"Add This Event To Your Calendar” Custom Values

July 30, 2024•1 min read

In an appointment reminder, you may want to include the "Add This To Your Calendar" option to make it easy for your customers to simply put the event in their personal calendar. This can be done through the Custom Values in the template builder with a few easy steps.

Step 1: Access the Message Templates

In BILT, navigate to your "Message Templates". Either click "Add New" or click the edit icon on an existing template.

Step 2: Update the Template

In the pop up email/SMS builder window, there is a dropdown of "Custom Values". Choose Appointment > Add to Google Calendar OR Add to iCal/Outlook.
Click save at the bottom of the builder screen.

NOTE: You can also do this anywhere you can add custom values to a communication, such as an email or SMS in a trigger, campaign, or workflow.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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