Marketing Users

Marketing users are the objects that can be marketed, and they are also the OneID subject in the omni-channel identity. Marketing staff can directly use the stored data in CRM for marketing operations. The menus such as leads, accounts, and contacts under marketing users refer to the link in CRM and is consistent with the access data in CRM. By default, E-Marketing uses six objects in CRM as accounts, contacts, sales leads, WeCom accounts, WeChat users, and members as marketing reach users. In addition, other CRM custom objects can be added for SMS or email marketing touch.

Note that marketing users are controlled by CRM data permissions. Users can only view marketing users that they have permission to access. If you need to open more permissions, you can apply with the system administrator within the company;

1. Marketing staff can view the omni-channel identity relationship of relevant marketing users in [Marketing Users] - [User Summary], find marketing user conversion records, and integrate marketing user WeChat fans-leads-accounts-contacts-member identity information;

You can check whether each marketing user has currently followed the WeChat official account, whether it has been converted into account, contacts, and associated sales leads;

You can view all the interactive behavior records of each marketing user;

A marketing user refers to a subject with a unique identity. For example, marketing user Xiao Wang, his associated identities include lead 1, lead 2, WeChat follower 1, WeCom account 1, account 1, account 2, contacts 1, member 1, and others custom objects.

How to link these identities is explained below. By default, marketing users associate the same identity with their mobile phone number, followed by the unionid of the WeChat system, and finally other actions before and after. After the association, the behavior data displayed by the marketing dynamics of all associated objects will be consolidated and displayed, and all tag data share a set of tags (synchronously updated).

For example, when user A submits the form, he submits the lead L1 for the first time, and if there is no marketing user with the current mobile phone number, a new marketing user M1 will be created based on the mobile phone number information, and the lead and marketing user will be associated with M1-L1 by default. The customer submits the form for the second time to generate lead L2. At this time, the mobile phone number is found to be associated with the marketing user M1. At this time, the lead L2 is directly associated with the marketing user M1. Currently, the marketing user M1 is associated with L1 and L2. . As long as the clues with the same mobile phone number are submitted in the later stage, they will be associated with this marketing user. The labels displayed on the associated objects are all set, and the addition and deletion of labels will be synchronized.

Marketing Link is bound to the official account, corporate WeChat, and when the visitor first visits the mini program, it will be synchronized to the corresponding fans, external customers, and visitor information. For example, if the official account is first bound, since the initial synchronization data of the official account fans does not have a mobile phone number, and there is no query marketing user, a new marketing user will be created for each fan object and associated with the fan object. For example, fan F1 is associated with marketing user M2. Later, the content is sent to user A through the applet. When user A accesses the applet, authorization processing will be performed to generate the applet visitor V1. At this time, the applet unionid of user A will be obtained, and the previously synchronized fan data and Qiwei customers will be queried. Data, if the data that has been synchronized before has the same data as the unionid and this user, it will associate the current Mini Program user V1 to the original M2. At this time, the identity of the Mini Program user and the fan data of the official account will be connected, and the realization will be realized. Marketing user M2 is associated with visitor V1 and fan F1. In the same way, after the follow-up Qiwei customers are bound and the synchronization data comes in, they will first check whether there is the same unionid data in the fans of the official account and the visitors of the mini program. The three identities are connected. The related identities are not affected by the sequence. For example, if you add a friend from Qiwei first, visit the applet later, and become a fan at the end, no matter which object the user adds, it will check whether the other two have the same unionid and follow the association logic.

Scenario 1: The marketing department pushes the registration link of the official account channel to user A. User A submits the mobile phone number registration through this link, and generates a lead L3. Because the mobile phone numbers are the same, L3 will be associated with the earliest M1 marketing by default. , and then because it is a public account link, it will be authorized to get the current user's fan openid by default. Through the fan openid to check the previously synchronized fan data, I found the fan F1. At this time, F1 is associated with the marketing user M2. If it is judged that the current marketing user M1 and the marketing user M2 are the same person, all related data will be updated to M1, and the marketing user M2 will be deleted. At this point, the marketing is completed. User M1 is associated with lead L1, lead L2, lead L3, mini program visitor V1, official account fan F1, and Qiwei customer W1.

Scenario 2: User A generates a clue L4 after submitting a form on the official website and scans the QR code on the official website (official account channel QR code, employee live code) to become a fan F1 or Qiwei customer W1, because the mobile phone number is the same , L4 will associate marketing user M1 by default. At the same time, newly added Qiwei customers or WeChat fans will also be associated with the current marketing user M1.

Scenario 3: After user A submits the form, because the system sets duplicate checking rules, for example, if there is a customer C1 or contact X1 or lead L5 with the same mobile phone number in the CRM, new leads are not allowed, and Marketing Communication will associate the old CRM customers by default C1, based on the current mobile phone number, also found the previous marketing user M1, and will associate historical old customer C1 with marketing user M1. At this time, marketing M1 is associated with clue L1, clue L2, clue L3, mini program visitor V1, official account fan F1 , Qiwei customer W1, customer C1 or X1 or L5

Scenario 4: User A adds a sales enterprise micro friend, which has been associated with the marketing user M1 when the system was synchronized before. When A enterprise micro customer is converted into a new lead L6 or customer C2, or contact X2 in the enterprise micro sidebar , will associate the current conversion object with the previous M1 marketing user by default. , at this time, marketing M1 is associated with lead L1, lead L2, lead L3, mini program visitor V1, official account fan F1, Qiwei customer W1, customer C1 or X1 or L5, lead L6 or customer C2, or contact X2

1. Add WeCom friends first, and then send mini-program promotion materials to current WeChat users through the sidebar of WeCom. After the WeChat user visits, the visitor of the mini-program and the identity of the current WeCom account will be opened by default. The effect is that there are mini-program user access behavior records in WeCom's sidebar marketing moments.

2. The accounts in WeCom are manually created into the accounts, leads, and contacts data in CRM, and the current WeCom account and the newly converted object data identity will be associated by default. At this time, when marking on WeCom or on the object details page, the tags will be synchronized with each other.

By default, E-Marketing can select leads, accounts, contacts, WeChat users (fans), WeCom accounts (WeCom external contacts), and members in CRM as marketing objects for follow-up marketing operations to push SMS emails. However, at present, customers have data related to other custom objects or a batch of mobile phone number mailboxes in preset objects or offline, and they also expect to use them for marketing operations. At this time, the custom marketing user objects of E-Marketing can be used.

Example: A batch of offline mobile phone numbers collected needs to be imported into the system for SMS promotion. The operation steps are as follows:

1. Create a new custom object in the CRM management background (if there is an existing object, please ignore it, such as a business opportunity), the mobile phone number is a field that must be set, if you do not have permission, please contact the CRM administrator to handle it

2. Import data into this custom object in CRM, or it can be connected to standard object API data to be automatically synchronized from other systems

3. Bind the newly created custom marketing user object in [System Settings-Basic Settings] in E-Marketing, and the mobile phone number must be mapped

4. Circle and select the custom object in the target group as the new target group

5. In a certain campaign, select SMS promotion according to the target group, or directly promote it in the SMS promotion module