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netiCRM	
2019第一次新功能上線發表
其實netiCRM的優化每週都有
·大功能發表:每季一次	
·小功能與de	Bug:每週一次	
·感想:功能太多,用的太少@@
第一季新功能包括:
·新版募款頁	
·系列活動報名/多場次報名	
·登入時兩步驟驗證	
·匯入會員時可以同時新增聯絡人	
·流量來源可用日期搜尋+各管道的轉換成效
新版募款頁!
新版募款頁!
後台操作很簡單
後台操作很簡單
系列活動報名/多場次報名
• 利利⽤用價格表來來製作
• 可設定每場次⼈人數,額
滿就反灰
• 也可針對票種設定票數
上限
• ⽀支援會員價(會員需登
入)
• ⾦金金額⾃自動加總
系列活動報名/多場次報名
登入時兩步驟驗證
·當您的電腦被偷用、站台帳密被盜用時,還可以透過手機的認證程式再做一層把關	
·此驗證程序,需要安裝App使用	
·啟用此程序後,未來登入站台,除了輸入密碼,還需要再輸入一組透過App產生的驗證碼	
·可勾選「信任的瀏覽器」就不需要每次登入時都驗證(但有效期)	
https://neticrm.tw/resources/4109
匯入會員時可以同時新增聯絡人
https://neticrm.tw/resources/2300
• 當組織有⼀一批會員資料
要匯入到系統,可同時
匯入聯聯絡⼈人與會籍

• 若若原有會員紀錄需要更更
新(例例如新的到期⽇日)
• 對應⽅方式可以⾃自訂
流量來源可用日期搜尋	&

各管道的轉換成效
線上捐款⾴頁 活動報名⾴頁
·宣傳:利用臉書、電子報、外部網站幫推、買廣告	
·到底整體宣傳期,哪個管道效果好?	
·到底買臉書廣告效果如何?	
·Google關鍵字廣告效果如何?
流量來源可用日期搜尋	&

各管道的轉換成效
線上捐款⾴頁
流量來源可用日期搜尋	&

各管道的轉換成效
線上捐款⾴頁
流量來源可用日期搜尋	&

各管道的轉換成效
活動報名⾴頁
流量來源可用日期搜尋	&

各管道的轉換成效
請務必一定要回去實驗啊!!!	
Q	&	A

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