{"id":686,"date":"2012-05-14T09:24:59","date_gmt":"2012-05-14T07:24:59","guid":{"rendered":"http:\/\/www.turnkeycrm.com\/?p=686"},"modified":"2014-09-01T17:51:31","modified_gmt":"2014-09-01T15:51:31","slug":"dokumentum-sablon-es-emailkezeles","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2012\/05-14\/dokumentum-sablon-es-emailkezeles\/","title":{"rendered":"Dokumentum-, sablon-, \u00e9s emailkezel\u00e9s"},"content":{"rendered":"<p>A MiniCRM-ben lehet\u0151s\u00e9g\u00fcnk van az egyes modulokhoz kapcsol\u00f3d\u00f3\u00a0<strong>dokumentumainkat t\u00e1rolni<\/strong>, valamint\u00a0<strong>el\u0151re legy\u00e1rtott sablon emaileket<\/strong>\u00a0\u00e9s teend\u0151ket kik\u00fcldeni \u00fcgyfeleinknek, illetve magunknak \u00e9s munkat\u00e1rsainknak.<\/p>\n<p><strong>1. Dokumentumkezel\u00e9s<\/strong><\/p>\n<p>Dokumentumot lehet\u0151s\u00e9g\u00fcnk van minden egyes modulba felt\u00f6lteni, annak megfelel\u0151en, hogy az adott dokumentum mely tev\u00e9kenys\u00e9g\u00fcnkh\u00f6z kapcsol\u00f3dik. Minden egyes dokumentumn\u00e1l meg tudjuk hat\u00e1rozni, hogy mely\u00a0<strong>mapp\u00e1ba<\/strong>\u00a0szeretn\u00e9nk felt\u00f6lteni azt.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/dokumentumok_feltoltese.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter  wp-image-1535\" title=\"Dokumentumok felt\u00f6lt\u00e9se\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/dokumentumok_feltoltese.jpg\" alt=\"\" width=\"550\" height=\"408\" \/><\/a><em>Dokumentum felt\u00f6lt\u00e9se<\/em><\/p>\n<ul id=\"internal-source-marker_0.6888050717389884\">\n<li>A mappa kiv\u00e1laszt\u00e1sa ut\u00e1n a\u00a0<strong>\u201cTall\u00f3z\u00e1s\u201d<\/strong>\u00a0gombbal megkereshetj\u00fck saj\u00e1t g\u00e9p\u00fcnk\u00f6n a felt\u00f6lteni k\u00edv\u00e1nt dokumentumot.<\/li>\n<li>A dokumentum felt\u00f6lt\u00e9se ut\u00e1n lehet\u0151s\u00e9g\u00fcnk van a leny\u00edl\u00f3\u00a0<strong>\u201cM\u0171veletek\u201d<\/strong>\u00a0list\u00e1n\u00e1l a f\u00e1jlt:<\/li>\n<\/ul>\n<p>&#8211; publikus linkre m\u00e1solni,<br \/>\n&#8211; megjelen\u00edteni,<br \/>\n&#8211; let\u00f6lteni,<br \/>\n&#8211; \u00e1thelyezni m\u00e1sik mapp\u00e1ba,<br \/>\n&#8211; m\u00e1solni m\u00e1sik mapp\u00e1ba,<br \/>\n&#8211; t\u00f6r\u00f6lni<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/dokumentum_muveletek1.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter  wp-image-1536\" title=\"Dokumentum m\u0171veletek\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/dokumentum_muveletek1.jpg\" alt=\"\" width=\"550\" height=\"244\" \/><\/a><em>Dokumentum m\u0171veletek<\/em><\/p>\n<p><strong>2. Sablonkezel\u00e9s<\/strong><\/p>\n<p>A dokumentumokhoz hasonl\u00f3an a\u00a0<strong>sablon emaileket<\/strong>\u00a0\u00e9s a\u00a0<strong>sablon teend\u0151ket<\/strong>\u00a0is k\u00fcl\u00f6n kezelhetj\u00fck az egyes modulok alatt. El\u0151re l\u00e9trehozott sablon levelekkel \u00e9s teend\u0151kkel hat\u00e9konyabb\u00e1 tehetj\u00fck saj\u00e1t \u00e9s munkat\u00e1rsaink munk\u00e1j\u00e1t is. Ha sablon emaileket \u00e9s teend\u0151ket alkalmazunk, n\u00e9h\u00e1ny kattint\u00e1ssal ki tudunk k\u00fcldeni levelet egy vagy ak\u00e1r t\u00f6bb c\u00edmzettnek an\u00e9lk\u00fcl, hogy \u00fajra \u00e9s \u00fajra meg kellene \u00edrnunk annak sz\u00f6veg\u00e9t.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/sablonok1.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter  wp-image-1537\" title=\"Email \u00e9s teend\u0151 sablonok\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/sablonok1.jpg\" alt=\"\" width=\"550\" height=\"396\" \/><\/a><em>Email \u00e9s teend\u0151 sablonok<\/em><\/p>\n<ul id=\"internal-source-marker_0.6888050717389884\">\n<li><strong>\u00daj email<\/strong>\u00a0sablon l\u00e9trehoz\u00e1sakor adjuk meg az\u00a0<strong>email nev\u00e9t<\/strong>, azt a\u00a0<strong>kateg\u00f3ri\u00e1t<\/strong>, amelyhez kapcsol\u00f3dik a lev\u00e9l, illetve az email\u00a0<strong>t\u00e1rgy\u00e1t<\/strong>, mely elk\u00fcld\u00e9skor megjelenik a c\u00edmzettn\u00e9l.<\/li>\n<li>Az \u00faj sablon meg\u00edr\u00e1sakor\u00a0<strong>illessz\u00fcnk be v\u00e1ltoz\u00f3kat<\/strong>. A v\u00e1ltoz\u00f3k haszn\u00e1lat\u00e1val is hat\u00e9konyabb\u00e1 tehetj\u00fck az emailk\u00fcld\u00e9st, hiszen v\u00e1ltoz\u00f3k elhelyez\u00e9s\u00e9vel mindig az adott \u00fcgyf\u00e9l adatlapj\u00e1hoz tartoz\u00f3, v\u00e1ltoz\u00f3k\u00e9nt beillesztett mez\u0151 \u00e9rt\u00e9k vagy adat ker\u00fcl be a c\u00edmzettnek sz\u00e1nt email sz\u00f6veg\u00e9be.<\/li>\n<li>Minden esetben fontos, hogy az adatlapon szerepl\u0151 mez\u0151k v\u00e1ltoz\u00f3ba t\u00f6rt\u00e9n\u0151 beilleszt\u00e9sekor az \u00fcgyf\u00e9l adatlapj\u00e1n ki legyen t\u00f6ltve a mez\u0151 \u00e9rt\u00e9kekkel.<\/li>\n<li>A v\u00e1ltoz\u00f3k lehetnek:<\/li>\n<\/ul>\n<p>&#8211; az adatlapon szerepl\u0151 mez\u0151k<br \/>\n&#8211; kapcsolattart\u00e1si adatok<br \/>\n&#8211; c\u00e9ges adatok<br \/>\n&#8211; felad\u00f3 adatai<br \/>\n&#8211; c\u00edmzett adatai<br \/>\n&#8211; d\u00e1tumok<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/sablon_email_valtozokkal.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter  wp-image-1538\" title=\"\u00daj sablon email l\u00e9trehoz\u00e1sa v\u00e1ltoz\u00f3k beilleszt\u00e9s\u00e9vel\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/sablon_email_valtozokkal.jpg\" alt=\"\" width=\"550\" height=\"198\" \/><\/a><em>\u00daj sablon email l\u00e9trehoz\u00e1sa v\u00e1ltoz\u00f3k beilleszt\u00e9s\u00e9vel<\/em><\/p>\n<ul>\n<li><strong>Sablon teend\u0151ket<\/strong>\u00a0magunknak \u00e9s munkat\u00e1rsainknak hozhatunk l\u00e9tre, mely teend\u0151ket automatizmusokba \u00e1ll\u00edtva hasznos\u00edthatjuk.<\/li>\n<li>Sablon teend\u0151kbe mindig\u00a0<strong>r\u00f6vid, t\u00f6m\u00f6r feladatokat<\/strong>\u00a0osszunk ki.<\/li>\n<\/ul>\n<p><strong>3. Email kezel\u00e9s<\/strong><\/p>\n<p>A MiniCRM-b\u0151l:<\/p>\n<ul>\n<li>tudunk emailt k\u00fcldeni egy adott \u00fcgyf\u00e9lnek<\/li>\n<\/ul>\n<p>&#8211; Az \u00fcgyf\u00e9l adatlapj\u00e1n v\u00e1lasszuk ki azt a szem\u00e9lyt, akinek az emailt szeretn\u00e9nk kik\u00fcldeni \u00e9s<strong> kattintsunk r\u00e1 az email c\u00edm\u00e9re<\/strong><\/p>\n<p style=\"text-align: center;\"><strong><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/email_kuldes_adatlaprol.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter size-full wp-image-907\" title=\"Email k\u00fcld\u00e9s adatlapr\u00f3l\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/email_kuldes_adatlaprol.jpg\" alt=\"\" width=\"380\" height=\"187\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/email_kuldes_adatlaprol.jpg 380w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/email_kuldes_adatlaprol-300x148.jpg 300w\" sizes=\"auto, (max-width: 380px) 100vw, 380px\" \/><\/a><\/strong><\/p>\n<p style=\"text-align: center;\"><em>Email k\u00fcld\u00e9s adatlapr\u00f3l<\/em><\/p>\n<p>&#8211; A felugr\u00f3 ablakb\u00f3l\u00a0<strong>v\u00e1lasszuk ki a megfelel\u0151 email sablont<\/strong><\/p>\n<p>&#8211; Az elk\u00fcld\u00f6tt email az \u00fcgyf\u00e9l adatlapj\u00e1n az\u00a0<strong>el\u0151zm\u00e9nyek k\u00f6z\u00e9 ker\u00fcl<\/strong>\u00a0be, melyre, ha r\u00e1kattintunk, megjelenik az email tartalma.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kikuldott_email_elozmenyek_kozott.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter  wp-image-1539\" title=\"Kik\u00fcld\u00f6tt email az el\u0151zm\u00e9nyek k\u00f6z\u00f6tt\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kikuldott_email_elozmenyek_kozott.jpg\" alt=\"\" width=\"550\" height=\"43\" \/><\/a><em>Kik\u00fcld\u00f6tt email az el\u0151zm\u00e9nyek k\u00f6z\u00f6tt<\/em><\/p>\n<ul>\n<li>meghat\u00e1rozott felt\u00e9telek alapj\u00e1n sz\u0171rt adatlapok szerint is k\u00fcldhet\u00fcnk emaileket \u00fcgyfeleinknek<\/li>\n<\/ul>\n<p>&#8211; Az egyes modulokon bel\u00fcl az adatlapokat\u00a0<strong>n\u00e9zetek<\/strong>\u00a0szerint tudjuk sz\u0171rni, k\u00fcl\u00f6nb\u00f6z\u0151, \u00e1ltalunk megadott\u00a0<strong>sz\u0171r\u00e9si felt\u00e9teleknek<\/strong>\u00a0megfelel\u0151en.<\/p>\n<p>&#8211; Az\u00a0<strong>\u201c\u00daj n\u00e9zet\u201d<\/strong>\u00a0gomb seg\u00edts\u00e9g\u00e9vel megadhatjuk, milyen felt\u00e9teleknek kell teljes\u00fclnie ahhoz, hogy a k\u00edv\u00e1nt n\u00e9zetet el\u00e9rhess\u00fck.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/nezetek.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter  wp-image-1540\" title=\"N\u00e9zetek\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/nezetek.jpg\" alt=\"\" width=\"550\" height=\"313\" \/><\/a><em>\u00daj n\u00e9zet l\u00e9trehoz\u00e1sa<\/em><\/p>\n<p>&#8211; Adott n\u00e9zetben kilist\u00e1zott \u00fcgyfeleinknek az\u00a0<strong>\u201cEmail\u201d<\/strong>\u00a0gomb seg\u00edts\u00e9g\u00e9vel, a sablon emailek k\u00f6z\u00fcl k\u00fcldhetj\u00fck ki a leveleket.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/email_kuldes_nezetbol1.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter  wp-image-1541\" title=\"Email k\u00fcld\u00e9s n\u00e9zetb\u0151l\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/email_kuldes_nezetbol1.jpg\" alt=\"\" width=\"550\" height=\"144\" \/><\/a><em>Email k\u00fcld\u00e9s n\u00e9zetb\u0151l<\/em><\/p>\n<p id=\"internal-source-marker_0.6888050717389884\" dir=\"ltr\">&#8211; Az \u00edgy kezdem\u00e9nyezett t\u00f6meges kik\u00fcld\u00e9seket pedig elind\u00edt\u00e1suk ut\u00e1n az\u00a0<strong>Automatizmusokn\u00e1l<\/strong>\u00a0tekinthetj\u00fck meg.<\/p>\n<p><em>A k\u00f6vetkez\u0151 blogbejegyz\u00e9s\u00fcnkben r\u00e1t\u00e9r\u00fcnk az\u00a0<a href=\"https:\/\/www.minicrm.hu\/blog\/2012\/05-14\/automatizmusok-a-maximalis-hatekonysag-erdekeben\/\" target=\"_blank\">automatizmusokra<\/a>, azok l\u00e9trehoz\u00e1s\u00e1ra \u00e9s be\u00e1ll\u00edt\u00e1saikra, melyekkel hat\u00e9konyabb\u00e1 tehetj\u00fck munk\u00e1nkat.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A MiniCRM-ben lehet\u0151s\u00e9g\u00fcnk van az egyes modulokhoz kapcsol\u00f3d\u00f3\u00a0dokumentumainkat t\u00e1rolni, valamint\u00a0el\u0151re legy\u00e1rtott sablon emaileket\u00a0\u00e9s teend\u0151ket kik\u00fcldeni \u00fcgyfeleinknek, illetve magunknak \u00e9s munkat\u00e1rsainknak. 1. Dokumentumkezel\u00e9s Dokumentumot lehet\u0151s\u00e9g\u00fcnk van minden egyes modulba felt\u00f6lteni, annak megfelel\u0151en, hogy az adott dokumentum mely tev\u00e9kenys\u00e9g\u00fcnkh\u00f6z kapcsol\u00f3dik. Minden egyes dokumentumn\u00e1l meg tudjuk hat\u00e1rozni, hogy mely\u00a0mapp\u00e1ba\u00a0szeretn\u00e9nk felt\u00f6lteni azt. Dokumentum felt\u00f6lt\u00e9se A mappa kiv\u00e1laszt\u00e1sa ut\u00e1n a\u00a0\u201cTall\u00f3z\u00e1s\u201d\u00a0gombbal [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"gallery","meta":{"inline_featured_image":false,"footnotes":""},"categories":[376],"tags":[249],"class_list":["post-686","post","type-post","status-publish","format-gallery","hentry","category-minicrm","tag-automatizmus","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Dokumentum-, sablon-, \u00e9s emailkezel\u00e9s<\/title>\n<meta name=\"description\" content=\"A MiniCRM-ben lehet\u0151s\u00e9g\u00fcnk van az egyes modulokhoz kapcsol\u00f3d\u00f3\u00a0dokumentumainkat t\u00e1rolni, valamint\u00a0el\u0151re legy\u00e1rtott sablon emaileket\u00a0\u00e9s teend\u0151ket kik\u00fcldeni\" 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