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https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 03:39:39 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://lefohub.com/wp-content/uploads/2020/11/cropped-Icon-512x512-1-32x32.png https://lefohub.com 32 32 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc/%e5%90%91%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e8%b7%9f%e9%80%b2%e9%9b%bb%e9%83%b5/ Fri, 25 Dec 2020 02:00:59 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4115 每當有聯絡人通過提交表格來向您索取資料時，自動營銷流程便會自動向他們發送含有相關資料的跟進電郵。 自動營銷流程 1. 選擇提交表格(Submits a form)作為啟動觸發器。2. 向流程中的聯絡人發送含有相關資料的跟進電郵(Send email)。

The post 向提交表格的聯絡人發送跟進電郵 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc/%e6%9b%bf%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e5%a2%9e%e5%8a%a0%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83/ Fri, 25 Dec 2020 02:00:39 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4145 每當有聯絡人通過提交表格來向您進行查詢時，自動營銷流程便會自動替他們增加交易機會。 自動營銷流程 1. 選擇提交表格(Submits a form)作為啟動觸發器。2. 利用如果/否則(If/Else)去判斷聯絡人是否已有交易機會正在進行。3. 替流程中未有交易機會的聯絡人增加交易機會(Add deal)和增加工作任務(Add task)。4. 替流程中已有交易機會的聯絡人發送內部通知(Notify someone)。

The post 替提交表格的聯絡人增加交易機會 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc/%e6%9b%bf%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e5%85%a7%e9%83%a8%e9%80%9a%e7%9f%a5/ Fri, 25 Dec 2020 02:00:39 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4148 每當有聯絡人通過提交表格來向您進行查詢時，自動營銷流程便會自動替他們發送內部通知。 自動營銷流程 1. 選擇提交表格(Submits a form)作為啟動觸發器。2. 向流程中的聯絡人發送跟進電郵(Send email)。3. 替流程中的聯絡人發送內部通知(Notify someone)。

The post 替提交表格的聯絡人發送內部通知 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc/%e6%9b%bf%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e9%99%84%e5%8a%a0%e6%a8%99%e7%b1%a4/ Fri, 25 Dec 2020 02:00:32 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4139 每當有聯絡人向您提交含有個人喜好欄位的表格時，自動營銷流程便會自動替他們附加個人喜好標籤。 自動營銷流程 1. 選擇提交表格(Submits a form)作為啟動觸發器。2. 利用如果/否則(If/Else)去判斷聯絡人是否有選取在表格中的選項1。3. 替流程中選取了選項1的聯絡人附加標籤“Option 1”(Add tag)。4. 利用如果/否則(If/Else)去判斷聯絡人是否有選取在表格中的選項2。5. 替流程中選取了選項2的聯絡人附加標籤“Option 2”(Add tag)。

The post 替提交表格的聯絡人附加標籤 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc/%e5%90%91%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e6%8f%90%e9%86%92%e9%9b%bb%e9%83%b5/ Fri, 25 Dec 2020 02:00:26 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4133 每當有聯絡人通過提交表格來註冊活動時，自動營銷流程便會自動在活動進行前向他們發送提醒電郵。 自動營銷流程 1. 選擇提交表格(Submits a form)作為啟動觸發器。2. 向流程中的聯絡人發送歡迎電郵(Send email)。3. 將達成目標(Goal)的條件設定為活動進行前3個月。4. 向流程中的聯絡人發送提醒電郵(Send email)。

The post 向提交表格的聯絡人發送提醒電郵 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc/%e5%90%91%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e5%ba%8f%e5%88%97%e9%9b%bb%e9%83%b5/ Fri, 25 Dec 2020 02:00:00 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4130 每當有聯絡人通過提交表格來向您訂閱教學內容時，自動營銷流程便會自動向他們發送序列教學電郵。 自動營銷流程 1. 選擇提交表格(Submits a form)作為啟動觸發器。2. 向流程中的聯絡人發送歡迎電郵(Send email)。3. 等待(Wait)聯絡人在歡迎電郵中點擊連結。4. 向流程中的聯絡人發送序列教學電郵1(Send email)。5. 等待(Wait)聯絡人在序列教學電郵1中點擊連結。6. 向流程中的聯絡人發送序列教學電郵2(Send email)。

The post 向提交表格的聯絡人發送序列電郵 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7/%e5%95%9f%e5%8b%95%e8%a7%b8%e7%99%bc%e5%99%a8/ Sat, 17 Oct 2020 02:00:51 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1811 CRM提供了多個啟動觸發器用來觸發啟動營銷流程，認識每個啟動觸發器的用法，將有助您能更全面地了解營銷流程的運作原理。

The post 啟動觸發器 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%81%af%e7%b5%a1%e4%ba%ba/%e6%a8%99%e7%b1%a4/ Sat, 17 Oct 2020 02:00:25 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1602 標籤是一種對聯絡人進行細分的方法，讓我們能做到更深層次的細分，發送更針對性的內容。

The post 標籤 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7/%e6%93%8d%e4%bd%9c%e6%ad%a5%e9%a9%9f/ Sat, 17 Oct 2020 02:00:23 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1804 營銷流程就是一系列幫助業務運作的操作步驟，您可以將它想像成一條運輸帶，每經過一個站點就執行一個操作，直至到達營銷流程的末端為止。

The post 操作步驟 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e9%80%9a%e8%a8%8a%e6%b8%a0%e9%81%93/%e7%b6%b2%e7%ab%99%e9%80%9a%e8%a8%8a/ Sat, 17 Oct 2020 02:00:15 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1984 網站通訊可以用來發送即時性的訊息給正在瀏覽您網站的聯絡人，您可以利用它來發送新產品推介或即時折扣優惠，這將會引起可能正在您網站上考慮作出購買的聯絡人注意。

The post 網站通訊 first appeared on LEFO Hub.]]>