{"id":8581,"date":"2021-06-09T17:55:24","date_gmt":"2021-06-09T10:55:24","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8581"},"modified":"2021-07-30T16:01:22","modified_gmt":"2021-07-30T09:01:22","slug":"crm-tu-dong-phan-hoi-va-theo-doi-quy-trinh-email-trong-crm","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-tu-dong-phan-hoi-va-theo-doi-quy-trinh-email-trong-crm\/","title":{"rendered":"[CRM] T\u1ef1 \u0111\u1ed9ng ph\u1ea3n h\u1ed3i v\u00e0 theo d\u00f5i quy tr\u00ecnh email trong CRM"},"content":{"rendered":"

Khi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u1ebfn v\u1edbi CRM c\u1ee7a b\u1ea1n, b\u1ea5t k\u1ef3 s\u1ed1 l\u01b0\u1ee3ng h\u00e0nh \u0111\u1ed9ng n\u00e0o c\u0169ng c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u1ef1 \u0111\u1ed9ng k\u00edch ho\u1ea1t b\u1edfi m\u00f4-\u0111un quy tr\u00ecnh l\u00e0m vi\u1ec7c Bitrix24 linh ho\u1ea1t v\u00e0 quy\u1ec1n n\u0103ng t\u1eeb Bitrix24.<\/p>\n

T\u1ef1 \u0111\u1ed9ng tr\u1ea3 l\u1eddi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u00e0 m\u1ed9t y\u1ebfu t\u1ed1 quan tr\u1ecdng trong m\u00f4i tr\u01b0\u1eddng kinh doanh h\u01b0\u1edbng \u0111\u1ebfn kh\u00e1ch h\u00e0ng ng\u00e0y nay. B\u1ea1n mu\u1ed1n kh\u00e1ch h\u00e0ng c\u1ee7a m\u00ecnh k\u1ebft th\u00fac t\u01b0\u01a1ng t\u00e1c ban \u0111\u1ea7u v\u1edbi c\u1ea3m gi\u00e1c r\u1eb1ng b\u1ea1n \u0111ang l\u00e0m vi\u1ec7c theo nhu c\u1ea7u c\u1ee7a h\u1ecd. Nh\u01b0ng \u0111\u1ed3ng th\u1eddi, b\u1ea1n kh\u00f4ng th\u1ec3 tr\u1ea3 l\u1eddi \u0111i\u1ec7n tho\u1ea1i 24 gi\u1edd m\u1ed9t ng\u00e0y v\u00e0 b\u1ea1n kh\u00f4ng th\u1ec3 lu\u00f4n tr\u1ef1c tuy\u1ebfn \u0111\u1ec3 check h\u1ed9p th\u01b0 \u0111\u1ebfn c\u1ee7a m\u00ecnh.<\/p>\n

Xin l\u01b0u \u00fd r\u1eb1ng quy tr\u00ecnh nghi\u1ec7p v\u1ee5 ch\u1ec9 c\u00f3 s\u1eb5n cho g\u00f3i Bitrix24 Standard & Professional<\/strong>.<\/p>\n

\u0110\u00e2y l\u00e0 m\u1ed9t quy tr\u00ecnh kinh doanh \u0111\u01a1n gi\u1ea3n:<\/p>\n

1. G\u1eedi email ph\u1ea3n h\u1ed3i t\u1ef1 \u0111\u1ed9ng;
\n2. S\u1eed d\u1ee5ng c\u00e1c tr\u01b0\u1eddng kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng kh\u00e1c nhau \u0111\u1ec3 g\u1eedi c\u00e1c email kh\u00e1c nhau;
\n3. Thi\u1ebft l\u1eadp v\u00e0 sau \u0111\u00f3 ki\u1ec3m tra tr\u1ea1ng th\u00e1i c\u1ee7a kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng;
\n4. G\u1eedi email ti\u1ebfp theo sau 7 ng\u00e0y n\u1ebfu t\u00ecnh tr\u1ea1ng kh\u00f4ng thay \u0111\u1ed5i.<\/p>\n

\u0110\u00e2y l\u00e0 ch\u1ebf \u0111\u1ed9 xem ph\u1ea7n tr\u00ean c\u00f9ng c\u1ee7a bi\u1ec3u \u0111\u1ed3:\"\"<\/a><\/p>\n

Nh\u01b0 b\u1ea1n c\u00f3 th\u1ec3 th\u1ea5y, kh\u1ed1i \u0111i\u1ec1u ki\u1ec7n s\u1eafp x\u1ebfp kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng theo lo\u1ea1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, sau \u0111\u00f3 b\u1eaft \u0111\u1ea7u quy tr\u00ecnh g\u1eedi email t\u01b0\u01a1ng \u1ee9ng. C\u1ea7n l\u01b0u \u00fd r\u1eb1ng c\u00f4ng c\u1ee5 quy tr\u00ecnh l\u00e0m vi\u1ec7c b\u1eaft \u0111\u1ea7u \u1edf ph\u00eda ngo\u00e0i b\u00ean tr\u00e1i v\u00e0 ki\u1ec3m tra c\u00e1c kh\u1ed1i \u0111\u01b0\u1ee3c \u0111\u1ea3m b\u1ea3o th\u1ef1c hi\u1ec7n. N\u1ebfu \u0111i\u1ec1u ki\u1ec7n \u0111\u01b0\u1ee3c \u0111\u00e1p \u1ee9ng, (gi\u00e1 tr\u1ecb \u201ctrue\u201d \u0111\u01b0\u1ee3c tr\u1ea3 v\u1ec1), quy tr\u00ecnh l\u00e0m vi\u1ec7c s\u1ebd tu\u00e2n theo lu\u1ed3ng m\u00e0 kh\u00f4ng c\u1ea7n ki\u1ec3m tra b\u1ea5t k\u1ef3 kh\u1ed1i n\u00e0o kh\u00e1c.<\/p>\n

Trong v\u00ed d\u1ee5 n\u00e0y, kh\u1ed1i \u0111\u1ea7u ti\u00ean ki\u1ec3m tra xem lead \u0111\u1ebfn t\u1eeb m\u1ed9t form bi\u1ec3u m\u1eabu web<\/a>.\"\"<\/a><\/p>\n

Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng t\u1eeb form bi\u1ec3u m\u1eabu web th\u01b0\u1eddng l\u00e0 \u201cD\u1eef li\u1ec7u \u0111a d\u1ea1ng th\u1ee9c \u0111\u01b0\u1ee3c l\u00e0m gi\u00e0u \u2013 Data-rich \u201d- ngh\u0129a l\u00e0 m\u1ed9t s\u1ed1 tr\u01b0\u1eddng c\u00f3 gi\u00e1 tr\u1ecb c\u00f3 \u00fd ngh\u0129a. Nh\u00e1nh \u0111i\u1ec1u ki\u1ec7n n\u00e0y c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u00e1ch bi\u1ec7t nhi\u1ec1u h\u01a1n, ch\u1eb3ng h\u1ea1n nh\u01b0 theo s\u1ea3n ph\u1ea9m m\u00e0 kh\u00e1ch h\u00e0ng quan t\u00e2m, trang web m\u00e0 bi\u1ec3u m\u1eabu \u0111\u1ebfn t\u1eeb ho\u1eb7c b\u1ea5t k\u1ef3 d\u1eef li\u1ec7u ho\u1eb7c si\u00eau d\u1eef li\u1ec7u n\u00e0o kh\u00e1c t\u1eeb bi\u1ec3u m\u1eabu.<\/p>\n

Kh\u1ed1i th\u1ee9 hai xem x\u00e9t gi\u00e1 tr\u1ecb c\u1ee7a tr\u01b0\u1eddng \u201ct\u00ean kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng\u201d v\u00e0 n\u1ebfu tr\u01b0\u1eddng \u0111\u00f3 c\u00f3 t\u1eeb \u201cth\u00f4ng b\u00e1o\u201d, n\u00f3 \u0111\u01b0\u1ee3c gi\u1ea3 \u0111\u1ecbnh l\u00e0 t\u1eeb m\u1ed9t email \u0111\u1ebfn, v\u00ec h\u1ec7 th\u1ed1ng t\u1ef1 \u0111\u1ed9ng \u0111\u1eb7t t\u00ean cho c\u00e1c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng nh\u01b0 l\u00e0 \u201ct\u1eeb [m\u1ed9t email] th\u00f4ng b\u00e1o\u201d. C\u00f3 nh\u1eefng c\u00e1ch kh\u00e1c \u0111\u1ec3 x\u00e1c \u0111\u1ecbnh xem kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u00f3 \u0111\u01b0\u1ee3c t\u1ea1o t\u1eeb m\u1ed9t email \u0111\u1ebfn hay kh\u00f4ng, nh\u01b0ng c\u00e1c email \u0111\u1ebfn ch\u1ec9 c\u00f3 3 ho\u1eb7c 4 tr\u01b0\u1eddng d\u1eef li\u1ec7u c\u00f3 th\u1ec3 h\u1eefu \u00edch cho vi\u1ec7c thi\u1ebft l\u1eadp ph\u1ea3n h\u1ed3i t\u1ef1 \u0111\u1ed9ng.\"\"<\/a><\/p>\n

Khi nh\u00e1nh \u0111i\u1ec1u ki\u1ec7n \u0111\u00e3 \u0111\u01b0\u1ee3c ch\u1ecdn, Quy tr\u00ecnh email s\u1ebd b\u1eaft \u0111\u1ea7u . C\u00f3 m\u1ed9t s\u1ef1 cho-v\u00e0-nh\u1eadn li\u00ean quan \u0111\u1ebfn s\u1ed1 l\u01b0\u1ee3ng nh\u00e1nh \u0111i\u1ec1u ki\u1ec7n m\u00e0 b\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn \u0111\u1ec3 t\u1ea1o: c\u00e1c ph\u1ea3n h\u1ed3i t\u1ef1 \u0111\u1ed9ng c\u1ee5 th\u1ec3 r\u1ea5t h\u1eefu \u00edch, nh\u01b0ng b\u1ea1n mu\u1ed1n gi\u1eef cho h\u1ec7 th\u1ed1ng c\u1ee7a m\u00ecnh c\u00f3 th\u1ec3 qu\u1ea3n l\u00fd \u0111\u01b0\u1ee3c.\"\"<\/a><\/p>\n

Kh\u1ed1i h\u00e0nh \u0111\u1ed9ng g\u1eedi email \u0111\u1ea7u ti\u00ean tr\u00f4ng nh\u01b0 th\u1ebf n\u00e0y. B\u1ea1n c\u00f3 th\u1ec3 g\u1eedi c\u00e1c email ho\u1eb7c th\u00f4ng b\u00e1o kh\u00e1c \u1edf giai \u0111o\u1ea1n n\u00e0y cho c\u00e1c nh\u00e2n vi\u00ean b\u00e1n h\u00e0ng ho\u1eb7c c\u00e1c nh\u00e2n vi\u00ean kh\u00e1c t\u1ea1i th\u1eddi \u0111i\u1ec3m n\u00e0y ho\u1eb7c b\u1ea5t k\u1ef3 \u0111i\u1ec3m n\u00e0o kh\u00e1c trong quy tr\u00ecnh. B\u1eb1ng c\u00e1ch s\u1eed d\u1ee5ng tr\u00ecnh t\u1ea1o c\u00f3 s\u1eb5n b\u00ean c\u1ea1nh tr\u01b0\u1eddng V\u0103n b\u1ea3n c\u1ee7a email, email c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c c\u00e1 nh\u00e2n h\u00f3a v\u1edbi d\u1eef li\u1ec7u t\u1eeb kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (t\u00ean ng\u01b0\u1eddi d\u00f9ng s\u1ebd kh\u00f4ng th\u1ef1c s\u1ef1 c\u00f3 s\u1eb5n trong kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u01b0\u1ee3c t\u1ea1o t\u1eeb email \u0111\u1ebfn, nh\u01b0ng Ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh trong t\u00edch h\u1ee3p email c\u00e0i \u0111\u1eb7t).\"\"<\/a><\/p>\n

Sau khi g\u1eedi ph\u1ea3n h\u1ed3i t\u1ef1 \u0111\u1ed9ng, quy tr\u00ecnh s\u1eed d\u1ee5ng kh\u1ed1i S\u1eeda \u0111\u1ed5i t\u00e0i li\u1ec7u \u0111\u1ec3 \u0111\u1eb7t tr\u1ea1ng th\u00e1i th\u00e0nh \u201cT\u1ef1 \u0111\u1ed9ng x\u1eed l\u00fd\u201d. Tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u01b0\u1ee3c \u0111\u1eb7t t\u00ean v\u00e0 qu\u1ea3n l\u00fd trong c\u00e0i \u0111\u1eb7t CRM trong ph\u1ea7n Danh s\u00e1ch l\u1ef1a ch\u1ecdn.\"\"<\/a><\/p>\n

Sau \u0111\u00f3, quy tr\u00ecnh l\u00e0m vi\u1ec7c t\u1ea1m d\u1eebng trong 7 ng\u00e0y. Trong 7 ng\u00e0y \u0111\u00f3, m\u1ed9t s\u1ed1 s\u1ef1 ki\u1ec7n, ch\u1eb3ng h\u1ea1n nh\u01b0 m\u1ed9t cu\u1ed9c g\u1ecdi, c\u00f3 th\u1ec3 x\u1ea3y ra, \u0111i\u1ec1u n\u00e0y l\u00e0m t\u0103ng l\u00ean kh\u1ea3 n\u0103ng kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng d\u1ecdc theo chu k\u1ef3 b\u00e1n h\u00e0ng, do \u0111\u00f3 kh\u00f4ng c\u1ea7n g\u1eedi theo d\u00f5i t\u1ef1 \u0111\u1ed9ng sau 7 ng\u00e0y \u0111\u00f3. N\u1ebfu m\u1ed9t s\u1ef1 ki\u1ec7n nh\u01b0 v\u1eady x\u1ea3y ra, nh\u00e2n vi\u00ean b\u00e1n h\u00e0ng s\u1ebd thay \u0111\u1ed5i tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, ho\u1eb7c th\u1eadm ch\u00ed c\u00f3 th\u1ec3 chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng. Thay v\u00ec g\u1eedi c\u00e1c email kh\u00f4ng c\u1ea7n thi\u1ebft, quy tr\u00ecnh l\u00e0m vi\u1ec7c ch\u1ec9 ki\u1ec3m tra tr\u1ea1ng th\u00e1i c\u1ee7a kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng v\u00e0 n\u1ebfu \u0111\u00f3 l\u00e0 b\u1ea5t k\u1ef3 \u0111i\u1ec1u g\u00ec kh\u00e1c ngo\u00e0i T\u1ef1 \u0111\u1ed9ng x\u1eed l\u00fd, quy tr\u00ecnh \u0111\u00f3 s\u1ebd b\u1ecb ch\u1ea5m d\u1ee9t.\"\"<\/a>\"\"<\/a><\/p>\n

Sau \u0111\u00f3, m\u1ed9t email th\u1ee9 hai \u0111\u01b0\u1ee3c g\u1eedi \u0111i v\u00e0 qu\u00e1 tr\u00ecnh k\u1ebft th\u00fac. N\u1ebfu c\u00f3 nhi\u1ec1u h\u01a1n 2 email \u0111\u01b0\u1ee3c g\u1eedi, c\u00f3 th\u1ec3 th\u00eam m\u1ed9t chu\u1ed7i T\u1ea1m d\u1eebng-Ki\u1ec3m tra Tr\u1ea1ng th\u00e1i-Email kh\u00e1c ho\u1eb7c c\u00f3 th\u1ec3 s\u1eed d\u1ee5ng \u201cV\u00f2ng l\u1eb7p l\u1ea1i\u201d \u0111\u1ec3 g\u1eedi m\u1ed9t s\u1ed1 l\u01b0\u1ee3ng email nh\u1ea5t \u0111\u1ecbnh trong b\u1ea5t k\u1ef3 khung th\u1eddi gian n\u00e0o b\u1eb1ng c\u00e1ch t\u1ea1o m\u1ed9t bi\u1ebfn v\u00e0 th\u00eam 1 v\u1edbi m\u1ed7i l\u1ea7n l\u1eb7p l\u1ea1i.<\/p>\n","protected":false},"excerpt":{"rendered":"

Khi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u1ebfn v\u1edbi CRM c\u1ee7a b\u1ea1n, b\u1ea5t k\u1ef3 s\u1ed1 l\u01b0\u1ee3ng h\u00e0nh \u0111\u1ed9ng n\u00e0o c\u0169ng c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u1ef1 \u0111\u1ed9ng k\u00edch ho\u1ea1t b\u1edfi m\u00f4-\u0111un quy tr\u00ecnh l\u00e0m vi\u1ec7c Bitrix24 linh ho\u1ea1t v\u00e0 quy\u1ec1n n\u0103ng t\u1eeb Bitrix24. T\u1ef1 \u0111\u1ed9ng tr\u1ea3 l\u1eddi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u00e0 m\u1ed9t y\u1ebfu t\u1ed1 quan tr\u1ecdng trong m\u00f4i […]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8581","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8581","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8581"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8581\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8581"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8581"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}