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Lista de Cumplimiento de Secuencias de Campañas

Introducción

Una lista de cumplimiento puede ser entregada en el panel de un usuario o enviada a su dirección de correo electrónico. Una lista de cumplimiento es una hoja de cálculo que contiene información de contacto y puede incluir un archivo adjunto. El envío a una dirección de correo electrónico es útil si utiliza una empresa de cumplimiento de terceros. También puede hacer cola de trabajos para enviar sólo cuando X cantidad está lista para ser satisfecha.

Instrucciones paso a paso

1 - Haga doble clic en la secuencia de campaña que desea editar o cree una nueva secuencia de campaña.

2 - Expanda el menú Proceso y arrastre y suelte un objeto Lista de cumplimiento en el lienzo.

3 - Haga doble clic en el icono Lista de cumplimiento para configurarlo.ç

4 - Entrega

Entrega: Hay dos maneras de entregar una lista de cumplimiento: un panel de usuario y una dirección de correo electrónico.

- Cuadro de mandos de un usuario: Cuando elija enviar el cumplimiento a un panel de usuario, verá un par de opciones de panel configurables. Esta opción de entrega enviará la lista de cumplimiento al tablero de mandos de un usuario. Esta opción de entrega suele estar diseñada para empresas que realizan su propio cumplimiento o quieren revisar la hoja de cálculo antes de enviarla al cumplimiento externo. El usuario verá el trabajo de cumplimiento en su panel de control, haga clic para abrirlo y, a continuación, marque el cumplimiento como completo cuando se hayan completado.

* Asignar a - Elige al usuario de Infusionsoft que se encargará de cumplir. El usuario recibirá un trabajo en su salpicadero cuando algo esté listo para ser cumplido.
* Instrucciones: agregue un texto explícito que aparecerá en la descripción del trabajo en el panel de control del usuario.(Opcional, pero recomendado) Enviar una notificación por correo electrónico - Esto enviará una notificación por correo electrónico al usuario cuando haya algo listo para ser cumplido. El usuario verá entonces su panel de Infusionsoft para procesar el trabajo de cumplimiento.

- Una dirección de correo electrónico: Cuando elige enviar el cumplimiento a una dirección de correo electrónico, el cumplimiento se adjunta automáticamente al correo electrónico (tipo de archivo .csv) y, a continuación, se envía al destinatario. Esta opción de envío enviará un correo electrónico con la lista de cumplimiento adjunta. Si utiliza una empresa de cumplimiento externo, esto le permitirá automatizar su proceso de cumplimiento.

* Desde: Elige de quién se enviará el correo electrónico desde.
* Para: Elija a quién se enviará el correo electrónico. Lo más probable es que elija la opción Otros si está enviando el correo electrónico directamente a una empresa de cumplimiento externo. También puede enviar el correo electrónico a usted oa otro usuario para revisar antes de reenviarlo a la casa de cumplimiento.
* Asunto: Esta es la línea de asunto del correo electrónico. Es la mejor práctica incluir el nombre o iniciales de su empresa y una breve descripción del trabajo (por ejemplo, Trabajo de correo de RDFP: Regalo de bienvenida del nuevo cliente).
* Cuerpo: Añada las instrucciones que la empresa de cumplimiento necesitará en el cuerpo del correo electrónico.

5 - Campos

En esta sección, elegirá qué campos de registro de contacto desea agregar a la lista de cumplimiento. La columna de la izquierda titulada Infusionsoft Fields, representa todos los campos disponibles de los que puede elegir. La columna de la derecha representa los campos que realmente estarán presentes en la hoja de cálculo que el destinatario recibe. Para añadir o eliminar campos, simplemente haga clic en + o - junto a un campo en el lado derecho.

6 - Archivos adjuntos

Los accesorios son opcionales. Seleccione o cargue cualquier documento adicional necesario para procesar el envío. Haga clic en el botón "+" para agregar varios documentos.

7 - Prueba y publica

Cuando haya terminado de configurar su lista de cumplimiento, haga clic en el botón Enviar prueba y seleccione un usuario en el menú desplegable.

8 - Cuando haya terminado, cambie el estado de Borrador a Publicar, haga clic en Volver a Secuencia

9 - Ahora puede publicar los cambios.

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