Configuring the Send Postcard on Jobber Quote Approval Automation

Automatically send mail to clients whose quotes have been approved.

DirectMail Portal

  1. 1. Click on Automation

    Click on Automation

  2. 2. Click on Workflows

    Click on Workflows

  3. 3. Click on New Workflow

    Click on New Workflow

  4. 4. Find Send Postcard on Quote Approval and click on Use Template

    Find Send Postcard on Quote Approval and click on Use Template

  5. 5. Click on Send Mail

    Click on Send Mail

  6. 6. Add your Return Address

    Add your Return Address

  7. 7. Select your Design

    Select your Design

  8. 8. When the Workflow is ready, toggle the Enabled switch

    When the Workflow is ready, toggle the Enabled switch

  9. 9. Click on Save Workflow and congratulations, your Workflow Automation finished!

    Click on Save Workflow and congratulations, your Workflow Automation finished!