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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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