Overview
The SendJim step allows you to automatically trigger a SendJim direct mail automation as part of a workflow. When this step occurs, the selected contact's name and address will be added to the automation's list and the associated direct mail will be sent.
Note: SendJim must be enabled on the integrations page before using the SendJim step. If it is not enabled, the step will be skipped. To set up the integration, see Integrations - SendJim.
How to Access the Workflow Builder
Click the hamburger menu (☰) in the top-left corner of your ProLine account.
Click Workflows.
Click the Workflows tab.
From here you can either click the pencil icon on an existing workflow to open it, or click Create Workflow to create a new one. Both will open the Workflow Builder.
Adding a SendJim Step
In the Workflow Builder, hover over any of the downward arrows between steps and click Add Step when it appears. If you are setting up a new workflow, click the Add Your First Step button in the center of the builder.
An Add Step panel will open with a search bar and a list of step types organized by category: Communication, Tasks & Projects, Workflow Control, and Integrations. Select SendJim under the Integrations section.
This will open the Edit Step panel on the right side of the screen.
Configuring the Step
Step Status
Use the toggle at the top to set the step as Active or Inactive. Inactive steps are skipped automatically when the workflow runs but remain in the workflow for future use.
When Does This Run?
Controls when the step executes after the workflow reaches it. The available options are: Starts Immediately, Starts at Optimal Time, Starts at Specific Time, Starts X Hours Before, and Restrict To. For a full explanation of each option, see Workflows: Workflow Steps Overview.
Conditional Logic
Check Only run this step if certain conditions are met to make this step run only when specific criteria are matched. If the conditions are not met, ProLine skips the step and moves to the next one automatically. For more details on how conditional logic works, see Workflows: Workflow Steps Overview.
SendJim Configuration
When this step occurs, the SendJim direct mail automation chosen below will be triggered. The contact's name and address will be added to the automation's list and the associated direct mail will be sent. SendJim must be enabled on the integrations page or this step will be skipped.
Select Contact (Required)
Choose which contact this step is associated with. The available options are:
Project's Main Contact
Project Contact 1
Project Contact 2
Automation to Trigger (Required)
Select the SendJim automation you want to trigger. The available options are pulled from the automations set up in your connected SendJim account.
Send to Neighbours (Excludes Contact) (Optional)
If you would like to send to the contact's neighbours but NOT the contact, enter a number here for how many of the closest neighbours SendJim should target.
Saving
Once you have configured your step, click Save.
Need Help?
If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.