{"id":691,"date":"2012-05-14T09:28:17","date_gmt":"2012-05-14T07:28:17","guid":{"rendered":"http:\/\/www.turnkeycrm.com\/?p=691"},"modified":"2014-09-01T17:51:20","modified_gmt":"2014-09-01T15:51:20","slug":"automatizmusok-a-maximalis-hatekonysag-erdekeben","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2012\/05-14\/automatizmusok-a-maximalis-hatekonysag-erdekeben\/","title":{"rendered":"Automatizmusok a maxim\u00e1lis hat\u00e9konys\u00e1g \u00e9rdek\u00e9ben"},"content":{"rendered":"<p>MiniCRM rendszer\u00fcnkben az\u00a0<strong>ut\u00e1nk\u00f6vet\u00e9st<\/strong>\u00a0alkalmazva, automatizmusok seg\u00edts\u00e9g\u00e9vel<strong>motiv\u00e1lhatjuk \u00fcgyfeleinket<\/strong>\u00a0az \u00fczleti folyamatban val\u00f3 el\u0151rel\u00e9p\u00e9sre, illetve figyelmeztethetj\u00fck munkat\u00e1rsainkat feladataik elv\u00e9gz\u00e9s\u00e9re.<\/p>\n<p><strong>1. Automatizmusok m\u0171k\u00f6d\u00e9se<\/strong><\/p>\n<p>Az automatizmusok \u00e1ltal, st\u00e1tuszok vagy n\u00e9zetek alapj\u00e1n sz\u0171rt\u00a0<strong>adatlapok szerint<\/strong>\u00a0k\u00fcldhet\u00fcnk automatikusan emaileket \u00fcgyfeleinknek, vagy oszthatunk ki teend\u0151ket koll\u00e9g\u00e1ink sz\u00e1m\u00e1ra \u00e9s \u00e9rtes\u00edthetj\u00fck r\u00f3la \u0151ket.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmusok1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1559 aligncenter\" title=\"Automatizmusok\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmusok1.jpg\" alt=\"\" width=\"606\" height=\"487\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmusok1.jpg 1010w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmusok1-300x241.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmusok1-500x402.jpg 500w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmusok1-373x300.jpg 373w\" sizes=\"auto, (max-width: 606px) 100vw, 606px\" \/><\/a><em>St\u00e1tusz vagy n\u00e9zet alapj\u00e1n m\u0171k\u00f6d\u0151 automatizmusaink<\/em><\/p>\n<p>A MiniCRM-\u00fcnkben l\u00e9v\u0151 automatizmusok:<\/p>\n<ul>\n<li>m\u0171k\u00f6dhetnek az egyes\u00a0<strong>st\u00e1tuszok<\/strong>ban l\u00e9v\u0151 adatlapok figyelembe v\u00e9tel\u00e9vel, melyek alapj\u00e1n kik\u00fcld\u00e9sre ker\u00fclhetnek a be\u00e1ll\u00edtott email sablonok \u00fcgyfeleink r\u00e9sz\u00e9re, illetve \u00faj teend\u0151k ker\u00fclhetnek az \u00e9rintett adatlapokra.<\/li>\n<li>lefuthatnak a k\u00fcl\u00f6nb\u00f6z\u0151\u00a0<strong>n\u00e9zetek<\/strong>\u00a0felt\u00e9telei szerint sz\u0171rt adatlapokra, minek sor\u00e1n \u00fczeneteket k\u00fcldhet\u00fcnk ki \u00fcgyfeleink \u00e9s koll\u00e9g\u00e1ink r\u00e9sz\u00e9re, vagy az \u00e9rintett adatlapokon \u00faj teend\u0151ket adhatunk munkat\u00e1rsainknak.<\/li>\n<\/ul>\n<p>Az automatizmus az \u00fczenet kik\u00fcld\u00e9s rendszeress\u00e9ge alapj\u00e1n lehet:<\/p>\n<ul>\n<li><strong>Folyamatos<\/strong>: ilyenkor az automatizmusba az adatlapok dinamikusan ker\u00fclnek be, illetve abb\u00f3l ki, att\u00f3l f\u00fcgg\u0151en, hogy \u00e9ppen megfelelnek-e az automatizmus sz\u0171r\u00e9si felt\u00e9teleinek (st\u00e1tusz \/ n\u00e9zet) vagy sem.<\/li>\n<li><strong>Egyszeri<\/strong>: ide tartoznak az egyes n\u00e9zeteink alapj\u00e1n sz\u0171rt adatlapok szerinti t\u00f6meges, egyszeri kik\u00fcld\u00e9s\u0171 automatizmusaink.<\/li>\n<\/ul>\n<p><strong>2. Automatizmusok kezel\u00e9se<\/strong><\/p>\n<p>A MiniCRM rendszer\u00fcnkben megtal\u00e1lhat\u00f3 valamennyi akt\u00edv \u00e9s lekapcsolt automatizmusunkat modulonk\u00e9nt kilist\u00e1zhatjuk \u00e9s be\u00e1ll\u00edthatjuk az\u00a0<strong>Automatizmusok<\/strong>n\u00e1l.<\/p>\n<p><strong>2.1. Automatizmus l\u00e9trehoz\u00e1sa<\/strong><\/p>\n<ul>\n<li>Egy \u00faj automatizmus l\u00e9trehoz\u00e1s\u00e1nak megkezd\u00e9s\u00e9hez kattintsunk az\u00a0<strong>\u201c\u00daj automatizmus\u201d<\/strong>gombra.<\/li>\n<li>A bet\u00f6lt\u00e9sre ker\u00fcl\u0151 oldalon v\u00e1lasszuk ki, hogy mi alapj\u00e1n t\u00f6rt\u00e9njen az adatlap\u00a0<strong>Sz\u0171r\u00e9s<\/strong>\u00a0az \u00faj automatizmusn\u00e1l:<\/li>\n<\/ul>\n<p>&#8211; St\u00e1tusz alapj\u00e1n<br \/>\n&#8211; N\u00e9zet alapj\u00e1n<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_uj1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1560 aligncenter\" title=\"\u00daj automatizmus\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_uj1.jpg\" alt=\"\" width=\"606\" height=\"325\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_uj1.jpg 1010w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_uj1-300x161.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_uj1-750x402.jpg 750w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_uj1-500x268.jpg 500w\" sizes=\"auto, (max-width: 606px) 100vw, 606px\" \/><\/a><em>\u00daj automatizmus sz\u0171r\u00e9si felt\u00e9tel\u00e9nek be\u00e1ll\u00edt\u00e1sa<\/em><\/p>\n<ul>\n<li>Adjuk meg a\u00a0<strong>Felt\u00e9tel<\/strong>n\u00e9l, hogy pontosan melyik st\u00e1tuszhoz vagy n\u00e9zethez tartoz\u00f3 adatlapok ker\u00fcljenek be az \u00faj automatizmusunkba.<\/li>\n<li>Amennyiben azt szeretn\u00e9nk, hogy csak azok kapj\u00e1k meg az \u00fczeneteket, akik adatlapja az elind\u00edt\u00e1s ut\u00e1n ker\u00fcl be az automatizmusba, \u00fagy tegy\u00fcnk egy pip\u00e1t a\u00a0<strong>\u201cCsak \u00faj \u00fcgyfelek\u201d<\/strong>\u00a0felirathoz.<\/li>\n<li>Az automatizmus l\u00e9trehoz\u00e1s\u00e1hoz kattintsunk a\u00a0<strong>\u201cHozz\u00e1ad\u00e1s\u201d<\/strong>\u00a0gombra.<\/li>\n<\/ul>\n<p><strong>2.2. Automatizmus be\u00e1ll\u00edt\u00e1sa<\/strong><\/p>\n<p>Automatizmus l\u00e9p\u00e9seinek testreszab\u00e1s\u00e1hoz a szerkeszt\u00e9si fel\u00fclet jobb oldal\u00e1r\u00f3l h\u00fazzuk \u00e1t bal oldalra a sz\u00e1munkra sz\u00fcks\u00e9ges eleme(ke)t.<\/p>\n<p>Ezen elemek a k\u00f6vetkez\u0151k lehetnek:<br \/>\n&#8211;\u00a0<strong>Email kapcsolattart\u00f3 c\u00e9gnek\/szem\u00e9lynek<\/strong>: ha \u00fcgyfel\u00fcnknek szeretn\u00e9nk \u00fczenetet k\u00fcldeni.<br \/>\n&#8211;\u00a0<strong>Email felhaszn\u00e1l\u00f3nak<\/strong>: amennyiben koll\u00e9g\u00e1nkat akarjuk \u00e9rtes\u00edteni.<br \/>\n&#8211;\u00a0<strong>Teend\u0151 felhaszn\u00e1l\u00f3nak<\/strong>: ha munkat\u00e1rsunknak akarunk feladatot kiosztani.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas_ures1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1561 aligncenter\" title=\"Automatizmus be\u00e1ll\u00edt\u00e1sa\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas_ures1.jpg\" alt=\"\" width=\"592\" height=\"202\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas_ures1.jpg 986w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas_ures1-300x103.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas_ures1-767x262.jpg 767w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas_ures1-500x171.jpg 500w\" sizes=\"auto, (max-width: 592px) 100vw, 592px\" \/><\/a><em>Automatizmus be\u00e1ll\u00edt\u00e1sa<\/em><\/p>\n<p>A kiv\u00e1lasztott elemet megragadva \u00e9s bal oldalra \u00e1th\u00fazva hozz\u00e1 is l\u00e1thatunk az automatizmus be\u00e1ll\u00edt\u00e1s\u00e1hoz az elem, azaz az automatizmus egy l\u00e9p\u00e9s\u00e9nek testreszab\u00e1s\u00e1val.<\/p>\n<ul>\n<li>Adjuk meg a\u00a0<strong>\u201cK\u00e9sleltet\u00e9s napban\u201d<\/strong>\u00a0mez\u0151n\u00e9l azt, hogy az adatlap beker\u00fcl\u00e9s\u00e9t k\u00f6vet\u0151en h\u00e1ny nap m\u00falva menjen ki az \u00fczenet.<\/li>\n<li>Az<strong>\u00a0\u201cId\u0151z\u00edt\u00e9s\u201d<\/strong>\u00a0leg\u00f6rd\u00fcl\u0151 list\u00e1i seg\u00edts\u00e9g\u00e9vel, nap \u00e9s \u00f3ra be\u00e1ll\u00edt\u00e1s\u00e1val hat\u00e1rozhatjuk meg a kik\u00fcld\u00e9s id\u0151pontj\u00e1t.<\/li>\n<li>A\u00a0<strong>\u201cSablon V\u00e1laszt\u00e1sa\u201d<\/strong>\u00a0gombra kattintva v\u00e1laszthatjuk ki sablonjaink k\u00f6z\u00fcl a megfelel\u0151 \u00fczenetet.<\/li>\n<li>Leg\u00f6rd\u00fcl\u0151 list\u00e1ban adhatjuk meg, hogy ki legyen az\u00a0<strong>\u201c\u00dczenet c\u00edmzettje\u201d<\/strong>.<\/li>\n<li><strong>\u201cFelad\u00f3\u201d<\/strong>\u00a0lehet az\u00a0<strong>\u00dcgyf\u00e9l felel\u0151s<\/strong>, vagy valamelyik munkat\u00e1rsunk.<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1562 aligncenter\" title=\"Automatizmus egy l\u00e9p\u00e9s\u00e9nek testreszab\u00e1sa\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas1.jpg\" alt=\"\" width=\"481\" height=\"273\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas1.jpg 481w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/automatizmus_beallitas1-300x170.jpg 300w\" sizes=\"auto, (max-width: 481px) 100vw, 481px\" \/><\/a><em>Automatizmus egy l\u00e9p\u00e9s\u00e9nek testreszab\u00e1sa<\/em><\/p>\n<p>Az egyes l\u00e9p\u00e9sek testreszab\u00e1s\u00e1t k\u00f6vet\u0151en, miut\u00e1n automatizmusunkat megfelel\u0151en be\u00e1ll\u00edtottuk, nincs m\u00e1s dolgunk, mint az\u00a0<strong>\u201cAktiv\u00e1l\u00e1s\u201d<\/strong>\u00a0gombra kattintva enged\u00e9lyezni MiniCRM rendszer\u00fcnk sz\u00e1m\u00e1ra, hogy \u00fczeneteinket automatikusan kik\u00fcldje az \u00e9rintett \u00fcgyfeleknek, koll\u00e9g\u00e1knak, illetve hogy sz\u00fcks\u00e9g szerint teend\u0151ket vegyen fel munkat\u00e1rsainknak az adatlapokra.<\/p>\n<p>&nbsp;<\/p>\n<p><em>Ezzel pedig v\u00e9g\u00e9re is \u00e9rt\u00fcnk a leg\u00fajabb projekt alap\u00fa, online \u00fcgyf\u00e9lkapcsolat-kezel\u0151 rendszer\u00fcnk ismertet\u00e9s\u00e9vel, azaz a MiniCRM bemutat\u00e1s\u00e1val foglalkoz\u00f3 blog sorozatunknak.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>MiniCRM rendszer\u00fcnkben az\u00a0ut\u00e1nk\u00f6vet\u00e9st\u00a0alkalmazva, automatizmusok seg\u00edts\u00e9g\u00e9velmotiv\u00e1lhatjuk \u00fcgyfeleinket\u00a0az \u00fczleti folyamatban val\u00f3 el\u0151rel\u00e9p\u00e9sre, illetve figyelmeztethetj\u00fck munkat\u00e1rsainkat feladataik elv\u00e9gz\u00e9s\u00e9re. 1. Automatizmusok m\u0171k\u00f6d\u00e9se Az automatizmusok \u00e1ltal, st\u00e1tuszok vagy n\u00e9zetek alapj\u00e1n sz\u0171rt\u00a0adatlapok szerint\u00a0k\u00fcldhet\u00fcnk automatikusan emaileket \u00fcgyfeleinknek, vagy oszthatunk ki teend\u0151ket koll\u00e9g\u00e1ink sz\u00e1m\u00e1ra \u00e9s \u00e9rtes\u00edthetj\u00fck r\u00f3la \u0151ket. St\u00e1tusz vagy n\u00e9zet alapj\u00e1n m\u0171k\u00f6d\u0151 automatizmusaink A MiniCRM-\u00fcnkben l\u00e9v\u0151 automatizmusok: m\u0171k\u00f6dhetnek az egyes\u00a0st\u00e1tuszokban l\u00e9v\u0151 adatlapok [&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-691","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 v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Automatizmusok a maxim\u00e1lis hat\u00e9konys\u00e1g \u00e9rdek\u00e9ben<\/title>\n<meta name=\"description\" content=\"MiniCRM rendszer\u00fcnkben az\u00a0ut\u00e1nk\u00f6vet\u00e9st\u00a0alkalmazva, automatizmusok seg\u00edts\u00e9g\u00e9velmotiv\u00e1lhatjuk \u00fcgyfeleinket\u00a0az \u00fczleti folyamatban val\u00f3 el\u0151rel\u00e9p\u00e9sre, illetve\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.hu\/blog\/2012\/05-14\/automatizmusok-a-maximalis-hatekonysag-erdekeben\/\" \/>\n<meta property=\"og:locale\" content=\"hu_HU\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automatizmusok a maxim\u00e1lis hat\u00e9konys\u00e1g \u00e9rdek\u00e9ben\" \/>\n<meta property=\"og:description\" content=\"MiniCRM rendszer\u00fcnkben az\u00a0ut\u00e1nk\u00f6vet\u00e9st\u00a0alkalmazva, automatizmusok seg\u00edts\u00e9g\u00e9velmotiv\u00e1lhatjuk \u00fcgyfeleinket\u00a0az \u00fczleti folyamatban val\u00f3 el\u0151rel\u00e9p\u00e9sre, illetve\" \/>\n<meta property=\"og:url\" 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