Calendly AI Campaign Builder: Difference between revisions

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'''Navigation:''' [[Main_Page]] > [[Campaigns]] > Calendly AI Campaign Builder
'''Navigation:''' [[Main_Page]] > [[Campaigns]] > Use the Calendly AI Campaign Builder


= Use the Calendly AI Campaign Builder =
== Use the Calendly AI Campaign Builder ==


== Introduction ==
ActiveCampaign’s '''Calendly integration''' provides a seamless way to create email campaigns that incorporate meeting information directly from your Calendly account. This feature is particularly relevant for users looking to streamline their scheduling process while ensuring that their email campaigns reflect the most current meeting availability. By leveraging the power of artificial intelligence, you can create dynamic, relevant emails that improve engagement and increase bookings.
The '''Calendly AI Campaign Builder''' is a powerful tool integrated into ActiveCampaign that enables you to create tailored email campaigns incorporating your Calendly meeting information. This feature is particularly useful as it streamlines the process of scheduling meetings with your clients or contacts, leveraging AI to generate content that is relevant and engaging. Available on the Plus, Pro, and Enterprise plans, this feature simplifies the scheduling process by allowing recipients to book meetings directly from the email, enhancing both user experience and campaign effectiveness.


== How to Access This Feature ==
=== Importance of the Calendly AI Campaign Builder ===
To access the '''Calendly AI Campaign Builder''', log into your ActiveCampaign account and navigate to the '''Campaigns''' section in the left-hand menu. This feature is available for both direct campaigns and automated campaigns.
The '''Calendly AI Campaign Builder''' is crucial for businesses that rely heavily on meetings and appointments. With this tool, you can easily inform your audience about available meeting times, increasing the likelihood of them booking appointments. Using AI to generate emails not only saves time but also helps maintain a consistent messaging approach that is essential for branding and customer exposure.
 
=== How to Access the Feature ===
To access the '''Calendly AI Campaign Builder''', you need to have the Calendly integration set up in your ActiveCampaign account. This feature is available for users on the Plus, Pro, and Enterprise plans. Once you have confirmed that your account is eligible and your Calendly integration is active, follow the steps below to get started.


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==
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=== Using the Calendly AI Campaign Builder with Direct Campaigns ===
=== Using the Calendly AI Campaign Builder with Direct Campaigns ===
1. From your ActiveCampaign account, click '''Campaigns''' on the left menu.
1. From your ActiveCampaign account, click '''Campaigns''' on the left menu.
2. Input one of the keywords listed in the section below into the prompt generator, then click the '''Generate campaign''' button.
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, displaying:
3. A new window will open:
   - The left side where you can select a layout, provide feedback to messaging, make quick edits, and view a carousel of synced meeting events.
   - 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 shows a preview of the campaign along with synced Calendly meeting information, including meeting dates and times. Your customers can click on a time slot in the email to book a meeting with you.
   - 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, click the block in the design, then select the '''Remove meeting''' button that appears in a modal.
   - To remove the meeting block from the design, click the block in the layout and choose the '''Remove meeting''' button that appears.
   - To re-add the meeting block, click the events you wish to include on the left, then click the '''Regenerate''' button.
   - If you want to re-add the meeting block, select the desired events from the left and click '''Regenerate'''.
    
    
   *Note: It is not possible to change meeting event details displayed in your campaign, as these are pulled directly from your Calendly account.*
   *Note: You cannot modify the meeting event details displayed in your campaign, as these are pulled directly from your Calendly account.*
4. To make modifications to your email design, click '''Edit in campaign designer'''.
 
5. The campaign designer will open, allowing you to further customize your messaging.
4. To edit the email design further, click '''Edit in campaign designer'''.
6. If you are not ready to send your campaign, click '''Save and exit'''. Alternatively, you can click '''Next''' to proceed to the Campaign Summary page, where you can send or schedule your campaign.
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 ===
=== Using the Calendly AI Campaign Builder with Automated Campaigns ===
1. From your ActiveCampaign account, click '''Automations''' on the left menu.
1. From your ActiveCampaign account, select '''Automations''' from the left menu.
2. Edit or create a new automation.
2. Either edit an existing automation or create a new one.
3. Click a node (+) in the automation builder; the automation action menu will open on the right side.
3. Click a node (+) within the automation builder. This will open the automation action menu on the right side.
4. Click '''Sending''', then select '''Send an email'''.
4. Select '''Sending''', then click '''Send an email'''.
5. Click '''Create a new email'''.
5. Choose '''Create a new email'''.
6. Enter a keyword from the list provided later into the AI prompt block, then click the '''Generate with AI''' button.
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.
7. The email will generate, containing Calendly meeting event details.
  - 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.
    
    
  *Event details displayed will be based on the most recently connected meeting event synced into ActiveCampaign. You cannot choose which meeting event to include, as this information is pulled directly 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. On the next screen, update your email name, subject line, and preheader, and modify the '''From''' and '''Reply to''' details as needed. To edit the email design, click on the design block, then click '''Edit Design'''.
8. In the campaign designer, you can make additional updates.
9. The campaign designer will open, allowing you to make further 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'''.
10. If you aren't ready to send your campaign yet, select '''Save and exit'''. You can also click '''Next''' to go to the Campaign Summary page for sending or scheduling your campaign.


== Configuration Options and Settings ==
=== Configuration Options and Settings ===
When using the '''Calendly AI Campaign Builder''', consider the following keywords that can trigger the AI to generate content for your campaigns:
Below are the necessary keywords that can be used with the '''Calendly AI Campaign Builder''' to create effective campaigns:
- Appointment
- Appointment
- Attendee
- Attendee
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- Video call
- Video call


These keywords help tailor the campaigns and ensure relevant content is delivered to your audience.
=== Best Practices and Tips ===
 
- Always ensure your Calendly account syncs properly with ActiveCampaign so that the latest events are reflected in your campaigns.
== Best Practices and Tips ==
- Use a mix of applicable keywords to test what resonates best with your audience.
- Ensure that your '''Calendly''' account is fully connected, and that your meeting information is up to date to avoid sending inaccurate scheduling details.
- Regularly monitor feedback from recipients regarding the clarity of booking procedures outlined in your emails.
- Use clear and engaging keywords when generating your campaigns to optimize the chance that the AI generates useful content.
- Consider sending reminder emails using the AI generated content for upcoming meetings to reduce no-shows.
- Preview your email before sending to ensure that all meeting details are correct and that the design is appealing.
- Regularly assess the effectiveness of your campaigns by analyzing engagement metrics and making adjustments as necessary.
 
== Common Use Cases with Examples ==
- **Client Follow-ups**: Sending post-meeting emails to clients with available slots for further discussions using the AI Campaign Builder.
- **Booking Reminders**: Using the tool to remind attendees of upcoming meetings and allow them to reschedule if necessary.
- **Event Invitations**: Creating email invitations for group meetings or webinars, enabling attendees to choose their preferred time slots directly from the email.
 
These examples illustrate the versatility of the '''Calendly AI Campaign Builder''' in enhancing your email marketing strategy.


== Troubleshooting ==
=== Troubleshooting ===
- **Issue**: Meeting details are not appearing in the generated email.
If you encounter issues with the '''Calendly AI Campaign Builder''', consider the following troubleshooting steps:
  - **Solution**: Ensure that your '''Calendly''' account is connected properly and that there are active meeting events available.
- 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.
- **Issue**: Unable to modify meeting event details in the email.
- Double-check that you are entering valid keywords into the prompt generator to generate the campaign.
  - **Solution**: Remember that meeting details are automatically pulled from your Calendly account; you cannot modify them in the email.
- If meeting details are not displaying, ensure your Calendly account has active events synced at the time of generation.


== FAQ ==
=== Related Features ===
1. **What plans support the Calendly AI Campaign Builder?**
- [[Automations]]: Explore how automated workflows can enhance your marketing strategies.
  - The feature is available on the Plus, Pro, and Enterprise plans.
- [[Email Campaigns]]: Learn about various methods to create impactful email marketing campaigns.


2. **Can I use this feature with automated campaigns?**
=== Frequently Asked Questions (FAQ) ===
  - Yes, the Calendly AI Campaign Builder can be utilized for both direct and automated campaigns.
'''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.


3. **How do I generate content for my email campaigns?**
'''2. What kind of campaigns can I build using this feature?'''
  - Input one of the specified keywords into the AI prompt generator to create relevant campaign content.
You can create both direct and automated campaigns that include Calendly meeting information.


4. **Can I customize the meeting details shown in the email?**
'''3. Are there any specific keywords I should use?'''
  - No, meeting details are automatically pulled from your Calendly account and cannot be modified in the email.
You can use a variety of keywords such as Appointment, Availability, Meeting, and more to generate your campaigns.


5. **What should I do if my meeting details are not accurate?**
'''4. Is this feature available on all plans?'''
  - Verify that your Calendly account is synced correctly and that the meeting details are current.
No, the '''Calendly AI Campaign Builder''' is only available for Plus, Pro, and Enterprise plans.


6. **Is there a way to preview my email before sending?**
'''5. How do I know if my Calendly is properly integrated?'''
  - Yes, you can view a preview of the email in the campaign window after generating it.
To check integration status, navigate to your account settings and review your connected integrations.


7. **Can recipients book meetings directly from the email?**
'''6. Can I test the email before sending it?'''
  - Yes, recipients can click on available time slots in the email to book meetings with you.
Yes, you can save and preview the email before sending or scheduling the campaign.


For further assistance and in-depth exploration of related features, refer to the ActiveCampaign support documentation.
'''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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Latest revision as of 17:34, 3 November 2025

```mediawiki Navigation: Main_Page > Campaigns > Use the Calendly AI Campaign Builder

Use the Calendly AI Campaign Builder[edit | edit source]

ActiveCampaign’s Calendly integration provides a seamless way to create email campaigns that incorporate meeting information directly from your Calendly account. This feature is particularly relevant for users looking to streamline their scheduling process while ensuring that their email campaigns reflect the most current meeting availability. By leveraging the power of artificial intelligence, you can create dynamic, relevant emails that improve engagement and increase bookings.

Importance of the Calendly AI Campaign Builder[edit | edit source]

The Calendly AI Campaign Builder is crucial for businesses that rely heavily on meetings and appointments. With this tool, you can easily inform your audience about available meeting times, increasing the likelihood of them booking appointments. Using AI to generate emails not only saves time but also helps maintain a consistent messaging approach that is essential for branding and customer exposure.

How to Access the Feature[edit | edit source]

To access the Calendly AI Campaign Builder, you need to have the Calendly integration set up in your ActiveCampaign account. This feature is available for users on the Plus, Pro, and Enterprise plans. Once you have confirmed that your account is eligible and your Calendly integration is active, follow the steps below to get started.

Step-by-Step Instructions[edit | edit source]

Using the Calendly AI Campaign Builder with Direct Campaigns[edit | edit source]

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[edit | edit source]

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[edit | edit source]

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[edit | edit source]

- 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[edit | edit source]

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[edit | edit source]

- 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)[edit | edit source]

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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