{"id":9514,"date":"2025-08-21T10:28:15","date_gmt":"2025-08-21T08:28:15","guid":{"rendered":"https:\/\/www.crmcarecloud.com\/?p=9514"},"modified":"2025-08-25T09:50:29","modified_gmt":"2025-08-25T07:50:29","slug":"vlastnosti-zakaznickych-ont-na-platforme-carecloud-prakticky-pruvodce-jejich-vyuzitim","status":"publish","type":"post","link":"https:\/\/www.crmcarecloud.com\/cz\/blog\/tutorialy\/vlastnosti-zakaznickych-ont-na-platforme-carecloud-prakticky-pruvodce-jejich-vyuzitim\/","title":{"rendered":"Vlastnosti z\u00e1kaznick\u00fdch kont na platform\u011b CareCloud: Praktick\u00fd pr\u016fvodce jejich vyu\u017eit\u00edm"},"content":{"rendered":"

Shroma\u017e\u010fov\u00e1n\u00ed z\u00e1kaznick\u00fdch dat je kl\u00ed\u010dem k personalizovan\u00e9 komunikaci a efektivn\u00edm marketingov\u00fdm kampan\u00edm. V CareCloud si m\u016f\u017eete nastavit vlastnosti z\u00e1kaznick\u00fdch kont p\u0159esn\u011b podle pot\u0159eb va\u0161\u00ed zna\u010dky. V tomto \u010dl\u00e1nku v\u00e1s krok za krokem provedeme jejich nastaven\u00edm i praktick\u00fdm vyu\u017eit\u00edm.<\/p>\n\n\n\n

\"Mu\u017e<\/figure>\n\n\n\n

P\u0158EDSTAVEN\u00cd ZNA\u010cKY<\/p>\n\n\n\n

CareCloud nab\u00edz\u00ed standardn\u00ed sadu z\u00e1kaznick\u00fdch \u00fadaj\u016f, kter\u00e1 pokr\u00fdv\u00e1 z\u00e1kladn\u00ed marketingov\u00e9 pot\u0159eby. Ka\u017ed\u00e1 zna\u010dka je ale jedine\u010dn\u00e1 \u2013 a proto si m\u016f\u017eete p\u0159idat vlastnosti z\u00e1kaznick\u00fdch kont, kter\u00e1 odpov\u00eddaj\u00ed va\u0161emu byznysu.<\/p>\n\n\n\n

V tomto \u010dl\u00e1nku si v\u0161e uk\u00e1\u017eeme na p\u0159\u00edkladu zna\u010dky Paws & Play<\/em>, kter\u00e1 se specializuje na produkty pro psy \u2013 od krmiva a hra\u010dek a\u017e po tipy na aktivity. Z\u00e1kazn\u00edci mohou nakupovat p\u0159es e-shop i mobiln\u00ed aplikaci. Zam\u011b\u0159\u00edme se na p\u011bt nej\u010dast\u011bji pou\u017e\u00edvan\u00fdch typ\u016f z\u00e1kaznick\u00fdch vlastnost\u00ed: text, \u010d\u00edslo, ano\/ne, v\u00fdb\u011br z mo\u017enost\u00ed a datum. <\/p>\n\n\n\n

Postupn\u011b v\u00e1s provedeme nastaven\u00edm a praktick\u00fdmi p\u0159\u00edklady<\/p>\n\n\n\n

NASTAVEN\u00cd VLASTNOST\u00cd Z\u00c1KAZNICK\u00ddCH KONT<\/p>\n\n\n\n

Z\u00e1kaznick\u00e1 konta nastav\u00edte v aplikaci Administrace & Loajalita<\/em> pod z\u00e1lo\u017ekou Vlastnosti z\u00e1kaznick\u00fdch kont<\/em>. V\u0161echna pole, kter\u00e1 zde vytvo\u0159\u00edte, se automaticky synchronizuj\u00ed nap\u0159\u00ed\u010d platformou CareCloud.<\/p>\n\n\n\n

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

Sta\u010d\u00ed zadat n\u00e1zev, popis a vybrat typ pole. Nap\u0159\u00edklad pro jm\u00e9no psa pou\u017eijete Textov\u00e9 pole, kter\u00e9 je ide\u00e1ln\u00ed pro kr\u00e1tk\u00e9 texty.<\/p>\n\n\n\n

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

PRO tip:<\/strong> Textov\u00e9 pole pou\u017e\u00edvejte pouze pro kr\u00e1tk\u00e9 texty, jako jsou jm\u00e9na. Pro dlouh\u00e9 texty zvolte mo\u017enost Text.<\/p>\n\n\n\n

Podobn\u011b nastav\u00edte dal\u0161\u00ed z\u00e1kaznick\u00e1 konta typu \u010d\u00edslo, ano\/ne a datum. Jedinou v\u00fdjimkou je V\u00fdb\u011br v\u00edce mo\u017enost\u00ed z v\u00fd\u010dtu<\/em>, kter\u00fd se nastavuje tro\u0161ku jinak. <\/p>\n\n\n\n

P\u0159i zvolen\u00ed V\u00fdb\u011br v\u00edce mo\u017enost\u00ed z v\u00fd\u010dtu se zobraz\u00ed mo\u017enost P\u0159idat novou hodnotu<\/em> , kde m\u016f\u017eete zadat v\u00e1mi zvolen\u00e9 mo\u017enosti. Pozd\u011bji, b\u011bhem dal\u0161\u00edho nastaven\u00ed, si vy a va\u0161i z\u00e1kazn\u00edci budete moci vybrat pouze z t\u011bchto mo\u017enost\u00ed.<\/p>\n\n\n\n

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

Chcete, aby bylo pole povinn\u00e9 p\u0159i registraci? Ozna\u010dte ho jako Povinn\u00e1 vlastnost.<\/em> Registrovat se bez jeho vypln\u011bn\u00ed pak nebude mo\u017en\u00e9.<\/p>\n\n\n\n

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

PRO Tip:<\/strong> Pole m\u016f\u017eete zp\u0159\u00edstupnit jen pro ur\u010dit\u00e9 z\u00e1kaznick\u00e9 statusy v r\u00e1mci v\u011brnostn\u00edho programu pomoc\u00ed funkce Omezit pou\u017eit\u00ed pro vybran\u00e9 z\u00e1kaznick\u00e9 statusy<\/em> .<\/p>\n\n\n\n

A te\u010f se pod\u00edv\u00e1me na praktick\u00e9 vyu\u017eit\u00ed ka\u017ed\u00e9ho typu pole.<\/p>\n\n\n\n

5 zp\u016fsob\u016f, jak chyt\u0159e vyu\u017e\u00edt vlastnosti z\u00e1kaznick\u00fdch kont<\/p>\n\n\n\n

    \n
  1. Text \u2013 personalizovan\u00e1 komunikace<\/li>\n<\/ol>\n\n\n\n

    Text je ide\u00e1ln\u00ed pro personalizaci. Vytvo\u0159\u00edme push notifikaci s personalizovan\u00fdm jm\u00e9nem psa, kter\u00e1 bude odesl\u00e1na jako p\u0159ipom\u00ednka majiteli psa ke koupi nov\u00e9ho balen\u00ed granul\u00ed. P\u0159esuneme se k obsahu push notifikace.<\/p>\n\n\n\n

    Chcete-li p\u0159idat personalizaci, klikn\u011bte na skupiny<\/em> prom\u011bnn\u00fdch pro personalizaci<\/em> a zvolte Z\u00e1kladn\u00ed prom\u011bnn\u00e9<\/em>. Pot\u00e9 v prom\u011bnn\u00fdch pro personalizaci<\/em>vyberte v \u010d\u00e1sti Vlastn\u00ed z\u00e1kaznick\u00e1 data mo\u017enost Jm\u00e9no psa.<\/p>\n\n\n\n

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

    PRO Tip:<\/strong> Vyhn\u011bte se pou\u017e\u00edv\u00e1n\u00ed t\u00e9to vlastnosti pro uzly podm\u00ednek v automatizovan\u00fdch sc\u00e9n\u00e1\u0159\u00edch nebo segmentaci. Z\u00e1kazn\u00edci mohou zad\u00e1vat n\u00e1zvy v r\u016fzn\u00fdch form\u00e1tech, co\u017e m\u016f\u017ee zp\u016fsobit chyby.<\/p>\n\n\n\n

      \n
    1. Ano\/Ne \u2013 c\u00edlen\u00ed na u\u017eivatele aplikace<\/li>\n<\/ol>\n\n\n\n

      Mo\u017enost Ano\/Ne je skv\u011bl\u00e1 pro segmentaci z\u00e1kazn\u00edk\u016f. V t\u00e9to kapitole vybereme z\u00e1kazn\u00edky, kte\u0159\u00ed nepou\u017e\u00edvaj\u00ed mobiln\u00ed aplikaci, a po\u0161leme jim e-mail s motivac\u00ed ke sta\u017een\u00ed.<\/p>\n\n\n\n

      Za\u010dn\u011bte vytvo\u0159en\u00edm publika. V nastaven\u00ed publika klikn\u011bte na V\u00fdb\u011br podle roz\u0161i\u0159uj\u00edc\u00edch \u00fadaj\u016f<\/em>. Najdete zde v\u0161echny vlastnosti z\u00e1kazn\u00edk\u016f, kter\u00e9 jste d\u0159\u00edve nastavili. Vyberte mo\u017enost Nem\u00e1 mobiln\u00ed aplikaci<\/em> .<\/p>\n\n\n\n

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

      Jakmile bude publikum p\u0159ipraveno, p\u0159ejdeme do E-mail designeru a vytvo\u0159\u00edme e-mail, ve kter\u00e9m zd\u016frazn\u00edme v\u00fdhody pou\u017e\u00edv\u00e1n\u00ed aplikace.<\/p>\n\n\n\n

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

      Nakonec nastavte samotnou e-mailovou kampa\u0148. P\u0159ejd\u011bte do Nastaven\u00ed parametru kampan\u011b<\/em>, zadejte n\u00e1zev, datum odesl\u00e1n\u00ed a zejm\u00e9na publikum a \u0161ablonu e-mailu.<\/p>\n\n\n\nPot\u0159ebujete v\u00edce podrobnost\u00ed o tom, jak spustit perfektn\u00ed e-mailovou kampa\u0148? Pod\u00edvejte se na n\u00e1\u0161 specializovan\u00fd \u010dl\u00e1nek na t\u00e9ma: Tvorba e-mailov\u00e9 kampan\u011b CareCloud: Od nastaven\u00ed a\u017e po v\u00fdsledky<\/u><\/a>.<\/span>\n\n\n\n

      <\/div>\n\n\n\n

      PRO Tip:<\/strong> Vlastnost Ano\/Ne je tak\u00e9 skv\u011bl\u00e1 pro uzly podm\u00ednek v automatizovan\u00fdch sc\u00e9n\u00e1\u0159\u00edch.<\/p>\n\n\n\n

        \n
      1. V\u00fdb\u011br z v\u00edce mo\u017enost\u00ed \u2013 doporu\u010den\u00ed produktu s alergi\u00ed<\/li>\n<\/ol>\n\n\n\n

        Vytvo\u0159me dal\u0161\u00ed e-mailovou kampa\u0148 \u2013 tentokr\u00e1t v\u0161ak po\u0161leme e-mail s produktem z\u00e1kazn\u00edk\u016fm, jejich\u017e psi maj\u00ed alergie, nap\u0159\u00edklad alergie na pl\u00edsn\u011b.<\/p>\n\n\n\n

        Nejprve mus\u00edme vybrat z\u00e1kazn\u00edky. P\u0159ejd\u011bte do nastaven\u00ed publika a v polo\u017ece V\u00fdb\u011br podle roz\u0161i\u0159uj\u00edc\u00edch \u00fadaj\u016f<\/em>zvol\u00edme Ps\u00ed alergie<\/em> a vybereme alergii na pl\u00edsn\u011b. <\/p>\n\n\n\n

        Nezapome\u0148te, \u017ee si m\u016f\u017eete vybrat pouze z mo\u017enost\u00ed, kter\u00e9 jste nastavili v aplikaci Administrace & Loajalita.<\/p>\n\n\n\n

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

        Pot\u00e9 otev\u0159ete E-mail designer a vytvo\u0159te \u0161ablonu s produkty vhodn\u00fdmi pro psy s vybranou alergi\u00ed. Chcete-li p\u0159idat produkty, pou\u017eijte n\u00e1stroj Produkt<\/em> a nahrajte je bu\u010f skrze Heureka, vlo\u017een\u00edm XML feedu, import CSV souboru, nebo produktovou datab\u00e1zi CareCloud.<\/p>\n\n\n\n

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

        Kone\u010dn\u00fd e-mail by mohl vypadat takto:<\/p>\n\n\n\n

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

        Jakmile bude v\u00e1\u0161 e-mail p\u0159ipraven, dokon\u010dete nastaven\u00ed kampan\u011b a ode\u0161lete jej.<\/p>\n\n\n\n

        PRO Tip:<\/strong> Toto nen\u00ed jedin\u00fd zp\u016fsob, jak pou\u017e\u00edt v\u00edcen\u00e1sobn\u00fd v\u00fdb\u011br. Je tak\u00e9 skv\u011bl\u00fd pro automatizaci sc\u00e9n\u00e1\u0159\u016f.<\/p>\n\n\n\n

          \n
        1. \u010c\u00edslo \u2014 kolik v\u00e1\u017e\u00ed v\u00e1\u0161 pes?<\/li>\n<\/ol>\n\n\n\n

          \u010c\u00edseln\u00e9 funkce jsou tak\u00e9 velmi u\u017eite\u010dn\u00e9. Nap\u0159\u00edklad kdy\u017e z\u00e1kazn\u00edci b\u011bhem registrace zadaj\u00ed hmotnost sv\u00e9ho psa, m\u016f\u017eeme jim pot\u00e9 poslat e-mail s doporu\u010den\u00edm ps\u00edho krmiva.<\/p>\n\n\n\n

          Nejprve navrhn\u011bte \u010dty\u0159i e-maily p\u0159izp\u016fsoben\u00e9 r\u016fzn\u00fdm v\u00e1hov\u00fdm skupin\u00e1m. D\u00e1le mus\u00edme vytvo\u0159it sc\u00e9n\u00e1\u0159, kter\u00fd kontroluje, do kter\u00e9 v\u00e1hov\u00e9 kategorie pes pat\u0159\u00ed, a na z\u00e1klad\u011b toho ode\u0161le spr\u00e1vn\u00fd e-mail.<\/p>\n\n\n\n

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

          Nejd\u016fle\u017eit\u011bj\u0161\u00ed je zde spr\u00e1vn\u011b nastavit podm\u00ednky. Zvolte P\u0159idat vlastnost z\u00e1kazn\u00edka<\/em> a jako atribut nastavte v\u00e1hu psa<\/em>. Ta z\u016fstane pro ka\u017edou podm\u00ednku stejn\u00e1, ale oper\u00e1tor bude jin\u00fd. Pro malou v\u00e1hu zvolte M\u00e9n\u011b ne\u017e<\/em> a nastavte hodnotu na 10.<\/p>\n\n\n\n

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

          Pro st\u0159edn\u00ed psy zvolte mo\u017enost Mezi<\/em> a nastavte rozmez\u00ed na 10\u201325 kg. Pro velk\u00e9 psy to bude stejn\u00e9; sta\u010d\u00ed zm\u011bnit hmotnost na 26\u201345 kg.<\/p>\n\n\n\n

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

          Nakonec pro ob\u0159\u00ed psy zvolte V\u011bt\u0161\u00ed ne\u017e<\/em> a zadejte 45. T\u00edmto zp\u016fsobem se do t\u00e9to cesty sc\u00e9n\u00e1\u0159e dostanou pouze psi v\u00e1\u017e\u00edc\u00ed v\u00edce ne\u017e 45 kg.<\/p>\n\n\n\n

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

          PRO Tip:<\/strong> Toto pole lze tak\u00e9 pou\u017e\u00edt k vytvo\u0159en\u00ed publika, jak jsme si uk\u00e1zali d\u0159\u00edve.<\/p>\n\n\n\n

            \n
          1. Datum \u2013 automatick\u00e9 odes\u00edl\u00e1n\u00ed narozeninov\u00fdch pouk\u00e1zek<\/li>\n<\/ol>\n\n\n\n

            V neposledn\u00ed \u0159ad\u011b m\u00e1me datum. V tomto p\u0159\u00edkladu vytvo\u0159\u00edme automatizovan\u00fd sc\u00e9n\u00e1\u0159, kter\u00fd majitel\u016fm ps\u016f za\u0161le e-mail s voucherem k narozenin\u00e1m jejich psa.<\/p>\n\n\n\n

            Nejprve mus\u00edme vytvo\u0159it voucheru. P\u0159ejd\u011bte do aplikace Administrace & Loajalita<\/em> a zvolte Kampa\u0148ov\u00e9 a Marketing Automation odm\u011bny<\/em>.<\/p>\n\n\n\n

            M\u00e1te dv\u011b mo\u017enosti:<\/p>\n\n\n\n

              \n
            • Sleva na jeden produkt.<\/li>\n\n\n\n
            • Produkt + dal\u0161\u00ed za zv\u00fdhodn\u011bnou slevu.<\/li>\n<\/ul>\n\n\n\n

              V tomto p\u0159\u00edpad\u011b vybereme prvn\u00ed mo\u017enost a nastav\u00edme 10% slevu na n\u00e1kupy nad 25 EUR. Voucher bude platn\u00fd jeden m\u011bs\u00edc a lze ho pou\u017e\u00edt online, v obchod\u011b nebo prost\u0159ednictv\u00edm mobiln\u00ed aplikace.<\/p>\n\n\n\n

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

              Dal\u0161\u00edm krokem je vytvo\u0159en\u00ed e-mailu. Pop\u0159ejte psovi z\u00e1kazn\u00edka k narozenin\u00e1m a nezapome\u0148te zm\u00ednit, \u017ee mu pos\u00edl\u00e1te poukaz na dal\u0161\u00ed n\u00e1kup.<\/p>\n\n\n\n

              Nastaven\u00ed automatizovan\u00e9ho sc\u00e9n\u00e1\u0159e vy\u017eaduje p\u0159esn\u00e9 podm\u00ednky. Tento sc\u00e9n\u00e1\u0159 se spou\u0161t\u00ed denn\u011b, identifikuje z\u00e1kazn\u00edky, jejich\u017e psi maj\u00ed narozeniny, a ode\u0161le jim e-mail s voucherem.<\/p>\n\n\n\n

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

              Kl\u00ed\u010dov\u00fdm krokem je zde spr\u00e1vn\u00e9 nastaven\u00ed podm\u00ednky: klikn\u011bte na P\u0159idat podm\u00ednku podle vlastnosti z\u00e1kazn\u00edka<\/em>, jako atribut vyberte Narozeniny psa<\/em>, a zvolte roven aktu\u00e1ln\u00edmu dni.<\/em>Pro \"psy\", kte\u0159\u00ed nemaj\u00ed ten den narozeniny, sc\u00e9n\u00e1\u0159 kon\u010d\u00ed.<\/p>\n\n\n\n

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

              Chcete-li p\u0159ipojit voucher, jednodu\u0161e vyhledejte n\u00e1zev poukazu, kter\u00fd jste d\u0159\u00edve vytvo\u0159ili, a vlo\u017ete ho do sc\u00e9n\u00e1\u0159e.<\/p>\n\n\n\n

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

              NA Z\u00c1V\u011aR<\/p>\n\n\n\n

              A to je v\u0161e! CareCloud nab\u00edz\u00ed nekone\u010dn\u00e9 mo\u017enosti p\u0159izp\u016fsoben\u00ed z\u00e1kaznick\u00fdch dat, co\u017e v\u00e1m umo\u017e\u0148uje shroma\u017e\u010fovat, kter\u00e9 skute\u010dn\u011b prosp\u00edvaj\u00ed va\u0161emu podnik\u00e1n\u00ed. <\/p>\n\n\n\n

              Spr\u00e1vn\u011b nakonfigurovan\u00e9 vlastnosti z\u00e1kazn\u00edk\u016f mohou v\u00fdrazn\u011b zlep\u0161it marketingov\u00fd v\u00fdkon, a\u0165 u\u017e personalizujete e-maily, segmentujete publikum nebo automatizujete c\u00edlen\u00e9 kampan\u011b.<\/p>\n\n\n\n

              Konfigurac\u00ed t\u011bchto pol\u00ed od sam\u00e9ho za\u010d\u00e1tku zefektivn\u00edte sv\u00e9 sc\u00e9n\u00e1\u0159e a zajist\u00edte dokonal\u00fd n\u00e1kupn\u00ed z\u00e1\u017eitek. P\u0159esn\u00e1 z\u00e1kaznick\u00e1 data v\u00e1m pomohou budovat siln\u011bj\u0161\u00ed vztahy, p\u0159edv\u00eddat pot\u0159eby a poskytovat personalizovan\u00e9 nab\u00eddky, kter\u00e9 zvy\u0161uj\u00ed zapojen\u00ed a loajalitu.<\/p>\n\n\n\n

              Ud\u011blejte si \u010das na prozkoum\u00e1n\u00ed pln\u00e9ho potenci\u00e1lu p\u0159izp\u016fsobiteln\u00fdch pol\u00ed CareCloud \u2013 va\u0161e budouc\u00ed j\u00e1 (a va\u0161i z\u00e1kazn\u00edci) v\u00e1m pod\u011bkuj\u00ed!<\/p>","protected":false},"excerpt":{"rendered":"

              Gathering customer data helps personalize communication and streamline marketing campaigns. With CareCloud, you can add customer account properties tailored to your brand’s specific needs. In this article, we will guide you through the setup process and show you how to effectively use them in practice. INTRODUCING THE BRAND CareCloud provides a standard set of customer…<\/p>","protected":false},"author":10,"featured_media":9534,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_wp_rev_ctl_limit":""},"categories":[31],"tags":[18,26,14,17],"class_list":["post-9514","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials","tag-automation","tag-customer-data","tag-e-commerce","tag-loyalty"],"_links":{"self":[{"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/9514","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=9514"}],"version-history":[{"count":4,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/9514\/revisions"}],"predecessor-version":[{"id":9557,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/posts\/9514\/revisions\/9557"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/media\/9534"}],"wp:attachment":[{"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/media?parent=9514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/categories?post=9514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.crmcarecloud.com\/cz\/wp-json\/wp\/v2\/tags?post=9514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}