[wordpress插件] Agile CRM Email Marketing敏捷CRM电子邮件营销

wordpress 插件 文章 2020-02-12 02:20 0 289 全屏看文
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描述

Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform.

Agile CRM是一种在单一平台上实现销售,营销和服务自动化的多合一CRM。

It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.

它具有销售跟踪,联系人管理,营销自动化,Web分析,双向电子邮件,电话和服务台,并具有简单,简洁和现代的界面。

Using Agile CRM, businesses can now:

使用敏捷CRM,企业现在可以:

    • Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor.

      使用简单而强大的拖放编辑器自动执行其营销,销售和客户保留过程。

    • Convert website visitors directly to leads in the CRM.

      将网站访问者直接转换为CRM中的潜在客户。

    • Nurture, track and score leads automatically based on web or email activity.

      根据网络或电子邮件活动自动培养,跟踪和评分线索。

    • Enable omni-channel communication with the ability to call or email or tweet to a contact from the same page.

      启用全渠道通信,并能够从同一页面呼叫,发电子邮件或发推文给联系人。

    • Monitor customer behavior and get real-time alerts for customer activity.

      监控客户行为并获取有关客户活动的实时警报。

    • Manage help desk tickets with customer’s history saved under single system.

      使用单一系统保存的客户历史记录来管理帮助台票证。

    • Pull a detailed record of all of the customers’ details and communication history in one page, sorted chronologically.

      将所有客户详细信息和交流历史记录的详细记录按页面顺序排列。

    • View customer data from various other business apps under one page using extensive integrations and widgets.

      使用广泛的集成和小部件在一个页面下查看来自其他各种业务应用程序的客户数据。

    More Information

    更多信息

    Visit the Agile CRM website(https://www.agilecrm.com/) for documentation, support, and information on getting involved in the project and community.

    请访问Agile CRM网站(https://www.agilecrm.com/),以获得有关参与项目和社区的文档,支持和信息。

    For backwards compatibility, if this section is missing, the full length of the short description will be used, and

    为了向后兼容,如果缺少此部分,将使用简短说明的完整长度,并且

    Markdown parsed.

    Markdown已解析。

    Arbitrary section

    任意部分

    You may provide arbitrary sections, in the same format as the ones above.

    您可以提供与上述格式相同的任意部分。

    This may be of use for extremely complicated

    这可能适用于极其复杂的

    plugins where more information needs to be conveyed that doesn’t fit into the categories of “description” or

    需要传达更多信息的插件,这些信息不属于“描述”或
    类别

    “installation.” Arbitrary sections will be shown below the built-in sections outlined above.

    “安装”。任意部分将显示在上面概述的内置部分下面。

    A brief Markdown Example

    一个简短的Markdown示例

      • Simple to integrate web rule & web stats, no need of coding knowledge.
      • 易于集成网络规则和网络统计信息,无需编码知识。

      • Show real-time web popups to get more info about your website visitors and also increase the number of subscriptions or sign ups
      • 显示实时网络弹出窗口以获取有关您的网站访问者的更多信息,并增加订阅或注册的数量

      • Easily integrate customized web forms to your website or app to create or update contacts and log subsquent web activity.
      • 轻松地将自定义的Web表单集成到您的网站或应用中,以创建或更新联系人并记录随后的Web活动。

      • Easily integrate attractive landing pages with your website using this plugin.
      • 使用此插件轻松将吸引人的着陆页与您的网站集成。

      • Schedule bulk Email Campaigns for newsletters or other marketing activity, with simple drag-and-drop features
      • 通过简单的拖放功能安排批量电子邮件活动,以进行新闻通讯或其他营销活动

安装步骤

1) Install the Agile CRM WordPress plugin

1)安装Agile CRM WordPress插件

Download the Agile CRM – WordPress plugin from Agile CRM website.

从Agile CRM网站下载Agile CRM – WordPress插件。

Login to your WordPress Admin panel (wp-admin), go to Plugins → ‘Add New’ → ‘Upload Plugin’.

登录到您的WordPress管理面板(wp-admin),转到“插件”→“添加新”→“上传插件”。

Upload the downloaded plugin zip file and click ‘Install Now’.

上载下载的插件zip文件,然后单击“立即安装”。

Once successfully installed, click on the ‘Activate Plugin’ link.

成功安装后,点击“激活插件”链接。

After activation, you will see the ‘Agile CRM’ tab on your ‘Main Menu’ tab

激活后,您将在“主菜单”选项卡上看到“敏捷CRM”选项卡

2) Set up Agile CRM account

2)设置敏捷CRM帐户

Click on the ‘Agile CRM’ tab and navigate to ‘Settings’ and it will redirect you to the Settings Page.

单击“敏捷CRM”选项卡,然后导航至“设置”,它将重定向到“设置”页面。

Create a new Agile CRM account if you don’t have one or fill the details of your existing account.

如果您没有帐户,请创建一个新的Agile CRM帐户,或填写现有帐户的详细信息。

Click ‘Save’ and you’ll be redirected to ‘Dashboard’.

点击“保存”,您将被重定向到“仪表板”。

Web Rules & Web Stats will be automatically enabled on your dashboard.

Web规则和Web统计信息将在您的仪表板上自动启用。

3) Set up Agile forms & landing pages

3)设置敏捷表单和登录页面

    • Agile CRM forms

      敏捷CRM表格

      Under ‘Pages’ tab, navigate to Add New page.

      在“页面”标签下,导航到“添加新页面”。

      On that page, you can spot ‘Agile Forms’ on Visual Editor.

      在该页面上,您可以在Visual Editor上发现“敏捷表单”。

      Click on the button and a pop-up will appear.

      单击按钮,将出现一个弹出窗口。

      You can forms from the drop-down list and easily integrate customized web forms on your site or app.

      您可以从下拉列表中创建表单,并轻松将自定义的Web表单集成到您的网站或应用中。

    • Agile CRM landing pages

      敏捷CRM登录页面

      Under ‘Pages’ tab, navigate to Add New page.

      在“页面”标签下,导航到“添加新页面”。

      On that page, scroll down to Agile CRM Section.

      在该页面上,向下滚动到“敏捷CRM”部分。

      Under ‘Landing Page’ tab, you can select any page from the drop-down list.

      在“着陆页”标签下,您可以从下拉列表中选择任何页面。

      Now you easily integrate Agile CRM Landing pages in your WordPress pages.

      现在,您可以轻松地将Agile CRM Landing页面集成到WordPress页面中。

下载地址

https://downloads.wordpress.org/plugin/agile-crm-email-marketing.zip

https://downloads.wordpress.org/plugin/agile-crm-email-marketing.zip

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