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Terminología de Campaign Builder

Introducción

El creador de campañas es una interfaz visual, de arrastrar y soltar que le permite crear un proceso de marketing y ventas desde el principio hasta el final; Incluyendo correos electrónicos, páginas de destino y más. Su empresa sólo puede necesitar una sola campaña para automatizar toda su estrategia de automatización de marketing y ventas o puede ejecutar muchas campañas simultáneamente para admitir necesidades de automatización más complejas.

Este artículo simplemente define una terminología común utilizada en esta guía.

Instrucciones paso a paso

1 - Lona de campaña

El lienzo de la campaña es simplemente su área de trabajo; Parece papel gráfico. Arrastrará objetos de la barra lateral de la campaña al lienzo para crear actividades de ventas y marketing. Si se está quedando sin espacio, simplemente haga clic derecho y arrastre el mouse. Tienes un lienzo infinito para trabajar.

2 - Metas / Objetivos
Un Goal representa un objetivo de negocio que está intentando lograr en su estrategia de marketing, como enviar un formulario web.

3 - Cómo nombrar una meta
Una vez que arrastras un objetivo al lienzo, debes nombrarlo. El nombre es para su uso interno solamente - su audiencia no verá el nombre.

4 - Secuencias de la campaña
Una secuencia de campaña es una serie programada de comunicaciones y / o procesos que se ponen en marcha cuando se logra una meta de campaña. Las secuencias entregan mensajes a un contacto, actualizan el registro de contacto (por ejemplo, etiquetas) y asignan tareas o envían notificaciones de proceso interno a los usuarios de Infusionsoft.

Ejemplo:
 - Una serie de correos electrónicos
 - Un proceso automatizado de ventas
 - Una estrategia interna de automatización empresarial
 - Una combinación de los tres

Temporizadores de secuencia: Los temporizadores de secuencia permiten definir cuándo una serie de comunicaciones o procesos se producen dentro de una secuencia.

Ejemplo de temporizadores:
 - Temporizadores Delay
 - Temporizadores de fecha
 - Temporizadores de campo

Comunicaciones de Secuencia: Las comunicaciones secuenciales son los componentes individuales en una secuencia que le permiten comunicarse con su audiencia. Normalmente son mensajes de correo electrónico, pero también pueden incluir faxes, transmisiones de voz, correo directo o una combinación de los cuatro.

Procesos de Secuencia: Los procesos de secuencia son los componentes individuales en una secuencia que crean la automatización de negocios. La adición de una etiqueta, la creación de una tarea y la asignación del contacto a un propietario son algunos ejemplos de los procesos disponibles que puede implementar en una secuencia de campaña.

5 - Borrador / Listo
Cuando algo está en modo Borrador, se considera inactivo o incompleto. Por ejemplo, no se enviará un correo electrónico en modo borrador. Una vez que el elemento esté listo, basta con cambiarlo a Listo y publicar los cambios.

6 - Secuencia de confirmación de correo electrónico
Un tipo especial de secuencia de correo electrónico automatizada que envía una solicitud de confirmación de correo electrónico a los contactos que han optado por participar en una campaña.

7 - Notas
Las notas le permiten documentar elementos en el lienzo. Puede documentar el propósito de la campaña, el público objetivo, la llamada a la acción o el objetivo hacia el que se dirige la campaña. La documentación de su campaña es muy útil cuando está cambiando a otra persona en el rol de administrar sus campañas de marketing.

8 - Nodos de decisión
Un nodo de decisión es un dispositivo que define qué camino tomará un contacto cuando se encuentren múltiples vías. Un nodo de decisión aparecerá automáticamente cuando un objetivo está conectado a dos o más secuencias.

9 - Publicación
Cuando haya terminado de crear una campaña o de actualizar una campaña existente, tendrá que publicar los cambios. Publicar es el acto de "ponerse en marcha" con la campaña.

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