Add Calendar Integration to Journey Orchestrator (Email Templates)
CS Data Management & Integrations
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.
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After a call is scheduled, I'd like to send an email confirming the call with the customer and create a CTA for the CSM with a playbook based upon the type of call scheduled. If the customer does not schedule a call, I'd like to send a follow up email to the customer with the CSMs contact info and create a CTA for the CSM.
We created a custom object API that can be used to push information into a Gainsight custom object: more info here.
The workflow you are looking for could work by linking the Calendly API to publish when events are created and then push that data into a Gainsight custom MDA object. This is pretty advanced and would require some scripting/light programming work, but should be quite doable.
Here's a sample workflow:
I went with a bit of a hybrid. Calendar links for teams and individual CSMs will be mapped within SFDC and used within JO Programs when automating emails and coordinating meetings. Customers will receive links to their CSMs calendar to schedule a time and the conditional wait is dependant on if the link was clicked or not. If clicked we assume they intended to schedule a meeting so the CSM will confirm and follow up. If not clicked, we close out with an email. Hope this helps!
Hi Team,
Do we any planned ETA for this feature? One of our customer is looking to use this feature in programs.
Best,
Hardik
Hi I see there are a few ideas on this, I know I added a use case already in another post but this is so very important for us!!
We need the ability to tokenize or create a a “Download to calendar” button in JO, rather than only attach the .ICS file to the JO program.
The idea is, somewhere in GS we could upload the .ICS meeting file, then this would generate a URL for us to be able to attach to the button in the JO email template.
When the JO email was sent, the end user could then click on this button, and it would automatically pull up the calendar invite and allow them to save/RSVP that invite to their outlook calendar (or whatever calendar software they use).
This would help us tremendously! Please add this feature!
We are doubling down on JO integrations and this is one of the use-case we want to solve. I will update the ETA as soon as we have more clarity.
We use timetrade, and this will be a great plus for our CS team.