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客戶管理系統Wed, 05 Jul 2023 02:52:25 +0000en-US
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3232向提交表格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/%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 +0000https://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.]]>向交易失敗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/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83-%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e5%90%91%e4%ba%a4%e6%98%93%e5%a4%b1%e6%95%97%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 02:00:43 +0000https://lefohub.com/?post_type=epkb_post_type_1&p=4298每當有聯絡人在交易管道中的交易狀態被變更為交易失敗時,自動營銷流程便會自動向他們發送含有用來調查交易失敗原因表格的跟進電郵。 自動營銷流程 1. 選擇交易狀態變更(Deal status changes)作為啟動觸發器。2. 向流程中的聯絡人發送含有用來調查交易失敗原因表格的跟進電郵(Send email)。3. 等待(Wait)聯絡人提交表格後。4. 替流程中的聯絡人把他們所提交的答案儲存到交易失敗原因的自定欄位(Update contact)。
The post 向交易失敗的聯絡人發送跟進電郵 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 +0000https://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.]]>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 +0000https://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.]]>替提交表格的聯絡人發送內部通知
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 +0000https://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.]]>向完成購買的聯絡人發送感謝電郵
https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e5%ae%8c%e6%88%90%e8%b3%bc%e8%b2%b7/%e5%90%91%e5%ae%8c%e6%88%90%e8%b3%bc%e8%b2%b7%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e6%84%9f%e8%ac%9d%e9%9b%bb%e9%83%b5/
Fri, 25 Dec 2020 02:00:38 +0000https://lefohub.com/?post_type=epkb_post_type_1&p=4202每當有聯絡人在您的網店中完成購買時,自動營銷流程便會自動向他們發送感謝電郵。 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. 選擇完成購買(Makes a purchase)作為啟動觸發器。2. 向流程中的聯絡人發送感謝電郵(Send email)。3. 等待(Wait)2天後。4. 向流程中的聯絡人發送含有評論邀請的跟進電郵(Send email)。
The post 向完成購買的聯絡人發送感謝電郵 first appeared on LEFO Hub.]]>替提交表格的聯絡人附加標籤
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 +0000https://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.]]>向點擊連結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/%e9%9b%bb%e9%83%b5%e8%bf%bd%e8%b9%a4/%e5%90%91%e9%bb%9e%e6%93%8a%e9%80%a3%e7%b5%90%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 02:00:28 +0000https://lefohub.com/?post_type=epkb_post_type_1&p=4157每當有聯絡人在您的營銷電郵中點擊連結時,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. 選擇點擊連結(Clicks a link in email)作為啟動觸發器。2. 等待(Wait)1天後。3. 向流程中的聯絡人發送跟進電郵(Send email)。
The post 向點擊連結的聯絡人發送跟進電郵 first appeared on LEFO Hub.]]>向提交表格的聯絡人發送提醒電郵
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 +0000https://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.]]>通過分組測試來實行限時優惠
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%e5%af%a6%e8%a1%8c%e9%99%90%e6%99%82%e5%84%aa%e6%83%a0/
Fri, 25 Dec 2020 02:00:17 +0000https://lefohub.com/?post_type=epkb_post_type_1&p=4304每當有聯絡人通過提交表格來向您索取限時優惠時,自動營銷流程便會自動向在限期前提交表格的聯絡人發送含有限時優惠的營銷電郵。 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. 選擇提交表格(Submits a form)作為啟動觸發器。2. 替流程中的聯絡人進行分組測試(Split)。3. 向在限期前已啟動流程的聯絡人發送含有限時優惠的營銷電郵(Send email)。4. 向在限期後才啟動流程的聯絡人發送沒有限時優惠的營銷電郵(Send email)。
The post 通過分組測試來實行限時優惠 first appeared on LEFO Hub.]]>