{"id":9313,"date":"2025-07-28T01:24:43","date_gmt":"2025-07-27T23:24:43","guid":{"rendered":"https:\/\/www.crmcarecloud.com\/?p=9313"},"modified":"2025-07-28T12:01:32","modified_gmt":"2025-07-28T10:01:32","slug":"automatizace-na-doplneni-zasob-krok-za-krokem","status":"publish","type":"post","link":"https:\/\/www.crmcarecloud.com\/cz\/blog\/tutorialy\/automatizace-na-doplneni-zasob-krok-za-krokem\/","title":{"rendered":"Automatizace na dopln\u011bn\u00ed z\u00e1sob: krok za krokem"},"content":{"rendered":"

N\u00e1\u0161 n\u00e1vod v\u00e1s provede cel\u00fdm procesem, od n\u00e1vrhu e-mailu a odm\u011bny a\u017e po nastaven\u00ed kompletn\u00ed automatizace. Z\u016fsta\u0148te v pov\u011bdom\u00ed z\u00e1kazn\u00edk\u016f a motivujte jejich n\u00e1kupn\u00ed frekvenci pomoc\u00ed pravideln\u00fdch p\u0159ipom\u00ednek.<\/p>\n\n\n\n

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

UDR\u017dUJTE Z\u00c1JEM Z\u00c1KAZN\u00cdK\u016e<\/p>\n\n\n\n

Zna\u010dky dnes vyd\u011bl\u00e1vaj\u00ed hlavn\u011b z opakovan\u00fdch n\u00e1kup\u016f. Ty m\u016f\u017eete motivovat \u00fa\u010dinnou automatizac\u00ed, kter\u00e1 z\u00e1kazn\u00edk\u016fm p\u0159ipomene nakoupit, jakmile p\u016fvodn\u00ed zbo\u017e\u00ed dojde\/expiruje. Jedn\u00e1 se o zbytn\u00e9 produkty jako k\u00e1vov\u00e9 kapsle, fitness dopl\u0148ky \u010di kontaktn\u00ed \u010do\u010dky, u kter\u00fdch se d\u00e1 lehce p\u0159edpov\u00eddat, kdy dojdou.<\/p>\n\n\n\n

Nyn\u00ed navrhneme automatizaci p\u0159ipom\u00ednky pro dopln\u011bn\u00ed z\u00e1sob fiktivn\u00ed zna\u010dky Quofi. Jej\u00ed hlavn\u00ed produkt, k\u00e1vov\u00e9 kapsle, se dod\u00e1v\u00e1 v balen\u00edch, kter\u00e1 vydr\u017e\u00ed 30 dn\u00ed p\u0159i pravideln\u00e9 spot\u0159eb\u011b. Cel\u00fd proces je n\u00e1sleduj\u00edc\u00ed:<\/p>\n\n\n\n

    \n
  1. Navrhneme n\u011bkolik \u0161ablon e-mail\u016f, kter\u00e9 budou z\u00e1kazn\u00edky upozor\u0148ovat na dopln\u011bn\u00ed kapsl\u00ed a nab\u00edzet incentivy v podob\u011b voucher\u016f.<\/li>\n\n\n\n
  2. Navrhneme SMS a push notifikace pro fin\u00e1ln\u00ed p\u0159ipom\u00ednku ke konci 30denn\u00ed lh\u016fty.<\/li>\n\n\n\n
  3. Vytvo\u0159\u00edme slevov\u00e9 vouchery, kter\u00e9 budou z\u00e1kazn\u00edky motivovat k n\u00e1kupu. Sleva 5 % je nab\u00edzena st\u00e1l\u00fdm z\u00e1kazn\u00edk\u016fm, kte\u0159\u00ed nakupuj\u00ed v 30denn\u00edch cyklech, zat\u00edmco sleva 20 % je zam\u011b\u0159ena na nov\u00e9 z\u00e1kazn\u00edky.<\/li>\n\n\n\n
  4. Spoj\u00edme v\u0161echny komponenty v jednom automatiza\u010dn\u00edm sc\u00e9n\u00e1\u0159i. <\/li>\n<\/ol>\n\n\n\n

    Cel\u00fd proces vypracujeme v aplikac\u00edch platformy CareCloud.<\/p>\n\n\n\n

    N\u00c1VRH E-MAILOV\u00ddCH \u0160ABLON<\/p>\n\n\n\n

    Prvn\u00ed e-mail \"Quofi, pravideln\u00fd n\u00e1kup\" p\u0159ipomene z\u00e1kazn\u00edk\u016fm, aby si doplnili bal\u00ed\u010dek kapsl\u00ed. Posta\u010d\u00ed n\u00e1m jednoduch\u00fd design s jasn\u00fdm CTA tla\u010d\u00edtkem, kter\u00e9 m\u00e1 b\u00fdt st\u0159edem pozornosti z\u00e1kazn\u00edka. <\/p>\n\n\n\n

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

    Tip \u010d. 1<\/strong>: Pou\u017eijte n\u00e1hled CareCloud, abyste se ujistili, \u017ee \u0161ablona vypad\u00e1 dob\u0159e i na mobiln\u00edch za\u0159\u00edzen\u00edch.<\/p>\n\n\n\n

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

    Navrhneme dv\u011b alternativy, abychom zohlednili dv\u011b pob\u00eddky na vouchery se slevou 5 % a 20 %. <\/p>\n\n\n\n

    \"\"<\/td>\"\"<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Druh\u00fd a t\u0159et\u00ed e-mail m\u00e1 podobn\u00fd design, ale p\u0159id\u00e1v\u00e1 slevov\u00fd k\u00f3d ve form\u011b prom\u011bnn\u00e9. Chcete-li je zahrnout do \u0161ablony, klikn\u011bte do textu, v nab\u00eddce vyberte \"Prom\u011bnn\u00e9 automatizace marketingu\" a pot\u00e9 \"K\u00f3d naposledy vygenerovan\u00e9ho voucheru\".<\/p>\n\n\n\n

    Tip \u010d. 2<\/strong>: Prom\u011bnn\u00e9 automatizace marketingu funguj\u00ed pouze v p\u0159\u00edpad\u011b, \u017ee je e-mail odesl\u00e1n v r\u00e1mci automatiza\u010dn\u00edho sc\u00e9n\u00e1\u0159e.<\/p>\n\n\n\n

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

    Pro lep\u0161\u00ed rozli\u0161en\u00ed budeme \u0161ablony naz\u00fdvat \"Quofi pravideln\u00fd n\u00e1kup 5 % sleva\" a \"Quofi pravideln\u00fd n\u00e1kup 20 % sleva\".<\/p>\n\n\n\n

    Tip \u010d. 3<\/strong>: Vyu\u017eijte nal\u00e9havosti p\u0159id\u00e1n\u00edm \u010dasova\u010de, kter\u00fd z\u00e1kazn\u00edk\u016fm uk\u00e1\u017ee, kolik \u010dasu jim zb\u00fdv\u00e1 do vypr\u0161en\u00ed platnosti voucheru.<\/p>\n\n\n\n

    Posledn\u00ed e-mail \"Quofi pravideln\u00fd n\u00e1kup, posledn\u00ed \u0161ance\" p\u0159edstavuje fin\u00e1ln\u00ed upom\u00ednku p\u0159ed koncem 30denn\u00ed lh\u016fty a vypr\u0161en\u00edm platnosti voucheru. E-mail nav\u00edc pos\u00edl\u00edme SMS zpr\u00e1vou \u010di push notifikac\u00ed. <\/p>\n\n\n\n

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

    DESIGN SMS A PUSH NOTIFIKAC\u00cd<\/p>\n\n\n\n

    Nyn\u00ed vytvo\u0159\u00edme kr\u00e1tkou push notifikaci, ve kter\u00e9 pou\u017eijeme i podobn\u00e9 prom\u011bnn\u00e9 jako v e-mailu. Na rozd\u00edl od SMS mus\u00edme definovat \"Klikn\u011bte na akci\", kter\u00e1 v na\u0161em p\u0159\u00edpad\u011b z\u00e1kazn\u00edky zavede p\u0159\u00edmo na str\u00e1nky produktu.<\/p>\n\n\n\n

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

    Design SMS funguje stejn\u011b, a\u017e na p\u00e1r rozd\u00edl\u016f: Ve zpr\u00e1v\u011b pou\u017eijeme personalizovan\u00fd pozdrav s p\u0159\u00edslu\u0161nou prom\u011bnnou a nav\u00edc se mus\u00edme identifikovat jako zna\u010dka Quofi. Nad\u00e1le uvedeme adresu URL, kter\u00e1 vede do va\u0161eho internetov\u00e9ho obchodu.<\/p>\n\n\n\n

    Pod textov\u00fdm oknem se zobraz\u00ed po\u010det znak\u016f zpr\u00e1vy. Pou\u017eijte n\u00e1\u0161 zkracova\u010d URL a omezte svou zpr\u00e1vu na jednu SMS! <\/p>\n\n\n\n

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

    Nyn\u00ed, kdy\u017e m\u00e1me v\u0161echny zpr\u00e1vy zpracovan\u00e9, mus\u00edme je\u0161t\u011b vytvo\u0159it vouchery.<\/p>\n\n\n\n

    TVORBA ODM\u011aN<\/p>\n\n\n\n

    Platforma CareCloud umo\u017e\u0148uje vytv\u00e1\u0159et odm\u011bny p\u0159\u00edmo nav\u00e1zan\u00e9 na automatiza\u010dn\u00ed sc\u00e9n\u00e1\u0159e. Najdeme je v aplikaci Administrace & Loajalita, V\u011brnostn\u00ed program, Benefity\/vouchery a nakonec Kampa\u0148ov\u00e9 & Marketing automation odm\u011bny. <\/p>\n\n\n\n

    Vytvo\u0159\u00edme dv\u011b odm\u011bny: \"Quofi 5% sleva\" a \"Quofi 20% sleva\". Nejd\u016fle\u017eit\u011bj\u0161\u00edm krokem je nastaven\u00ed podm\u00ednek, tzn. produkty budou zlevn\u011bny. Vlo\u017e\u00edme pot\u0159ebn\u00e9 produkty (nap\u0159\u00edklad kapsle Quofi) a nastav\u00edme minim\u00e1ln\u00ed po\u010det produkt\u016f, tedy jeden.<\/p>\n\n\n\n

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

    Dal\u0161\u00ed dva kroky jsou nastaven\u00ed platnosti a typu odm\u011bny. Nastavte procentu\u00e1ln\u00ed slevu (5 %, respektive 20 %) a platnost 8 dn\u00ed od okam\u017eiku p\u0159id\u011blen\u00ed z\u00e1kazn\u00edkovi.<\/p>\n\n\n\n

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

    Tip \u010d. 4<\/strong>: M\u016f\u017eete nastavit platnost poukazu pouze na ur\u010dit\u00e9 dny nebo hodiny. Nav\u00edc m\u016f\u017eete nastavit, aby sleva platila pouze pro ur\u010dit\u00e9 segmenty. To je ide\u00e1ln\u00ed pro vytv\u00e1\u0159en\u00ed exkluzivn\u00edch odm\u011bn pro VIP z\u00e1kazn\u00edky.<\/p>\n\n\n\n

    Nyn\u00ed p\u0159ejdeme k posledn\u00ed \u010d\u00e1sti procesu \u2013 automatiza\u010dn\u00ed logice.<\/p>\n\n\n\n

    NASTAVEN\u00cd AUTOMATIZA\u010cN\u00cdHO SCEN\u00c1\u0158E<\/p>\n\n\n\n

    Nyn\u00ed spoj\u00edme v\u0161echno do komplexn\u00edho scen\u00e1\u0159e, kter\u00fd automaticky za\u0161le e-maily a odm\u011bny dle n\u00e1kupn\u00edho chov\u00e1n\u00ed z\u00e1kazn\u00edka. Cel\u00fd scen\u00e1\u0159 \"Quofi 30denn\u00ed n\u00e1kup\" vypad\u00e1 n\u00e1sledovn\u011b:<\/p>\n\n\n\n

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

    Sc\u00e9n\u00e1\u0159 se spust\u00ed, kdy\u017e si z\u00e1kazn\u00edk zakoup\u00ed 30denn\u00ed balen\u00ed kapsl\u00ed. Za\u010dneme uzlem \"Spustit p\u0159i ud\u00e1losti\" a v rozev\u00edrac\u00ed nab\u00eddce vybereme \"Nov\u00fd n\u00e1kup\". <\/p>\n\n\n\n

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

    D\u016fle\u017eit\u011bj\u0161\u00ed je, \u017ee p\u0159id\u00e1me tak\u00e9 uzel podm\u00ednky, kter\u00fd rozli\u0161uje, kter\u00fd konkr\u00e9tn\u00ed produkt si z\u00e1kazn\u00edk koupil, v tomto p\u0159\u00edpad\u011b jak\u00e9koliv 30denn\u00ed balen\u00ed kapsl\u00ed. Konkr\u00e9tn\u00ed produkty vybereme v rozbalovac\u00ed nab\u00eddce vpravo. Automatizace tak bude prob\u00edhat pouze v p\u0159\u00edpad\u011b, \u017ee z\u00e1kazn\u00edk zakoup\u00ed spr\u00e1vn\u00fd produkt.<\/p>\n\n\n\n

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

    Pot\u00e9 nastav\u00edme \u010dekac\u00ed dobu 23 dn\u00ed a rozsah \u010dek\u00e1n\u00ed 9 a\u017e 19, aby e-maily p\u0159ich\u00e1zely ve vhodnou dobu. Pot\u00e9 ode\u0161leme prvn\u00ed e-mail \"Quofi, pravideln\u00fd n\u00e1kup\".<\/p>\n\n\n\n

    Po dal\u0161\u00ed 4denn\u00ed \u010dekac\u00ed dob\u011b zkontrolujeme, zda si z\u00e1kazn\u00edk zakoupil dal\u0161\u00ed bal\u00ed\u010dek. Nezapome\u0148te nastavit spr\u00e1vn\u00e9 produkty (30denn\u00ed bal\u00ed\u010dky) a typ obdob\u00ed jako \"Relativn\u011b\", po kter\u00e9m n\u00e1sleduje n\u00e1kup v posledn\u00edch 25 dnech. P\u0159i ka\u017ed\u00e9 kontrole, zda z\u00e1kazn\u00edk nakoupil, mus\u00edme nastavit spr\u00e1vn\u00e9 \u010dasov\u00e9 obdob\u00ed!<\/p>\n\n\n\n

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

    Pokud z\u00e1kazn\u00edk nekoup\u00ed (druh\u00e1 v\u011btev), budeme pokra\u010dovat ve sc\u00e9n\u00e1\u0159i.<\/p>\n\n\n\n

    Nyn\u00ed zjist\u00edme, zda m\u00e1 z\u00e1kazn\u00edk n\u00e1rok na 20% slevu. Mus\u00edme se ujistit, \u017ee z\u00e1kazn\u00edci nevyu\u017eili tento poukaz po dobu 6 m\u011bs\u00edc\u016f. Pokud tak neu\u010dinili, mohou z\u00edskat slevu 20 %. V nastaven\u00ed nezapome\u0148te vybrat mo\u017enost \"bez odpov\u00eddaj\u00edc\u00ed ud\u00e1losti\". V\u0161ichni ostatn\u00ed z\u00e1kazn\u00edci obdr\u017e\u00ed slevu 5 %.<\/p>\n\n\n\n

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

    V ka\u017ed\u00e9 v\u011btvi sc\u00e9n\u00e1\u0159e p\u0159id\u011bl\u00edme z\u00e1kazn\u00edk\u016fm jeden z poukaz\u016f a ihned jim za\u0161leme \"Quofi pravideln\u00fd n\u00e1kup x % sleva\". D\u00edky propojen\u00fdm syst\u00e9m\u016fm obdr\u017e\u00ed ka\u017ed\u00fd z\u00e1kazn\u00edk sv\u016fj konkr\u00e9tn\u00ed k\u00f3d p\u0159\u00edmo do e-mailu (prost\u0159ednictv\u00edm prom\u011bnn\u00fdch). <\/p>\n\n\n\n

    Po\u010dk\u00e1me je\u0161t\u011b \u010dty\u0159i dny a p\u0159id\u00e1me dal\u0161\u00ed podm\u00ednku \"Nakoupil?\". Pokud z\u00e1kazn\u00edci je\u0161t\u011b nenakoupili (platnost voucheru vypr\u0161\u00ed za jeden den), za\u0161leme e-mailovou upom\u00ednku \"Posledn\u00ed \u0161ance\".<\/p>\n\n\n\n

    Z\u00e1rove\u0148 pomoc\u00ed podm\u00ednek zjist\u00edme, zda m\u00e1 z\u00e1kazn\u00edk nainstalovanou na\u0161i aplikaci Quofi. <\/p>\n\n\n\n

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

    Pokud ano, ode\u0161leme push notifikaci, kterou jsme vytvo\u0159ili. Pokud ne, zjist\u00edme, zda je telefonn\u00ed \u010d\u00edslo z\u00e1kazn\u00edka v na\u0161\u00ed datab\u00e1zi. V krajn\u00edm p\u0159\u00edpad\u011b za\u0161leme upozorn\u011bn\u00ed SMS. T\u011bmito upozorn\u011bn\u00edmi sc\u00e9n\u00e1\u0159 ukon\u010d\u00edme.<\/p>\n\n\n\n

    Tip \u010d. 5<\/strong>: Pokud z\u00e1kazn\u00edk nem\u00e1 va\u0161i aplikaci nebo nevyplnil sv\u00e9 telefonn\u00ed \u010d\u00edslo, m\u016f\u017eete poslat je\u0161t\u011b posledn\u00ed e-mail.<\/p>\n\n\n\n

    ZV\u00dd\u0160EN\u00cd M\u00cdRY RETENCE POMOC\u00cd PLATFORMY CARECLOUD<\/p>\n\n\n\n

    A\u017e z\u00e1kazn\u00edk\u016fm op\u011bt dojdou kapsle, Quofi bude ta prvn\u00ed zna\u010dka, co jim p\u0159ipomene znovu nakoupit. Takto lze v\u00fdrazn\u011b zv\u00fd\u0161it \u0161anci, \u017ee u Quofi nakoup\u00ed. Zaveden\u00ed t\u00e9to jednoduch\u00e9 automatizace m\u016f\u017ee zv\u00fd\u0161it po\u010det n\u00e1kup\u016f, CLV a z\u00e1kaznickou v\u011brnost.<\/p>\n\n\n\n

    N\u00e1\u0161 sc\u00e9n\u00e1\u0159 je jen ochutn\u00e1vkou toho, co nab\u00edz\u00ed platforma CDP & CRM CareCloud. S e-mailingem, spr\u00e1vou odm\u011bn a automatizac\u00ed m\u016f\u017eete dohromady vytv\u00e1\u0159et personalizovan\u00e9 omnichannel kampan\u011b, kter\u00e9 zaujmou z\u00e1kazn\u00edky a zajist\u00ed vysokou n\u00e1vratnost marketingu.<\/p>\n\n\n\n

    T\u011b\u0161te se na dal\u0161\u00ed tutori\u00e1ly. Udr\u017eujte z\u00e1kazn\u00edky spokojen\u00e9 s platformou CareCloud.<\/p>","protected":false},"excerpt":{"rendered":"

    Stay on top of customers’ minds and increase their shopping frequency with regular restock reminders. Our tutorial will guide you through the whole process, from email and reward design to setting up the complete automation workflow. KEEP CUSTOMERS INTERESTED Most brands’ profits come from repeated purchases. An effective strategy lies in reminding customers to buy…<\/p>","protected":false},"author":9,"featured_media":9315,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_wp_rev_ctl_limit":""},"categories":[31],"tags":[18,14,13,20,22],"class_list":["post-9313","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials","tag-automation","tag-e-commerce","tag-emailing","tag-omnichannel","tag-retail"],"_links":{"self":[{"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/9313","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/comments?post=9313"}],"version-history":[{"count":3,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/9313\/revisions"}],"predecessor-version":[{"id":9351,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/9313\/revisions\/9351"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/media\/9315"}],"wp:attachment":[{"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/media?parent=9313"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/categories?post=9313"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/tags?post=9313"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}