Watch the video or follow the written instructions below to learn how to connect ServiceMonster and SendJim together as well as all the different ways you can send mailings through SendJim inside ServiceMonster.
How to Connect ServiceMonster and SendJim
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On the ServiceMonster Home Page, Click "MarketPlace" from the left menu and find "SendJim" in the MarketPlace.
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Select the "Configuration" Tab
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Select "Grant Access to Your SendJim Account"
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Select "Allow Access" from the pop-up
- If you are not currently logged into SendJim, this pop-up will ask you to log-in before allowing access
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The Page will Automatically Refresh to Set-Up Mobile Automation
- If you do not want to set up automatic mailings based on mobile app tasks, you can skip this step.
- If you do want to set up automatic mailings, please fill in the drop boxes and select "Save Settings" to apply the mobile mailings automation
Finishing Set-Up Inside SendJim
CRM Settings in SendJim:
Set your monthly automated budget in your Billing and Membership section. These numbers are what SendJim will use to give Proline a budget to spend every month. Once these numbers are set, click "Save."
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Enable Auto-Replenish: This is the number of additional credits that SendJim can purchase on your behalf if you have run out of available credits, but have not reached your monthly spending limit
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Maximum Monthly Spending Limit: This is the maximum number of credits that Jobber can use to send automated mailings on your behalf during the calendar month.
Have any questions or need help with turning on the integration? Use the chat to contact our support team.