How to use the Add to Calendar Module

This guide will walk you through the steps to create and personalize the "Add to Calendar" module within HubSpot.

The "Add to Calendar" module is a versatile tool that allows recipients to easily add your events to their calendars directly from your emails. This module can be used with events managed through SimpleEvents or with any other events not using SimpleEvents.

Step 1: Request the "Add to Calendar" Module

• If you haven't already, request the "Add to Calendar" module from SimpleEvents.

Step 2: Open an Email in HubSpot

1. Go to your HubSpot account and navigate to the email marketing section.
2. Open an existing email template or create a new one where you want to add the "Add to Calendar" feature.

Step 3: Drag and Drop the "Add to Calendar" Module

1. Once the module is installed, locate it in your HubSpot modules panel under the +More button in the email editor.
2. Drag and drop the "Add to Calendar" module into your email template.

Step 4: Customize the Module

• Using SimpleEvents:
  • Select "Use a Marketing Event" if your event is already managed within SimpleEvents.
  • The module will automatically populate with event details such as the title, date, time, location, and virtual meeting links (e.g., Zoom).
  • Customize further options like hiding the event name or adding custom headings.
• Without SimpleEvents:
  • If your event is not in SimpleEvents, turn off the "Use a Marketing Event" option.
  • Manually enter the event details such as the title, date, time, location, and description.
  • You will need to upload an ICS file for calendar integration. There are online tools or text editor methods to generate an ICS file, which can be referenced in the module settings.

Step 5: Adjust Layout and Design

1. You can adjust the positioning of the module by dragging it to different sections of your email template.
2. Customize padding and spacing as needed to align with your email design preferences.

Step 6: Preview and Test

1. Once you have configured the module and customized your email, use the preview feature in HubSpot to see how the "Add to Calendar" functionality will appear to recipients.
2. Test the calendar links by clicking on them in the preview. This should open the corresponding calendar application (Google Calendar, Outlook, Apple Calendar) with the event details pre-filled.

Step 7: Finalize and Send

1. Save your changes to the email template.
2. Send a test email to yourself or a colleague to ensure all elements, including the "Add to Calendar" links, function as expected.
3. Once satisfied, add the email to a campaign or send it as needed.

The "Add to Calendar" module is a powerful tool to enhance engagement by making it easy for recipients to add your events to their calendars. Whether you're using SimpleEvents or managing events independently, this module allows for seamless integration into your email templates. Follow these steps to ensure your recipients never miss an event!