How to Add Your Calendly Link in Agent CRM Text Messages

Original Question:

Jackie Davis asked us:
“Can someone help me add my Calendly link in a text template? It won’t hyperlink in the message.”

Answer:

Text messages in Agent CRM do not support hyperlinks, meaning that links will not appear as clickable text. However, you can still include your full Calendly link in the message, and most mobile devices will automatically convert it into a clickable link for recipients.

How to Add Your Calendly Link to a Text Template

1. Go to Automations

   • Navigate to Marketing → Templates → Text Templates in Agent CRM.

2. Create or Edit a Text Template

   • Select the template where you want to add your Calendly scheduling link.

3. Paste the Full URL

   • Instead of trying to hyperlink text, paste the entire Calendly URL directly into the message.
   • Example:
     “Let’s schedule a time to chat! Click here: https://calendly.com/yourlink“

4. Test the Message

   • Send a test text message to yourself to confirm that the link appears clickable on mobile devices.

By using the full link, most phones will automatically detect and format it as a clickable link, allowing leads to book an appointment easily.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

• Double Your Client Retention with Mailbox Power and Agent CRM
• A Winning Marketing Strategy for T65 Leads
• 3-Way Calling Made Easy with Agent CRM

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Getting Started With an Insurance CRM