diff --git a/subscriptions.rst b/subscriptions.rst index 31f891306..3ed689f65 100644 --- a/subscriptions.rst +++ b/subscriptions.rst @@ -9,4 +9,5 @@ Subscriptions subscriptions/configuration subscriptions/sales_flow - subscriptions/reporting + subscriptions/follow_up + subscriptions/reporting \ No newline at end of file diff --git a/subscriptions/follow_up.rst b/subscriptions/follow_up.rst new file mode 100644 index 000000000..49833c1fd --- /dev/null +++ b/subscriptions/follow_up.rst @@ -0,0 +1,8 @@ +========= +Follow-up +========= + +.. toctree:: + :titlesonly: + + follow_up/automatic_alerts \ No newline at end of file diff --git a/subscriptions/follow_up/automatic_alerts.rst b/subscriptions/follow_up/automatic_alerts.rst new file mode 100644 index 000000000..9bbb307ff --- /dev/null +++ b/subscriptions/follow_up/automatic_alerts.rst @@ -0,0 +1,86 @@ +======================= +Set up automatic alerts +======================= + +Now that your subscriptions are up and running, you want to stay up-to-date with your customers. +Some automation would be appreciated since you would not want to go through the list of all your +subscribers to check how things are going. This is what the *Automatic Alerts* feature is for. + +For example, when customers subscribe to your magazine, you would probably want to send them an +email to welcome them and express your gratitude. Or, if the satisfaction rate of your customers +drops below 50%, you would probably want to schedule a call with them to understand the reasons for +their dissatisfaction. + +With **Odoo Subscriptions**, you can set automatic emails, create a "Call" task for one +of your salespeople so that he/she can try to understand your customer's dissatisfaction, and +finally, why not automatically send satisfaction surveys so customers can evaluate your services? +All of that is now possible. + +Create a new automatic alert +============================ + +The following example shows how to create a new automatic alert to send satisfaction surveys to your +customers, by email, after one month of subscription. To do so, go to :menuselection:`Subscriptions +--> Configuration --> Alerts`, and create a new alert. + +.. image:: media/create-a-new-automatic-alert.png + :align: center + :alt: New automatic alert in Odoo Subscriptions + +1. On the *Apply on* section, first give the alert a name. Then, you can choose to apply this alert + on a subscription template, on a specific customer, or even on a specific product. If you want + to add more specifications, you can also specify the value of your MRR, the change rate of your + MRR over a certain period of time, the value of the satisfaction rate, and even the stage to + which you want to apply this alert. + + .. note:: + In this example, the alert is applied to a specific product, and the stage goes from + *Undefined* to *In Progress*. + +2. For the *Action* section, specify the *Action* and the *Trigger on*. If the *Trigger on* is set + to *Modification*, the action is triggered every time there is a change or anything added to the + subscription, and all the conditions on the *Apply on* section are met. Now, if the *Trigger on* + is set to *Timed condition*, it means that the action is triggered based on the type of + *Trigger date*. After that, you can choose your *Action*. You have the choice between + *Create next activity*, *Set a tag on the subscription*, *Set a stage on the subscription*, + *Mark as To Renew*, *Send an email to the customer* and *Send an SMS Text Message to the + customer*. + + .. note:: + In the example above, the *Trigger on* is set to *Timed condition*, therefore, a + *Trigger date* and *Delay after trigger* need to be specified. And because the *Send an email + to the customer* action was adopted, an *Email template* can be chosen. + +As a result, this alert will send a rating survey after one month, to the customers who have +purchased that specific product. The survey will appear in the chatter of your respective +subscription. + +.. image:: media/rating-satisfaction-survey.png + :align: center + :alt: Satisfaction survey in Odoo Subscriptions + +Modify an existing automatic alert +================================== + +By default, Odoo suggests you an automatic alert called *Take action on less satisfied clients*. + +.. image:: media/modify-an-existing-automatic-alert.png + :align: center + :alt: Modify an existing automatic alert in Odoo Subscriptions + +This alert is applied to the *Rating Satisfaction* of your customers, and the action is triggered +on *Timed condition*. If their satisfaction rate is lower than 50%, a salesperson contacts the +customer. This action is automatically assigned to the salesperson who manages the subscription, +and the due date is 5 days after the triggering of this action. This alert ensures that your +clients are happy and that you are taking actions if they are not. It helps to keep your customer +retention rates very high. + +.. note:: + By editing the alert, you can modify the *Apply on*, the *Action* and *Activity* sections, and + adapt them to your own needs. + +.. seealso:: + - :doc:`../../subscriptions/configuration/subscription_templates` + - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions/sales_flow/create_a_quotation` + - :doc:`../../subscriptions/reporting/subscription_reports` \ No newline at end of file diff --git a/subscriptions/follow_up/media/create-a-new-automatic-alert.png b/subscriptions/follow_up/media/create-a-new-automatic-alert.png new file mode 100644 index 000000000..476537457 Binary files /dev/null and b/subscriptions/follow_up/media/create-a-new-automatic-alert.png differ diff --git a/subscriptions/follow_up/media/modify-an-existing-automatic-alert.png b/subscriptions/follow_up/media/modify-an-existing-automatic-alert.png new file mode 100644 index 000000000..1a4981ccc Binary files /dev/null and b/subscriptions/follow_up/media/modify-an-existing-automatic-alert.png differ diff --git a/subscriptions/follow_up/media/rating-satisfaction-survey.png b/subscriptions/follow_up/media/rating-satisfaction-survey.png new file mode 100644 index 000000000..c2b3bb7a5 Binary files /dev/null and b/subscriptions/follow_up/media/rating-satisfaction-survey.png differ