Informes de Eficacia de la Campaña


Hay 2 informes que le darán visibilidad del progreso de sus contactos a través de los procesos creados en el generador de campañas, el informe de contactos de campaña y el informe Finalización de objetivos de la campaña. Estos informes le ayudarán a encontrar listas de contactos que están participando en varias fases de una campaña y ver qué tan bien están cumpliendo los objetivos de la campaña. Estos informes están disponibles en Marketing> Informes.

Instrucciones paso a paso

1 - Informe de contactos de la campaña
El informe de contactos de la campaña está disponible a través de la lista de constructores de campaña, así como a través de informes de marketing. El número de contactos activos se muestra de forma predeterminada, haga clic para modificar los criterios de informe. Se cuenta un "contacto activo" para cada estado de secuencia activo, inactivo y hecho. Un contacto individual puede ser listado más de una vez, basado en su historia de secuencia.

Puede ajustar los criterios de informe para filtrar la lista de contactos por campañas, secuencias de campaña y estados de secuencia (activos, inactivos y realizados)

Haga clic en un nombre de contacto individual para ver un historial de secuencias de campaña reciente y los próximos elementos de la campaña. Esta información se almacena en la pestaña Campañas de un registro de contacto. El historial de secuencias muestra hasta 30 días de actividad reciente y hasta 25 elementos. La historia incluye etiquetas aplicadas, correos electrónicos enviados, oportunidades creadas y tareas creadas. El historial muestra la fecha y hora (EST) que finaliza el paso de secuencia y el estado (Hecho o Error)

Esta información puede ayudar a sus representantes de ventas y otros usuarios de CRM a entender la automatización que se lleva a cabo detrás de las escenas, ya que se ponen en contacto manualmente y trabajar con sus clientes potenciales y clientes.

2 - Informe de finalización de la campaña
El informe de finalización de objetivos le ayuda a evaluar la forma en que los contactos responden a sus llamadas a la acción completando las distintas metas de la campaña. Puede filtrar este informe de marketing por campaña (s), meta (s) y fecha límite de finalización de objetivos.


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