Add an Outlook Calendar Event to an Email Template


Step 1: Schedule an Outlook Appointment

You can create the appointment on your own Outlook calendar, on a shared calendar, or on an extra calendar in your Calendar folder.

Step 2: Save an ICS File

Once you have created an appointment, you will need to save it as an .ics (calendar) file so that you can upload it to the ClickDimensions Document Manager.

1. In the Outlook calendar, open the appointment.

2. Click FileSave As.

2016 Outlook File Button

3. Using the Save As drop down menu, navigate to and select the desired location.

4. In the File name text box, type the desired filename.

3

5. Verify that the Save as type is iCalendar Format (*.ics).

6. Click SAVE.

Step 3: Upload the .ics to the ClickDimensions Document Manager.

Once you have saved the .ics (calendar) file, you will need to upload it to the ClickDimensions Document Manager, in order to attach it to the email marketing template you wish to send out.

1. Navigate to ClickDimensions File Manager by clicking on the link icon in the builder.

2. Click the File tab and choose the .ics file to upload to the File Manager. (We suggest having a separate folder for events.)

3. Click Open.

2016 Outlook Example

4. After the .ics file is uploaded, select it, and click Insert Link.

When your recipient receives the email, you can now track whether they have clicked on the link and added the event to their calendar, the same as with any other type of attachment. When they click on the link it will download to their computer. When they open the file, it will open the appointment in Outlook and allow them to save it to their calendar.


Step 1: Schedule an Outlook Appointment

You can create the appointment on your own Outlook calendar, on a shared calendar, or on an extra calendar in your Calendar folder.

Step 2: Save as an ICS File

Once you have created an appointment, you will need to save it as an .ics (calendar) file so that you can upload it to the ClickDimensions Document Manager.

1. In the Outlook calendar, open the appointment.

2. In the appointment dialog box, from the OFFICE button, select Save As

3. Using the Save in pull-down menu, navigate to and select the desired location

4. In the File name text box, type the desired filename

5. Verify that the Save as type is iCalendar Format (*.ics)

6. Click SAVE

 Step 3: Upload the .ics to the ClickDimensions Document Manager.

Once you have saved the .ics (calendar) file, you will need to upload it to the ClickDimensions Document Manager, in order to attach it to the email marketing template you wish to send out.

1. Navigate to ClickDimensions Document Manager by clicking on the icon with the paperclip in the editor.

2. Click Upload and select the location you wish to upload the .ics file. (We suggest have a separate folder per event.)

3. Click Upload.

4. After the .ics is uploaded, select it, and press insert.

When your recipient receives the email, you can now track whether they have clicked on the link and added the event to their calendar, the same as with any other type of attachment. When they click on the link it will download to their computer. When they open the file, it will open the appointment in Outlook and allow them to save it to their calendar.


Feature Added: Original
Feature Updated: Any
ClickDimensions Version Need: Any