Normalmente i contatti su ConversionControl vengono creati automaticamente dalle automazioni ma si può avere la necessità di inserire un contatto personale, proveniente da fonti offline. In questo caso è possibile creare un contatto manualmente. Ecco la procedura per creare un contatto manualmente su ConversionControl: 1. Dal Menù principale scegliere Contacts2. Cliccare su “+ Add New“ …
E’ possibile creare degli accessi personali per ogni agente commerciale che lavorerà i nostri contatti all’interno di ConversionControl. L’agente avrà accesso solo ai contatti che gli saranno assegnati dal sistema secondo le regole che abbiamo definito. E’ possibile inoltre creare degli accessi personali per altre tipologie di agenti, ad esempio un agente del customer care …
From the Administrator account, you can filter all unassigned contacts to find eventual anomalies in the assignment settings. Making sure all the contacts with a telephone number are assigned to your agents is trivial for sales, welcome and customer care operations. And, since we are paying for those contacts, it is very important to ensure …
ConversionControl automatically transfer all the data collected from Clickfunnels standard fields, but you need to follow this procedure in order to acquire data from Clickfunnels’ custom fields. 1. Check the Custom Types While on Clickfunnels, navigate to the settings of your input field and ensure INPUT TYPE is set on “Custom Type” and that the name inserted …
Nonostante tutti i campi base di Clickfunnels siano automaticamente trasferiti su ConversionControl, per visualizzare i dati inseriti dagli utenti in un Custom Field è necessario seguire la seguente procedura: 1. Controlla i Custom Type Da Clickfunnels, vai nelle impostazioni del campo personalizzato e controlla che INPUT TYPE sia impostato su “Custom Type” e l’opzione CUSTOM …
In ConversionControl a Project is a container for all the elements that generate aggregate data from a single project. Traditionally, marketing softwares use the term “campaign”, but we think that project is a more appropriate term: an example for a project could be an event, a specific product, a webinar and every project that can …
Every agent has 3 ways to check the new contacts that have been assigned to him: 1. EMAIL For every contact that is assigned to him, the agent will receive an e-mail with all the contact information. 2. DESKTOP PUSH NOTIFICATIONS The agent can also activate Desktop Push Notifications to be notified about new contacts …
Before sorting “abandoned carts”, let’s follow the procedure to create a proper Request Type. There are two cases: If the “abandoned carts” page is different from the sales page, then it can be identified as a single new request type (by navigating to CRM>Request Type, clicking on “Add New” and tick the “Can Generate” box, …
Your agents can syncronize their ConversionControl scheduled calls with their own Google Calendar account; here is how: 1. Navigate to “Edit Agent” from the menu in the upper-right corner 2. Click on the Google Calendar link 3. Syncronization is now active