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Crear un objetivo para las plantillas de nota

Introducción

Las notas se agregan manualmente a un historial de contactos para documentar una interacción específica. Las notas incluyen un sello de fecha, así como una descripción de la interacción que tuvo lugar. Una nota puede añadirse a un contacto después de una interacción como una llamada telefónica, una cita o una reunión. Estas interacciones pueden satisfacer una meta en una secuencia de campaña. Si esta interacción personal tiene más de un resultado posible, creará múltiples metas, cada una con una nota única asignada a ella. Si no procesa compras en línea, también puede utilizar una nota para satisfacer una meta de compra. Una nota que satisface una meta de la campaña está disponible para los usuarios una vez que se ha configurado la meta y se publica la actualización de la campaña.

¡Ten cuidado!
Los objetivos basados ​​en actualizaciones de notas se consideran satisfechos siempre que se añade una nota a un historial de contactos. La o las secuencias relacionadas comenzarán incluso si el contacto no estuviera en ninguna parte anterior de la campaña. Asegúrese de que sus usuarios puedan identificar fácilmente las notas que utiliza como método de objetivo s y asegúrese de entrenarlos para que sepan lo que sucede cuando se utiliza una nota.Cada nota sólo se puede asignar a una meta de campaña. No puede reutilizar las plantillas de nota de campaña.

Instrucciones paso a paso

1 - Arrastre un objetivo en el lienzo de la campaña.

2 - Asigne un nombre y seleccione Aplicar una nota en el menú desplegable.

3 - Haga doble clic en el objetivo para configurarlo.

4 - Seleccione un tipo de acción en el menú desplegable

El usuario buscará e identificará las notas por su título. El título se asigna a la meta de la campaña.

5 - Introduzca una descripción y notas de creación.

La descripción aparece como un enlace en el historial de contactos. Las notas de creación se pueden ver cuando un usuario hace clic en el enlace de descripción. Los usuarios pueden agregar notas personalizadas antes de guardar la nota en el historial de contactos.

6 - (Opcional) Seleccione un usuario al que desea atribuir esta nota.

En la mayoría de los casos, deseará que el sistema lo atribuya al usuario registrado que utilice la nota, que es la predeterminada.

7 - (Opcional) Configure notificaciones por correo electrónico.

El usuario (s) que seleccione recibirá una notificación por correo electrónico cada vez que utilice esta nota. Haga clic en el nombre de un usuario para seleccionarlos.

8 - Haga clic en Guardar para crear la nota asignada a este objetivo.

9 - Estás listo para publicar tus actualizaciones.

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