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Crear una plantilla de nota independiente

Introducción

Una plantilla de nota se utiliza para registrar una interacción personal o un evento relacionado con un registro de contacto individual. Las plantillas de notas ahorran tiempo al reducir o eliminar los cambios manuales de seguimiento y pueden evitar errores y omisiones de los usuarios. Las plantillas de notas también se pueden utilizar para iniciar la automatización en Infusionsoft. Hay tres tipos de plantillas de notas:

- Plantilla de nota de objetivo de campaña: este es el tipo más común de plantilla de nota y está configurado en el generador de campañas. Cuando se aplica este tipo de plantilla de nota a un contacto, comienza la automatización de la campaña; Se define como un objetivo en el generador de campañas.

- Plantilla de nota de secuencia de campaña: Este tipo de plantilla de nota también se configura en el Generador de campañas. A diferencia de una plantilla de nota de objetivo de campaña, este tipo de plantilla no inicia la automatización; Simplemente agrega automáticamente una nota al registro de contacto como parte de una secuencia de campaña.

- Plantilla de nota independiente: este tipo de plantilla de nota no se crea utilizando el generador de campañas; Por lo tanto, no inicia la automatización de la campaña cuando se aplica a un registro de contacto; Sin embargo, tiene opciones de automatización que puede implementar como una opción.

Este artículo se centrará en cómo crear un tipo de plantilla de nota independiente y cómo aplicarlo a un registro de contacto.

Instrucciones paso a paso

1 - Ir a Marketing> Plantillas en la navegación principal

2 - En el menú desplegable Agregar una plantilla, seleccione Nota.

3 - Introduzca un título para la plantilla de nota.

Nota: El título se utiliza para identificar una plantilla de nota 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 para otros usuarios de Infusionsoft.
- Privado: elige esto si deseas ocultar esta plantilla de otros usuarios de Infusionsoft.

5 - Introduzca el cuerpo de la nota

​

6 - (Opcional) Haga clic en la pestaña Acciones para agregar una o más acciones a la plantilla de nota.

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

Las categorías se utilizan para ayudarle a organizar y filtrar plantillas en Infusionsoft.

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

Esto no se utiliza comúnmente con plantillas de nota, pero puede incluir el costo de materiales y mano de obra relacionado con el evento de nota o la interacción.

9 - Mientras está en la pestaña General, marque la nota como lista.

Las notas que no están marcadas como listas no están disponibles para los usuarios.

10 - Haga clic en el botón Guardar para crear la plantilla de nota.

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