This feature is currently in beta. Please contact our support team for early access.
Job-related Placeholders have always been available when sending completion emails for a single job. Because this feature is designed to pull specific information from one job, it was not available when sending bulk messages. However, now we are excited to introduce a new feature, available by request, that allows the use of Job-related placeholders on the Bulk Message page. The system will automatically identify the job for each customer, ensuring accurate and personalized messaging.
How it Works
When you use a placeholder, our system checks each customer’s schedule. It selects the job for today or, if none, the nearest job within the next 14 days.
Request Access: To use this new feature, email [email protected]. We’ll enable it for your account.
Compose Your Message: Write your message on the Bulk Message page as usual. Insert placeholders where you need job-specific information.
Send with Confidence: Our system will handle the rest, ensuring each customer receives a message tailored to their specific job.
List of Job-related Placeholders
- [job_description]
- [job_address]
- [job_start_date]
- [job_notes]
- [job_before_and_after_photos]
- [job_product_service_descriptions]
- [post_job_instructions]
- [job_attached_forms]
- [job_chemicals_applied]
- Click here for more details
Example Here’s how your message might look: “Hello [customer_name], just a reminder about your [job_description] is scheduled for [job_start_date]. Looking forward to seeing you!”
Note
If a customer doesn’t have a job scheduled today or within the next two weeks, the placeholder will not populate with job information.
What happens if there are multiple jobs for a customer in the next 14 days?
- The system selects the earliest job within this timeframe.