RiskAdvisor

Why Add-to-Calendar Works with RiskAdvisor

CalendarLink's seamless integration with RiskAdvisor ensures fewer no-shows and faster client engagement.

• Universal Add-to-Calendar links for any platform.
• Instant integration with no code required.
• Actionable click and attendance analytics.
• Smart notifications keep everyone informed.

Using Calendar Links in RiskAdvisor Workflows

Turn RiskAdvisor Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Begin by identifying triggers such as new or updated contacts, new clients, and call-in quote submissions.

2. Send data to CalendarLink

Map contact details, event dates, and descriptions. Optionally capture RSVP data for added engagement.

3. Publish the personalised invite

Retrieve your universal Add-to-Calendar link to share effortlessly via email, social media, or embeds.

Fire RiskAdvisor Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like a New Event or Updated Contact to initiate workflows.

2. Map Add-to-Calendar Data

Ensure all titles, dates, and participant information are easily transferred into the workflow.

3. Create or update a contact

Engage by updating client records, adding notes, or logging new interaction insights.

Optimising Calendar Links in RiskAdvisor

• Utilise analytics to monitor attendance trends.
• Employ smart reminders to keep events top-of-mind.
• Create brand-focused invite pages for a professional touch.
• Stay coordinated with time-zone safe scheduling.