How to automatically send a gift after completing a project using acculinx

If you're like most home service businesses you like the idea of a gift going out to your clients  after a job is completed as a way to thank them, leave them with a good feeling, and butter them up for when you ask for a 5-star review and referrals, but the task of actually following through feels like a a full time job. That's why you partnered with Gifts with an Edge to be your concierge gift service so you never have to remember again!

Just Follow these steps in your Acculinx account, and you'll be up and running in minutes!

1. Add me as a vendor. While logged in as an Administrator please follow these steps:
   1. Click on your name in the upper-right corner.
   2. Select Account Settings from the dropdown menu.
   3. Go to Company/Locations Settings.
   4. Click on Add/Edit Vendors.
   5. Add Michael Athens from Cutco Gifting with the email Michael@GiftswithanEDGE.com  to ensure I appears in the Vendor area of the Address Book when sending emails.
2. Go back to your Dashboard, Hover over the Tools Icon, and select "Automation Manager"
    
3. Click "Add Automation"
    
4.  Select Trigger and set it to Milestone - "Changed to Completed."  Set the timing to "When the milestone changes to completed"
    
5. Click Apply
    
6. For step 2, select action and click on the Email button
   
   1. In the "Send to" field, select Michael Athens from the Vendor Section.
       
   2.  The Send from Field doesn't matter to us, so choose whoever feels appropriate. 
       
   3. (Optional) Add a cc of someone on your team to also receive each request so that they can check before a gift is sent to make sure one doesn't go to someone who was hard to work with or on a project that didn't have enough profit to warrant a gift.
       
   4. The subject line should be (Your Company Name) - Gift Request - (Client Name)
      1.  Make sure you actually type in your company name
      2. To have Acculinx enter the client name into the subject, click the tag icon and search "Primary Contact: Name"
   5.  In the Message we need the client name and address and if you have different gifts to be sent based on the size of the job, include the project size as well. Many also choose to add the sales rep information for us to use when customizing the letter.
      1. Type "Name: " then select the tag icon and and search "Primary Contact: Name." Then click enter.
      2. Type "Address: " then select the tag icon and and search "Job: Full Address" Then click enter twice.
      3. Type "Job Value: " then select the tag icon and and search "Job Value" Then click enter twice.
      4. Type "Sales Rep: " then select the tag icon and and search "Company Representative Name"
      5. Add a space and select the tag icon and and search "Company Representative Phone" 
   6. Click Next, then click save.
7.  Toggle the switch to "On" under step 3.
   
   You're all set! Now, anytime you change a job to completed, the system will pull all the necessary client information and email it to your chosen staff member. They simply look it over to confirm the info is correct and that this client should be sent a gift. They them simply forward that email to our team and the gift will arrive around 10 business days later. You jut sit back and take those happy client calls and ask for 5-star reviews and referrals while the law of reciprocity is on your side!