Creating and Editing Calendars

Modified on Sat, 05 Feb 2022 at 11:19 AM

This is the overview of setting up your calendars and making any adjustments.

Sync options for old calendars

One way:

All events from Google calendar will be shown as grey. It will not add whoever is invited in the Google event to MarketingPlex. But will still sync the Appointments from MarketingPlex to the Google calendar and block the timeslot pulled from Google.

Two way:

All events from google calendar will be colored and will talk to each other. MarketingPlex will find who is invited in the Google event, create a contact record for them, and fire off any triggers associated with the calendar.

Smart:

When an event is created in Google calendar but the contacts associated with the event were not found to be already existing in MarketingPlex as contacts, MarketingPlex will not add them as contacts but will block the time off in your MarketingPlex calendar (event color will be gray).

Alternatively, when an event is created in Google calendar and the contacts associated with the event were found as existing contacts in MarketingPlex, MarketingPlex will color code the event and fire off any triggers associated with the calendar.

Disable Trigger:

All Google Calendar event contacts will be pulled into MarketingPlex as new contacts, but no triggers associated with the MarketingPlex calendar will fire.

New Team calendar update:

We updated so that the sync option will be found in the Settings->Profile page after you integrate the Google account. You will need to log in as the user and go to the Settings -> Integrations page to connect with the Google account. After that is done, you can connect to the Google account under the Profile tab in the Calendar Configuration section.

For the sync option here, it would be the same idea as what we had before. Allow contact creation means that we will create a contact for the guests we found in the Google events. After you select the default calendar. The Allow Trigger option would show up and that means if you want the appointment triggers or Customer booked appointment trigger to fire for the contact we created to add the lead to the appointment reminder campaigns.