Internet settings include basic settings (basic information, business plug-ins, template companies), Internet account self-registration, and operation records
The details of the overview interconnection setting information are as follows:
1. Basic Information - Internet Quota
Under the basic information, there is the interconnection company quota information: the current interconnection information shows the number of connected enterprises and the remaining interconnection quota.
Internet quotas are activated after purchase. Including the number of docking enterprises, the number of WeChat users, and channel version quotas (according to different downstream needs, different channel versions can be selected, such as: dealer version, manufacturing dealer version, FMCG dealer version, agent version, and simplified version Etc. If the channel version quota is not used by downstream enterprises for internal business management, they do not need to purchase it.)
It should be noted that even non-paying companies without interconnection quotas can establish interconnection relationships with paid companies by filling in the invitation code of paying companies. Paying company A fills in the invitation code of another paying company B to establish an interconnection relationship. The interconnection quota of A will not be deducted, but the interconnection quota of B will be deducted.
The used records of the channel version can be checked for which downstream companies have been opened, and if the interconnection relationship with the upstream company is terminated, the validity period of the quota of the downstream company will be withdrawn, and it will expire within two weeks, and the downstream can no longer be used unless the bill of lading is activated by itself. Version.
2. Basic Information - Company Name
It mainly sets the name information of the upstream company when viewed by the downstream company, which is generally set as the brand name or abbreviation.
3. Basic Information - Connecting Upstream Enterprises
Connect to upstream companies: After it is enabled, the upstream company tab will be displayed in the interconnection account menu, and an interconnection relationship with upstream companies can be established by inviting a QR code.
4. Basic Information - Invitation Notice
1. Definition of SMS invitation content after opening an Internet account: When an Internet account is opened, an invitation message will be sent to Internet users according to the tenant definition to guide users to bind their accounts to use Internet services.
Display custom signature: All SMS messages sent to downstream users display the signature of the company's SMS platform to help recipient users quickly understand the sender and avoid missing business notification SMS. The activation of SMS customization depends on the enterprise to enable SMS service (see menu: CRM Platform Management-Business Plug-in Management-SMS Service for details).
2. Notification of inviting unactivated Internet users: In the Internet user list, an invitation to bind an inactive user can be initiated. It is generally used after the initialization training is completed.
5. WeChat public account - binding guide settings
After accessing the WeChat service account through the WeChat official account, the information of the service account that has been accessed will be displayed here, and it is supported to enter the service account menu setting and template message setting. At the same time, it supports setting the following guide message of the service account, that is, after the user follows the service account, a guide message will be sent to guide the user to bind the Internet account. Details are as follows:
6. Business plug-in - salesperson opens an Internet account
Salesperson opens Internet account: After the salesperson creates customer contact information (including partners and contacts), the salesperson can also directly create corresponding Internet companies and Internet users, and set corresponding Internet roles for Internet users . No Internet administrator maintenance. Generally, this kind of situation means that the Internet business is reached by the salesman to the downstream enterprise. The details are shown in the figure below.
After enabling the plug-in, the system will perform the following presets, including:
Self-management: Enterprises carry out configuration management independently:
- After successfully enabling the plug-in, a new button [Open Internet account] and [Disable Internet account] will be added on the customer, partner, and contact. The opening process of the Internet account in the future can be upgraded to: a. Create the basic information of customers and contacts in the Internet, then directly open the Internet account, set the Internet role, and then tell his customers how to use the mobile phone number to conduct Internet business, and no longer need to trouble the "third party" IT administrator, who is awkwardly caught in the middle pull.
- The figure below shows the customer list after the plug-in is enabled;
- The figure below shows the contacts after the plug-in is enabled:
- The figure below shows the partner after the plug-in is enabled;
When viewing customer (or partner) details, it can also help the salesman to set up a small component, so that the salesman can keep abreast of the usage of Internet users, see the picture below, partner details
Of course, there will definitely be more scenarios, such as entering the customer (partner) object, and setting the layout and function permissions that your IT administrator wants more through the corresponding button management and layout management, so as to ensure that other personnel of the customer will not affected by this plugin
7. Business plug-in - account update synchronization
After account update synchronization is enabled, the supported parameter settings are as follows:
After enabling [Customer, partner, and contact information deletion and synchronization to Internet companies and Internet users], upstream customer, partner, and contact information will be synchronized to Internet companies and Internet users after deletion.
After enabling [Internet company and Internet user information deletion and synchronization to associated object names (customers, partners, contacts)], the upstream Internet company and Internet user information will be synchronized to the associated customers, partners, and contacts after modification.
By default, [downstream enterprises and employees] will be enabled to synchronize deletions and modifications to Internet enterprises and Internet users
After enabling [Synchronize deletion and modification of upstream Internet companies and Internet users to downstream companies and employees managed by enterprises], deletions and modifications of upstream Internet companies and Internet user information will affect the enterprise information and employee information mapped to the downstream.
After enabling [Automatic deactivation, invalidation, and deletion of recycle bins for Internet companies and Internet users whose associations have expired], upstream customers and contacts will be linked to affect Internet companies and Internet users after they are invalidated.
8. Business plug-in - Internet tourist identity
Used to cover equipment-related business scenarios, such as customer equipment file maintenance, equipment query, equipment inspection, etc.
After the tourist identity is enabled, external users can directly use this Internet application through the official account or fixed address
9. Business plug-in - custom prompts for abnormal login
When an Internet user logs in abnormally, a custom prompt will be given to guide the user to contact the customer for timely processing. If you do not check to block other system prompts, the custom prompts will be strongly displayed, and the standard prompts will be weakly displayed; if you are checked, only the custom prompts will be displayed, and the standard prompts will not be displayed.
10. Template enterprises
When the upstream enterprise opens the third quota of interconnection quota - channel quota, template enterprise management will appear, and the template enterprise is mainly used to help the upstream batch manage the configuration of downstream enterprises. After the template enterprise is created, the administrator logs in to the template enterprise, and in [Management Channel > Interconnection Management > Configuration Package Management], the system and configuration of the enterprise can be packaged in batches to downstream enterprises.
Generally, an upstream company can only manage one template company.
The creation process of the template enterprise is the same as that of the docking enterprise.