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What is SendJim?
SendJim is a subscription based software developed for service businesses that provides a direct mail marketing tool to its users. It allows users to send out marketing materials to their current client base, or their clients' neighbors and/or the entire neighborhood. These materials can be in the form of brochures, brownies, catalogs, newsletters, postcards, etc. SendJim also offers the ability to mass email your client base. You can use the templates on file or upload your own template to choose from.
Note: SendJim is only available in the United States.
How does SendJim Work with Jobber?
When you choose to sync contacts to SendJim, Jobber will sync over your clients' addresses, email addresses, and mobile phone numbers. Any time you make updates to a client's contact information in Jobber it will be automatically updated in SendJim.
On the My Addresses page, your clients will show as either a 'Customer' or a 'Prospect' - Prospects are clients you have in Jobber that do not have an active job or invoice on file, by creating a new job the tag will change in SendJim to Customer.
From SendJim you will need to create a marketing campaign (Activity) from Company Profile > Third Party Integration. You can set up a one-time direct mail campaign or create a multiple-step campaign that will be triggered either when a job has been scheduled or when an invoice has been paid. Choose the type of recipient (client or neighbor) and select the type of QuickSend materials you want to send out. Make sure you've already selected 'Sync contacts from Jobber to SendJim' so that the clients' contact information is already in the account.
Once your campaign has been created and the Activity that you chose has been completed, you can check on the status of the campaign from the Reports page
Another option for QuickSend is to record a Voicemail Bomb to send to your current clients. This can only be sent to mobile phone numbers.
Connecting Jobber to SendJim
From Jobber, click Apps from the side navigation. From the list of apps, select SendJim.
From the SendJim app overview, click Connect.
Then to authorize SendJimto access to your Jobber Account, click Allow Access.
Note: You can only connect one SendJim account to Jobber.
If you have any further questions about SendJim and how to get set up, check out the SendJim website.