, create a test appointment and send the message to yourself.

Question: Will the calendar link automatically adjust for different time zones? Answer: Yes. When the recipient adds the appointment to their calendar, the event will reflect the correct time according to their calendar’s time zone.

Question: Can I edit the text or appearance of the calendar link in the message? Answer: The link itself is auto-generated, but you can customize the surrounding text in the snippet to guide recipients on how to use the “Add to Calendar” option.

Question: Is it possible to include these calendar links in automated workflows?

Answer: Yes. Beyond manual snippets, you can include “Add to Calendar” custom values in any communication triggered by a workflow, such as an automated reminder for an online coaching session or a tech support follow-up.