SSO-Based Integrations with Vendasta offer key features that greatly enhance usability and effectiveness, namely Data Sync and Automated Review Requests. Here's how you can use these features effectively:
1. Check Connection Status:
- Ensure that Business App has an active connection by clicking on the Manage tab on the Integrations page and checking for the Jobber connection card. A green tick mark on the connection card indicates an active connection.
- Clicking on the connection card takes the you to the Connection Settings page. Here, you can choose to enable or disable Data Sync as well as choosing the event that triggers Data Sync. Additionally, you can also choose to enable or disable the Automated Review Request options.
- Note: Sending out Automated Review Requests requires a Reputation Management Premium subscription. If you do not have this subscription, the option of enabling review requests will be locked in the Connection Settings page. You can unlock this feature by purchasing the Reputation Management Premium subscription.
2. Data Sync:
- Data from the Vendor System is synced into the Vendasta system upon successful action. Consider, for example, Jobber - on two possible events in Jobber the data is synced into Vendasta, you can choose the appropriate option via the Connection Settings page.
- A Visit is Completed
- A Job is Completed
- For example, a customer for whom the business has completed a job or visit, the same event is logged in Jobber. Their details are used to create a new contact in the Business App or update their details if the contact is already present in the Business App.
- This ensures that all relevant customer and transaction information is up-to-date and accessible within Vendasta.
- To enable data sync, ensure that the integration is set up correctly and that the necessary permissions are granted.
3. Automated Review Requests:
- Upon a successful action in the Vendor System, Vendasta can automatically send review requests to customers.
- To set up automated review requests, enable the corresponding settings in the integration within Vendasta.
4. Benefits:
- Data sync: Ensures that you have a comprehensive view of customer interactions and transactions.
- Automated review requests: Help in gathering valuable feedback and improving your business's online reputation.
- Together, these features streamline your operations and enhance customer satisfaction.
By leveraging Data Sync and Automated Review Requests in SSO-Based Integrations, you can enhance customer engagement and drive growth for your business.
Other Integrations Following a Similar Process:
- Housecall Pro