Calendar Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Insuredmine G Suite Version Update (Personal Gmail, Email, Calendar & Scheduler)

Avinash Barik — Mon, 10 Feb 2025 13:31:50 +0000

Release Date: February 6, 2025

With our latest enhancement, we’ve recently upgraded to a new Email API version to ensure optimal performance for your email, calendar, and scheduling services. With this update, scheduler links have been updated to a new format that you should take note of.

Use Case: Latest version for the Email API will result in faster response times and more reliable scheduling services, significantly enhancing overall user satisfaction.

Note: If you already have scheduler links and used them in the emails, signatures, campaigns, etc, please copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.

But, if you’re using scheduler tags in templates, signatures, campaigns, pipeline automation, or SCD, no changes are necessary within InsuredMine. The updated scheduler tags will be automatically retrieved and will continue to function as expected.

Why It's Important?:

The new scheduler link in v3 API offers improved performance. Using the updated link ensures that agents benefit from the latest updates and functionalities.
Keeping all links updated will maintain consistency across platforms, preventing any confusion for clients or users trying to access the scheduler.
Using the old links may lead to errors or issues that can affect scheduling efficiency and client interactions.

What Agents Need to Do?

1.Copy the New Link: Agents must access the new version of the scheduler and copy the updated link provided.

2. Update Existing Links: Review all previous instances where the old scheduler link was used this includes emails, websites, and any other platforms and replace them with the new link.

3. Test the New Link: After updating, it’s important to test the new links to ensure they function correctly and provide the expected user experience.

What has been Changed?

A new and more improved UI for creating scheduler links.

Old Format Scheduler Page (UI):

New Format Scheduler Page (UI):

How to Generate a Scheduler Link?

Navigate to the Calender Module.
Then, click on Scheduler.

A pop-up window will appear, allowing you to create and manage Scheduler Links to easily share your real-time calendar availability with prospects and clients.
If you have no scheduled events available on the scheduler page as shown in the above image, click to ‘Create New.’

Add the Event Information details such as Title, Duration, Meeting or Location.
Then click, Create.

You will be redirected to the next page, where you can fill in any additional details if needed.
Click Save Changes.
After saving, the created scheduler list will be visible on this page.

The created scheduler is listed as shown in the image above. Click the three dots and select Preview to review it.

Once you click on Preview, you will see the date and time, which you can send to the client for booking based on their availability.

How to Copy New Scheduler Links and

Next, once you have scheduled the event on the page, copy the scheduler link to share it.
Copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.

After you have shared the link, the client will need to click on it and book a meeting based on their availability, as shown above.

Next, they need to enter the name, email, and any guest details if any, then click “Book Now.”

An email confirmation will be received at the provided email address, which can later be canceled or rescheduled based on availability and preferences.

The post Insuredmine G Suite Version Update (Personal Gmail, Email, Calendar & Scheduler) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Calendar

InsuredMine — Sun, 30 Apr 2023 06:31:11 +0000

In this article, you will learn:

Schedule time efficiently to accomplish more in less time. InsuredMine Calendar helps manage the meetings, work activities, send invites, plan events, share schedules, and a lot more. Set reminders, to-do lists and never miss a deadline or high priority task to stay ahead of the curve.

Manage Appointments: Organize priorities and eliminate the additional back and forth for cancellations and rescheduling with smart calendar features. Share links with clients or prospects to directly book appointments in the calendar.
Add events: Mark any details for easy reference related to the client, lead, prospect or agency. Of course, the usual personal or any miscellaneous work stuff can also be added.
Daily, Weekly, Monthly Previews: The different views help to manage daily details walk-through as well as monthly task line upstream collaboration: Plan team training and meetings with attendee responses.
Sync functionality: Agency website, Facebook page, LinkedIn account, and the Twitter handle can be synced and embedded to showcase upcoming events and arrange appointments on a single platform. Also, the Google Calendar can be synced with InsuredMine Calendar for optimum integration.

Connecting your work email with Calendar

Simply, navigate to the Calendar module and click Connect your email. Your calendar will be automatically synchronized with your work mail.

In case your work email is not connected with Insuredmine, you’ll be directed to the email settings for connecting work email with Insuredmine. Click connect on the screen that appears.

The system guides you to easily link your email. Enter the email id and click Sign in.

Click on the relevant account name and your account is ready to be synced with Insuredmine.

Now, freely keep up with your work schedules and manage every task efficiently.

Enhancement: February 2021

Other Events Markup/ Event color markup in calendar

Now Get the view of Shared Calendar events vs Your events at a glance! Separate colors are used to differentiate between the user’s events that are scheduled and the other connected events that are lodged in your calendar.

Navigate to calendar

Click on any date to view the scheduled events.
The events that are scheduled for the logged-in user will be visible in orange color.
The other connected calendar event will be visible in blue color.
This feature is available in all the views- Month, Week & Day view

Note: To know how to add another connected calendar go through the calendar section under the support page of the Email Service provider. Below provided the links of Google and Outlook, for the process of sharing the calendar with others.
1. Google:
https://support.google.com/calendar/answer/37082?hl=en
2. Outlook:
https://support.microsoft.com/en-us/office/share-an-outlook-calendar-with-other-people-353ed2c1-3ec5-449d-8c73-6931a0adab88
Once someone has shared the calendar with you, the shared calendar events associated with other calendars will show up in your calendar and represent in the Blue color.

Enhancement: May 2021

Multiple Calendar events handling

Now you can save multiple calendar events. And if you select or deselect any particular event and move to some other module, the changes that you made in the calendar will remain intact.

Duplicate Calendar events removal

Initially, whenever there was an event created, a duplicate email event was getting displayed, now that has been removed. So, now you can see only the events that are scheduled as per your calendar.

Enhancement: March 2021

Connect other Calendars

Sorted calendar events will help you manage your work more efficiently. That is why InsuredMine has added a new feature in the Calendar module to increase your productivity.

Just like Google Calendar, you can now manage the events based on colors.

Note: The parent calendar will be represented in orange and other connected events will be displayed in separate colors. You can select or deselect the email ids for connected calendar events. The events will be represented similarly in all three view patterns- month, week, and day view.

Note: Each connected calendar will have separate colors and will be represented as shown in the picture above.

You can check or uncheck the boxes to connect or disconnect other calendars. Once you uncheck any connected calendar, the events related to that calendar will no longer be visible.

Enhancement: March 2021

Email Notification for New Calendar Event

All the participants will get an email notification whenever there will be an event created via InsuredMine calendar.

How to create an event via InsuredMine Calendar?

Navigate to Calendar.
Click on the date on which you want to create the event or click on create button.
A window will open to fill in the event details- Event title, Start date, End date, and Description
Add the Guest’s Email
Click Save
You will get a notification saying: Event Saved

Once the event is saved, the guests will receive the email of the event.

Note: Similarly, events can also be created via the Add Activity section on the Deal Card.

Google Calendar View

Outlook Calendar View

Note: If you are connecting your work mail with IMAP then currently the sync is not available.

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Calendar Validation

Anjali Kapadia — Tue, 22 Mar 2022 19:15:06 +0000

Calendar service will not be available for those email providers that are not supported by Nylas like Yahoo, Namecheap, or IMAP. So whenever any of these providers will navigate to the calendar section and try to connect, it will show them a message saying:

“Calendar service is not available for yahoo/ Namecheap/IMAP providers.”

And for other providers, the calendar functionality will work as usual.

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Scheduler Landing Page for logged-in user

Anjali Kapadia — Mon, 21 Mar 2022 05:35:14 +0000

You can schedule your meetings and engagements from the calendar section. This scheduling page will help you and other team members to know your schedule of the day, so they can schedule a meeting with you accordingly.

To view the enhancement:

Navigate to Calendar
Click on Create Your Scheduler Page

Click on the add sign.
Fill out the Event Name, Event Description, and Event Link.
Click on Create Event.
You will get a notification saying:

Note: You can create multiple events by clicking on the add sign.

Click on the Preview link to have a look at the Scheduler Page.

To further confirm the date and time slot, click on the arrow sign.
Select the date and time and click Confirm.
Fill in the Name, Email Address, Additional guests, and Phone Number.
Click on Submit.

You will receive an email confirmation once complete.

To edit or delete any event, you need to navigate to the Create Your Scheduler Page and click on the edit or delete icon as required.

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