How to Send an Invite to an Existing contact
Sending a review request to an existing contact in NiceJob takes less than a minute. Whether you’re on the Stories page or the People page, you can quickly look up your customer by name, email, or phone number and enroll them into a campaign. Follow the simple steps below to get started! 🍃
There are two main ways to invite an existing contact: from the Stories Page or from the People Page.
Method 1: Sending an Invite from the Stories Page 😄
The first way to send an invite to an existing contact is to search for the contact on the Stories Page 😄
Navigate to the Stories Tab
Click the blue "Invite Customer" at the top of the page.
Select the Campaign you would like to invite the customer to.
Type the customer name, or email in the search bar. 🔍
Select the customer name you would like to invite.
Click the blue "Invite" Button and the customer will automatically be enrolled in the campaign you selected. 🎊
The customer will immediately be enrolled in your selected campaign! 😊
Method 2: Sending an Invite from the People Page 👥
The second way to send an invites to an existing contact is from the People Page.
Navigate to the People Tab in your NiceJob Dashboard.
Find the customer you are looking for. - To make finding a specific contact simple, Type the customer name or email in the search bar in the top right hand corner and hit enter. 😄
To send the review invite. Click the Blue Invite Button next to the customer name and the customer will Immediately be enrolled in the default get reviews campaign.
Clicking the (...) will also open a menu where you can enroll the customer in the campaign of your choice.
You can also select many customers at the same time and enroll them all in one action.
💡 If you click the customer name it will open the customer profile. To send the invite simply click invite customer at the top of the screen. 👍
Frequently Asked Questions
Can I search a customer by phone?
Yes! You can search the customer by phone using the invite method from the stories page. Phone search for the people page is currently not available but coming soon. 👌
It says the customer is in the cooldown and will not let me send the invite. Is there a way for me to send the invite?
If there is not invite button next to the customer name. The customer could be in the 6 month cooldown period. The 6 month cool down period is a period of time built in to NiceJob where NiceJob will not invite a customer to a review campaign. 😎 The feature is there to prevent accidentally sending repeat messages to the same customer and turning a great customer into an annoyed one. 👍
If you would like to learn more about sending a review invite to customers when they are in the cooldown period check out this article here:
Do I have to enter the full customer name to be able to search a client in my contacts?
No! Only three letters are required for Nicejob to begin searching for contact names.
Is their a way to bulk invite my existing customers?
Yes! Check out this step by step guide
Is there an easy way to upload my contact list to NiceJob?
Yes! Check out this step by step guide:
Have more questions?
Of course, any questions you have about are welcome!
Reach out to our Success department through the little blue chat bubble or email your inquiries direct at support@nicejob.com.