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Crear una plantilla de cita

Introducción

Puede asignar asignaciones automáticamente a los usuarios de Infusionsoft para incorporar detalles personales en su estrategia de seguimiento. Cuando se crea una plantilla de cita mediante una secuencia de seguimiento o un conjunto de acciones, el sistema creará una nueva cita en el calendario del usuario asignado y en el widget de citas en el panel de la página principal.

Esta característica no es compatible con el generador de campañas.

Instrucciones paso a paso

1 - Ir a marketing> Plantillas


2 - Seleccione Cita como el tipo de plantilla.


3 - Introduzca un título para la plantilla de cita.

Nota: El título se utiliza para identificar una plantilla de cita en varias listas en todo el sistema. Debe ser corto y 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 - Ingrese la información de cita.

- Tipo: seleccione un tipo de cita en la lista desplegable.
- Título: Introduzca el título de la cita. Esto aparece en el calendario del usuario asignado y les dará "de un vistazo" información sobre la cita.
- Cuerpo: Introduzca las notas en el cuerpo. Esta información ayudará al usuario a completar la cita con mayor eficacia. Haga clic en el botón Abrir ventana de fusión para insertar campos de fusión en el cuerpo de la cita (por ejemplo, ~ Contact.FirstName ~ o ~ Contact.Phone1 ~.).
- Asignar al propietario del contacto: Establecer en Sí si el usuario asignado como propietario del contacto es responsable de completar esta tarea. De lo contrario, establezca esta opción en No.
- Asignar a (copia de seguridad): Seleccione un usuario de la lista desplegable. A este usuario se le asignará la tarea si "Asignado al propietario del contacto" está establecido en No O si el contacto no se ha asignado a un propietario.
- ¿Qué fecha ?: Seleccione una fecha estándar (por ejemplo, Cumpleaños) o una fecha de campo personalizada (por ejemplo, fecha de consulta) para utilizarla como base para programar la cita. Usted programará la cita un número específico de días antes o después de esa fecha. También puede crear un nuevo campo de contacto personalizado si es necesario.
- Programe la cita: La cita está programada en relación con la fecha anterior. Aquí usted fija la cita un número especificado de días antes o después de esa fecha, elige el año, y fija una hora específica para la cita.
- ¿Cuánto durará la cita ?: Escriba la cantidad de tiempo que necesita bloquearse en el calendario del usuario asignado.
- (Opcional) Notificar a estos usuarios: Seleccione los usuarios que necesitan saber cuándo se creará esta cita. Recibirán un correo electrónico de notificación.

6 - Haga clic en el botón Guardar para crear la plantilla de citas.

7 - (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.

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

Esto no se utiliza comúnmente con las plantillas de citas, pero el costo puede incluir los materiales y la mano de obra para cumplir con esta cita para cada persona.

9 - Marque la plantilla de citas como Listo y haga clic en el botón Guardar para aplicar las actualizaciones. 

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