{"id":21729,"date":"2019-12-03T14:20:06","date_gmt":"2019-12-03T13:20:06","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=21729"},"modified":"2025-12-29T10:35:36","modified_gmt":"2025-12-29T09:35:36","slug":"formulare","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/formulare\/","title":{"rendered":"Formulare"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Rezumat<\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Tipuri de formulare<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Ad\u0103ugarea unui formular nou<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Formular link<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Formular de prelucrare a emailurilor primite<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Formular pentru crearea cardurilor<\/a><\/li>\n<li><a href=\"#anchor-6\" target=\"_self\" rel=\"noopener\">Formular de modificare a cardurilor<\/a><\/li>\n<\/ul>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Pentru a avea acces la meniul <em>Formulare <\/em>ai nevoie de drepturi de Administrator<\/div>\n<p style=\"text-align: justify;\">Po\u021bi crea formulare \u00een MiniCRM pe care s\u0103 le inserezi apoi \u00een site-ul t\u0103u iar atunci c\u00e2nd cineva completeaz\u0103 formularul pe site datele intr\u0103 automat \u00een sistem. Tot cu ajutorul formularelor po\u021bi redirec\u021biona toate emialurile primite la o anumit\u0103 adres\u0103 c\u0103tre MiniCRM (utiliz\u00e2nd formulare de prelucrare a emailurilor primite). \u00cen acest caz toate emailurile primite pe acea adres\u0103, vor crea c\u00e2te un card nou \u00een sistem.<\/p>\n<p style=\"text-align: justify;\">A\u0219adar, formularele te pot ajuta s\u0103 salvezi \u00een primul r\u00e2nd <strong>timp<\/strong>.<\/p>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Tipuri de formulare<\/h3>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Pentru a avea acces la formularele de tip<em> formular de creare card <\/em>\u0219i\u00a0<em>formular de modificare card,<\/em> trebuie s\u0103 achizi\u021bionezi addon-ul\u00a0<em>Formulare interne<\/em> (mai multe detalii despre acest addon <a href=\"..\/accesorii-minicrm\/#anchor-15\">aici<\/a>).<\/div>\n<ul style=\"text-align: justify;\">\n<li style=\"list-style-type: none;\">\n<ul style=\"text-align: justify;\">\n<li style=\"text-align: left;\"><strong><em>Formular standard<\/em><\/strong> &#8211;\u00a0 acest formular poate fi integrat pe site-ul t\u0103u iar atunci c\u00e2nd este completat va genera un card de oportunitate direct \u00een sistem.<\/li>\n<li style=\"text-align: left;\"><strong><em>Formular link<\/em><\/strong> &#8211; acest tip de formular se folose\u0219te pentru pre-completarea unui c\u00e2mp \u0219i este cel mai des folosit \u00een emailuri pentru evaluarea gradului de satisfac\u021bie al clien\u021bilor.<\/li>\n<li style=\"text-align: left;\"><strong><em>Formular de prelucrare a emailurilor primite<\/em><\/strong> &#8211; formular care creaz\u0103 un card nou atunci c\u00e2nd se trimite un email c\u0103tre adresa redirec\u021bionat\u0103 c\u0103tre acest formular.<\/li>\n<li style=\"text-align: left;\"><strong><em>Formular de creare card<\/em><\/strong> &#8211; acest tip special de formular \u00ee\u021bi permite s\u0103 selectezi ce c\u00e2mpuri vrei s\u0103 completezi atunci c\u00e2nd creezi un card nou (altele pe l\u00e2ng\u0103 nume, prenume, pozi\u021bie, etc.).<\/li>\n<li style=\"text-align: left;\"><strong><em>Formular ad\u0103ugare informa\u021bii suplimentare<\/em><\/strong> &#8211; tip special de formular care \u00ee\u021bi permite s\u0103 modifici datele de pe un card deja existent. Folosind acest tip de formular po\u021bi edita anumite c\u00e2mpuri \u00een func\u021bie de pasul \u00een care e\u0219ti cu acea oportunitate.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Ad\u0103ugarea unui formular nou<\/h3>\n<p style=\"text-align: justify;\">Pentru a ad\u0103uga un formular nou du cursorul pe numele produsului \u00een care dore\u0219ti s\u0103 adaugi formularul \u0219i selecteaz\u0103 op\u021biunea <em>Formulare din meniul care apare<\/em>.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.04.25-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60608 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.04.25-scaled.png\" alt=\"\" width=\"2560\" height=\"1140\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.04.25-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.04.25-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.04.25-1024x456.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.04.25-768x342.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.04.25-1536x684.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.04.25-2048x912.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\u00cen fereastra care apare po\u021bi ad\u0103uga un formular standard nou (ap\u0103s\u00e2nd direct pe <em>Formular nou<\/em>) sau s\u0103 adaugi un alt tip de formular prin click pe s\u0103geat\u0103 \u0219i select\u00e2nd op\u021biunea dorit\u0103.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.13.32-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60609 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.13.32-scaled.png\" alt=\"\" width=\"2560\" height=\"1140\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.13.32-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.13.32-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.13.32-1024x456.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.13.32-768x342.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.13.32-1536x684.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.13.32-2048x912.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p class=\"p1\">Se deschide o fereastr\u0103 unde va trebui s\u0103 \u00ee\u021bi denume\u0219ti formularul, dup\u0103 care fereastra \u00een care po\u021bi configura formularul dorit ad\u0103ug\u00e2nd c\u00e2mpurile de care ai nevoie.\u00a0\u00cen plus, \u00een aceea\u0219i fereastr\u0103 po\u021bi redenumi formularul, dac\u0103 dore\u0219ti.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.24.29-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60612 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.24.29-scaled.png\" alt=\"\" width=\"2560\" height=\"1140\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.24.29-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.24.29-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.24.29-1024x456.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.24.29-768x342.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.24.29-1536x684.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.24.29-2048x912.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.26.29-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60613 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.26.29-scaled.png\" alt=\"\" width=\"2560\" height=\"1140\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.26.29-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.26.29-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.26.29-1024x456.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.26.29-768x342.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.26.29-1536x684.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-17-at-11.26.29-2048x912.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\u00cen plus, pe partea din dreapta a ferestrei ai o serie de set\u0103ri pe care le po\u021bi face:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Status &#8211; Persoanele care se \u00eenscriu \u00een formular sunt mutate \u00een Statusul selectat. Dac\u0103 folose\u0219ti \u00eenscrierea Double Opt-in, acesta este doar un Status temporar. Persoanele respective vor fi muta\u021be \u00een Statusul selectat dup\u0103 activarea adresei lor de email. Po\u021bi folosi op\u021biunea Nu schimba dac\u0103 nu vrei ca statusul s\u0103 fie modificat.<\/li>\n<li>Ac\u021biune identificat\u0103 &#8211; po\u021bi seta metoda de identificare (e-mail\/e-mail \u0219i telefon) \u0219i\/sau ac\u021biunea care s\u0103 fie f\u0103cut\u0103 dup\u0103 completarea formularului (ad\u0103ugare card de fiecare dat\u0103, actualizare card sau mesaj de eroare dac\u0103 un card exist\u0103 deja \u00een numele clientului).<\/li>\n<li>Pagina de mul\u021bumire \u0219i e-mailul de confirmare &#8211; po\u021bi seta aici un URL c\u0103tre care cel care completeaz\u0103 formularul va fi redirec\u021bionat dup\u0103 completarea acestuia \u0219i\/sau un email de auto-r\u0103spuns pe care s\u0103 \u00eel primeasc\u0103 cel care completeaz\u0103 formularul (dup\u0103 ce apas\u0103 butonul <i>Trimite<\/i>).<\/li>\n<li>Notificare &#8211; dup\u0103 completarea formularului, sistemul poate trimite o notificare printr-un email c\u0103tre un anumit utilizator.<\/li>\n<li>Limbajul formularului \u0219i eticheta butonului de trimitere &#8211; po\u021bi seta limba de afi\u0219are a unui eventual mesaj de eroare \u0219i\/sau po\u021bi modifica textul afi\u0219at pe butonul de salvare a datelor.<\/li>\n<li>Double opt-in sign up &#8211; activeaz\u0103 un mecanism de confirmare suplimentar\u0103 \u0219i de activare a adresei de email. Dac\u0103 este folosit\u0103 aceast\u0103 op\u021biune, dup\u0103 completarea formularului, persoana care completeaz\u0103 formularul va primi un email de activare a adresei de email \u0219i doar dup\u0103 ce d\u0103 click pe link-ul din acel email \u00ee\u0219i va activa adresa de email pentru comunic\u0103ri ulterioare. P\u00e2n\u0103 la confirmarea adresei de email niciun email nu va fi trimis pe adresa respectiv\u0103.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Pentru a ad\u0103uga c\u00e2mpuri \u00een formularul t\u0103u d\u0103 click pe\u00a0<em>Adaug\u0103 c\u00e2mp<\/em> \u0219i se va deschide o fereastr\u0103 din care po\u021bi selecta ce c\u00e2mp vrei s\u0103 adaugi.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.04.41.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60622 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.04.41.png\" alt=\"\" width=\"1432\" height=\"604\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.04.41.png 1432w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.04.41-300x127.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.04.41-1024x432.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.04.41-768x324.png 768w\" sizes=\"auto, (max-width: 1432px) 100vw, 1432px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">C\u00e2mpurile ad\u0103ugate pe formulare pot fi setate s\u0103 fie <em>obligatorii<\/em> de completat, <em>op\u021bional<\/em> sau cu <em>valoare fix\u0103 (c\u00e2mp ascuns)<\/em>. Pentru a seta una din aceste op\u021biuni d\u0103 click pe <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-21447 alignnone\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2019-11-28-at-10.44.19.png\" alt=\"\" width=\"20\" height=\"20\" \/>.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.19.20.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60625 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.19.20.png\" alt=\"\" width=\"1436\" height=\"597\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.19.20.png 1436w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.19.20-300x125.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.19.20-1024x426.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.19.20-768x319.png 768w\" sizes=\"auto, (max-width: 1436px) 100vw, 1436px\" \/><\/a><\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\"><strong>Aten\u021bie:<\/strong> Pe formularele setate pentru ad\u0103ugarea de carduri \u00een sistem c\u00e2mpul\u00a0<em><strong>Prenume<\/strong><\/em><strong>\u00a0<\/strong>este obligatoriu s\u0103 existe! \u00cen lipsa acestui c\u00e2mp, formularul poate doar s\u0103 actualizeze date (\u00een anumite condi\u021bii).<\/div>\n<p style=\"text-align: justify;\">C\u00e2mpurile op\u021bionale pot fi l\u0103sate necompletate, cele obligatorii impun completarea (apare mesaj de eroare dac\u0103 nu sunt completate) \u00een timp ce setarea op\u021biunii <em>Valoare fix\u0103 (c\u00e2mp ascuns)\u00a0<\/em>\u00ee\u021bi permite s\u0103 alegi anumite valori care s\u0103 se precompleteze automat \u00een sistem, f\u0103r\u0103 a ap\u0103rea pe formular. De exemplu, po\u021bi avea \u00een sistemul t\u0103u un c\u00e2mp\u00a0<em>Surs\u0103<\/em> (sursa din care a venit un lead) \u0219i pe formular po\u021bi seta acest c\u00e2mp ca \u0219i valoare fix\u0103 (c\u00e2mp ascuns) \u0219i s\u0103 selectezi site-ul pe care ai postat formularul. La fiecare \u00eenregistrare a unui lead, c\u00e2mpul surs\u0103 va con\u021bine valoarea setat\u0103 de tine.<\/p>\n<p style=\"text-align: justify;\">Dup\u0103 ce ai ad\u0103ugat toate c\u00e2mpurile de care ai nevoie, po\u021bi previzualiza formularul t\u0103u (Apari\u021bie).<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.27.11-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60630 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.27.11-scaled.png\" alt=\"\" width=\"2560\" height=\"1150\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.27.11-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.27.11-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.27.11-1024x460.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.27.11-768x345.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.27.11-1536x690.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.27.11-2048x920.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Dup\u0103 ce ai finalizat toate set\u0103rile \u0219i ad\u0103ugarea c\u00e2mpurilor, po\u021bi prelua codul pentru a insera formularul pe site-ul t\u0103u.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.29.53-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60631 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.29.53-scaled.png\" alt=\"\" width=\"2560\" height=\"1150\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.29.53-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.29.53-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.29.53-1024x460.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.29.53-768x345.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.29.53-1536x690.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.29.53-2048x920.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Dac\u0103 \u00ee\u021bi dore\u0219ti s\u0103 personalizezi formularul sau s\u0103 ai acces la codul acestuia, ai nevoie de accesoriul denumit Formulare avansate. Dup\u0103 activarea accesoriului po\u021bi da click pe <em>&lt;\/&gt; Vizualiza\u021bi codul surs\u0103<\/em> \u0219i s\u0103 preiei codul detaliat al acestuia. Am separat partea de personalizare \u0219i, de acum \u00eenainte, po\u021bi alege dac\u0103 incluzi \u00een codul t\u0103u referin\u021ba c\u0103tre minicrm.css sau \u00ee\u021bi define\u0219ti propriile specifica\u021bii CSS.<\/p>\n<div class=\"alert alert-info\">\u00cen cazul \u00een care ai vrei s\u0103 <strong>afi\u0219ezi 2 formulare din MiniCRM<\/strong> pe accea\u0219i pagin\u0103 web (Ex: Ai un pop-up cu un formular sau ai un formular \u00een subsolul paginii, plus o alt\u0103 pagin\u0103 web cu un formular din MiniCRM) vei avea nevoie de accesoriul Formulare avansate \u0219i de versiunea personalizabil\u0103 \u00een format CSS al formularelor generate din MiniCRM. Altfel, metoda de inserare a linkului, va da erori.<\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.33.39-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60632 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.33.39-scaled.png\" alt=\"\" width=\"2560\" height=\"1150\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.33.39-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.33.39-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.33.39-1024x460.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.33.39-768x345.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.33.39-1536x690.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.33.39-2048x920.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/rEhI5qWVKEs\" width=\"670\" height=\"365\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h3 style=\"text-align: justify;\">Acordul privind prelucrarea datelor cu caracter personal<\/h3>\n<p style=\"text-align: justify;\">Am ad\u0103ugat o nou\u0103 func\u021bionalitate pe formularele standard care te va ajuta s\u0103 gestionezi Acordul privind prelucrarea datelor cu caracter personal.<\/p>\n<p style=\"text-align: justify;\">Poti g\u0103si mai multe detalii consult\u00e2nd <a href=\"..\/gdpr-formulare-web\">pagina dedicat\u0103<\/a> acestui subiect.<\/p>\n<h3>Genereaz\u0103 o pagin\u0103 cu un formular integrat direct din MiniCRM<\/h3>\n<p>Dac\u0103 ai nevoie ca doar s\u0103 pui un formular \u00een spatele unui buton dintr-un email, f\u0103r\u0103 s\u0103 \u00eel pui pe site-ul t\u0103u, exist\u0103 \u0219i posibilitatea gener\u0103rii unei pagini care s\u0103 con\u021bin\u0103 un formular simplu, pe care \u00eel po\u021bi lua de pe pagina de creare a formularului (ce ai v\u0103zut mai sus) sau dintr-o variabil\u0103 \u00een cadrul unui \u0219ablon.<\/p>\n<p>\u00cen video-ul de mai jos g\u0103se\u0219ti mai multe detalii:<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/0HFftGAnpA0?si=OISuiaGciJQvbNOf\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Formular link<\/h3>\n<p style=\"text-align: justify;\">Formularele link sunt foarte utile atunci c\u00e2nd \u00ee\u021bi dore\u0219ti ca valoarea unui anumit c\u00e2mp de pe un card (de tip dropdown) s\u0103 fie modificat\u0103 \u00een func\u021bie de link-ul selectat dintr-un email.<\/p>\n<p style=\"text-align: justify;\">Astfel, po\u021bi include \u00eentr-un email de ofertare, de exemplu, dou\u0103 link-uri de genul\u00a0<em>sunt interesat de ofert\u0103\u00a0<\/em>\u0219i\u00a0<em>nu sunt interesat de ofert\u0103<\/em>. Destinatarul emailului va selecta una din aceste valori iar pe cardul lui un c\u00e2mp \u00ee\u0219i va schimba automat, \u00een momentul selec\u021biei, valoarea reflect\u00e2nd dorin\u021ba clientului. Apoi este foarte u\u0219or s\u0103 creezi un filtru \u0219i s\u0103 contactezi doar clien\u021bii interesa\u021bi de ofert\u0103.<\/p>\n<p style=\"text-align: justify;\">Primul pas pentru crearea acestui tip de formular este s\u0103 creezi un c\u00e2mp pe cardul de oportunitate care vrei s\u0103 \u00ee\u0219i schimbe automat valoarea. Vom seta acest c\u00e2mp ca\u00a0<em>C\u00e2mp doar pentru vizualizare<\/em>\u00a0\u00eentruc\u00e2t valoarea lui va fi modificat\u0103 automat \u0219i nu este necesar\u0103 interven\u021bia uman\u0103.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.46.20-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60636 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.46.20-scaled.png\" alt=\"\" width=\"2560\" height=\"1150\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.46.20-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.46.20-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.46.20-1024x460.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.46.20-768x345.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.46.20-1536x690.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-11.46.20-2048x920.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Pentru ad\u0103ugarea unui formular de tip link, din pagina formularelor d\u0103 click pe s\u0103geata de l\u00e2ng\u0103 butonul\u00a0<em>Formular nou<\/em> \u0219i selecteaz\u0103 op\u021biunea\u00a0<em>Nou link \u0219i <\/em>denume\u0219te-l. Apoi vom c\u0103uta \u0219i ad\u0103uga pe formular c\u00e2mpul pe care l-am ad\u0103ugat pe cardul de oportunitate.<\/p>\n<p style=\"text-align: justify;\">Vei selecta apoi creionul\u00a0pentru a configura una din valorile respectivului c\u00e2mp.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.09.46-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60640 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.09.46-scaled.png\" alt=\"\" width=\"2560\" height=\"1150\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.09.46-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.09.46-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.09.46-1024x460.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.09.46-768x345.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.09.46-1536x690.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.09.46-2048x920.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\u0218i vei selecta valoarea dorit\u0103. Apoi apas\u0103\u00a0<em>Salveaz\u0103<\/em> pentru ca modific\u0103rile s\u0103 fie salvate.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.12.49-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60643 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.12.49-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.12.49-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.12.49-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.12.49-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.12.49-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.12.49-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.12.49-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Redenume\u0219te apoi formularul astfel \u00eenc\u00e2t s\u0103 \u00ee\u021bi fie u\u0219or s\u0103 \u00eel identifici \u00een lista de formulare.<\/p>\n<p style=\"text-align: justify;\">\u00cen partea dreapt\u0103 sistemul a genera un link\u00a0<em><strong>unic<\/strong><\/em><em>\u00a0<\/em>pe care s\u0103 \u00eel copiezi \u0219i s\u0103 \u00eel incorporezi \u00een emailul tau. Ai grj\u0103 s\u0103 bifezi op\u021biunea\u00a0<em>Identific\u0103 cardul<\/em> pentru ca sistemul s\u0103 asocieze corect selec\u021bia f\u0103cut\u0103 pe cardul persoanei care a f\u0103cut selec\u021bia.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.24.46-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60644 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.24.46-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.24.46-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.24.46-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.24.46-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.24.46-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.24.46-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.24.46-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Apoi po\u021bi insera link-ul \u00een \u0219ablonul de email care se va trimite clientului folosind butonul\u00a0<em>link\u00a0<\/em>din bara de instrumente. Completeaz\u0103 apoi link-ul copiat anterior \u0219i bifeaz\u0103 \u0219i aici op\u021biunea\u00a0<em>Identific\u0103 cardul.\u00a0<\/em>Procedeaz\u0103 la fel \u0219i pentru celelalte valori ale c\u00e2mpului \u0219i insereaz\u0103 link-ul generat de fiecare formular pe op\u021biunea corespunz\u0103toare.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.29.17-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60645 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.29.17-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.29.17-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.29.17-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.29.17-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.29.17-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.29.17-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-18-at-12.29.17-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Formular de prelucrare a emailurilor primite<\/h3>\n<p style=\"text-align: justify;\">Adauga formularul din pagina formularelor d\u00e2nd click pe s\u0103geata de l\u00e2ng\u0103 butonul\u00a0<em>Formular nou<\/em> \u0219i select\u00e2nd op\u021biunea\u00a0<em>Prelucrare nou\u0103 a emailurilor primite<\/em>.<\/p>\n<p style=\"text-align: justify;\">Pe formular vom ad\u0103uga c\u00e2teva c\u00e2mpuri care vor genera o sarcin\u0103 utilizatorului \u00een momentul \u00een care un card este creat (adic\u0103 atunci c\u00e2nd se prime\u0219te un email).<\/p>\n<p style=\"text-align: justify;\">Pentru aceasta vei selecta categoria\u00a0<em>Sarcin\u0103<\/em> \u0219i apoi cele dou\u0103 c\u00e2mpuri care ne intereseaz\u0103 \u0219i anume\u00a0<em>Con\u021binutul sarcinii<\/em> \u0219i\u00a0<em>Termen limit\u0103<\/em>.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.39.52-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60715 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.39.52-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.39.52-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.39.52-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.39.52-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.39.52-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.39.52-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.39.52-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">C\u00e2mpurile vor fi ad\u0103ugate \u0219i le vom edita folosind creionul\u00a0pentru a ad\u0103uga con\u021binutul sarcinii. Apas\u0103 apoi pe\u00a0<em>Salveaz\u0103<\/em>.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.42.11-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60716 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.42.11-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.42.11-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.42.11-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.42.11-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.42.11-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.42.11-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.42.11-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Formularul este acum setat, \u00ee\u021bi mai r\u0103m\u00e2ne doar s\u0103 setezi o regul\u0103 de redirec\u021bionare direct din server a emailurilor primite pe o anumit\u0103 adres\u0103 (sesizari@&#8230;, helpdesk@&#8230;, ajutor@&#8230;) s\u0103 fie redirec\u021bionate c\u0103tre adresa de email <em><strong>unic\u0103<\/strong><\/em><em>\u00a0<\/em>generat\u0103 de sistem \u00een c\u0103su\u021ba din partea dreapt\u0103.<\/p>\n<p style=\"text-align: justify;\"><strong>Fiecare<\/strong> email trimis c\u0103tre adresa generat\u0103 de sistem va deschide c\u00e2te un card nou \u00een sistem.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.48.50-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60717 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.48.50-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.48.50-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.48.50-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.48.50-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.48.50-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.48.50-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.48.50-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\"><strong>Aten\u021bie<\/strong><strong>!\u00a0<\/strong>Redirec\u021biona\u021bi c\u0103tre acest tip de formulare doar emailuri primite pe adrese specifice de genul celor indicate mai sus. Redirec\u021bion\u00e2nd o adres\u0103 de email comun\u0103, folosit\u0103 pentru comunicarea cu clien\u021bii, va genera c\u00e2te un card nou pentru fiecare email primit.<\/div>\n<div><\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.50.43-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60718 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.50.43-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.50.43-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.50.43-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.50.43-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.50.43-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.50.43-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-10.50.43-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Fereastr\u0103 de r\u0103spuns la tichet: Aici po\u021bi seta ca fereastra de r\u0103spuns prin e-mail s\u0103 se afi\u0219eze automat pe tichete bif\u00e2nd c\u0103su\u021ba.<\/p>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Formular pentru crearea cardurilor<\/h3>\n<p style=\"text-align: justify;\">Din fereastra formularelor selecteaz\u0103 op\u021biunea\u00a0<em>Formular creare card nou<\/em> pentru a ad\u0103uga un astfel de formular. Adaug\u0103 apoi c\u00e2mpurile pe care vrei s\u0103 le completezi pentru crearea unui card nou.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.03.51-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60721 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.03.51-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.03.51-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.03.51-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.03.51-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.03.51-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.03.51-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.03.51-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<div style=\"text-align: justify;\">Apoi, \u00een fereastra principal\u0103 a produsului \u00een care ai ad\u0103ugat formularul, d\u0103 click pe s\u0103geat\u0103 de l\u00e2ng\u0103 butonul <em>Oportunitate nou\u0103<\/em> \u0219i po\u021bi selecta formularul creat anterior pentru crearea unui card nou.<\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.04.33-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60722 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.04.33-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.04.33-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.04.33-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.04.33-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.04.33-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.04.33-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.04.33-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<div style=\"text-align: justify;\">\u00cen locul ferestrei standard \u00ee\u021bi va fi afi\u0219at formularul setat de tine. Dup\u0103 ce vei ap\u0103sat pe Adaug\u0103 \u021bi se va deschide cardul nou creat av\u00e2nd c\u00e2mpurile din formular precompletate.<\/div>\n<div><\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.05.48-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60723 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.05.48-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.05.48-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.05.48-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.05.48-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.05.48-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.05.48-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.05.48-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<div style=\"text-align: justify;\"><\/div>\n<div class=\"alert alert-info\">Te \u00eentrebi dac\u0103 po\u021bi seta un astfel de formular drept implicit, \u00een locul celui dn spatele butonului \u201eOportunitate nou\u0103\u201d? R\u0103spunsul este da! Mergi \u00een set\u0103rile produsului, unde vei putea \u00eenlocui formularul de baz\u0103 cu cel creat de tine conform pa\u0219ilor de mai sus.<\/div>\n<h3 id=\"anchor-6\" style=\"text-align: justify;\">Formular de modificare a cardurilor<\/h3>\n<p style=\"text-align: justify;\">Din fereastra formularelor selecteaz\u0103 op\u021biunea <em>Formular ad\u0103ugare informa\u021bii suplimentare\u00a0<\/em>\u0219i seteaz\u0103 c\u00e2mpurile pe care dore\u0219ti s\u0103 le modifici rapid.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.22.49-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60728 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.22.49-scaled.png\" alt=\"\" width=\"2560\" height=\"1143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.22.49-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.22.49-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.22.49-1024x457.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.22.49-768x343.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.22.49-1536x686.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.22.49-2048x914.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.24.14-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60729 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.24.14-scaled.png\" alt=\"\" width=\"2560\" height=\"1171\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.24.14-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.24.14-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.24.14-1024x469.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.24.14-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.24.14-1536x703.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.24.14-2048x937.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<div style=\"text-align: justify;\">Apoi vei putea modifica anumite c\u00e2mpuri selectate de tine anterior \u00eentr-un mod rapid, f\u0103r\u0103 a mai fi nevoie s\u0103 scrollezi p\u00e2n\u0103 la acele c\u00e2mpuri. Ap\u0103s\u00e2nd\u00a0<em>Trimite\u00a0<\/em>valorile completate se salveaz\u0103.<\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.25.59-scaled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60730 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.25.59-scaled.png\" alt=\"\" width=\"2560\" height=\"1171\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.25.59-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.25.59-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.25.59-1024x469.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.25.59-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.25.59-1536x703.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-29-at-11.25.59-2048x937.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat Tipuri de formulare Ad\u0103ugarea unui formular nou Formular link Formular de prelucrare a emailurilor primite Formular pentru crearea cardurilor Formular de modificare a cardurilor Pentru a avea acces la meniul Formulare ai nevoie de drepturi de Administrator Po\u021bi crea formulare \u00een MiniCRM pe care s\u0103 le inserezi apoi \u00een site-ul t\u0103u iar atunci c\u00e2nd [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2509,2507],"tags":[1440,1371],"class_list":["post-21729","post","type-post","status-publish","format-standard","hentry","category-setari-produs","category-setari-si-administrare","tag-form-ro","tag-import-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - 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