{"id":6869,"date":"2023-01-27T21:43:00","date_gmt":"2023-01-27T19:43:00","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/es\/?p=6869"},"modified":"2024-04-22T18:45:06","modified_gmt":"2024-04-22T15:45:06","slug":"napad-na-konfiguraciu-odosielania-vasich-ponuk","status":"publish","type":"post","link":"https:\/\/masterbase.com\/sk\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"N\u00e1pad na konfigur\u00e1ciu odosielania va\u0161ich pon\u00fak"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tReklam\u00e1cia v\u00fdrobku alebo slu\u017eby je azda jedn\u00fdm z naj\u010dastej\u0161\u00edch a najprierezovej\u0161\u00edch \u00fakonov v osobnom \u017eivote, ke\u010f potrebujeme vykona\u0165 opravu v dom\u00e1cnosti alebo spotrebi\u010da, pr\u00edpadne si profesion\u00e1lne objedna\u0165 slu\u017ebu.\n\nTo znamen\u00e1, \u017ee v\u017edy sa n\u00e1jde niekto, kto bude potrebova\u0165 cenov\u00fa ponuku. Ak chcete reagova\u0165 na t\u00fato potrebu a bez oh\u013eadu na ve\u013ekos\u0165 va\u0161ej spolo\u010dnosti, mus\u00edte ma\u0165 r\u00fdchly a \u00fa\u010dinn\u00fd mechanizmus na poskytovanie cenov\u00fdch pon\u00fak, ktor\u00e9 va\u0161e publikum potrebuje.\n\nV syst\u00e9me MasterBase\u00ae m\u00f4\u017eete automatizova\u0165 odosielanie a sledovanie existuj\u00facich cenov\u00fdch pon\u00fak, ktor\u00e9 m\u00f4\u017eete vytvori\u0165 zo \u0161abl\u00f3ny. Ka\u017ed\u00fd tvorca si m\u00f4\u017ee \u0161abl\u00f3nu prisp\u00f4sobi\u0165 tak, aby vyhovovala jeho cie\u013eom. Pozrime sa na jednu z mnoh\u00fdch mo\u017enost\u00ed ni\u017e\u0161ie.\n

Jeden zo sp\u00f4sobov konfigur\u00e1cie v syst\u00e9me MasterBase\u00ae.<\/h3>\nV prvom rade treba ma\u0165 na pam\u00e4ti, \u017ee MasterBase\u00ae m\u00e1 rozhrania naz\u00fdvan\u00e9 Sprievodcovia, ktor\u00e9 u\u013eah\u010duj\u00fa konfigur\u00e1ciu poh\u013eadov na formul\u00e1re, tabuliek a pr\u00edstupov\u00fdch bodov a umo\u017e\u0148uj\u00fa pou\u017e\u00edva\u0165 n\u00e1stroje v automatizovan\u00fdch procesoch. Na konfigur\u00e1ciu rie\u0161en\u00ed tak nemus\u00edte by\u0165 digit\u00e1lnym expertom.\n\nV tomto pr\u00edklade budeme predpoklada\u0165, \u017ee u\u017e m\u00e1me na\u0161u cenov\u00fa ponuku vo form\u00e1te PDF a to, \u010do potrebujeme urobi\u0165, je posla\u0165 ju z\u00e1kazn\u00edkom a sledova\u0165.\n\nPotrebujeme teda nasledovn\u00e9:\n
    \n \t
  1. Pomocou sprievodcu FormBuilder nastavte vstupn\u00fd formul\u00e1r, ktor\u00fd n\u00e1m umo\u017en\u00ed nahra\u0165 cenov\u00fa ponuku a \u00fadaje o z\u00e1kazn\u00edkoch pr\u00edjemcu. Formul\u00e1r m\u00f4\u017ee obsahova\u0165 napr\u00edklad polia ako \u010d\u00edslo ponuky, detail, d\u00e1tum odoslania, meno, e-maily pr\u00edjemcov at\u010f.<\/li>\n \t
  2. Prepojenie formul\u00e1ra s datab\u00e1zou na ukladanie jednotliv\u00fdch transakci\u00ed. Spojenie sa uskuto\u010d\u0148uje prostredn\u00edctvom apikey alebo hesla datab\u00e1zy.<\/li>\n \t
  3. V sprievodcovi GridForm nakonfigurujte tabu\u013eku na zobrazenie v\u0161etk\u00fdch transakci\u00ed, t. j. pon\u00fak s poliami, ktor\u00e9 sme definovali vo formul\u00e1ri. Pomocou sprievodcu m\u00f4\u017eete rozhodn\u00fa\u0165, ktor\u00e9 polia chcete zobrazi\u0165 a v akom porad\u00ed. Aby bolo v\u0161etko prepojen\u00e9, tabu\u013eka pou\u017e\u00edva aj apikey tej istej datab\u00e1zy, ktor\u00e1 bola zadan\u00e1 vo formul\u00e1ri.<\/li>\n \t
  4. Vytvorte pr\u00edstupov\u00e9 body na vizualiz\u00e1ciu prihlasovacieho formul\u00e1ra a tabu\u013eky so v\u0161etk\u00fdmi transakciami, \u010do urob\u00edme v sprievodcovi ikonou, ktor\u00fd n\u00e1m umo\u017e\u0148uje vybra\u0165 farby, obr\u00e1zok a vytvori\u0165 vz\u0165ah medzi zobrazen\u00edm formul\u00e1ra v bode 1 a tabu\u013ekou v bode 3. Potom m\u00f4\u017eeme udeli\u0165 pr\u00edstup osob\u00e1m, ktor\u00fdm chceme toto rie\u0161enie pou\u017ei\u0165 na odosielanie pon\u00fak. Napr\u00edklad cel\u00e9mu obchodn\u00e9mu t\u00edmu spolo\u010dnosti.\n

    Automatizujme tento proces<\/h3>\nU\u017e m\u00e1me potrebn\u00e9 prvky na podrobn\u00e9 nastavenie procesu, aby za n\u00e1s mohli pracova\u0165 automaty.<\/li>\n \t
  5. Proces sa mus\u00ed za\u010da\u0165 identifik\u00e1ciou pou\u017e\u00edvate\u013esk\u00e9ho \u00fa\u010dtu, jeho dom\u00e9ny a apikey datab\u00e1zy, v ktorej bud\u00fa ulo\u017een\u00e9 v\u0161etky transakcie. To sa dosiahne v\u010faka n\u00e1stroju SmartData.<\/li>\n \t
  6. Potom mus\u00edme nakonfigurova\u0165 prijatie nov\u00e9ho z\u00e1znamu, t. j. odoslanie ponuky nahranej do n\u00e1\u0161ho formul\u00e1ra. Na tento \u00fa\u010del pou\u017eijeme n\u00e1stroj RDS, ktor\u00fd je \u0161peci\u00e1lne navrhnut\u00fd pre datab\u00e1zy MasterBase\u00ae.<\/li>\n \t
  7. Teraz, ke\u010f m\u00e1me registr\u00e1ciu, mus\u00edme ju odosla\u0165 s prisp\u00f4soben\u00fdm telom e-mailu a cenovou ponukou ako pr\u00edlohou. Na to mus\u00edme pou\u017ei\u0165 dva n\u00e1stroje. Najprv pomocou n\u00e1stroja Download vyh\u013ead\u00e1me HTML, ktor\u00fd pou\u017eijeme ako telo e-mailu, a pomocou n\u00e1stroja UniqueMail ho prisp\u00f4sob\u00edme a odo\u0161leme s prilo\u017eenou cenovou ponukou vo form\u00e1te PDF.\n

    Ako m\u00f4\u017ee toto rie\u0161enie r\u00e1s\u0165?<\/h3>\nV\u010faka flexibilite syst\u00e9mov MasterBase\u00ae a Configware m\u00f4\u017eu procesy a rie\u0161enia r\u00e1s\u0165, zdokona\u013eova\u0165 sa alebo upravova\u0165 bez toho, aby bolo potrebn\u00e9 za\u010d\u00edna\u0165 od nuly. V\u010faka v\u0161etk\u00e9mu uveden\u00e9mu sme schopn\u00ed posla\u0165 z\u00e1kazn\u00edkovi existuj\u00facu cenov\u00fa ponuku. Mohli by sme v\u0161ak \u00eds\u0165 e\u0161te hlb\u0161ie a automatizova\u0165 e\u0161te viac t\u00fdm, \u017ee v tom istom procese vytvor\u00edme cenov\u00fa ponuku a spust\u00edme op\u00e4tovn\u00e9 odoslanie, ak zist\u00edme, \u017ee n\u00e1\u0161 e-mail nebol otvoren\u00fd.\n

    Pr\u00edprava cenovej ponuky a n\u00e1sledn\u00e9 opatrenia<\/h3>\n<\/li>\n \t
  8. M\u00f4\u017eeme po\u017eiada\u0165 webov\u00e9ho dizajn\u00e9ra o vytvorenie \u0161abl\u00f3ny HTML s dizajnom na\u0161ej ponuky. V\u010faka tomu u\u017e zost\u00e1va len zada\u0165 do \u0161abl\u00f3ny cesty s formul\u00e1rov\u00fdmi po\u013eami, aby automaty vykonali pr\u00e1cu pri vyp\u013a\u0148an\u00ed cenovej ponuky. Rovnak\u00e9 polia formul\u00e1ra: \u010d\u00edslo cenovej ponuky, detail, d\u00e1tum odoslania, meno, e-maily pr\u00edjemcu at\u010f.<\/li>\n \t
  9. M\u00f4\u017eeme nakonfigurova\u0165 konkr\u00e9tny proces tak, aby automaty priradili korela\u010dn\u00e9 \u010d\u00edslo ka\u017edej novej ponuke.<\/li>\n \t
  10. Na zabezpe\u010denie primeran\u00e9ho sledovania m\u00f4\u017eeme nastavi\u0165 proces tak, aby automaty op\u00e4tovne odoslali ponuku na tret\u00ed de\u0148, ak ju pr\u00edjemca neotvoril. Op\u00e4tovn\u00e9 odoslanie m\u00f4\u017eeme nastavi\u0165 to\u013ekokr\u00e1t, ko\u013ekokr\u00e1t pova\u017eujeme za potrebn\u00e9, dokonca s in\u00fdm HTML ako pri prvom odoslan\u00ed, aby sme dosiahli lep\u0161\u00ed v\u00fdsledok.<\/li>\n<\/ol>\nToto je len \u010fal\u0161\u00ed n\u00e1pad a pr\u00edklad toho, \u010do v\u0161etko m\u00f4\u017eete vytvori\u0165 pomocou MasterBase\u00ae, jeho n\u00e1strojov a automatov, ktor\u00e9 pracuj\u00fa pre v\u00e1s. Poz\u00fdvame v\u00e1s, aby ste svojim n\u00e1padom dali digit\u00e1lnu podobu.\n\n \n\n\"\"<\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
    \n\t\t\t\t
    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"tvorcovia\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    Reklam\u00e1cia v\u00fdrobku alebo slu\u017eby je azda jedn\u00fdm z naj\u010dastej\u0161\u00edch a najprierezovej\u0161\u00edch \u00fakonov v osobnom \u017eivote, ke\u010f potrebujeme vykona\u0165 opravu v dom\u00e1cnosti alebo spotrebi\u010da, pr\u00edpadne si profesion\u00e1lne objedna\u0165 slu\u017ebu.<\/p>","protected":false},"author":239642484,"featured_media":7204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[1],"tags":[],"class_list":["post-6869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nIdea para configurar el env\u00edo de tus cotizaciones - MasterBase\u00ae<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/masterbase.com\/sk\/napad-na-konfiguraciu-odosielania-vasich-ponuk\/masterbase\/\" \/>\n<meta property=\"og:locale\" content=\"sk_SK\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Idea para configurar el env\u00edo de tus cotizaciones - MasterBase\u00ae\" \/>\n<meta property=\"og:description\" content=\"Cotizar un producto o servicio es quiz\u00e1 una de las acciones m\u00e1s frecuentes y transversales, en la vida personal cuando necesitamos realizar alg\u00fan arreglo en la casa o en alg\u00fan artefacto, o profesionalmente para contratar alg\u00fan servicio.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/masterbase.com\/sk\/napad-na-konfiguraciu-odosielania-vasich-ponuk\/masterbase\/\" \/>\n<meta property=\"og:site_name\" content=\"MasterBase\u00ae\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-27T19:43:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-22T15:45:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/masterbase.com\/wp-content\/uploads\/2023\/12\/new-jan-02.png?fit=1024%2C681&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"681\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Alejandro Dur\u00e1n\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Autor\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alejandro Dur\u00e1n\" \/>\n\t<meta name=\"twitter:label2\" content=\"Predpokladan\u00fd \u010das \u010d\u00edtania\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 min\u00faty\" \/>\n<script type=\"application\/ld+json\" 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