Click Here to Schedule an Integration Appointment with Our Team
Step 1: Login into your SendJim account
Step 2: Go to the "Company Profile" area
Step 3: Click the Billing and Membership "tab"
Step 4: Make sure you do the following three things:
A: Save a credit card to be on file
B: Turn "On" the "auto-replenish" feature
C: Set a monthly spending cap for your Responsibid integration
Step 5: Log into Responsibid and click the "Connections" link
Step 6: Connect SendJim to Responsibid by clicking the proper link and following the instructions
After you are connected you will go into Responsibids "Follow-up Builder" and set up your automatic mailings.
For each "status" that Responsibid allows you to have for your clients you can trigger one of two things:
1: A Direct Customer Mailing
OR
2: A Neighbor Mailing
Using Responsibid's Follow Up Builder you can choose what mailings to have triggered when a client "status" is changed (open, pending, closed, scheduled, etc)
P.S. Make sure you have some mailing Templates already set up and ready to go in your SendJim account first :)