[ADD] point_of_sale: documentation for pos-based marketing

This PR adds the documentation needed to use pos-based marketing.

In this PR, we introduce configuration and flow related to Email
and WhatsApp marketing in Point of Sale from storing contact details
to sending emails and WhatsApp messages from the point of sale.

task-4053075

X-original-commit: 5aa54d4234
Co-authored-by: Anantkumar Parmar <paan@odoo.com>
Co-authored-by: Loredana Perazzo <lrpz@odoo.com>
This commit is contained in:
paan-odoo 2024-07-15 09:53:16 +00:00
parent eaffb4d160
commit 2bb0fa8e68
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@ -186,4 +186,5 @@ the **POS dashboard**.
point_of_sale/restaurant
point_of_sale/pricing
point_of_sale/payment_methods
point_of_sale/pos_based_marketing
point_of_sale/reporting

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@ -0,0 +1,120 @@
==================
Marketing features
==================
Use your POS system to engage with customers directly by sending them promotional offers via email
or WhatsApp.
Storing contact details
=======================
This feature requires your customer's contact details, either their email address or phone number.
- **Email addresses**: automatically collected and saved in POS orders when sending a receipt by
email.
- **Phone numbers**: to store phone numbers when sending receipts on WhatsApp or by SMS,
#. Go to :menuselection:`Configuration --> Settings` and scroll to the :guilabel:`Bills &
Receipts` section;
#. Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` option(s).
.. image:: pos_based_marketing/sms-whatsapp-enabled.png
:alt: setting to enable to store phone numbers when sending receipts
If a customers contact information is missing, it will be automatically saved in POS orders when
the receipt is sent via email, SMS, or WhatsApp.
.. tip::
From a POS order form, navigate to the :guilabel:`Contact Info` category under the
:guilabel:`Extra Info` tab, then click the email icon or whatsapp icon to send standalone
marketing messages.
.. image:: pos_based_marketing/standalone-marketing-from-pos.png
:alt: pos orders form's standalone marketing message option
Email marketing
===============
To send marketing emails to your customers from POS orders,
#. Go to :menuselection:`Point of Sale --> Orders --> Orders`;
#. Select the orders;
#. Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown menu.
Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`.
.. image:: pos_based_marketing/mail-composer.png
:alt: mail composer view
:scale: 50 %
.. tip::
- Save some time by saving your content as a template. Click the vertical ellipsis button and
select your template under the :guilabel:`Insert Template` section.
- You can also save your content as template for later use. Click the vertical ellipsis button
and select :guilabel:`Save as Template`.
.. note::
- Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and track its results
in the :doc:`Email Marketing app <../../marketing/email_marketing>`.
- If an email address is not related to an existing customer, a new customer is automatically
created when sending marketing emails.
.. seealso::
:doc:`Use the email marketing app for more advanced marketing features
<../../marketing/email_marketing>`.
Whatsapp marketing
==================
.. _pos_based_marketing/whatsapp_config:
Configuration
-------------
You first need to enable the related server action to send WhatsApp marketing messages from your POS
using the phone numbers collected from POS orders. To do so,
#. Go to the WhatsApp application;
#. Create a new :ref:`WhatsApp template <WhatsApp/templates>`;
#. Configure the fields:
- :guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;
- :guilabel:`Category` field to :guilabel:`Marketing`;
- :guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer > Phone`.
#. Click :guilabel:`Submit for Approval`;
#. Once approved, click the :guilabel:`Allow Multi` button to create a server action in the POS
orders list view.
.. image:: pos_based_marketing/whatsapp-template.png
:alt: approved and configured for marketing uses whatsapp template
.. warning::
If you modify the template's content, you must request for approval again, as its status returns
to the :guilabel:`Draft` state.
.. seealso::
:doc:`WhatsApp configuration <../../productivity/whatsapp>`
Send WhatsApp marketing messages
--------------------------------
#. Go to :menuselection:`Point of Sale --> Orders --> Orders`;
#. Select the orders;
#. Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the dropdown menu.
Doing so opens a WhatsApp message composing form. Select the desired marketing template in the
:guilabel:`Template` field and hit :guilabel:`Send Message`.
.. image:: pos_based_marketing/whatsapp-composer.png
:alt: whatsapp composer view
.. note::
- To use WhatsApp marketing in the Point of Sale, approved marketing templates must have the
:guilabel:`Allow Multi` option enabled and :guilabel:`Point of Sale Orders` selected in the
:guilabel:`Applies to` field.
- If the server action is displayed without a properly configured template, an error message
appears. Click :guilabel:`Configure Templates` and complete the :ref:`WhatsApp setup
<pos_based_marketing/whatsapp_config>` steps.
.. seealso::
:doc:`../../productivity/whatsapp`

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