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Explicación de los valores predeterminados de campos de combinación

Introducción

El campo personalizado se utiliza para personalizar las comunicaciones de seguimiento de forma individual. Ellos extraen información de un registro de contacto e insertan esa información en correos electrónicos y otras plantillas. En el ejemplo que se muestra a continuación, el campo personalizado (~ Contact.FirstName ~) extrae un nombre del registro de contacto y ~ Owner.Signature ~ extrae información del usuario asignado.

En algunos casos, un registro de contacto puede no contener la información referenciada y no puede haber un usuario asignado. Puede utilizar valores predeterminados de combinación para insertar automáticamente un valor en mensajes cuando el sistema no puede encontrar un valor de campo en el registro de contacto para que cada correo electrónico tenga algún tipo de valor en lugar de un espacio en blanco.

Instrucciones paso a paso

1 - Para cambiar el usuario predeterminado, vaya a Marketing> Configuración en la navegación principal.

2 - Haga clic en Valores predeterminados de la plantilla en el menú de configuración.

3 - Vaya a la sección Valores predeterminados de mezcla y seleccione un usuario en la lista desplegable "Usuario predeterminado".

4 - Haga clic en Guardar para aplicar la actualización.

5 - Para cambiar los valores predeterminados de fusión global, vaya a Marketing> Configuración.

Los valores predeterminados se insertan en las comunicaciones cuando la información relacionada falta en un registro de contacto. Puede configurar los valores predeterminados de combinación global que se aplican a todos los correos electrónicos y otras plantillas. Sin embargo, anula la configuración global de las plantillas de correo electrónico individuales. En el ejemplo anterior, puede configurar un valor predeterminado de amigo o asociado que tomará el lugar del primer nombre del contacto cuando no se pueda encontrar el primer nombre.

6 - Haga clic en Valores predeterminados de la plantilla en el menú de configuración.

7 - Vaya a la sección Fusionar valores predeterminados y haga clic en el enlace Contacto, Tarjeta de crédito, Factura o Llamada.

8 - Haga clic en Mostrar campos para mostrar todos los valores predeterminados de fusión disponibles.

Introduzca un valor predeterminado para cada campo apropiado.
Nota: No es necesario introducir un valor en cada cuadro. Si un cuadro se deja vacío, el valor predeterminado será mostrar nada.

9 - Guardar los cambios y cerrar la ventana.

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