Cómo combinar la información del socio de referencia en los mensajes de correo electrónico


Hay dos tipos de campo de combinación de socios de referencia:  

Estos campos de combinación se pueden utilizar para personalizar plantillas de correo electrónico, carta y tarea.
Estos campos de combinación funcionan igual que cualquier otro campo de combinación de plantillas. Puede fusionarse en los siguientes campos de socio estándar y en cualquier campo de registro de socio de referencia personalizado que cree: Campos de socio de referencia y Campos de socio de referencia.

Instrucciones paso a paso

1 - Campos del socio de referencia
Estos campos extraen información del registro del socio de referencia asociado con la persona con la que se está comunicando. Utilizará estos campos de combinación en los mensajes de seguimiento de socios y / o notificaciones internas. Los campos del socio de referencia incluyen:

 - Nombre: Se fusiona en el nombre del socio de referencia, que puede ser diferente del nombre de la persona si el registro del socio se crea manualmente. El nombre del socio de referencia, puede ser un nombre de organización en lugar del nombre de un individuo.

 - Código de Afiliado: Fusiona en el código del socio de referencia. Este código sirve como un "nombre de usuario" cuando el afiliado se registra en el Centro de afiliados. También forma parte de cada vínculo de seguimiento de referencias. Si no está utilizando el centro de socios, puede utilizar este campo de combinación para enviar un vínculo de redirección por correo electrónico.

Por ejemplo
El código del socio de referencia es lo único que diferencia un enlace de seguimiento de referencias de otro. El formato predeterminado para un vínculo de seguimiento es:

En este enlace, dcamp es el código del socio.

Puede enviar este enlace en un correo electrónico sustituyendo el código real por un campo de combinación (~ Affiliate.AffCode ~) Https://

Cuando envíe el correo electrónico a un grupo de socios de referencia, el código único de cada socio se fusionará con su registro de socio de referencia.

 - Contraseña: Se fusiona en la contraseña de inicio de sesión del socio. Necesitan esta contraseña para iniciar sesión en el Centro de afiliados.

 - Notificación de Leads o Ventas: se fusiona en la preferencia de notificación por correo electrónico del afiliado. No pueden cambiar estas preferencias por sí mismas, pero puede modificarlas editando un registro de socio de referencia.

2 - Campos del Socio de Referencia (Contacto)
Estos campos extraen información del registro de contacto de un afiliado en lugar de su registro de socio. La información se extrae cuando se envía una secuencia de seguimiento o difusión a una lista de prospectos o clientes. Estos campos de fusión se pueden utilizar para enviar un agradecimiento personalizado a un socio cuando una de sus referencias opta o compra, para las notificaciones internas, a los socios cc en las comunicaciones que envía a sus referencias, etc Hay una lista generosa de Combinar los campos para elegir.


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