Customer Fields

Why Add-to-Calendar Works with Customer Fields

Calendar Links in Customer Fields reduce no-shows and encourage immediate action with clear calls to action.

• Universal Add-to-Calendar link support
• Boost attendance with smart reminders
• Brandable invite and landing pages
• Time-zone and daylight-saving safe

Using Calendar Links in Customer Fields Workflows

1. Utilize New or Updated Contact Trigger

Identify new or updated customer contacts within Customer Fields and prepare to enhance their engagement with CalendarLink.

2. Map Customer Details to CalendarLink

Map your customer's names, contact details, and event information. Optionally, set RSVP for personalized invites.

3. Share the Personalized Invite

Get the Add-to-Calendar link for each event and embed it in your communications to encourage participation.

Fire Customer Fields Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use triggers like New Event or Updated Contact to initiate workflows within Customer Fields.

2. Map Add-to-Calendar Data

Flow event titles, dates, and attendee information directly into your Customer Fields database.

3. Update Customer Information

Automatically update customer records or send activation emails when a customer engages with an event.

Optimising Calendar Links in Customer Fields

• Use analytics to track invites and attendance
• Customize invites to reflect your brand
• Automate reminders for increased participation
• Ensure time accuracy with time-zone support