Docsumo

Why Use Calendar Links in Docsumo

Reduce no-shows and boost engagement with clear CTAs and Add-to-Calendar links that ensure timely participation.

• Create universal Add to Calendar links compatible with all major calendar apps.
• Capture optional RSVP to gauge attendance.
• Utilize Click + attendance analytics for deeper insights.
• Stay on top with smart reminders and notifications.

How Docsumo Works with CalendarLink

Turn Document Activities into Calendar Events

1. Automate Calendar Links for Updated Contacts

Use triggers like New or Updated Contact or Document Status Changed in Docsumo to automate scheduling with Add-to-Calendar links.

2. Send Data to CalendarLink

Map details such as names, dates, and descriptions to personalize the calendar events, and optionally capture RSVP information.

3. Share the Add-to-Calendar Link

Publish the personalized invite and retrieve the Add-to-Calendar link to incorporate into your communication flow.

Fire Docsumo Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Event or Updated Contact in CalendarLink to initiate workflows within Docsumo.

2. Map Add-to-Calendar Data

Automatically flow titles, dates, times, and attendee information when a new event is captured.

3. Upload a New Document

Use Add-to-Calendar data to update your records in Docsumo, logging engagement and refining document workflows.

Optimising Calendar Links in Docsumo

• Regularly analyze Click + attendance data to refine event timing.
• Custom brand your invites to enhance recognition.
• Utilize smart reminders to ensure attendees remember your event.
• Test different RSVP options to see what boosts engagement.