msgid "Emails are an effective, fully-customizable form of communication that are able to reach any target audience - large or small. The success of an email is easily measurable, especially when a creative call-to-action is involved."
msgid "Odoo *Email Marketing* provides professional-grade email design tools, templates, and features, designed to simplify the otherwise complex process required to create engaging emails, build successful campaigns, and track their overall effectiveness in a single application."
msgid "To get started, click on the :menuselection:`Email Marketing` app icon, located on the main Odoo dashboard, which leads to the main :guilabel:`Email Marketing` dashboard (in the default kanban view)."
msgid "In the search bar, by default, the filter: :guilabel:`My Mailings` is present. That means the only information being seen (at that time) on the :guilabel:`Email Marketing` dashboard are emails that the current user has created, sent, or is responsible for."
msgid "This filter can be removed by clicking the :guilabel:`X` next to :guilabel:`My Mailings` in the search bar. Doing so, reveals all the information for every email in the database."
msgid "In each stage, there are drag-and-drop cards representing the email campaigns that have been created, and the stage they are in represents the current status of that mailing."
msgid "When the cursor hovers over the upper-right corner of an email campaign card, three vertical dots (:guilabel:`⋮`) appear. When clicked, a mini drop-down menu reveals the option to color-code the email :guilabel:`Delete` the email altogether, or :guilabel:`Archive` the message for potential future use."
msgid "In the upper-right corner of the main :guilabel:`Email Marketing` dashboard, there are other view options to choose from: :guilabel:`List` and :guilabel:`Graph`."
msgid "The :guilabel:`List` view (represented by the :guilabel:`☰ (three vertical lines)` icon) provides the same key information, but in a classic list format."
msgid "The :guilabel:`Graph` view (represented by the :guilabel:`📊 (bar graph)` icon) provides the same key information, but in a variety of customizable graph (and chart) layouts."
msgid "Regardless of the view chosen for the :guilabel:`Email Marketing` dashboard, the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Favorites` options are always available."
msgid "This drop-down menu provides different ways to filter email campaigns on the dashboard. The options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`Archived`, and :guilabel:`Add Custom Filter`. If :guilabel:`Add Custom Filter` is selected, Odoo reveals an additional drop-down menu, with three customizable fields to fill in, in order to retrieve results that fit more specific criteria."
msgid "This drop-down menu provides additional ways to organize the data on the dashboard by grouping them in specific ways. Using this drop-down menu, the data can be grouped by the messages' :guilabel:`Status`, or who it was :guilabel:`Sent By`."
msgid "There is also the option to group the data by :guilabel:`Sent Period`, which has its own sub-menu of options to choose from. The :guilabel:`Sent Period` options are :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`, :guilabel:`Week`, and :guilabel:`Day`."
msgid "If none of the above :guilabel:`Group By` options deliver the desired results, click :guilabel:`Add Custom Group` at the bottom of the drop-down menu. Doing so reveals a new field, wherein custom criteria can be selected and applied, thus delivering any grouping of data that may be desired."
msgid "This drop-down menu provides different ways to incorporate past search filters and other record-related options to customize the dashboard. The options are: :guilabel:`Save current search`, :guilabel:`Import records`, :guilabel:`Add to my dashboard`, and :guilabel:`Add to Google Spreadsheet`."
msgid "On this :guilabel:`Settings` page, there are three features available. The features are: :guilabel:`Mailing Campaigns`, :guilabel:`Blacklist Option when Unsubscribing`, and :guilabel:`Dedicated Server`."
msgid ":guilabel:`Blacklist Option when Unsubscribing`: allows recipients to blacklist themselves from future mailings during the unsubscribing process."
msgid ":guilabel:`Dedicated Server`: provides the option to utilize a separate, dedicated server for mailings. When enabled, Odoo reveals a new field (and link), in which the specific server configurations must be entered, in order for it to connect properly to Odoo."
msgid "First, enter a :guilabel:`Subject` to the email. The :guilabel:`Subject` is visible in the recipients' inbox, allowing them to get quickly see what the message is about."
msgid "The :guilabel:`☺ (smiley face)` icon at the end of the :guilabel:`Subject` field (and :guilabel:`Preview Text` field) represents emojis. Click that :guilabel:`☺ (smiley face)` icon to reveal a menu of emojis that can be used in either field."
msgid "Next, there is the option to enter some :guilabel:`Preview Text`. This text is a catchy preview sentence that encourages recipients to open the message. In most inboxes, this is displayed next to the subject."
msgid "The default option is :guilabel:`Mailing List`. If :guilabel:`Mailing List` option is selected, a specific :guilabel:`Mailing List` needs to be chosen from the adjacent :guilabel:`Select mailing lists` field drop-down menu."
msgid "When the :guilabel:`Recipients` field is clicked, a drop-down menu of other options is revealed. Each option provides different ways Odoo can create a target audience for the email."
msgid "Those options (excluding the default :guilabel:`Mailing List`) provide the option to create a more specified recipient filter, in an equation-like format."
msgid "If the specified recipient fields don't automatically reveal themselves, simply click the :guilabel:`Add Filter` button beneath the :guilabel:`Recipients` field, and Odoo reveals the necessary equation fields to further drill down the target recipients for this mailing."
msgid "To add a more specified recipient filter, select any recipient option (other than :guilabel:`Mailing List`), and clicking :guilabel:`Add Filter`, if needed, to reveal three fields, formatted like an equation."
msgid "To reveal the sub-menu options, click each field, and make the desired selections, until the preferred configuration has been achieved. The number of :guilabel:`Records` that match the rule(s) are indicated to the right of the :guilabel:`Recipients` field, in green."
msgid "The :guilabel:`× (Delete node)` icon deletes a specific node (line) of the rule. The :guilabel:`＋ (Add node)` icon adds a node (line) to the rule. And, the :guilabel:`⋯ (Add branch)` icon adds a branch to the node. A branch means two additional, indented sub-nodes are added to the rule, providing even more specificity to the line above it."
msgid "In the :guilabel:`Mail Body` tab, there are a number of pre-configured message templates to choose from. Select the desired template, and modify every element of its design details with Odoo's drag-and-drop building blocks, located on the right sidebar. Each building block provides unique features and professional design elements."
msgid "To build an email from scratch, select the :guilabel:`Plain Text` template, and Odoo provides a blank email canvas, which can be customized in a number of ways - either by using the front-end rich text editor that accepts slash (:guilabel:`/`) commands, or with the XML code editor when :ref:`Developer Mode (debug mode) <developer-mode>` is engaged, and the :guilabel:`</>` icon is clicked."
msgid "The options available in the :guilabel:`Settings` tab will be different, depending on if the :guilabel:`Mailing Campaigns` feature is activated in the :guilabel:`Settings` page of the :menuselection:`Email Marketing` application (:menuselection:`Email Marketing --> Configuration --> Settings`)."
msgid ":guilabel:`Attachments`: if any specific documents are required (or helpful) for this event invite, they can be sent along with this email, by clicking :guilabel:`ATTACH A FILE`, and adding the appropriate document(s)."
msgid "When the :guilabel:`Mailing Campaigns` feature *is* activated, additional :guilabel:`Marketing` options appear in the :guilabel:`Settings` tab, which look like this:"
msgid "The :guilabel:`Mailing Campaign` field provides the option to add this particular email to a previously-made email campaign in the database. Click the empty field to reveal a drop-down menu containing all previously-made mailing campaigns in the database."
msgid "If the desired campaign isn't available in the initial drop-down menu, select :guilabel:`Search More` to reveal a complete list of all mailing campaigns in the database. Or, type the name of the desired mailing campaign in the :guilabel:`Mailing Campaign` field, until Odoo reveals the desired campaign in the drop-down menu. Then, select the desired campaign."
msgid "To create a new campaign from this :guilabel:`Mailing Campaign` field, start typing the name of this new campaign, and select :guilabel:`Create [Campaign Name]` or :guilabel:`Create and Edit...`."
msgid "Click :guilabel:`Create` to add this new mailing campaign to the database, and modify its settings in the future. And click :guilabel:`Create and Edit...` to add this new mailing campaign to the database, and Odoo reveals a pop-up window."
msgid "Here, the new mailing campaign can be further customized. Adjust the :guilabel:`Campaign Name`, assign a :guilabel:`Responsible`, and add :guilabel:`Tags`."
msgid "The top row of the :guilabel:`Create: Mailing Campaign` pop-up window is filled with analytical smart buttons. Each of which displays various metrics related to the campaign. When clicked, Odoo reveals a separate, more detailed page with even more in-depth statistics."
msgid "The option to instantly a new communication from this pop-up window is available in the upper-left corner. The adjustable status bar is located in the upper-right."
msgid "When the :guilabel:`Mailing Campaigns` feature is activated, a new :guilabel:`Campaigns` option appears in the header of the *Email Marketing* application. Campaigns can also be created on this :guilabel:`Campaigns` page in the *Email Marketing* app."
msgid "To do that, navigate to :menuselection:`Email Marketing app --> Campaigns --> Create`. When that's clicked, a pop-up window appears, in which the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can be added directly on the :guilabel:`Campaigns` dashboard."
msgid "Click :guilabel:`Add` to add the campaign to the database, and freely edit it later on. Or, click :guilabel:`Edit` and Odoo reveals the campaign template form on a separate page, providing the opportunity to further edit the campaign, send communications related to the campaign, and analyze various metrics related to the campaign, via the smart buttons at the top of the form."
msgid "Back in the :guilabel:`Settings` tab of the mailing, if the :guilabel:`Allow A/B Testing` box is checked, recipients are only be mailed to once. This allows different mailings to be sent to randomly selected recipients. This tests the overall effectiveness of the mailing, and eliminates the need for duplicate messages."
msgid "The :guilabel:`A/B Testing percentage` field represents the percentage of contacts in the database that this message will be mailed to, as a part of the :guilabel:`A/B Testing`. Enter a number between `1-100`. The recipients are randomly chosen."
msgid "After finalizing the mailing, Odoo provides the following options in the upper-left corner of the email template page. Those options are: :guilabel:`Send`, :guilabel:`Schedule`, and :guilabel:`Test`."
msgid ":guilabel:`Schedule` - Click to reveal a pop-up window, in which a future date-time is chosen. Odoo sends the mailing to the desired recipients at that specified date-time. When a date-time is chosen, the status of the mailing changes to *In Queue*."
msgid ":guilabel:`Test` - Click to reveal a pop-up window, in which Odoo allows a sample email to be sent for testing purposes. Enter the desired recipient's email address in the :guilabel:`Recipients` field, and click :guilabel:`Send Sample Mail`."
msgid ":guilabel:`Save` - Click to save the mailing as a draft, which can be edited (and sent) at a later date. When clicked, the status of the mailing stays as :guilabel:`Draft`."
msgid "When :guilabel:`Save` or :guilabel:`Discard` is selected (while in :guilabel:`Edit` mode), those options are replaced with an :guilabel:`Edit` button and a :guilabel:`Create` button. Click :guilabel:`Edit` to re-enter :guilabel:`Edit` mode. Click :guilabel:`Create` to start creating a new mailing."
msgid "By default, there's a daily limit applied for **all emails** sent throughout *all* applications. So, if there are remaining emails to be sent after a limit has been reached, those mailings *will not* be sent automatically the next day. The sending needs to be forced, by opening the email and clicking :guilabel:`Retry`."
msgid "To properly understand the success or failure of an email marketing campaign, it is necessary to monitor several key metrics. The insights gained from these metrics can then be used to optimize future campaigns. Odoo's **Email Marketing** application tracks several :ref:`key metrics <email-marketing/key-metrics>`, which can be interpreted to improve future campaigns."
msgid "To access the metrics for an individual mailing, navigate to :menuselection:`Email Marketing app --> Mailings`. Locate the specific mailing in the list view, and use the column headings to view the results for that mailing. Click on one of the mailings in the list to open the record. At the top of the record, detailed metrics are displayed as smart buttons."
msgid "A low open rate may indicate the subject line failed to capture the recipients' interest. It could also indicate the email ended up in a spam or junk folder, due to having a poor sender reputation, or failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>`."
msgid "The :guilabel:`Replied` rate measures the percentage of recipients who responded to the email directly against the total number of sent emails."
msgid "The :guilabel:`Clicked` rate, represents the *Click Through Rate (CTR)*, which measures the percentage of recipients who clicked on a link within the email against the total number of sent emails."
msgid "A high |CTR| may indicate the email content was relevant and appropriately targeted. Recipients were motivated to click the links provided, and likely found the content engaging."
msgid "A low |CTR| may indicate issues with either the targeting, or the content itself. If there were any calls to action, recipients may have been unmotivated, or the message itself may have been directed toward the wrong audience."
msgid "A low received rate may indicate issues with either the mailing list used for the mailing, or with the sender authentication. View the :ref:`email-marketing/deliverability-issues` section for more information."
msgid "A low bounce rate may indicate the mailing list used is up-to-date and the sender authentication is trusted by email providers. View the :ref:`email-marketing/deliverability-issues` section for more information."
msgid "Using a mailing list that contains outdated contact information, or malformed email addresses, is likely to result in a high bounce rate and/or a low received rate."
msgid "Mailings sent using a *From* email address that differs from the sender's domain are likely to bounce with certain email providers, due to failing :doc:`DMARC authentication <../../general/email_communication/email_domain>`."
msgid "Mailing lists are important for a number of reasons. Mailing lists can provide valuable leads for sales teams, communicate with focus groups participants, contact consumers directly for useful feedback, and more."
msgid "To create a mailing list in the *Email Marketing* application, navigate to :menuselection:`Mailing lists --> Mailing lists --> Create`. Clicking :guilabel:`Create` reveals a pop-up window."
msgid "The :guilabel:`Is Public` option allows the mailing list to be accessible by recipients in the unsubscription page, making it possible for them to update their subscription preferences."
msgid "After those options have been configured, click :guilabel:`Create` to create the mailing list, which Odoo automatically adds to the :guilabel:`Mailing Lists` page."
msgid "After a mailing list has been created (and added to the :guilabel:`Mailing Lists` dashboard), click on the desired mailing list to add contacts to the list."
msgid "Clicking the desired mailing list reveals a separate :guilabel:`Mailing List Contacts` page, in which contacts can be added to this specific list by clicking :guilabel:`Create`, and adding contact information directly on a separate contact detail form."
msgid "Or, while in the :menuselection:`Email Marketing` application, navigate to :menuselection:`Mailing Lists --> Mailing List Contacts`. Doing so reveals a separate page with all the mailing list contacts in the database."
msgid "From here, click :guilabel:`Create`, and add a contact with the same previous steps. Or, click the :guilabel:`Import` icon (to the right of the :guilabel:`Create` button) to import contacts into the database."
msgid "Once contacts are in the database, click into the desired contact's detail form, and add the preferred mailing list in the :guilabel:`Mailing List` tab (at the bottom of the contact detail form), by clicking :guilabel:`Add a line`, and selecting the desired mailing list. Multiple mailing lists can be added to a single contact's detail form."
msgid "To create a mailing list from a contact detail form, click :guilabel:`Add a line`, and type in the name of a new mailing list in the empty field that appears. Then, select either :guilabel:`Create` or :guilabel:`Create and Edit...`."
msgid "The :guilabel:`Create` option quickly creates the mailing list to the contact detail form, and the list can be configured at a later date. The :guilabel:`Create and Edit...` option creates the mailing list, and reveals a pop-up window, in which the new mailing list can be configured right away."
msgid "When a mailing list is created in the database, Odoo provides the option to directly link the mailing list on the Odoo-built website (created via Odoo's :guilabel:`Website` application)."
msgid "To link a mailing list to a website, navigate to the front-end of the website, and enter :guilabel:`Edit` mode by clicking :guilabel:`Edit` in the upper-right corner. When clicked, Odoo reveals a right-sidebar, filled with drag-and-drop *Building Blocks* that are packed with various features, options, and design elements."
msgid "Then, to add a *subscription field* for a specific mailing list onto a website, drag-and-drop any of the :guilabel:`Newsletter` options (:guilabel:`Newsletter Block`, :guilabel:`Newsletter Popup`, or :guilabel:`Newsletter`)."
msgid "To quickly locate the :guilabel:`Newsletter` building block options (while in :guilabel:`Edit` mode on the front-end of the website), type `Newsletter` into the search bar, located in the right sidebar, under the :guilabel:`Blocks` tab, and Odoo reveals the three different :guilabel:`Newsletter` block options."
msgid "When a :guilabel:`Newsletter` block is dragged onto the body of the website, Odoo reveals a pop-up window, in which the desired mailing list is selected from a drop-down menu (and linked) to this block on the website."
msgid ":guilabel:`Newsletter Block` - Adds a block onto the webpage, providing visitors with the option to add their email address to this mailing list, and subscribe to future communications."
msgid ":guilabel:`Newsletter Popup` - Tells Odoo to reveal a subscription pop-up window to occur at a certain part of the webpage. When the visitor scrolls to this predetermined point, a pop-up subscription window appears, asking for their email address to subscribe to the mailing list. The pop-up window can be edited further to fit any business needs."
msgid ":guilabel:`Newsletter` - Provides visitors with a simple field to add their email address to the mailing list, and subscribe to future mailings in the footer (or anywhere else on the page)."
msgid "Providing recipients with the power to unsubscribe from mailing lists is not only a smart business practice, it's often a legal requirement. By allowing recipients to unsubscribe from a mailing list establishes a sense of trust with an audience, and helps companies appear genuine (and not spammy)."
msgid "First, the *Blacklist* feature must be enabled. To do that, navigate to :menuselection:`Email Marketing app --> Configuration --> Settings`, enable to :guilabel:`Blacklist Options when Unsubscribing`, and click :guilabel:`Save`."
msgid "With that feature activated, an *Unsubscribe* link appears in mailings. If a recipient clicks that link, Odoo reveals a :guilabel:`Unsubscriptions` page, where they can directly manage their subscriptions."
msgid "With a test mailing, clicking the :guilabel:`Unsubscribe` link reveals an error page (*error 403 - Access Denied*). To make sure the link is working properly, create the mailing, and only send it to a personal email."
msgid "In addition to having the option to *Unsubscribe* from specific mailing lists, the recipient can also *Blacklist* themselves, meaning they will not receive *any* more emails."
msgid "In the :guilabel:`Chatter` of this page, there's a time-stamped message, informing the user when that recipient blacklisted themselves (via a :guilabel:`Mail Blacklist created` log note)."
msgid "To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the upper-left corner to remove the contact from the blacklist, allowing them to receive mailings once again."
msgid "When :guilabel:`Unblacklist` is clicked, a pop-up appears. In this pop-up, the specific email address is listed, and there's a :guilabel:`Reason` field, in which a reason can be entered, explaining why this particular contact was removed from the blacklist."
msgid "Navigate to :menuselection:`Events app --> Configuration --> Settings`, and in the :guilabel:`Events` section, tick the :guilabel:`Booth Management` checkbox. Then, click :guilabel:`Save`."
msgid "Every created booth **must** be assigned a *Booth Category* on its respective booth form, and every booth category **must** have an *Event Booth* product assigned to it."
msgid "With the *Booth Management* setting activated in the **Events** app, the *Booth Categories* option appears in the :guilabel:`Configuration` menu."
msgid "To access the :guilabel:`Booth Category` dashboard, go to :menuselection:`Events app --> Configuration --> Booth Categories`, which reveals a list of all created booth categories."
msgid "When the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon, located to the far-right of the column titles, is clicked, a drop-down menu of additional column options appears. From the resulting drop-down menu, tick the checkbox beside :guilabel:`Sponsor Level` and/or :guilabel:`Sponsor Type` to reveal those columns on the :guilabel:`Booth Category` page."
msgid "To create a booth category from the :guilabel:`Booth Category` page, click the :guilabel:`New` button in the upper-left corner to reveal a blank booth category form."
msgid "To add a corresponding image to the booth category (e.g. a sample photo of the booth), click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears when the cursor hovers over the camera placeholder in the upper-right corner of the booth category form. Then, upload the desired image to the booth category form, if needed."
msgid "In the :guilabel:`Booth Details` section, users **must** assign a :guilabel:`Product` to the category, and it **must** have *Event Booth* set as the *Product Type* on the product form."
msgid "Regardless of the listed price on the *Event Booth* product chosen, a custom :guilabel:`Price` can be applied for this booth category in that field."
msgid "In the :guilabel:`Sponsorship` section, tick the :guilabel:`Create Sponsor` checkbox option, if the user should be created as an official *Sponsor* of the event, whenever a booth belonging to this category is booked."
msgid "When the :guilabel:`Create Sponsor` checkbox is ticked, two additional fields appear beneath it: :guilabel:`Sponsor Level` and :guilabel:`Sponsor Type`."
msgid "For example, if a sponsor has been attached to a company for multiple years, they would be granted a higher level (e.g. *Gold* level), which provides them with immediate credibility and status. Whereas, conversely, a relatively new sponsor would be granted a lower level (e.g. *Bronze* level), which coincides with its own credibility and status."
msgid "To modify any existing :guilabel:`Sponsor Level`, select it from the drop-down field, then click the :icon:`fa-arrow-right` :guilabel:`(right arrow)` that appears at the end of the line. Doing so opens a separate page, wherein the :guilabel:`Sponsor Level` name and :guilabel:`Ribbon Style` can be changed, if necessary."
msgid "Users can also create a new :guilabel:`Sponsor Level`, by typing in the name of the new level, and clicking :guilabel:`Create and edit...` from the resulting drop-down menu."
msgid "Clicking :guilabel:`Create` from the resulting drop-down menu in this instance, creates the sponsor level, but does **not** immediately prompt the user to further configure it, via a :guilabel:`Create Sponsor Level` pop-up window."
msgid "From the :guilabel:`Create Sponsor Level` pop-up window, confirm the newly-created :guilabel:`Sponsor Level`, and decide what kind of :guilabel:`Ribbon Style` should be applied, if any."
msgid "The :guilabel:`Ribbon Style` options available in that drop-down field are: :guilabel:`No Ribbon`, :guilabel:`Gold`, :guilabel:`Silver`, and :guilabel:`Bronze`."
msgid "In the :guilabel:`Sponsor Type` field, choose one of the following options from the drop-down menu: :guilabel:`Footer Logo Only`, :guilabel:`Exhibitor`, or :guilabel:`Online Exhibitor`."
msgid "On the booth category form, beneath those sections (:guilabel:`Booth Details` and :guilabel:`Sponsorship`), there is the :guilabel:`Description` tab. In this tab, enter any vital information related to the booth category that would be important for any potential booth-buyer to know about (e.g., the square footage, available amenities, size of display screen, etc.)."
msgid "To add a booth to an event, navigate to an existing event form, via :menuselection:`Events app --> Events`, and select the desired event from the :guilabel:`Events` dashboard. Or, click :guilabel:`New` to open a blank event form."
msgid "The :guilabel:`Booths` page is displayed in a Kanban view, by default, with two different stages: :guilabel:`Available` and :guilabel:`Unavailable`."
msgid "The :guilabel:`Booths` page of an event is also viewable in a :icon:`oi-view-list` :guilabel:`List` view, :icon:`fa-area-chart` :guilabel:`Graph` view, and :icon:`oi-view-pivot` :guilabel:`Pivot` view. All of which are accessible, via their icons, in the upper-right corner of the :guilabel:`Booths` page."
msgid "The booths present in the :guilabel:`Available` stage are still available for purchase. The booths present in the :guilabel:`Unavailable` stage have already been purchased, and are no longer available."
msgid "To modify any existing booth, click the desired booth from the :guilabel:`Booths` page, and make any necessary changes from the booth form. Or, create a new one, by clicking the :guilabel:`New` button in the upper-left corner of the :guilabel:`Booths` page to reveal a blank booth form."
msgid "A new :guilabel:`Booth Category` can be created from this field, by typing in the name of the new category, and clicking :guilabel:`Create and edit...` from the resulting drop-down menu. Doing so reveals a :guilabel:`Create Booth Category` pop-up window, with all the standard fields found on a common booth category form."
msgid "Clicking :guilabel:`Create` from the resulting drop-down menu that appears after typing in a new name creates the category, but does **not** reveal the :guilabel:`Create Booth Category` pop-up window. The category would have to be modified later, via the *Booth Categories* page (:menuselection:`Events app --> Configuration --> Booth Categories`)."
msgid "Upon selecting a :guilabel:`Booth Category`, two additional, non-modifiable fields appear: :guilabel:`Product` and :guilabel:`Price`. Both fields represent their respective selections for that specific booth category."
msgid "When a person purchases a booth rental through the event website, the subsequent renter-related fields on the form auto-populate, based on the information provided by the purchaser during the online transaction. The booth also automatically changes its status from :guilabel:`Available` to :guilabel:`Unavailable`."
msgid "However, if the rental of a booth is conducted in any other way (e.g., in person, via sales order, etc.), the :guilabel:`Renter`, :guilabel:`Renter Name`, :guilabel:`Renter Email`, :guilabel:`Renter Phone`, and :guilabel:`Renter Mobile` fields can be entered manually."
msgid "The status of the booth (:guilabel:`Available` or :guilabel:`Unavailable`) can also be changed manually, either by clicking the appropriate status from the status bar present on the booth form, or by dragging-and-dropping the desired booth into the appropriate stage, via the *Booths* page, while in Kanban view."
msgid "To access the *Get A Booth* page on the event website, open the :menuselection:`Events app`, and select the desired event from the :guilabel:`Events` dashboard. From the event form, click the :guilabel:`Go to Website` smart button to be taken to the Odoo-built event website."
msgid "If the event subheader menu (with the :guilabel:`Get A Booth` option) is *not* showing up on the event website, there are two ways to make it appear."
msgid "While on the event website, enter the edit mode by clicking the :guilabel:`Edit` button in the upper-right corner. Then, click into the :guilabel:`Customize` tab of the resulting sidebar of web design tools."
msgid "In the :guilabel:`Customize` tab, click the toggle switch for :guilabel:`Sub-Menu (Specific)`, and click :guilabel:`Save`. Doing so reveals the event subheader menu with various options."
msgid "On the event form, with *Debug mode* on, an array of subheader menu options appears. Tick the checkbox for :guilabel:`Website Submenu`, in order for the submenu to appear on the event website. Doing so also ticks every other submenu-related checkbox automatically."
msgid "At this point, choose which options to keep on the event subheader menu. In this case, make sure the :guilabel:`Booth Register` checkbox is ticked."
msgid "On the event website, click the :guilabel:`Get A Booth` event subheader menu option. Doing so reveals the :guilabel:`Get A Booth` page, showcasing all the configured event booths that were created."
msgid "From here, the visitor can select their desired booth option. Next, they would click the :guilabel:`Book my Booths` button, located at the bottom of the :guilabel:`Get A Booth` page."
msgid "Doing so reveals a :guilabel:`Sponsor Details` page, wherein they fill out either *Sponsor Details* or *Contact Details*, depending on how the booth was configured on the event form. The fields present on this form vary, depending on whether it is meant for a basic contact or an event sponsor."
msgid "Once the necessary information has been entered, the booth purchaser then clicks the :guilabel:`Book my Booths` button at the bottom of the page, and completes the typical checkout process."
msgid "Upon successful payment confirmation, that selected booth automatically moves to the *Unavailable* stage on the event-specific *Booths* page in the **Events** application (accessible via the *Booths* smart button on the event form)."
msgid "Also, the provided *Sponsor* information (if applicable), and *Sales Order* information, are accessible from the specific event form, via their respective smart buttons that appear at the top of the form."
msgid "Odoo Events provides event coordinators with an arsenal of planning, communications, and reporting tools to create immersive and engaging experiences for customers. Namely, staff can create and publish events on their website, sell tickets online, scan tickets with Odoo barcode, send out automated emails, and generate rich reporting data once the event accepts registrations."
msgid "To get started, click on the :guilabel:`Events` application on the home dashboard, which then leads to the kanban view populated with a variety of pipeline stages. Key information is listed on each event card, such as the date/time of the event, along with the number of expected (and confirmed) attendees."
msgid "To reorganize the stages, just drag-and-drop them until they are in the correct order. Stages can also be “folded” in the kanban for a cleaner presentation, via the :guilabel:`Settings` menu to the right of each stage's title, which is represented by a gear icon."
msgid "From the event form, fill out the necessary fields, either by choosing from existing data in the Odoo database or by creating and editing new field data. Key information to enter for the event includes:"
msgid ":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. `tradeshow`). Tags help better organize event cards in the kanban and are useful when using search filters during reporting periods."
msgid ":guilabel:`Autoconfirmation`: when enabled, this setting skips the confirmation request that gets sent by email to event registrants, and automatically confirms their registration."
msgid "Once the fields in the event form are set, move on to the :guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the :guilabel:`Questions` tab if registrations should require additional information."
msgid "Under the :guilabel:`Tickets` tab, add line items for each type of ticket the event plans to offer. Here, determine the ticket price, start/end dates for registrations, as well as the maximum number of tickets that can be sold."
msgid "Under the :guilabel:`Communication` tab, configure personalized email, SMS, or social post messages to keep in touch with event attendees. For each communication, click :guilabel:`Add a line` in the :guilabel:`Communication` tab form, and then choose (or create) a communications template using the drop-down menu under the :guilabel:`Template` column."
msgid "Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how often the communication should be sent; use these time fields to specify the frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months` communications should be sent. There is also the option to send communications `Immediately` after a specified :guilabel:`Trigger` is activated."
msgid "In the last column, determine the :guilabel:`Trigger` which controls how and when the communication is sent. For this action, choose between: :guilabel:`Before the event`, :guilabel:`After each registration`, or :guilabel:`After the event`."
msgid "Implementing a questionnaire during event sign up is an effective way to gauge the wants, needs, and interests of the event's attendees ahead of time. Questionnaires also act as informative analytics tools for reporting periods before (or after) events take place."
msgid "To create a questionnaire, from the :guilabel:`Events` application, navigate to :menuselection:`Configuration --> Settings` and then enable the :guilabel:`Questions` setting."
msgid "With the setting enabled, questions and answers can now be added (and recorded) under the the :guilabel:`Questions` tab back on the event form. For each question, specify if it should only be asked once with the :guilabel:`Ask once per order` checkbox, or if the question requires a :guilabel:`Mandatory Answer`, which will make the question required for registration."
msgid "There are two :guilabel:`Question Types` to choose from: :guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` type, allows attendees to select an answer from pre-configured options, which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text Input` type allows attendees to write in their own answer to the question in a text box."
msgid "Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, contact information, etc.) for event staff to reference. In the :guilabel:`Ticket instructions` field, helpful information for staff and attendees can be shared (like, directions to the venue, opening/closing times, etc.)"
msgid "Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These options provide various formatting options to ensure vital internal information is organized for event staff to review."
msgid "Adding a :guilabel:`Subject` line for the invite message is required, but the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text` is a catchy preview sentence meant to encourage recipients to open the email."
msgid "In most cases, the :guilabel:`Preview Text` is displayed next to the subject. Keep this field empty to ensure the first characters of the email content appear, instead."
msgid "In the middle of the invitation form, find and click the :guilabel:`Recipients` field, to reveal a drop-down menu of recipient options. These choices represent where Odoo will find the desired recipients' information."
msgid "Once an option from this menu is selected (e.g. :guilabel:`Applicant`, :guilabel:`Contact`, :guilabel:`Event Registration`, :guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all recipients who match that initial rule. Additional rules can be added to narrow down the target recipients, by clicking :guilabel:`Add Filter`."
msgid "Clicking :guilabel:`Add Filter` reveals three fields, formatted like an equation. To reveal the sub-menu options, click each field, and make the desired selections, until the preferred configuration has been acheived. The number of :guilabel:`Records` that match the rule(s) are indicated to the right of the :guilabel:`Recipients` field, in green."
msgid "To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and :guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line) of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, the :guilabel:`...` icon adds a branch to the node. A branch means two additional, indented sub-nodes are added to the rule, providing even more specificity to the line above it."
msgid "In the :guilabel:`Mail Body` tab, there are a number of pre-configured message templates to choose from. Select the desired template, and modify every element of its design details with Odoo's drag-and-drop web builder, located on the right sidebar."
msgid "To build an email event invite from scratch, select the :guilabel:`Plain Text` template, and Odoo will provide a blank email canvas, which can be customized either by using the frontend rich text editor that accepts slash (`/`) commands, or the XML code editor when :ref:`developer mode <developer-mode>` is engaged and the :guilabel:`</>` icon is pressed."
msgid "The :guilabel:`Mail Body` tab (and template options), are only available if the event invite :guilabel:`Mailing Type` is designated as an :guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a :guilabel:`SMS Content` tab (consisting of a blank text space), is available, instead."
msgid "If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`, an employee can be designated as the :guilabel:`Responsible`, meaning that person is the one responsible for this particular invite message. :guilabel:`Send From` and :guilabel:`Reply To` email aliases can be designated here, as well."
msgid "Also, if any specific documents are required (or helpful) for this event invite, they can be sent along with this email, by clicking :guilabel:`ATTACH A FILE`, and adding the appropriate document(s)."
msgid "If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a :guilabel:`Responsible` can be designated, and the option to :guilabel:`Include an opt-out link` is available."
msgid "If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, and :guilabel:`Test`."
msgid "The :guilabel:`Send` option sends the invite right away. The :guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time can be selected for the email to be sent. The :guilabel:`Test` option reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email addresses can be entered for Odoo to send them the current version of the mailing for review before officially sending it out to prospective event attendees."
msgid "If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test`."
msgid "The :guilabel:`Put in Queue` option schedules an SMS message to all recipients (that match the designated rules, if any) in the near future. Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. When confirmed, a blue banner appears on the event invite template form, indicating that the SMS will be sent later that day."
msgid "The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options all function the same way for both :guilabel:`Mailing Type` options."
msgid "Until an event is published, it will remain hidden from public view on the website and registering for it will not be possible. To publish an event, navigate to it either from the backend of Odoo through the :guilabel:`Events` application, or access the hidden event page through the frontend as either a priveliged user or administrator."
msgid "If navigating from the backend, go to the event form, and click the :guilabel:`Go to Website` smart button to reach the event page on the website (on the frontend). If starting from the frontend, simply navigate to the event page that needs to be published."
msgid "No matter the route, an event page can only be published from the frontend. In the upper right corner of the event page on the website, toggle the switch from the red :guilabel:`Unpublished` status to the green :guilabel:`Published` status. Doing so instantly makes the event page accessible to the public on the website."
msgid "Create custom ticket tiers (with various price points) for potential attendees to choose from, directly on the event template form, under the :guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by providing plenty of payment method options."
msgid "First, in order to enable the creation (and selling of) event tickets, go to :menuselection:`Configuration --> Settings`, then enable the :guilabel:`Tickets` and :guilabel:`Online Ticketing` features."
msgid "In the :guilabel:`Sales` application, choose a previously-created Event Registration (as if it were a product), and add it as a product line. Upon adding the registration, a pop-up appears, which allows for the selection of a specific event (and ticket tier). That specific event ticket is then attached to the sales order."
msgid "Events with tickets sold online or through sales orders have a :guilabel:`Sales Smart Button` shortcut, located at the top of the event template form (in the :guilabel:`Events` application)."
msgid "With tickets purchased through the website, the process is similar to creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` product. Here, tickets are added to a virtual cart, and the transaction can be completed as usual - utilizing any of the pre-configured payment methods options that have been set up on the website."
msgid ":guilabel:`Event Gamification` isn't necessary for tracks to appear on the event page on the website, but it can enhance the engagement and overall enjoyablity of the event for attendees."
msgid "Once those two features are enabled, the following links are automatically added to the sub-header menu, located on the event page on the website: :guilabel:`Talks`, :guilabel:`Talk Proposals`, and :guilabel:`Agenda`. Any attendee can freely access these menu items and their corresponding content."
msgid "When attendees fill out and submit a talk proposal form on the website, a new :guilabel:`Proposal` is instantly created in the back end for the event."
msgid "If a proposal is accepted, move the :guilabel:`Event Track` to the appropriate stage in the Kanban view (e.g. `Confirmed`, etc.). Then, go to that particular event's template form, and click the :guilabel:`Go to Website` smart button to reach that specific talk's page on the website."
msgid "In the upper right corner, toggle the switch from :guilabel:`Unpublished` to :guilabel:`Published`, and the talk is instantly accessible on the website."
msgid "Once attendees have registered for a specific event, they are added to the :guilabel:`Attendee List` for that event, which is accessible via the :guilabel:`Attendees` smart button on the event template form, or :menuselection:`Reporting --> Attendees` and sorted by event."
msgid "When an attendee arrives at the event, they will be marked as attending (:guilabel:`Confirmed Attendance`), and the status of that attendee will change to :guilabel:`Attended.`"
msgid "When analyzing an :guilabel:`Attendees list`, Odoo provides different ways to view the information. Each view option presents the same information, but in a slightly different layout. To change the view, click on the icons in the upper right hand of the screen."
msgid "The :guilabel:`Graph` view provides graphical representations of that event's attendees, along with numerous filters and customizable measures for deeper analysis."
msgid "From here, event badges can be sent manually, by selecting :guilabel:`Send By Email`. The :guilabel:`Attendee` can also be marked as :guilabel:`Attended`, or the registration can be canceled altogether via the :guilabel:`Cancel Registration` button."
msgid "To create and configure a :guilabel:`Lead Generation Rule` related to events, navigate to :menuselection:`Events app --> Configuration --> Lead Generation`."
msgid "On the :guilabel:`Lead Generation Rule` page, every configured :guilabel:`Lead Generation Rule` can be found, along with pertinent data related to those rules."
msgid "After naming the rule, configure *how* the lead should be created (either :guilabel:`Per Attendee` or :guilabel:`Per Order`), and *when* they should be created, (when :guilabel:`Attendees are created`, when :guilabel:`Attendees are confirmed`, or when :guilabel:`Attendees attended` the event)."
msgid "In the :guilabel:`For any of these Events` section, there are fields to attach this rule to any specific event categories, company, and/or event. To add even more specificity to the rule, a domain filter rule can be configured to ensure the rule only applies to a specific target audience of attendees (found in the :guilabel:`If the Attendees meet these Conditions` section)."
msgid "Lastly, in the :guilabel:`Lead Default Values` section, designate a :guilabel:`Lead Type`, then assign it to a specific :guilabel:`Sales Team` (and/or :guilabel:`Salesperson`), and attach tags to the rule, if necessary."
msgid "*Campaign metrics* are detailed statistics and analytics within a marketing campaign, measuring its success and effectiveness. Triggered marketing activities populate relevant activity blocks with real-time metrics, in the campaign detail form."
msgid "In the :guilabel:`Workflow` section of a campaign detail form in the *Marketing Automation* app, where the various campaign activities are located, a collection of useful data can be found on every individual activity block, like number of communications :guilabel:`Sent`, percentage of messages that have been :guilabel:`Clicked`, and more."
msgid "To the left of the activity block, the configured :doc:`trigger time <../getting_started/workflow_activities>` is displayed as a duration (either :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`) if it corresponds to period after the workflow begins."
msgid "If the trigger time is dependent on another activity or triggering action (e.g. :guilabel:`Mail: Replied`, etc.) the time is displayed, along with the necessary action for that activity to be activated (e.g. `Replied after 2 Hours`)."
msgid "In the activity block, an icon represents each activity type. An :guilabel:`✉️ (envelope)` icon means the activity is an email. Three tiny, interlocking :guilabel:`⚙️ (gear)` icons means the activity is an internal action. And, a small, basic :guilabel:`📱 (mobile)` icon means the activity is an SMS."
msgid "Beside the activity icon, at the top of the activity block, is the title of the activity. To the right of the activity title, there are :guilabel:`Edit` and :guilabel:`Delete` buttons."
msgid "Click :guilabel:`Edit` to open the :guilabel:`Open: Activities` pop-up form for that specific activity, in which that activity can be modified. Click the :guilabel:`Delete` button to completely delete that specific activity from the workflow."
msgid "In every activity block, the :guilabel:`Graph (pie chart icon)` tab is open by default, displaying related metrics as a simple line graph. The success metrics are represented in `green` and the rejected metrics are represented in `red`."
msgid "Beneath the graph in the activity block, for *Email* or *SMS* activity types, a line of accessible data figures provide a bird's eye view of the campaign activity, including: :guilabel:`Sent` (numerical), :guilabel:`Clicked` (percentage), :guilabel:`Replied` (percentage), and :guilabel:`Bounced` (percentage)."
msgid "Clicking any of those stats on the :guilabel:`DETAILS` line, beneath the line graph, reveals a separate page containing every specific record for that particular data point."
msgid "Next to the :guilabel:`Graph` tab on the activity block, there's the option to open a :guilabel:`Filter` tab (represented by a :guilabel:`filter/funnel` icon)."
msgid "Clicking the :guilabel:`Filter` tab on an activity block, reveals what the specific filters are for that particular campaign activity, and how many records in the database match that specific criteria."
msgid "Clicking the :guilabel:`records` link beneath the displayed filter reveals a separate pop-up window containing a list of all the records that match that specific campaign activity rule(s)."
msgid "Odoo tracks all URLs used in marketing campaigns. To access and analyze those URLs, navigate to :menuselection:`Marketing Automation app --> Reporting --> Link Tracker`. Doing so reveals a :guilabel:`Link Statistics` page, wherein all campaign-related URLs can be analyzed."
msgid "The default view on the :guilabel:`Link Statistics` page is the :guilabel:`Bar Chart` view, but there are different view options available in the upper-left corner. There is the option to view the statistics as a :guilabel:`Line Chart` or :guilabel:`Pie Chart`."
msgid "Beside that, there is also the option to view the statistics as :guilabel:`Stacked`, and the data can be put into :guilabel:`Descending` or :guilabel:`Ascending` order."
msgid "To the far-left of the view options, there is the :guilabel:`Measures` drop-down menu. When clicked, the options to view the :guilabel:`Number of Clicks` or total :guilabel:`Count` are available. And, to the right of the :guilabel:`Measures` drop-down menu, there's the ability to add any data to a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button."
msgid "Also, in the upper-right corner of the :guilabel:`Link Statistics` page, to the far-right of the search bar, there are additional view options to choose from: the default :guilabel:`Graph` view, the :guilabel:`Pivot` table view, and the :guilabel:`List` view."
msgid "Odoo tracks all activities used in every marketing campaign. The data related to these activities can be accessed and analyzed in the :guilabel:`Traces` page, which can be found by navigating to :menuselection:`Marketing Automation app --> Reporting --> Traces`."
msgid "The default view on the :guilabel:`Traces` page is the :guilabel:`Bar Chart` view, but there are different view options available in the upper-left corner. There is the option to view the statistics as a :guilabel:`Line Chart` or :guilabel:`Pie Chart`."
msgid "At the top of the graph, there's a color key, informing the user which activities have been :guilabel:`Processed`, :guilabel:`Scheduled`, and :guilabel:`Rejected`. There's also an outline indicator to inform users of the :guilabel:`Sum` of certain activities, as well."
msgid "Beside the various view option in the upper-left corner of the :guilabel:`Traces` page, there is also the option to view the statistics as :guilabel:`Stacked`, and the data can be put into :guilabel:`Descending` or :guilabel:`Ascending` order."
msgid "To the far-left of the view options, there is the :guilabel:`Measures` drop-down menu. When clicked, the options to view the :guilabel:`Document ID` or total :guilabel:`Count` are available. And, to the right of the :guilabel:`Measures` drop-down menu, there's the ability to add any data to a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button."
msgid "Odoo tracks all participants related to every marketing campaign. The data related to these participants can be accessed and analyzed in the :guilabel:`Participants` page, which can be found by navigating to :menuselection:`Marketing Automation app --> Reporting --> Participants`."
msgid "The default view on the :guilabel:`Participants` page is the :guilabel:`Pie Chart` view, but there are different view options available in the upper-left corner. There is the option to view the statistics as a :guilabel:`Line Chart` or :guilabel:`Bar Chart`."
msgid "To the far-left of the view options, there is the :guilabel:`Measures` drop-down menu. When clicked, the options to view the :guilabel:`Record ID` or total :guilabel:`Count` are available. And, to the right of the :guilabel:`Measures` drop-down menu, there's the ability to add any data to a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button."
msgid "The Odoo *Marketing Automation* app automates a variety of marketing tasks by combining specific rules and filters to generate timed actions. Instead of manually having to build each stage of a campaign (like a series of timed massmails), the *Marketing Automation* app allows marketers to build the entire campaign, and all of its stages, in one place---on one dashboard."
msgid "A target audience can be configured by entering specific criteria for Odoo to use when determining to whom this marketing automation campaign should be sent."
msgid "In the :guilabel:`Target` field, use the drop-down menu to choose which model the target audience filters should be based on (e.g. :guilabel:`Contact`, :guilabel:`Lead/Opportunity`, :guilabel:`Sales Order`, etc.)."
msgid "Select :guilabel:`Search More...` from the drop-down menu to reveal a :guilabel:`Search: Target` pop-up window containing all of the available targeting options."
msgid "Once a :guilabel:`Target` is selected, there's a :guilabel:`Unicity based on` field. This field is used to avoid duplicates based on the model chosen in the :guilabel:`Target` field."
msgid "If :guilabel:`Customers` is chosen as the :guilabel:`Target`, select :guilabel:`Email` in the :guilabel:`Unicity based on` field so Odoo only processes one record for each customer email address."
msgid "Last on the campaign form is the :guilabel:`Filter` field. This is where more specific targeting options can be layered into the campaign to further narrow the number and type of recipients that receive the marketing automation material."
msgid "If left alone, the :guilabel:`Filter` field reads: :guilabel:`Match all records`. That means Odoo uses the :guilabel:`Target` and :guilabel:`Unicity based on` fields to determine who the recipients will be. The number of recipients is represented beneath as :guilabel:`record(s)`."
msgid "To add a more specific filter to a marketing automation campaign, click the :guilabel:`Add condition` button in the :guilabel:`Filter` field. Doing so reveals a series of other configurable filter rule fields."
msgid "In the rule fields, customizable equations can be configured for Odoo to use when filtering who to include or exclude in this specific marketing campaign."
msgid "To choose either of those options, click :guilabel:`all` from the middle of the sentence \":guilabel:`Match records with all of the following rules`\" to reveal a drop-down menu with those options."
msgid "When the first field of the rule equation is clicked, a nested drop-down menu of options appears on the screen where specific criteria is chosen based on needs of the campaign."
msgid "The remaining fields on the rule equation further define the criteria, which is used to determine which records in the database to include or exclude in the execution of the campaign."
msgid "To add another rule, either click the :guilabel:`➕ (plus sign)` icon to the right of the filtering rule, or click :guilabel:`New Rule` beneath the rule equation fields. When either are clicked, a new series of rule fields appears."
msgid "To add a branch of multiple rules at the same time, click the :guilabel:`branch` icon, located to the right of the :guilabel:`➕ (plus sign)` icon. When clicked, two additional sub-rule equation fields appear beneath the initial rule."
msgid "Delivering marketing campaigns to the right audience is paramount when trying to grow a business. The Odoo *Marketing Automation* application helps marketers to do just that by providing detailed filtering tools, which can be as simple (or as complex) as necessary, to reach the right customers at the right time."
msgid "When configuring the target filters on a marketing campaign, there are some options that have an :guilabel:`> (arrow)` icon beside them. The :guilabel:`> (arrow)` icon signifies that the particular filter has more refined parameters within it that can be customized."
msgid "Filters can be extended by adding *branches* and *nodes*. A *node* adds another filtering parameter to a group of targeting conditions (e.g. a new line), and a *branch* creates a narrowly refined cluster of parameters, allowing filters to be grouped with :guilabel:`ANY` or :guilabel:`ALL` statements."
msgid "Or, the records can match :guilabel:`ANY` criteria for the upcoming rules (creating an OR statement where *only one* of the criteria must match)."
msgid "To add a node, click on the :guilabel:`➕ (plus sign)` icon, and to add another branch click on the :guilabel:`⋯ (ellipses)` icon. To exclude a node or a branch, click on :guilabel:`✖ (delete)` icon to delete it."
msgid "While in *Edit mode* on a campaign template form (by clicking the :guilabel:`Edit` button), select the :guilabel:`Target` field, and click :guilabel:`Search More` from the drop-down menu. Then, search for :guilabel:`Lead/Opportunity`, and select it."
msgid "Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Then, click on the default :guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a drop-down menu full of filter options. From this drop-down, scroll down (or search for) :guilabel:`Type`."
msgid "Next, change the third (and final) portion of the filter equation from :guilabel:`Lead` to :guilabel:`Opportunity`. The number of :guilabel:`Records` that fit this specific filter equation changes as the equation is customized."
msgid "With \"new\" opportunities being the target of this filter, the second node will focus on *only* locating opportunities that are in the :guilabel:`New` stage of the pipeline. To do that, select the default :guilabel:`ID` from the first portion of the second filter equation, and scroll down (or search for) :guilabel:`Stage` from the field drop-down menu."
msgid "Lastly, highlight the default value in the third (and final) portion of the second filter equation, and type in `New`. With that in place, Odoo only targets opportunities that are in the \"New\" stage of the pipeline."
msgid "While in *Edit mode* on a campaign template form (by clicking the :guilabel:`Edit` button), select the :guilabel:`Target` field, and click :guilabel:`Search More` from the drop-down menu. Then, scroll down (or search for) :guilabel:`Event`, and select it."
msgid "Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on the default :guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a drop-down menu full of filter options. From this drop-down, scroll down (or search for) :guilabel:`Event`."
msgid "Click the default :guilabel:`🟰 (equal sign)` icon in the second portion of the filter equation. This reveals a drop-down menu. From this drop-down menu, select :guilabel:`contains`."
msgid "In the third (and final) empty portion of the filter equation, type in the name of the event(s) that Odoo should consider for this campaign filter."
msgid "The second node will focus on targeting this campaign to attendees who purchase a specific type of ticket to the aforementioned event(s) mentioned in the first filter equation."
msgid "To do that, select the default :guilabel:`ID` from the first portion of the second filter equation, and scroll down (or search for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that same drop-down menu, select :guilabel:`Name`."
msgid "Lastly, in the third (and final) portion of the second filter equation, which is blank, type in the name of the ticket type that should be used for the filter. In this case, :guilabel:`Standard` is the name of the event ticket type for this sample filter."
msgid "The Odoo *Marketing Automation* app allows users to test marketing campaigns (and mailings) before officially running them to check for errors and correct any mistakes before it reaches its target audience."
msgid "To test a marketing campaign, open the :menuselection:`Marketing Automation app`, and select the desired campaign to test, which reveals the campaign's detail form."
msgid "On the campaign detail form, make sure the campaign already has activities configured in the workflow (or build a campaign by following the directions on :doc:`this documentation </applications/marketing/marketing_automation/getting_started/workflow_activities>`)."
msgid "Testing marketing automation campaigns is meant to be performed in the production version of the database. Duplicate (or trial) databases have limited email sending capabilities."
msgid "In the :guilabel:`Launch a test` pop-up window, click the :guilabel:`Pick or create a/an Contact to generate a Test Participant` field to reveal a drop-down menu of contacts. From this drop-down menu, select an existing contact (or create a new one) to run the test on."
msgid "To create a new contact directly from the :guilabel:`Launch a test` pop-up window, start typing the name of the new contact in the blank field, and click :guilabel:`Create and edit...`."
msgid "Doing so reveals a blank :guilabel:`Create Record` pop-up form, in which the necessary contact information (:guilabel:`Email`, :guilabel:`Mobile`, etc.) *must* be entered, in order for the test to work. When the necessary information is entered, click :guilabel:`Save & Close`."
msgid "On the campaign test page, the name of the :guilabel:`Record` being tested is visible, along with the precise time this test workflow was started in the :guilabel:`Workflow Started On` field. Beneath that, in the :guilabel:`Workflow` section is the first activity (or activities) in the workflow that's being tested."
msgid "To start a test, click the :guilabel:`Run` button, represented by a :guilabel:`▶️ (play button)` icon beside the first activity in the workflow. When clicked, the page reloads, and Odoo shows the various results (and analytics) connected to that specific activity as they occur, in real-time."
msgid "If a child activity is scheduled beneath a parent activity, that child activity will be revealed slightly indented in the workflow, once that parent activity has been run, via the :guilabel:`▶️ (play button)` icon."
msgid "Once all the workflow activities are completed, the test ends, and the status bar (in the upper-right corner) moves to the :guilabel:`Completed` stage."
msgid "To stop a test before all the workflow activities are completed, click the :guilabel:`Stop` button in the upper-left corner of the campaign test page."
msgid "On the campaign detail form, with all the desired activities ready in the :guilabel:`Workflow` section, click :guilabel:`Start` in the upper-left corner to officially run the campaign to the configured target audience specified on the campaign detail form."
msgid "Clicking :guilabel:`Start` launches the campaign, and the status bar of the campaign switches to :guilabel:`Running`, which is located in the upper-right corner of the campaign detail form."
msgid "If some participants are already running on a campaign, and was stopped for any reason, clicking the :guilabel:`Start` button again prompts a pop-up warning. This warning advises the user to click an :guilabel:`Update` button to apply any modifications made to the campaign."
msgid "Be aware that participants that had already gone through an entire campaign in its original state **can** be reintroduced into the newly-modified campaign, and new traces could be created for them."
msgid "Then, as the mailings and actions are triggered in the :guilabel:`Workflow`, the various stats and data related to each activity appear in each activity block. There is also a series of stat-related smart buttons that appear at the top of the campaign detail form, as well."
msgid "These analytical smart buttons will *also* populate with real-time data as the campaign progresses: :guilabel:`Templates`, :guilabel:`Clicks`, :guilabel:`Tests`, :guilabel:`Participants`."
msgid "To stop a campaign that's currently running, navigate to the :menuselection:`Marketing Automation app`, and select the desired campaign to stop. On the campaign detail form, click the :guilabel:`Stop` button in the upper-left corner."
msgid "When clicked, the campaign is officially stopped, and the status changes to :guilabel:`Stopped` in the upper-right corner of the campaign detail form."
msgid "When creating a marketing campaign in the *Marketing Automation* app, users can plan marketing activities that can be triggered when certain actions or inactions occur. These can be activities such as, automated emails, SMS, or internal server actions."
msgid "To add workflow activities to a marketing campaign, navigate to the bottom of a pre-existing or new campaign detail form, beneath the target audience configuration fields, and click :guilabel:`Add new activity`."
msgid "Doing so reveals a :guilabel:`Create Activities` pop-up window. This pop-up window is a blank activity template, where specific parameters can be set for that particular activity."
msgid "Once ready, either click: :guilabel:`Save & Close` to save the activity and close the pop-up form, :guilabel:`Save & New` to save the activity and instantly create an additional activity on a fresh :guilabel:`Create Activities` pop-up form, or :guilabel:`Discard` to delete the activity."
msgid "Then, select the :guilabel:`Activity Type`. Choose between :guilabel:`Email`, :guilabel:`Server Action` (an internal action within the database), or :guilabel:`SMS`."
msgid "If :guilabel:`Email` is the :guilabel:`Activity Type`, the option to choose a premade/pre-configured :guilabel:`Mail Template` becomes available. A mail template can also be created on-the-fly, as well."
msgid "To create a new template directly from the :guilabel:`Mail Template` field, start typing the title of the new template into the blank field beside :guilabel:`Mail Template`, and select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Marketing Template` pop-up window."
msgid "If :guilabel:`Server Action` is the :guilabel:`Activity Type`, the option to choose a specific :guilabel:`Server Action` (e.g. Message for sales person, Create Leads on Website clicks, etc.) becomes available."
msgid "The option to create a new server action directly from the :guilabel:`Server Action` is also available. To do that, type in the name of the new action, then click :guilabel:`Create and Edit...` from the drop-down menu."
msgid "Or, as an alternative, click the empty :guilabel:`Server Action` field to reveal a drop-down menu, and select :guilabel:`Search More...` to reveal a :guilabel:`Search: Server Action` pop-up window, containing all the pre-configured server action options to choose from."
msgid "If :guilabel:`SMS` is the :guilabel:`Activity Type`, the option to choose a premade/pre-configured :guilabel:`SMS Template` becomes available. A SMS template can also be created on-the-fly directly from this field."
msgid "To create a new template directly from the :guilabel:`SMS Template` field, start typing the title of the new template into the blank field beside :guilabel:`SMS Template`, and select :guilabel:`Create and edit...` from the drop-down menu."
msgid "Doing so reveals a :guilabel:`Create Marketing Template` pop-up window. In that pop-up window, proceed to create and configure the new SMS template."
msgid "The :guilabel:`Trigger` field on the :guilabel:`Create Activities` pop-up form allows users to choose when the designated workflow activity should be triggered."
msgid "Start by selecting a number in the top field. In the next :guilabel:`Trigger` field, designate if it should be :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, click the final field, where it reads :guilabel:`beginning of the workflow` be default to reveal a a drop-down menu of other trigger options."
msgid ":guilabel:`beginning of the workflow`: the activity will be triggered at the previously-configured time after the beginning of the entire workflow."
msgid ":guilabel:`another activity`: the activity will be triggered at the previously-configured time after another specific activity in the workflow."
msgid ":guilabel:`Mail:opened`: the activity will be triggered at the previously-configured time if the sent mail in the workflow has been opened by the recipient."
msgid ":guilabel:`Mail:not opened`: the activity will be triggered at the previously-configured time if the sent mail in the workflow has not been opened by the recipient."
msgid ":guilabel:`Mail: replied`: the activity will be triggered at the previously-configured time if the sent mail in the workflow has been replied to by the recipient."
msgid ":guilabel:`Mail: not replied`: the activity will be triggered at the previously-configured time if the sent mail in the workflow has not been replied to by the recipient."
msgid ":guilabel:`Mail: clicked`: the activity will be triggered at the previously-configured time if the sent mail in the workflow has been clicked by the recipient, after it's been opened."
msgid ":guilabel:`Mail: not clicked`: the activity will be triggered at the previously-configured time if the sent mail in the workflow has not been clicked by the recipient, after it's been opened."
msgid ":guilabel:`Mail: bounced`: the activity will be triggered at the previously-configured time if the sent mail in the workflow has been bounced back for any reason."
msgid ":guilabel:`SMS: clicked`: the activity will be triggered at the previously-configured time if the sent SMS in the workflow has been clicked by the recipient, after it's been opened."
msgid ":guilabel:`SMS: not clicked`: the activity will be triggered at the previously-configured time if the sent SMS in the workflow has not been clicked by the recipient, after it's been opened."
msgid ":guilabel:`SMS: bounced`: the activity will be triggered at the previously-configured time if the sent SMS in the workflow has been bounced back for any reason."
msgid "The :guilabel:`Expiry Duration` checkbox provides the option to configure the activity to stop the actions after a specific amount of time (after the scheduled date)."
msgid "When selected, a :guilabel:`Cancel after` field appears, in which the number of :guilabel:`Hours, Days, Weeks, or Months` can be configured for the actions to cease after the initial date."
msgid "Moving down into the :guilabel:`Domain` section of the :guilabel:`Create Activities` pop-up form, there is the :guilabel:`Activity Filter` and :guilabel:`Applied Filter` fields."
msgid "The :guilabel:`Activity Filter` field provides the option to configure a recipient filter domain that applies to this activity *and* its child activities. In works in the same fashion as a typical target audience filter."
msgid "To add an activity filter, click :guilabel:`Add condition` in the :guilabel:`Activity Filter` field and proceed to configure a custom activity filter equation rule(s)."
msgid "This option is not a required field. If left alone, the activity applies to all records related to the target audience of the overall campaign."
msgid "The :guilabel:`Applied Filter` field is non-configurable. It's simply a summary of when the activity will be performed, *only* if it satisfies the specified domain (e.g. the rules configured in the :guilabel:`Activity Filter` field)."
msgid "After the activity's settings are fully configured, click :guilabel:`Save & Close` to save the activity and return to the marketing automation campaign form, :guilabel:`Save & New` to save the activity and immediately create another one in a fresh :guilabel:`Create Activities` pop-up window, or :guilabel:`Discard` to delete the activity and return to the marketing automation campaign form."
msgid "Once an activity is created and saved, it appears as an activity card in the :guilabel:`Workflow` section, located at the bottom of the marketing automation campaign form. The analytics related to each activity is displayed as a line graph."
msgid "The configured :guilabel:`Trigger` time for that activity can be found to the left of the :guilabel:`Workflow Activity` card in the :guilabel:`Workflow` section."
msgid "Once the activity has been triggered, a figure representing the number of :guilabel:`Success` or :guilabel:`Rejected` activities will be displayed to the right of the graph."
msgid "If the :guilabel:`Activity Type` of the activity is set to :guilabel:`Email` or :guilabel:`SMS`, there are more in-depth analytics beneath the activity graph data, detailing how many messages have been :guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`."
msgid "There is also the option to add a *child activity* by clicking :guilabel:`Add child activity`, located at the bottom of each activity block in the :guilabel:`Workflow` section of a marketing campaign form."
msgid "Child activities are sub-activities that are connected to and triggered by the activity above it, which is known as its *parent activity*. A child activity is easy to recognize, as its slightly indented beneath its parent activity."
msgid "Odoo provides a number of triggering options to launch a child activity - all of which depend on the trigger configurations related to its parent activity. Under the desired parent activity, hover over :guilabel:`Add child activity`, to reveal a menu of child activity trigger options."
msgid "Creating or importing mailing lists in Odoo is very useful when curating content to specific groups of people that already share similar demographics or interests. Mailing lists are also a great way to get started if a company is migrating from another system, and already has a established audience."
msgid "Moreover, providing an audience with the option to 'unsubscribe' from mailings, helps businesses maintain good customer relations, by giving recipients the power to control what they are (and aren't) sent."
msgid "In the :guilabel:`SMS Marketing` app, there's an option on the header menu called :guilabel:`Mailing Lists`. When clicked, a sub-menu is revealed with options for :guilabel:`Mailing Lists` and :guilabel:`Mailing List Contacts`."
msgid "To create a new mailing list, click :guilabel:`Create` in the upper left corner of the :guilabel:`Mailing Lists` page. Doing so, will reveal a blank mailing list template form."
msgid "First, choose a name for the :guilabel:`Mailing List`, and activate the option :guilabel:`Is Public`, to make the mailing list accessible to recipients on the :guilabel:`Subscription Management page`. Doing so allows users to update their subscription preferences at any time."
msgid "When those fields are filled in, click :guilabel:`Create` to finalize the form. Then on the main :guilabel:`Mailing Lists` dashboard, the new mailing list that was just created will be accessible."
msgid "To edit or customize the mailing list further, select the mailing list from the main :guilabel:`Mailing Lists` page to reveal the mailing list detail form."
msgid "Along the top of the mailing list detail form, there are various analytical smart buttons displaying statistics for different metrics related to the mailing list (e.g. :guilabel:`Recipients`, :guilabel:`Mailings`, etc.)."
msgid "To review or edit any of those elements, click the desired smart button to reveal a separate page with in-depth data associated with the mailing list."
msgid "Access contacts information from one or more mailing lists navigate to :menuselection:`Mailing Lists --> Mailing List Contacts` to reveal a dashboard with with all the contacts associated with one or more of the configured mailing lists in the database."
msgid "By default, Odoo reveals the :guilabel:`Mailing List Contacts` page with the :guilabel:`Exclude Blacklisted Phone` filter in the search bar. Therefore only showing contact information for recipients who still want to receive communications and mailings."
msgid "An accessible record of every sent mailing(s) is kept on each recipient's *chatter* section, located beneath a recipient's contact form (in the *Contacts* application)."
msgid "Database users can reference the chatter to easily keep track of communications, and see a history of interactions with contacts and prospects."
msgid "For example, sales representatives can use the chatter to quickly find out which :abbr:`SMS (Short Message Service)` mailing promotions a certain customer has received (or not received)."
msgid "Odoo *SMS Marketing* has a :guilabel:`Blacklist` feature that provides recipients with the power to add their phone number to a list of people who no longer want to receieve communications or mailings."
msgid "This is also known as the unsubscribe process: customers will automatically be added onto a *blacklist*, if they click :guilabel:`Unsubscribe`, via their :guilabel:`Subscription Management` page. Customers can also be added manually to the blacklist, if necessary."
msgid "To see a complete collection of blacklisted numbers, navigate to the :menuselection:`SMS Marketing app --> Configuration --> Blacklisted Phone Numbers` to reveal a dashboard containing every blacklisted phone number in the database."
msgid "To manually add a number to a blacklist, click the :guilabel:`Create` button in the upper-left corner of the dashboard and enter the phone number on the next page's form. There's also a checkbox to indicate whether that particular phone numnber is :guilabel:`Active` (or not)."
msgid "Once the form is completed, click :guilabel:`Save` to add it to the :guilabel:`Blacklisted Phone Numbers` list. To remove any number from the blacklist, select the desired number on the dashboard, and then, on the phone number's form, click :guilabel:`Unblacklist`."
msgid "During a software/platform migration, it is possible to import an already existing blacklist of contacts. This would include customers, who have already asked to be blacklisted` on :abbr:`SMS (Short Message Service)` mailings."
msgid "To do that, navigate to :menuselection:`SMS Marketing app --> Configuration --> Blacklisted Phone Numbers`, and then select the :guilabel:`Favorites` drop-down menu (beneath the search bar), and click :guilabel:`Import records`."
msgid "Utilizing :abbr:`SMS (Short Message Service)` campaigns with Odoo *SMS Marketing* isn't just an effective advertisement strategy, it's also a great way to remind people about upcoming events, issued invoices, and so much more."
msgid "But, before :abbr:`SMS (Short Message Service)` campaigns can be created (and sent), a few specific settings and features must be enabled first."
msgid "To enable :abbr:`SMS (Short Message Service)` campaigns in Odoo, make sure the *Mailing Campaigns* feature is activated by going to :menuselection:`Email Marketing --> Configuration --> Settings`, and then enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes."
msgid "Once the setting is enabled, navigate back to the :menuselection:`SMS Marketing` app, and notice the :guilabel:`Campaigns` header menu is now available for use. Similarly, the :guilabel:`A/B Test` tab is now also available on every :abbr:`SMS (Short Message Service)` template form."
msgid ":guilabel:`A/B Tests` allows any :abbr:`SMS (Short Message Service)` mailings to be tested against other versions within the same campaign, in order to compare which version is the most successful in producing engagement and/or conversion outcomes."
msgid "On an :abbr:`SMS (Short Message Service)` template form, under the :guilabel:`A/B Tests` tab, initially, there's only a single checkbox labeled: :guilabel:`Allow A/B Testing.`"
msgid "Beneath the percentage field is the :guilabel:`Winner Selection` field. This is what Odoo will use to determine the successful result of an A/B Test. In other words, this tells Odoo how to pick a winning A/B test."
msgid "The following sections are available: :guilabel:`Manual`, :guilabel:`Highest Click Rate`, :guilabel:`Leads`, :guilabel:`Quotations`, or :guilabel:`Revenues`."
msgid "Finally, the :guilabel:`Send Final On` field is listed. This represents the date-time that Odoo uses as a deadline to determine the winning mailing variation. Then, Odoo sends that winning mailing variation to the remaining recipients, who weren't involved in the test, at that prior date and time."
msgid "To create, edit, or analyze any campaign, click :menuselection:`Campaigns` in the header menu of the :guilabel:`SMS Marketing` app. On the :guilabel:`Campaigns` page, each campaign displays various information related to the mailings associated with that campaign (e.g. number of emails, social posts, SMSs, and push notifications)."
msgid "Click :guilabel:`Create` to create a new campaign, and Odoo reveals a blank campaign template form to fill out. Alternatively, select any previously-made campaign in order to duplicate, review, or edit its campaign template form."
msgid "With each campaign, the options to :guilabel:`Send New Mailing`, :guilabel:`Send SMS`, :guilabel:`Send Social Post`, and :guilabel:`Push Notifications` are available above the template form."
msgid "Whenever one of those communication options is added to the campaign, Odoo will create a new corresponding tab on the template form, where those types of messages can be reviewed or edited, along with various data sets related to each specific mailing."
msgid "At the top of the template, there are various analytical smart buttons. When clicked, Odoo reveals in-depth metrics related to that specific topic (e.g. :guilabel:`Engagement`, :guilabel:`Opportunities`, etc.) on a separate page."
msgid "Beneath the smart buttons, are fields for :guilabel:`Campaign Name` and :guilabel:`Responsible`. Odoo also allows for various :guilabel:`Tags` to be added, as well (if necessary)."
msgid "In order to send an :abbr:`SMS (Short Message Service)` in this fashion, navigate to the :menuselection:`Contacts` app, select the desired contact in the database, and click on the :guilabel:`SMS` icon on the contact form (next to the :guilabel:`Phone Number` field)."
msgid "To send a message to multiple contacts at once, navigate to the main :menuselection:`Contacts` app main dashboard, choose the :guilabel:`List View`, and select all the desired contacts to whom the message should be sent. Then, under :guilabel:`Action`, select :guilabel:`Send SMS`."
msgid "In order to set up :guilabel:`SMS Templates` for future use, activate :ref:`developer mode <developer-mode>`, by navigating to the main Odoo dashboard that is full of apps, and select the :menuselection:`Settings app`. Then, scroll down to the :guilabel:`Developer Tools` section, and click :guilabel:`Activate the Developer Mode`."
msgid "Once *developer mode* is activated, the main Odoo dashboard appears once more, with a now-visible bug icon, which is located at the top-right corner of the dashboard; this bug icon indicates that developer mode is currently active."
msgid "Next return to the :menuselection:`Settings app` and, in the now-visible header menus at the top, choose :menuselection:`Technical --> SMS Templates` to begin setting up :abbr:`SMS (Short Message Service)` templates for future marketing campaigns."
msgid "Inside of the :guilabel:`SMS Templates` dashboard, Odoo reveals an entire page of :abbr:`SMS (Short Message Service)` templates. The default :guilabel:`List` view showcases each template's name, and to which recipients it applies."
msgid "Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help companies expand their market reach, especially in some countries, where emails might not be very common, or even used at all."
msgid "Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions, such as event registrations, free trials, purchases, etc., since text and mobile-based marketing channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through rate)` outcomes."
msgid "When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which showcases the various SMS mailings that have been created, along with pertinent information and data related to that specific message."
msgid "The :guilabel:`Kanban` view is the default Odoo uses when the application is opened, which provides an organized display of the SMS mailings that have been created, and what their current status is at the moment."
msgid "An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`."
msgid "In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different view options to choose from. Each one provides a unique take on the same SMS information."
msgid "The :guilabel:`Calendar` view provides a simple calendar, making it easy to see when SMS mailings are going to be sent (or have been sent). If a future date is clicked, Odoo reveals a blank SMS template that, when completed, will be scheduled to be sent on that specific future date."
msgid "Lastly, the :guilabel:`Graph` view visualizes that same SMS-related data in series of graphs and charts. Odoo also provides various ways to sort and group the data for more detailed analysis."
msgid "To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals a blank SMS template form, which can be configured in a number of different ways."
msgid "Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)` will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired :guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS (Short Message Service)` to in the :guilabel:`Select Mailing List` field."
msgid "To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There, Odoo displays all previously created mailing lists, along with various types of data related to that specific list (e.g. number of contacts, mailings, recipients, etc.)."
msgid "When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that chosen field even further becomes available — either with a default recipient filter equation that appears automatically (which can be customized to fit any business need), or, if no default recipient filter equation is present, an :guilabel:`Add Filter` button will appear."
msgid "Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can be configured similar to an equation. You can create multiple recipient rules, if necessary."
msgid "Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into whatever criteria is configured in those fields. Multiple rules can be added."
msgid "If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors, customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more specific recipient rules are entered."
msgid "For instance, the message below will only be sent to contacts in the database that are located in the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`)."
msgid "Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the :guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message Service)` mailings it will take to deliver the complete message."
msgid "Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app; :abbr:`SMS (Short Message Service)` messages will not be sent without credits."
msgid "When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates link trackers to gather analytical data and metrics related to those specific links, which can be found by going to :menuselection:`Configuration --> Link Tracker`."
msgid "Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus avoiding all future mailings."
msgid ":guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list is highly refined, or in cases that involve fast approaching deadlines, such as a \"flash sale.\""
msgid ":guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the best option for mailings related to a specific event. Such a method can also be used to promote a limited-time offer, or to help plan a company's content strategy in advance."
msgid ":guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are used as recipients."
msgid "On the :guilabel:`Reporting` page (accessible via the :menuselection:`Reporting` option in the header menu), there are options to apply different combinations of :guilabel:`Filters` and :guilabel:`Measures` to view metrics in a number of different layouts (e.g. :guilabel:`Graph`, :guilabel:`List`, and :guilabel:`Cohort` views.)"
msgid "For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short Message Service)` data is visualized as different graphs and charts, which can be sorted and grouped in various ways (e.g. :guilabel:`Measures` drop down menu)."
msgid "Adding the *Studio* application upgrades the subscription status to *Custom*, which increases the cost. Consult `support <https://www.odoo.com/contactus>`_, or reach out to the database's customer success manager, with any questions on upgrading."
msgid "To use automated actions, navigate in :ref:`developer mode <developer-mode>`, to :menuselection:`Settings app --> Technical menu --> Automation section --> Automated Actions`. Then, click :guilabel:`New` to create a new action."
msgid "Set the :guilabel:`Trigger` to either :guilabel:`On Creation`, :guilabel:`On Update`, :guilabel:`On Creation & Update`, :guilabel:`On Deletion`, :guilabel:`Based on Form Modification`, or :guilabel:`Based on Timed Condition`."
msgid "Under the :guilabel:`Apply on` field, a record filter using a domain can be created. Ensure a model has been selected before setting any domains on the :guilabel:`Apply on` field. Click :guilabel:`Edit Domain` to set record parameters."
msgid "Under :guilabel:`Action To Do` drop-down field, select :guilabel:`Send SMS Text Message`. Next, set the :guilabel:`SMS Template`, and choose whether the SMS message should be logged as a note, by ticking the checkbox next to :guilabel:`Log as Note`."
msgid "For GSM7 SMS the size limit is 160 characters, and for Unicode is 70. *Above these limits, the content is divided into a multi-part message* and the limit of characters is lowered to 153 for GSM7 and to 67 for Unicode. Then, in real-time, the system displays the number of SMS mailings the message represents."
msgid "The price of an SMS depends on the destination and the length (number of characters) of the message. To see the **price per country, please consult**: `Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing#sms_faq_01>`_."
msgid "Multiple SMS communications at once at are counted as a single transaction, so no SMSs will be sent until there are enough credits to send them all."
msgid "A history of sent SMSs, along with all pertinent information related to its sent contacts (and the message itself), can be found in the :guilabel:`Sent` column of the main :guilabel:`SMS Marketing` dashboard (while in :guilabel:`Kanban` view)."
msgid "For more detailed information, select a desired SMS from the main dashboard (in :guilabel:`Kanban` view), and click on either link in the blue banner above the SMS detail form to learn more."
msgid "No, not if the phone number is incorrectly formatted (e.g. too many digits). However, if the SMS is sent to the wrong person (or to a fake number), the credit for that SMS will be lost."
msgid "Yes, but it is not possible out-of-the-box. Odoo experts can help customize a database to allow for the use of a personal SMS provider. Please check our success packs `here <https://www.odoo.com/pricing-packs>`_."
msgid "Social marketing campaigns help companies connect directly with the marketplace. These campaigns are helpful when introducing a new product to customers, explaining the value of a product or service, or when advertising an upcoming event or product release."
msgid "The most effective social marketing campaigns typically involve multiple channels to maximize content distribution, and Odoo's *Social Marketing* application acts as a singular control center to monitor, plan, post, track, and analyze all of the various content and content channels within a single dashboard."
msgid "To access a complete overview of all social marketing campaigns, open the :menuselection:`Social Marketing` application, and click :menuselection:`Campaigns` from the header menu. Doing so reveals a separate page with every campaign in a default kanban view."
msgid "Each *stage* in the kanban view can be edited, by clicking the :guilabel:`gear icon` to the left of the :guilabel:`+ (plus sign)` - located to the right of the stage title."
msgid "The **gear icon** *only* appears when the cursor hovers to the left of the **+ (plus sign)**. When the gear icon is clicked, a drop-down menu reveals the options: :guilabel:`Fold`, :guilabel:`Edit Stage`, and :guilabel:`Delete`."
msgid "Clicking :guilabel:`Fold` minimizes that specific stage's column. The stage column can be restored by clicking the folded version of it on the main :guilabel:`Campaigns` dashboard in the default kanban view."
msgid "Selecting :guilabel:`Edit Stage` reveals a pop-up window, in which the name and the sequence of the stage can be modified. If changes are made, be sure to click :guilabel:`Save`."
msgid "To add a new stage to the pipeline, side-scroll to the right on the :guilabel:`Campaigns` dashboard, click :guilabel:`Add a Column`, enter in the desired information, and click :guilabel:`Add`."
msgid "The same social marketing campaign information on the :guilabel:`Campaigns` dashboard can also be viewed as a list, by selecting the :guilabel:`List` option, located under the search bar, in the upper-right corner."
msgid "On the :guilabel:`Campaigns` dashboard, a new campaign can be created by clicking the quick add :guilabel:`+ (plus sign)` located in the top-right corner of each stage in the pipeline, visible in the kanban view. Campaigns can also be created by clicking :guilabel:`Create` in the upper-left corner of the :guilabel:`Campaigns` dashboard."
msgid "Here, the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can be entered. When all modifications are complete, click :guilabel:`Add` to add the campaign to the database."
msgid "In order to edit a campaign in greater detail, and create/send various forms of communications related to it, the template page for that campaign must be accessed and modified, accordingly. There are multiple ways to access a template page for a campaign."
msgid "On the :guilabel:`Campaigns` dashboard in the kanban view, select the :guilabel:`⋮ (three dots)` drop-down menu on the desired campaign, and select :guilabel:`Edit`."
msgid "On a *Campaign Template* page, numerous elements can be customized/modified, and various forms of communications can be created, modified, and sent or scheduled. Below is a sample of a completed campaign template."
msgid "In order for the :guilabel:`Send New Mailing` option to appear on campaign templates, make sure the *Mailing Campaigns* feature is enabled in the *Email Marketing* app. To do that, navigate to :menuselection:`Email Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing Campaigns`, and click :guilabel:`Save`."
msgid "If the proper settings and applications are installed (as instructed above), there are four forms of communication/content options that can be added to campaigns. Each of these options are displayed as buttons in the upper-left corner of the campaign template page."
msgid ":guilabel:`Send New Mailing`: reveals a blank email template on a separate page, in which the message can be fully customized in a variety of ways."
msgid ":guilabel:`Send Social Post`: reveals a blank social post template on a separate page, in which a post can be created, and applied to social media accounts that are already connected to the database."
msgid ":guilabel:`Push Notification`: reveals a similar blank social post template on a separate page, however, the :guilabel:`Push Notification` options are already pre-selected in the :guilabel:`Post on` field."
msgid "Whichever form of communication is created, once it's completed, Odoo returns to the :guilabel:`Campaign Template` page, showcasing that new content in its corresponding tab (e.g. :guilabel:`Mailings`, :guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push Notifications`)."
msgid "As content and communications are added to a campaign, tabs for those specific mediums appear, along with a variety of analytical smart buttons (e.g. :guilabel:`Revenues`, :guilabel:`Quotations`, :guilabel:`Leads`, etc.)."
msgid "These smart buttons, located at the top of the template, display different metrics related to the campaign, and its various communications and content. Clicking any smart button reveals a separate page dedicated to that particular element of the campaign, allowing for quicker, more organized analysis."
msgid "Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage various social media accounts, analyze content effectiveness, and engage directly with social media followers in one, centralized location."
msgid "In order to create social posts and analyze content with Odoo *Social Marketing*, social media accounts **must** be added as a *stream* on the application's main dashboard."
msgid "Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social Marketing* is to manage and analyze business accounts on social media platforms."
msgid "Odoo *Social Marketing* has some limitations in regards to social media accounts. For example, Odoo **cannot** handle a large quantity of various pages (e.g. ~40 pages) under the same company. The same limitations are present in a multi-company environment because of how the API is constructed."
msgid "For example, if Company 1 is the only company selected from the main Odoo dashboard, and activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the *Social Marketing* dashboard."
msgid "However, if on that same database, the user adds Company 2 from the company drop-down menu in the header, and attempts to add those same streams, it results in a permission error."
msgid "To add a social media business account as a stream, navigate to :menuselection:`Social Marketing app` and select the :guilabel:`Add A Stream` button located in the upper-left corner. Doing so reveals an :guilabel:`Add a Stream` pop-up window."
msgid "In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a new account` for a business from any of the following popular social media platforms: :guilabel:`Facebook`, :guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`."
msgid "After clicking the desired social media outlet from the :guilabel:`Add a Stream` pop-up window, Odoo navigates directly to that specific social media outlet's authorization page, where permission must be granted, in order for Odoo to add that particular social media account as a stream to the *Social Marketing* application."
msgid "Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main :guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added. Accounts/streams can be added at any time."
msgid "A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants permission is the administrator for the page. It should also be noted that different pages can be added for different streams."
msgid ":guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the same API. This means, an :guilabel:`Instagram` account needs to be linked to a :guilabel:`Facebook` account in order for it to show up as a stream in Odoo."
msgid "Clicking on a post from a social media stream reveals a pop-up window, showcasing the content of that specific post, along with all the engagement data related to it (e.g. likes, comments, etc.)."
msgid "If desired, the user can leave a new comment of the post from the post's pop-up window, by typing one in the :guilabel:`Write a comment...` field, and clicking :guilabel:`Enter` to post that comment."
msgid "To create a lead from a comment left on a social media post, click on the desired post from the dashboard to reveal that post's specific pop-up window. Then, scroll to the desired comment, and click the :guilabel:`three vertical dots` icon to the right of that comment."
msgid "In this pop-up window, select to either: :guilabel:`Create a new customer`, :guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a customer`."
msgid "If :guilabel:`Link to an existing customer` is selected, a new :guilabel:`Customer` field appears beneath those options, wherein a customer can be chosen to be linked to this lead."
msgid "Once the desired selection has been made, click the :guilabel:`Convert` button at the bottom of the :guilabel:`Convert Post to Lead` pop-up window. Doing so reveals a fresh lead detail form, where the necessary information can be entered and processed."
msgid "When a social media account stream is added to the *Social Marketing* dashboard, each stream also displays and links that specific social media platform's KPIs (if the platform has them)."
msgid "To get redirected to the statistics and metrics related to any social media account's KPIs, click on the :guilabel:`Insights` link, located at the top of each stream."
msgid "For example, if the companies have 3 *Facebook* pages, but only grant access to 1, and try to grant access to another at a later date, they will be de-authenticated, and access to the initial page's insights/analytics will be lost."
msgid "So, be sure to add *all* pages for *all* companies in a multi-company environment to avoid this issue. If a page gets de-autenticated, simply remove the stream, and re-establish it."
msgid "To create content for social media accounts, navigated to the :menuselection:`Social Marketing app`, and click :guilabel:`New Post` located in the upper-right corner of the *Social Marketing* dashboard."
msgid "If working in a multi-company environment, the first field in the :guilabel:`Your Post` section of the social media post detail form is :guilabel:`Company`. In this field, select the company that should be connected to this specific social media post."
msgid "If working in a single-company environment, the first field in the :guilabel:`Your Post` section of the social media post detail form is :guilabel:`Post on`. In this field, determine which social media outlets (streams) this post is intended to be posted on, and/or which website's visitors this post should be sent to, via push notification, by checking the box beside the desired option(s)."
msgid "Odoo automatically provides every available social media account that's been linked to the database as an option in this section. If a social media account hasn't been added as a stream to the *Social Marketing* application, it will **not** appear as an option on the post template."
msgid "Multiple social media outlets (streams) and websites can be selected in the :guilabel:`Post on` field. At least **one** option in the :guilabel:`Post on` field *must* be selected."
msgid "In order for the :guilabel:`Push Notification` option to appear on the social media post detail form in Odoo *Social Marketing*, make sure the *Enable Web Push Notifications* feature is enabled in the *Website* app."
msgid "To do that, navigate to :menuselection:`Website app --> Configuration --> Settings`, activate :guilabel:`Enable Web Push Notifications`, fill out the corresponding fields, and click :guilabel:`Save`."
msgid "In the :guilabel:`Message` field, type in the desired message for the social post. After typing, click away from the :guilabel:`Message` field to reveal visual samples of how the post will look on all the previously selected social media accounts (and/or websites, as push notifications)."
msgid "Emojis can also be added directly to the text in the :guilabel:`Message` field. Just click the :guilabel:`🙂 (smiley face)` icon, located on the line of the :guilabel:`Message` field to the far right. Clicking this icon reveals a drop-down menu containing numerous emojis to choose from."
msgid "If images are to be used in the post, click the :guilabel:`Attach Images` button, in the :guilabel:`Attach Images` field, located beneath the :guilabel:`Message` field. When clicked, Odoo reveals a pop-up window. In this pop-up window, select the desired image from the hard drive, and upload it."
msgid "After successfully uploading and attaching the desired image, Odoo reveals a new preview of the social media post, complete with the newly-added image, on the right side of the detail form."
msgid "Next, there is the :guilabel:`Campaign` field. This non-required field provides the options to attach this post to a specific marketing campaign."
msgid "To add this post to a pre-existing campaign, click the empty :guilabel:`Campaign` field to reveal a drop-down menu, containing all the existing campaigns in the database. Select the desired campaign from this drop-down menu to add this post to that campaign."
msgid "To create a new campaign directly from the social media post detail form, start typing the name of the new campaign in the blank :guilabel:`Campaign` field, and select either :guilabel:`Create` or :guilabel:`Create and edit...`."
msgid "Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a :guilabel:`Create Campaign` pop-up form, wherein the :guilabel:`Campaign Identifier`, :guilabel:`Responsible`, and :guilabel:`Tags` can be instantly configured."
msgid "When all the desired settings have been entered, click :guilabel:`Save & Close` to save the campaign and return to the social media post detail form."
msgid "Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to have Odoo publish the post immediately, or :guilabel:`Schedule later` to have Odoo publish the post at a later date and time."
msgid "If :guilabel:`Schedule later` is selected, a new :guilabel:`Scheduled Date` field appears. Clicking the empty field reveals a pop-up calendar, in which a future date and time can be designated."
msgid "After selecting a desired date and time, click :guilabel:`Apply`. Then, Odoo will promptly publish the post at that specific date and time on the pre-detemined social media account(s)."
msgid "If scheduling a post, the :guilabel:`Post` button at the top of the social media post detail form changes to :guilabel:`Schedule`. Be sure to click :guilabel:`Schedule` after completing the social media post detail form."
msgid "If one (or multiple) :guilabel:`[Push Notification]` options are chosen in the :guilabel:`Post on` field, a specific :guilabel:`Push Notification Options` section appears at the bottom of the social media post detail form."
msgid "The first field in this section is :guilabel:`Notification Title`. In this field, there is the option to add a custom title to the push notification that will be sent."
msgid "To designate a specific page on the website that should trigger this push notification, enter that page's URL in the :guilabel:`Target URL` field. Then, once a visitor reaches that specific page, Odoo will display the push notification."
msgid "Below that field is the option to add a custom :guilabel:`Icon Image` to the push notification. This is an icon that appears beside the push notification."
msgid "To upload a new image, click the :guilabel:`✏️ (pencil) icon` when hovering over the :guilabel:`Icon Image` camera icon. Doing so reveals a pop-up window, in which the desired icon image can be located on the hard drive, and subsequently uploaded."
msgid "Next, if the post is scheduled to be posted later, there is the option to ensure the post is sent in the visitor's timezone, by enabling the :guilabel:`Local Time` option. If enabled, Odoo will send it at the appropriate, pre-determined time, taking the visitor's location into consideration."
msgid "Then, there is the :guilabel:`Match all records` field. This field provides the ability to target a specific group of recipients in the database, based on certain criteria, and can be applied to match :guilabel:`all` or :guilabel:`any` of the rules."
msgid "In this equation-like rule field, specifiy the specific criteria Odoo should take into account when sending this post to a particular target audience."
msgid "To add a branch (series of additional rules based on the previous rule, to further specify a target audience), click the unique :guilabel:`branch icon`, located to the right of the :guilabel:`➕ (plus sign) icon`."
msgid "To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing app --> Posts`. Here, on the :guilabel:`Social Posts` page, every post that has been created and posted with Odoo can be seen and accessed."
msgid "By default, Odoo displays the posts in a kanban view. The information on this page can be sorted even further, via the left sidebar, where all connected social accounts and posts can be quickly seen, accessed, and analyzed."
msgid "The calendar view option displays a visual representation of posts in a calendar format of when posts were published, or are scheduled to be published. This option provides a clear overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and published posts."
msgid "Clicking on a date reveals a blank social media post detail form, in which a social media post can be created, and Odoo will post it on that specific date/time."
msgid "The list view option is similar to the kanban option, but instead of individual blocks, all post information is displayed in a clear, list layout. Each line of the list displays the :guilabel:`Social Accounts`, :guilabel:`Message`, and :guilabel:`Status` of every post."
msgid "There is also a helpful left sidebar that organizes all posts by :guilabel:`Status` and lists all connected :guilabel:`Social Accounts`, as well."
msgid "While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is available, located to the right of the :guilabel:`Measures` drop-down menu, in the upper-left corner of the :guilabel:`Social Posts` page."
msgid "To see a complete overview of all the people who have visited the website(s) connected to the database, navigate to :menuselection:`Social Marketing app --> Visitors`."
msgid "Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban view. If visitors already have contact information in the database, the option to send them an :guilabel:`Email` and/or an :guilabel:`SMS` is available."
msgid "This same visitor data can also be viewed as a list or a graph. Those view options are located in the upper-right corner of the :guilabel:`Visitors` page."
msgid "Another way to quickly link social media accounts to Odoo *Social Marketing* can be done on the :guilabel:`Social Media` page. To access the :guilabel:`Social Media` page, navigate to :menuselection:`Social Marketing app --> Configuration --> Social Media`."
msgid "On the :guilabel:`Social Media` page there is a collection of all social media options, each complete with a :guilabel:`Link account` button: :guilabel:`Facebook`, :guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push Notifications`."
msgid "To see a list of all social accounts and websites linked to the database, go to :menuselection:`Social Marketing app --> Configuration --> Social Accounts`. This :guilabel:`Social Accounts` display the :guilabel:`Name`, the :guilabel:`Handle/Short Name`, the :guilabel:`Social Media` platform, who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it is associated."
msgid "To edit/modify any of the social accounts on this page, simply select the desired account from the list on this page, and proceed to make any adjustments necessary."
msgid "To view a separate page with all the social media streams that have been added to the main *Social Marketing* dashboard, navigate to :menuselection:`Social Marketing app --> Configuration --> Social Streams`."
msgid "Here, the social stream information is organized in a list with the :guilabel:`Social Media`, the :guilabel:`Title` of the stream, the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, :guilabel:`Keyword`, etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it is associated."
msgid "Companies often use surveys to collect valuable information from their customers and employees, which in turn, allows them to make more informed business decisions."
msgid "In Odoo, surveys are used to collect customer feedback, evaluate the success of a recent event, measure the satisfaction of customers (or employees), and gain more insight into shifting market sentiments."
msgid "On the survey form, add a :guilabel:`Survey Title` and then add a cover image to the survey by hovering over the photo icon and clicking on the :guilabel:`Edit (pencil)` icon. When the file explorer window opens, choose an image from the local files."
msgid "Below the :guilabel:`Survey Title` are various tabs in which the survey questions and format can be created and customized. These tabs are labeled as follows:"
msgid "Add questions and sections to the survey in the :guilabel:`Questions` tab. A section divides the survey into parts in order to visually group similar questions together. To make a section, click :guilabel:`Add a section` and type in a section name. Then, add questions or drag and drop questions into the divided sections."
msgid "In the :guilabel:`Create Sections and Questions` pop-up, type the question in the :guilabel:`Question` field. Then, choose the :guilabel:`Question Type`. A preview of how the question type looks is shown in the preview window."
msgid "Different features appear in the :guilabel:`Answers` and :guilabel:`Options` tabs, depending on the :guilabel:`Question Type` chosen. However, the :guilabel:`Description` tab always remains the same, regardless of what question is chosen."
msgid "Once a :guilabel:`Question Type` has been selected, there are three possible tabs where information can be customized for the question. These include the :guilabel:`Answers` (if applicable), :guilabel:`Description`, and :guilabel:`Options` tabs."
msgid ":guilabel:`Conditional Display` means the question is only displayed if the specified conditional answer has been selected in a previous question."
msgid "When the box next to :guilabel:`Conditional Display` is selected, the :guilabel:`Triggering Question` field appears. Select a question from the survey."
msgid "If either the :guilabel:`One page per section` or :guilabel:`One page per question` options are chosen, then the :guilabel:`Back Button` option appears. If selected, the :guilabel:`Back Button` option allows the participant to go back to a question during the survey."
msgid "Under the :guilabel:`Layout` options is the :guilabel:`Progression Mode` setting, which indicates how the participant's progress during the survey is displayed. It is shown as either a :guilabel:`Percentage` or a :guilabel:`Number`."
msgid "Next, there is an option available to add a :guilabel:`Survey Time Limit`. To implement this option, simply check the box, and enter the amount of time (in minutes) participants have to complete the survey."
msgid "After the :guilabel:`Survey Time Limit` option is a section labeled :guilabel:`Selection`. Here, questions can be :guilabel:`Randomized per section`, in other words, the number of random questions can be configured by section. This mode is ignored in a live session."
msgid "If either the :guilabel:`Scoring with answers at the end` or :guilabel:`Scoring without answers at the end` options are selected, a :guilabel:`Success %` field appears. Set the percentage of correct answers needed to pass the survey."
msgid "Next, there is the option to make the survey a certification. To do so, check the box next to the option labeled :guilabel:`Is a Certification`, and two additional fields appear. Select a color theme in the :guilabel:`Certification Template` field and then choose an :guilabel:`Email Template`. When a participant passes the certification with the required score, an email from Odoo will automatically be sent to that person using the selected email template."
msgid "If the :guilabel:`Give Badge` feature is enabled and the :guilabel:`Certification Badge` is set, the survey participant also receives a badge upon passing the certification."
msgid "To determine access to the survey, the :guilabel:`Access Mode` has two options to choose between: :guilabel:`Anyone with the link` and :guilabel:`Invited people only`."
msgid "Below the :guilabel:`Appraisal Managers Only` checkbox is the :guilabel:`Login Required` option to require a login to participate in the survey. If this option is activated, an :guilabel:`Attempts Limit` field also populates, in which the number of survey attempts is defined for the participant."
msgid "The :guilabel:`Live Session` section is dedicated to users who are conducting surveys in real-time, wherein they directly engage with and collect answers from a live audience."
msgid "Customize the :guilabel:`Session Code` here; this code is needed for participants to access the live session survey. Reward participants for quick answers by selecting the checkbox labeled :guilabel:`Reward quick answers`. By checking it, attendees will get more points if they answer quickly."
msgid "Back on the main survey template page is the :guilabel:`Description` tab, where a custom description of the survey can be added. This is displayed beneath the title on the survey's homepage, which is on the front end of the website made through the Odoo :guilabel:`Website` app."
msgid "Once the survey is created and saved, run a test to check for possible errors before finally sending it out to the participants by clicking :guilabel:`Test` in the upper left corner of the survey template page."
msgid "When activated, Odoo redirects the page to a test version of the survey on the front end of the website. This page displays how the survey will look to participants. Proceed to run through the survey, like a normal participant, to check for errors."
msgid "To return to the survey template form in the backend, simply click the :guilabel:`This is a test survey. Edit Survey` link in the blue banner along the top of the page. Once Odoo redirects the page to the survey template in the backend, make any further changes, as needed, before officially sending the survey out to participants."
msgid "When the survey is ready to be shared with the audience, click the :guilabel:`Start Survey` button in the upper-left corner of the survey template form. Then, click :guilabel:`Share`."
msgid "In the pop-up window, add the survey recipients in the :guilabel:`Recipients` field (for existing contacts in the Odoo database) or the :guilabel:`Additional emails` field (for contacts that do not want to be listed in the Odoo database). Finally, click :guilabel:`Send`."
msgid "As answers are received, check them by clicking the :guilabel:`Answers` smart button on the survey template form, or the :guilabel:`See Results` button in the upper left corner. To end the survey, click the :guilabel:`Close` button on the survey template form."
msgid "To measure a survey participant's performance, knowledge, or overall satisfaction, Odoo ascribes points to survey answers. At the end of the survey, these points are summed up, resulting in the participant's final score."
msgid "To add points to questions, open the :guilabel:`Surveys` application, choose the desired survey form, and then click on the :guilabel:`Options` tab. Under the :guilabel;`Scoring` section, choose between :guilabel:`Scoring with answers at the end` or :guilabel:`Scoring without answers at the end`."
msgid ":guilabel:`Scoring with answers at the end` shows the survey participant their answers after completing the survey, and displays which questions they got right or wrong. On questions where there was an incorrect answer, the correct answer will be highlighted."
msgid ":guilabel:`Scoring without answers at the end` does not show the survey participant their answer choices after completing the survey, only their final score."
msgid "To indicate correct answers, click on the :guilabel:`Questions tab` and choose a question. In the question form, check the :guilabel:`Is a correct answer` box for the choice that is the correct answer and attach a score value."
msgid "Back on the :guilabel:`Options` tab of the survey, set the :guilabel:`Success %`. The percentage entered determines what percentage of correct answers is needed to pass the survey."
msgid "Further on the :guilabel:`Options` tab of the survey, survey administrators can also choose to make the survey a certification. A certification indicates that the survey asks questions to test the participants' knowledge level on a subject."
msgid "When enabling the :guilabel:`Is a certification` option, choose a :guilabel:`Certification email template`. The certification will automatically be emailed using this email template to users who pass the survey with a final score that is greater than or equal to the set :guilabel:`Success %`."
msgid "In the :guilabel:`Candidates` section, participants can be required to log in to take the survey. If the :guilabel:`Login Required` setting is enabled, two new options appear: the :guilabel:`Attempts Limit` checkbox, which limits the number of times a participant can attempt the survey, and the option to :guilabel:`Give Badge`, located beneath the :guilabel:`Certification` options in the :guilabel:`Scoring` section."
msgid "Badges are displayed on the eLearning portion of a given user's portal, and are a way to set milestones and reward participants for passing surveys or gaining points. Besides the awardee, website visitors who access the :guilabel:`Courses` page will also be able to see the granted badges."
msgid "During a timed survey, participants must finish the survey within a specified period of time. A common use case for implementing a time limit is that it greatly reduces the chance of participants looking up responses via external resources (e.g. web search), and reduces the survey to a \"closed book\" testing environment."
msgid "When the :guilabel:`Survey Time Limit` option is checked, a timer will be displayed on every page of the survey, letting participants keep track of the time remaining while the survey is active."
msgid "When a survey is randomized, Odoo shuffles the questions and reveals them in a random order every time a participant begins the questionnaire. Using randomization as a survey method discourages participants from looking at each other's responses, and helps control for individual testing."
msgid "To randomize a survey, click the :guilabel:`Options` tab on the survey form. In the :guilabel:`Questions` section, select :guilabel:`Randomized per section` for the :guilabel:`Selection` field. After enabling, navigate to the :guilabel:`Questions` tab and look in the :guilabel:`Random questions count` column. From there, determine how many questions (per section) Odoo should select and display during the shuffling of questions."
