Send Jim Integration

View most recent version

​

---

​

1. Click on Control Panel

2. Click on Integrations

3. Click on Marketing

4. You will see "connect" when the account is not yet connected.

5. Set "Trigger On" to Manual

6. Click on Save

7. Click on Drips

8. Click on Triggers

9. Click on Add at the top

10. Set "Trigger On" to Appointment Completed and then set the Service you want to trigger from.

If you don't select a service, it will apply to all services. We do not want that for SendJim.

11. The "action" is SendJim Quick Send

12. Put 5 and 10 in the respective fields so it will send to 5-10 people and then select the card you want it so send them.

13. Click on Save