{"data":{"id":"1071","string_id":"2pLCXN","status":"1","parent_id":"0","slug":"2pLCXN","order":"7","name":"07 Assets","type":"1","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","author":"","published_time":"1679304057","add_time":"1679304057","update_time":"1730288995","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","tags":[],"child":[{"id":"1072","string_id":"kSJsMC","status":"1","parent_id":"1071","slug":"kSJsMC","order":"0","name":"Contacts","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304057","add_time":"1679304057","update_time":"1730288995","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1071\"]","content":{"content_id":"1072","content":"

1. Inroduction<\/h1>\n\n\n\n
In this module, you can view users\u2019 information, including cell phone number, email address, channel source, visitor tags, etc. And you can also chat back, send group messages, send group emails and tag users to help you better manage users and make marketing plans for them.<\/p>\n\n\n\n

2. Instruction<\/h1>\n\n\n\n

2.1 Active Customers<\/h2>\n\n\n\n
Active customers are filtered from the total number of customers with email or mobile numbers, and also include Messenger, Telegram, Instagram, Line, WhatsApp and third-party users.<\/p>\n\n\n\n

2.1.1 View data<\/h3>\n\n\n\n
See which users have placed orders, have not placed orders, have messages, etc.<\/li><\/ul>
\u2460 Customers with conversations: it refers to the users who have communicated.\u2461 Customers with orders: it is only for independent site merchants, referring to the data of users who have placed orders on the independent site.\u2462 Customers with no orders: it refers to the users who have not placed orders.<\/p>\n\n\n\n
Note:<\/strong> All active customers are equal to the sum of customers who have placed orders and those who have not placed orders<\/p>\n\n\n\n
<\/p>
2.1.2 View user information<\/h3>\n\n\n\n
In this part, you can view user\u2019s name, channel, channel information, email, mobile number, country\/region, city, language, visitor tags, status, notes, number of orders placed, number of sessions, number of messages, etc.<\/p>\n\n\n\n
<\/p>
Of course, you can also customize the display columns by selecting the categories of information you want to display at the information columns.<\/p>\n\n\n\n
<\/p>
2.1.3 Filter users<\/h3>\n\n\n\n
You can filter users according to creation time, channel, name, email, cell phone number, country\/region, visitor tag, note, status, quickly locate your target group, and it is convenient for you to send group message, group email, tag and export user information to them. You can also use advanced filtering to find your target customers.<\/p>\n\n\n\n
<\/p>
2.1.4 Import and export user information<\/h3>\n\n\n\n
\u2460 You can import users\u2019 information to [Contacts] in bulk to manage your users easily. Before importing, you can download the Excel template provided by us and modify it according to the tips in the template; during the importing process, you can choose \u201cExcel\u201d or \u201cCopy and Paste\u201d to import, and you can also choose to add tags to help you better manage these users; if the import fails, you need to modify it on Excel according to the prompt message and import again. These users; if the import is prompted to fail, you need to modify the message on Excel according to the prompt and import again. Note: SaleSmartly temporarily supports importing up to 20,000 users at a time.<\/p>\n\n\n\n
<\/p>
\u2461 You can also export user information and support exporting up to 2000 pieces of data at one time, if the number of checkboxes exceeds 2000, only the last 2000 pieces will be exported.<\/p>\n\n\n\n
2.1.5 Talk back<\/h3>\n\n\n\n
You can click on a user\u2019s \u201cname\u201d to view chat details and basic information about the user, and click on \u201ctalk back\u201d to open a conversation.<\/p>\n\n\n\n
<\/p>
2.1.6 Group messaging and email<\/h3>\n\n\n\n
Bulk messaging<\/strong><\/li><\/ul>
In the user information field, check the users you want to send a group message to, click \u201cGroup Message\u201d to display the number of contacts you can send to, and then edit the message content, which can be text, images and attachments or a combination of these three types. If the contact you want to send a group message to is from a Messenger channel, you need to select the message tag.<\/p>\n\n\n\n
<\/p>
Bulk email<\/strong><\/li><\/ul>
In the user information column, you can check the users you want to send emails to, click \u201cMass Email\u201d, go in and set email title, choose email template, edit content, etc. After setting, click \u201cCreate and Execute\u201d. After sending, you can check the sent data in [ Campaigns ] \u2013 [ Email ].<\/p>\n\n\n\n
<\/p>
2.1.7 Tagging<\/h3>\n\n\n\n
In the user information column, check the users you want to send emails to, click \u201cTag\u201d, check the tags you want to tag, you can select more tags, and choose \u201cAppend Tags\u201d and \u201cOverwrite Tags\u201d. It should be noted that \u201cAppend Label\u201d will not affect the existing labels, only the new labels will be added; Override Label\u201d will add the selected labels to the customers, and the other labels will be cleared.<\/p>\n\n\n\n
<\/p>
2.2 All customers<\/h2>\n\n\n\n
\u201cAll customers\u201d are all users who have opened the chat plugin or communicated with the social media numbers (Email, Instagram, Line, WhatsApp, etc.) tied to SaleSmartly.<\/p>\n\n\n\n
The functions in this part are similar to those under the [Active Customer] module, and both have the following functions, such as tagging, bulk messaging and email.<\/p>\n\n\n\n
In addition, in this part, it helps you to view real-time visitors.<\/p>\n\n\n\n
Users who have only opened the chat plugin, even if they have not sent messages, can still view their messages at [ All Customer ], and can choose to talk back to them, send bulk emails, send bulk messaging, etc.<\/p>\n\n\n\n
<\/p>
3. \u5e38\u89c1\u95ee\u9898<\/h1>\n\n\n\n
1\uff09 Q\uff1aWhen checking users, I clearly checked the box next to \u201cName\u201d and selected the users, but when I export the user information, there are only 20 users instead of all users? What is the problem?<\/p>\n\n\n\n
A\uff1aIf you want to check all users, you can click \u201cCheck all XX customers\u201d at the bottom to check all users. When you check the box next to \u201cName\u201d, you only check all users on a page, not all users. Detailed description of the function is as follows.<\/p>\n\n\n\n
<\/p>
2\uff09 Q\uff1aHow often is the data of user information updated?<\/p>\n\n\n\n
A\uff1aReal-time updates. But the data (customers with conversations, customers with orders, customers without orders, etc.) are updated once an hour.<\/p>","pure_content":"1. Inroduction\n\n\n\nIn this module, you can view users\u2019 information, including cell phone number, email address, channel source, visitor tags, etc. And you can also chat back, send group messages, send group emails and tag users to help you better manage users and make marketing plans for them.\n\n\n\n2. Instruction\n\n\n\n2.1 Active Customers\n\n\n\nActive customers are filtered from the total number of customers with email or mobile numbers, and also include Messenger, Telegram, Instagram, Line, WhatsApp and third-party users.\n\n\n\n2.1.1 View data\n\n\n\nSee which users have placed orders, have not placed orders, have messages, etc.\u2460 Customers with conversations: it refers to the users who have communicated.\u2461 Customers with orders: it is only for independent site merchants, referring to the data of users who have placed orders on the independent site.\u2462 Customers with no orders: it refers to the users who have not placed orders.\n\n\n\nNote: All active customers are equal to the sum of customers who have placed orders and those who have not placed orders\n\n\n\n2.1.2 View user information\n\n\n\nIn this part, you can view user\u2019s name, channel, channel information, email, mobile number, country\/region, city, language, visitor tags, status, notes, number of orders placed, number of sessions, number of messages, etc.\n\n\n\nOf course, you can also customize the display columns by selecting the categories of information you want to display at the information columns.\n\n\n\n2.1.3 Filter users\n\n\n\nYou can filter users according to creation time, channel, name, email, cell phone number, country\/region, visitor tag, note, status, quickly locate your target group, and it is convenient for you to send group message, group email, tag and export user information to them. You can also use advanced filtering to find your target customers.\n\n\n\n2.1.4 Import and export user information\n\n\n\n\u2460 You can import users\u2019 information to [Contacts] in bulk to manage your users easily. Before importing, you can download the Excel template provided by us and modify it according to the tips in the template; during the importing process, you can choose \u201cExcel\u201d or \u201cCopy and Paste\u201d to import, and you can also choose to add tags to help you better manage these users; if the import fails, you need to modify it on Excel according to the prompt message and import again. These users; if the import is prompted to fail, you need to modify the message on Excel according to the prompt and import again. Note: SaleSmartly temporarily supports importing up to 20,000 users at a time.\n\n\n\n\u2461 You can also export user information and support exporting up to 2000 pieces of data at one time, if the number of checkboxes exceeds 2000, only the last 2000 pieces will be exported.\n\n\n\n2.1.5 Talk back\n\n\n\nYou can click on a user\u2019s \u201cname\u201d to view chat details and basic information about the user, and click on \u201ctalk back\u201d to open a conversation.\n\n\n\n2.1.6 Group messaging and email\n\n\n\nBulk messagingIn the user information field, check the users you want to send a group message to, click \u201cGroup Message\u201d to display the number of contacts you can send to, and then edit the message content, which can be text, images and attachments or a combination of these three types. If the contact you want to send a group message to is from a Messenger channel, you need to select the message tag.\n\n\n\nBulk emailIn the user information column, you can check the users you want to send emails to, click \u201cMass Email\u201d, go in and set email title, choose email template, edit content, etc. After setting, click \u201cCreate and Execute\u201d. After sending, you can check the sent data in [ Campaigns ] \u2013 [ Email ].\n\n\n\n2.1.7 Tagging\n\n\n\nIn the user information column, check the users you want to send emails to, click \u201cTag\u201d, check the tags you want to tag, you can select more tags, and choose \u201cAppend Tags\u201d and \u201cOverwrite Tags\u201d. It should be noted that \u201cAppend Label\u201d will not affect the existing labels, only the new labels will be added; Override Label\u201d will add the selected labels to the customers, and the other labels will be cleared.\n\n\n\n2.2 All customers\n\n\n\n\u201cAll customers\u201d are all users who have opened the chat plugin or communicated with the social media numbers (Email, Instagram, Line, WhatsApp, etc.) tied to SaleSmartly.\n\n\n\nThe functions in this part are similar to those under the [Active Customer] module, and both have the following functions, such as tagging, bulk messaging and email.\n\n\n\nIn addition, in this part, it helps you to view real-time visitors.\n\n\n\nUsers who have only opened the chat plugin, even if they have not sent messages, can still view their messages at [ All Customer ], and can choose to talk back to them, send bulk emails, send bulk messaging, etc.\n\n\n\n3. \u5e38\u89c1\u95ee\u9898\n\n\n\n1\uff09 Q\uff1aWhen checking users, I clearly checked the box next to \u201cName\u201d and selected the users, but when I export the user information, there are only 20 users instead of all users? What is the problem?\n\n\n\n A\uff1aIf you want to check all users, you can click \u201cCheck all XX customers\u201d at the bottom to check all users. When you check the box next to \u201cName\u201d, you only check all users on a page, not all users. Detailed description of the function is as follows.\n\n\n\n2\uff09 Q\uff1aHow often is the data of user information updated?\n\n\n\n A\uff1aReal-time updates. But the data (customers with conversations, customers with orders, customers without orders, etc.) are updated once an hour.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304057","update_time":"1679304425"},"pure_content":"1. Inroduction\n\n\n\nIn this module, you can view users\u2019 information, including cell phone number, email address, channel source, visitor tags, etc. And you can also chat back, send group messages, send"},{"id":"1073","string_id":"6mmuqs","status":"1","parent_id":"1071","slug":"6mmuqs","order":"0","name":"Labels","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304057","add_time":"1679304057","update_time":"1730288995","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1071\"]","content":{"content_id":"1073","content":"
1. Introduction<\/h1>\n\n\n\n
With this feature, you can add and manage visitor tags for quick targeting of your target audience based on visitor tags in subsequent operations (e.g. mass emails).<\/p>\n\n\n\n
2. Instruction<\/h1>\n\n\n\n
2.1 Add tags<\/h3>\n\n\n\n
\u2460 In [Assets] \u2013 [Labels], click \u201cAdd Tags\u201d, enter the tag name to generate a new tag; if you want to delete the tag, move your mouse to the tag you want to delete, the \u201ctrash can\u201d icon will appear, click the icon to delete the tag.<\/p>\n\n\n\n
<\/p>
\u2461 At [Message Interaction] \u2013 [Online Chat], go to the chat interface, view the user information, and click \u201d Guest Tags\u201d to add the visitor to the existing tags or new tags.<\/p>\n\n\n\n
<\/p>
2.2 Tagging<\/h3>\n\n\n\n
In [Assets] \u2013 [Contacts], click \u201cTag\u201d to tag users with bulk guest tags, and you can select \u201cAdd tags\u201d or \u201d Overlay tags\u201d. It should be noted that tag adding will not affect the existing tags, and it will only create the new tags; overlaying tags will tag the customer with the selected tags, and their original tags will be cleared.<\/p>\n\n\n\n
<\/p>
2.3 Apply tags<\/h3>\n\n\n\n
Filtering visitors during bulk email<\/strong><\/li><\/ul>
In [Assets] \u2013 [Contacts], click \u201cbulk email\u201d, and when you select the audience in the email setting process, you can quickly locate your target users according to the tags. Or in [Campaigns] \u2013 [Email], when you set up emails to filter audience, you can also quickly target users according to tags.<\/p>\n\n\n\n
<\/p>
Adding tags when importing contacts<\/strong><\/li><\/ul>
At [Assets] \u2013 [Contacts], when importing user information, you can tag the user.<\/p>\n\n\n\n
<\/p>
3. Frequently Asked Questions<\/h1>\n\n\n\n
1\uff09 Q\uff1aSome customers open the chat plugin on our site, but don\u2019t start a chat with us, how do I tag these users?<\/p>\n\n\n\n
A\uff1aIn [Assets] \u2013 [Contacts] \u2013 [All Customers], you can see which users you have not chatted with and click \u201cTag\u201d to tag them as visitors. Alternatively, you can click on the \u201cUser Name\u201d to enter the chat screen and tag the user in the \u201cPersonal Information\u201d field.<\/p>\n\n\n\n
<\/p>","pure_content":"1. Introduction\n\n\n\nWith this feature, you can add and manage visitor tags for quick targeting of your target audience based on visitor tags in subsequent operations (e.g. mass emails).\n\n\n\n2. Instruction\n\n\n\n2.1 Add tags\n\n\n\n\u2460 In [Assets] \u2013 [Labels], click \u201cAdd Tags\u201d, enter the tag name to generate a new tag; if you want to delete the tag, move your mouse to the tag you want to delete, the \u201ctrash can\u201d icon will appear, click the icon to delete the tag.\n\n\n\n\u2461 At [Message Interaction] \u2013 [Online Chat], go to the chat interface, view the user information, and click \u201d Guest Tags\u201d to add the visitor to the existing tags or new tags.\n\n\n\n2.2 Tagging\n\n\n\nIn [Assets] \u2013 [Contacts], click \u201cTag\u201d to tag users with bulk guest tags, and you can select \u201cAdd tags\u201d or \u201d Overlay tags\u201d. It should be noted that tag adding will not affect the existing tags, and it will only create the new tags; overlaying tags will tag the customer with the selected tags, and their original tags will be cleared.\n\n\n\n2.3 Apply tags\n\n\n\nFiltering visitors during bulk emailIn [Assets] \u2013 [Contacts], click \u201cbulk email\u201d, and when you select the audience in the email setting process, you can quickly locate your target users according to the tags. Or in [Campaigns] \u2013 [Email], when you set up emails to filter audience, you can also quickly target users according to tags.\n\n\n\nAdding tags when importing contactsAt [Assets] \u2013 [Contacts], when importing user information, you can tag the user.\n\n\n\n3. Frequently Asked Questions\n\n\n\n1\uff09 Q\uff1aSome customers open the chat plugin on our site, but don\u2019t start a chat with us, how do I tag these users?\n\n\n\nA\uff1aIn [Assets] \u2013 [Contacts] \u2013 [All Customers], you can see which users you have not chatted with and click \u201cTag\u201d to tag them as visitors. Alternatively, you can click on the \u201cUser Name\u201d to enter the chat screen and tag the user in the \u201cPersonal Information\u201d field.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304057","update_time":"1679304430"},"pure_content":"1. Introduction\n\n\n\nWith this feature, you can add and manage visitor tags for quick targeting of your target audience based on visitor tags in subsequent operations (e.g. mass emails).\n\n\n\n2. Instructi"},{"id":"1074","string_id":"ESEEIy","status":"1","parent_id":"1071","slug":"ESEEIy","order":"0","name":"Channel analysis","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304058","add_time":"1679304058","update_time":"1730288995","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1071\"]","content":{"content_id":"1074","content":"
1. Introduction<\/h2>\n\n\n\n
With this function, you can view the profile of subscription data and daily growth trend of the Messenger channel, and subdivide the new fans on each public homepage, as well as customer service reception.<\/p>\n\n\n\n
Use scenario:<\/strong><\/p>\n\n\n\n
When the customer invests in Facebook homepage ads, they can view and track the fan intake and customer service reception of the public homepage in real time.<\/li>
It is applicable to the promotion and cooperation between advertisers and traffic owners. When Party A\u2019s customers hand over the Facebook public homepage to Party B for powder guidance, they can count the powder feeding data by day or hour to facilitate the two parties to check the drainage effect.<\/li><\/ol>
2. Description<\/h2>\n\n\n\n
Click [Assets] \u2013 [Channel Analysis], and enter the channel statistics interface. After filtering the time period you want to view, you can view the total number of fans, new followers, chat with old fans and current online customer service of Messenger in the corresponding time.<\/p>\n\n\n\n
2.1 Data overview<\/h3>\n\n\n\n
(1) Add new followers: the number of new contacts initiated by customers and having conversations.(2) The number of old fans received includes two parts: \u2460The number of consultations initiated by the customers\uff1b\u2461The number of the conversations initiated by the customer service. (3) Total fans: the sum of all new and old fans in the corresponding screening period.<\/p>\n\n\n\n
<\/p>
2.2 The trend of fans \/ Type distribution of fans<\/h3>\n\n\n\n
In addition to the visual display of numerical values, you can also use the trend chart and type distribution chart to understand the new trend of all account followers in the Messenger channel during the corresponding filtering period, as well as the distribution of fan types.<\/p>\n\n\n\n
<\/p>
2.3 Overview of fans from each FB homepage \/ Customer service assignment details<\/h3>\n\n\n\n
In addition to the overall situation, you can also view the subscriber data of each Facebook public homepage account under the Messenger channel, as well as the specific situation of each customer service receiving fans under the Messenger channel, so as to help you master the subscriber data of each homepage and more reasonably allocate the reception tasks of team members.<\/p>\n\n\n\n
<\/p>
If you do not need to view the old fans, you can turn off the \u201cShow duplicate fans\u201d switch at the top of the channel analysis page. After closing, the channel analysis page only displays the total number of fans, the number of new fans. The old fans data will be hidden and will not be displayed on this page.<\/p>","pure_content":"1. Introduction\n\n\n\nWith this function, you can view the profile of subscription data and daily growth trend of the Messenger channel, and subdivide the new fans on each public homepage, as well as customer service reception.\n\n\n\nUse scenario:\n\n\n\nWhen the customer invests in Facebook homepage ads, they can view and track the fan intake and customer service reception of the public homepage in real time.It is applicable to the promotion and cooperation between advertisers and traffic owners. When Party A\u2019s customers hand over the Facebook public homepage to Party B for powder guidance, they can count the powder feeding data by day or hour to facilitate the two parties to check the drainage effect.2. Description\n\n\n\nClick [Assets] \u2013 [Channel Analysis], and enter the channel statistics interface. After filtering the time period you want to view, you can view the total number of fans, new followers, chat with old fans and current online customer service of Messenger in the corresponding time.\n\n\n\n2.1 Data overview\n\n\n\n(1) Add new followers: the number of new contacts initiated by customers and having conversations.(2) The number of old fans received includes two parts: \u2460The number of consultations initiated by the customers\uff1b\u2461The number of the conversations initiated by the customer service. (3) Total fans: the sum of all new and old fans in the corresponding screening period.\n\n\n\n2.2 The trend of fans \/ Type distribution of fans\n\n\n\nIn addition to the visual display of numerical values, you can also use the trend chart and type distribution chart to understand the new trend of all account followers in the Messenger channel during the corresponding filtering period, as well as the distribution of fan types.\n\n\n\n2.3 Overview of fans from each FB homepage \/ Customer service assignment details\n\n\n\nIn addition to the overall situation, you can also view the subscriber data of each Facebook public homepage account under the Messenger channel, as well as the specific situation of each customer service receiving fans under the Messenger channel, so as to help you master the subscriber data of each homepage and more reasonably allocate the reception tasks of team members.\n\n\n\nIf you do not need to view the old fans, you can turn off the \u201cShow duplicate fans\u201d switch at the top of the channel analysis page. After closing, the channel analysis page only displays the total number of fans, the number of new fans. The old fans data will be hidden and will not be displayed on this page.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304058","update_time":"1679304432"},"pure_content":"1. Introduction\n\n\n\nWith this function, you can view the profile of subscription data and daily growth trend of the Messenger channel, and subdivide the new fans on each public homepage, as well as cus"}],"content":{"icon":"","desc":"","content_id":"1071","add_time":"1679304057","update_time":"1679304057","content":"","is_traffic_less":"0","file_type":""},"hot_list":[],"user_read_num":"0","is_auth":"0"},"msg":"Success","code":200}

2. Instruction<\/h1>\n\n\n\n

2.1 Active Customers<\/h2>\n\n\n\nActive customers are filtered from the total number of customers with email or mobile numbers, and also include Messenger, Telegram, Instagram, Line, WhatsApp and third-party users.<\/p>\n\n\n\n

2.1.5 Talk back<\/h3>\n\n\n\nYou can click on a user\u2019s \u201cname\u201d to view chat details and basic information about the user, and click on \u201ctalk back\u201d to open a conversation.<\/p>\n\n\n\n<\/p>

1. Introduction<\/h1>\n\n\n\nWith this feature, you can add and manage visitor tags for quick targeting of your target audience based on visitor tags in subsequent operations (e.g. mass emails).<\/p>\n\n\n\n

2. Instruction<\/h1>\n\n\n\n

2.1 Active Customers<\/h2>\n\n\n\n
Active customers are filtered from the total number of customers with email or mobile numbers, and also include Messenger, Telegram, Instagram, Line, WhatsApp and third-party users.<\/p>\n\n\n\n

2.1.5 Talk back<\/h3>\n\n\n\n
You can click on a user\u2019s \u201cname\u201d to view chat details and basic information about the user, and click on \u201ctalk back\u201d to open a conversation.<\/p>\n\n\n\n
<\/p>

1. Introduction<\/h1>\n\n\n\n
With this feature, you can add and manage visitor tags for quick targeting of your target audience based on visitor tags in subsequent operations (e.g. mass emails).<\/p>\n\n\n\n