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CalendarSnack Work Flow.pdf
The document describes the process of creating, updating, cancelling, and sending calendar invitations using Calendar Snack. Key steps include the organizer creating an event in their calendar and adding Calendar Snack as an invitee. Calendar Snack then sends invitations to attendees, tracks RSVPs, and provides reporting to the organizer. The organizer can use various methods like landing pages, email marketing, and webforms to distribute invitations.
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CalendarSnack Work Flow.pdf
- 1. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved At-a-Glance // Creating a Calendar Snack Create Event (meeting) in Calendar Add create@ calendarsnack.com as Invitee Save Event Send Event Receive New Calendar Invitation Sends Calendar Snack Create Notification Email to Organizer Receives Calendar Snack Create Notification Email Clicks link in Email Calendar Online (dashboard or single event) Create New Calendar Snack
- 2. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved At-a-Glance // Updating a Calendar Snack Edit/Update Event (meeting) in Calendar Send Event Updated Calendar Invitation Receive and Save Updated Event data Sends Calendar Snack Update Notification Email to Organizer Receives Calendar Snack Update Notification Email Clicks link in Email Calendar Snack Event Reporting Page Send Updated Calendar Invitation for Invitee List Save Event
- 3. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved At-a-Glance // Cancelling a Calendar Snack Cancel Event (meeting) in Calendar Send Event Cancel Calendar Invitation Receive and Save Cancel Event data Send Calendar Snack Cancel Notification Email to Organizer Receive Calendar Snack Cancel Notification Email Clicks link in Email Calendar Snack Event Reporting Page Send Cancel Calendar Invitation for Invitee List Save Event
- 4. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved At-a-Glance // Sending with Landing Pages Goes to Landing Page Receives Calendar Invitation Enters Email Address Sends Calendar Invitation to Invitee Adds New Invitee to Invitee List Updates Event Reporting Upcoming Events and Single Event Landing Pages Receives Invitation Request from Invitee Copies and Shares Landing Page Link in Marketing Campaign, Social Media, Online, etc.
- 5. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved At-a-Glance // Sending with Email Marketing Add CTA Link to the Email Campaign Sends the Email Campaign to a Specific List Sends Calendar Invitation to Invitee Adds New Invitee to Invitee List Updates Event Reporting Email Marketing CTA Link(s) based upon your chosen Email Marketing Platform Receives Invitation Request from Invitee Copies Link Email Marketing Platform Receives Calendar Invitation Clicks CTA Link to Receive a Calendar Invitation CTA “Thank You” Landing Page
- 6. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved Code for Webform Embed (iFrame) Paste Code for Webform Embed on Any Webpage At-a-Glance // Sending with Webform Embed Receives Calendar Invitation Enters Email Address Sends Calendar Invitation to Invitee Adds New Invitee to Invitee List Updates Event Reporting Receives Invitation Request from Invitee Input Inbox for Invitee Email Address
- 7. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved Prepares VIP List of Email Address At-a-Glance // Sending to a VIP List Receives Calendar Invitation Sends VIP List to Calendar Snack Email Address Sends Individual Calendar Invitation Creates Individual Calendar Invitations for Each Email Address on VIP List Updates Event Reporting Receives VIP Email with VIP CSV File Creates CSV File from Email List Sends Calendar Snack VIP List Send Notification Email to Organizer Receives Calendar Snack VIP List Send Notification Email
- 8. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved Send Calendar Invitation to Invitee Upon Request At-a-Glance // RSVP Overview Receives Calendar Invitation in Email Inbox Updates Invitee Record with RSVP Status Updates Event Reporting – Adds Invitee and Records RSVP Status as “No Action” Receives RSVP Simultaneously added to Calendar RSVP Yes RSVP Maybe RSVP No Invitee Takes a RSVP Action (either in Email Inbox or on Calendar) Updates Event Reporting RSVP is Automatically Sent
- 9. Calendar Snack Organizer Invitee 31Events/Calendar Snack //Copyright 2012-2022 // All Right Reserved Event Report Page At-a-Glance // Request Invitee Report Receive Event Invitee Report (as CSV) Scroll to Invitee Section, Click “Send Invitee Report” Create Invitee Report Send Invitee Report (as CSV attachment)