Moxie

Why Add-to-Calendar Works with Moxie

Reduce no-shows and drive prompt action with clear and consistent calendar invites.

• Universal Add to Calendar links for all your events.
• Boost attendance with smart reminders and notifications.
• Monitor engagement with click and attendance analytics.
• Seamless integration with no coding required.

Using Calendar Links in Moxie Workflows

Turn Moxie Activity into Calendar Events

1. Create a CalendarLink for New Events

Use triggers like Meeting Scheduled and Project Created to generate a new calendar event, signaling client engagement and project milestones.

2. Send Event Data to CalendarLink

Map out essential details like event titles, dates, descriptions, and optionally capture RSVP to tailor your invitations.

3. Publish the Personalized Invite

Retrieve the Add-to-Calendar link to share on web, email, and social platforms, ensuring invitees save the date.

Fire Moxie Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Event or Updated Contact to keep your workflow dynamic and responsive.

2. Map Add-to-Calendar Data

Incorporate essential metadata like titles, times, and attendees to populate your calendar entries effectively.

3. Create or Update Records

Automatically update client records, send notifications, or log engagement with actions like Create a new client record and Apply payment to open invoice.

Pro Tips for Moxie and Add-to-Calendar

• Always provide a Universal Add to Calendar link for all event types.
• Use brandable landing pages to enhance professional appeal.
• Evaluate performance with click and attendance analytics.
• Leverage smart reminders to keep clients engaged.