Recursos de Plataformas de Adopción Digital
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Términos del Glosario de Plataformas de Adopción Digital
Discusiones de Plataformas de Adopción Digital
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Pregunta sobre: Fin by Intercom
¿Cómo envías correos electrónicos y chateas para una lista de correos electrónicos?Estoy tratando de enviar algunos correos electrónicos y mensajes de chat a una lista de usuarios, pero no tienen variables en común. Así que quería subir su dirección de correo electrónico o completarlas y enviarlas en un único chat/correo electrónico saliente. ¿Cómo puedo hacer esto?
Hola Gabriella, ¡perdón por la demora en responderte! Por si acaso no lo habías descubierto, pensé en explicártelo.
La mejor manera de hacer esto es etiquetar en bloque a un grupo y luego, en tus Reglas de Entrada para tus mensajes de correo electrónico y chat, seleccionas "la etiqueta es X". X siendo el nombre que decidas darle a este grupo cuando los etiquetes.
¿Cómo etiquetar en bloque?
Primero necesitarás tener una lista de las personas que quieres con sus correos electrónicos e ID de Usuario y guardar esto como un CSV, eliminando cualquier otra información en la lista que puedas tener.
Dentro de tu espacio de trabajo de Intercom:
- Ve a la sección "Contactos"
- Haz clic en "Nuevos usuarios o clientes potenciales" - botón azul en la esquina superior derecha
- Selecciona "Importar Personas"
- En la ventana emergente selecciona "CSV"
- Sube tu CSV
- Selecciona la columna que refleja los correos electrónicos de los contactos
- Selecciona la columna que refleja los ID de Usuario de los contactos
- Esto te llevará a la sección de etiquetas - aquí seleccionarás "Agregar otra etiqueta"
- Nota: ya hay una etiqueta aquí, pero siempre recuerda agregar tu nueva etiqueta también
- Escribe el nombre que quieres darle a la etiqueta, por ejemplo, "Mensaje de Correo & Chat 30.09"
- Selecciona "Crear nueva etiqueta: Mensaje de Correo & Chat 30.09"
- Haz clic en guardar
- Haz clic en "Importar Usuarios" en la esquina superior derecha
Luego recibirás un correo electrónico para decirte una vez que esta carga esté completa, pero generalmente no toma mucho tiempo, dependiendo del tamaño de la lista.
Puedes entonces ingresar esta etiqueta en "Reglas de Audiencia" ya sea dentro de Series o mensajes salientes individuales.
¡Espero que eso ayude!
Eabha (Compromiso con el Cliente)
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0
Pregunta sobre: Pendo
¿Cuál es una cosa genial que descubriste en Pendo?En el explorador de datos, puedes ver promedios en lugar de solo el número de visitantes. ¿Pudiste encontrar algo (un poco oculto como esto) que te encante?
Cuando respondes a consultas de clientes, usar un enlace permanente de Pendo al final de la URL de la aplicación web proporciona una mejor experiencia para tu cliente.
Por ejemplo, tu cliente pregunta cómo subir un determinado documento y responder al correo electrónico con un enlace permanente de Pendo en lugar de solo un enlace de página web con instrucciones separadas abrirá la página y tendrá un pop-up que señala la ubicación exacta donde pueden realizar esa acción.
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