We've been trying to use this feature but it has limitations. When we originally started using Jobber, we were told the best practice for our every six months customers was to set them up as a one off, and add a new visit to the archived/closed job when they were due and booked. This allowed us to easily track and see notes from all the prior visits in one place without having to set them up on an auto 6 months recurring job. Now when we set up automated reminders for clients with their last service six months ago via campaigns, the reminders can go out to clients who just had service a week ago. The campaigns automation only looks at the job closed date, not the visits. An update on that would be incredibly helpful for us.
Hey Thomas! Thanks for bringing that to my attention.
I have submitted the feedback on including an option that focuses on visits rather than job close date on the campaign add-on. What I could suggest here is to add a tag on the clients you want to target (ex. add a tag called bi-annual clients) and use the tag as the main target factor.
I appreciate your input on this, thank you for bringing this to the community!
Thanks Jade. We are using tags now, but there are still too many opportunities for a tag to not get updated and an inaccurate email to go out to clients when we have have the correct data in Jobber, just need to be able to use it.
