6 Posts

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498 Points

Thu, Nov 29, 2018 9:20 PM

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Add Calendar Integration to Journey Orchestrator (Email Templates)

I'm trying to solve for a use case that has come up a couple times. If I have a set of customers, let's say, users who have open support tickets that have been unresolved for 1 week with upcoming renewals in 120 days, I would like to send them an email through JO from the CSM on the account with a link to their calendar to schedule a call. This would leverage a tool like Calendly or TimeTrade but would continue/branch the program based upon the response within the tool. If a meeting was scheduled within Calendly there would be a followup email confirming the meeting that continues the program, if no meeting scheduled, there would be a short follow up email that ends the outreach.