Editing Calendly AI Campaign Builder (section)

== Step-by-Step Instructions ==

=== Using the Calendly AI Campaign Builder with Direct Campaigns ===
1. From your ActiveCampaign account, click '''Campaigns''' on the left menu.
2. In the prompt generator, enter one of the relevant keywords (see the list of keywords below) and click the '''Generate campaign''' button.
3. A new window will open:
   - The left side offers options to select a layout, provide feedback on messaging, make quick edits, and view a carousel of synced meeting events.
   - The right side displays a preview of the campaign that includes synced Calendly meeting information, such as meeting dates and times. Recipients can click on a time slot in the email to book a meeting directly.
   - To remove the meeting block from the design, click the block in the layout and choose the '''Remove meeting''' button that appears.
   - If you want to re-add the meeting block, select the desired events from the left and click '''Regenerate'''.
   
   *Note: You cannot modify the meeting event details displayed in your campaign, as these are pulled directly from your Calendly account.*

4. To edit the email design further, click '''Edit in campaign designer'''.
5. In the campaign designer, additional updates to your messaging can be made.
   *Remember: Meeting details are derived from the most recent data captured from Calendly at the time of block generation.*
   
6. If you are not ready to send your campaign, you can click '''Save and exit'''. Alternatively, click '''Next''' to proceed to the Campaign Summary page, where you can choose to send or schedule your campaign.

=== Using the Calendly AI Campaign Builder with Automated Campaigns ===
1. From your ActiveCampaign account, select '''Automations''' from the left menu.
2. Either edit an existing automation or create a new one.
3. Click a node (+) within the automation builder. This will open the automation action menu on the right side.
4. Select '''Sending''', then click '''Send an email'''.
5. Choose '''Create a new email'''.
6. Enter a keyword (from the provided list) into the AI prompt block and click the '''Generate with AI''' button. The email generated will include details for the relevant Calendly meeting event.
   - The event details included will reflect the most recent meeting events synced to ActiveCampaign. It is not possible to choose specific meeting events, as this information is automatically retrieved from your Calendly account.
   
7. On the next screen, you have the option to update the email name, subject line, and preheader, as well as edit the '''From''' and '''Reply to''' fields. To customize the email design, click the design block and select '''Edit Design'''.
8. In the campaign designer, you can make additional updates.
9. If you're not prepared to send the campaign yet, select '''Save and exit'''. You may also proceed to the Campaign Summary page by clicking '''Next'''.

=== Configuration Options and Settings ===
Below are the necessary keywords that can be used with the '''Calendly AI Campaign Builder''' to create effective campaigns:
- Appointment
- Attendee
- Availability
- Booking
- Calendar
- Calendly
- Co-host
- Confirmation
- Event
- Host
- Invite
- Invitation
- Meeting
- One-on-one
- Reminder
- Reschedule
- Schedule
- Time slot
- Video call

=== Best Practices and Tips ===
- Always ensure your Calendly account syncs properly with ActiveCampaign so that the latest events are reflected in your campaigns.
- Use a mix of applicable keywords to test what resonates best with your audience.
- Regularly monitor feedback from recipients regarding the clarity of booking procedures outlined in your emails.
- Consider sending reminder emails using the AI generated content for upcoming meetings to reduce no-shows.

=== Troubleshooting ===
If you encounter issues with the '''Calendly AI Campaign Builder''', consider the following troubleshooting steps:
- Verify that your Calendly account is properly integrated with ActiveCampaign.
- Ensure that you are using the correct project plans (Plus, Pro, Enterprise) that support this feature.
- Double-check that you are entering valid keywords into the prompt generator to generate the campaign.
- If meeting details are not displaying, ensure your Calendly account has active events synced at the time of generation.

=== Related Features ===
- [[Automations]]: Explore how automated workflows can enhance your marketing strategies.
- [[Email Campaigns]]: Learn about various methods to create impactful email marketing campaigns.

=== Frequently Asked Questions (FAQ) ===
'''1. Can I customize meeting details displayed in the email?'''
No, the meeting details are automatically pulled from your Calendly account and cannot be altered.

'''2. What kind of campaigns can I build using this feature?'''
You can create both direct and automated campaigns that include Calendly meeting information.

'''3. Are there any specific keywords I should use?'''
You can use a variety of keywords such as Appointment, Availability, Meeting, and more to generate your campaigns.

'''4. Is this feature available on all plans?'''
No, the '''Calendly AI Campaign Builder''' is only available for Plus, Pro, and Enterprise plans.

'''5. How do I know if my Calendly is properly integrated?'''
To check integration status, navigate to your account settings and review your connected integrations.

'''6. Can I test the email before sending it?'''
Yes, you can save and preview the email before sending or scheduling the campaign.

'''7. How often should I refresh my keywords?'''
It's wise to refresh your keywords periodically based on performance data and audience engagement metrics.
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