{"id":6045,"date":"2026-07-12T10:01:11","date_gmt":"2026-07-12T08:01:11","guid":{"rendered":"https:\/\/branike.com\/prirucka\/formulare-crm\/"},"modified":"2026-07-31T20:35:18","modified_gmt":"2026-07-31T18:35:18","slug":"formulare-crm","status":"publish","type":"kb_article","link":"https:\/\/branike.com\/prirucka\/formulare-crm\/","title":{"rendered":"Formul\u00e1re a CRM"},"content":{"rendered":"\n<p class=\"wp-block-branike-text\">Formul\u00e1r, ktor\u00fd len po\u0161le e-mail, je premrhan\u00e1 pr\u00edle\u017eitos\u0165. Dopyt skon\u010d\u00ed v schr\u00e1nke, o mesiac ho nikto nen\u00e1jde a nikto nevie poveda\u0165, ko\u013eko z odoslan\u00fdch dopytov sa premenilo na z\u00e1kazku.<\/p>\n\n\n<p class=\"wp-block-branike-text\">Prepojenie s CRM to men\u00ed na dve veci naraz: <strong>dopyt sa nestrat\u00ed<\/strong> a <strong>za\u010dne sa o\u0148 stara\u0165 syst\u00e9m<\/strong>, aj ke\u010f vy pr\u00e1ve nem\u00e1te \u010das.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">\u010co sa stane po odoslan\u00ed<\/h2>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Zalo\u017e\u00ed sa kontakt<\/strong> \u2014 alebo sa dopln\u00ed ten, ktor\u00fd u\u017e existuje. Rozpozn\u00e1va sa pod\u013ea e-mailu, tak\u017ee druh\u00fd dopyt od tej istej osoby nevytvor\u00ed duplicitu.<\/li>\n\n\n<li><strong>Vyplnen\u00e9 \u00fadaje sa ulo\u017eia k nemu<\/strong> pod\u013ea toho, ako ste polia priradili.<\/li>\n\n\n<li><strong>Prid\u00e1 sa \u0161t\u00edtok a zaradenie do zoznamu<\/strong>, tak\u017ee sa dopyt z cenn\u00edka odl\u00ed\u0161i od dopytu na servis.<\/li>\n\n\n<li><strong>Zap\u00ed\u0161e sa do \u010dasovej osi<\/strong> \u2014 o pol roka viete, \u010d\u00edm sa vz\u0165ah za\u010dal a \u010do presne \u010dlovek nap\u00edsal.<\/li>\n\n\n<li><strong>M\u00f4\u017ee sa spusti\u0165 s\u00e9ria spr\u00e1v<\/strong> \u2014 potvrdenie hne\u010f, o dva dni dopl\u0148uj\u00face inform\u00e1cie, o p\u00e4\u0165 dn\u00ed ponuka.<\/li>\n\n\n<li><strong>Pripo\u010d\u00edta sa sk\u00f3re<\/strong>, tak\u017ee sa kontakt posunie bli\u017e\u0161ie k tomu, aby ste sa mu venovali osobne.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">Priradenie pol\u00ed<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Aby to fungovalo, treba pri ka\u017edom poli poveda\u0165, kam v CRM patr\u00ed. Je to jednorazov\u00e1 pr\u00e1ca a rozhoduje o tom, \u010di bud\u00fa \u00fadaje pou\u017eite\u013en\u00e9:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>E-mail<\/strong> je povinn\u00fd \u2014 bez neho sa kontakt ned\u00e1 rozpozna\u0165 ani oslovi\u0165.<\/li>\n\n\n<li><strong>Meno, telef\u00f3n, firma<\/strong> maj\u00fa svoje miesta v karte kontaktu.<\/li>\n\n\n<li><strong>\u010coko\u013evek \u0161pecifick\u00e9<\/strong> \u2014 po\u010det zamestnancov, mesto, typ slu\u017eby \u2014 smerujte do <strong>vlastn\u00fdch pol\u00ed<\/strong>. Tie sa daj\u00fa nesk\u00f4r pou\u017ei\u0165 v segmentoch aj v e-mailoch.<\/li>\n\n\n<li><strong>Skryt\u00e9 pole so zdrojom<\/strong> \u2014 ak m\u00e1te ten ist\u00fd formul\u00e1r na viacer\u00fdch str\u00e1nkach, vlo\u017ete do\u0148 skryt\u00e9 pole s ozna\u010den\u00edm miesta. Nesk\u00f4r presne viete, ktor\u00e1 str\u00e1nka dopyty prin\u00e1\u0161a.<\/li>\n\n<\/ul>\n\n\n<p class=\"wp-block-branike-text\">\ud83d\udd34 Pole, ktor\u00e9 nech\u00e1te ako vo\u013en\u00fd text, sa filtrova\u0165 rozumne ned\u00e1. Ak z odpovede chcete robi\u0165 skupiny, spravte z nej v\u00fdber z mo\u017enost\u00ed.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">S\u00fahlas<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Toto je pr\u00e1vne najd\u00f4le\u017eitej\u0161ia \u010das\u0165. Odoslan\u00edm dopytu v\u00e1m \u010dlovek d\u00e1va s\u00fahlas s <strong>vybaven\u00edm toho dopytu<\/strong>. Ak mu chcete nesk\u00f4r posiela\u0165 aj obchodn\u00e9 spr\u00e1vy, mus\u00ed to by\u0165 pri formul\u00e1ri <strong>povedan\u00e9 zrozumite\u013ene a ods\u00fahlasen\u00e9 samostatne<\/strong>.<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Pole s\u00fahlasu je samostatn\u00fd typ po\u013ea<\/strong> a uklad\u00e1 sa aj so svoj\u00edm znen\u00edm. Viete teda kedyko\u013evek dolo\u017ei\u0165, s \u010d\u00edm presne \u010dlovek s\u00fahlasil \u2014 nie len \u017ee \u201enejak\u00fd s\u00fahlas dal&#8220;.<\/li>\n\n\n<li><strong>S\u00fahlas nesmie by\u0165 predvyplnen\u00fd.<\/strong> Predzna\u010den\u00e9 pol\u00ed\u010dko nie je s\u00fahlas.<\/li>\n\n\n<li><strong>S\u00fahlas s obchodn\u00fdmi spr\u00e1vami odde\u013ete<\/strong> od s\u00fahlasu so spracovan\u00edm dopytu. S\u00fa to dve r\u00f4zne veci.<\/li>\n\n\n<li><strong>Odhl\u00e1senie z odberu funguje v\u017edy<\/strong>, v ka\u017edom odoslanom e-maile \u2014 aj keby licencia neplatila.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">Predvyplnenie pre zn\u00e1meho n\u00e1v\u0161tevn\u00edka<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Ke\u010f je n\u00e1v\u0161tevn\u00edk rozpoznan\u00fd \u2014 napr\u00edklad pri\u0161iel z v\u00e1\u0161ho e-mailu alebo je prihl\u00e1sen\u00fd \u2014 formul\u00e1r mu m\u00f4\u017ee by\u0165 predvyplnen\u00fd. U\u0161etr\u00ed to prepisovanie \u00fadajov, ktor\u00e9 u\u017e m\u00e1te.<\/p>\n\n\n<p class=\"wp-block-branike-text\">\ud83d\udd34 Predvyp\u013a\u0148a sa <strong>v\u00fdhradne z \u00fadajov na serveri<\/strong>, nikdy z adresy str\u00e1nky. Je to z\u00e1sadn\u00e9 bezpe\u010dnostn\u00e9 rozhodnutie: keby sa dalo predvyplni\u0165 z odkazu, sta\u010dilo by komuko\u013evek podstr\u010di\u0165 adresu s cudz\u00edm menom a e-mailom.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Typick\u00e9 scen\u00e1re, ktor\u00e9 sa oplat\u00ed postavi\u0165<\/h2>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Dopyt \u2192 potvrdenie \u2192 pripomienka v\u00e1m.<\/strong> Z\u00e1kazn\u00edk dostane potvrdenie hne\u010f a v\u00e1m sa po dvoch d\u0148och pripomenie, ak ste e\u0161te neodpovedali.<\/li>\n\n\n<li><strong>Materi\u00e1l zdarma \u2192 s\u00e9ria spr\u00e1v.<\/strong> Formul\u00e1r odomkne stiahnutie a spust\u00ed s\u00e9riu, ktor\u00e1 vz\u0165ah rozv\u00edja.<\/li>\n\n\n<li><strong>Cenov\u00fd dopyt \u2192 \u0161t\u00edtok \u2192 segment \u201ehor\u00faci&#8220;.<\/strong> Kto sa p\u00fdtal na cenu a nek\u00fapil, je najlep\u0161\u00ed kandid\u00e1t na osobn\u00e9 oslovenie.<\/li>\n\n\n<li><strong>Objedn\u00e1vkov\u00fd formul\u00e1r \u2192 fakt\u00fara \u2192 kontakt.<\/strong> Z odoslania vznikne skuto\u010dn\u00fd doklad a z\u00e1kazn\u00edk sa objav\u00ed v CRM s hist\u00f3riou.<\/li>\n\n\n<li><strong>Prihl\u00e1\u0161ka do skupiny \u2192 schv\u00e1lenie \u2192 \u010dlensk\u00e9 ceny.<\/strong> Ve\u013ekoobchodn\u00fd z\u00e1kazn\u00edk po\u017eiada, vy schv\u00e1lite a ceny sa mu zmenia samy.<\/li>\n\n\n<li><strong>Hodnotenie po slu\u017ebe.<\/strong> Formul\u00e1r rozposlan\u00fd s\u00e9riou po term\u00edne \u2014 sp\u00e4tn\u00e1 v\u00e4zba, ktor\u00fa by ste inak nikdy nez\u00edskali.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">\u010co sledova\u0165<\/h2>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Pomer zobrazen\u00ed a odoslan\u00ed.<\/strong> Ak formul\u00e1r videlo p\u00e4\u0165sto \u013eud\u00ed a odoslalo sedem, probl\u00e9m nie je v n\u00e1v\u0161tevnosti.<\/li>\n\n\n<li><strong>Zdroj dopytov<\/strong> pod\u013ea skryt\u00e9ho po\u013ea \u2014 ktor\u00e1 str\u00e1nka naozaj prin\u00e1\u0161a z\u00e1kazky.<\/li>\n\n\n<li><strong>\u010co sa z dopytov stalo.<\/strong> \u0160t\u00edtok \u201estav-ponuka-odoslan\u00e1&#8220; a \u201estav-klient&#8220; v\u00e1m po pol roku povedia \u00faspe\u0161nos\u0165.<\/li>\n\n\n<li><strong>Ktor\u00e9 pole \u013eudia nevyp\u013a\u0148aj\u00fa.<\/strong> B\u00fdva to to, ktor\u00e9 tam nemus\u00ed by\u0165.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">Ke\u010f sa kontakt v CRM neobjav\u00ed<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Prejdite tieto mo\u017enosti v tomto porad\u00ed \u2014 takmer v\u017edy je to jedna z prv\u00fdch troch:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Formul\u00e1r nem\u00e1 pole s e-mailom priraden\u00e9 ako e-mail.<\/strong> Bez rozpoznate\u013enej adresy sa kontakt ned\u00e1 zalo\u017ei\u0165.<\/li>\n\n\n<li><strong>Prepojenie s CRM nie je pri danom formul\u00e1ri zapnut\u00e9.<\/strong> Nastavuje sa per formul\u00e1r, nie glob\u00e1lne.<\/li>\n\n\n<li><strong>Kontakt existuje, len ste ho h\u013eadali inak.<\/strong> Ak u\u017e osoba v CRM bola, nov\u00fd z\u00e1znam nevznikne \u2014 \u00fadaje sa doplnia k existuj\u00facemu.<\/li>\n\n\n<li><strong>Odoslanie sa v\u00f4bec neulo\u017eilo.<\/strong> Pozrite sa do zoznamu odoslan\u00ed pri formul\u00e1ri. Ak nie je ani tam, probl\u00e9m je pred CRM.<\/li>\n\n\n<li><strong>Kontakt je na zozname zak\u00e1zan\u00fdch adries.<\/strong> Vtedy sa z\u00e1merne nezaklad\u00e1 ani neoslovuje.<\/li>\n\n<\/ul>\n\n\n<p class=\"wp-block-branike-text\">Overujte v\u017edy <strong>v zozname odoslan\u00ed na serveri<\/strong>, nie pod\u013ea toho, \u017ee formul\u00e1r po odoslan\u00ed zobrazil po\u010fakovanie. Po\u010fakovanie znamen\u00e1, \u017ee prehliada\u010d dostal odpove\u010f \u2014 nie \u017ee sa v\u0161etko nadv\u00e4zuj\u00face podarilo.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Na \u010do si da\u0165 pozor<\/h2>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Neposielajte z formul\u00e1ra rovno newsletter.<\/strong> Dopyt nie je prihl\u00e1senie na odber, aj ke\u010f je v \u0148om e-mail.<\/li>\n\n\n<li><strong>Otestujte cel\u00fd re\u0165azec.<\/strong> Odoslanie \u2192 e-mail \u2192 kontakt v CRM \u2192 prv\u00fd e-mail zo s\u00e9rie. Prv\u00fdkr\u00e1t naostro.<\/li>\n\n\n<li><strong>S\u00e9riu si nechajte posla\u0165 sebe.<\/strong> Text, ktor\u00fd znie dobre v editore, znie inak v schr\u00e1nke.<\/li>\n\n\n<li><strong>Nep\u00fdtajte \u00fadaje, ktor\u00e9 nepou\u017eijete.<\/strong> Ka\u017ed\u00e9 pole navy\u0161e zni\u017euje po\u010det odoslan\u00ed a zvy\u0161uje objem osobn\u00fdch \u00fadajov, za ktor\u00e9 ru\u010d\u00edte.<\/li>\n\n\n<li><strong>Premyslite si, ako dlho odoslania dr\u017e\u00edte.<\/strong> Dopyt spred piatich rokov je z\u00e1v\u00e4zok, nie majetok.<\/li>\n\n\n<li><strong>Duplicity rie\u0161te hne\u010f.<\/strong> Dva z\u00e1znamy tej istej osoby znamenaj\u00fa dva e-maily a rozdelen\u00fa hist\u00f3riu.<\/li>\n\n\n<li><strong>Doru\u010dite\u013enos\u0165 vyrie\u0161te pred spusten\u00edm s\u00e9rie.<\/strong> Automatick\u00e9 spr\u00e1vy, ktor\u00e9 kon\u010dia v spame, kazia poves\u0165 odosielate\u013ea aj pre be\u017en\u00e9 e-maily.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">\u010ealej<\/h2>\n\n\n<ul class=\"wp-block-list\">\n\n<li><a href=\"https:\/\/branike.com\/prirucka\/formulare-prehlad\/\">Formul\u00e1re bez k\u00f3du \u2014 preh\u013ead<\/a><\/li>\n\n\n<li><a href=\"https:\/\/branike.com\/prirucka\/crm-prehlad\/\">\u010co je Branike CRM?<\/a><\/li>\n\n\n<li><a href=\"https:\/\/branike.com\/prirucka\/ako-pouzivat-crm\/\">Ako pou\u017e\u00edva\u0165 CRM \u2014 kontakty a \u0161t\u00edtky<\/a><\/li>\n\n\n<li><a href=\"https:\/\/branike.com\/prirucka\/lead-magnet\/\">Lead magnet \u2014 z\u00edskajte e-maily<\/a><\/li>\n\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Odoslan\u00fd formul\u00e1r automaticky vytvor\u00ed alebo dopln\u00ed kontakt v CRM \u2014 bez Zapieru.<\/p>\n","protected":false},"author":1,"featured_media":0,"template":"","meta":{"_bkb_access":"public","_bkb_min_tier":"basic","_bkb_teaser":"","_bkb_featured":false,"_bt_container":"","_bt_sidebar":"","_bt_show_title":"","footnotes":"","_bseo_title":"","_bseo_description":"Ka\u017ed\u00e9 odoslanie formul\u00e1ra viete napoji\u0165 na CRM: vytvor\u00ed alebo dopln\u00ed kontakt, prirad\u00ed \u0161t\u00edtok a m\u00f4\u017ee spusti\u0165 e-mailov\u00fa sekvenciu. Cel\u00fd lead flow be\u017e\u00ed na jednom m","_bseo_noindex":"","_bseo_nofollow":"","_bseo_canonical":"","_bseo_og_title":"","_bseo_og_description":"","_bseo_og_image_id":0,"_bseo_og_image_url":"","_bseo_focus_keyword":""},"kb_category":[40],"kb_tag":[],"class_list":["post-6045","kb_article","type-kb_article","status-publish","hentry","kb_category-formulare"],"_links":{"self":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/6045","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/types\/kb_article"}],"author":[{"embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/users\/1"}],"version-history":[{"count":2,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/6045\/revisions"}],"predecessor-version":[{"id":6703,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/6045\/revisions\/6703"}],"wp:attachment":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/media?parent=6045"}],"wp:term":[{"taxonomy":"kb_category","embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_category?post=6045"},{"taxonomy":"kb_tag","embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_tag?post=6045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}