You will need to be on the Connect or Unlimited plans to use Client Follow-Ups.
Communicating with your clients after you have completed work for them can be an invaluable tool for your business - either to generate continuing business, or to gather feedback on how your services met their needs. To help with our customers with this, Jobber is introducing Follow-Up Emails.
What are Client Follow-Ups?
Client Follow-Ups are email messages that can be sent to your clients, manually or automatically upon completion of a Job. The intention of these follow up messages is up to you - you can use this message to gather feedback for future reference, inform clients of potential discounts for future work, or even include a survey that allows you to discover how likely your clients are to refer you to other prospective clients. How you use them is completely up to you!
How do you use Client Follow-Ups?
Follow-ups can be sent manually - whenever you are ready to follow up with a Client after a Job is done. This can be done from any Job in Jobber, under Actions:
When you choose to send a manual Follow-Up email, a dialog box will pop up for you to craft your message:
From this pop up you can choose to add attachments from the Client and Job pages, or directly from your computer. At the bottom left, you can chose to BCC yourself and include a survey for feedback (more on that below).
Automatic Client Follow-Ups
You can also choose to have Jobber sent out Client Follow-Ups automatically. In order to turn on automatic Client Follow-Ups, click the Settings gear > Settings > Follow-Up Emails.
Once you have turned on Automatic follow-up emails, a follow-up message will be sent to your clients every time a Job is closed.
Also found within the Client Follow-Up settings are some options to control the message that you are sending to your clients. From here, you will be able to edit the default message that is sent to your clients and see a preview of that message. You will also be able to choose whether or not you want to enable the survey question as part of this email. This survey currently is a 1-10 response to the question that you decide to send out.
What The Client Sees
When your clients receive your email, this is what it will look like on their end:
If you have chosen to include the optional feedback survey, and your client provides a response, they will be prompted to provide more details from a feedback form that we will host for you:
Where Do Your Clients Responses Go?
When your clients reply to the feedback survey, it is obviously important to know what they are saying. To help you with this, we have created a report under the Management page called Follow-Up Emails Report. This report will show you who has replied to the Follow-Up message chronologically, as well as any scores or written feedback they have.
Clicking View Email will bring up a copy of the email that was sent to the client, so you can see what was sent to them.
You can also find this on specific Job pages for your client, just under Last follow-up survey:
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