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Personalizar el seguimiento de los socios de referencia

Introducción

De forma predeterminada, Infusionsoft asigna la comisión al último socio referente. Esto significa que el último enlace de seguimiento hecho clic determina qué socio obtiene la comisión si una referencia ha hecho clic en los vínculos de seguimiento de varios socios antes de comprar. Puede personalizar la configuración de seguimiento para anular los valores predeterminados.

Instrucciones paso a paso

1 - Vaya a CRM> Configuración en el menú principal de navegación.

2 - Haga clic en Valores predeterminados del interlocutor en el menú de configuración.

3 - Vaya a la sección Seguimiento.

 - Cómo elegir un socio de referencia: La configuración predeterminada es la última referencia como se describe anteriormente. Seleccione Primera referencia si desea pagar basándose en el primer enlace de seguimiento de referencias hecho clic en lugar del último.

 - Método de seguimiento del Partner de Referencia: De forma predeterminada, el sistema Infusionsoft identifica al interlocutor basándose en un seguimiento de la computadora. Esto funciona muy bien si todas las referencias se le envían a través de los métodos de marketing en línea (por ejemplo, correos electrónicos, banners, blogs, etc). Sin embargo, una cookie de seguimiento no rastrea las referencias que puede recibir personalmente - las que le llaman, le envían un correo electrónico directamente, etc ... Si su empresa recibe este tipo de referencias, tendrá que ser capaz de crear manualmente registros. Seleccione Historial de referencias y Cookies para habilitar esta funcionalidad.

 - Usar dirección IP: cuando una referencia hace clic en un vínculo de seguimiento de referencias, se instala una cookie de seguimiento en su computadora. La cookie de seguimiento se elimina si la referencia borra las cookies en su computadora. Establezca esta opción en Sí si desea que el sistema compruebe la dirección IP de la referencia para identificar al socio de referencia, incluso si no hay cookie en la computadora de la remisión. Esto es sólo un mecanismo de copia de seguridad y es opcional.

4 - Haga clic en el botón Guardar para aplicar las actualizaciones.

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