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Service Auto Pilot Integration

How to Enable SendJim with the SAP Platform

Alicia Moulton avatar
Written by Alicia Moulton
Updated over a year ago

Watch the video or follow the written instructions below to learn how to connect Service Autopilot and SendJim.

Please note, that you must have a Pro Plus level account with Service Autopilot to enable the SendJim automation.

How to Connect Service Autopilot and SendJim

  1. On the Service Autopilot Home Page, click the gear icon at the top of the page to open your Company Settings.

  2. On the Settings Page, Click "Integrations"

  3. On the Integrations page, scroll down to SendJim and click "Login to SendJim."

  4. Login to SendJim and click "Allow Access."

Finishing Set-Up Inside SendJim

  1. Log into your SendJim account

  2. Select "Company Profile" from the left menu

  3. Select the "Billing and Membership" tab at the top of the Company Profile

  4. Find the CRM Integration Setup options on the right side of the page and fill out the information. Click "Save" to complete the set-up.

    2. Maximum Monthly Spending Limit is the monthly allowance of credits that Service Autopilot can spend on your behalf through the integration with SendJim. Once this limit is reached in a month timeframe, SendJim will stop sending out mailers through the Service Autopilot integration until the limit is raised, or until the limit resets on the first of the month. SendJim will send you an email once this limit has been reached

    3. Auto-Replenish is the number of credits SendJim can purchase on your behalf to allow your automated mailings to continue to send out if you run out of credits in your SendJim credit bank and you have not reached your monthly spending limit. A receipt will be emailed to you when credits have been purchased.

Both boxes must be checked for the integration to run properly between SendJim and Service Autopilot.

Now it's time to set up your Service Autopilot Automation.

To create a new Automation with SendJim included, proceed to Step 1. If you want to add SendJim to an existing Service Autopilot Automation, proceed to Step 6.

  1. Click "Automations" from the "Marketing" dropdown at the top of the page.

  2. Click "Add Automation" on the right side of the page, or under the "Actions" dropdown.

  3. Name your New Automation, add a Description, and click "Save."

  4. Click "Add a Sequence" under your Automation Name.

  5. Name your Sequence, Add Rules, and click "Save Sequence."

  6. On the Automation Page, click and drag "Marketing" under the sequence you're wanting to add a SendJim action to.

  7. Click on the "Marketing" section to open up the Marketing Event window. Name your event, select your Quick Send from the dropdown, and choose who you would like to receive the mailing. Your client, or their neighbors.

    2. Please note, that the Safari Browser may not properly display the SendJim Quick Sends in this dropdown.

  8. Once you've edited your Marketing Event, click "Save Event."

  9. Make sure to toggle your sequence and marketing step "on" and save your automation to activate your SendJim automation.

  10. Your automation is all set. Any time that Service Autopilot Automation is triggered in your account, the mailing you selected will be sent to your chosen recipients. These mailings can be found in your SendJim Reports tab.

Have any questions or need help with turning on the integration? Use the chat in the bottom right of this article to contact our support team.


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