Hey all,
I want to offer Christmas Gift cards to my client list. Last minute? Yup! But there's a long cold season where we won't be doing much work staring at us.
Anybody have a good system for offering/tracking gift cards within Jobber or with a solid integration?
Best,
Darren
Hey Darren! Awesome to see a familiar name in the forum
Although it doesn't integrate with Jobber, have you checked out Tremendous?
We use this platform all the time + it's super easy to use
SendJim is a Jobber integration that might be able to help with this: https://secure.getjobber.com/app_marketplace/sendjim
Otherwise I imagine you could use tags to help with something like Tremendous that Julie mentioned below, but I know you're the tag master so you've probably thought of that!
Hey Darren,
One option that can work well for tracking gift card details in Jobber is Custom Fields. You can add a custom field to the client, request, job, or invoice to capture details like gift card amount, issue date, and remaining balance.
The nice part is that custom fields can show up in reports when you add them as a selected column, so you can filter and export a list to track what is outstanding and what has been redeemed.
Have you tried using custom fields for this yet, or are you hoping to manage the full gift card purchase and redemption process through an integration as well?
A simple but effective way to do this would be to send an email blast out to your client list mentioning the sale, gift card, loyalty discount, promotion, etc. You can mention some type of verbiage stating that this applies to anyone that schedules work by the end of the month, for example. Then when people reach out and mention the promotion, you can manually apply this to their quote or invoice.
You may also be able to automate this by using the referral feature in Jobber. You can set it up so that there will be an automatic credit of a certain amount (or percentage) applied to their account.
