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Crear una plantilla de carta

Introducción

Usted puede programar la impresion de una carta. Cuando la plantilla de carta se activa a través de una secuencia de seguimiento, una emisión o un registro de contacto, el sistema programará una tarea para la impresion de la carta en el panel de la página principal. Cuando se procesa el trabajo, el sistema automáticamente combinará información de registros de contacto en Word para poder imprimir rápidamente la carta.

Usted creará plantillas de letras a través de la biblioteca de plantillas, o "sobre la marcha" a medida que añada un paso a una secuencia de seguimiento o envíe una emisión. El proceso de creación de la plantilla de carta es siempre el mismo y la plantilla terminada siempre se almacena en la biblioteca de plantillas.

Instrucciones paso a paso

1 - Ir a marketing> Plantillas

2 - Seleccione Letter como el tipo de plantilla.

3 - Introduzca un Título para la plantilla de carta.

Los usuarios identificarán esta plantilla por el título. Debe ser breve pero descriptivo.

4 - Elija una opción de privacidad.

- Público: elija esto para que la plantilla sea accesible a otros usuarios de Infusionsoft.
- Privado: elige esto si deseas ocultar esta plantilla de otros usuarios de Infusionsoft.

5 - Haga clic en la ficha Editar para componer la letra.

Componga la letra en Infusionsoft o pegue contenido de Microsoft Word.

6 - Haga clic en el botón Abrir ventana de fusión para acceder a los campos de fusión que usará para personalizar la letra.

Nota: Debe utilizar los campos de combinación de Infusionsoft, incluso si copia / pega desde Word.

7 - Haga clic en una categoría de campo de combinación para acceder a los campos de combinación.

8 - Introduzca la información de procesamiento.

* Etiquetas de Necesidades: Seleccione "Sí" si va a imprimir etiquetas de correo para esta carta.
* Usuario asignado: Seleccione el usuario que será responsable de imprimir la carta y las etiquetas. Este trabajo de carta aparecerá en el widget de trabajos de cumplimiento en su página principal de usuario.
* Notificación: Marque esta casilla de verificación para enviar al usuario asignado un correo electrónico cuando se active el trabajo de carta.
* Notificar asunto: ingrese la línea de asunto para el correo electrónico de notificación (por ejemplo, Trabajo de carta de bienvenida de nuevo cliente).
* Notificación del cuerpo: Introduzca instrucciones de procesamiento más detalladas (por ejemplo, dirección de la mano, imprimir en papel con membrete de la empresa)

9 - Haga clic en el botón Guardar para crear la plantilla.

10 - (Opcional) Haga clic en la pestaña Categorías y Secuencias de seguimiento para asignar esta plantilla a una categoría.

Las categorías se utilizan para organizar y filtrar plantillas.

11 - (Opcional) Haga clic en el Misc. Expense para asignar un coste por persona a esta plantilla.

Este costo puede incluir tanto los materiales como el trabajo necesario para procesar esta carta para cada persona.

12 - Marque la plantilla como lista y haga clic en el botón Guardar.

Las plantillas que no están marcadas como listas no están disponibles para su uso.

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