Calendly AI Campaign Builder

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

Use the Calendly AI Campaign Builder

Introduction

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

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.

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. Input one of the keywords listed in the section below into the prompt generator, then click the Generate campaign button. 3. A new window will open, displaying:

  - 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 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.
  - To remove the meeting block, click the block in the design, then select the Remove meeting button that appears in a modal.
  - To re-add the meeting block, click the events you wish to include on the left, then click the Regenerate button.
  
  *Note: It is not possible to change 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. 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.

Using the Calendly AI Campaign Builder with Automated Campaigns

1. From your ActiveCampaign account, click Automations on the left menu. 2. Edit or create a new automation. 3. Click a node (+) in the automation builder; the automation action menu will open on the right side. 4. Click Sending, then select Send an email. 5. Click 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. 7. The email will generate, containing Calendly meeting event details.

  *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.*

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. 9. The campaign designer will open, allowing you to make further updates. 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

When using the Calendly AI Campaign Builder, consider the following keywords that can trigger the AI to generate content for your 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

These keywords help tailor the campaigns and ensure relevant content is delivered to your audience.

Best Practices and Tips

- Ensure that your Calendly account is fully connected, and that your meeting information is up to date to avoid sending inaccurate scheduling details. - Use clear and engaging keywords when generating your campaigns to optimize the chance that the AI generates useful content. - 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

- **Issue**: Meeting details are not appearing in the generated email.

 - **Solution**: Ensure that your Calendly account is connected properly and that there are active meeting events available.
 

- **Issue**: Unable to modify meeting event details in the email.

 - **Solution**: Remember that meeting details are automatically pulled from your Calendly account; you cannot modify them in the email.

FAQ

1. **What plans support the Calendly AI Campaign Builder?**

  - The feature is available on the Plus, Pro, and Enterprise plans.

2. **Can I use this feature with automated campaigns?**

  - Yes, the Calendly AI Campaign Builder can be utilized for both direct and automated campaigns.

3. **How do I generate content for my email campaigns?**

  - Input one of the specified keywords into the AI prompt generator to create relevant campaign content.

4. **Can I customize the meeting details shown in the email?**

  - No, meeting details are automatically pulled from your Calendly account and cannot be modified in the email.

5. **What should I do if my meeting details are not accurate?**

  - Verify that your Calendly account is synced correctly and that the meeting details are current.

6. **Is there a way to preview my email before sending?**

  - Yes, you can view a preview of the email in the campaign window after generating it.

7. **Can recipients book meetings directly from the email?**

  - Yes, recipients can click on available time slots in the email to book meetings with you.

For further assistance and in-depth exploration of related features, refer to the ActiveCampaign support documentation. ```