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https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 02:51:04 +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/%e9%9b%bb%e9%83%b5%e7%87%9f%e9%8a%b7%e7%b3%bb%e7%b5%b1/%e5%88%97%e8%a1%a8/%e8%87%aa%e5%ae%9a%e6%ac%84%e4%bd%8d-2/ Wed, 22 Feb 2023 01:32:55 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=21856 在電郵營銷系統中，您可以建立不同資料格式的自定欄位來儲存聯絡人的個人資料。 自定欄位 如要建立自定欄位，先在列表(Lists)的自定欄位(Custom Fields)頁面中點擊新增自定欄位(New Custom Field)，然後設定自定欄位的名稱及資料格式，最後選擇列表後再按儲存(Save)。 資料格式 電郵營銷系統支援多種不同資料格式的自定欄位如下： 文字方塊(Text Field)文字方塊是用來儲存文字和數字的資料格式。 文字區塊(Multiline Text Field)文字區塊是用來儲存多行文字和數字的資料格式。 數字格式(Numbers Only)數字格式是用來儲存數字的資料格式。 下拉式菜單(Pick List)下拉式菜單就是含有多個選項以供選取的資料格式。 複選框(Checkboxes)複選框就是只有”是”/”否”選項以供選取的資料格式。 單選按鈕(Radio Buttons)單選按鈕就是含有多個選項以供選取的資料格式。 日期格式(Date Field)日期格式是用來儲存日期的資料格式。 總結 您所掌握到的聯絡人個人資料越多，就越能夠為他們建立出具針對性和個人化的營銷電郵內容。

The post 自定欄位 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e9%9b%bb%e9%83%b5%e7%87%9f%e9%8a%b7%e7%b3%bb%e7%b5%b1/%e5%88%97%e8%a1%a8/%e7%b4%b0%e5%88%86%e7%be%a4%e7%b5%84-2/ Wed, 22 Feb 2023 01:29:23 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=21853 細分群組可以用來通過聯絡人的特徵去進行分組，使您能夠更加有效地去管理好您的客戶關係。 細分群組 如要建立細分群組，先在列表(Lists)的細分群組(Segments)頁面中點擊新增細分群組(Create a Segment)，然後設定好細分群組的名稱及條件後再按儲存(Save)。 總結 細分群組使您可以為聯絡人做出更具針對性的營銷電郵內容，以增加他們對營銷電郵的互動行為。

The post 細分群組 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/%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/%e6%9b%bf%e4%ba%a4%e6%98%93%e7%ae%a1%e9%81%93%e4%b8%ad%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e5%a2%9e%e5%8a%a0%e5%b7%a5%e4%bd%9c%e4%bb%bb%e5%8b%99/ Fri, 25 Dec 2020 02:00:47 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4292 每當有聯絡人在交易管道中的交易階段出現變動時，自動營銷流程便會自動替他們增加工作任務。 自動營銷流程 1. 選擇交易階段變更(Deal stage changes)作為啟動觸發器。2. 替流程中的聯絡人增加工作任務(Add task)。

The post 替交易管道中的聯絡人增加工作任務 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/%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 +0000 https://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.]]> 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 +0000 https://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.]]> 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%e7%ae%a1%e9%81%93%e4%b8%ad%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e7%87%9f%e9%8a%b7%e9%9b%bb%e9%83%b5/ Fri, 25 Dec 2020 02:00:42 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4289 每當有聯絡人在交易管道中的交易階段出現變動時，自動營銷流程便會自動向他們發送營銷電郵。 自動營銷流程 1. 選擇交易階段變更(Deal stage changes)作為啟動觸發器。2. 等待(Wait)1年後。3. 向流程中的聯絡人發送營銷電郵(Send email)。

The post 向交易管道中的聯絡人發送營銷電郵 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%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.]]>