Calendly AI Campaign Builder

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Use the Calendly AI Campaign Builder

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

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

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. ```