- How to add tags to ConvertKit subscribers for each scheduled event in Outlook Calendar
- 1. Create your playbook and set the Outlook Calendar trigger as "Event scheduled"
- 2. Add the "Add tag to subscriber" in ConvertKit automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Outlook Calendar and ConvertKit
How to add tags to ConvertKit subscribers for each scheduled event in Outlook Calendar
Create your playbook and set the Outlook Calendar trigger as "Event scheduled"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Event scheduled" under Outlook Calendar. Then, select the Calendar. This will allow your playbook to automatically detect the new scheduled event in Outlook Calendar and initiate necessary actions.
If this is your first time using a Outlook Calendar integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add tag to subscriber" in ConvertKit automation
Integrate the ConvertKit automation into your playbook to ensure the prompt addition of a new tag to subscriber for each new event scheduled in Microsoft Outlook Calendar.
Click the "Add step" button, then locate the "Add tag to subscriber" automation for ConvertKit and input the mandatory and relevant details.
If your ConvertKit account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your ConvertKit account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new tag to subscriber in ConvertKit. Once turned on, it will respond to each new event scheduled in Microsoft Outlook Calendar by automatically adding a tag to subscriber in ConvertKit without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.