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Send Meeting / Event Invite

The Send Meeting / Event Invite flow step is currently in private beta. Please contact us to request access.

Maximize event participation with our Marketo custom flow step that sends iCal standard meeting invites directly to recipients’ calendars. This innovative approach bypasses traditional email attachments, placing the event immediately in front of your audience. Recipients can easily accept or decline from their own calendar interface, streamlining the RSVP process and enhancing engagement. Elevate your outreach efforts and ensure your events are a central part of your audience’s schedule.

1 - Send Event Invite
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Installing a custom flow step requires Admin permissions in Marketo. Apart from the Installation URL, all other aspects of a serviced may be edited after completing initial onboarding by drilling down into the service detail screen from the Service Providers grid.

In Marketo navigate to Admin → Service Providers and click Add New Service

From here, follow the bellow steps to install and configure the flow step.

Outbound Fields

The Send Event Invite flow step uses set outbound fields. Below are the person fields that are sent to the flow step based on the mapping you set.

NameAPI NameTypeDescription
Email AddressemailemailEmail Address
Inbound Fields
The Send Event Invite flow step does not use inbound fields.
Global Configuration Fields

Global user inputs that are passed along with every call to the Send Event Invite flow step service. Global attributes can be set during installation or updated from the Service Provider admin menu.

NameAPI NameTypeDescription
Company Namecompany_namestringCompany Name
SMTP Hostsmtp_hoststringSMTP host (smtp.office365.com)
SMTP Port (Default: 587)smtp_portintegerSMTP Port (Default: 587)
SMTP Usersmtp_userstringSMTP User
SMTP Passwordsmtp_passwordstringSMTP Password
From Email Address (usually the same as SMTP User)smtp_fromstringFrom Email Address (usually the same as SMTP User)
Flow Step Fields

These fields are set for each individual instance of the Send Event Invite flow step and are sent per-lead when it is called.

NameAPI NameTypeDescription
Event titletitlestringThis is the title of your event
Event descriptiondescriptiontextThis is the description of your event. You can use HTML or plain text as well as tokens.
Location / URLlocationtextThis is the location or attendance URL.
Start datestartdateThe start date for your event.
Start timestartTimestringThe start time for your event.
End dateenddateThe end date for your event.
End timeendTimestringThe end time for your event.
Time ZonetimezonestringTimezone for your event
Send MethodmethodstringRequest or Cancel event. Other methods may be added in the future
Context Data

NameDescription
Program ContextData about the program where the flow step was triggered including name, id, type, workspace etc.
Campaign ContextData about the campaign where the flow step was triggered, including name, id, type, status, etc.
Trigger ContextContext around the trigger that initiated the smart campaign where the flow step was called. No data is sent if the flow step was called in a batch campaign.
Subscription ContextGeneral data about the subscription including munchkinId and name

Flow Step

Once the Send Meeting / Event Invite flow step is installed it becomes available in smart campaigns.

1 - Send Event Invite
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Trigger & Filter

Once the Send Meeting / Event Invite flow step is in use the activity can be used as a trigger or a filter inside smart lists and smart campaigns.

Event invite is sent
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1 - Event invite was sent
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