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自動營銷流程 | LEFO Hub - Part 7
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電郵營銷

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

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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設定啟動觸發器

營銷流程是一系列的自動操作步驟,助您管理企業外部和內部的業務流程。 啟動觸發器是用來設定聯絡人進入流程的所需條件,每個聯絡人都需要過三關才能進入營銷流程。

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建立準備

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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已發送

使用已發送(Has been sent)細分條件,您可以定位已發送指定營銷電郵的聯絡人,亦適用於營銷流程內所發送的營銷電郵,但並不適用於在聯絡人頁面和交易管道中所發送的個人電郵。

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營銷數據

CRM是一個非常彈性的自動化營銷平台,無論您的企業大小,任何行業類型都適合使用。 您可以定期檢視您的營銷效率,並按需要對您的營銷策略作出適當調整,令您企業可以得到最理想的營銷效率。

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營銷報表

營銷數據與營銷效率有著重要的關連,只要您能掌握更完善的營銷數據,您便能提高您的營銷效率。

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評分規則

根據聯絡人的實際互動情況來調整評分,可以是增加評分或減少評分,借此來衡量聯絡人當下對您的熱忱情度,以此來制定不同的營銷旅程給不同階段的聯絡人。

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Facebook整合

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

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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