☰ Cov ntsiab lus

General Settings (DT)

Base neeg siv

Hauj lwm

Ib Tus Neeg Siv Hauv Paus yog tus ntes-txhua tus account rau cov neeg zov menyuam ntsuag thiab lwm cov ntaub ntawv khaws cia rau. Thaum kev sib cuag raug tsim, piv txwv li, los ntawm kev sib koom ua ke ntawm lub vev xaib, cov kev sib cuag yuav raug muab rau Tus Neeg Siv Khoom los ntawm lub neej ntawd. Txhawm rau ua Tus Neeg Siv Khoom, tus neeg siv yuav tsum yog Tus Thawj Coj, Dispatcher, Multiplier, Digital Responder, lossis Strategist.

Yuav nkag li cas:

  1. Nkag mus rau admin backend los ntawm nias rau ntawm iav nyob rau sab xis saum toj thiab ces nias Admin.
  2. Nyob rau sab laug tes, xaiv Settings (DT).
  3. Scroll cia rau hauv seem npe Base User.
  4. Txhawm rau hloov tus neeg siv lub hauv paus, nyem lub npov dropdown thiab xaiv tus neeg siv sib txawv, tom qab ntawd nyem Update

Email Chaw

Hauj lwm

Thaum koj Disciple.Tools Piv txwv li xa tawm cov kab ke email rau cov neeg siv, xws li "Hloov tshiab ntawm Hu rau # 231" nws yuav suav nrog tib kab lus pib rau txhua tus email. Qhov no yog li koj cov neeg siv yuav tuaj yeem paub sai sai tias hom email nws yog dab tsi.

Yuav nkag li cas

  1. Nkag mus rau admin backend los ntawm nias rau ntawm iav nyob rau sab xis saum toj thiab ces nias Admin.
  2. Nyob rau sab laug tes, xaiv Settings (DT).
  3. Scroll cia rau hauv seem npe Email Settings.
  4. Txhawm rau hloov lub neej ntawd los ntawm "Cov cuab yeej cuab tam" mus rau lwm kab lus, ntaus ntawv hauv lub thawv thiab nyem Update.

Hauv qhov piv txwv no, cov kab lus pib xaiv yog "DT CRM". Yog tias koj ua haujlwm hauv cheeb tsam kev nyab xeeb, xav txog kev siv cov kab lus uas yuav tsis ua rau koj muaj teeb meem ua haujlwm vim email cov kab ntawv tsis raug encrypted.

System Email Subject Line

Kev ceeb toom ntawm qhov chaw

Hauj lwm

Cov neeg siv tuaj yeem hloov lawv Cov Ntawv Ceeb Toom Hauv Qhov Chaw hauv lawv tus kheej Profile Chaw, tab sis koj muaj peev xwm dhau qhov no ntawm no. Cov thawv uas raug txheeb xyuas yog hom ntawv ceeb toom uas txhua tus Disciple.Tools tus neeg siv yuav tsum tau txais los ntawm Email thiab / lossis Web (lub tswb ceeb toom Ceeb toom Bell) Unchecked boxes txhais tau hais tias tus neeg siv yuav muaj kev xaiv seb lawv puas xav tau txais hom ntawv ceeb toom ntawd lossis tsis.

Yuav nkag li cas:

  1. Nkag mus rau admin backend los ntawm nias rau ntawm iav nyob rau sab xis saum toj thiab ces nias Admin.
  2. Nyob rau sab laug tes, xaiv Settings (DT).
  3. Scroll cia rau hauv seem npe Site Notifications.

Hom Kev Ceeb Toom Ntawm Qhov Chaw:

  • Newly Assigned Contact
  • @Mentions
  • Cov lus tshiab
  • Yuav tsum tau hloov tshiab
  • Hloov ntaub ntawv tiv tauj
  • Hu rau Milestones thiab Pawg Kev Ntsuas Kev Noj Qab Haus Huv

Hloov Kho Cov Ntsiab Lus Tseem Ceeb

Hauj lwm

Txhawm rau tiv thaiv cov neeg nrhiav los ntawm kev poob ntawm cov kab nrib pleb, Disciple.Tools yuav ceeb toom rau cov neeg siv thaum Hu Cov Ntaub Ntawv thiab Cov Ntaub Ntawv Pab Pawg xav tau hloov kho.

Yuav nkag li cas:

  1. Nkag mus rau admin backend los ntawm nias rau ntawm iav nyob rau sab xis saum toj thiab ces nias Admin.
  2. Nyob rau sab laug tes, xaiv Settings (DT).
  3. Scroll cia rau hauv seem npe Update Needed Triggers.

Muaj mob

Koj tuaj yeem hloov kho qhov zaus (los ntawm pes tsawg hnub) uas cov lus no yuav cia li tshwm sim nyob rau hauv kev sib cuag nrog rau qhov chaw nyob ntawm lawv Txoj Kev Seeker (piv txwv li Thawj Lub Rooj Sib Tham Ua tiav). Koj kuj hloov cov lus uas yuav tshwm sim hauv cov lus. Nco ntsoov nias Save mus thov kev hloov pauv.

Piv txwv li, tus neeg siv tau ua tiav thawj lub rooj sib tham nrog kev sib cuag thiab sau tseg tias nyob rau hauv Cov Ntaub Ntawv Tiv Thaiv. Yog tias tus neeg siv tsis hloov kho cov ntaub ntawv no tom qab xaiv cov hnub, ces tus neeg siv yuav tau txais kev ceeb toom nyob rau hauv Cov Ntaub Ntawv Tiv Thaiv. Tsis tas li ntawd, Cov Ntaub Ntawv Tiv Thaiv no yuav raug teev nyob rau hauv Cov Lim Lim hauv qab Update Needed. Qhov no yuav pab Multipliers ua ntej lawv cov neeg sib cuag thiab muab kev nkag siab ntawm kev lav phib xaub. Tus Dispatcher lossis DT Admin tuaj yeem saib xyuas qhov kev lav phib xaub kom paub tseeb tias Cov Neeg Sib Tw tau hloov kho lawv Cov Ntaub Ntawv Tiv Thaiv rau qhov pom zoo raws sijhawm.

Ib qho kev hloov tshiab tsim raws li kev hloov pauv rau qhov Hu rau Cov Ntaub Ntawv uas yuav tau sau rau hauv Tawm tswv yim/Kev ua ub no.

Nco ntsoov nyem lub thawv Update needed triggers enabled yog tias koj xav kom cov neeg siv tau txais cov lus ceeb toom no.

Cov pawg lwm

Koj tuaj yeem hloov kho qhov zaus (los ntawm pes tsawg hnub) uas cov lus no yuav cia li tshwm sim txij li lub sijhawm kawg ntawm Pawg Cov Ntaub Ntawv tau hloov kho. Koj kuj hloov cov lus uas yuav tshwm sim hauv cov lus.

Ib qho kev hloov tshiab tsim raws li kev hloov pauv rau qhov Pawg Cov Ntaub Ntawv uas yuav tau sau rau hauv Tawm tswv yim/Kev ua ub no.

Nco ntsoov nyem lub thawv Update needed triggers enabled yog tias koj xav kom cov neeg siv tau txais cov lus ceeb toom no.

Pab pawg pobzeb nyiam

Ntawm no koj tuaj yeem xaiv yog tias koj xav tau qee cov vuas kom pom lossis tsis. Cov vuas tam sim no uas xaiv tau yog:

  • Lub Koom Txoos Metrics
  • Plaub teb

Yog tias koj hloov pauv, los ntawm ticking lossis un-ticking qhov kev xaiv, xyuas kom koj nyem qhov Save khawm ntawm sab xis kom ntseeg tau tias cov kev hloov pauv tau ua tiav.

Cov neeg siv pom kev nyiam

Xaiv tus Neeg Siv Lub Luag Haujlwm uas tuaj yeem saib tag nrho lwm cov cuab yeej Cov Neeg Siv Khoom siv npe.

  • Lub tswv yim
  • Digital Teb
  • Partner
  • Disciple.Tools admin
  • Ntau
  • Sau npe
  • Tus Neeg Siv Khoom
Ntu Cov Ntsiab Lus
Hloov kho zaum kawg: Plaub Hlis 9, 2022