Limpieza de Lista
Introducción
Lista Higiene es la práctica de la limpieza de listas de correo electrónico para garantizar que todas las direcciones son actuales, activos y entregables. Para mantener limpia tu lista, deberás identificar todos los contactos comprometidos y etiquetarlos. Los contactos comprometidos son aquellos que:
- Han optado recientemente por un formulario web de Infusionsoft alojado
- Recientemente hemos abierto un correo electrónico
- Recientemente ha hecho clic en un enlace dentro de un correo electrónico
- Recientemente he comprado un producto o servicio
- Se encuentran actualmente en una suscripción recurrente
Una vez que haya identificado y etiquetado todos los contactos que cumplan por lo menos uno de los criterios anteriores, desactivará todos los contactos no contratados. Tenga en cuenta: la regla general es buscar contactos comprometidos dentro de los últimos 120 días (cuatro meses).
Instrucciones paso a paso
1- Etiqueta las acciones de abrir, clics y la actividad de formulario web
Etiquetar la actividad dentro de un formulario web es el proceso de identificar.
- Coloca el cursor sobre el logotipo de Infusionsoft en la parte superior izquierda.
- En la columna Marketing, haga clic en Informes.
- Haga clic en Búsqueda de estado de correo electrónico.
- En la página Criterios de búsqueda, en Estado del correo electrónico, resalte todos los estados comercializables: No confirmado, Confirmado (legado) y Confirmado.
- En la misma página, en el último intervalo de compromiso, seleccione las fechas haciendo clic en el icono del calendario (Mejor práctica: 120 días).
- Haga clic en Buscar (Esto le muestra una lista de todos los contactos que mostraron compromiso en los últimos 120 días.
- Haga clic en Acciones en la esquina superior izquierda de la lista y seleccione Aplicar / Eliminar etiqueta.
- Haga clic en Crear una nueva etiqueta, por ejemplo: Contratado - Abre.
- Haga clic en Crear esta etiqueta y guardar.
- Haga clic en Procesar Acción
2 - Etiquetar suscripciones recurrentes
Etiquetar suscripciones periódicas es el proceso de identificar y etiquetar contactos que están en una suscripción recurrente activa.
- Coloca el cursor sobre el logotipo de Infusionsoft en la parte superior izquierda.
- En la columna E-Commerce, haga clic en Orden.
- En el submenú, coloque el cursor sobre Pedidos y haga clic en Ver suscripciones.
- Haga clic en Start Over para ir a la página de criterios de búsqueda.
- En el menú desplegable Sttatus, seleccione Active.
- Haga clic en Buscar (Esto le muestra una lista de todos los contactos que están en una suscripción recurrente activa).
- Haga clic en Acciones en la esquina superior izquierda de la lista y seleccione Aplicar / Eliminar etiqueta.
- Haga clic en Crear una nueva etiqueta (por ejemplo: Engaged - Suscripciones)
- Haga clic en Crear esta etiqueta y guardar.
- Haga clic en Proceso Acción.
3 - Compras de etiquetas
Etiquetar compras es el proceso de identificar y etiquetar todos los contactos que han comprado recientemente un producto o servicio en los últimos 90 días. No recomendamos aumentar este período de tiempo.
- Coloca el cursor sobre el logotipo de Infusionsoft en la parte superior izquierda.
- En la columna E-commerce, haga clic en Pedidos.
- En la página Criterios de búsqueda, haga clic en la columna Criterios varios.
- Desplácese hasta el menú desplegable Intervalo de fechas de compra y seleccione Últimos 90 días.
- Haga clic en Buscar (Esto le muestra una lista de todos los contactos que han comprado en los últimos 90 días).
- Haga clic en Acciones en la esquina superior izquierda de la lista y seleccione Aplicar / Eliminar etiqueta.
- Haga clic en Crear una nueva etiqueta, por ejemplo: Contratado - Compras.
- Haga clic en Crear esta etiqueta y guardar.
- Haga clic en Procesar
4 - Opt-out
Ahora que ha identificado y etiquetado todos los contactos que se han contratado recientemente, es el momento de rechazar todos los contactos no comprometidos.
- Coloca el cursor sobre el logotipo de Infusionsoft en la parte superior izquierda.
- En la columna CRM, haga clic en Contactos.
- Haga clic en Inicio de nuevo para ir a la página Criterios de búsqueda.
- En el menú desplegable ID de etiquetas, seleccione No tiene ninguno de estos.
- Resalte todas las etiquetas activadas que se crearon y haga clic en Buscar (Esto le muestra todos los contactos de la base de datos que no tienen al menos una de estas etiquetas).
- Haga clic en Acción en la parte superior izquierda de la lista y seleccione Actualizar estado Opt in / out para optar por masas en esta lista completa de contactos no comprometidos.
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