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Crear un objetivo para los formularios internos

Introducción

Un formulario interno le da la posibilidad de enviar un formulario en nombre de otra persona. Los usuarios de su aplicación Infusionsoft pueden recopilar y actualizar información de contacto de forma rápida y eficaz mediante un formulario interno. Los formularios internos ayudan a automatizar flujos de trabajo internos.

Instrucciones paso a paso

1 - Arrastre un objetivo en el lienzo Generador de campañas y modifique la configuración de objetivos para que se cumpla cuando un usuario rellene un formulario interno.

2 - Haga doble clic en el objetivo para configurar el formulario interno.

3 - (Opcional) Puede cambiar el nombre del formulario interno o copia desde un formulario interno de Creador de campañas o de legado anterior.

Tenga en cuenta que sólo los formularios creados por el Generador de arrastrar y soltar están disponibles para copiar desde.

4 - Haga clic en Diseño en la barra de herramientas para realizar ajustes estéticos en el formulario.

5 - Para agregargmentos de campo a su formulario interno, haga clic y arrastre un fragmento al formulario.

Uso de fragmentos de formulario internos
Tenga en cuenta que sólo hay fragmentos relevantes para un formulario interno. Es recomendable incluir un fragmento de contenido del párrafo que contenga las instrucciones necesarias o recordatorios para el usuario que rellena el formulario.

6 - Cuando termine de personalizar el formulario interno, cambie el estado de Borrador a Listo.

7 - Ahora está listo para publicar sus cambios.

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