{"id":21033,"date":"2019-11-26T08:18:15","date_gmt":"2019-11-26T07:18:15","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=21033"},"modified":"2025-11-18T09:56:45","modified_gmt":"2025-11-18T08:56:45","slug":"secvente-de-follow-up-automatizari","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/secvente-de-follow-up-automatizari\/","title":{"rendered":"Secven\u021be de follow-up (automatiz\u0103ri)"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Rezumat<\/h3>\n<ul style=\"text-align: justify;\">\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Ce reprezint\u0103 o secven\u021b\u0103 de follow-up sau o automatizare?<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Ce ac\u021biuni poate face o secven\u021b\u0103 de follow-up?<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Pa\u0219ii pentru setarea unei automatiz\u0103ri<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Unde g\u0103se\u0219ti toate automatiz\u0103rile tale (\u0219i cum le po\u021bi dezactiva)?<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Resurse \u0219i idei de filtre \u0219i automatiz\u0103ri<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">La MiniCRM, exist\u0103 dou\u0103 tipuri de add on-uri referitoare la automatiz\u0103ri: <strong>Automatiz\u0103ri interne<\/strong> (interne sistemului, de exemplu deschiderea de sarcini automate) \u0219i <strong>Notific\u0103ri automate \u0219i campanii<\/strong> (externe sistemului, cum e, de exemplu, atunci c\u00e2nd vrei s\u0103 trimi\u021bi un e-mail automat c\u0103tre un client). Ca s\u0103 verifici dac\u0103 ai aceste dou\u0103 add on-uri \u00een pachetul t\u0103u de abonare (precum \u0219i pre\u021bul acestora), doar mergi \u00een sec\u021biunea de <strong>Abonare<\/strong> de pe bara de meniu din st\u00e2nga (sub <strong>Set\u0103ri<\/strong>). Dac\u0103 acestea nu sunt bifate dar \u00ee\u021bi dore\u0219ti s\u0103 le incluzi \u0219i la voi, scrie-ne la <strong>suport@minicrm.ro<\/strong> \u0219i te punem \u00een leg\u0103tur\u0103 cu un consultant.<\/div>\n<p style=\"text-align: justify;\">Dac\u0103 e\u0219ti deja familiar cu automatiz\u0103rile de la MiniCRM dar ai observat c\u00e2teva schimb\u0103ri \u00een ultima vreme la interfa\u021ba acestora \u0219i ai vrea s\u0103 aflii mai multe detalii, \u00ee\u021bi l\u0103s\u0103m mai jos un video \u00een care Junior \u00ee\u021bi explic\u0103 noile modific\u0103ri:<\/p>\n<p style=\"text-align: justify;\"><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/wrx8o2oDomM?si=xKmAQR9mF_iZmuSb\" 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><br \/>\nIar dac\u0103 nu ai mai lucrat p\u00e2n\u0103 acum niciodat\u0103 cu automatiz\u0103rile, stai f\u0103r\u0103 grij\u0103!<\/p>\n<p style=\"text-align: justify;\">Ai mai jos un ghid complet de ultim\u0103 or\u0103 pe care s\u0103-l parcurgi pas cu pas.<\/p>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Ce reprezint\u0103 o secven\u021b\u0103 de follow-up sau o automatizare?<\/h3>\n<p style=\"text-align: justify;\">\u00cen mod tradi\u021bional \u00een sistem, o s\u0103 g\u0103se\u0219ti automatiz\u0103rile sub denumirea de <strong>Secven\u021be de follow-up<\/strong>. Acest lucru se datoreaz\u0103 faptului c\u0103 acestea, \u00een esen\u021b\u0103, reprezint\u0103 succesiuni de ac\u021biuni pe care sistemul le poate executa singur, atunci c\u00e2nd tu \u00eei indici, prin anumite condi\u021bii bine stabilite (prin filtre).<\/p>\n<p style=\"text-align: justify;\">C\u00e2teva exemple concrete de astfel de ac\u021biuni reprezint\u0103:<\/p>\n<ul style=\"text-align: justify;\">\n<li>deschiderea automat\u0103 de sarcini pe cardurile de oportunitate ale clien\u021bilor, care s\u0103 le aminteasc\u0103 colegilor s\u0103 revin\u0103 la ei pentru follow-up odat\u0103 ce oferta a fost trimis\u0103<\/li>\n<li>trimiterea de e-mailuri automate c\u0103tre clien\u021bi, de exemplu e-mailuri de follow-up sau de confirmare a unei \u00eent\u00e2lniri<\/li>\n<li>trimiterea de SMS-uri automate c\u0103tre clien\u021bi. de exemplu \u00een leg\u0103tur\u0103 cu stadiul unei comenzi sau a unui produs \u00een service<\/li>\n<\/ul>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Un lucru foarte important de care trebuie s\u0103 \u021bii cont este c\u0103 SMS-urile nu vor fi transmise noaptea \u00eentre 23:00 \u0219i 07:30. De asemenea, un SMS poate con\u021bine maximum 160 de caractere (inclusiv spa\u021bii). Dac\u0103 un text con\u021bine 161 de caractere vei fi taxat dublu. Pre\u021bul unui sms poate varia \u00een func\u021bie de caracterele speciale pe care le folose\u0219ti (ex: dac\u0103 vei folosi diacritice, con\u021binutul maximum \u00eentr-un sms va fi de 70 de caractere cu tot cu spa\u021bii).<\/div>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Ce ac\u021biuni poate face o secven\u021b\u0103 de follow-up?<\/h3>\n<p style=\"text-align: justify;\">Cu ajutorul add-on-ului de <strong>Automatiz\u0103ri interne<\/strong>, po\u021bi:<\/p>\n<ol style=\"text-align: justify;\">\n<li>S\u0103 deschizi sarcini automate \u00een sistem pentru colegii t\u0103i<\/li>\n<li>S\u0103 trimi\u021bi e-mailuri automate c\u0103tre colegii t\u0103i (care au un utilizator atribuit \u00een MiniCRM)<\/li>\n<li>S\u0103 generezi fi\u0219iere PDF<\/li>\n<li>S\u0103 modifici valorile anumitor c\u00e2mpuri (status sau c\u00e2mpuri ad\u0103ugate de c\u0103tre utilizator pe card)<\/li>\n<\/ol>\n<div class=\"alert alert-info\">Modificarea c\u00e2mpurilor prin automatizare se face prin formulare de tip link. Po\u021bi g\u0103si mai multe detalii despre acest tip de formular pe <a href=\"https:\/\/www.minicrm.ro\/help\/formulare\/\">pagina dedicat\u0103<\/a> acestui subiect.<\/div>\n<div class=\"alert alert-danger\">Pentru ca op\u021biunea &#8220;Modificare c\u00e2mpuri&#8221; s\u0103 func\u021bioneze, pe l\u00e2nga <strong>Automatiz\u0103ri interne<\/strong> mai ai nevoie s\u0103 ai activat\u0103 \u0219i op\u021biunea &#8220;<strong>Completarea automat\u0103 a c\u00e2mpurilor cu func\u021bia Magic<\/strong>&#8220;.<\/div>\n<p style=\"text-align: justify;\">Cu ajutorul add-on-ului de <strong>Notific\u0103ri automate \u0219i campanii<\/strong>, po\u021bi:<\/p>\n<ol style=\"text-align: justify;\">\n<li>S\u0103 trimi\u021bi e-mailuri automate c\u0103tre clien\u021bii t\u0103i din MiniCRM (persoanele din zona de Contacte de pe cardul de companie)<\/li>\n<li>S\u0103 trimi\u021bi SMS-uri automate c\u0103tre clien\u021bii t\u0103i din MiniCRM (idem)<\/li>\n<\/ol>\n<p style=\"text-align: justify;\">O singur\u0103 automatizare poate avea mai mul\u021bi pa\u0219i, at\u00e2t interni c\u00e2t \u0219i externi.<\/p>\n<p style=\"text-align: justify;\">De exemplu, primul pas poate fi s\u0103 trimi\u021bi un e-mail de follow-up automat c\u0103tre client, iar al doilea pas poate fi ca, la trei zile distan\u021b\u0103, s\u0103 prime\u0219ti o sarcin\u0103 \u00een MiniCRM ca s\u0103 verifici situa\u021bia. A r\u0103spuns la e-mail \u0219i te aflii \u00een discu\u021bii cu el deja, ori trebuie s\u0103 revii \u0219i cu un telefon?<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53892 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.04.10.png\" alt=\"\" width=\"2852\" height=\"1542\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.04.10.png 2852w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.04.10-300x162.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.04.10-1024x554.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.04.10-768x415.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.04.10-1536x830.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.04.10-2048x1107.png 2048w\" sizes=\"auto, (max-width: 2852px) 100vw, 2852px\" \/><\/p>\n<p style=\"text-align: justify;\">Posibilit\u0103\u021bile de creare de automatiz\u0103ri sunt multe \u0219i, cu pu\u021bin\u0103 creativitate, po\u021bi veni cu solu\u021bii extrem de digitalizate \u0219i complexe, f\u0103r\u0103 prea multe b\u0103t\u0103i de cap.<\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Pa\u0219ii pentru setarea unei automatiz\u0103ri<\/h3>\n<p style=\"text-align: justify;\">O automatizare reprezint\u0103 \u00eembinarea a dou\u0103 roti\u021be: un <em>\u0219ablon <\/em>\u0219i<em> un filtru.<\/em><\/p>\n<p style=\"text-align: justify;\"><strong>\u0218ablonul<\/strong> reprezint\u0103 textul sarcinii\/e-mailului\/SMS-ului pe care \u00eel vei trimite c\u0103tre colegii sau clien\u021bii t\u0103i.<\/p>\n<p style=\"text-align: justify;\"><strong>Filtrul<\/strong> reprezint\u0103 condi\u021biile \u0219i trigger-ul \u00een baza c\u0103rora \u0219ablonul va fi trimis c\u0103tre colegi sau clien\u021bi.<\/p>\n<p style=\"text-align: justify;\"><strong>Automatizarea<\/strong> \u00een sine pune cele dou\u0103 roti\u021be \u00een mi\u0219care, \u00een ordinea \u00een care tu stabile\u0219ti.<\/p>\n<h4 style=\"text-align: justify;\">1.) Construc\u021bia \u0219ablonului<\/h4>\n<p style=\"text-align: justify;\">O automatizare are nevoie de un \u0219ablon \u00eentruc\u00e2t acesta reprezint\u0103\u00a0<em>con\u021binutul<\/em> automatiz\u0103rii (ceea ce este afi\u0219at clientului\/colegului).<\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Atunci c\u00e2nd construie\u0219ti \u0219ablonul pentru automatizare, alege tipul \u0219ablonului \u00een func\u021bie de ac\u021biunea pe care o va face automatizarea (\u0219ablon de tip sarcin\u0103 pentru o automatizare care genereaz\u0103 o sarcin\u0103, de tip email pentru trimiterea unui email automat).<\/div>\n<p style=\"text-align: justify;\">Pentru detalii legate de construc\u021bia \u0219abloanelor consult\u0103 <a href=\"..\/sabloane\">pagina dedicat\u0103<\/a>.<\/p>\n<h4 style=\"text-align: justify;\">2.) Construc\u021bia filtrului<\/h4>\n<p style=\"text-align: justify;\">Filtrul reprezint\u0103 condi\u021biile \u00een func\u021bie de care va rula automatizarea.<\/p>\n<p style=\"text-align: justify;\">Pentru detalii legate de construc\u021bia filtrelor consult\u0103 <a href=\"..\/filtre\">pagina dedicat\u0103<\/a>.<\/p>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\"><strong>Aten\u021bie<\/strong>!\u00a0<span style=\"text-decoration: underline;\"><strong>Nu<\/strong><\/span> modifica un filtru care face parte dintr-o automatizare (fundal galben). Dac\u0103 este nevoie de modificarea lui, dezactiveaz\u0103 \u00eent\u00e2i automatizarea, modific\u0103 filtrul \u0219i apoi reactiveaz\u0103 automatizarea. \u00cen caz contrar automatizarea va produce efecte <em><strong>pentru \u00eentreaga baz\u0103 de date, nu doar pentru segmentul vizat.<\/strong><\/em><\/div>\n<h4 style=\"text-align: justify;\">3.) Setarea automatiz\u0103rii<\/h4>\n<p style=\"text-align: justify;\">Dup\u0103 ce ai construit \u0219i setat \u0219ablonul \u0219i filtrul, po\u021bi configura automatizarea. Pentru a crea automatizarea, dup\u0103 ce salvezi filtrul, apas\u0103 pe butonul\u00a0<strong>Secven\u021b\u0103 de follow-up<\/strong><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53895 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.07.53.png\" alt=\"\" width=\"2814\" height=\"1550\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.07.53.png 2814w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.07.53-300x165.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.07.53-1024x564.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.07.53-768x423.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.07.53-1536x846.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.07.53-2048x1128.png 2048w\" sizes=\"auto, (max-width: 2814px) 100vw, 2814px\" \/><\/p>\n<p style=\"text-align: justify;\">\u00cen momentul \u00een care dai click pe \u201eSecven\u021b\u0103 de follow-up\u201d, \u00ee\u021bi vor ap\u0103rea trei c\u00e2mpuri pe care le po\u021bi completa:<\/p>\n<ul style=\"text-align: justify;\">\n<li>C\u00e2mpul de Filtru, unde valoarea implicit\u0103 va fi filtrul pe care tocmai l-ai creat. Aici nu trebuie s\u0103 modifici nimic.<\/li>\n<li>C\u00e2mpul de Foldere, unde po\u021bi a\u0219eza automatizarea pe care o creezi \u00eentr-un anumit folder. Po\u021bi l\u0103sa varianta implicit\u0103, sau po\u021bi selecta un alt folder pe care l-ai creat tot tu.<\/li>\n<li>C\u00e2mpul de Descriere, unde po\u021bi scrie c\u00e2teva cuvinte despre ce inten\u021bionezi s\u0103 fac\u0103 automatizarea.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Odat\u0103 ce ai completat cele trei c\u00e2mpuri, d\u0103 click pe butonul albastru <strong>Adaug\u0103<\/strong>.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53898 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.13.51.png\" alt=\"\" width=\"2052\" height=\"1166\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.13.51.png 2052w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.13.51-300x170.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.13.51-1024x582.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.13.51-768x436.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.13.51-1536x873.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.13.51-2048x1164.png 2048w\" sizes=\"auto, (max-width: 2052px) 100vw, 2052px\" \/><\/p>\n<p style=\"text-align: justify;\">Ce se va deschide va fi zona de configurare a automatiz\u0103rii, pe care o po\u021bi privi ca fiind \u00eemp\u0103r\u021bit\u0103 \u00een trei zone, dup\u0103 cum vei vedea \u0219i \u00een imaginea de mai jos.<\/p>\n<p style=\"text-align: justify;\">Zona 1 reprezint\u0103 zona de unelte pe care le ai la dispozi\u021bie. Aceasta poate varia \u00een func\u021bie de ce con\u021bine abonamentul t\u0103u.<\/p>\n<p style=\"text-align: justify;\">Mai concret, dac\u0103 pachetul t\u0103u con\u021bine add on-ul de <strong>Automatiz\u0103ri interne<\/strong>, vei avea ca op\u021biuni pa\u0219ii de <strong>Trimite Email Utilizatorului<\/strong> \u0219i <strong>Trimite sarcin\u0103 Utilizatorului<\/strong>.<\/p>\n<p style=\"text-align: justify;\">Dac\u0103 pachetul t\u0103u con\u021bine add on-ul de <strong>Notific\u0103ri automate \u0219i campanii<\/strong>, vei avea ca op\u021biuni pa\u0219ii de <strong>Trimite Email Clientului<\/strong> \u0219i <strong>Trimite SMS Clientului<\/strong>.<\/p>\n<p style=\"text-align: justify;\">Iar dac\u0103 ai \u0219i <strong>Generarea de PDF-uri<\/strong> inclus\u0103 (pe l\u00e2ng\u0103 Automatiz\u0103rile interne), atunci vei putea s\u0103 generezi \u0219i fi\u0219iere PDF. Mai multe detalii despre acest pas <a href=\"https:\/\/www.minicrm.ro\/help\/generarea-automata-de-pdf-uri\/\">aici<\/a>.<\/p>\n<p style=\"text-align: justify;\">Pentru automatiz\u0103rile de tip Modificare c\u00e2mpuri ai nevoie de Func\u021bia Magic, pe l\u00e2ng\u0103 func\u021bia de baz\u0103 Automatiz\u0103ri interne. Mai multe detalii aici.<\/p>\n<p style=\"text-align: justify;\">Zona 2 reprezint\u0103 pa\u0219ii efectivi ai automatiz\u0103rii pe care tu o vei crea. Aici vei trage fiecare pas cu drag &amp; drop din partea dreapt\u0103 \u0219i \u00eel vei configura.<\/p>\n<p style=\"text-align: justify;\">Zona 3 \u00ee\u021bi ofer\u0103 mai multe informa\u021bii:<\/p>\n<ol style=\"text-align: justify;\">\n<li>\u00ce\u021bi arat\u0103 c\u00e2nd a fost ultima oar\u0103 modificat\u0103 aceast\u0103 automatizare<\/li>\n<li>Butonul de <strong>Filtru<\/strong> te va redirec\u021biona la filtrul ce st\u0103 la baza automatiz\u0103rii (la condi\u021biile de rulare a acesteia)<\/li>\n<li>Butonul de <strong>Raport<\/strong> \u00ee\u021bi arat\u0103 c\u00e2teva metrice referitor la cum a personalizat automatizarea ta<\/li>\n<li>Butonul de <strong>Activeaz\u0103<\/strong> va pune \u00een func\u021biune automatizarea, odat\u0103 ce aceasta va fi gata<\/li>\n<li>Butonul cu trei puncte \u00ee\u021bi va permite s\u0103 \u0219tergi automatizarea atunci c\u00e2nd o vei dezactiva pentru c\u0103 nu vei mai avea nevoie de ea<\/li>\n<\/ol>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Chiar dac\u0103 ai add on-ul de Notific\u0103ri automate \u0219i campanii, pentru activarea trimiterii de SMS-uri trebuie s\u0103 <a href=\"..\/module\">activezi serviciul SMS<\/a> \u00een produsul \u00een care construie\u0219ti automatizarea. Vezi <a href=\"https:\/\/www.minicrm.ro\/help\/sms-din-minicrm\/#activare-sms\">aici<\/a> mai multe detalii.<\/div>\n<div style=\"text-align: justify;\">\u00cen func\u021bie de nevoie, trage din dreapta spre st\u00e2nga ac\u021biunea pe care dore\u0219ti s\u0103 o automatizezi.<\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53901 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.20.04.png\" alt=\"\" width=\"2840\" height=\"1560\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.20.04.png 2840w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.20.04-300x165.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.20.04-1024x562.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.20.04-768x422.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.20.04-1536x844.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.20.04-2048x1125.png 2048w\" sizes=\"auto, (max-width: 2840px) 100vw, 2840px\" \/><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53904 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.23.36.png\" alt=\"\" width=\"2842\" height=\"1570\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.23.36.png 2842w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.23.36-300x166.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.23.36-1024x566.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.23.36-768x424.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.23.36-1536x849.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-09.23.36-2048x1131.png 2048w\" sizes=\"auto, (max-width: 2842px) 100vw, 2842px\" \/><\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\">Caseta <strong><em>Pa\u0219ii secven\u021bei de follow-up<\/em><\/strong> \u00ee\u021bi permite s\u0103 setezi urm\u0103torii parametrii:<\/div>\n<ul style=\"text-align: justify;\">\n<li><strong><em>Zile \u00eent\u00e2rziere<\/em><\/strong> &#8211; reprezint\u0103 num\u0103rul de zile, de la data \u00eendeplinirii condi\u021biilor din filtru, dup\u0103 care va rula automatizarea. \u00cen cazul de mai sus, e-mailul c\u0103tre client va fi trimis imediat ce condi\u021biile din filtru vor fi \u00eendeplinite, iar sarcina c\u0103tre coleg va fi deschis\u0103 la trei zile dup\u0103 trimiterea e-mailului.<\/li>\n<li><strong><em>Sincronizare<\/em><\/strong> &#8211; se refer\u0103 la zilele \u00een care automatizarea produce efecte. Po\u021bi selecta dintre o anumit\u0103 zi, zile de weekend sau zile lucr\u0103toare. \u00cen dreapta acestui c\u00e2mp po\u021bi selecta \u0219i ora de la care automatizarea s\u0103 produc\u0103 efecte. Po\u021bi seta astfel ca o automatizare care trimite SMS-uri, de exemplu, s\u0103 le trimit\u0103 doar \u00een cursul s\u0103pt\u0103m\u00e2nii dup\u0103 ora 9.<\/li>\n<li><strong><em>\u0218ablon<\/em><\/strong> &#8211; \u00ee\u021bi permite s\u0103 alegi \u0219ablonul pe care vrei s\u0103 \u00eel folose\u0219ti.<\/li>\n<li><em><strong>Responsabil\/Destinatar<\/strong> &#8211; <\/em>cel care va primi sarcina sau emailul.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">De asemenea, o automatizare care deschide sarcini va avea urm\u0103torul extra parametru:<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong><em>Am\u00e2narea datei realiz\u0103rii<\/em><\/strong> &#8211; fa\u021ba de momentul \u00een care ruleaz\u0103 automatizarea, la c\u00e2te zile \u00een viitor s\u0103 fie termenul sarcinii (ex. daca automatizarea ruleaz\u0103 \u00een data de 01.01.2024 \u0219i au fost alese 3 zile, \u00een acea zi se va ad\u0103uga o sarcin\u0103 nou\u0103 cu termenul pe 04.01.2024).<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Suplimentar, pentru o automatizare care trimite un email vei mai avea urm\u0103torii parametrii:<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong><em>Expeditor<\/em><\/strong> &#8211; persoana din partea c\u0103reia se trimite emailul.<\/li>\n<li><strong><em>Testare A\/B <\/em><\/strong><em>&#8211;\u00a0<\/em>po\u021bi alege s\u0103 trimi\u021bi 2 \u0219abloane diferite de e-mail. Acestea se vor trimite la c\u00e2te 50% din adresele de e-mail care intr\u0103 in filtru pentru a putea testa care e-mail are performan\u021b\u0103 mai bun\u0103.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Dup\u0103 ce ai f\u0103cut toate set\u0103rile, apas\u0103 pe <strong>Salveaz\u0103 <\/strong>la fiecare pas al automatiz\u0103rii<em>.<\/em><\/p>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Dac\u0103, \u00een secven\u021ba de follow-up vei pune mai multe ac\u021biuni care dore\u0219ti s\u0103 se desf\u0103\u0219oare la distan\u021be diferite de zile, trebuie s\u0103 \u021bii cont de faptul c\u0103 timpul din sec\u021biunea zile \u00eent\u00e2rziere se refer\u0103 la zilele de \u00eent\u00e2rziere de la efectuarea ultimei ac\u021biuni. De exemplu, dac\u0103 la o zi de la \u00eendeplinirea condi\u021biei vrei s\u0103 se trimit\u0103 un e-mail c\u0103tre client \u0219i la cinci zile s\u0103 se trimit\u0103 o sarcin\u0103 utilizatorului, la prima sec\u021biune vei pune 1 zile, iar la cea de-a doua sec\u021biune vei pune 4 zile, astfel \u00eenc\u00e2t vor trece exact 5 zile de la \u00eendeplinirea condi\u021biei din filtru.<\/div>\n<p style=\"text-align: justify;\">Odat\u0103 ce ai definit to\u021bi pa\u0219ii pe care \u00eei vrei \u00een automatizarea ta (minimul e de un singur pas, dar po\u021bi avea automatiz\u0103ri cu oric\u00e2\u021bi pa\u0219i ai nevoie), nu uita s\u0103 dai click pe <strong>Activeaz\u0103.<\/strong><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53919 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.47.30.png\" alt=\"\" width=\"2860\" height=\"1348\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.47.30.png 2860w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.47.30-300x141.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.47.30-1024x483.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.47.30-768x362.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.47.30-1536x724.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.47.30-2048x965.png 2048w\" sizes=\"auto, (max-width: 2860px) 100vw, 2860px\" \/><\/p>\n<p style=\"text-align: justify;\">De aici, sistemul te va informa c\u0103 exist\u0103 dou\u0103 variante de activare a automatiz\u0103rii din care po\u021bi alege:<\/p>\n<p style=\"text-align: justify;\">Prima variant\u0103, cea de <strong>Toate cardurile<\/strong>, \u00eenseamn\u0103 c\u0103 automatizarea va rula pentru acei clien\u021bi pe care \u00eei ai deja \u00een filtru (\u0219i \u00ee\u021bi va indica \u0219i num\u0103rul acestora).<\/p>\n<p style=\"text-align: justify;\">A doua variant\u0103, cea de <strong>Doar carduri noi<\/strong>, \u00eenseamn\u0103 c\u0103 automatizarea va rula doar pentru contactele noi care vor intra \u00een filtru de la momentul activ\u0103rii automatiz\u0103rii.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53922 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.49.09.png\" alt=\"\" width=\"1274\" height=\"762\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.49.09.png 1274w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.49.09-300x179.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.49.09-1024x612.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.49.09-768x459.png 768w\" sizes=\"auto, (max-width: 1274px) 100vw, 1274px\" \/><\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Ca s\u0103 ai claritate asupra a ce clien\u021bi vor primi automatizarea ta, sfatul nostru este s\u0103 mergi pe varianta de<strong> Doar carduri noi<\/strong>.<\/div>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Unde g\u0103se\u0219ti toate automatiz\u0103rile tale (\u0219i cum le po\u021bi dezactiva)?<\/h3>\n<p style=\"text-align: justify;\">Odat\u0103 ce ai creat prima ta automatizare, o vei g\u0103si \u00een zona de <strong>Secven\u021be de follow-up<\/strong> de sub modulul \u00een care ai setat-o.<\/p>\n<p style=\"text-align: justify;\">D\u0103 click pe modulul respectiv, apoi pe mai <strong>Mai multe<\/strong>, iar prima op\u021biune care \u00ee\u021bi va ap\u0103rea sub linie va fi cea de <strong>Secven\u021be de follow-up<\/strong>. Click pe aceasta.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53925 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.51.53.png\" alt=\"\" width=\"426\" height=\"902\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.51.53.png 426w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.51.53-142x300.png 142w\" sizes=\"auto, (max-width: 426px) 100vw, 426px\" \/><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53928 \" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.53.16.png\" alt=\"\" width=\"427\" height=\"1172\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.53.16.png 428w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.53.16-109x300.png 109w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-10.53.16-373x1024.png 373w\" sizes=\"auto, (max-width: 427px) 100vw, 427px\" \/><\/p>\n<p style=\"text-align: justify;\">Ecranul \u00een care vei fi redirec\u021bionat va fi colec\u021bia ta de automatiz\u0103ri din sistem.<\/p>\n<p style=\"text-align: justify;\">Dac\u0103 arunci o privire la imaginea de mai jos, am \u00eemp\u0103r\u021bit acest ecran \u00een 4 zone, ca s\u0103 fie mai u\u0219or de \u00een\u021beles.<\/p>\n<p style=\"text-align: justify;\">Prima zon\u0103, \u0219i cea mai mare de-altfel, \u00ee\u021bi va ar\u0103ta \u00eentr-o vedere listat\u0103 toate automatiz\u0103rile tale. Cele active vor ap\u0103rea cu o <strong>bif\u0103 verde<\/strong>, \u00een timp ce cele inactive vor ap\u0103rea cu un <strong>punct gri<\/strong>. Vei putea vedea, de asemenea, \u00een ce folder sunt distribuite automatiz\u0103rile respective, pe c\u00e2te carduri (la c\u00e2\u021bi clien\u021bi) au rulat acestea \u0219i c\u00e2\u021bi pa\u0219i are fiecare automatizare.<\/p>\n<p style=\"text-align: justify;\">Zona doi \u00ee\u021bi permite s\u0103 vizualizezi automatiz\u0103rile \u00een func\u021bie de statusul lor: dac\u0103 sunt active \u0219i urmeaz\u0103 s\u0103 aibe loc, dac\u0103 sunt inactive, sau dac\u0103 se \u00eent\u00e2mpl\u0103 chiar la momentul \u00een care prive\u0219ti acest ecran (de exemplu, dac\u0103 ai setat ca o automatizare s\u0103 ruleze dup\u0103 ora 14:00 \u0219i e ora 14:03).<\/p>\n<p style=\"text-align: justify;\">Zona trei reprezint\u0103 organizarea automatiz\u0103rilor \u00een foldere. Sistemul vine cu dou\u0103 foldere predefinite &#8211; <strong>Implicit<\/strong> (unde se duc acele automatiz\u0103ri pe care le creezi tu) \u0219i <strong>Create din extensii<\/strong> (unde se duc automatiz\u0103rile ad\u0103ugate \u00een sistem la activarea de <a href=\"https:\/\/www.minicrm.ro\/help\/extensii2\/\">extensii<\/a>) &#8211; \u00eens\u0103 po\u021bi crea oric\u00e2t de multe foldere ai nevoie din zona patru, d\u00e2nd click pe cele trei bulinu\u021be verticale.<\/p>\n<p style=\"text-align: justify;\">P.S.: Mai jos, o s\u0103 vezi o imagine cu o interfa\u021b\u0103 pu\u021bin mai veche MiniCRM. Datorit\u0103 exemplelor prezente \u00een aceasta, \u0219i a structurii aproximativ identice, am ales s\u0103 o p\u0103str\u0103m, ca s\u0103 po\u021bi vedea multitudinea de automatiz\u0103ri posibile.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49451 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-10-18-at-12.07.24.png\" alt=\"\" width=\"2820\" height=\"1292\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-10-18-at-12.07.24.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-10-18-at-12.07.24-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-10-18-at-12.07.24-1024x469.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-10-18-at-12.07.24-768x352.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-10-18-at-12.07.24-1536x704.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-10-18-at-12.07.24-2048x938.png 2048w\" sizes=\"auto, (max-width: 2820px) 100vw, 2820px\" \/><\/p>\n<p style=\"text-align: justify;\">Ca s\u0103 dezactivezi o automatizare, aceasta trebuie s\u0103 fie, \u00een primul r\u00e2nd, activ\u0103 &#8211; adic\u0103 s\u0103 apar\u0103 cu bif\u0103 verde.<\/p>\n<p style=\"text-align: justify;\">Click pe automatizarea pe care vrei s\u0103 o dezactivezi.<\/p>\n<p style=\"text-align: justify;\">\u00cen ecranul ap\u0103rut, \u00een partea din dreapta sus, o s\u0103 vezi un buton ro\u0219u &#8211; <strong>Dezactiveaz\u0103<\/strong>.<\/p>\n<p style=\"text-align: justify;\">Click pe acesta \u0219i gata! &#8211; automatizarea \u00ee\u021bi va ap\u0103rea acum ca \u0219i dezactivat\u0103.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53931 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-11.00.28.png\" alt=\"\" width=\"2854\" height=\"1358\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-11.00.28.png 2854w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-11.00.28-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-11.00.28-1024x487.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-11.00.28-768x365.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-11.00.28-1536x731.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-18-at-11.00.28-2048x974.png 2048w\" sizes=\"auto, (max-width: 2854px) 100vw, 2854px\" \/><\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Resurse \u0219i idei de filtre \u0219i automatiz\u0103ri<\/h3>\n<p style=\"text-align: justify;\">Dac\u0103 ai \u00een\u021beles mecanismele a cum func\u021bioneaz\u0103 automatiz\u0103rile dar vrei mai multe idei despre cum s\u0103 le folose\u0219ti, avem pentru tine dou\u0103 resurse foarte importante:<\/p>\n<ol>\n<li style=\"text-align: justify;\">Workshop-ul de <em><strong>Notific\u0103ri automate pentru tine \u0219i clien\u021bii t\u0103i<\/strong> <\/em>(care are loc \u00een fiecare lun\u0103): <a href=\"https:\/\/www.minicrm.ro\/training\/filters\/\">https:\/\/www.minicrm.ro\/training\/filters\/<\/a><\/li>\n<li style=\"text-align: justify;\">Cartea de re\u021bete a notific\u0103rilor automate, pe care o po\u021bi desc\u0103rca de <a href=\"https:\/\/r3.minicrm.hu\/1\/Download\/S3\/?t=doc&amp;inline=1&amp;e=0mz9zhwup927q2kj0ta42ha93gqzyk\">aici<\/a>. Aceasta reprezint\u0103 un material cu 9+ idei de filtre \u0219i automatiz\u0103ri pe care le po\u021bi crea \u00eentr-o pauz\u0103 de cafea!<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat Ce reprezint\u0103 o secven\u021b\u0103 de follow-up sau o automatizare? Ce ac\u021biuni poate face o secven\u021b\u0103 de follow-up? Pa\u0219ii pentru setarea unei automatiz\u0103ri Unde g\u0103se\u0219ti toate automatiz\u0103rile tale (\u0219i cum le po\u021bi dezactiva)? Resurse \u0219i idei de filtre \u0219i automatiz\u0103ri La MiniCRM, exist\u0103 dou\u0103 tipuri de add on-uri referitoare la automatiz\u0103ri: Automatiz\u0103ri interne (interne sistemului, [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2529,2531,2499,2501],"tags":[1263,1269],"class_list":["post-21033","post","type-post","status-publish","format-standard","hentry","category-automatizari","category-automatizari-ro","category-ghid-de-pornire","category-pentru-administratori-si-manageri","tag-filter-ro","tag-follow-up-sequence-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Secven\u021be de follow-up (automatiz\u0103ri) - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat Ce reprezint\u0103 o secven\u021b\u0103 de follow-up sau o automatizare? 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