Step one Navigate to the People Page
This is where you can see all of your NiceJob contacts. All the contacts who have left you a review, all of the contacts you have invited will appear on this page and any contacts added to your account via app connection or CSV upload will appear on the people page . 👍
The People page always sorts by the most recent event for the customer.
Fun fact: If you click the customer name, you will see all of the messages we have sent that customer and all of the customer journey events we have for that customer. 😊
There are also helpful categories to help you sort your customers. Default filters include – All leads, All customers, One-time customers, Repeat customers, Fans, Reviewed 4-5 stars, Reviewed 1-3 stars, Never invited for reviews, Invited but no review, Referred you, Brought you customers, Lead from referrals, Customer from referrals, Invited for repeat service.
Step 2: Select the customers you want to invite
Click the checkbox to select the customers you would like to invite. ✅
If you want to select a full page click the checkbox next to "Person."
If you want to select all the customers in the current filter, click "Select all X people in this view" (screenshot below).
In this screen shot example below it shows all 33 contacts in this company will be selected because the current filter is "all people" 👌
Step three Select the campaign and enroll the contacts
Once you have selected the customers you want to invite click the blue enrol button.
Select the campaign you would like to enroll your customers in and click next.
Customers on the Starter Plan have the option to enroll contacts in a review campaign or a custom review-request campaign. The Pro Plan includes additional campaign options for NPS, Referrals, and Get Repeats.
You can check out plans and compare pricing at: https://get.nicejob.com/pricing
Then confirm the enrolments by clicking "enroll X People"
If you have customers who have recently been invited to a campaign, they may be in the cooldown period. 😎 There will be a pop-up asking if you would like to override the cooldown and invite the customers anyway.
This option is helpful if you are looking to re-invite customers who have been invited but have not left a review.
And that's it. You have invited you customers to a campaign from the people page. 🎊 🌟
FAQ
What do I do if I want to invite only customers who have never left a review?
Sort by invited but now review>> "Select all people in this view" and then enroll
What if I only want to invite contacts who have never been invited?
Sort by never invited for a review >> "Select all people in this view" and enroll.
Please note: contacts populated from reviews left directly on Google may appear in this view. NiceJob may not have contact information contacts created from reviews because that information is not shared by review sites.
What if I I want filters that are different from the default filters?
Good news—we have advanced filters for the People page! The specific filter options available to you depend on how you added customers to your NiceJob account and the type of CRM you have connected. Our support team would be happy to help. 😊
Have More Questions
Reach out to our Success department through the little blue chat bubble or email your inquiries direct at support@nicejob.com.