We know you love NiceJob’s hands-off automation, it lets you focus on your work while we take care of winning you authentic Google reviews. But even automated systems need a brief check-in! 🦾 Occasionally, CRM connections require a quick re-authorization to keep running smoothly. Here is a simple guide on how to keep your app connections healthy and active. 🎆
The yellow banner
When you log into your account you will sometimes see a yellow banner at the top of the page. It looks something like this:
This notification means that the connection between your CRM / App and NiceJob needs to be reauthorized. Reauthorization is required to ensure your integrations remain secure and function correctly.
Why does this happen?
A connection may require reauthorization for a few common reasons:
Your login credentials for your CRM / App were recently changed.
A software update was performed on NiceJob or your CRM / App.
The connection naturally expired for security reasons, requiring you to confirm you still want the two systems connected. 🦺
Because this connection is responsible for automatically sending review invites to your customers, keeping it active is essential to continue receiving five-star reviews! 🌟
How to Reconnect Your CRM / App to NiceJob
Don't worry—reconnecting takes less than a minute. You can restore your connection using either of the methods below:
Method 1: The Quick Reconnect Banner (Recommended)
Log in to your NiceJob account.
Click Reconnect now on the yellow banner at the top of your screen.
Follow the prompts to log into your CRM / App account and authorize the connection.
Method 2: Disconnect and Reconnect Manually
If you do not see the yellow banner, you can reset the connection manually:
Log in to your NiceJob account.
Navigate to Settings > Product Settings > Apps (or go directly to app.nicejob.com/settings/product/apps).
Click the Manage button beside your CRM / App and select Disconnect.
Wait a few moments, then refresh your web browser 🔃.
Click Connect next to your CRM / App and follow the on-screen steps to authorize the app.
What happens next?
Once the connection is successfully reestablished, your system will begin syncing immediately. You should start to see new contacts and events populate on your People page shortly and invites should resume! 🎊
How do I check if a particular customer received or enrolled in a review campaign?
Head to the People page, find the customer and click their name. This opens their profile, where you can see any customer journey events we have for them, as well as their full event history and invite status. 🤸
What are some other reasons my review invites stopped going out?
Aside from an expired integration connection, invites usually stop due to one of these settings:
Paused Campaign: Navigate to Campaigns to confirm your campaign is enabled. (green means it is on) ⏸️
Rule Triggers: If the campaign rule logic is not correct (we recomend using our default settings in most accounts) or check out our templates here
Manual vs. Automated: Make sure you have a CRM connected or setup isn't set for manual invites
Stale App Connection: Even if the yellow banner isn't visible, the connection may need a fresh reset. Try manually disconnecting and reconnecting your app under Settings > Apps.
FAQ
Since review campaigns are automated, do I ever need to log in to my account?
While NiceJob does the heavy lifting automatically, we still recommend logging in periodically! Here is why:
Check Your Integration: Verify that your CRM connection is active and review invites are continuously going out.
Review Your Insights: Track your recent campaign volume, monitor review conversion rates, and see how your reputation is growing.
Explore New Features: Stay up to date with new product releases, tools, and updates designed to help you get more five-star reviews.
How can I check if review campaigns are being sent to my customers?
Try setting the date filter to Past 28 days or Past 365 days for the clearest picture. If you spot a sudden drop in invites or haven't had any go out in the last 28 days, it's time to check your integration status or contact our team! 👍
Is there somewhere I can check if the link is being clicked?
Yes! Check out this article to learn more:
My app looks connected, there's a green check beside it, do I have to refresh the connection?
While it shows that NiceJob and your CRM were successfully linked, background security updates on your CRM's side can silently pause the flow of customer data. If your review invites aren't going out, disconnecting and reconnecting your integration is always our #1 recommended fix. It gives the connection a fresh update and gets your automated invites moving again. 🏃♂️➡️
Will NiceJob let me know if invites stop going out?
Yes! We have a few ways to keep you informed about your account's activity:
Automated Email Alerts: If you are subscribed to our emails, our system will automatically alert the account owner if no review invites have been sent for 30 consecutive days. This email serves as a prompt to check your integration status, log into your account, or reach out to our team.
Weekly & Monthly Activity Summaries: We send regular summary emails showing your invite volume over the past week or month. If you expect invites to go out but see zero sends on your report, it’s a great time to check your connection or contact our Customer Success team.
Direct Team Outreach: Whenever possible, our Customer Success team may also try to reach out directly if we notice your app stopped triggering invites.
Pro Tip: Because our team manages many accounts, we always recommend periodically logging in to check your Insights tab to ensure your automation is flowing smoothly. If you ever have questions, our support team is always here to help! 😊
What if my CRM is connected through Zapier?
If you are using Zapier to trigger review invites and experience a pause in activity, please reach out to our support team! We'll gladly take a closer look at your setup and investigate the connection for you. 🙏
Have more questions?
At NiceJob, it's very important to us that you get the full value of your subscription. A core feature of your plan is sending review invites—and maintaining a steady stream of invites to your customers is essential to getting the best results.
If at any moment you are concerned your account isn't working as expected, please contact our Customer Success team. Reach out through the little blue chat bubble in your app or email us directly at support@nicejob.com. We would love to conduct an account audit and ensure everything is running smoothly.