Internal setup · Customer.io workspace 199348

Calendly → CIO setup checklist

Everything left to do to take the receiver from draft to live. Each step ticks off and persists in your browser. Total time ~30 min hands-on, plus a real test booking to wait through.

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✓ All steps done. Campaign 69 → 71 → 70 should be live.
1

Paste the 3 email bodies

Open Campaign 71 →, click each Send Email action, open its template, switch to Code Editor, paste, save. Subjects + preheaders below each.

Subject
Your Carepatron demo is confirmed — {{ event.appointment_time | date: '%a %b %d' }}
Preheader
Save the date: {{ event.appointment_time | date: '%A at %-I:%M %p' }} {{ customer.timezone | default: event.invitee_timezone }}
HTML body — paste in Code Editor
From identity: glen@carepatron.com (or the team mailbox you've set up for sales demos).
Subject
Tomorrow: your Carepatron demo at {{ event.appointment_time | date: '%-I:%M %p' }}
Preheader
Join link below + a few things to think about.
HTML body — paste in Code Editor
Subject
Starting in 1 hour: your Carepatron demo
Preheader
Join link inside.
HTML body — paste in Code Editor
2

Verify Liquid on the 4 captured webhooks

Read-only check. Confirms the receiver actually sees the fields the templates expect. ~5 min.

{{ trigger.payload.scheduled_event.start_time }}

{{ trigger.payload.scheduled_event.event_memberships[0].user_name }}

{{ trigger.payload.scheduled_event.location.join_url }}

{{ trigger.payload.cancellation.reason }} (on the cancel webhook only)

If it routed to Path 1 — the boolean fix didn't catch. Tell me and I'll iterate on the condition.
3

One real test booking

Use an email NOT already in CIO (a personal Gmail works). This validates the fallback path end-to-end. ~10 min including waiting for the email to arrive.

Open Campaign 69 →

Open Campaign 71 →

4

Edge tests: hard cancel + reschedule

Now start Campaign 70 and verify the cancel/reschedule paths behave as designed.

5

Apply suppression to marketing campaigns

Audit existing CIO campaigns + newsletters for "book a demo" / "schedule a call" CTAs. Add Segment 126 "Has Upcoming Demo" → as an exclusion filter on each.

6

Follow-ups (when you get a chance)