Nutrición dinámica de los leads
Introducción
Este artículo proporciona instrucciones para el lanzamiento de la campaña Dynamic Lead Nurture que puede instalar de forma gratuita desde Infusionsoft Marketplace.
Instrucciones paso a paso
1 - Instalar la campaña Dynamic Lead Nurture desde el Marketplace
Haga clic aquí para instalar la campaña Dynamic Lead Nurture desde su listado de Marketplace
2 - Agregar recursos educativos a los correos electrónicos
El diseño y el diseño del correo electrónico están predefinidos durante la instalación. Todo lo que tienes que hacer es poner los recursos educativos específicos en los dos correos electrónicos y escribir descripciones breves.
- Haga doble clic en la secuencia Dynamic Lead Nurture
- Haga doble clic en el correo electrónico Dynamic Lead Nurture # 1
- Edite el contenido del correo electrónico para que se vincule a dos recursos educativos diferentes y proporcione un contexto en por qué un líder podría necesitar este recurso
- En la parte superior derecha de la página, haga clic en Borrador para marcar el correo como Listo;
- En la parte superior izquierda de la página haga clic en Back to Sequence
- Repita los pasos 2 a 4 para el correo electrónico Dynamic Lead Nurture # 2
- En la parte superior derecha de la página, haga clic en Borrador para marcar la secuencia como Listo; En la parte superior izquierda de la página haga clic en Volver a Campaña
2 - Vuelta doble Haga clic en las metas
Fuera de la caja, esta campaña automáticamente rastrea los enlaces de recursos en los correos electrónicos de crianza. Sin embargo, ahora que ha editado los correos electrónicos, desea comprobar que todos los vínculos todavía se están siguiendo.
- Haga doble clic en el vínculo Ver vínculo del recurso 1
- Bajando la lista de correos electrónicos a la izquierda de la página, haga clic en cada enlace al primer recurso en ambos correos electrónicos; Usted sabrá que lo hizo bien cuando el enlace tiene un cheque verde que significa que el sistema estará buscando clics en ese enlace específico.
- En la parte superior izquierda de la página, haga clic en Volver a Campaña
- Repita los pasos 1 a 3 para la meta de clic de vínculo de Ver recurso 2; Asegúrese de que está rastreando los enlaces del segundo recurso esta vez.
3 - Asignar la tarea de seguimiento
El último paso de configuración es elegir quién recibe la tarea de seguimiento cuando alguien solicita una conversación.
- Haga doble clic en la secuencia Tarea a Seguir
- Haga doble clic en la tarea Tarea de seguimiento
- Seleccione un usuario del menú desplegable Asignar a (copia de seguridad)
- En la sección Notificar a estos usuarios, seleccione el mismo usuario para que pueda recibir una notificación por correo electrónico cada vez que alguien se burbujea
- En la parte superior derecha de la página, haga clic en Borrador para cambiar la tarea al estado Listo
- Haga clic en Back to Sequence en la parte superior izquierda de la página
- En la esquina superior derecha de la página, haga clic en Borrador para marcar la secuencia como lista
- Haga clic en Volver a Campaña en la parte superior izquierda de la página
4 - Publicar la Campaña
Todos los elementos de esta campaña deben ser de color verde oscuro (como el objetivo de inicio de Dynamic Lead Nurture), lo que significa que podemos publicar la campaña de manera segura para que pueda utilizarse.
- Haga clic en el botón Publicar en la parte superior derecha.
- Haga clic en el botón Publicar en la parte inferior de esta lista para publicar la campaña.
5 - Actualizar el proceso de ventas existente
Esta campaña se diseñó para mejorar su proceso de ventas existente. Una vez que un líder ha llegado a cierto punto en su seguimiento automatizado, la campaña que acaba de configurar puede ser activada automáticamente; Todo lo que tienes que hacer es aplicar la etiqueta de inicio de esta campaña. Por ejemplo, si usted está ofreciendo un imán de plomo libre que conduce hacia una venta, usted podría accionar esta consolidación dinámica del plomo después de que hayan recibido todos los email de las ventas pero no hecho una compra. También podría iniciar esta nutrición inmediatamente después de la captura de plomo nuevo si usted no tiene nada más automatizado pasando a una nueva ventaja.
- Vaya a la campaña que contiene su proceso de ventas existente O captura de plomo
- Haga doble clic en la secuencia en la que desea llevar a iniciar esta nutrición dinámica
- Utilizando el menú Proceso en la parte derecha de la página, arrastre un nuevo paso de etiqueta y asegúrese de que está conectado al flujo de automatización
- Actualice el paso Marca para aplicar la etiqueta Funcional -> Iniciar Dynamic Lead Nurture; clic en Guardar
- En la parte superior izquierda de la página, haga clic en Back to SequenceEn la parte superior derecha de la página, haga clic en el botón Publicar
- Haga clic en el botón Publicar en la parte inferior de esta lista para publicar las actualizaciones de esta campaña.
- Ahora, la próxima vez que un líder llegue a esta parte de su proceso de ventas, esta campaña de nutrición dinámica comenzará automáticamente.
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