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Tarea de secuencia de campaña

Introducción

El objeto de tarea asigna una responsabilidad de seguimiento manual a un usuario de Infusionsoft. Las tareas suelen estar relacionadas con eventos predecibles, como una llamada de bienvenida después de que un nuevo cliente compra o una encuesta telefónica de 30 días. Después de asignar una tarea, el usuario es responsable de actualizarla manualmente y agregar una fecha de finalización.

¡Recuerda!
Cada objeto de tarea debe configurarse individualmente. No pueden ser reutilizados en múltiples secuencias o en más de un punto en la misma secuencia. Los objetos de tarea no se archivan. Si elimina un objeto de tarea de una secuencia, sólo se puede restaurar si restaura una versión anterior de toda la campaña.

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 Crear tarea en el lienzo.

3 - Haga doble clic en él y seleccione un tipo de tarea en el menú desplegable.

4 - Introduzca el título y el cuerpo de la tarea.

El título se muestra en la lista de tareas del usuario. La información del cuerpo proporciona detalles adicionales cuando el usuario hace clic en el título para ver los detalles de la tarea. El cuerpo puede contener instrucciones, un guión o una lista de "hacer" los elementos relacionados con esta tarea.

5 - Asigne la tarea.

* Asignar al propietario del contacto: Marque la casilla si desea que el usuario que es el propietario asignado del registro de contacto complete esta tarea (por ejemplo, representante de ventas).
* Asignar a (copia de seguridad): Seleccione un usuario de copia de seguridad en el menú desplegable. Esta configuración asigna a un usuario específico para completar esta tarea o asignarla a este usuario si no se ha asignado un propietario a un contacto.

6 - Establezca una fecha de vencimiento, hora y prioridad.

La fecha de vencimiento es diferente de la fecha de asignación. La tarea se crea y asigna en función del temporizador de una secuencia. La fecha de vencimiento se utiliza para determinar si la tarea se ha completado a tiempo o se ha vencido.

7 - (Opcional) Configure notificaciones por correo electrónico.

Escriba un nombre de usuario en el cuadro de búsqueda y haga clic en un nombre para seleccionar un usuario. Repita el proceso para agregar más notificaciones de usuario. Estos usuarios recibirán un correo electrónico cada vez que se cree esta tarea a través de esta secuencia.

8 - Haga clic en Guardar para aplicar la configuración de la tarea.

9 - Ahora está listo para publicar sus cambios.

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