{"id":7271,"date":"2026-08-05T14:20:20","date_gmt":"2026-08-05T12:20:20","guid":{"rendered":"https:\/\/branike.com\/prirucka\/co-sa-samo-zapise-do-crm\/"},"modified":"2026-08-05T16:09:46","modified_gmt":"2026-08-05T14:09:46","slug":"co-sa-samo-zapise-do-crm","status":"publish","type":"kb_article","link":"https:\/\/branike.com\/prirucka\/co-sa-samo-zapise-do-crm\/","title":{"rendered":"\u010co sa v\u00e1m samo zap\u00ed\u0161e do CRM"},"content":{"rendered":"\n<p class=\"wp-block-branike-text\">Branike CRM nie je len zoznam e-mailov, ktor\u00e9 ste nazbierali formul\u00e1rom. Rezerv\u00e1cie, prihl\u00e1\u0161ky na podujatia, dokon\u010den\u00e9 kurzy aj objedn\u00e1vky si do\u0148 zapisuj\u00fa samy \u2014 bez toho, aby ste \u010doko\u013evek zap\u00ednali alebo prep\u00e1jali.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\">Tento n\u00e1vod je mapa: <strong>\u010do sa zap\u00ed\u0161e, odkia\u013e, za ak\u00fdch podmienok a kde to potom uvid\u00edte.<\/strong> Je to z\u00e1rove\u0148 odpove\u010f na ot\u00e1zku, ktor\u00fa si polo\u017e\u00ed ka\u017ed\u00fd po p\u00e1r mesiacoch \u2014 <em>\u201eodkia\u013e sa mi tu vzal tento kontakt?&#8220;<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">Jedno pravidlo, ktor\u00e9 plat\u00ed v\u0161ade<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\">Nech pr\u00edde z\u00e1znam odkia\u013eko\u013evek, CRM s n\u00edm nalo\u017e\u00ed rovnako:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Bez platn\u00e9ho e-mailu sa nestane ni\u010d.<\/strong> \u017diadny kontakt, \u017eiadny z\u00e1znam, \u017eiadna chybov\u00e1 hl\u00e1\u0161ka. Rezerv\u00e1cia na telef\u00f3n bez e-mailu v CRM jednoducho nebude.<\/li>\n\n\n\n<li><strong>Kontakt sa n\u00e1jde pod\u013ea e-mailu.<\/strong> Ak u\u017e existuje, <strong>aktualizuje sa<\/strong> \u2014 druh\u00fd z\u00e1znam s tou istou adresou nevznikne nikdy.<\/li>\n\n\n\n<li>Pod\u013ea zdroja sa doplnia <strong>tagy<\/strong>, <strong>listy<\/strong> a <strong>doplnkov\u00e9 \u00fadaje<\/strong>.<\/li>\n\n\n\n<li>Do <strong>aktivity kontaktu<\/strong> pribudne riadok o tom, \u010do sa stalo.<\/li>\n\n\n\n<li>A\u017e potom sa rozbehn\u00fa <strong>sekvencie a automatiz\u00e1cie<\/strong>, ktor\u00e9 na to \u010dakaj\u00fa.<\/li>\n<\/ol>\n\n\n<figure class=\"bb-image wp-block-branike-image\"><span class=\"bb-image__media\"><img width=\"1000\" height=\"491\" src=\"https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-zoznam-kontaktov.webp\" class=\"bb-image__img\" alt=\"Branike CRM \u2014 Kontakty, zoznam so \u0161iestimi uk\u00e1\u017ekov\u00fdmi kontaktmi\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-zoznam-kontaktov.webp 1000w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-zoznam-kontaktov-300x147.webp 300w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-zoznam-kontaktov-768x377.webp 768w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-zoznam-kontaktov-600x295.webp 600w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/span><\/figure>\n\n\n<p class=\"wp-block-branike-text\"><em>Zoznam kontaktov n\u00e1jdete v Branike CRM \u2192 Kontakty. St\u013apce s\u00fa e-mail, meno, stav (prihl\u00e1sen\u00fd, \u010dakaj\u00faci, odhl\u00e1sen\u00fd), po\u010det zoznamov, po\u010det tagov a d\u00e1tum pridania.<\/em><\/p>\n\n\n\n<p class=\"bkb-callout bkb-callout--warn wp-block-paragraph\"><svg class=\"bkb-callout__icon\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M12 9v4\"><\/path><path d=\"M10.363 3.591l-8.106 13.534a1.914 1.914 0 0 0 1.636 2.871h16.214a1.914 1.914 0 0 0 1.636 -2.871l-8.106 -13.535a1.914 1.914 0 0 0 -3.274 0z\"><\/path><path d=\"M12 16h.01\"><\/path><\/svg><span><strong>Pozor na bod 2 \u2014 prepisuje sa viac, ne\u017e \u010dak\u00e1te.<\/strong> Ke\u010f ten ist\u00fd \u010dlovek po\u0161le rezerv\u00e1ciu bez vyplnen\u00e9ho telef\u00f3nu, prep\u00ed\u0161e sa mu telef\u00f3n na pr\u00e1zdny. A ak sa predt\u00fdm odhl\u00e1sil z newslettera, nov\u00e1 rezerv\u00e1cia ho vr\u00e1ti sp\u00e4\u0165 medzi odoberate\u013eov. Nie je to chyba zadania \u2014 je to d\u00f4sledok toho, \u017ee posledn\u00fdkr\u00e1t zadan\u00e9 \u00fadaje vyhr\u00e1vaj\u00fa. Ak v\u00e1m na hist\u00f3rii z\u00e1le\u017e\u00ed, nespoliehajte sa na kartu kontaktu, ale na jeho <strong>aktivitu<\/strong>, ktor\u00e1 sa neprepisuje.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">Odkia\u013e v\u0161ade to chod\u00ed<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>Zdroj<\/th><th>Kedy sa zap\u00ed\u0161e<\/th><th>\u010co pribudne<\/th><\/tr><\/thead><tbody><tr><td><strong>BooKing<\/strong><\/td><td>vytvorenie a zru\u0161enie rezerv\u00e1cie<\/td><td>kontakt + z\u00e1znam v aktivite<\/td><\/tr><tr><td><strong>Events<\/strong><\/td><td>prihl\u00e1\u0161ka a jej potvrdenie<\/td><td>kontakt + tagy pod\u013ea podujatia a l\u00edstka<\/td><\/tr><tr><td><strong>LMS<\/strong><\/td><td>z\u00e1pis do kurzu, lekcia, kv\u00edz, kurz, odznak, zadanie<\/td><td>kontakt + tagy + \u00fadaje o pokroku<\/td><\/tr><tr><td><strong>WooCommerce<\/strong><\/td><td>nov\u00fd z\u00e1kazn\u00edk, objedn\u00e1vka, zaplatenie<\/td><td>kontakt + sk\u00f3re + tr\u017eba<\/td><\/tr><tr><td><strong>Stays<\/strong><\/td><td>vytvorenie rezerv\u00e1cie ubytovania<\/td><td>kontakt<\/td><\/tr><tr><td><strong>Chat<\/strong><\/td><td>ke\u010f n\u00e1v\u0161tevn\u00edk v chate nech\u00e1 e-mail<\/td><td>kontakt + v\u00fd\u0148atok spr\u00e1vy<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-branike-text\">Nasleduje ka\u017ed\u00fd zdroj podrobne \u2014 vr\u00e1tane toho, \u010do sa <strong>ne<\/strong>zap\u00ed\u0161e.<\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">BooKing \u2014 rezerv\u00e1cie<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Pri vytvoren\u00ed rezerv\u00e1cie<\/strong> pribudne kontakt s menom, priezviskom, e-mailom a telef\u00f3nom. Do aktivity sa zap\u00ed\u0161e riadok \u201eBBK rezerv\u00e1cia #123&#8243;.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Pri zru\u0161en\u00ed<\/strong> sa kontakt <em>nevytv\u00e1ra<\/em>. Ak u\u017e v CRM je, dostane riadok o zru\u0161en\u00ed; ak tam nie je, neudeje sa ni\u010d.<\/p>\n\n\n\n<p class=\"bkb-callout bkb-callout--info wp-block-paragraph\"><svg class=\"bkb-callout__icon\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M3 12a9 9 0 1 0 18 0a9 9 0 0 0 -18 0\"><\/path><path d=\"M12 9h.01\"><\/path><path d=\"M11 12h1v4h1\"><\/path><\/svg><span><strong>\u017diadny tag sa neprid\u00e1va.<\/strong> Toto \u013eud\u00ed prekvap\u00ed naj\u010dastej\u0161ie: po rezerv\u00e1cii nem\u00e1te pod\u013ea \u010doho t\u00fdch \u013eud\u00ed odfiltrova\u0165. Ak ich chcete ma\u0165 oddelen\u00fdch, zalo\u017ete si sekvenciu na sp\u00fa\u0161\u0165a\u010di, ktor\u00fd tag prid\u00e1 \u2014 alebo si ich vyberte pod\u013ea <strong>zdroja<\/strong> <code>booking<\/code> v segmente.<\/span><\/p>\n\n\n\n<p class=\"wp-block-branike-text\">Meno sa rozdel\u00ed pod\u013ea prvej medzery: prv\u00e9 slovo je krstn\u00e9 meno, zvy\u0161ok priezvisko. Pri \u201eJana Nov\u00e1kov\u00e1-Kov\u00e1\u010dov\u00e1&#8220; to vyjde spr\u00e1vne, pri \u201eIng. Jana Nov\u00e1kov\u00e1&#8220; skon\u010d\u00ed titul v kol\u00f3nke krstn\u00e9ho mena.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Kde to zapnete:<\/strong> <em>Branike CRM \u2192 Nastavenia \u2192 Integr\u00e1cie (Bridges)<\/em>, za\u0161krt\u00e1vacie pole pre BooKing. Predvolene je zapnut\u00e9.<\/p>\n\n\n<figure class=\"bb-image wp-block-branike-image\"><span class=\"bb-image__media\"><img width=\"1024\" height=\"189\" src=\"https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-integracie-bridges-1024x189.webp\" class=\"bb-image__img\" alt=\"Branike CRM \u2014 Nastavenia, sekcia Integr\u00e1cie (Bridges)\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-integracie-bridges-1024x189.webp 1024w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-integracie-bridges-300x55.webp 300w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-integracie-bridges-768x141.webp 768w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-integracie-bridges-600x111.webp 600w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-integracie-bridges.webp 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/span><\/figure>\n\n\n<p class=\"wp-block-branike-text\"><em>Prep\u00edna\u010de mostov n\u00e1jdete v Branike CRM \u2192 Nastavenia \u2192 Integr\u00e1cie. Za\u0161krt\u00e1vacie pole maj\u00fa len BooKing a WooCommerce \u2014 ostatn\u00e9 mosty be\u017eia v\u017edy, ke\u010f je pr\u00edslu\u0161n\u00fd plugin akt\u00edvny.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">Events \u2014 podujatia<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\">Pri podujatiach zapisuj\u00fa do CRM <strong>dva mosty naraz<\/strong>, preto je z\u00e1znamov viac ne\u017e pri ostatn\u00fdch zdrojoch. Nie je to chyba \u2014 je to d\u00f4vod, pre\u010do je Events zdroj s najbohat\u0161\u00edmi d\u00e1tami.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Pri prihl\u00e1\u0161ke<\/strong> kontakt dostane:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>tag <code>event-attendee<\/code> \u2014 teda \u201ebol na nejakom podujat\u00ed&#8220;<\/li>\n\n\n\n<li>tag pod\u013ea n\u00e1zvu podujatia, napr\u00edklad <code>event-jarny-workshop<\/code><\/li>\n\n\n\n<li>tag pod\u013ea l\u00edstka, napr\u00edklad <code>ticket-vip<\/code>, ak s\u00fa l\u00edstky rozl\u00ed\u0161en\u00e9<\/li>\n\n\n\n<li>tag pod\u013ea promo k\u00f3du, ak nejak\u00fd pou\u017eil<\/li>\n\n\n\n<li>\u00fadaje o podujat\u00ed: n\u00e1zov, typ, d\u00e1tum, potvrdzovac\u00ed k\u00f3d, sp\u00f4sob platby<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Pri potvrden\u00ed prihl\u00e1\u0161ky<\/strong> pribudne <code>event-confirmed<\/code> a <code>event-paid-\u2026<\/code>.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Po skon\u010den\u00ed podujatia<\/strong> \u2014 dvakr\u00e1t denne be\u017e\u00ed kontrola, ktor\u00e1 \u00fa\u010dastn\u00edkom skon\u010den\u00fdch podujat\u00ed prid\u00e1 tag <code>event-attended-\u2026<\/code>. Pr\u00e1ve na tento tag sa d\u00e1 navesi\u0165 po\u010fakovanie alebo ponuka \u010fal\u0161ieho term\u00ednu.<\/p>\n\n\n\n<p class=\"bkb-callout bkb-callout--info wp-block-paragraph\"><svg class=\"bkb-callout__icon\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M3 12a9 9 0 1 0 18 0a9 9 0 0 0 -18 0\"><\/path><path d=\"M12 9h.01\"><\/path><path d=\"M11 12h1v4h1\"><\/path><\/svg><span><strong>Sp\u00e4tn\u00e1 v\u00e4zba sa do CRM nezapisuje.<\/strong> Formul\u00e1r hodnotenia podujatia si odpovede ulo\u017e\u00ed v Events, ale kontakt v CRM o \u0148om nevie a tag nedostane. Ak chcete oslovova\u0165 t\u00fdch, \u010do hodnotili, robte to zo strany Events.<\/span><\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Kde to uvid\u00edte:<\/strong> na karte kontaktu pribudne sekcia <strong>Events<\/strong> s tabu\u013ekou podujat\u00ed, d\u00e1tumov, l\u00edstkov a stavu.<\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">LMS \u2014 kurzy<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\">LMS je zo v\u0161etk\u00fdch zdrojov najupov\u00eddanej\u0161\u00ed. Zapisuje sa ka\u017ed\u00fd m\u00ed\u013enik:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u010co sa stalo<\/th><th>Tag<\/th><th>\u010co sa dopln\u00ed<\/th><\/tr><\/thead><tbody><tr><td>z\u00e1pis do kurzu<\/td><td><code>lms-enrolled<\/code>, <code>lms-course-12<\/code><\/td><td>n\u00e1zov kurzu, typ pr\u00edstupu<\/td><\/tr><tr><td>dokon\u010den\u00e1 lekcia<\/td><td><code>lms-lesson-done<\/code><\/td><td>n\u00e1zov lekcie<\/td><\/tr><tr><td>dokon\u010den\u00fd kurz<\/td><td><code>lms-completed<\/code>, <code>lms-course-12-done<\/code><\/td><td>n\u00e1zov kurzu<\/td><\/tr><tr><td>zvl\u00e1dnut\u00fd kv\u00edz<\/td><td><code>lms-quiz-passed<\/code><\/td><td>percentu\u00e1lny v\u00fdsledok<\/td><\/tr><tr><td>z\u00edskan\u00fd odznak<\/td><td><code>lms-badge-\u2026<\/code><\/td><td>ktor\u00fd odznak<\/td><\/tr><tr><td>ohodnoten\u00e9 zadanie<\/td><td><code>lms-assignment-graded<\/code><\/td><td>zn\u00e1mka<\/td><\/tr><tr><td><strong>kurz sa zasekol<\/strong><\/td><td><code>lms-stalled<\/code><\/td><td>ko\u013eko dn\u00ed sa ni\u010d nedeje<\/td><\/tr><tr><td>s\u00e9ria v ohrozen\u00ed<\/td><td><code>lms-streak-at-risk<\/code><\/td><td>ko\u013eko dn\u00ed s\u00e9ria trvala<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-branike-text\">Posledn\u00e9 dva riadky s\u00fa tie, kv\u00f4li ktor\u00fdm sa toto prepojenie oplat\u00ed. Tag <code>lms-stalled<\/code> je pozv\u00e1nka pre sekvenciu typu <em>\u201ev\u0161imli sme si, \u017ee ste to odlo\u017eili \u2014 tu je kr\u00e1tke povzbudenie&#8220;<\/em>.<\/p>\n\n\n\n<p class=\"bkb-callout bkb-callout--info wp-block-paragraph\"><svg class=\"bkb-callout__icon\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M3 12a9 9 0 1 0 18 0a9 9 0 0 0 -18 0\"><\/path><path d=\"M12 9h.01\"><\/path><path d=\"M11 12h1v4h1\"><\/path><\/svg><span><strong>Bonus, o ktorom sa nevie.<\/strong> Pri prvom z\u00e1pise do kurzu si CRM automaticky zalo\u017e\u00ed segment <strong>\u201eStudents: n\u00e1zov kurzu&#8220;<\/strong>. N\u00e1jdete ho v <em>Branike CRM \u2192 Contacts \u2192 Segments<\/em> a nemus\u00edte ho udr\u017eiava\u0165 \u2014 dop\u013a\u0148a sa s\u00e1m.<\/span><\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Zapnutie:<\/strong> most be\u017e\u00ed v\u017edy, ke\u010f je LMS akt\u00edvne. Ned\u00e1 sa vypn\u00fa\u0165 za\u0161krt\u00e1vac\u00edm pol\u00ed\u010dkom.<\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">WooCommerce \u2014 objedn\u00e1vky<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\">Woo m\u00e1 tri okamihy a je d\u00f4le\u017eit\u00e9 vedie\u0165, ktor\u00fd \u010do rob\u00ed:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Nov\u00fd z\u00e1kazn\u00edcky \u00fa\u010det<\/strong> \u2192 vznikne kontakt.<\/li>\n\n\n\n<li><strong>Vytvorenie objedn\u00e1vky<\/strong> \u2192 kontakt sa dopln\u00ed z faktura\u010dn\u00fdch \u00fadajov.<\/li>\n\n\n\n<li><strong>Zaplatenie objedn\u00e1vky<\/strong> \u2192 pripo\u010d\u00edta sa sk\u00f3re, zaznamen\u00e1 sa tr\u017eba a prirad\u00ed sa ku kampani, z ktorej \u010dlovek pri\u0161iel.<\/li>\n<\/ol>\n\n\n\n<p class=\"bkb-callout bkb-callout--info wp-block-paragraph\"><svg class=\"bkb-callout__icon\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M3 12a9 9 0 1 0 18 0a9 9 0 0 0 -18 0\"><\/path><path d=\"M12 9h.01\"><\/path><path d=\"M11 12h1v4h1\"><\/path><\/svg><span>\ud83d\udd34 <strong>Tret\u00ed krok potrebuje, aby kontakt u\u017e existoval.<\/strong> Ak niekto nak\u00fapi ako hos\u0165 a v CRM predt\u00fdm nebol, tr\u017eba sa mu neprip\u00ed\u0161e. V praxi to znamen\u00e1: ak v\u00e1m na meran\u00ed tr\u017eieb z\u00e1le\u017e\u00ed, nechajte pri pokladni vznika\u0165 \u00fa\u010dty, alebo \u013eud\u00ed zbierajte formul\u00e1rom sk\u00f4r, ne\u017e nak\u00fapia.<\/span><\/p>\n\n\n\n<p class=\"wp-block-branike-text\">Dvojit\u00e9 zapo\u010d\u00edtanie nehroz\u00ed \u2014 objedn\u00e1vka si zapam\u00e4t\u00e1, \u017ee u\u017e bola spo\u010d\u00edtan\u00e1, tak\u017ee prechod cez \u201espracov\u00e1va sa&#8220; aj \u201edokon\u010den\u00e1&#8220; sa po\u010d\u00edta raz.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>\u017diadne tagy Woo neprid\u00e1va.<\/strong> Z\u00e1kazn\u00edkov rozl\u00ed\u0161ite cez segment pod\u013ea zdroja alebo pod\u013ea hodnoty objedn\u00e1vok.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Kde to zapnete:<\/strong> <em>Branike CRM \u2192 Settings \u2192 Integrations (Bridges)<\/em>, za\u0161krt\u00e1vacie pole pre WooCommerce.<\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">Stays a Chat \u2014 kr\u00e1tko<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Stays<\/strong> pri vytvoren\u00ed rezerv\u00e1cie ubytovania zalo\u017e\u00ed kontakt s menom, e-mailom a telef\u00f3nom a zdrojom <code>stays<\/code>. \u017diadny tag, \u017eiadny z\u00e1znam v aktivite \u2014 je to \u010dist\u00fd z\u00e1pis kontaktu.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Chat<\/strong> zap\u00ed\u0161e kontakt vo chv\u00edli, ke\u010f n\u00e1v\u0161tevn\u00edk v chate nech\u00e1 e-mail, a ku ka\u017edej \u010fal\u0161ej spr\u00e1ve prid\u00e1 do aktivity jej v\u00fd\u0148atok. Anonymn\u00e9 spr\u00e1vy sa ignoruj\u00fa. Na rozdiel od ostatn\u00fdch zdrojov chat existuj\u00faci kontakt <strong>neprepisuje<\/strong> \u2014 meno dopln\u00ed, len ak tam \u017eiadne nebolo.<\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">Kde to v\u0161etko uvid\u00edte<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\">Otvorte <strong>Branike CRM \u2192 Contacts<\/strong> a kliknite na kontakt. Karta m\u00e1 karty:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Activity<\/strong> \u2014 \u010dasov\u00e1 os v\u0161etk\u00e9ho, \u010do sa dialo. Toto je jedin\u00e9 miesto, kde je hist\u00f3ria cel\u00e1 a neprepisuje sa.<\/li>\n\n\n\n<li><strong>Meta<\/strong> \u2014 doplnkov\u00e9 \u00fadaje z mostov (<code>lms_last_course<\/code>, <code>bev_event_title<\/code>\u2026).<\/li>\n\n\n\n<li><strong>Custom fields<\/strong> \u2014 pozor, sem sa dostan\u00fa <strong>len<\/strong> polia, ktor\u00e9 ste si nadefinovali sami. \u00dadaje z mostov s\u00fa v <em>Meta<\/em>, nie tu.<\/li>\n\n\n\n<li><strong>Events<\/strong>, <strong>Lead magnets<\/strong> \u2014 sekcie, ktor\u00e9 si prid\u00e1vaj\u00fa samotn\u00e9 pluginy.<\/li>\n<\/ul>\n\n\n<figure class=\"bb-image wp-block-branike-image\"><span class=\"bb-image__media\"><img width=\"1024\" height=\"503\" src=\"https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-karta-kontaktu-aktivita-1024x503.webp\" class=\"bb-image__img\" alt=\"Karta kontaktu v Branike CRM so z\u00e1lo\u017ekou Aktivita\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-karta-kontaktu-aktivita-1024x503.webp 1024w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-karta-kontaktu-aktivita-300x147.webp 300w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-karta-kontaktu-aktivita-768x377.webp 768w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-karta-kontaktu-aktivita-600x295.webp 600w, https:\/\/branike.com\/wp-content\/uploads\/2026\/08\/07-crm-karta-kontaktu-aktivita.webp 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/span><\/figure>\n\n\n<p class=\"wp-block-branike-text\"><em>Karta kontaktu ukazuje tagy, zoznamy a z\u00e1lo\u017eky. Z\u00e1lo\u017eka Aktivita je \u010dasov\u00e1 os v\u0161etk\u00e9ho, \u010do sa s kontaktom dialo \u2014 vytvorenie kontaktu, pridan\u00e9 tagy, zaradenie do zoznamu. T\u00e1to os sa na rozdiel od karty neprepisuje.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">Ako z toho nie\u010do ma\u0165<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\">Samotn\u00fd z\u00e1pis je len surovina. U\u017eito\u010dn\u00e9 to za\u010dne by\u0165, ke\u010f na\u0148 nie\u010do navia\u017eete:<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Segment<\/strong> je najr\u00fdchlej\u0161ia cesta. <em>Branike CRM \u2192 Contacts \u2192 Segments \u2192 nov\u00fd segment<\/em>, podmienka \u201em\u00e1 tag <code>lms-stalled<\/code>&#8220; \u2014 a m\u00e1te zoznam \u013eud\u00ed, ktor\u00ed sa zasekli v kurze. Segment sa udr\u017eiava s\u00e1m.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Sekvencia<\/strong> posiela e-maily. Ako sp\u00fa\u0161\u0165a\u010d funguje spo\u013eahlivo:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prihl\u00e1senie cez formul\u00e1r<\/strong> \u2014 reaguje na formul\u00e1r CRM Subscribe<\/li>\n\n\n\n<li><strong>Pridan\u00fd tag<\/strong> s konkr\u00e9tnou hodnotou \u2014 napr\u00edklad <code>event-attended-\u2026<\/code><\/li>\n\n\n\n<li><strong>Pridanie do listu<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>Automatiz\u00e1cia<\/strong> (<em>Branike CRM \u2192 Campaigns \u2192 Automations<\/em>) vie viac ne\u017e sekvencia: m\u00e1 sp\u00fa\u0161\u0165a\u010d <strong>\u201eAny event&#8220;<\/strong>, ktor\u00fd zachyt\u00ed \u00faplne v\u0161etko vr\u00e1tane udalost\u00ed z LMS a Events. Ak neviete, ktor\u00fd sp\u00fa\u0161\u0165a\u010d vybra\u0165, za\u010dnite t\u00fdmto a dopl\u0148te podmienku.<\/p>\n\n\n\n<p class=\"bkb-callout bkb-callout--info wp-block-paragraph\"><svg class=\"bkb-callout__icon\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M3 12a9 9 0 1 0 18 0a9 9 0 0 0 -18 0\"><\/path><path d=\"M12 9h.01\"><\/path><path d=\"M11 12h1v4h1\"><\/path><\/svg><span>Automatiz\u00e1cie vy\u017eaduj\u00fa akt\u00edvnu licenciu. Bez nej sa nespustia a nikde to nehl\u00e1si \u2014 ak v\u00e1m automatiz\u00e1cia \u201eni\u010d nerob\u00ed&#8220;, skontrolujte najprv licenciu.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">\u010cast\u00e9 z\u00e1drhele<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>\u201eRezerv\u00e1cia pri\u0161la, ale v CRM nikto nepribudol.&#8220;<\/strong> Rezerv\u00e1cia nemala e-mail, alebo mala neplatn\u00fd. Bez platnej adresy CRM z\u00e1znam nezalo\u017e\u00ed.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>\u201eKontaktu zmizlo telef\u00f3nne \u010d\u00edslo.&#8220;<\/strong> Prep\u00edsal ho nov\u0161\u00ed z\u00e1znam, v ktorom telef\u00f3n vyplnen\u00fd nebol. \u010c\u00edslo n\u00e1jdete v aktivite kontaktu pri p\u00f4vodnom z\u00e1zname.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>\u201eOdhl\u00e1sen\u00fd \u010dlovek je zrazu zase prihl\u00e1sen\u00fd.&#8220;<\/strong> Urobil nov\u00fa rezerv\u00e1ciu alebo objedn\u00e1vku. T\u00e1 ho vr\u00e1tila medzi odoberate\u013eov. Ak to nechcete, rie\u0161te to segmentom, ktor\u00fd odhl\u00e1sen\u00fdch vylu\u010duje.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>\u201eNak\u00fapil, ale tr\u017ebu nevid\u00edm.&#8220;<\/strong> Nak\u00fapil ako hos\u0165 a v CRM predt\u00fdm nebol. Tr\u017eba sa pripisuje len existuj\u00facemu kontaktu.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\"><strong>\u201ePrep\u00edna\u010d pre LMS\/Events nikde nie je.&#8220;<\/strong> A ani nebude. Tieto mosty be\u017eia v\u017edy, ke\u010f je pr\u00edslu\u0161n\u00fd plugin akt\u00edvny. Za\u0161krt\u00e1vacie polia maj\u00fa len BooKing a WooCommerce.<\/p>\n\n\n\n<h2 class=\"wp-block-branike-heading\">\u010co si z toho odnies\u0165<\/h2>\n\n\n\n<p class=\"wp-block-branike-text\">Do CRM sa <strong>samo<\/strong> dostane ove\u013ea viac, ne\u017e si v\u00e4\u010d\u0161ina \u013eud\u00ed uvedomuje \u2014 a najcennej\u0161ie na tom nie s\u00fa kontakty, ale <strong>tagy<\/strong>. Pr\u00e1ve tie z oby\u010dajn\u00e9ho zoznamu adries robia nie\u010do, \u010do vie odpoveda\u0165 na ot\u00e1zku <em>\u201ekomu m\u00e1 zmysel nap\u00edsa\u0165 pr\u00e1ve teraz&#8220;<\/em>.<\/p>\n\n\n\n<p class=\"wp-block-branike-text\">Ak si m\u00e1te zapam\u00e4ta\u0165 tri veci: <strong>bez e-mailu ni\u010d<\/strong>, <strong>posledn\u00fd z\u00e1pis prepisuje<\/strong> a <strong>hist\u00f3ria je v Activity<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Branike CRM nie je len zoznam e-mailov, ktor\u00e9 ste nazbierali formul\u00e1rom.<\/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":"","_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":[37],"kb_tag":[],"class_list":["post-7271","kb_article","type-kb_article","status-publish","hentry","kb_category-crm"],"_links":{"self":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/7271","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":4,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/7271\/revisions"}],"predecessor-version":[{"id":7284,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/7271\/revisions\/7284"}],"wp:attachment":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/media?parent=7271"}],"wp:term":[{"taxonomy":"kb_category","embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_category?post=7271"},{"taxonomy":"kb_tag","embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_tag?post=7271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}