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https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 03:38:11 +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/%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/sms/%e5%90%91%e5%b7%b2%e8%a8%bb%e5%86%8a%e6%b4%bb%e5%8b%95%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e6%b4%bb%e5%8b%95%e6%8f%90%e9%86%92/ Fri, 25 Dec 2020 02:00:29 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4313 每當有聯絡人所註冊的活動即將來到時，自動營銷流程便會自動向他們發送含有活動提醒的SMS。 注意：如要使用SMS通訊，您必須預先在系統中替它充值。 自動營銷流程 1. 選擇日期觸發(Date based)並通過用來儲存活動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含有活動提醒的SMS1(Send SMS)。3. 等待(Wait)2天後。4. 向流程中的聯絡人發送含有活動提醒的SMS2(Send SMS)。

The post 向已註冊活動的聯絡人發送活動提醒 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/%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/sms/%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%e9%87%8d%e8%a4%87%e8%b3%bc%e8%b2%b7%e6%8f%90%e9%86%92/ Fri, 25 Dec 2020 02:00:26 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4316 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含有重複購買提醒的SMS。 注意：如要使用SMS通訊，您必須預先在系統中替它充值。 自動營銷流程 1. 選擇完成購買(Makes a purchase)作為啟動觸發器。2. 向流程中已經完成購買一定時間後的聯絡人發送含有重複購買提醒的SMS(Send SMS)。

The post 向完成購買的聯絡人發送重複購買提醒 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/%e7%b6%b2%e4%b8%8a%e8%81%8a%e5%a4%a9/%e5%90%91%e7%b6%b2%e4%b8%8a%e8%81%8a%e5%a4%a9%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 02:00:17 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4223 每當有聯絡人在您的網站上與您進行網上聊天時，自動營銷流程便會自動向他們發送跟進電郵。 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。 自動營銷流程 1. 選擇提交表格(Submits a form)作為啟動觸發器。2. 等待(Wait)2天後。3. 向流程中的聯絡人發送跟進電郵(Send email)。

The post 向網上聊天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/%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%e5%ba%8f%e5%88%97%e9%9b%bb%e9%83%b5/ Fri, 25 Dec 2020 02:00:00 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4130 每當有聯絡人通過提交表格來向您訂閱教學內容時，自動營銷流程便會自動向他們發送序列教學電郵。 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. 等待(Wait)聯絡人在歡迎電郵中點擊連結。4. 向流程中的聯絡人發送序列教學電郵1(Send email)。5. 等待(Wait)聯絡人在序列教學電郵1中點擊連結。6. 向流程中的聯絡人發送序列教學電郵2(Send email)。

The post 向提交表格的聯絡人發送序列電郵 first appeared on LEFO Hub.]]> 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： […]

The post 網上聊天 first appeared on LEFO Hub.]]>