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Set up ABM template

What is an ABM template?

I can't decide the status immediately in the company, and it takes time to decide, so I can't move on.
Based on such customer feedback, we have created a template for status management and have begun to provide it.
A template of this status is called an ABM template.

When the ABM template setting is turned ON, the status is automatically changed (automated) according to the number of actions of each user (lead / unknown).
In addition, if there is a user who has changed a specific status, the person in charge will be notified by e-mail.

When using the ABM template, you can add the status you set arbitrarily, but you cannot change the order between the statuses of the ABM template.

* If you register a lead with a blank when registering a lead in CSV, it will be registered as "Not set".

Initial setup

* The setting location has changed from ver4.5.0.
* Only license accounts can be set.

Select "Set ABM template" from "Settings" on the BowNow management screen.

The "Set ABM template" screen will be displayed as shown in the image below.

If you check "Use ABM template after checking the above precautions", the "Start using" button will turn red.
Click the red "Start using" button.

When you click it, the pop-up "Do you want to start using the ABM template?" Is displayed. Click "Yes".

* The initialization process may take several hours.You will not be able to operate the management screen during the initialization process.

If you click "Yes", the processing screen will be displayed and you will not be able to operate within the BowNow management screen until the work is completed.

Precautions

  • * Add status and tags for ABM templates.Due to the addition, the status setting information currently set is maintained.

Change from ver1.0 to ver2.0

* It is possible to change from ver1.0 to ver2.0, but it is not possible to downgrade from ver2.0 to ver1.0.
Please be careful when operating.

You can change it on the ABM template setting screen and ABM template setting.
If you want to make changes, check "It is okay to switch to the selected ABM template".If you check it, the "Switch ABM template" button will turn red, so click it.

A pop-up will appear asking "Do you want to switch ABM templates?"To switch, just click the "Yes" button.

* The switching process may take several hours.You will not be able to operate the management screen during the initialization process.

If you click "Yes", the processing screen will be displayed and you will not be able to operate within the BowNow management screen until the work is completed.

When the process is completed, it can be used normally.

Precautions

  • * Status information created and set in ver1.0 will be inherited.

Specifying the key page URL

Specify the URL of the page that is easy for high-level users to view within the site you are tracking.
The key page URL is used as a condition for status changes and notifications.See the explanation below for detailed judgment conditions.

To set, click the "+" button of Specify key page URL> Add key page.
When you click it, a pop-up saying "Add key page URL" will be displayed. Enter the key page URL in the frame.
After writing, click the blue "Register" button to complete.

Precautions

    • * Please set from the domain when setting.
      Example: https://manual.bow-now.jp/basic/ etc.
      http://~、https://~か始まる文字列でないと登録が出来ません。
    • * The maximum number of characters in the URL that can be set on the key page is255 letters.
      It is possible to set parameters in the key page URL information.
      Parameter information is obtained in the format of "?○○=○○" due to the specifications of the parameter link settings.Therefore, when setting parameter information,
      https://manual.bow-now.jp/basic/?bownow=sample
      You will need to set something like this.
    • * The maximum number of pages that can be set as a key page isUp to 10is. If you register 10 items, the "Add key page URL" button will be hidden and you will not be able to register.
    • * If you do not set the key page, there is a status that the automatic transition of the ABM template is not performed.
      Example: If the status is "latent", in order to transition to "realization"
      → Perform the target action twice or more on another day within 30 days, and1 PV or more of the specified key page Action is required.
      If you want to perform all automatic transitions, please set the key page.
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