DripJobs offers an automated system to send customer review requests when a job is marked as 'Complete.' This feature allows businesses to streamline their review collection process and ensure timely feedback.
1. Click on "Jobs Pipeline"
When a project is moved to "Complete," the automatic review link feature is triggered, enabling businesses to easily request feedback without manual intervention.
2. Identify and Select the Deal Card You Want to Move to Project Complete Stage
3. From the Stage It Is Now, Click "Move" Button
4. Choose Project Complete Deal Stage
5. Click on "Next: Sequence Selection"
6. Make Sure This Button Is Disabled
If You Want Your Client to Receive a Review Request, Don’t Enable This Button.
Disabling this button not only stops review requests but also prevents any automated communication related to the job. This ensures complete control over client interaction for the specific job.
If notifications are disabled, no review requests or automated updates will be sent to the client, providing flexibility in managing client communications.
7. Click on "Save" to Submit the Changes
8. Click on "Yes, update it!"
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.