Importar contactos
Introducción
Puede parecer desalentador si tiene una gran cantidad de datos para transferir a Infusionsoft. Tomar el tiempo necesario para planificar la migración de datos es el paso más importante que puede tomar para garantizar una transición sin problemas. La planificación comienza con tomar algunas decisiones y completar algunas tareas:
Instrucciones paso a paso
1 - ¿Qué datos debo importar?
Tómese el tiempo para ser exhaustivo. Tener una comprensión en profundidad de exactamente qué datos tiene actualmente. Normalmente, sólo desea transferir datos procesables de un sistema anterior. Cualquier dato que no sea accionable ahora o en un futuro previsible, debe ser examinado. Si los datos no proporcionan valor a su organización, no lo importe. Cuantos más datos traiga, más compleja será la migración.
2 - Limpia tus datos de origen.
Asegúrese de dedicar tiempo a preparar sus datos para la migración. Seguir esta guía le ayudará a evitar errores comunes. Este es también un buen momento para una autoevaluación. Si tiene datos distribuidos en varias hojas de cálculo, es probable que necesite utilizar funciones como VLOOKUP de Microsoft Excel y / o Text To Columns para dar formato a sus datos con precisión en excel. Si estas funciones parecen abrumadoras, puede ser un buen momento para entregar esto a los expertos.
3 - ¿Cómo puedo construir la estructura en Infusionsoft (Etiquetas vs. Custom Fields)?
Ahora que ya sabe qué datos desea conservar, es hora de averiguar cómo importar estos datos de manera efectiva en Infusionsoft. La parte más desalentadora de una migración es la creación de un nuevo sistema para alojar sus datos actuales en el mejor formato posible. Los datos se pueden almacenar en Infusionsoft de muchas maneras diferentes. Saber qué opciones tienes frente a frente, junto con un poco de práctica de las mejores prácticas, te dará la oportunidad de tomar buenas decisiones sobre cómo almacenar tus datos de manera eficaz en Infusionsoft. Cuando decida qué método usar para segmentar datos, primero pregúntese cómo piensa buscar los datos y qué tipo de informes desea crear.
- Los Tags son etiquetas que puede aplicar a los registros de contacto en Infusionsoft. Las etiquetas son visibles cuando se mira el registro de contacto. Las etiquetas se utilizan como filtros en las consultas de búsqueda. Muchos tipos diferentes de informes le permiten filtrar por etiqueta. Las etiquetas son la forma más común de segmentar datos en Infusionsoft. Por ejemplo, puede buscar todos los que tienen la etiqueta x en su base de datos, pero no tienen las etiquetas yyz.
- Los campos personalizados permiten una gran flexibilidad. Puede crear muchos tipos diferentes de campos personalizados y combinar datos de campos personalizados en correos electrónicos para personalizarlos. Si desea almacenar datos en campos personalizados, eche un vistazo a todos los tipos de campo disponibles y decida qué tipo de campo debe utilizar una determinada pieza de datos. La mejor manera de determinar qué tipo de campo utilizar es pensar en cómo desea buscar esos datos cuando crea un informe. Por ejemplo, si está importando una fecha, no desea importar fechas en campos de texto o como etiquetas individuales; Desea importarlos en campos de fecha para que pueda realizar búsquedas basadas en intervalos de fechas. Puede agregar hasta 100 campos personalizados por tipo de registro (registro de contacto, registro de oportunidad, etc.). Está bien crear campos personalizados e importar algunos datos de ejemplo para ver si satisfacen sus necesidades. Siempre puede eliminar campos personalizados y recuperar importaciones. Tómese el tiempo para probar las cosas para encontrar la forma óptima de almacenar sus datos.
4 - Importe sus datos
Es posible que desee importar etiquetas, crear registros de empresa, etc ... Simplemente echa un vistazo a través de los artículos en la sección de datos de importación para obtener respuestas a sus preguntas.
5 - Comprobación de calidad de sus datos
Busca en tus datos y evalúa los resultados. Si ha cometido un error o simplemente no está satisfecho con los resultados, siempre puede revertir sus importaciones y reconstruir sus campos y etiquetas personalizados. Tomando el tiempo para hacer esto bien le dará el poder de forma eficaz y eficiente rebanada y dados de sus datos cuando llegue ese momento.
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