Crear un nuevo socio de referencia
Introducción
Un registro de socio de referencia contiene la historia y los detalles del programa para un socio de referencia individual. Los socios de referencia pueden crearse automáticamente como parte de una campaña de marketing o agregarse manualmente. Los registros de socios de remisión se adjuntan a un registro de contacto. Cuando se crea un registro de socio de referencia a través de un formulario web, se crea el registro de contacto al mismo tiempo. Hay varias formas de crear registros de socios de referencia. Cuál método es el mejor para usted dependerá de su situación actual:
- Agregar un socio de referencia manualmente - Si sólo tiene unos pocos socios de referencia para crear, es más fácil crearlos a mano.
- Importar socios de referencia - Si viene de un sistema diferente, puede tener una lista de socios de referencia que se pueden importar a su cuenta de Infusionsoft. Póngase en contacto con el equipo de Servicios para obtener más información sobre los servicios avanzados de importación.
- Lote asigna una lista de contactos a un programa de socios de referencia. Si tiene la posibilidad de buscar los contactos para los que desea crear registros de socios de referencia, puede asignarlos por lotes a un programa de socios de referencia mediante un conjunto de acciones heredadas.
Instrucciones paso a paso
1 - Agregar un asociado de referencia manualmente
Siga las instrucciones a continuación para crear un nuevo socio de referencia manualmente. Asegúrese de que ya existe un registro de contacto para el socio antes de continuar.
- Vaya a CRM> Referral Partners en el menú principal de navegación.
- Seleccione Agregar un socio de referencia en el menú de socios de referencia.
- Ingrese la información del socio de referencia.
- Contacto - Este es un cuadro de búsqueda. Introduzca el nombre de un contacto y la búsqueda localizará los registros de contacto correspondientes. Haga clic en un nombre para seleccionar a la persona.
- Nombre: Este es el nombre del socio de referencia. Puede ser el mismo que el nombre del contacto, o puede ser una entidad con la que el contacto está asociado (por ejemplo, una organización profesional).
- Código: Este es el código de seguimiento del socio de referencia. Está incluido en todos los enlaces y recursos de seguimiento de referencias. También es el nombre de usuario del socio de referencia al iniciar sesión en el Centro de referencia de socios. El código debe comenzar con una letra. Puede combinar el código en correos electrónicos de seguimiento.
- Contraseña: Esta es la contraseña que el socio utilizará para iniciar sesión en el Centro de afiliados. Puede combinar esta contraseña en correos electrónicos de seguimiento.
- (Opcional) Padre - Ingrese el nombre de un contacto y haga clic en Buscar para localizar al socio principal. Esto sólo se aplica si tiene un programa de referencia de varios niveles.
- Estado: active esta opción para que este socio sea elegible para comisiones. Puede inactivar a socios que ya no están involucrados en su programa de socios.
- Notificar al cliente potencial: Si establece esto en Sí, el socio recibirá una notificación por correo electrónico automatizada cuando una de sus referencias rellene un formulario web o una página de destino.
- Notificar a la venta: Si establece esto como Sí, el socio recibirá una notificación por correo electrónico automatizada cuando una referencia le compre algo.
- Listas de seguimiento: Limite el número de días en que la cookie de seguimiento del socio de referencia está activa después de hacer clic en un vínculo. Deje este campo en blanco si no desea limitar la ventana de crédito.
- (Opcional) Piel del carro: Por defecto, las referencias del socio verán el mismo tema del carro de la compra que todos sus otros compradores ven. Esto podría ser apropiado si el socio es un "influyente de la industria" y desea sus referencias para tener una experiencia consistente con su propio contenido.
- Haga clic en el botón Guardar para crear el registro de socio de referencia.
- Vaya a la sección Programas de la Comisión para asignar al socio a un programa de comisión. Seleccione un programa en el menú desplegable y haga clic en el botón Agregar.
- (Opcional) Repita este proceso para asignar al asociado a programas adicionales.
Estructuras individuales de la Comisión
Si este socio de referencia tiene un acuerdo único con usted que incluye una estructura de comisiones individualizada, vaya a la pestaña de comisiones en la fila inferior de las pestañas para ingresar sus comisiones, en lugar de ingresar a los programas de comisión como se describió anteriormente. Este proceso es el mismo que utilizó para crear programas de la Comisión.Importar socios de referencia
2 - Póngase en contacto con Sales en 1.866.800.0004 ext. 1 para obtener más información sobre "Servicios avanzados de importación".
3 - Batch asigna una lista de contactos a un programa de socios de referencia
- Vaya a CRM> Configuración en el menú principal de navegación.
- Haga clic en Conjuntos de acciones
- Haga clic en el botón Agregar un conjunto de acciones
- Nombre el conjunto de acción algo que puede recordar fácilmente
- En el menú desplegable Agregar nuevas acciones, seleccione Crear socio de referencia
- Elija el nombre del programa para agregar la lista.
- Configure cualquier otra configuración de Referral Partner que desee (Notificaciones, Ventana de crédito, etc.)
- Clic en Guardar.Busque la lista de personas que desea agregar al programa.
- Una vez que tenga su lista de personas, haga clic en el menú desplegable Acciones y seleccione Aplicar conjunto de acciones.
- En el menú desplegable Acciones, haga clic en la opción Ejecutar otro conjunto de acciones.
- Seleccione el conjunto de acciones en el menú desplegable.
- Clic en Guardar.
- Haga clic en Proceso Acción
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