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Organizar plantillas con categorías de plantillas

Introducción

A medida que construye sus procesos de seguimiento automatizados en Infusionsoft, el número de plantillas que creará va a crecer. Utilice categorías de plantilla para organizar plantillas y filtrar la lista de plantillas.

Instrucciones paso a paso

1 - Ir a Marketing> Configuración en el menú de navegación principal

2 - Haga clic en Valores predeterminados de la plantilla en el menú de configuración.


3 - Infusionsoft tiene un conjunto de categorías predeterminadas de plantillas. Puede utilizar estas categorías o crear nuevas categorías.

- Elimine las categorías que no utilizará resaltando el texto y presione borrar en su teclado. También elimine el espacio en blanco de la lista.

- Agregue categorías específicas de la empresa a la lista. Escriba uno por línea.

4 - Haga clic en Guardar para aplicar los cambios.

5 - Para asignar una plantilla a una categoría, vaya a Marketing> Plantillas

6 - Haga clic en un nombre de plantilla para abrirlo.

7 - Haga clic en la pestaña Categoría y Secuencia de Seguimiento.

8 - Seleccione una o más categorías.

Mantenga presionada la tecla CTRL en su teclado para seleccionar más de una.

9 - Haga clic en Guardar para actualizar la plantilla.

10 - Para filtrar la lista de bibliotecas de plantillas por categoría...


1. Ir a Marketing> Plantillas
2. Seleccione una categoría en el menú desplegable de categorías.

La lista de plantillas se actualizará dinámicamente para mostrar las plantillas que están asignadas a la categoría que seleccionó.

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