In Version 1.0.9, we have updated 2 solutions
+ Solution 1: Allows
you to use custom fields to filter the Customer / Lead list in Segment
+ Solution 2: Can collect opinions (agree, refuse) of customers / Leads through sent emails
1. For solution 1: Usage is very simple
- Step 1: Create Custom fields for Lead / Customer at the Custom fields screen in Settings
- Step 2: You can enter information into the Custom fields
- Step 3: Create Segment -> Then select Custom fields and enter filter conditions
- Step 1: When designing an Email, you need to create 2 buttons with the names "ACCEPT_BTN" and "DECLINE_BTN". Note that you must enter the correct name as I mentioned so that the system can operate properly
- Step 2: Proceed with Worklow design -> Select the condition as "Confirm"
If you want to know which Lead has chosen to accept/reject, you can create 2 different statuses,... If you want to know which Customer has chosen to accept/reject, you can push the Customer into different Segments, depending on how you design the Workflow
- Step 3: After the Campaign is run, Lead / Customer will receive an email. After selecting Accept / Decline, the system will collect opinions from Lead / Customer
