Añadir a alguien a una campaña
Introducción
Existen dos métodos básicos para agregar a alguien a una campaña:
- Agregar automáticamente a alguien a una campaña
- Cómo agregar manualmente a alguien a una campaña
Instrucciones paso a paso
1 - Agregar automáticamente a alguien a una campaña
La forma en que se agrega a una campaña se determina por una meta en una campaña. Por ejemplo, en la campaña a continuación, el primer objetivo es que una persona llene un formulario web para solicitar información. Una vez que se ha logrado este objetivo, la persona ha sido "añadida" a una campaña.
2 - Cómo agregar manualmente a alguien a una campaña
En algunos casos, es posible que desee añadir algo de lógica a la campaña que facilite la adición manual de elementos únicos a la campaña. Hay varias maneras de hacer esto dependiendo de su situación. A continuación se describen dos formas de configurar la lógica en el generador de campañas para agregar manualmente personas individuales a una campaña:
- Agregue un objetivo de etiqueta a la campaña. Cada vez que se aplica una etiqueta específica a un registro de contacto, se logrará la meta y se añadirá a la campaña.
Otro método para agregar manualmente a alguien a una campaña es configurar un formulario interno en la campaña. Un formulario interno es similar a un formulario web, pero un usuario de Infusionsoft llena esto en nombre de un cliente potencial.
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