Choosing the Best Way to Send Invitations

The best way to collect regular feedback is to make inviting customers part of the way you close a job. betterbunch gives you several ways to do that, so you can choose the one that suits your software and your team.

Let's find your perfect setup: 

1. Automation 

Best for: Businesses whose software connects to betterbunch.

If you use Xero, MYOB, Simpro, Helix or another supported connection, you can set up automation to create invites as customers move through your normal workflow.

Pick your settings so when a job is completed or an invoice is sent, your customer automatically receives an invitation.

Learn how to set up Automation here

2. Weekly uploads

Best for: Businesses that can export a list of recently serviced customers.

Set aside a few minutes each week to export a CSV or Excel list, then upload it through Create invite > Bulk upload.

betterbunch lets you choose the name, email and mobile columns, block repeat customers, and remove anyone you don't want to invite before you send. It’s a practical way to keep invitations moving when an automation connection isn't/  available.

Learn how to send invitations to a list of contacts here

3. Single invites 

Best for: Businesses that can't export a customer list but do collect customer contact details.

Create a single invite after each completed job, or set aside time each week to enter the details for the customers you've worked with. Asking while the experience is fresh gives them an easy way to tell you how it went.

Learn how to send a single invitations here

4. Shareables 

Best for: Businesses that don't collect customer email addresses or mobile numbers.

Printed cards, posters and table stands with a QR code give customers a way to share feedback in person. You can hand over a card at the end of a job or put a stand where customers can easily scan it.

Learn about Shareables here