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Marketing Stack Tech Tools: Calendly

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Leah Faul

This presentation was created for the Houston Interactive Marketing Association's Marketing Stack Workshop, August 2017. Learn the ins and outs of Calendly, a simple meeting scheduler that eliminates the back-and-forth messaging that often comes with making plans. Find out how and why you should be using Calendly.

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Calendly Easy Meeting Scheduler
The Problem Scheduling a meeting or appointment takes a minimum of two back-and-forth messages
The Solution: Calendly ● People making an appointment with you can easily see when you’re available and schedule a meeting. ● Connects to your Google, Office 365, iCloud, or Outlook Calendar to avoid scheduling conflicts. ● Fewer emails for everyone, and no back-and-forth. ● Very simple and easy to use. ● You completely control your schedule.
Features ● One-on-one or group meetings scheduled in the same timeslot. ● Tell Calendly which hours throughout the day you’re available, and add a custom buffer between meetings. ● Limit the number of meetings per day. ● Automatically detects timezones so everyone expects the same time. ● Works for teams.
Client Side
My Side Email Notification Added to Calendar
How I Use It Add to email signature
How I Use It Multiple event types
Calendly for Lead Gen
Calendly for Lead Gen
How to Create a New Event Type
Integrations
Pro-Tips ● Embed Calendly on your website so your visitors can book time with you directly from your site. ● Customize the invitee questions to collect valuable intel and lead data ○ You can also ask if there’s something you need to prepare before the meeting so no valuable time is wasted. ● Customize notifications so the messaging is consistent with your brand. ● Integrate Calendly with the other tools you already use.
Automations Sample zaps: + = productivity! ● Create Mailchimp subscribers from Calendly invitees ● Add Salesforce leads from new Calendly events ● Create Google Sheets rows from new Calendly events ● Create meetings in GoToMeeting from scheduled Calendly events ● Send a Slack direct message when new Calendly events are scheduled
Want to Set Up Your Own Calendly?

More Related Content

Marketing Stack Tech Tools: Calendly

  • 2. The Problem Scheduling a meeting or appointment takes a minimum of two back-and-forth messages
  • 3. The Solution: Calendly ● People making an appointment with you can easily see when you’re available and schedule a meeting. ● Connects to your Google, Office 365, iCloud, or Outlook Calendar to avoid scheduling conflicts. ● Fewer emails for everyone, and no back-and-forth. ● Very simple and easy to use. ● You completely control your schedule.
  • 4. Features ● One-on-one or group meetings scheduled in the same timeslot. ● Tell Calendly which hours throughout the day you’re available, and add a custom buffer between meetings. ● Limit the number of meetings per day. ● Automatically detects timezones so everyone expects the same time. ● Works for teams.
  • 7. How I Use It Add to email signature
  • 8. How I Use It Multiple event types
  • 11. How to Create a New Event Type
  • 13. Pro-Tips ● Embed Calendly on your website so your visitors can book time with you directly from your site. ● Customize the invitee questions to collect valuable intel and lead data ○ You can also ask if there’s something you need to prepare before the meeting so no valuable time is wasted. ● Customize notifications so the messaging is consistent with your brand. ● Integrate Calendly with the other tools you already use.
  • 14. Automations Sample zaps: + = productivity! ● Create Mailchimp subscribers from Calendly invitees ● Add Salesforce leads from new Calendly events ● Create Google Sheets rows from new Calendly events ● Create meetings in GoToMeeting from scheduled Calendly events ● Send a Slack direct message when new Calendly events are scheduled
  • 15. Want to Set Up Your Own Calendly?

Editor's Notes

  1. How many times have you gone back and forth trying to set up a meeting?
  2. They can’t see what’s on your calendar, just when you are and aren’t available
  3. No time zone errors...you can choose how many meetings a day youll have and if you want to put a 15- or 30-min buffer between meetings so you’re not busy back to back
  4. This is what it looks like when someone tries to book an appointment with you… They can see the days and times youre available and compare if that works for them as well They enter contact details (you choose which details and if they’re required or not)
  5. This is what it looks like when someone schedules a calendly event with me I get an email notification and it’s automatically added to my google calendar.
  6. I like to add my calendly link to my email signature. This further reduces the back and forth scheduling time because the invitee doesnt even have to propose a meeting.. All they have to do is click my signature to set up a time with me,
  7. Multiple event types
  8. Cuts off