Morningstar AdviserLogic

Why Calendar Links Supercharge Morningstar AdviserLogic

With CalendarLink, you can quickly reduce no-shows and improve client engagement by providing clear, actionable calendar invitations.

• Universal Add to Calendar link for any platform.
• Boost attendance with smart reminders & notifications.
• Branded invites for memorable client interactions.
• Attendance analytics to refine engagement strategies.

Using Calendar Links in Morningstar AdviserLogic Workflows

Turn Morningstar AdviserLogic Activity into Calendar Events

1. Create a CalendarLink for new or updated contacts

Monitor triggers like new or updated contacts and upcoming events to signal the need for client engagement.

2. Send data to CalendarLink

Map the relevant details such as names, dates, and descriptions. Optionally, capture RSVP for enhanced tracking.

3. Publish the personalised invite

Use the Add-to-Calendar link provided by CalendarLink to share events effortlessly with clients in a click.

Fire Morningstar AdviserLogic Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose a trigger such as New Event or RSVP update to initiate workflows.

2. Map Add-to-Calendar Data

Ensure titles, dates, and times are accurately mapped to integrate seamlessly into client schedules.

3. Create or Update Client Information

Keep client records updated by using actions like Create or Update Client to reflect new engagements.

Optimising Calendar Links in Morningstar AdviserLogic

• Utilise click analytics to pinpoint client preferences.
• Ensure all time zones are covered with smart scheduling.
• Craft engaging, branded invites to stand out.
• Regularly sync calendars to avoid any scheduling conflicts.