{"id":48854,"date":"2023-09-26T08:21:13","date_gmt":"2023-09-26T06:21:13","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=48854"},"modified":"2025-11-27T13:18:38","modified_gmt":"2025-11-27T12:18:38","slug":"trimiterea-de-mesaje-in-masa-catre-cardurile-conectate","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/trimiterea-de-mesaje-in-masa-catre-cardurile-conectate\/","title":{"rendered":"Trimiterea de mesaje \u00een mas\u0103 c\u0103tre cardurile conectate"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/VS3Au-Kgk_g?si=hmMkzF0uDflBBBu8\" 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>Rezumat<\/h3>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">C\u00e2nd ai putea avea nevoie s\u0103 trimi\u021bi un e-mail \u00een mas\u0103 c\u0103tre cardurile asociate ale unui client de-al t\u0103u?<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Cum s\u0103 trimi\u021bi un astfel de e-mail \u00een mas\u0103, manual?<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Cum s\u0103 trimi\u021bi un astfel de e-mail \u00een mas\u0103, automat?<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Ca s\u0103 po\u021bi s\u0103 treci prin pa\u0219ii pe care o s\u0103-i descriem mai jos, vei avea nevoie de trei add on-uri: <strong>Carduri conectate<\/strong> (care \u00ee\u021bi permite s\u0103 faci asocieri \u00eentre cardurile de oportunitate ale clien\u021bilor t\u0103i), <strong>Trimiterea de e-mailuri\/SMS \u00een mas\u0103<\/strong> \u0219i <strong>Notific\u0103ri automate \u0219i campanii<\/strong> (care d\u0103 voie sistemului s\u0103 fie el atent \u00een locul t\u0103u la atunci c\u00e2nd un mesaj \u00een mas\u0103 trebuie trimis, \u00een baza criteriilor selectate de tine) .<\/div>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Serviciul de trimitere a SMS-urilor este un <strong>serviciu contra-cost<\/strong>. Tariful per SMS difer\u0103 \u00een func\u021bie de \u021bara de destina\u021bie, iar un tabel al tarifelor poate fi consultat <a href=\"https:\/\/www.minicrm.ro\/help\/sms-din-minicrm\/#costuri-sms\">aici<\/a>. Pentru activarea trimiterii de SMS-uri g\u0103se\u0219ti mai multe detalii <a href=\"https:\/\/www.minicrm.ro\/help\/sms-din-minicrm\/#activare-sms\">aici<\/a>.<\/div>\n<h3><\/h3>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">C\u00e2nd ai putea avea nevoie s\u0103 trimi\u021bi un e-mail\/SMS \u00een mas\u0103 c\u0103tre cardurile asociate ale unui client de-al t\u0103u?<\/h3>\n<p>Iat\u0103 (doar) trei scenarii \u00een care ai putea avea nevoie s\u0103 trimi\u021bi un e-mail \u00een mas\u0103 c\u0103tre cardurile asociate ale unui client:<\/p>\n<ol>\n<li>Atunci c\u00e2nd folose\u0219ti cardurile conectate ca s\u0103 \u021bii eviden\u021ba furnizorilor sau partenerilor cu care colaborezi pe un anumit client<\/li>\n<li>Atunci c\u00e2nd companiile cu care lucrezi sunt grupate \u00een func\u021bie de serviciile pe care le oferi fiec\u0103reia<\/li>\n<li>Atunci c\u00e2nd lucrezi \u00een zona de HR \u0219i vrei s\u0103 aloci candida\u021bi c\u0103tre o companie anume<\/li>\n<\/ol>\n<p>\u00cen generalaa, atunci c\u00e2nd ai un num\u0103r de carduri \u00eentr-un produ,s pe care vrei s\u0103 le conectezi cu un alt num\u0103r de carduri\u00a0 dintr-un alt produs, s-ar putea s\u0103 fie o situa\u021bie \u00een care s\u0103 ai nevoie de trimiterea \u00een mas\u0103 de e-mailuri c\u0103tre cardurile conectate.<\/p>\n<h3><\/h3>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Cum s\u0103 trimi\u021bi un astfel de e-mail\/SMS \u00een mas\u0103, manual?<\/h3>\n<p>Ca s\u0103 trimi\u021bi un e-mail \u00een mas\u0103 manual c\u0103tre cardurile conectate de la un client, nu este nevoie s\u0103 ai drepturi speciale \u00een sistem &#8211; po\u021bi face asta \u0219i \u00een calitate de utilizator.<\/p>\n<p>\u00cen primul r\u00e2nd, va trebui s\u0103 porne\u0219ti de la un filtru, \u00een care po\u021bi folosi ca \u0219i condi\u021bie de filtrare principal\u0103 numele companiei c\u0103tre ale c\u0103rei carduri vrei s\u0103 trimi\u021bi informarea (dac\u0103 ai \u00een vedere o singur\u0103 companie), industria (dac\u0103 vrei s\u0103 trimi\u021bi e-mailul\/SMS-ul \u00een func\u021bie de serviciile oferite c\u0103tre un grup de companii) sau orice alt criteriu ai nevoie.<\/p>\n<p>Ca s\u0103 po\u021bi trimite e-mailul\/SMS-ul \u00een mas\u0103, nu uita s\u0103 \u0219i salvezi filtrul respectiv. \u00cel po\u021bi \u0219terge ulterior dac\u0103 nu vei mai avea nevoie de el.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54222 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.26.49.png\" alt=\"\" width=\"2782\" height=\"1336\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.26.49.png 2782w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.26.49-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.26.49-1024x492.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.26.49-768x369.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.26.49-1536x738.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.26.49-2048x984.png 2048w\" sizes=\"auto, (max-width: 2782px) 100vw, 2782px\" \/><\/p>\n<p>Click pe <strong>Trimite mesaj<\/strong> \u0219i alege \u00eentre a trimite un e-mail sau un SMS.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54231 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.28.05.png\" alt=\"\" width=\"2818\" height=\"1366\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.28.05.png 2818w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.28.05-300x145.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.28.05-1024x496.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.28.05-768x372.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.28.05-1536x745.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.28.05-2048x993.png 2048w\" sizes=\"auto, (max-width: 2818px) 100vw, 2818px\" \/><\/p>\n<p>Din fereastra care \u021bi s-a deschis, selecteaz\u0103 <strong>\u0219ablonul<\/strong> de e-mail sau SMS pe care vrei s\u0103 \u00eel trimi\u021bi \u0219i c\u00e2nd vrei ca textul respectiv s\u0103 ajung\u0103 (\u00een zona de <strong>Sincronizare<\/strong>).<\/p>\n<p>\u00cen ceea ce prive\u0219te <strong>Destinatarul<\/strong>, click pe c\u00e2mpul de dropdown \u0219i selecteaz\u0103 <strong>Contactul principal al cardului conectat<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54234 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.29.40.png\" alt=\"\" width=\"1454\" height=\"1164\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.29.40.png 1454w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.29.40-300x240.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.29.40-1024x820.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.29.40-768x615.png 768w\" sizes=\"auto, (max-width: 1454px) 100vw, 1454px\" \/><\/p>\n<h3><\/h3>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Cum s\u0103 trimi\u021bi un astfel de e-mail\/SMS \u00een mas\u0103, automat?<\/h3>\n<p>Pentru a afla mai multe detalii despre cum s\u0103 construie\u0219ti o automatizare, te rog s\u0103 vizitezi <a href=\"https:\/\/www.minicrm.ro\/help\/secvente-de-follow-up-automatizari\/#anchor-4\">pagina de Help dedicat\u0103<\/a>.<\/p>\n<p>Ca s\u0103 po\u021bi s\u0103 treci prin pa\u0219ii descri\u0219i acolo, trebuie s\u0103 ai drepturi de administrator \u00een sistem.<\/p>\n<p>\u00cen momentul \u00een care te aflii pe pagina de configurare, \u00een mod similar ca mai sus, selecteaz\u0103 \u00een c\u0103su\u021ba de <strong>Destinatar<\/strong> ca e-mailul\/SMS-ul s\u0103 ajung\u0103 la <strong>Contactul principal al cardului conectat<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54237 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.32.03.png\" alt=\"\" width=\"2800\" height=\"1372\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.32.03.png 2800w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.32.03-300x147.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.32.03-1024x502.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.32.03-768x376.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.32.03-1536x753.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/09\/Screenshot-2024-09-19-at-14.32.03-2048x1004.png 2048w\" sizes=\"auto, (max-width: 2800px) 100vw, 2800px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ufeff Rezumat C\u00e2nd ai putea avea nevoie s\u0103 trimi\u021bi un e-mail \u00een mas\u0103 c\u0103tre cardurile asociate ale unui client de-al t\u0103u? Cum s\u0103 trimi\u021bi un astfel de e-mail \u00een mas\u0103, manual? Cum s\u0103 trimi\u021bi un astfel de e-mail \u00een mas\u0103, automat? Ca s\u0103 po\u021bi s\u0103 treci prin pa\u0219ii pe care o s\u0103-i descriem mai jos, [&hellip;]<\/p>\n","protected":false},"author":108,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2547,2545,2543],"tags":[],"class_list":["post-48854","post","type-post","status-publish","format-standard","hentry","category-sms-si-alte-canale-de-comunicare","category-trimiterea-e-mailurilor","category-trimiterea-de-mesaje"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Trimiterea de mesaje \u00een mas\u0103 c\u0103tre cardurile conectate - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"\ufeff Rezumat C\u00e2nd ai putea avea nevoie s\u0103 trimi\u021bi un e-mail \u00een mas\u0103 c\u0103tre cardurile asociate ale unui client de-al t\u0103u? 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