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Utilizar etiquetas para organizar sus contactos

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Introducción

Las etiquetas son etiquetas de marketing que se aplican a los registros de contacto. Las etiquetas son una de las herramientas de segmentación más potentes de Infusionsoft. Las etiquetas segmentan sus contactos en listas muy específicas para que pueda enviar mensajes de marketing más específicos a esos contactos.

Los usuarios de Infusionsoft pueden aplicar etiquetas a los registros de contacto manualmente. La mayoría de las veces, las etiquetas se aplicarán o eliminarán con la automatización de campañas. Puede mantener sus etiquetas organizadas y hacerlas más fáciles de gestionar asignándolas a las categorías de etiquetas.

Instrucciones paso a paso

1 – Puede crear etiquetas nuevas a través de CRM> Configuración> Etiquetas o puede crearlas «al vuelo» cuando esté en un registro de contacto o creando una secuencia de campaña automatizada. Los nombres de las etiquetas pueden corresponder a la información solicitada, los eventos asistidos, los programas de membresía, el estado de la relación y más. Deben ser descriptivos porque rastrean la perspectiva y la historia del contrato del cliente y sirven como criterios de búsqueda de gran alcance.

Ejemplo:

Al buscar contactos específicos, las etiquetas ofrecen opciones de segmentación potentes. Puede establecer criterios de búsqueda muy específicos CRM> Contactos para etiquetas con los siguientes parámetros:

– Con CUALQUIERA de éstas Etiquetas: Esta es una declaración «o». Utilizará esto si desea una lista de personas que tienen al menos una de las etiquetas que ha seleccionado como criterio de búsqueda.

– Con TODAS estas etiquetas: Esta es una declaración «y». Utilizará esto si desea una lista de personas que tienen TODAS las etiquetas que ha seleccionado como criterios de búsqueda.

– No tiene ninguno de estos Tags: Esta es una declaración «o». Utilizará esto si desea una lista de personas que no tienen ni siquiera una de las etiquetas que ha seleccionado como criterio de búsqueda.

– No tiene TODAS estas etiquetas. Esto es una declaración «y». Utilizará esto si desea una lista de personas que no tienen TODAS las etiquetas que ha seleccionado como criterios de búsqueda.

A veces es posible que necesite una combinación de lógica mostrada anteriormente. Para estas situaciones, notará que hay dos campos de búsqueda de etiquetas en Infusionsoft.

Utilizando la tabla de arriba, aquí es cómo uno puede encontrar los contactos adecuados para enviar una oferta especial para el Programa de Coaching B2B Online Marketing. Para encontrar la lista de personas interesadas, pero que no son clientes, puede utilizar las siguientes etiquetas:

Con cualquiera de estas etiquetas
– Prospect – 10 consejos para el éxito de Facebook eBook
– Prospect – Taller de Reputación de Negocios en Línea

Y

– No tiene ninguna de estas etiquetasCliente – B2B Programa de Coaching de Marketing en Línea

 

Use Tags to Organize Your Contacts – SBSA

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