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How to Integrate RoofQuote Pro & SendJim
Step 1: Login to RoofQuote Pro and Click the Gear Icon in the Upper Right Corner
Step 2: Click "Developer" from the Dropdown Menu:
Step 3: Select "Webhooks" at the Top of the Page
Step 4: Select "Address Only" from the Webhook Type Dropdown
Step 5: Navigate to your Campaign Playbooks area.
Step 6: Choose to either start with a pre made Campaign or start fresh and create your own. Please reference this Campaign Playbooks article for additional information about building a Campaign.
Building Campaign from scratch:
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Name your Campaign
- Select what you will use your Campaign for
- Click Start building
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Along the right side, select + Add Enrollment Trigger
- Once you do, you will see the option to connect Roofle. Click Connect
- Paste your Webshook
Step 7: Choose Enrollment Trigger
- Address Only Lead
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You must then decide who the recipient will be, either the customer or their neighbors. If you choose for it to be sent to their neighbors, you must then select how many neighbors.
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You will also be able to enter the Zip Codes you would like to target
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The next step is to choose your Max Send Frequency Per Address. This setting will limit how many times the integration will trigger the same Campaign off the same address. For example, if you have an automation set-up to send a 3-card Campaign to the neighbors after a job is completed, you only want that Campaign to trigger once every 3 months if you service that client multiple times per month. This would prevent the neighbors of your client from receiving multiple of the same mailing.
Step 8: Choose your Templates and Timing
- Along the left side, click + Add Step
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Select a Template you've already created or click Create Template in the lower right corner
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You can review your Template and make any edits needed prior to saving.
- You will also be able to add a delay if needed
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Click Add to Campaign once your timing is set
Step 6: Save Campaign
- If you plan on sending a multi-step Campaign, select the additional Templates, being sure to adjust the timing.
- Click Save Campaign
**Timing between steps is always based off the previous step**
Step 9: Set CRM Settings
- This is the last and most important step. Navigate to your Company Settings along the left then select the Billing tab. Once in the Billing tab you'll want to turn on your Auto Replenish. There's a toggle button to turn it on easily.
- After that you'll want to go into your Integrations tab and set your Max Monthly Spending.
- These numbers are what SendJim will use to give your CRM a budget to spend every month. Once your CRM has reached your Max Monthly Spending limit inside of SendJim for that calendar month, SendJim will send you an email and stop any additional mailings from being triggered until the next calendar month. Or, you can choose to come in and increase your max spend to allow automation to continue.