ServiceBridge Automation

Step 1: Generate Your Service Bridge API Credentials 

Before connecting to SendJim, you’ll need to create an API user in ServiceBridge to generate your API credentials.

• Log into your ServiceBridge account
• Click your avatar in the top-right corner.
• Navigate to Public API.
  • 
• Click Create New API User.
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• Assign the user to your account, give it a name, and enter a password.
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• Mark the user as Active and click Save.

Step 2: Connecting ServiceBridge to SendJim

• Navigate to your Campaign Playbooks area.

  

• 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:

• Name your Campaign

• Select what you will use your Campaign for
• Click Start building

• Along the right side, select + Add Enrollment Trigger

• Once you do, you will see the option to connect ServiceBridge. Click Connect

• You will then be prompted to paste your API Key

Step 4: Choose Enrollment Trigger

• Select ServiceBridge

• Select your Tigger from the dropdown
  • Customer Created - Triggered whenever you create a customer record in ServiceBridge
  • Customer Updated - Triggered whenever you update a customer record in ServiceBridge
  • Invoice Paid - Triggered whenever an invoice status goes to "Paid"
  • Work Order Status - Triggered whenever a job changes status in ServiceBridge to the one you selected
    • You'll be asked to select the ServiceBridge "Work Order Status" you want to trigger the automation
  • Select your Dollar Amount if needed (or use “all amounts”).
  • Select your "Recipient"
    • Customer: Enrolls your client into the campaign
    • Neighbor: Enrolls your client's neighbors into the campaign
      • You'll be prompted to type in how many neighbors you want to mail to. 5 is the most common.
  • Select your "Max Send Frequency"

Step 5: Choose Removal Trigger (Removal Triggers are not required but they do allow you to unenroll a contact from a Campaign if a certain criteria is met).

• Select your Trigger

Step 6: Choose your Templates and Timing

• Along the left side, click + Add Step

• Select a Template you've already created or click Create Template in the lower right corner

• You can review your Template and make any edits needed prior to saving.

• You will also be able to add a delay if needed

• Click Add to Campaign once your timing is set

Step 7: 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 8: Neighbor Mailing Settings

• This is an optional step. You have the ability to add filters if the Trigger you set up is to send to the Neighbors. In your Company Settings are Neighbor Mailing Settings.

• Prefer Same Street- This filter will try to only mail to neighbors on the same street as the address that triggered it. However, if there are not enough neighbors on the same road, the system will spread out to other streets close by to fulfil the full number of neighbors requested.

• Homeowner Only- This filter will ensure the Neighbors receiving an item are only Homeowners 

• Household Income- You can ensure any neighbors receiving the mailings meet specific income levels.

Step 8: Set CRM Settings

• This is the last and most important step. Navigate to your Company Settings along the left then at the top of your page, select the "Billing & Membership" tab. On the right side, set your Auto-Replenish and Monthly Spending Limit. Then click "Save." These numbers are what SendJim will use to give ServiceBridge a budget to spend every month. Once ServiceBridge has reached your Monthly Spending Limit inside SendJim that calendar month, SendJim will send you an email and stop any additional mailings from ServiceBridge until the next calendar month. Or, you can choose to come in and increase the max to allow automation to continue.

Have Questions? Open a Chat Below or Send us an Email at Support@SendJim.com to Connect with Our Team