Asignar un propietario a un contacto en una secuencia de campaña


El fragmento de proceso Asignar un propietario le permite asignar o reasignar al propietario de un registro de contacto como un paso en una secuencia de campaña.

Instrucciones paso a paso

1 - Haga doble clic en la secuencia de campaña que desea editar o cree una nueva secuencia de campaña.

2 - Expanda el menú Proceso y arrastre y suelte un fragmento de proceso Asignar un Propietario al lienzo.

3 - Haga doble clic en él para configurar la configuración.

4 - Para configurar la asignación de propietario...

- Asignar a usuario: Esta opción le permite asignar el registro de contacto a un usuario específico en su aplicación Infusionsoft.
- Asignar usando Round Robin: Un round robin es un conjunto de reglas de distribución basadas en lógica numérica. Los round robins se crean fuera del constructor de la campaña.

5 - Clic en Guardar

6 - Ahora está listo para publicar sus cambios.


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