Step 1 : Visit Your Company Profile and Select Third Party Integration
Step 2: Select the " Connect Jobber" button. This will open an new window where you must allow the two systems to connect.
*** IMPORTANT. If you connect more than 1 SendJim account to Jobber only the most recent SendJim account will actually be connected.
Step 3: Now you will see you are connected and can start adding Activities. You can also check the box if you want to sync contacts from Jobber to SendJim. Contact will sync from Jobber to SendJim, not from SendJim to Jobber. Contacts that are transferred over will also be tagged as Customer or Prospect.
Step 4: When you are adding an activity that you would like to happen you can choose either an Invoice being marked paid or scheduling a job to trigger your mailing inside of SendJim.
Once you have your activity chosen you must decide who the recipient will be. It will be either the customer whose invoice was just marked paid or it will be their neighbors. If you choose for it to be sent to their neighbors then you must select how many neighbors you want it to go to.
Step 5: The next step is to choose your Max Send Frequency Per Address. This setting will limit how many times the integration will trigger the same sequence off the same address. For example, if you have an automation set-up to send a 3-card sequence to the neighbors after a job is completed, you only want that sequence to trigger once every 3 months if you service that client multiple times per month. This would prevent the neighbors of your client from receiving multiple of the same mailing.
You will also choose the Quick Send you want to be triggered by the Activity inside Jobber. Then, click "Add" to save the new automation.
Step 6: This is the last and most important step. At the top of your page, select the "Billing & Membership" tab. On the right side, set your Auto-Replenish and Monthly Spending Limit. Then click "Save." These numbers are what SendJim will use to give Dispatch a budget to spend every month. Once Dispatch has reached your Monthly Spending Limit inside SendJim that calendar month, SendJim will send you an email and stop any additional mailings from Dispatch until the next calendar month.
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