to-your-success_fieldedge_hvac_cookie_gift_integration

Automated customer gifts

for FieldEdge users

to-your-success_fieldedge_hvac_cookie_gift_integration

Automated

customer gifts

for FieldEdge users

13 +
Delicious gifts to choose from

Freshly baked and hand-tied right here in Kennesaw, GA.

Control who receives different gifts, card messages,
or survey questions with custom automation rules.

Co-brand your gift to use co-op funds with your distributor.

Customized with every package:

13 +
Delicious gifts to choose from

Freshly baked and hand-tied right here in Kennesaw, GA.

Control who receives different gifts, card messages, or survey questions with custom automation rules.

Co-brand your gift to use co-op funds with your distributor.

Customized with every package:

Automated & Controlled

Create automation rules using FieldEdge parameters to fully control who receives different gifts, card messages, or surveys.

Gift & Greeting Card

Cookies are freshly-baked early in the morning and hand-packed with your personalized message.

Real-Time Feedback

With paper & digital surveys included, track customer reviews and respond quickly to alerts. Motivate the team with employee leaderboards and powerful reports.

See how it works

fieldedge_gift_intregation_3pl
425, 958
Delighted customers this year

The best surprise was receiving a insulated cooler as a thank you gift in the mail after the job was completed…totally unexpected! But the sweetest surprise was opening the bag and finding delicious baked cookies that were soft and delicious! What a novel idea, thanking your customer for their business with a gift and not just words! 5-star plus rating!!”

– Gift recipient from Tucson, AZ

5_stars_sm

“Thank you so much for the insulated bag and delicious cookies. It was a delightful surprise.”

– Gift recipient from Allentown, PA

5_stars_sm

“Thanks for the unexpected gift of the cooler and cookies. Nice surprise and yummy!”

– Gift recipient from Washington, MO

5_stars_sm
425, 958
Delighted customers this year

The best surprise was receiving a insulated cooler as a thank you gift in the mail after the job was completed…totally unexpected! But the sweetest surprise was opening the bag and finding delicious baked cookies that were soft and delicious! What a novel idea, thanking your customer for their business with a gift and not just words! 5-star plus rating!!”

– Gift recipient from Tucson, AZ

5_stars_sm

“Thank you so much for the insulated bag and delicious cookies. It was a delightful surprise.”

– Gift recipient from Allentown, PA

5_stars_sm

“Thanks for the unexpected gift of the cooler and cookies. Nice surprise and yummy!”

– Gift recipient from Washington, MO

5_stars_sm

Trusted by contractors nationwide

Trusted by HVAC
contractors nationwide

Logo Christmas Cookie Tin Review

Frequently Asked Questions

How much does it cost?

A full-featured membership starts at $25/mo (paid annually). Beyond that, it is priced per gift and controlled by your custom rules and budgets. Factor in about $35  for a freshly-baked dozen cookies, custom cooler bag, greeting card, survey, and review request (2-3 day shipping included). Service call follow-up is included in your membership using our email-only eTouch features.

How do I control who receives a gift?

You will be able to set thresholds and custom rules based off data parameters in FieldEdge. This includes invoice amounts, classes, and more. There are also exclusions to override any rules, create budgets, and construct a reliable workflow.

What about low-budget customers like service calls?

Besides our smallest gift (only $4.95), you can send eTouch to your customers as well. eTouch is a custom thank-you email that includes an automatically tracked survey and Google review request. eTouch is included with every gift order, but also available standalone for these low-budget customers who you still want to thank and follow up with.

Can I customize a gift with my logo?

Absolutely! We’ll help design the item and provide examples. Customized gifts are optional (we have lots of stock gift selections too) but a great way to match your branding and marketing efforts. Logo setup costs range from $75 (one color logo) to $175 (full color logo). The minimum on most customized items is 50; we create a batch and stock them for you to use throughout the year, reordering as needed.

Is there a minimum gift quantity?

There’s no minimum on stock gifts. With customized logo gifts, we have to produce at least 50 at a time and stock them for you to use however often you need. You do not have to prepay for all 50 gifts up front, but we do require just a $10 deposit per gift up front on customized items.

Can I have different sets of survey questions?

Definitely. For instance, you might have a set of questions for your Installation jobs and a separate set of questions for your Service calls. You can have as many different question sets as needed, and the connection with FieldEdge will automatically ensure the correct survey is included with your gift or eTouch.

What if our company has multiple locations?

Our infrastructure is designed to handle large companies (or small). If you have a network of locations/brands, we can keep all of that data straight and support different gift packages, greeting card messages, surveys, Google review links, and more specific to each location. You can empower your general managers with powerful reporting, like real-time alerts related to only their location.

How fast are gifts delivered?

Gifts are shipped 2-3 Day USPS Priority Mail, and shipping rates are based on the destination zip code per the USPS. In most of the country, shipping is 2 days.

Contact Us for Help

 

Have additional questions? Send us a message below, or call us at 888-793-2429.

See a live demo: 888.793.2429

M-F 9am-6pm EST 

INFO@TOYOURSUCCESS.COM 
3522 ACWORTH DUE WEST RD. NW, KENNESAW, GA 30144