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操作步驟 | LEFO Hub https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 03:46:51 +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 操作步驟 | LEFO Hub https://lefohub.com 32 32 通用數據保護規定 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e7%87%9f%e9%8a%b7%e6%95%88%e7%8e%87/%e9%80%9a%e7%94%a8%e6%95%b8%e6%93%9a%e4%bf%9d%e8%ad%b7%e8%a6%8f%e5%ae%9a/ Sat, 17 Oct 2020 02:00:59 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=2071 歐盟的通用數據保護條例(GDPR)要求營銷電郵的寄件人需要先得到收件人的同意,同時營銷電郵中需要提供有取消訂閱的選項給收件人隨時決定要取消訂閱時使用。

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網上聊天 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%e4%b8%8a%e8%81%8a%e5%a4%a9/ Sat, 17 Oct 2020 02:00:55 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=14310 網上聊天讓正在瀏覽您網站的人可以與您展開即時對話,您更可以通過它來收集聯絡人的個人資料。 注意:網上聊天是客戶管理系統中的一個添加功能,您需要額外購買使用許多權後才能夠正常使用。 網上聊天 在網上聊天(Conversations)頁面中,您可以看到聯絡人的個人資料,並與他們進行即時對話或是向他們發送個人電郵。您還可以使用已預先儲存好的聊天內容去回覆他們,以提高您的工作效率。 設定網上聊天 在網上聊天(Conversations)的一般設定(General)中開啟網上聊天通知(Enable Conversations),再開啟可供選用的通知模式包括有訊息通知(Desktop notifications)、聲音通知(Audio notifications)和電郵通知(Email notifications)等,然後每當有聯絡人在網上聊天中發送訊息給您時,您便會收到相關通知。 在網上聊天(Conversations)的聊天頻道(Channels)中開啟網上聊天功能(Enable Web Chat),再設定它的工作時間。在工作時間中的選項包括有經常開啟(Always visible)、當有內部團隊人員在線時才開啟(Only when an agent is online)或是在指定工作時間內開啟(Set your business hours)。 然後您可以選擇是否要開啟電郵功能(Enable Email),它使您可以直接在網上聊天中向聯絡人發送電郵,與已離線的聯絡人繼續保持連繫。 在網上聊天(Conversations)的歡迎訊息(Welcome Message)中可以設定網上聊天的歡迎開場白。 最後,輸入需要加入網上聊天功能的網址,再把由系統自動產生出來的程式碼複製到您網頁的頁腳上。 在網上聊天(Conversations)的自動聊天(Chatbot Automation)中,您可以選擇使用點擊網上聊天功能(Visitor clicks the chat widget)或發送首個訊息內容(Visitor sends first message)作為自動聊天流程的啟動觸發器,再按需要在自動聊天流程中增加下列操作步驟: 1. 文字方塊(Text Block) – 要向聯絡人發送文字訊息時使用。2. 問題方塊(Question Block) – 讓您可以把聯絡人所回覆的答案儲存到他們的自定欄位之內,並在自動聊天流程中把回覆了不同答案的聯絡人分成兩條不同的聊天路線再繼續前進。3. 表格方塊(Form Block) – 用來向聯絡人收集他們的個人資料,例如是姓名和電郵地址等。4. 啟動自動營銷流程(Enter an Automation) – 讓您可以替網上聊天的聯絡人啟動自動營銷流程,但您必須先收集到他們的電郵地址,這樣便可以在系統的自動營銷功能中繼續去跟進他們。 您還可以在自動聊天流程中加入用來控制聯絡人聊天路線的操作條件: […]

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電郵營銷 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e9%9b%bb%e9%83%b5%e7%87%9f%e9%8a%b7/%e9%9b%bb%e9%83%b5%e7%87%9f%e9%8a%b7/ Sat, 17 Oct 2020 02:00:51 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1716 營銷電郵(Campaigns)是CRM的其中一個核心部份,當中6個營銷電郵類型包括標準(Standard),營銷流程(Automated),自動回覆(Auto Responder),分組測試(Split Testing),RSS觸發(RSS Triggered),日期觸發(Date Based)。

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啟動觸發器 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。

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建立準備 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%bb%ba%e7%ab%8b%e6%ba%96%e5%82%99/ Sat, 17 Oct 2020 02:00:50 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1865 您可以利用營銷流程來跟進您的潛在客戶和現有客戶,與他們建立關係,提高轉換率,同時能大大地節省了您的工作時間。

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Facebook整合 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e5%85%b6%e4%bb%96%e5%8a%9f%e8%83%bd/facebook%e6%95%b4%e5%90%88/ Sat, 17 Oct 2020 02:00:42 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=2030 CRM與Facebook廣告帳戶整合後,您就可以通過營銷流程來增加您的CRM聯絡人到您的Facebook廣告受眾,然後您就可以在Facebook上發送廣告給他們。

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營銷電郵模板 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e9%9b%bb%e9%83%b5%e7%87%9f%e9%8a%b7/%e7%87%9f%e9%8a%b7%e9%9b%bb%e9%83%b5%e6%a8%a1%e6%9d%bf/ Sat, 17 Oct 2020 02:00:41 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1738 建議您在建立任何營銷活動之前,先花點時間去建立屬於您的營銷電郵模板系列,以便您可以在營銷電郵(Campaigns)和營銷流程(Automations)中使用。

使用營銷電郵模板能有效保持電郵設計的一致性,以建立企業形象,節省工作時間,以後您再不需要由零開始去建立您的營銷電郵內容。

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多重表格 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%a1%a8%e6%a0%bc/%e5%a4%9a%e9%87%8d%e8%a1%a8%e6%a0%bc/ Sat, 17 Oct 2020 02:00:37 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1699 您不必將表格視為一次性的,您可以建立一系列較短的表格,並按照需要來分段地收集訊息,而不是一次過收集所有訊息,這有效地縮短了聯絡人每次填寫表格的時間,因而增加了他們提交表格的可能。

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個人化 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%80%8b%e4%ba%ba%e5%8c%96/ Sat, 17 Oct 2020 02:00:32 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1743 CRM能有效利用聯絡人的個人資料和行為數據,來為您建立更具針對性和個人化的營銷電郵和營銷流程。

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確認訂閱 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%a1%a8%e6%a0%bc/%e7%a2%ba%e8%aa%8d%e8%a8%82%e9%96%b1/ Sat, 17 Oct 2020 02:00:30 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1679 開啟確認訂閱功能,CRM會在聯絡人提交表格後發送確認訂閱電郵給聯絡人,聯絡人需要點擊電郵中的確認訂閱連結才能正式完成訂閱程序。

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