[ADD] subscriptions: add automatic alerts doc

subscriptions.rst

@@ -9,4 +9,5 @@ Subscriptions
 
    subscriptions/configuration
    subscriptions/sales_flow
+   subscriptions/follow_up
    subscriptions/reporting

subscriptions/follow_up.rst

@@ -0,0 +1,8 @@
+=========
+Follow-up
+=========
+
+.. toctree::
+   :titlesonly:
+
+   follow_up/automatic_alerts

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`