Mailgun (MG)
Mailgun is a third-party service we use to send emails in bulk. Mailgun is the native integration for the email services provider. To use Mailgun, customers will need to be subscribed to the Foundation 50K level, allowing 50,000 messages to be sent from that account in one month with unlimited sending domains. It is recommended that each sub-account in JOBVIZER be set up with its own unique sending domain.
MVP
(Commonly Used Abbreviation) Minimum Viable Product
A card in the pipeline represents the chance to sell a product or service. A contact may have more than one opportunity associated, but one opportunity cannot be associated with multiple contacts.
The visual representation of the sales stages leads to the development process. Represented by columns where Opportunities are stacked.
PO
(Commonly Used Abbreviation) Product Owner
PSU
(Commonly Used Abbreviation) Priority Support Upgrade
QA
(Commonly Used Abbreviation) Quality Assurance
QB
(Commonly Used Abbreviation) Quickbooks
Recipe
Similar to a Workflow Template, a Recipe is a pre-made workflow provided by JOBVIZER for a quick automation solution.
Reports>Agent Reporting
Agent Reporting, available in the Pro plan only, is designed to show you how your whole team is doing in one quick glance, which includes a leaderboard function.
Reports>Appointment Reporting
Appointment Reporting provides insights about appointments being booked within sub-accounts.
Reports>Attribution Report
The attribution report shows where and how customers came into the platform.
Reports>Call Reporting
Call Reporting shows totals of calls in each status and has a list of calls with their recordings if the option is activated.
Reports>Facebook Ads
Facebook Ads shows a variety of performance metrics on the ads listed on the Facebook platform.
Reports>Google Ads
Google Ads shows a variety of performance metrics on the ads listed on the Google platform.
The Reputation tab of the Sub-Account level allows users to see and manage the reviews left on Google and Facebook. There is a dashboard where the overall reputation can be visualized, a Reviews section where users can reply to the reviews that have been left, and settings for a review widget that can be placed on a company's website.
RSS
RSS stands for Really Simple Syndication, a standardized system for distributing content from a website or blog to readers.
SaaS
(Commonly Used Abbreviation) Software as a Service. The practice of selling and delivering applications over the Internet as a service.
SEO Meta Data
(Search Engine Optimization) The practice of optimizing labels and keywords attached to a web page to make it appear higher on the lists shown in search engines.
Additional fields can be added to the contact profile to capture custom information about an individual.
Custom values are used as fill-in-the-blank fields. Custom Values are a change once, update everywhere field that can be used in various places in the JOBVIZER system. For example, if you were deploying a field to have someone input data about Google but then decided you wanted to collect data about Facebook instead, changing the information in Custom Values would then, in turn, change all the places where that Custom Value was being used.
The My Staff setting in sub-accounts is where you can manage the team members for the sub-account. You can also manage teams and team calendars in this setting.
Settings>Reputation Management
The Reputation Management setting is where you will set up customized review messages, so you don't have to send out manual messages to customers. They can be sent manually within this setting, picked up by automation, or through quick actions with options to set up as email or text messages. Additionally, you can customize a review widget and embed the code onto a webpage.
Smart Lists are enhanced contact lists. You can use filters to search/sort against different parameters, identify which columns of information you want to see, create targeted lists, and apply bulk actions. As the underlying contact data is updated, they will be automatically added/removed to/from your targeted lists.
SMTP
(Technical Jargon Abbreviation) Simple Mail Transfer Protocol
Snapshot
Snapshots are copies of a particular sub-account at a particular point in time. The idea is that users will build a stand-alone sub-account with automation and webpage templates that include a copy with custom values. This will allow the template to be updated and copied into new or existing sub-accounts, bringing over all the templatized features. Snapshots are used to drastically reduce the amount of time an agency would need to set up sub-accounts so their customers can quickly start using the product.
Snapshot>Imported
Imported snapshots are snapshots you have received from someone else via a copied URL link or an email. Both can be imported and will appear in the Agency dashboard in the imported snapshots subtab under account snapshots or snapshots in settings.
Snapshot>Own
Snapshots created by the agency will appear in the Own Snapshots tab.
Snapshot>Vertical
JOBVIZER provides vertical snapshots for agencies to use in their customers' profiles.
SPF
(Technical Jargon Abbreviation) Sender Policy Framework
Split Testing
Split testing (also known as A/B email campaigns) allows you to test up to 6 different versions of an email campaign with your recipient list. By testing multiple variations of your email campaigns, you can get valuable insight to help create content that resonates with your audience and drives them to action.
SSL
(Technical Jargon Abbreviation) Secure Socket Layer
Stage Distribution
Stage distribution is a chart graphically showing the stages and their current conditions.
Stages
A stage is any point along the path during the process of moving a lead to a win.
Sub-Account
Also known as Account or Location. In this view, users can manage the CRM, create funnels and websites, set up booking widgets, and much more. An agency will need its own sub-account to access these features for itself.
Survey>Multiple Choice Questions> Conditional Logic
Surveys allow you to create and send surveys to your contacts. The survey builder allows you to direct your contact through conditional logic questions. In other words, the survey will follow a specified path based on their response to certain questions. This only works for checkbox, radio, and single options.
JOBVIZER MARKETING SUPPORT PORTAL© 2026ALL RIGHTS RESERVED