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https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 02:38:36 +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/%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.]]> 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/%e5%90%91%e8%a8%82%e9%96%b1%e5%88%97%e8%a1%a8%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 02:00:52 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4151 每當有聯絡人向您訂閱通訊時，自動營銷流程便會自動向他們發送序列通訊電郵。 自動營銷流程 1. 選擇訂閱列表(Subscribes)作為啟動觸發器。2. 向流程中的聯絡人發送序列通訊電郵1(Send email)。3. 等待(Wait)1星期後。4. 向流程中的聯絡人發送序列通訊電郵2(Send email)。

The post 向訂閱列表的聯絡人發送序列電郵 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/%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.]]> 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/%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%a0%90%e7%b4%84%e6%8f%90%e9%86%92/ Fri, 25 Dec 2020 02:00:13 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4241 每當有聯絡人的預約日期即將來到時，自動營銷流程便會自動向他們發送預約提醒電郵。 自動營銷流程 1. 選擇日期觸發(Date based)並通過用來儲存預約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預約提醒電郵1(Send email)。3. 等待(Wait)2天後。4. 向流程中的聯絡人發送預約提醒電郵2(Send email)。

The post 通過自定欄位向聯絡人發送預約提醒 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/%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%87%8d%e8%a4%87%e8%b3%bc%e8%b2%b7%e6%8f%90%e9%86%92/ Fri, 25 Dec 2020 02:00:12 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4244 每當有聯絡人已經完成購買一定時間後，自動營銷流程便會自動向他們發送重複購買提醒電郵。 自動營銷流程 1. 選擇日期觸發(Date based)並通過用來儲存最近購買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重複購買提醒電郵(Send email)。

The post 通過自定欄位向聯絡人發送重複購買提醒 first appeared on LEFO Hub.]]>