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Iniciar o detener manualmente una secuencia de campaña

Introducción

En la mayoría de los casos, la secuencia de campañas se inicia y se detiene automáticamente cuando los contactos completan los objetivos de la campaña y se mueven a través del proceso estratégico que diseñó. Si se encuentra manualmente iniciando secuencias regularmente, puede que tenga que agregar un tipo de objetivo que automatiza la transición de la campaña. Puede ser mejor crear una meta que utilice una nota, una etiqueta o un movimiento de etapa de oportunidad (que son controlados por usted).

Los contactos pueden pedirle que detenga una secuencia de manera que el sistema no pueda automatizar (por ejemplo, una llamada telefónica, una respuesta por correo electrónico o en persona). Si esto sucede, debe detener manualmente la secuencia de ese contacto.

ProTips!
Si espera iniciar o detener secuencias manualmente, asegúrese de que se aplica una etiqueta al inicio de cada secuencia de campaña y se elimina al inicio de la siguiente secuencia en la ruta de la campaña. De este modo, podrá buscar contactos basados ​​en sus secuencias activas.

Deteniendo una Secuencia
- Cuando detiene una secuencia, el contacto se elimina de ella.
- El contacto no seguirá adelante en ese camino particular de la campaña.
- El contacto seguirá recibiendo otros mensajes de secuencia, si están en más de una secuencia.
- Para eliminar un contacto de todos los procesos de la campaña, debe detener cada secuencia individual.
- Si, en el futuro, un contacto interactúa con usted de una manera que satisfaga un objetivo de campaña (por ejemplo, rellena un formulario web), comenzará las secuencias relacionadas de nuevo.

Inicio de una secuencia
- Cuando inicia una secuencia, el contacto comienza al principio de la secuencia, incluso si ha recibido previamente algunas o todas las secuencias de comunicaciones.
- Si el contacto ya está en la secuencia, iniciarlo manualmente no restablece las secuencias. El contacto no volverá al principio, seguirán recibiendo comunicaciones secuencialmente.
- Si desea que un contacto reinicie la secuencia, primero debe detener la secuencia e iniciarla de nuevo.

Manejo manual de un paso de secuencia
También puede reenviar o cancelar un paso de secuencia de campaña individual.

Instrucciones paso a paso

1 - Buscar el contacto en la Búsqueda rápida


2 - Haga clic en el botón Acciones y seleccione Iniciar / Detener una secuencia de campaña


3 - Seleccione el tipo de acción (Inicio o Detener), seleccione una Campaña, luego la secuencia


4 - Haga clic en el botón Proceso Acción

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