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Descripción de la secuencia de la campaña

Introducción

Una secuencia de campaña es una serie programada de comunicaciones y / o procesos que se activan cuando se logra una meta de campaña o se produce un evento empresarial. Las secuencias de campaña se integran en una estrategia de campaña más amplia. Al igual que una campaña, se crea una secuencia al agregar objetos al arrastrar y soltar en un lienzo en blanco. Cuando se agrega un objeto a un lienzo de secuencia, Infusionsoft genera automáticamente la característica relacionada.

Instrucciones paso a paso

1 - Temporizadores

Los temporizadores se utilizan para definir un programa de secuencias.

- Temporizador de inicio: El temporizador de inicio es necesario y ya está colocado en el lienzo de secuencia para marcar el comienzo de la secuencia. Una secuencia de campañas puede incluir más de un proceso de comunicación o de negocio interno que se ejecutan en paralelo entre sí (por ejemplo, una serie de comunicaciones de marketing y un proceso de flujo de trabajo). Si este es el caso, puede agregar temporizadores de inicio adicionales.

- Temporizador de retardo: El temporizador de retardo determina el tiempo que transcurre entre las comunicaciones o procesos automatizados.

- Temporizador de fecha: El temporizador de fecha le permite ejecutar un paso en una fecha y hora del calendario en particular.

- Temporizador de campo: el temporizador de campo ejecuta un paso basado en un campo de fecha (o campo de fecha / hora) en el registro de contacto (por ejemplo, Cumpleaños, Aniversario o su propia fecha personalizada o campo de fecha / hora).

2 - Comunicaciones

Las comunicaciones son generalmente los correos electrónicos enviados al contacto que está progresando a través de la campaña. La configuración de correo electrónico predeterminada se puede cambiar para enviar un mensaje de correo electrónico a un miembro del personal interno, a un proveedor de servicios tercerizado o a cualquier otra persona. Las opciones de comunicación son las siguientes:

* Email
* Voz
* Fax
* Carta

3 - Procesos

Los objetos de proceso manejan la segmentación y la automatización del flujo de trabajo. Incluyen objetos que actualizan etiquetas, tareas, oportunidades y una publicación HTTP a otro servidor. Estos objetos no envían comunicaciones directamente a un contacto. Mantienen el registro de contacto actualizado y asignan responsabilidades a los usuarios de Infusionsoft.

- Aplicar / Eliminar etiqueta: Las etiquetas se utilizan para segmentar registros de contactos y realizar un seguimiento de determinadas actividades de contacto. También se utilizan para significar la finalización de objetivos en la estrategia de campaña de alto nivel.

- Aplicar Nota: El objeto de nota añade una nota con fecha específica a un contacto con comentarios estandarizados. A menudo se utilizan para marcar un hito de la relación. Estas notas no inician ninguna automatización. También se ocultan a los usuarios para que no se puedan utilizar para agregar manualmente una nota de contacto.

- Crear tarea: el objeto de tarea asigna una responsabilidad específica a un usuario de Infusionsoft. Las tareas suelen estar relacionadas con eventos predecibles, como una llamada de bienvenida después de que un nuevo cliente compra. Después de asignar una tarea, el usuario es responsable de actualizarla manualmente y agregar una fecha de finalización.

- Asignar un propietario: Este objeto le permite asignar un propietario (un usuario de Infusionsoft) a un registro de contacto.

- Crear oportunidad: el objeto de oportunidad asigna una responsabilidad de proceso de ventas a un representante de ventas. La oportunidad se trabaja durante un período de tiempo, hasta que el acuerdo se gana o se pierde. Los representantes de ventas usan oportunidades para almacenar notas de procesos de ventas, seguir el progreso de prospectos a través de varias etapas de ventas y mantener un récord de intereses de productos e ingresos potenciales.

- Enviar HTTP Post: Este es capas envía información desde Infusionsoft a una página web externa para activar una secuencia de comandos. El script puede agregar o actualizar miembros en un sitio de membresía, procesar la información publicada y actualizaciones de feed en Infusionsoft, y más.

4 - Notas

El objeto notas puede usarse para documentar el propósito de una secuencia, el público objetivo, la llamada a la acción o el objetivo hacia el que se dirige la secuencia. Las notas le ayudan a rastrear la información de secuencia general y facilitan la transición de responsabilidades cuando se producen cambios de personal. Puede agregar varios objetos de notas a un lienzo de secuencia.

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