TradePortal

Why Use Calendar Links in TradePortal

Enhance engagement and reduce no-shows by providing clear calls to action with integrated Add-to-Calendar links.

• Universal Add-to-Calendar links improve workflow.
• Brandable invites provide a personalized touch.
• Smart reminders keep your schedule on track.
• Analytics offer actionable insights.

Using Calendar Links in TradePortal Workflows

Turn TradePortal Activity into Calendar Events

1. Leverage TradePortal Triggers

Maximize engagement by using triggers such as New or Updated Contact and New Upcoming Event to signal customer interest.

2. Synchronize Data with CalendarLink

Effortlessly map customer names, event dates, and descriptions from TradePortal, with optional RSVP functionality.

3. Distribute Your Calendar Invite

Receive your Add-to-Calendar link and seamlessly integrate it into communications for instant accessibility.

Fire TradePortal Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose a New Event or Updated Contact trigger to begin automating your TradePortal workflows.

2. Map Add-to-Calendar Data

Import calendar titles, event dates, times, and attendee details directly into your customer management system.

3. Send Messages with Ease

Automatically update contact records and send emails or SMS to engage customers, using actions like Send Email and Send SMS.

Pro Tips for TradePortal and Add-to-Calendar

• Utilize click analytics to optimize event engagement.
• Ensure invites are timezone-aware to avoid confusion.
• Brand your calendar invites for a consistent customer experience.
• Use smart reminders to minimize no-shows.