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Crear un objetivo para las etiquetas

Introducción

Las etiquetas son etiquetas de búsqueda que se utilizan para segmentar contactos. Pueden actualizarse automáticamente como parte de una secuencia de campaña o actualizarse manualmente por un usuario de Infusionsoft. Las etiquetas se pueden aplicar a registros de contactos individuales oa través de una acción por lotes en una lista de contactos.

¡Ten cuidado!
Los objetivos basados en actualizaciones de etiquetas se consideran satisfechos cuando se aplica una etiqueta: por un usuario, por el sistema o por la API. La (s) secuencia (s) relacionada (s) comenzará incluso si el contacto no se encontraba en ninguna parte anterior de la campaña. Asegúrese de que sus usuarios puedan identificar fácilmente las etiquetas que utiliza como método de objetivo s asignándolas a una categoría de etiqueta única y asegúrese de entrenarlas para que sepan qué sucede cuando se utiliza la etiqueta. La etiqueta se aplica objetivo no es retroactivo; Los contactos anteriores con la etiqueta no satisfacen la meta.Cuando se utiliza una etiqueta para satisfacer una meta, la secuencia relacionada comienza tan pronto como se aplica la etiqueta y la secuencia no se detiene cuando la etiqueta se elimina debido al error del usuario.

Instrucciones paso a paso

1 - Haga clic y arrastrr un objetivo en el lienzo de campaña

2 - Asigne un nombre y elija Aplicar una etiqueta en el menú desplegable. Ahora haga doble clic en el objetivo para terminar de configurarlo.

3 - Busca una etiqueta existente por nombre y haz clic en el nombre para seleccionarla.

¡Sugerencia Pro!
Si asigna más de una etiqueta a esta meta, la meta se considera satisfecha cuando CUALQUIERA de las etiquetas se aplica a un contacto. También puede crear una etiqueta sobre la marcha; Simplemente escriba el nombre de la etiqueta y haga clic en Crear.

4 - Clic en Guardar

5 - Asegúrese de publicar sus cambios

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