Forum Discussion

MaisieM's avatar
MaisieM
Contributor 2
2 months ago

TAGS>

I am praying that we get a way for us to send our email campaigns out not by tags, but by line item titles.  We own a tree company, so I would love to send emails out to our Oak Tree homeowners.  We are on year 4 and I recently switched to Jobber email campaigns.  I went through our whole client list in MailChimp and tagged each homeowner's account for this.  Now that I am with jobber, I would have to go through 1000s of clients and put tags on each one.  This would be so tedious as I would have to open each estimate to see what type of trees were listed for each project.

 

Is there a way around this?  Being able to use Jobber email marketing and focusing on one type of tree (client) without going through every single client and making tags?

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador
    17 days ago

    That's such a good way to target clients as part of your Oak Wilt prevention program!!  Did you end up figuring this out??

  • wdkljana's avatar
    wdkljana
    Contributor 2
    11 days ago

    We are currently manually adding tags and it is time consuming and tedious, I would love to see something like this also. I would also love to have an option to not include any customers with upcoming jobs scheduled when we send a campaign with a reminder to book their annual maintenance, so clients who don't need the reminder don't get emails cluttering their inbox. 

  • jade's avatar
    jade
    Jobber Support Team
    10 days ago

    Hey Maisie! Thanks for your feedback. I can absolutely see the value here. While there is not currently a way to send campaigns based on line items, there is a way to bulk add tags! We have a step by step overview in our Help Center. If you have the tree type by custom field, you can export your client list and use it to cross-reference. If you have any questions on this, please reach out to our awesome Success Team—we are always happy to help!

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