How to set up Facebook integration
A similar algorithm of actions. Start by connecting your Facebook ad account to the Digital Funnel. Now every client who gets to this stage of the transaction will see exactly this ad on Facebook.
How to set up integration with VKontakte
To include a client in an advertising campaign, you need to connect the advertising account on VKontakte to the Digital Funnel. Now every client who gets to this stage of the transaction will see this particular ad.
How to set up integration with Mailchimp (bulk emails)
To automatically add a customer to Mailchimp, select the stage at which the customer should be added to the mailing list. Now each client will be assigned to your Mailchimp companies after being transferred to the stage you set. For example, you move a client to the "Commercial offer sent" stage, he is added to your Mailchimp company and receives an email about additional benefits of working with you.
How to set up email integration
To do this, you need to connect your mail to amoCRM in the "Mail" section, integration takes place via IMAP and SMTP protocols. In the "Mail" section, you can create email templates that you want to send to customers at different stages of the transaction. Next, in the Digital Funnel, select the desired stage, upon transition to which the client will receive an automatic email. Here you can also configure the template and the sender.
How to set up integration with Google Analytics
To correctly set up integration with Google Analytics, you need to be logged into a Google account with connected analytics. Select the sales stage you need for analysis and enable sending data to Analytics (the following data is sent: transaction, item, event, pageview). After the transaction reaches the stage you specified, the system will send information about the sale to the analytics, and you will be able to track the conversion using analytics tools.
How to set up integration with chats (Facebook and Telegram)
In order for chat correspondence to be automatically loaded into CRM, you need to configure the following integration. Now all correspondence will be automatically "pulled up" to your account in amoCRM.
How to set up integration with Salesbot?
Salesbot allows you to automatically connect with customers through social networks and accumulate data. For example, if a client asked a question on social networks, Salesbot can check his phone number and email, and, having received an answer automatically, create a deal and a contact. Also, Salesbot can automatically send messages after changing the stage of the sale, this is configured similarly to automatic letters from the mail.
How to automatically move a deal to another stage?
To automatically transfer a transaction to a new stage, you need to set the condition by which this transition will be programmed. For example, a client wrote to you in a chat to clarify the terms of delivery. Having fixed this action, the system will automatically transfer the transaction to the "There is interest" stage. Now, after the occurrence of these events, deals will immediately go to the stage you specified.
What actions can lead to a change in the stage of the transaction automatically?
The system can automatically change the stage of the transaction based on the results of the following actions: a call from a client, a letter from a client, a repeated visit to the site by a client, activity in an online chat, and also if you send an event via the API with your self-written integration.
How can the system write to the client without the participation of the manager?
Our Digital Funnel can write to the client when moving the transaction to a certain stage. Messages can be sent by mail or to a social network. To connect, you need to connect the appropriate method in the Digital Funnel to this stage. For example, if your employee moved the transaction to the "Customer received the goods" stage, the system can automatically write an email using the "Thank you for the purchase" template.
At what tariff is Digital Funnel connection available?
Automated actions of the Digital Funnel are available with an advanced plan. You can connect chats already on the basic tariff.