Documentation, Guides & Resources for Calendar Snack
Calendar Snack Documentation
Step 1: Invite Us.
Create a new calendar event in Google Calendar or Microsoft Outlook. Add all the relevant information. Then, invite Calendar Snack to the newly created event by adding firstname.lastname@example.org as a guest/attendee.
The Event can come from any source (you don’t have to be the Event’s coordinator), just add us to the Invitee List and send. Within Calendar Snack, you are the Event’s coordinator.
Best Practice – We highly recommend creating a “new” Event for use with Calendar Snack (although not required). If you received the event from either another person, or from an application (like your webinar software), duplicate the event prior to inviting Calendar Snack. Both Google Calendar and Outlook 365 Online have a menu option to easily duplicate the event, if you use Outlook Desktop, you will need to re-enter the Event’s information.
NOTE: Please use either Google Calendar or Microsoft Outlook to create your Calendar Snack. You can use either the desktop, browser or mobile versions of either of those calendar applications.
Step 2: Calendar Snack Confirmation Email
You will receive an email from email@example.com (that’s us) confirming the details. If you do not see an email within a few minutes, please check your Spam or Junk folder – there is always the possibility has been filtered. It’s important to save this email right now. For security purposes, we don’t provide a method to recover this information, specifically, the Event ID is unique and is used extensively throughout the Calendar Snack application.
Step 3: Calendar Snack Create (Summary, Review & Test)
Within the Confirmation Email, click on the Calendar Snack link. You will go to the Create page for the newly created Calendar Snack. Although we showing example numbers below, your Snack will be blank (no numbers). It’s time to change that by sending a test Invitation (next step).
Step 4: Calendar Snack Test
Scroll to the bottom of the page. Click the SEND TEST INVITE button, and an invitation will be send to the Organizer’s email address. It should be there within seconds.
Check your email client for the newly sent Event Invitation (it could be in the SPAM folder). To test RSVP, click either the ACCEPT or TENTATIVE. Return to the Calendar Snack Summary page, if it worked, the summary numbers will have changed (you may need to refresh the page to see the updated numbers).
Within Calendar Snack, we limit the number of invitations a single email address can receive. This way, your Invitees will only receive a single invitation, regardless of the opt-in source. Once the test is completed, the Test Button will go away, and you will see a system message.
On the Create Page, we have provided a sample Testing process for your Snack. If this is the first time you’ve used Calendar Snack, we suggest going through all the testing steps.
Step 5: Calendar Snack Send – sending invitations
When you are ready, we’ve provide several options on how to “use” your Calendar Snack. Currently, there are three options, they are ready to use immediately.
- Opt-in Webpage Embeddable Form
- CTA Link for Mailchimp Marketing Campaigns
- Landing Page with Event Information
Step 5a: Sending with Landing Page Link
Calendar Snack provides a pre-designed Landing Page for immediate use. It is a single URL/link that can be used in Email or social media. All you need to do is copy the link (use the simple Grab-n-Go button) and paste it anywhere.
Step 5b: Sending with Mailchimp CTA Link
We have also provide a simple way to include a direct-send invitation within your Mailchimp campaigns. Navigate to the Mailchimp CTA section on the CODE page, and copy the entire HTML URL Link provided. Within the Mailchimp Campaign Designer, copy this URL for any design element you would like to have the link. It has been tested as a Button Link, a text link or a graphics link.
You can EDIT the Landing Page of the CTA Link with the input text box provided to any valid URL, beginning with HTTPS or HTTP. If you are editing the CTA Landing Page URL, do that prior to copying the CTA Link.
Test your campaign and click the link to ensure it works properly.
NOTE: When the CTA link is clicked, it sends a calendar invitation and then “lands” on the designated CTA Landing Page. The Calendar Snack Default Landing Page is the Landing Page represented above. Best practices would be to change the Landing Page to your own, with your branding and information. We do not save this Landing Page, upon page refresh, it will revert to the Default Landing Page link.
Step 5c: Sending with Webform
Calendar Snack provides an email weform which can be used on any webpage, as long as you have access to either the HTML or the ability to insert an iFrame. Once again, just copy the iFrame code and paste it into the HTML of the webpage. Once inserted, you can create any design around the webform.
Step 6: Calendar Snack Report
The Calendar Snack Summary page provide a quick summary of how many invites have been sent, along with the count of RSVPs received.
The Calendar Snack Invitee Detail page provides a detailed view of those numbers, along with the Name (if provided) and Email address provided. Within the table view, you can Sort (ascending/descending) columns or type within the Search box. Search is immediately available, and will start eliminating Invitee records based upon what’s typed.
Also available are the Invitee Details. To receive the report via email, just click the GET YOUR REPORT button, and the details report will be emailed to the Organizer’s email address. Your report will come as a CSV file, which can be used within multiple marketing tools for analysis.
Invitation Source: All invites sent and RSVPs received have a source associated with them, and are provided within the Detailed Invitee Report.
Source Reporting Explained
Invitation Source is defined by Calendar Snack, and provides a consolidated manner to view the Source of the invitation request.
Opt-in Requests are those generated by either your Email Marketing Campaigns, Webforms or Landing Page. They are 100% requested by the Invitee.
Shared Invitations are based upon RSVP responses received, but there isn’t an invitation sent to that email address. This could happen in a couple different way, (1) an Invitee actually wants this invitation on a different calendar and forwards it (or RSVPs to it) from a different email address, or (2) the invitation is forwarded to a friend or co-worker.