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Diamantes de decisión 101

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Introducción

Cuando crea una campaña, algunas de sus metas de negocio pueden tener más de un resultado posible, y cada resultado puede llevar al contacto por un camino diferente. Cuando esto sucede, Infusionsoft necesita evaluar la información disponible y utilizarla para elegir la secuencia apropiada. En el siguiente ejemplo, hay un boletín de noticias conectado a dos secuencias: Perros y gatos. Supongamos que el formulario de inscripción le pregunta al usuario qué animal está interesado. Si eligen a los perros, entran en la secuencia de perros. Si eligen gatos, entran en la secuencia de los gatos.

Protip! – Los diamantes de decisión se crean automáticamente cuando un objetivo de campaña o una secuencia de campaña se conecta a dos o más secuencias.

Instrucciones paso a paso

1 – Haga doble clic en el icono Diamante para configurar las reglas
En la pantalla Reglas de decisión, verá al menos dos conjuntos separados de áreas de reglas: En este ejemplo, hay uno para la secuencia de Perros y otro para la secuencia de Gatos. Si tuviéramos otra secuencia para Hamsters, tendríamos esa opción también en esta página.

ProTip! – El orden en el que aparecen las secuencias en esta página está determinado por el elemento al que conectó primero su objetivo. Conecté mi meta de la forma de la tela a la secuencia de los perros primero, así que estará en la tapa de la página.

2 – Haga clic en el botón + RULE para configurar su regla para cada secuencia
Las reglas pueden basarse en etiquetas, opciones de radio o casilla de verificación, campos personalizados y los siguientes campos de contacto: Título, Título del trabajo, Ciudad, Estado, País, Cumpleaños, Tipo de contacto o Propietario. Si un contacto coincide con más de una regla, ingresarán varias secuencias de campaña. Si no se asignan reglas de secuencia, todos los contactos iniciarán la secuencia de campaña relacionada.

Mi regla para entrar en la secuencia de Perros es que el usuario debe elegir el botón de radio perros en el formulario de inscripción de boletín. Los criterios para esta regla se muestran a continuación: Form Submission> Option> Animal Interest – Dogs> está seleccionado (Animal Interest es la etiqueta del botón de radio en el formulario de inscripción de la carta.)

Ahora, cada vez que alguien elige el botón de radio Perros en el formulario de inscripción, entrarán en la secuencia de Perros.

3 – Si una ruta de secuencia tiene más de un criterio, haga clic en el icono + y para añadir otros criterios

ProTip! – Cuando agrega los criterios siguientes de esta manera, el primer criterio Y el segundo criterio deben ser verdaderos para la secuencia que se va a ejecutar. Puede agregar un número ilimitado de criterios.

4 – También puede agregar una regla alternativa o un conjunto de reglas para cada secuencia.
Al hacer clic en el botón + , está agregando criterios separados que se pueden cumplir con el fin de mover el contacto en la secuencia de perros. Cuando agrega un conjunto alternativo de criterios, el primer conjunto de criterios debe ser verdadero O el segundo conjunto debe ser verdadero. En el ejemplo siguiente, se moverán a la secuencia de Perros de ellos eligieron el botón de radio Perros o tienen la etiqueta de Perros aplicada a su registro de contacto.

5 – Haga clic en Volver a la campaña cuando se hayan definido todas las reglas de secuencia.

6 – Advanced Logic Cheat Sheet
En el ejemplo anterior, el escenario era bastante sencillo: o bien eligieron perros o gatos cuando se inscribieron en el formulario web. Para los criterios más avanzados, aquí hay una hoja de trucos que muestra las diferentes combinaciones de reglas y en qué escenario deben aplicarse:

 

Decision Diamonds 101 – SBSA

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