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Búsqueda Avanzada Techniques

Introducción

Este artículo ofrece una explicación detallada de los criterios de búsqueda importantes.

Instrucciones paso a paso

1 - Ficha Búsqueda

En esta pestaña puede buscar por información de contacto básica. Por ejemplo, puede buscar todos los que tienen una dirección de correo electrónico de Yahoo al elegir Correo electrónico "termina con" @ yahoo.com.

Búsqueda por etiquetas: seleccione una etiqueta o varias etiquetas para extraer todos los contactos que tengan la etiqueta. El segundo cuadro de etiquetas, "Etiquetas 2" le permite realizar búsquedas más sofisticadas. Por ejemplo, puede retirar a todos los que tienen una etiqueta de boletín de noticias, pero no tiene una etiqueta de cliente.

2 - Pestaña General​

Esta sección le permite buscar información general de contacto. Por ejemplo, si ha reunido una fecha de cumpleaños o aniversario, puede buscar todos los contactos cuyo cumpleaños coincida con el mes actual y enviarles una tarjeta.

3 - Ficha Dirección​

Esta sección le permite buscar en la facturación, envío y direcciones opcionales que se encuentran en el registro de contacto. Por ejemplo, puede buscar todos los contactos que viven en su estado para promover un evento regional.

4 - Ficha Teléfono / Correo electrónico

Las opciones del teléfono le permiten buscar contactos basados ​​en un código de área o en el número de teléfono completo. Las opciones de correo electrónico en esta pestaña son las direcciones de correo electrónico secundarias que se encuentran en el registro de contacto. Para buscar en la dirección de correo electrónico principal, haga clic en la pestaña Buscar.

5 - Ficha Campos personalizados

Esta pestaña le mostrará los campos personalizados que ha creado en Infusionsoft y le permitirá buscar en este criterio. El ejemplo anterior muestra un simple menú desplegable que se agregó para indicar el género de un registro de contacto.

6 - Ficha Criterios varios

Esta pestaña a menudo pasada por alto contiene algunos criterios de búsqueda muy potentes, como los productos adquiridos, la fuente principal, la fecha de creación (cuando se creó el contacto en el sistema) y la opción Datos existentes.

7 - Pestaña Columnas​

La pestaña de columnas le permite editar la presentación de los resultados de búsqueda. Los campos de la izquierda representan las columnas actuales que se mostrarán en los resultados de búsqueda. Para agregar más columnas, seleccione las columnas a la derecha y haga clic en el botón de doble flecha para moverlas hacia el lado izquierdo de la página.

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