前言介紹
- 這款 WordPress 外掛「Thrail CRM」是 2024-11-16 上架。
- 目前尚無安裝啟用數，是個很新的外掛。如有要安裝使用，建議多測試確保功能沒問題！
- 上一次更新是 2025-01-12，距離現在已有 111 天。
- 外掛最低要求 WordPress 5.9 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 7.4 以上。
- 尚未有人給過這款外掛評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
crm | email logs | lead management | email automation | wordpress plugin |
內容簡介
```html
Thrail CRM 外掛總結：
Thrail CRM 是一個功能強大的 WordPress 外掛，旨在幫助您有效管理客戶關係。捕獲潛在客戶，輕鬆管理他們，並自動化電子郵件通訊。
問題與答案：
這個外掛需要什麼版本的 PHP 才能啟用？
PHP 7.2 或更高版本。
如何觀看視頻教程？
您可以在 WordPress.org 上給予正面評論！
如何使用這個外掛？
安裝後，前往儀表板並轉到"Thrail CRM >>"以查看此 CRM 列表。
這個外掛的關鍵功能有哪些？
- Optin Form: 使用短代碼在網站的任何位置添加訂閱表單。
- Lead Management: 將潛在客戶存儲在數據庫中，並通過管理面板進行管理。
- Admin List: 利用 WP_List_Table 進行組織良好的潛在客戶管理接口。
- AJAX Operations: 立即移除和編輯/更新潛在客戶，無需重新載入頁面。
- Email Automation: 發送即時郵件，並安排郵件在1小時內發送。
- Email Logs: 記錄所有發送的郵件以供將來參考。
- CSV Exporter: 使用自訂篩選器以 CSV 格式導出您的潛在客戶。
這個外掛的授權和版權？
這個外掛是免費軟體；您可以按照由自由軟體基金會發布的 GNU 通用公共授權條款進行再發行和/或修改；可以選擇使用許可證第2版或（自由選擇的）任何後續版本。
```
原文外掛簡介
Thrail CRM: Simplify Your Customer Management
Thrail CRM is an all-in-one WordPress plugin that empowers businesses to streamline customer relationship management, automate email campaigns, and enhance lead generation. Designed with ease of use in mind, Thrail CRM is your go-to solution for growing your business and nurturing customer relationships.
Pro Tip: Combine this plugin with a lead generation strategy to maximize results.
Note: This plugin requires PHP 7.2 or higher.
🔥 Key Features
✅ Lead Capture Form
Easily integrate a responsive opt-in form using the shortcode [thrail-crm] to capture leads directly on your website.
✅ Lead Management System
View, edit, update, or delete leads instantly from a clean and intuitive admin dashboard.
✅ Advanced Email Automation
Send Emails Instantly: Deliver important messages to your leads or customers in real time, ensuring timely communication.
Schedule Emails: Save time by scheduling emails to be sent automatically within one hour, streamlining your follow-up process.
✅ Fully Customizable Emails:
Custom Subject: Modify the subject line to match your campaign or communication goals.
Custom Message Body: Personalize the email content to suit your specific needs.
Access and edit these settings easily from the plugin’s admin panel for tailored communication.
✅ Detailed Email Logs
Keep track of your email performance by viewing recipient details, timestamps, and message content in one place.
✅ Export Leads to CSV
Effortlessly export your lead data, filtered to match your preferences, for advanced reporting and analysis.
✅ AJAX-Powered
Experience faster and smoother operations with no page reloads for lead updates or email actions.
📹 Watch Our Tutorial
Learn how to install, configure, and maximize Thrail CRM in just minutes! video tutorial.
Benefits of Using Thrail CRM
📈 Boost Lead Conversions: Add optimized opt-in forms that convert visitors into leads.
⏱️ Save Time: Automate repetitive tasks with efficient email scheduling.
🛠️ Streamline Workflow: Manage all your leads and email communications from one centralized dashboard.
🔍 Better Insights: Use email logs and lead exports to analyze your campaign performance and refine your strategy.
How to Get Started?
-> Install & Activate: Download and activate the plugin from the WordPress plugins directory.
-> Use the Shortcode: Add [thrail-crm] to any page, post, or widget to display the lead capture form.
-> Manage Leads: Access the “Thrail CRM” menu to start managing your leads and automating emails.
-> Bonus Tip: Customize your form design and settings directly in the admin panel for better branding.
You can also leave a positive review on WordPress.org!
Installation
-> Upload the thrail-crm folder to the /wp-content/plugins/ directory.
-> Activate the plugin from the Plugins menu in WordPress.
-> Use the shortcode [thrail-crm] to place the opt-in form anywhere on your website.
-> Visit the “Thrail CRM” dashboard to start managing your CRM.
Frequently Asked Questions
Q: How do I customize the opt-in form?
A: Customize the form’s design and functionality directly from the admin settings.
Q: Can I schedule emails?
A: Yes, you can schedule emails to be sent automatically within one hour of setup.
Q: Does Thrail CRM support CSV export?
A: Absolutely! Apply filters and export your leads in CSV format for reporting or integration purposes.
Q: Is the plugin compatible with my WordPress theme?
A: Yes, Thrail CRM is built to integrate seamlessly with most WordPress themes.
Screenshots
– Dashboard Overview: Manage all your leads and emails in one place.
– Opt-in Form: Place it anywhere using [thrail-crm].
– Lead Management: Edit, update, or delete leads with ease.
– Email Logs: View sent emails, recipients, and timestamps.
– CSV Export: Export data in just a few clicks for further use.
– Email Automation: Automate repetitive tasks with efficient email scheduling.
– Email Customization: Personalize emails for better communication.
Changelog
1.0.0
Initial Release:
-> Opt-in forms via shortcode [thrail-crm].
-> AJAX-based lead management.
-> Email automation and email logs.
-> CSV Export feature.
Upgrade Notice
1.0.1
-> Get started with Thrail CRM today and elevate your customer management experience!
1.0.2
-> Minor Readme improvements.
License & Copyright
This plugin is open-source software and is distributed under the terms of the GNU General Public License v2 or later.
For questions or support, contact us at [email protected].
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Thrail CRM」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
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