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操作條件 | LEFO Hub https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 02:52:13 +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 操作條件 | LEFO Hub https://lefohub.com 32 32 通過自定欄位向聯絡人發送生日優惠 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e8%87%aa%e5%ae%9a%e6%ac%84%e4%bd%8d/%e9%80%9a%e9%81%8e%e8%87%aa%e5%ae%9a%e6%ac%84%e4%bd%8d%e5%90%91%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e7%94%9f%e6%97%a5%e5%84%aa%e6%83%a0/ Fri, 25 Dec 2020 02:00:59 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4238 每當有聯絡人的生日日期即將來到時,自動營銷流程便會自動向他們發送生日優惠電郵。 自動營銷流程 1. 選擇日期觸發(Date based)並通過用來儲存生日日期的自定欄位作為啟動觸發器。2. 向流程中的聯絡人發送生日優惠電郵(Send email)。3. 等待(Wait)1星期後。4. 利用如果/否則(If/Else)去判斷聯絡人是否有在生日優惠電郵中點擊生日優惠連結。5. 替在流程中有點擊生日優惠連結的聯絡人附加標籤(Add tag)。

The post 通過自定欄位向聯絡人發送生日優惠 first appeared on LEFO Hub.]]>
利用評分功能來執行積分計劃 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e8%a9%95%e5%88%86%e5%8a%9f%e8%83%bd-%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e5%88%a9%e7%94%a8%e8%a9%95%e5%88%86%e5%8a%9f%e8%83%bd%e4%be%86%e5%9f%b7%e8%a1%8c%e7%a9%8d%e5%88%86%e8%a8%88%e5%8a%83/ Fri, 25 Dec 2020 02:00:58 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4283 每當有聯絡人與您進行互動時,自動營銷流程便會自動替他們計算積分。 注意:在使用此自動營銷流程之前,您必要先完成評分功能的相關設定。 自動營銷流程 1. 選擇點擊連結(Clicks a link in email)、回覆電郵(Replies to an email)和完成購買(Makes a purchase)作為啟動觸發器。2. 替流程中的聯絡人調整評分(Adjust score)。3. 利用如果/否則(If/Else)去判斷聯絡人在積分計劃中的評分是否已經達標。4. 向流程中積分已經達標的聯絡人發送含有優惠卷的營銷電郵(Send email)。5. 向流程中積分已經達標的聯絡人把他們在積分計劃中的評分重設為零(Adjust score)。

The post 利用評分功能來執行積分計劃 first appeared on LEFO Hub.]]>
替訂閱列表的聯絡人追蹤互動行為 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e8%a8%82%e9%96%b1%e5%88%97%e8%a1%a8/%e6%9b%bf%e8%a8%82%e9%96%b1%e5%88%97%e8%a1%a8%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e8%bf%bd%e8%b9%a4%e4%ba%92%e5%8b%95%e8%a1%8c%e7%82%ba/ Fri, 25 Dec 2020 02:00:54 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4184 每當向已訂閱通訊的聯絡人發送您Blog的更新內容時,自動營銷流程便會自動追蹤他們對該營銷電郵的互動行為。 自動營銷流程 1. 選擇RSS觸發(RSS based)作為啟動觸發器。2. 向流程中的聯絡人發送含有更新內容的營銷電郵(Send email)。3. 等待(Wait)2天後或是當聯絡人在營銷電郵中點擊連結。4. 利用如果/否則(If/Else)去判斷聯絡人是否有開啟電郵。

The post 替訂閱列表的聯絡人追蹤互動行為 first appeared on LEFO Hub.]]>
通過分組測試來發送營銷電郵 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e5%88%86%e7%b5%84%e6%b8%ac%e8%a9%a6/%e9%80%9a%e9%81%8e%e5%88%86%e7%b5%84%e6%b8%ac%e8%a9%a6%e4%be%86%e7%99%bc%e9%80%81%e7%87%9f%e9%8a%b7%e9%9b%bb%e9%83%b5/ Fri, 25 Dec 2020 02:00:46 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4301 每當有聯絡人向您訂閱通訊時,自動營銷流程便會自動通過分組測試去向他們分別發送兩個不同版本的營銷電郵。 注意:客戶管理系統(專業版)並不支援此功能。 自動營銷流程 1. 選擇訂閱列表(Subscribes)作為啟動觸發器。2. 替流程中的聯絡人進行分組測試(Split)。3. 向首300位啟動流程的聯絡人分別發送兩個不同版本的營銷電郵(Send email)。4. 向完成測試後才啟動流程的聯絡人發送在兩個不同版本中效果較佳的營銷電郵(Send email)。

The post 通過分組測試來發送營銷電郵 first appeared on LEFO Hub.]]>
向棄置購物車的聯絡人發送結帳提醒(網店整合) https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%a3%84%e7%bd%ae%e8%b3%bc%e7%89%a9%e8%bb%8a/%e5%90%91%e6%a3%84%e7%bd%ae%e8%b3%bc%e7%89%a9%e8%bb%8a%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e7%b5%90%e5%b8%b3%e6%8f%90%e9%86%92%e7%b6%b2%e5%ba%97%e6%95%b4%e5%90%88/ Fri, 25 Dec 2020 02:00:45 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4190 每當有聯絡人在您的網店中棄置購物車時,自動營銷流程便會自動向他們發送結帳提醒電郵。 注意:在使用此自動營銷流程之前,您必需先完成網店整合的功能設定。 自動營銷流程 1. 選擇棄置購物車(Abandons cart)作為啟動觸發器。2. 等待(Wait)1天後。3. 利用如果/否則(If/Else)去判斷聯絡人是否未有為棄置購物車完成付款。4. 向流程中未有為棄置購物車完成付款的聯絡人發送結帳提醒電郵(Send email)。

The post 向棄置購物車的聯絡人發送結帳提醒(網店整合) first appeared on LEFO Hub.]]>
通過自定欄位向聯絡人發送週年感謝 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e8%87%aa%e5%ae%9a%e6%ac%84%e4%bd%8d/%e9%80%9a%e9%81%8e%e8%87%aa%e5%ae%9a%e6%ac%84%e4%bd%8d%e5%90%91%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e9%80%b1%e5%b9%b4%e6%84%9f%e8%ac%9d/ Fri, 25 Dec 2020 02:00:43 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4235 每當有聯絡人的週年紀念日即將來到時,自動營銷流程便會自動向他們發送週年感謝電郵。 自動營銷流程 1. 選擇日期觸發(Date based)並通過用來儲存週年紀念日的自定欄位作為啟動觸發器。2. 等待(Wait)1天後。3. 利用如果/否則(If/Else)去判斷是否曾經向該聯絡人發送過第1年的週年感謝電郵。4. 向流程中未曾發送過第1年週年感謝電郵的聯絡人發送第1年的週年感謝電郵(Send email)。5. 利用如果/否則(If/Else)去判斷是否曾經向該聯絡人發送過第2年的週年感謝電郵。6. 向流程中未曾發送過第2年週年感謝電郵的聯絡人發送第2年的週年感謝電郵(Send email)。

The post 通過自定欄位向聯絡人發送週年感謝 first appeared on LEFO Hub.]]>
向瀏覽技術支援網頁的聯絡人發送跟進電郵 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e7%b6%b2%e7%ab%99%e8%bf%bd%e8%b9%a4/%e5%90%91%e7%80%8f%e8%a6%bd%e6%8a%80%e8%a1%93%e6%94%af%e6%8f%b4%e7%b6%b2%e9%a0%81%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 02:00:42 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4172 每當有聯絡人在您的網站上瀏覽技術支援網頁時,自動營銷流程便會自動向他們發送跟進電郵。 自動營銷流程 1. 選擇瀏覽技術支援網頁(Web page is visited)作為啟動觸發器。2. 利用如果/否則(If/Else)去判斷聯絡人是否為現有客戶。3. 向流程中的聯絡人分別發送用來針對現有客戶與非現有客戶的跟進電郵(Send email)。

The post 向瀏覽技術支援網頁的聯絡人發送跟進電郵 first appeared on LEFO Hub.]]>
利用評分功能來執行會員計劃 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e8%a9%95%e5%88%86%e5%8a%9f%e8%83%bd-%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e5%88%a9%e7%94%a8%e8%a9%95%e5%88%86%e5%8a%9f%e8%83%bd%e4%be%86%e5%9f%b7%e8%a1%8c%e6%9c%83%e5%93%a1%e8%a8%88%e5%8a%83/ Fri, 25 Dec 2020 02:00:40 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4286 每當有聯絡人被調整評分時,自動營銷流程便會自動替分數達標的聯絡人更新他們的會員等級。 注意:在使用此自動營銷流程之前,您必要先完成評分功能的相關設定。 自動營銷流程 1. 選擇調整評分(Score changes)作為啟動觸發器。2. 利用如果/否則(If/Else)去判斷聯絡人在會員計劃中的評分是否為”0-100″。3. 替流程中評分為”0-100″的聯絡人更新會員等級的欄位內容“Bronze”(Update contact)。4. 利用如果/否則(If/Else)去判斷聯絡人在會員計劃中的評分是否為”101-200″。5. 替流程中評分為”101-200″的聯絡人更新會員等級的欄位內容“Silver”(Update contact)。6. 利用如果/否則(If/Else)去判斷聯絡人在會員計劃中的評分是否大於”201″。7. 替流程中評分大於”201″的聯絡人更新會員等級的欄位內容“Gold”(Update contact)。

The post 利用評分功能來執行會員計劃 first appeared on LEFO Hub.]]>
向棄置購物車的聯絡人發送折扣優惠 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%a3%84%e7%bd%ae%e8%b3%bc%e7%89%a9%e8%bb%8a/%e5%90%91%e6%a3%84%e7%bd%ae%e8%b3%bc%e7%89%a9%e8%bb%8a%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e6%8a%98%e6%89%a3%e5%84%aa%e6%83%a0/ Fri, 25 Dec 2020 02:00:40 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4199 每當有聯絡人在您的網店中棄置購物車時,自動營銷流程便會自動向他們發送含有折扣優惠的結帳提醒電郵。 注意:在使用此自動營銷流程之前,您必需先完成網店整合的功能設定。 自動營銷流程 1. 選擇棄置購物車(Abandons cart)作為啟動觸發器。2. 利用如果/否則(If/Else)去判斷聯絡人是否首次啟動此自動營銷流程。3. 向流程中首次啟動此自動營銷流程的聯絡人發送含有折扣優惠的結帳提醒電郵(Send email)。4. 向流程中非首次啟動此自動營銷流程的聯絡人發送沒有折扣優惠的結帳提醒電郵(Send email)。

The post 向棄置購物車的聯絡人發送折扣優惠 first appeared on LEFO Hub.]]>
替提交表格的聯絡人增加交易機會 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.]]>