Gestión Semanal Check In


En este artículo se proporcionan instrucciones para iniciar la campaña de registro de gestión semanal que puede descargar de forma gratuita desde Infusionsoft Marketplace.

Esta campaña envía un correo electrónico de recordatorio semanal pidiendo las contribuciones principales de un empleado en la semana pasada que envían a través de un formulario web simple.

Instrucciones paso a paso

1 - Descargue la campaña de admisión de gestión semanal desde el Marketplace
 - Haga clic aquí para descargar la campaña de check-in semanal

2 - Asignar las Listas de Cumplimiento
El único paso de configuración es elegir qué usuarios recibirán los dos informes semanales sobre quién hizo y no se registró.

 - Haga doble clic en la secuencia de correos electrónicos semanales de facturación.
 - Haga doble clic en el paso de cumplimiento de empleados que no se registró.
 - En la sección Opciones de correo electrónico en la parte inferior de la página, seleccione un usuario para recibir el informe mediante el menú desplegable Para; Este debe ser el líder de la gente que necesita para obtener estos informes semanales.
 - En la parte superior derecha de la página, haga clic en Borrador para cambiar la lista de cumplimiento al estado Listo.
 - Haga clic en Volver a Secuencia en la parte superior izquierda de la página.
 - En la parte superior derecha de la página, haga clic en Borrador para marcar la secuencia como lista.
 - Haga clic en Volver a Campaña en la parte superior izquierda de la página.
 - Haga doble clic en la secuencia Enviar informe semanal y restablecer.
 - Haga doble clic en el paso Cumplimiento del informe de ingreso de empleados.
 - Repita los pasos 3 a 7

3 - Publicar la CAMPAÑA
 - Todos los elementos de esta campaña ahora deben verse de color verde claro / en gris (al igual que el ADMIN - Agregar al objetivo de Check-in semanal). Esto significa que podemos publicar la campaña de manera segura para que pueda ser utilizada.

 - Haga clic en el botón Publicar en la parte superior derecha
 - Haga clic en el botón Publicar en la parte inferior de la lista de verificación que se muestra para publicar la campaña.
4 - Añada a sus empleados al chequeo semanal
¡Es fácil agregar empleados a esta campaña! Simplemente envíe el formulario interno "ADMIN - Add to Weekly Check-In" de acuerdo con los métodos # 2 y # 3 de este tutorial.


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