GoProposal

Why Calendar Links Supercharge GoProposal

By using Add-to-Calendar links, GoProposal users can reduce no-shows and prompt faster client actions.

• Boost meeting attendance with smart reminders.
• Create events seamlessly with one-click, no-code setup.
• Capture and analyze audience interactions via click and attendance analytics.
• Provide a universal Add-to-Calendar link for all major platforms.

Using Calendar Links in GoProposal Workflows

1. Automate Event Creation upon Proposal Changes

Set triggers for when a Draft Proposal is Created or a Proposal is Won, signaling intent for a meeting or follow-up.

2. Customize and Send Calendar Invites

Map client details such as names and proposal dates to personalize the calendar invites; optionally enable RSVP capture for precise attendee tracking.

3. Share the Add-to-Calendar Link

Upon personalizing your event, retrieve and distribute the Add-to-Calendar link to ensure seamless scheduling.

Fire GoProposal Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Utilize triggers like New Upcoming Event or Proposal Created to initiate a workflow within GoProposal.

2. Map Add-to-Calendar Data

Effortlessly map event titles, dates, and attendee data into your GoProposal workflow for consistency across platforms.

3. Create a New Event in GoProposal

Sync new calendar events with GoProposal actions, such as creating or updating records to reflect client engagement.

Optimising Calendar Links in GoProposal

• Leverage click analytics to refine your proposal presentations.
• Use reminders to minimize client no-shows and missed meetings.
• Enable subscription calendars to keep your clients up-to-date with dynamic scheduling.
• Utilize brandable invites for a personalized client experience.