Table of Contents
Overview
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.
View SendJim in Jobber's App Marketplace
Connect Jobber to SendJim
To connect SendJim to Jobber:
- Log in to Jobber and log in to SendJim.
- In SendJim, navigate to Company Profile, then select the Third Party Integrations tab.
- Select Connect Jobber.
- Click Allow Access to accept the authorization window.
Note: You can only connect one SendJim account to Jobber.
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.
The SendJim integration uses rule-based triggers. When you complete a specific action in Jobber, SendJim sends a mail based on the options you configure for that trigger.
Each trigger has four options:
- Activity: The Jobber action that starts the trigger. Choose Job completed or Invoice paid.
- Recipient: Who receives the mail. Select Customer to send to your client. Select Neighbours to send physical mail to the homes around your client's address.
- Frequency: How often the trigger fires. Options range from Always Send to every 6 months. Use this to control how often clients or neighbours receive mail, even if jobs or invoices occur more frequently.
- Quicksend: The type of mail to send — email or physical mail.
Add and manage triggers
You can set up multiple triggers. To add a trigger, fill in the options in the empty row at the bottom of the triggers list, then select Add.
For example, you might configure three triggers:
- An always-send thank you email to the client each time an invoice is paid
- A gift send to the client once every six months when an invoice is paid
- A neighbour flyer once every two months when a job is completed
To edit a trigger, update the options in the dropdown fields. To remove a trigger, select the red Delete button. The Delete button replaces the Add button once a trigger is saved.
Questions?
If you have any further questions about SendJim and how to get set up, check out the SendJim website. For support with the SendJim integration, SendJim can be reached at:
- Help Center: https://support.sendjim.io/en/
- Phone: 1-855-663-5937
- Chat: How to Contact Support