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Cómo crear juegos y reglas de acción

Introducción

El conjunto de acciones puede utilizarse tanto dentro como fuera de la campaña para poder acceder a acciones adicionales. Los usos más comunes son crear órdenes para upsells o ejecutar una acción si un campo está en blanco.

Instrucciones paso a paso

1 - Navegue hasta Marketing o CRM> Configuración

2 - Haga clic en "Conjuntos de acciones" en la columna a la izquierda

3 - Haga clic en "Añadir un conjunto de acciones" en la parte superior derecha

4 - Nombre su conjunto de acciones

5 - Seleccione una acción en la lista desplegable Agregar nueva acción
En este ejemplo, elegimos una acción que aplica una etiqueta al contacto.

6 - (Opcional) Establecer una regla
 - Haga clic en "Sólo ejecutar esta acción cuando se cumplan ciertas reglas" casilla de verificación

 - Haga clic en Agregar para crear una nueva regla.

 - Nombre la regla

 - Elija si la regla es verdadera cuando todos, ninguno o ninguno de los criterios son verdaderos. Puede crear varios criterios y utilizar esta lógica para determinar cuándo se ejecuta la acción.

 - Haga clic en "Crear criterios"

 - Seleccione el campo en el que desea ejecutar la regla y establezca los criterios. Haga clic en Guardar criterios cuando haya terminado.

 - Clic en Guardar

7 - Haga clic en Guardar en la acción

8 - Haga clic en Guardar en su conjunto de acciones

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