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Hng dn s dng Nhn H

Thng 10/2016

Version 2.3

www.vndirect.com.vn 2

Mc lc

Hot ng hng ngy ca Mi gii

Bc 1: ng nhp 3

Bc 2: La chn loi bo co ph hp 4

Bn tin D-Calls 7

Thng k th trng 10

Bo co phn tch 11

Bn tin ty chn (km attachment) 14

Cp nht /Chnh sa Bn tin chm sc hoc Khuyn ngh 15

Bc 3: Thc hin xem trc Bn tin Mi gii 19

Bc 4: To/ Sa/Chn khch hng nhn bn tin 20

Tnh nng thng k d liu 24

Tnh nng qun l khch hng 29

Trang



Bc 1: Truy cp vo trang https://nhanha.vndirect.com.vn/NhanHa/

Vo ng nhp

Thc hin ng nhp ti khon bng username cng ty

Hnh 1: Mn hnh ng nhp ti khon Nhn H

Hnh 2: Mn hnh yu cu ng nhp Nhn H

https://nhanha.vndirect.com.vn/NhanHa/



Bc 2: La chn loi bo co ph hp

Vo Chn Bo co> danh sch cc loi bn tin bo co

o Lu : Mc nh khi truy cp h thng s hin th Khuyn ngh tng hp

Hnh 3: Mn hnh danh sch cc loi Bo co

.


Cc loi bo co h tr bi Nhn H

DCalls: Nhn nh, khuyn ngh hng ngy c cc phng mi gii tng

hp v cp nht.

Thng k th trng: Bo co thng k th trng phin mi nht (c

cp nht sau 16h hng ngy).

Bo co phn tch: Nhn nh, khuyn ngh ca khi Phn tch v th

trng, cc m chng khon

Bn tin ty chn (km attachment): Bn tin m mi gii t tng hp ni

dung v file nh km.


Cc loi bo co h tr bi Nhn H

Khuyn ngh chng khon: Khuyn ngh chng khon mt hoc nhiu

m c mi gii a ra.

Tng quan th trng: Bn tin th trng chng khon quc t v trong

nc.

Cu chuyn th trng: Bn tin cu chuyn th trng.

Tng quan v cu chuyn th trng: Bn tin tng hp tng quan v cu

chuyn th trng

Khuyn ngh chng khon v Tng quan th trng: Bn tin tng hp

khuyn ngh v tng quan th trng

Khuyn ngh tng hp: Bn tin tng hp khuyn ngh, tng quan v cu

chuyn th trng.


Bo co D-Calls

Chn Bo co D-Calls> hin th danh sch cc bo co c cp nht mi nht.

Hnh 4: Mn hnh Bo co D-Calls


Bo co D-Calls

Ti menu Bo co D-Calls

tm kim bo co DCALL hin c: Mi gii cn nhp cm t lin quan (M

chng khon, tn phng MG) vo tm kim v click Tm.

to bo co DCALL mi: Mi gii cn click vo button To bo co Dcall mi

>> hin th giao din form upload bo co DCALL.Ti y mi gii nhp y

thng tin vo upload form nh sau:

* Bt buc: Tn/ tiu bo co Dcall ; M chng khon khuyn ngh; S ngy

khuyn ngh; Loi khuyn ngh (Mua/ Bn/ Nm gi); Vng Khuyn ngh/ Gi Mc

tiu/ Gi Ct l;

Khng bt buc :Tm tt khuyn ngh; Nhn nh c bn; Nhn nh k thut; Chn

nh biu k thut.


Bo co D-Calls

Hnh 5: Mn hnh form upload

Bo co D-Calls


Bo co D -Calls

Ti khung hin th thng tin ca tng bo co

Click Tiu bo co> hin th mn hnh Xem trc v chn email (Tham kho

bc 4-5)

Hnh 6: Mn hnh bo co D-Calls


Bo co Thng k th trng

Chn Thng k th trng> hin th mn hnh xem trc form bo co

Click Tip tc> Mn hnh chn Email > Gi

Hnh 7: Mn hnh form bo co Thng k th trng phin gn nht


Bo co Phn tch

Chn Bo co phn tch>mc nh hin th cc bo co c cp nht mi nht.

Hnh 8: Mn hnh Bo co phn tch


Bo co Phn tch

Ti menu loi Bo co Phn tch

Click Bo co cng ty> menu m rng cc m cng ty> click chn M Cng ty

Click Bo co chin lc> menu m rng cc mc thi gian >click chn thi gian

Hnh 9: Menu m rng Bo co cng ty & Bo

co chin lc


Bo co Phn tch

Ti khung hin th thng tin ca tng bo co

Click Gi bo co ny> hin th mn hnh Xem trc v chn email (Tham kho

bc 4-5)

Click Ti tp bo co> Ti file Bo co v my tnh

Hnh 10: Khung thng tin bo co phn tch


Bn tin ty chn ( km attach file)

Chn template Bn tin ty chn

in Tiu email & Nhn nh hoc Thm on vn > Chn File nh km>

Click Tip tc

Hnh 11: Mn hnh bn tin Ty chn


Bn tin chm sc/ Khuyn ngh

Cp nht /Chnh sa Bn tin chm sc hoc Khuyn ngh

in thng tin Th trng bng 2 cch sau

La chn 1: Cp nht ni dung t phng T Vn u T > Click button

Hnh 12: Kt qu hin th thng tin t T vn u t sau khi click nt AutoLoad


Cp nht /Chnh sa Bn tin Mi gii

La chn 2: Mi gii t son tho & in thng tin t vn th trng + upload nh

cu chuyn th trng.

Hnh 13: Mn hnh thng tin t vn th trng cn in



Click vo khung nhp d liu > hin th thanh cng c chnh sa text

Mi gii c th chnh sa kiu ch (Font, size, mu ch, cch dng, bullet point,)

thng qua cc chc nng trn thanh cng c.

Hnh 14: Mn hnh khung chnh sa Text-Editor



Click vo nt Image ==> hin th pop up Image Properties

Mi gii c th chnh sa kch c nh (Width, height, border,) thng qua cc chc

nng trn thanh cng c.

Hnh 15: Mn hnh Image Properties ti khung chnh

sa Text-Editor


Cp nht /Chnh sa Bn tin

To khuyn ngh chng khon

Nhp M chng khon & S ngy khuyn ngh (Bt buc)> chn loi Khuyn

ngh (Mua/Bn/Nm Gi)

Nhp Vng mua/Bn, gi mc tiu, gi ct l

Hnh 15: Mn hnh khuyn ngh chng khon



Nhp Tm tt khuyn ngh/ Nhn nh c bn/ Nhn nh k thut

Click nt Chn nh ti ln nh biu k thut (H tr PNG,JPG, GIF)

Click nt Thm m khuyn ngh nu mun khuyn ngh thm m.

Hnh 16: Mn hnh khuyn ngh chng khon



Bc 3: Thc hin xem trc Bn tin Mi gii (Khng bt buc)

Ti mn hnh ban u> chn nt Xem trc> mn hnh xem trc bo co

Hnh 17: Mn hnh xem trc bn tin Mi gii



Bc 4: To/ Sa/Chn khch hng nhn bn tin

Mi gii c th chn email ca khch hng nhn bn tin bng 2 cch:

La chn 1: Ti mn hnh xem trc Bn tin Mi gii, click Chn Email

(Tham kho bc 4)

La chn 2: Ti mn hnh form bo co ban u, sau khi in y thng tin t

vn v khuyn ngh, click Tip tc

(Tham kho bc 3)

o Lu : hn ch vic khch hng nhn nhiu email ging nhau, h thng s ch cho php

gi 1 loi bo co cho 1 a ch email trong mt ngy.


Chn khch hng nhn Bn tin

Ti mn hnh chn email

Thng tin khch hng Careby > mi gii c th click Chn/ B chn hoc click

vo du b chn (Lu : MG khng th xa KH careby).

Hnh 18: Mn hnh thng tin khch hng careby



Thng tin Group > Mi gii c th click Chn/ B chn chn nhm KH

mun gi .

Hnh 19: Mn hnh thng tin nhm khch hng



Lu : Nhm gim ti vic loading khi chn email gi i, ton b khch hng tim

nng hin c nhm vo thnh 1 group ring "Ton b KH tim nng".

thm/sa/xa thng tin ca tng KH tim nng=>> thc hin ti mc Qun l

Khch hng.

gi cho khch hng tim nng=>>click chn group "Ton b KH tim nng" ti

mn hnh chn email v click gi.

Hnh 20: Mn hnh chn nhm KH nhn bn tin


Gi email cho Khch hng

Sau khi la chn xong cc khch hng/ nhm khch hng nhn bn tin,

chn nt Gi Email

H thng s t ng chuyn sang mn hnh bo gi email thnh cng.

Hnh 21: Mn hnh thng bo gi thnh cng


Thng k

Vo Thng k> mn hnh Thng k cho mi gii

Click chn nhm KH v khong thi gian mun thng k> click Lc

o Lu : Mc nh khi truy cp h thng s hin th thng k tng hp ca 2 nhm khch hng

Careby & Tim nng.

Hnh 22: Mn hnh Thng k cho Mi Gii


Thng k

T l gi thnh cng = % s bn tin c gi thnh cng n khch hng.

T l M/Bm link/ Khng gi c = % s bn tin KH m trn tng s KH

nhn; % khng gi c trn tng s gi; % bm link trn tng s KH m.

Hnh 23: Bng tng quan thng k

KH careby & tim nng


Thng k

Ti khung Chi tit thng k tng bo co

Click Tn bo co > mn hnh xem li ni dung Bo co .

Click s lng gi/ nhn/m email/ bm link/ khng gi c > chi tit

email, tn khch hng v trng thi tng ng.

Hnh 24: Mn hnh hin th chi tit thng

k ca tng Bo co

Hnh 25: Mn hnh hin th chi tit

email/ tn Khch hng v trng thi.


Thng k - Hiu qu khuyn ngh

i vi Khuyn ngh chng khon MUA> Click trng thi khuyn ngh tng ng

ti ct Hiu Qu. (Lu : H thng s ch hin th hiu qu i vi cc Khuyn ngh Mua)

Kch hot/ ng/ Ht hn: Ngy khuyn ngh CK thay i trng thi tng ng.

Gi mua/ Ct l/ Mc tiu: Thng tin Khuyn ngh CP c Mi gii a ra.

Gi hin ti/ Trng thi: Thng tin gi CP real-time v trng thi KN tng ng.

Hiu qu = % Gi hin ti/ Gi kch hot ca CP

Hnh 26: Pop-up hin th thng tin hiu qu khuyn ngh Mua


Thng k

Ti mn hnh thng k ca trng phng Mi gii

Thc hin lc nhm khch hng v thi gian (Tham kho bc trn, tng t nh

i vi thng k cho mi gii)

Ti menu Bo co phng MG & danh sch mi gii thuc phng > Click tn

Mi gii> hin th mn hnh thng k ca mi gii .

Hnh 27: Mn hnh thng k cho trng phng mi gii


Thng k

Ti mn hnh thng k ca gim c Mi gii

Thc hin chn lc khch hng v thi gian tng t nh trn.

Ti menu Bo co khi & phng MG/ mi gii > Click tn Phng MG/ Mi gii >

hin th thng k ca phng MG hoc ca ring c nhn mi gii .

Hnh 28: Mn hnh thng

k cho Gim c Mi gii


Thng k D-Calls

Vo Thng k> Chn DCALLS truy cp mn hnh thng k trng thi

& hiu qu bo co DCALLS ca cc phng Mi gii.

Hnh 29: Mn hnh thng

k D-Calls


Thng k D-Calls

Click Xem chi tit >> mn hnh hin th chi tit hiu qu v thng tin lin

quan ca tng m khuyn ngh ca phng MG tng ng.

Hnh 29: Mn hnh chi tit

thng k D-Calls ca tng

phng MG


Hot ng qun l khch hng

Chn Qun l khch hng> mn hnh danh sch KH tim nng

Vo Chn File(.XLS) v click Upload ti ln danh sch KH tim nng

Click Download nu mun ti v danh sch KH tim nng ang c

Hnh 29: Mn hnh qun l khch hng tim nng


Ti ln danh sch khch hng tim nng

o Lu :Ti tp tin XLS ti ln, mi gii cn in ni dung chnh xc tng ng vi tng ct Email/

Phone/ Name/ Note h thng c th upload thng tin khch hng tim nng thnh cng.

Hnh 30: Hin th tp tin mu danh sch Khch hng tim nng ti ln


Qun l khch hng

Lit k danh sch khch hng Tim nng > Mi gii c th thm/ sa/ xa thng

tin ca khch hng tim nng.

Hnh 20: Mn hnh thng tin khch hng tim nng


Sa/ Xa thng tin KH tim nng

Chnh sa thng tin KH tim nng >chn icon >sa ti pop up >Lu/ Hy.

Xa thng tin KH> chn icon > thng bo xc nhn >Xa/ Hy.

Hnh 32: Thng bo xc nhn xa khch hng tim nng

Hnh 31: Pop up sa thng tin khch hng tim nng


To Group Khch hng

Chn Thm mi > to Group bng vic chn t danh sch KH tim nng hin c.

Nhp Tn Group & Ghi ch+ chn cc khch hng mun to nhm > Lu

Hnh 33: Mn hnh to nhm

Khch hng


To Group Khch hng

Chn To nhanh bng file Excel > to Group bng vic upload file Excel danh

sch KH tim nng.

Nhp Tn Group & Ghi ch >Click Chn File v ti file danh sch KH tim nng

tng t nh trn>Lu.

Hnh 34: Mn hnh to nhm

Khch hng bng file Excel

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