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📅 Calendly Integration

Jomar
Updated

Effortlessly schedule follow-up meetings with customers by embedding Calendly links into your AskNicely communications. You can insert a Calendly link into:

  • ✉️ Email Templates

  • ⚡ Workflows

  • 📋 Survey Questions

🚀 Getting Started

  1. Navigate to App Store > Discover > Calendly

  2. Click the Set up button

  3. Enter the FULL Calendly URL (e.g., https://calendly.com/asknicely)

  4. Add your Display Text – this is how the hyperlink will appear in emails and surveys

📨 Calendly in Reply Templates

Save time by creating response templates that include your Calendly link.

  • From the Responses Page, open a response card.

  • Click on Reply Template.

  • Select your Calendly-themed template or create a new one.

  • Edit the default message by clicking the ✏️ icon to personalize.

⚙️ Calendly in Workflows

You can insert your Calendly link directly into email workflows:

  • Scroll to the bottom of the Workflows page

  • Locate the Insert Calendly Link button

  • Click to insert the link into the body of your email

🔔 Note: Only one Calendly link can be used per Workflow. If you insert multiple {calendly_link} placeholders, all will resolve to the last Calendly URL.

🧾 Calendly in Your Survey Template

If you have Additional Questions as part of your plan, you can include a Calendly link in your survey.

  • Go to Surveys > Survey tab

  • Click +New Question

  • Select Calendly Link

  • Customize your display text and Calendly URL

When a respondent clicks “Find a Time”:

  • A Calendly scheduler appears inside the survey

  • Upon booking, they'll receive a confirmation message

💬 Need Additional Questions enabled? Email support@asknice.ly to activate this feature.

❓ Calendly Integration FAQs

Q: Can I use Calendly in SMS workflows?
A: No, Calendly links can't be inserted directly into SMS workflows. However, you can send a Reply Template via SMS that contains a Calendly link.

Q: Can I include multiple Calendly links in a single workflow?
A: No. All instances of {calendly_link} will render the last URL entered.

Q: Can I use multiple Calendly links in one Reply Template?
A: Yes! But only if you're not reusing the {custom_calendly_link} field multiple times. For multiple links, use full URLs instead of the dynamic placeholder.

🙋 Need Help?

Reach out via the in-app chat bubble or email us at support@asknice.ly — we’re happy to assist!

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