Calendly Integration Update: Event Types

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Calendly Integration Update: Event Types

Introduction

The Calendly Integration Update: Event Types is a pivotal enhancement for all users utilizing the Calendly and ActiveCampaign integration. This update significantly expands the capabilities of your integration by enabling users to receive notifications and data for all event types available through Calendly. Specifically, this now encompasses one-to-one meetings, group events, round robin scheduling, and collective events. This feature is crucial for businesses looking to create more personalized and scalable communication with their clients and prospects. It empowers users to tailor their interactions based on various meeting formats, thereby enhancing the overall customer experience.

How to Access This Feature

To access the updated event types through your Calendly integration, you must ensure that your Calendly account is connected to your ActiveCampaign account. If you haven't already set up this connection, you will need to follow the integration process outlined in ActiveCampaign documentation.

Step-by-Step Instructions

1. **Connect Your Calendly Account to ActiveCampaign**:

  - If you haven't previously linked your accounts, refer to the additional resources section below for detailed guidance on how to connect them.

2. **Access Event Types**:

  - Once connected, navigate to the integration settings within your ActiveCampaign account. This typically involves going to the Integrations section from your account dashboard.

3. **Select Event Types to Monitor**:

  - Upon accessing the integration settings, you will see options to select which event types you want to receive. This will likely include options for:
    - **One-to-One Meetings**
    - **Group Events**
    - **Round Robin Scheduling**
    - **Collective Events**

4. **Save Your Settings**:

  - Be sure to click on the Save button after selecting the desired event types to ensure your preferences are applied.

5. **Test the Integration**:

  - It is advisable to perform a test by creating a sample event in Calendly and checking for corresponding data entries in ActiveCampaign.

Configuration Options and Settings

This feature allows for the following configuration options: - **Event Types Availability**: You can choose to receive notifications for the following:

 - **One-to-One Events**
 - **Group Events**
 - **Round Robin Events**
 - **Collective Events**
 

Each of these choices enables tailored engagement with different types of customers and leads.

Best Practices and Tips

- **Leverage All Event Types**: To maximize your outreach, ensure you are utilizing all event types. Each type serves a different purpose and caters to different client needs. - **Monitor Engagement Metrics**: Track how varying event types affect client engagement through your analytics dashboard in ActiveCampaign. - **Maintain Updated Integration**: Regularly check for updates to the integration to ensure optimal performance and features.

Troubleshooting

If you encounter issues while utilizing the Calendly Integration or if specific event types are not appearing, consider the following steps: - **Reconnect Your Calendly Account**: Disconnect and then reconnect your Calendly account to refresh the integration. - **Check Event Type Settings**: Ensure you've selected the desired event types in your integration settings. - **Consult ActiveCampaign Support**: If issues persist, consult ActiveCampaign support for further assistance.

FAQ

• Q: What types of events does the Calendly integration now support?

 * A: The integration supports one-to-one meetings, group events, round robin scheduling, and collective events.
 

• Q: How can I connect my Calendly to ActiveCampaign?

 * A: You can find detailed instructions on connecting your Calendly account to ActiveCampaign in the additional resources section.

• Q: Do I need a specific ActiveCampaign plan to use this feature?

 * A: No, this feature is available for all ActiveCampaign plans.

• Q: Can I customize the types of events I receive from Calendly?

 * A: Yes, within the integration settings, you can select which event types you want to receive notifications for.

• Q: What should I do if I don’t see my event types in ActiveCampaign?

 * A: First, check your integration settings. If the issue persists, try reconnecting your Calendly account or consult support.

• Q: How do I know if my Calendly account is properly integrated?

 * A: Conduct a test by creating an event in Calendly and confirm if it reflects in ActiveCampaign.

Additional Resources

• [How to connect your Calendly to ActiveCampaign](https://help.activecampaign.com/hc/en-us/articles/360010946759-Connect-Calendly-to-your-ActiveCampaign-account#connect-calendly-to-your-activecampaign-account-0-0)

For additional support or questions, visit the ActiveCampaign help center or reach out to customer support for personalized assistance. ```