[wordpress插件] Apricotrocket CRM PluginApricotrocket CRM插件

wordpress 插件 文章 2020-02-20 13:00 1249 0 全屏看文

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描述

MARKETING AUTOMATION

标记自动化

    • Newest Features

    • 最新功能

    • Feature / Benefit List

    • 功能/好处清单

    • Overview

    • 概述

        • CRM Database

        • CRM数据库

        • Custom Forms

        • 自定义表格

        • LogicGates

        • LogicGates

        • Event Triggers

        • 事件触发器

        • Email Newsletters

        • 电子邮件通讯

        • Custom Data Fields
        • 自定义数据字段

      • Pricing

      • 定价

          • Free up to 100

          • 最多释放100

          • 60 Day Money Back Guarantee

          • 60天退款保证

          • Upgrade Options

          • 升级选项

          • Email and SMS Text Limits
          • 电子邮件和SMS文本限制

        • Support(#support)

        • 支持(#support)

            • Video Tutorials

            • 视频教程

            • Client Support Options
            • 客户支持选项

          Newest Features for v1.0.3

          v1.0.3的最新功能

            • Facebook App – easily place a Custom Form on a Facebook business page to collect data from Facebook visitors and fans.
            • Facebook应用程序–轻松在Facebook商业页面上放置自定义表单,以从Facebook访问者和粉丝收集数据。

            • SubUsers – Create an unlimited # of SubUsers on your account
            • SubUsers –在您的帐户中创建无限数量的SubUsers

            • SubUser Controls – Set Access Permissions for each SubUser
            • SubUser控件–为每个SubUser设置访问权限

            • SubUser Tracking – Track changes made by SubUsers
            • 子用户跟踪–跟踪子用户所做的更改

            • SMS Text Messaging – Optional Service avaialable for nominal cost
            • SMS短信–可选服务,象征性费用

            • SMS Text Messaging – Create Templates and Campaigns.
            • SMS短信-创建模板和广告系列。

            • SMS Text Messaging – Track deliveries and receive inbound responses.
            • SMS短信-跟踪传递并接收入站响应。

            • MMS Messaging – Optional Texting capability included but separate fees apply
            • 彩信功能-包括可选的短信功能,但需要另外付费

            • Custom Database Fields – Group Checkbox function allows multiple selections
            • 自定义数据库字段–组复选框功能允许多项选择

            • Custom Directory – Create unlimited # of directories and attach records from your database to a directory
            • 自定义目录–创建无限数量的目录,并将记录从数据库附加到目录

            • Custom Directory – Select from multiple directory display templates for each directory
            • 自定义目录–为每个目录从多个目录显示模板中选择

            • Click Triggers – use Click Triggers with Emails to create automated actions when an email link is clicked
            • 点击触发器–单击电子邮件链接时,将“点击触发器与电子邮件一起使用”可创建自动操作

            • Click Triggers – automated actions include: Send Email, Send Text, Start Email Campaign, Start Text Campaign, and others
            • 点击触发器–自动化操作包括:发送电子邮件,发送文本,启动电子邮件活动,启动文本活动等

            Feature / Benefit List

            功能/优点列表

              • 60 Day Money Back Guarantee – if you ever decide to quit and want a refund we will refund your last 2 payments
              • 60天退款保证–如果您决定退出并想要退款,我们将退还您最近的2次付款

              • Easy to Use – our system is designed for fast learning… it is simple and easy
              • 易于使用-我们的系统专为快速学习而设计……它简单易用

              • Sophisticated – we do things that you would expect from only the most expensive systems
              • 经验丰富–我们仅会通过最昂贵的系统来完成您期望的工作

              • Affordable – the monthly cost is based on the size of your database
              • 价格合理–每月费用取决于您数据库的大小

              • CRM Database – store your prospect and client information
              • CRM数据库–存储您的潜在客户和客户信息

              • Custom Forms – easily design forms for your website
              • 自定义表单–轻松为您的网站设计表单

              • Custom Form Layout – create vertical or horizontal forms
              • 自定义表单布局–创建垂直或水平表单

              • Custom Form Designs – change the look and colors easily and quickly
              • 自定义表单设计–轻松快速地更改外观和颜色

              • Custom Form Linking – create multiple forms and link them in sequence
              • 自定义表单链接–创建多个表单并依次链接

              • Word Press Plugin – integrates with Word Press sites
              • Word Press插件–与Word Press网站集成

              • Word Press Shortcodes – no need to learn programming skills
              • Word Press简码–无需学习编程技能

              • Cross Platform Capabie – works on any website CMS system
              • 跨平台Capabie –可在任何网站CMS系统上使用

              • LogicGate Forms – allow you to ask questions and respond based on the answers provided
              • LogicGate表单–允许您提出问题并根据提供的答案进行回复

              • Event Triggers – tell the system to take specific actions when your visitors complete a Custom Form or answer a LogicGate question
              • 事件触发器–当访客完成自定义表单或回答LogicGate问题时,告诉系统采取特定措施

              • Event Triggers – allow you to send Emails to your visitors or to you.
              • 事件触发器–允许您向访问者或您发送电子邮件。

              • Event Triggers – allow you to send SMS Text Messages to your visitors or to you
              • 事件触发器–允许您向访问者或您发送短信到短信

              • Event Triggers – allow you to start an Email Campaign and send it to your visitors
              • 事件触发器–允许您启动电子邮件活动并将其发送给访问者

              • Event Triggers – allow you to start an SMS Text Message Campaign and send it to your visitors
              • 事件触发器–允许您启动短信活动并将其发送给访问者

              • Event Triggers – allow you to change data in CRM Records… like move someone from a Warm Prospect to a Hot Prospect category
              • 事件触发器–允许您更改CRM记录中的数据……就像将某人从“热身”转移到“热身”类别

              • Store Attached Files – you can attach files to CRM Records to keep track of things
              • 存储附加文件–您可以将文件附加到CRM记录中以跟踪情况

              • Comments – you can record notes on your conversations with people as comments in the associated CRM Record
              • 评论–您可以在与人的对话中记录笔记,作为相关CRM记录中的评论

              • Reminder Notices – you can schedule reminder notices and send them to yourself or to your Records or to both… remind people to do things like make payments or file documents
              • 提醒通知–您可以安排提醒通知,并将其发送给您自己或您的记录或同时发送给两者……提醒人们做付款或归档文件之类的事情

              • Email History – we keep a history of all emails you send through the system so you can always review what you have sent to your individual CRM Records
              • 电子邮件历史记录–我们保留您通过系统发送的所有电子邮件的历史记录,以便您始终可以查看发送到个人CRM记录的邮件

              • Email Statistics – we track sends, deliveries, not-delivered, opens, clicks, bounces, unsubscribes, and spam reports
              • 电子邮件统计信息–我们跟踪发送,传递,未传递,打开,点击,退回,退订和垃圾邮件报告

              • Email Resend – you can easily resend to your Bounced or Not-Delivered lists… single click of a button
              • 重新发送电子邮件-您可以轻松地重新发送到“退回”或“未送达”列表……单击按钮

              • Much more…
              • 更多……

              Overview

              概述

              ApricotRocket is a combination of a CRM Database integrated with an Email

              ApricotRocket是CRM数据库与电子邮件集成的组合

              Marketing and Text Marketing system and includes a Marketing Automation process

              营销和文本营销系统,包括营销自动化流程

              management capability.

              管理能力。

              Designed to work seamlessly with Word Press by using this

              通过使用此功能,可以与Word Press无缝协作

              plugin the ApricotRocket system can also be easily integrated with any other

              插件ApricotRocket系统也可以轻松地与任何其他集成在一起

              website content management system.

              网站内容管理系统。

              We believe that we compete very well with top shelf systems such as InfusionSoft,

              我们相信我们与InfusionSoft等顶级系统竞争非常好,

              Salesforce, Marketo, Pardot, and HubSpot.

              Salesforce,Marketo,Pardot和HubSpot。

              We price our system competitively with

              我们以具有竞争力的价格为系统定价

              tools like ConstantContact, Mail Chimp, and Aweber.

              诸如ConstantContact,Mail Chimp和Aweber之类的工具。

              We believe that it should not be terribly expensive to have a full featured

              我们认为拥有功能齐全的产品并不会太昂贵

              marketing automation system.

              营销自动化系统。

              In fact, we price our system at a level that we

              实际上,我们将系统的价格定为我们

              think makes ApricotRocket the best value in the market.

              思想使ApricotRocket成为市场上的最佳价值。

              We hope you agree.

              我们希望您同意。

              CRM Database

              CRM数据库

              A Customer Relationship Management database is the core of our system.

              客户关系管理数据库是我们系统的核心。

              We have

              我们有

              designed the CRM Database to be incredibly intuitive and to have the most essential

              将CRM数据库设计得非常直观,并具有最基本的

              data fields automatically included.

              数据字段自动包含在内。

              Included is a simple classification process

              包括一个简单的分类过程

              that allows you to assign each record to one of 6 separate Classes, each of which

              允许您将每条记录分配给6个单独的类之一,每个类

              can be customized with an unlimited number of class descriptions.

              可以使用不限数量的类描述进行自定义。

              Three of these six standard Classes are what we call MOSS… multiple option

              这六个标准类中的三个就是我们所说的MOSS…多种选择

              single select.

              单选。

              Three of the six standard Classes are what we call MOMS… multiple

              六个标准类中的三个就是我们所说的MOMS…multiple

              option multiple select.

              选择多项选择。

              Additionally, each CRM Database record can be classified according to a Sales

              此外,每个CRM数据库记录都可以根据销售额进行分类

              Funnel Stage.

              渠道阶段。

              The Stages in the Sales Funnel can be customized… as many or

              可以自定义销售渠道中的各个阶段…尽可能多或

              as few as you wish.

              随你所愿。

              Each record in your CRM Database can be assigned a Stage

              您的CRM数据库中的每个记录都可以分配一个阶段

              in the Sales Funnel.

              在销售渠道中。

              As various Events occur you can change the Stage either

              随着各种事件的发生,您可以更改舞台

              manually or automatically.

              手动或自动。

              All information in the CRM Database can be downloaded at any time with a single

              CRM数据库中的所有信息都可以随时通过单个下载。

              click.

              点击。

              Downloads are generated as .csv files that you can store wherever you wish.

              下载文件将生成为.csv文件,您可以将其存储在任意位置。

              Your data is always yours and can be stored safely offsite anytime you wish.

              您的数据始终是您的,可以随时随地安全地存储在异地。

              Custom Forms

              自定义表格

              One of the best features is the ability to quickly create Custom Forms and easily

              最好的功能之一就是能够快速创建自定义表单并轻松实现

              place them on your website.

              将它们放在您的网站上。

              If you have a Word Press website you can use the

              如果您拥有Word Press网站,则可以使用

              form shortcodes and simply copy and paste them to your Word Press website on any

              形成简码,然后简单地将它们复制并粘贴到您的Word Press网站上的任何

              page, post, or sidebar text widget.

              页面,帖子或侧边栏文本小部件。

              If you wish you can use the HTML

              如果您愿意,可以使用HTML

              tag to insert Custom Forms on website pages other than Word Press websites.

              标记以在Word Press网站以外的其他网站页面上插入自定义表单。

              Custom Forms can be created with any combination of CRM Data Fields inserted

              可以使用插入的CRM数据字段的任意组合来创建自定义表单

              into the Custom Form.

              进入自定义表单。

              This allows you to capture exactly the information you need

              这使您可以准确捕获所需的信息

              from your customers and prospects.

              来自您的客户和潜在客户。

              You can fully customize the forms and change

              您可以完全自定义表格并进行更改

              the background colors, form border colors, text fonts, buton colors, and many

              背景颜色,表格边框颜色,文本字体,按钮颜色以及许多

              aspects of the look and feel of your Custom Form.

              自定义表单外观的各个方面。

              You can create either Vertical or Horizontal forms.

              您可以创建垂直或水平表单。

              If you create a Horizontal

              如果创建水平

              form you can decide if there is one, two, or three columns and you can place

              您可以确定是否有一,两或三列的表格,然后放置

              specific Data Fields in each row and column to control placement.

              每行和每列中都有特定的数据字段来控制放置。

              Then, again,

              然后,

              you can place the form on your website exactly where you want it by just copying

              您只需复制
              就可以将表格准确地放置在您的网站上

              and pasting either a shortcode or an HTML code.

              并粘贴简码或HTML代码。

              You do not need to know any HTML to create Custom Forms.

              您无需了解任何HTML即可创建自定义表单。

              LogicGates

              LogicGates

              LogicGates are one of the features of ApricotRocket which make the system so

              LogicGates是ApricotRocket的功能之一,使系统如此

              powerful.

              强大。

              LogicGates allow you to create a form where you ask questions.

              LogicGates允许您创建一个在其中提问的表单。

              Each

              每个

              potential answer to the question you ask can be set up to send your visitor to

              可以设置您提出的问题的潜在答案,以将您的访客发送给

              a different next step.

              另一个不同的下一步。

              For example… if someone says that they are a Tall Man

              例如…如果有人说他们是个高个子

              you can send them to the page where you offer clothes for Tall Men.

              您可以将其发送到为“高个子男人”提供衣服的页面。

              If they are

              如果是

              a Petite Woman you can send them to a pager where you offer clothes for Petite

              一个身材娇小的女人,您可以将它们发送到传呼机,在这里为您身材娇小的衣服

              Women.

              女人。

              LogicGates are extremely simple to set up and, just like Custom Forms, you can

              LogicGate的设置非常简单,就像“自定义表单”一样,您可以

              easily control all aspects of how the form looks.

              轻松控制表单外观的各个方面。

              Also like Custom Forms, you

              就像自定义表单一样,您

              do not need to have any special HTML or programming skills to create LogicGates

              无需具备任何特殊的HTML或编程技能即可创建LogicGates

              or to put them on your website.

              或将它们放在您的网站上。

              Event Triggers

              事件触发器

              Event Triggers can be connected to either Custom Forms or to LogicGates.

              事件触发器可以连接到“自定义窗体”或LogicGate。

              Event

              活动

              Triggers allow you to respond to your customer or prospect other than simply

              触发器使您不仅可以简单地对客户或潜在客户做出回应

              sending them to another page or form.

              将其发送到另一个页面或表单。

              Event Triggers allow you to take specific

              事件触发器可让您进行特定操作

              actions such as:

              动作,例如:

              * Send an Email to the Customer

              *发送电子邮件给客户

              * Send an Email to yourself

              *发送电子邮件给自己

              * Send a Text Message to the Customer

              *发送短信给客户

              * Send a Text Message to yourself

              *发短信给自己

              * Start an Email Marketing Campaign to the Customer

              *向客户发起电子邮件营销活动

              * Start a Text Messaging Campaig to the Customer

              *开始向客户发送短信Campaig

              * Send a Voice Mail Message to the Customer

              *发送语音邮件给客户

              * Change data in the CRM Record for the Customer

              *为客户更改CRM记录中的数据

              * All of the above in any combination

              *以上所有内容均可组合

              Event Triggers are also very simple to set up.

              事件触发器的设置也非常简单。

              You do not need any programming

              您不需要任何编程

              skills or experience to create and use Event Triggers.

              创建和使用事件触发器的技能或经验。

              Email Newsletters

              电子邮件通讯

              ApricotRocket creates beautiful emails and delivers them with great efficiency.

              ApricotRocket可以创建精美的电子邮件,并高效地发送它们。

              ApricotRocket offers a very intuitive and powerful Email Newsletter creation and

              ApricotRocket提供了非常直观且功能强大的电子邮件新闻稿创建和

              management system.

              管理系统。

              Lots of Templates are provided to select from and it is easy

              提供了许多模板供您选择,很容易

              to take a Template and customize it with your own images and text and links.

              制作模板并使用您自己的图像,文本和链接对其进行自定义。

              Once

              一次

              you have created your newsletters you can connect them into a sequence of

              您已经创建了新闻通讯,可以将其连接到一系列

              Email Campaigns.

              电子邮件活动。

              Email Newsletters and Email Campaigns can be sent to groups of

              电子邮件通讯和电子邮件活动可以发送到

              people in your CRM Database or they can be automatically sent using Event Triggers

              CRM数据库中的人员,或者可以使用事件触发器自动将其发送

              based on the actions your visitors take when they fill out Custom Forms or

              根据访问者填写自定义表单或
              时采取的措施

              LogicGates.

              LogicGates。

              Every message sent is tracked through our system and we show whether or not it was

              每条发送的邮件都会通过我们的系统进行跟踪,并显示是否为

              delivered, opened, clicked, bounced, unsubscribed, or reported as spam.

              传递,打开,点击,退回,取消订阅或报告为垃圾邮件。

              Our

              我们的

              system automatically flags messages that are unsubscribed or reported as spam and

              系统会自动标记取消订阅或报告为垃圾邮件的邮件,

              you do not have to worry about removing them.

              您不必担心删除它们。

              We automatically take care of this

              我们会自动处理此问题

              for you.

              为了你。

              Our statistics programming is very intuitive and comprehensive.

              我们的统计程序非常直观和全面。

              When someone clicks on a link in an Email you know who and if you want to we can

              当某人单击电子邮件中的链接时,您会知道谁以及是否愿意我们

              send you an email or a text message when this happens.

              发生这种情况时,向您发送电子邮件或短信。

              Also, when they click on

              另外,当他们点击

              a link you can use the Email Click Trigger system just like the Event Trigger to

              链接,您可以使用“电子邮件点击触发”系统,就像事件触发到

              do the same things that Event Triggers can do.

              做事件触发器可以做的事情。

              Custom Data Fields

              自定义数据字段

              No CRM Database comes out of the box with all of the data fields that every

              没有CRM数据库随便提供所有每个字段的数据字段

              business needs.

              业务需求。

              Each business is unique and while we have a lot of standard data

              每个业务都是唯一的,尽管我们有很多标准数据

              fields we also make it very easy and intuitive for you to create new data fields

              字段,我们还使您可以轻松,直观地创建新的数据字段

              and add them to your CRM Database.

              并将它们添加到您的CRM数据库。

              Create as many new data fields as you need for

              根据需要创建任意数量的新数据字段

              your business.

              您的业​​务。

              After you create new data fields you can select them when you create a new Custom

              创建新的数据字段后,您可以在创建新的“自定义”时选择它们

              Form.

              形成。

              This makes it very easy for you to create truly Custom Forms designed

              这使您可以轻松创建真正设计的自定义表单

              specifically for your business.

              专为您的业务。

              When someone fills out a Custom Form the

              当有人填写自定义表格时,

              information you collect goes directly into your database.

              您收集的信息将直接进入数据库。

              Seamlessly integrated

              无缝集成

              and without any hassle.

              并没有任何麻烦。

              This is the easiest way to manage your data that there

              这是在那里管理数据的最简单方法

              is anywhere.

              在任何地方。

              Once you have added new data fields they show up automatically in the Search

              添加新的数据字段后,它们会自动显示在搜索中

              process.

              处理。

              This means that you can immediately start searching your CRM Database

              这意味着您可以立即开始搜索您的CRM数据库

              for exactly the customers that you need to find.

              正是您需要找到的客户。

              Pricing

              定价

              We are proud of our pricing system.

              我们为我们的定价系统感到自豪。

              Free up to 100

              免费充值100

              We offer everything (except SMS Text Messaging) free to anyone using

              我们向使用以下内容的任何人免费提供一切(短信短信除外)

              ApricotRocket for FREE… up to a database of 100 records.

              ApricotRocket是免费的…多达100条记录的数据库。

              The reason that we

              我们之所以

              cannot include SMS Text Messaging is that we incur a delivery charge for each

              不能包含SMS短信是因为我们要为每个短信收取递送费用

              message and therefore we cannot include SMS Text Messaging on the FREE accounts.

              消息,因此我们不能在免费帐户中包含短信。

              All of the other features are available for free… just like for any of our

              所有其他功能都是免费提供的……就像我们的任何
              一样

              Upgraded clients.

              升级的客户端。

              60 Day Money Back Guarantee

              60天退款保证

              We also offer a 60 Day Money Back Guarantee.

              我们还提供60天退款保证。

              This means that when you decide to

              这意味着当您决定

              Upgrade to one of our Paid Subscription Levels you have the confidence of knowing

              升级到我们的付费订阅级别之一,您就有信心知道

              that if you ever decide to quit you can request the last 2 monthly fees as a

              这样,如果您决定退出,可以要求最近的2个月的费用作为

              refund if you wish.

              如果需要,可以退款。

              We trust that our clients will love our system and we place our trust in our

              我们相信客户会喜欢我们的系统,因此我们将信任放在我们的

              software.

              软件。

              If it is not something that you feel was worth your investment we do

              如果您觉得这不值得您投资,我们会这样做

              not want to take your money.

              不想拿走你的钱。

              Simple.

              简单。

              No questions asked… just fill out a form

              没问题…只需填写表格

              on our system requesting a refund and we will cancel your account and refund

              在我们的系统上要求退款,我们将取消您的帐户并退款

              your last 2 payments.

              您最近的两次付款。

              Upgrade Options

              升级选项

              We offer a variety of Upgrade Options.

              我们提供了多种升级选项。

              When you reach a limit you can simply

              当您达到极限时,您可以

              to the next level and pay the fee.

              到下一个级别并支付费用。

              If your database reaches a limit you will be

              如果您的数据库达到限制,您将

              unable to add new records either by uploading records or by people filling out

              无法通过上传记录或填写人员来添加新记录

              a form on your website.

              您网站上的表格。

              We send you notifications when this is the case so that

              在这种情况下,我们会向您发送通知,以便

              you can upgrade and avoid loosing out on growing your database.

              您可以进行升级,并避免因扩展数据库而松懈。

              Email and SMS Text Limits

              电子邮件和SMS文本限制

              We do offer a limit on the # of emails you can send and the # of sms text messages

              我们确实限制了您可以发送的电子邮件数量和短信的数量

              that you can send each month.

              您可以每月发送一次。

              The reason is that we incur costs for the delivery

              原因是我们要承担送货费用

              of these messages and we have to make sure that we are covering our costs.

              这些消息中,我们必须确保我们能够承担费用。

              We

              我们

              are sure that you understand.

              确保您了解。

              Support

              支持

              We have built our system to be incredibly intuitive.

              我们构建的系统非常直观。

              In fact, we think that it

              实际上,我们认为它

              may be the most intuitive Marketing Automation tool on the market today.

              可能是当今市场上最直观的营销自动化工具。

              Video Tutorials

              视频教程

              If you are using the Free service we provide you with a growing library of video

              如果您使用的是免费服务,我们将为您提供不断增长的视频库<​​br />

              tutorials that we have created to try and cover every aspect of the system that

              我们创建的教程试图覆盖系统的各个方面,

              we think you may need some help with.

              我们认为您可能需要一些帮助。

              Client Support Options

              客户端支持选项

              If you are a Paying Client we are delighted to answer your questions by either

              如果您是付费客户,我们很乐意通过以下任一方式回答您的问题

              email or phone.

              邮件或者电话。

              Phone support is limited to the hours of 8-5pm Central Time.

              电话支持仅限于中部时间8-5pm。

              Email support is available 24 – 7 and we typically respond within a few minutes

              电子邮件支持服务时间为24 – 7,我们通常会在几分钟内回复

              to a few hours.

              几个小时。

              Our Phone Support # is 214-772-6854.

              我们的电话支持号码是214-772-6854。

安装步骤

[Download the plugin] (http://apricotrocket.com/wp-content/uploads/2015/11/apricotrocket-plugin.zip)

[下载插件](http://apricotrocket.com/wp-content/uploads/2015/11/apricotrocket-plugin.zip)

Install it on your Word Press website

在您的Word Press网站上安装它

Click on the “Apricot Rocket” menu selection in the left menu on the dashboard

点击信息中心左侧菜单中的“杏子火箭”菜单选择

Create an Account with ApricotRocket.com

使用ApricotRocket.com创建帐户

Login to your Account

登录到您的帐户

You can manage your ApricotRocket Account without leaving your Word Press dashboard

您可以在不离开Word Press仪表板的情况下管理ApricotRocket帐户

下载地址
https://downloads.wordpress.org/plugin/apricot-rocket-crm.2.0.zip
-EOF-

AI助手支持GPT4.0