{"id":8795,"date":"2025-05-15T00:08:49","date_gmt":"2025-05-14T22:08:49","guid":{"rendered":"https:\/\/www.crmcarecloud.com\/?p=8795"},"modified":"2025-06-03T14:51:20","modified_gmt":"2025-06-03T12:51:20","slug":"jak-vytvorit-odstupnovany-vernostni-program-v-carecloud","status":"publish","type":"post","link":"https:\/\/www.crmcarecloud.com\/cz\/blog\/tutorialy\/jak-vytvorit-odstupnovany-vernostni-program-v-carecloud\/","title":{"rendered":"Jak vytvo\u0159it odstup\u0148ovan\u00fd v\u011brnostn\u00ed program v CareCloud"},"content":{"rendered":"

V\u011brnostn\u00ed programy jsou skv\u011bl\u00fdm n\u00e1strojem nejen pro zv\u00fd\u0161en\u00ed tr\u017eeb, ale p\u0159edev\u0161\u00edm pro budov\u00e1n\u00ed dlouhodob\u00fdch vztah\u016f se z\u00e1kazn\u00edky. V tomto \u010dl\u00e1nku v\u00e1m uk\u00e1\u017eeme konkr\u00e9tn\u00ed p\u0159\u00edklad, jak m\u016f\u017ee takov\u00fd v\u011brnostn\u00ed program vypadat, a z\u00e1rove\u0148 v\u00e1s krok za krokem provedeme jeho nastaven\u00edm v platform\u011b CareCloud.<\/p>\n\n\n\n

\"a<\/figure>\n\n\n\n

P\u0158EDSTAVEN\u00cd PROGRAMU<\/p>\n\n\n\n

Vytvo\u0159\u00edme v\u011brnostn\u00ed program pro fiktivn\u00ed outdoorovou zna\u010dku WildPath CO. Jejich program m\u00e1 t\u0159i \u00farovn\u011b: Dobrodruh, Pr\u016fzkumn\u00edk a Objevitel. <\/p>\n\n\n\n

Jak\u00e1 jsou pravidla? Z\u00e1kazn\u00edci z\u00edsk\u00e1vaj\u00ed statusy na z\u00e1klad\u011b celkov\u00e9ho po\u010dtu n\u00e1kup\u016f \u2013 nov\u00ed z\u00e1kazn\u00edci za\u010d\u00ednaj\u00ed na \u00farovni Dobrodruh, po p\u011bti n\u00e1kupech se posunou na status Pr\u016fzkumn\u00edk a po deseti n\u00e1kupech dos\u00e1hnou nejvy\u0161\u0161\u00ed \u00farovn\u011b Objevitel. Za ka\u017ed\u00fd n\u00e1kup nav\u00edc z\u00edsk\u00e1vaj\u00ed v\u011brnostn\u00ed body, kter\u00e9 mohou n\u00e1sledn\u011b uplatnit p\u0159i platb\u011b. WildPath CO m\u00e1 tak\u00e9 vlastn\u00ed kolekci oble\u010den\u00ed WildPath Gear. Aby podpo\u0159ili prodej t\u011bchto produkt\u016f, rozhodli se za jejich n\u00e1kup p\u0159id\u011blovat dvojn\u00e1sobek bod\u016f. Ka\u017ed\u00fd status nav\u00edc zahrnuje speci\u00e1ln\u00ed bonusov\u00e9 body k narozenin\u00e1m, sv\u00e1tk\u016fm a v\u00fdro\u010d\u00ed v\u011brnosti.\u00a0<\/p>\n\n\n\n

Nejprve v\u0161e nastav\u00edme v aplikaci Administrace & Loajalita, pot\u00e9 p\u0159ejdeme do Automatizace Marketingu, kde vytvo\u0159\u00edme automatiza\u010dn\u00ed sc\u00e9n\u00e1\u0159e.<\/p>\n\n\n\n

ADMINISTRACE & LOAJALITA: NASTAVEN\u00cd STATUS\u016e<\/p>\n\n\n\n

Prvn\u00ed, co je pot\u0159eba nastavit, jsou pravidla pro jednotliv\u00e9 statusy. P\u0159esuneme se do sekce Statusy\/\u00darovn\u011b \u010dlenstv\u00ed<\/strong>.<\/p>\n\n\n\n

Nezapome\u0148te zkontrolovat, zda je program je dostupn\u00fd pouze pro registrovan\u00e9 z\u00e1kazn\u00edky.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Abychom nastavili p\u0159id\u011blov\u00e1n\u00ed bod\u016f, p\u0159ejdeme do sekce Z\u00edsk\u00e1n\u00ed bod\u016f<\/em>. WildPath CO se rozhodlo p\u0159id\u011blovat 1 bod za ka\u017ed\u00fdch 25 utracen\u00fdch korun.<\/p>\n\n\n\n

Pot\u00e9 v sekci Platba body<\/em> nastav\u00edme hodnotu bod\u016f a minim\u00e1ln\u00ed \u00fatratu pot\u0159ebnou k pou\u017eit\u00ed bod\u016f p\u0159i pokladn\u011b. Jin\u00fdmi slovy, za 10 bod\u016f z\u00edsk\u00e1 z\u00e1kazn\u00edk slevu 25 K\u010d, pokud je jeho objedn\u00e1vka alespo\u0148 500 K\u010d.<\/p>\n\n\n\n

\"\"\/<\/figure>\n\n\n\n

D\u00e1le mus\u00edme nastavit Zp\u016fsob z\u00edsk\u00e1n\u00ed statusu<\/em>. Chcete-li nastavit vstupn\u00ed \u00farove\u0148 pro status Dobrodruh, vyberte mo\u017enost \"Vstupn\u00ed status\".<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Pro statusy Pr\u016fzkumn\u00edk a Objevitel zvol\u00edme mo\u017enost \u201cManu\u00e1ln\u011b\u201d \u2013 status se p\u0159i\u0159ad\u00ed manu\u00e1ln\u011b nebo automatizac\u00ed. Jak jsme zm\u00ednili, z\u00e1kazn\u00edk postoup\u00ed na vy\u0161\u0161\u00ed \u00farove\u0148 po 5 nebo 10 n\u00e1kupech, co\u017e nastav\u00edme v druh\u00e9 \u010d\u00e1sti \u010dl\u00e1nku.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Abychom z\u00e1kazn\u00edky motivovali k opakovan\u00fdm n\u00e1kup\u016fm a udr\u017eeli si st\u00e1vaj\u00edc\u00ed status, mus\u00ed ka\u017ed\u00fd rok splnit po\u017eadovan\u00fd po\u010det n\u00e1kup\u016f \u2013 status Pr\u016fzkumn\u00edk vy\u017eaduje p\u011bt n\u00e1kup\u016f a Objevitel deset. V sekci \u010casov\u00e1 platnost statusu <\/em>nastav\u00edme platnost na 1 rok. Syst\u00e9m pak automaticky kontroluje historii n\u00e1kup\u016f a pokud z\u00e1kazn\u00edk nespln\u00ed podm\u00ednky, status se mu sn\u00ed\u017e\u00ed.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Po nastaven\u00ed jednotliv\u00e9ho statusu, dal\u0161\u00edm krokem je nastaven\u00ed bonusov\u00fdch bod\u016f ke speci\u00e1ln\u00edm p\u0159\u00edle\u017eitostem.<\/p>\n\n\n\n

ODM\u011aNY KE SPECI\u00c1LN\u00cdM UD\u00c1LOSTEM<\/p>\n\n\n\n

Nyn\u00ed nastav\u00edme bonusov\u00e9 body k narozenin\u00e1m, sv\u00e1tk\u016fm a v\u00fdro\u010d\u00ed v\u011brnosti. Najdeme je v sekci P\u0159ehled typu bod\u016f<\/strong>.<\/p>\n\n\n\n

Toto nastaven\u00ed mus\u00ed b\u00fdt syst\u00e9mov\u00fd parametr, kter\u00fd nelze smazat. To je d\u016fle\u017eit\u00e9 pro spr\u00e1vn\u00e9 fungov\u00e1n\u00ed v\u011brnostn\u00edho programu a automatizac\u00ed. Pro lep\u0161\u00ed p\u0159ehlednost vyberte Skupinu bonusov\u00fdch odm\u011bn a nastavte dobu platnosti bod\u016f, tedy za kolik m\u011bs\u00edc\u016f vypr\u0161\u00ed.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Pozn\u00e1mka:<\/em> V t\u00e9to sekci se body pouze definuj\u00ed, ale nep\u0159i\u0159azuj\u00ed se z\u00e1kazn\u00edk\u016fm. Body lze p\u0159id\u011blovat manu\u00e1ln\u011b nebo pomoc\u00ed automatiza\u010dn\u00edho sc\u00e9n\u00e1\u0159e na z\u00e1klad\u011b Stavu\/\u00farovn\u011b \u010dlenstv\u00ed nebo kdy\u017e n\u00e1kup spl\u0148uje ur\u010dit\u00e9 podm\u00ednky.<\/p>\n\n\n\n

K tomu n\u00e1sledn\u011b vytvo\u0159\u00edme automatiza\u010dn\u00ed sc\u00e9n\u00e1\u0159. Ne\u017e se tak ale stane, mus\u00edme v aplikaci Administrace & Loajalita nastavit je\u0161t\u011b jednu v\u011bc.<\/p>\n\n\n\n

ZV\u00dd\u0160EN\u00cd PRODEJ WILDPATH GEAR PRODUKT\u016e<\/p>\n\n\n\n

Posledn\u00edm krokem je nastavit dvojn\u00e1sobn\u00e9 mno\u017estv\u00ed bod\u016f za n\u00e1kup produkt\u016f WildPath Gear. P\u0159ejdeme do sekce Bodov\u00e9 bonusy za n\u00e1kup<\/strong>.<\/p>\n\n\n\n

Nejprve nastav\u00edme Zp\u016fsob v\u00fdpo\u010dtu bod\u016f jako Bonus za n\u00e1kup produktu<\/em>. Body se tak vypo\u010d\u00edtaj\u00ed podle standardn\u00edho p\u0159id\u011blov\u00e1n\u00ed bod\u016f a vyn\u00e1sob\u00ed zvolenou hodnotou.<\/p>\n\n\n\n

Nastavte prioritu a hodnotu bodov\u00e9 odm\u011bny.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Nakonec specifikujeme zna\u010dku, aby se bonus vztahoval jen na produkty WildPath Gear.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

V\u011brnostn\u00ed program je kompletn\u011b p\u0159ipraven. Nyn\u00ed p\u0159ejdeme k nastaven\u00ed kl\u00ed\u010dov\u00fdch sc\u00e9n\u00e1\u0159\u016f v Automatizaci marketingu.<\/p>\n\n\n\n

AUTOMATIZACE MARKETINGU<\/p>\n\n\n\n

Abychom zajistili hladk\u00fd chod programu bez na\u0161eho z\u00e1sahu, mus\u00edme nastavit dva automatizovan\u00e9 sc\u00e9n\u00e1\u0159e: Zm\u011bna \u00farovn\u011b \u010dlenstv\u00ed a P\u0159id\u011blen\u00ed bonusov\u00fdch bod\u016f. U ka\u017ed\u00e9ho sc\u00e9n\u00e1\u0159e si nejprve vysv\u011btl\u00edme hlavn\u00ed my\u0161lenku sc\u00e9n\u00e1\u0159e, uk\u00e1\u017eeme jak by m\u011bl vypadat a nakonec si vysv\u011btl\u00edme, jak nastavit kl\u00ed\u010dov\u00e9 \u010d\u00e1sti, kter\u00e9 nemus\u00ed b\u00fdt jasn\u00e9.<\/p>\n\n\n\n

Pozn\u00e1mka<\/em>: V obou sc\u00e9n\u00e1\u0159\u00edch odes\u00edl\u00e1me e-maily. Nejprve je nutn\u00e9 je vytvo\u0159it v aplikaci Kampan\u011b & C\u00edlov\u00e9 skupiny. E-maily personalizujte \u2013 p\u0159idejte jm\u00e9no z\u00e1kazn\u00edka nebo z\u016fstatek bod\u016f.<\/p>\n\n\n\n

Sc\u00e9n\u00e1\u0159e nastav\u00edme pro na\u0161e \u00fa\u010dely na status Dobrodruh, ale z\u00e1rove\u0148 vysv\u011btl\u00edme, jak sc\u00e9n\u00e1\u0159 upravit pro statusy Pr\u016fzkumn\u00edk a Objevitel.<\/p>\n\n\n\n

AUTOMATIZACE ZM\u011aNY STATUSU<\/p>\n\n\n\n

Tento sc\u00e9n\u00e1\u0159 m\u011bn\u00ed status z\u00e1kazn\u00edka na z\u00e1klad\u011b p\u0159edem definovan\u00fdch podm\u00ednek. Jakmile z\u00e1kazn\u00edk dos\u00e1hne po\u017eadovan\u00e9ho po\u010dtu n\u00e1kup\u016f, jeho status se upgraduje a obdr\u017e\u00ed e-mail o zm\u011bn\u011b a jej\u00edch bonusech.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Pod\u00edvejme se na podm\u00ednkov\u00fd uzel. Nejprve klikn\u011bte na P\u0159idat podm\u00ednku podle dal\u0161\u00ed ud\u00e1losti<\/em>. Zm\u011bn\u00edme obdob\u00ed na relativn\u00ed a nastav\u00edme ho na 12 m\u011bs\u00edc\u016f. Nyn\u00ed nastav\u00edme po\u010det n\u00e1kup\u016f na p\u011bt. Pro druhou podm\u00ednku klikn\u011bte na P\u0159idat podm\u00ednku podle vlastnosti z\u00e1kazn\u00edka<\/em>, zvolte Aktu\u00e1ln\u00ed status<\/em>, nastavte atributy na alespo\u0148 jeden a vyberte Objevitel.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

To zaji\u0161\u0165uje, \u017ee sc\u00e9n\u00e1\u0159em projdou pouze z\u00e1kazn\u00edci se statusem Dobrodruh, kte\u0159\u00ed pr\u00e1v\u011b dokon\u010dili p\u011bt n\u00e1kup\u016f.<\/p>\n\n\n\n

Chcete-li upgradovat z\u00e1kazn\u00edka z Pr\u016fzkumn\u00edka na Objevitele, postupujte stejn\u00fdm zp\u016fsobem \u2013 sta\u010d\u00ed pouze upravit atribut na deset n\u00e1kup\u016f a stav na Pr\u016fzkumn\u00edka.<\/p>\n\n\n\n

Nyn\u00ed p\u0159ejd\u011bme k druh\u00e9mu sc\u00e9n\u00e1\u0159i.<\/p>\n\n\n\n

AUTOMATICK\u00c9 P\u0158ID\u011aLOV\u00c1N\u00cd BONUSOV\u00ddCH BOD\u016e<\/p>\n\n\n\n

Tento sc\u00e9n\u00e1\u0159 p\u0159id\u011bluje body nav\u00edc za v\u00fdro\u010d\u00ed registrace do v\u011brnostn\u00edho programu. Syst\u00e9m ka\u017ed\u00fd den projde z\u00e1kazn\u00edky, kte\u0159\u00ed slav\u00ed v\u00fdro\u010d\u00ed, p\u0159id\u00e1 body do jejich v\u011brnostn\u00edho konta a po\u0161le jim e-mail. Po\u010det ud\u011blen\u00fdch bod\u016f se li\u0161\u00ed v z\u00e1vislosti na \u00farovni statusu z\u00e1kazn\u00edka (Dobrodruh = 50 bod\u016f, Pr\u016fzkumn\u00edk = 100 bod\u016f, Objevitel = 200 bod\u016f).<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Nejprve vy\u0159e\u0161\u00edme status z\u00e1kazn\u00edka. Prvn\u00ed podm\u00ednka rozt\u0159\u00edd\u00ed z\u00e1kazn\u00edky na ty, kte\u0159\u00ed maj\u00ed v\u00fdro\u010d\u00ed a ty, kte\u0159\u00ed ho nemaj\u00ed. Pokra\u010dujte v\u00fdb\u011brem P\u0159idat podm\u00ednku podle vlastnosti z\u00e1kazn\u00edka<\/em>. Vyberte datum registrace do v\u011brnostn\u00edho programu a vyberte mo\u017enost Roven aktu\u00e1ln\u00edmu dni<\/em>.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Nyn\u00ed mus\u00edme nastavit podm\u00ednku, kter\u00e1 kontroluje stav v\u011brnosti z\u00e1kazn\u00edka. Tato podm\u00ednka mus\u00ed b\u00fdt nastaven\u00e1 samostatn\u011b pro ka\u017edou \u00farove\u0148 stavu. Chcete-li jej pou\u017e\u00edt na dal\u0161\u00ed \u00farovn\u011b, jednodu\u0161e zm\u011b\u0148te atribut na Pr\u016fzkumn\u00edk nebo Objevitel.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Druh\u00e1 v\u011bc, na kterou se mus\u00edme pod\u00edvat, je p\u0159id\u011blov\u00e1n\u00ed bod\u016f za v\u00fdro\u010d\u00ed. Klikn\u011bte na uzel P\u0159idat body na z\u00e1kaznick\u00e9 konto<\/em>. V \u010d\u00e1sti Typ bod\u016f vyberte typ bod\u016f a nastavte p\u0159\u00edslu\u0161nou \u010d\u00e1stku na z\u00e1klad\u011b statusu z\u00e1kazn\u00edka.\u200b\u200b Proto\u017ee ka\u017ed\u00fd status z\u00edsk\u00e1v\u00e1 jin\u00fd po\u010det bod\u016f, mus\u00edme to nastavit pro ka\u017ed\u00fd status zvl\u00e1\u0161\u0165 a upravit v\u00fd\u0161i bod\u016f.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Pozn\u00e1mka<\/em>: Stejn\u00fd sc\u00e9n\u00e1\u0159 plat\u00ed pro odm\u011bny k narozenin\u00e1m a sv\u00e1tk\u016fm \u2013 sta\u010d\u00ed upravit prvn\u00ed podm\u00ednku.<\/p>\n\n\n\n

S\u00cdLA DOB\u0158E NAVR\u017dEN\u00c9HO V\u011aRNOSTN\u00cdHO PROGRAMU<\/p>\n\n\n\n

S t\u00edmto postupem m\u016f\u017eete snadno vytvo\u0159it efektivn\u00ed v\u011brnostn\u00ed program, kter\u00fd zv\u00fd\u0161\u00ed retenci a zapojen\u00ed z\u00e1kazn\u00edk\u016f. S CareCloud v\u0161e b\u011b\u017e\u00ed automaticky bez slo\u017eit\u00e9 spr\u00e1vy.<\/p>\n\n\n\n

Mo\u017enost\u00ed, jak nastavit v\u011brnostn\u00ed program, je neomezen\u011b. M\u016f\u017eete si jej p\u0159izp\u016fsobit sv\u00fdm konkr\u00e9tn\u00edm pot\u0159eb\u00e1m a p\u0159idat kreativn\u00ed prvky, aby byl je\u0161t\u011b atraktivn\u011bj\u0161\u00ed.<\/p>\n\n\n\n

St\u00e1le si nejste jisti, zda je pro v\u00e1s v\u011brnostn\u00ed program vhodn\u00fd? Podle v\u00fdzkumu zve\u0159ejn\u011bn\u00e9ho v Harvard Business Review rostou spole\u010dnosti s v\u011brnostn\u00edmi programy 2,5kr\u00e1t rychleji ne\u017e jejich konkurenti, kte\u0159\u00ed \u017e\u00e1dn\u00fd nemaj\u00ed.<\/p>\n\n\n\n

Vyu\u017eijte CDP & CRM CareCloud na maximum a odemkn\u011bte jeho pln\u00fd potenci\u00e1l!<\/p>","protected":false},"excerpt":{"rendered":"

Loyalty programs have always been a great tool for increasing revenue and building long-term relationships with customers. In this blog post, we will show you one example of what a loyalty program can look like and explain how to set it up step by step in the CareCloud platform. INTRODUCING THE PROGRAM We will create…<\/p>","protected":false},"author":10,"featured_media":8823,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_wp_rev_ctl_limit":""},"categories":[31],"tags":[18,17,22],"class_list":["post-8795","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials","tag-automation","tag-loyalty","tag-retail"],"_links":{"self":[{"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/8795","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/comments?post=8795"}],"version-history":[{"count":2,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/8795\/revisions"}],"predecessor-version":[{"id":8825,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/8795\/revisions\/8825"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/media\/8823"}],"wp:attachment":[{"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/media?parent=8795"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/categories?post=8795"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/tags?post=8795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}