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 personal 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 Infinite Sales, 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.
FAQ
1. How do I add the “Add to Google Calendar” or “Add to iCal/Outlook” option to my appointment reminder?
- To add these options, go to Conversations > Templates (Snippets) in Infinite Sales. 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.
2. Can I use the “Add to Calendar” options in other communications besides appointment reminders?
- 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.
3. What if I don’t see the “Add to Google Calendar” or “Add to iCal/Outlook” options in the Custom Values dropdown?
- 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.