From 46ea85506c45746337840754ca955dfe6beecfcf Mon Sep 17 00:00:00 2001 From: "Sam Lieber (sali)" Date: Wed, 3 May 2023 18:38:39 +0000 Subject: [PATCH] [IMP] marketing: RST format upgrades for marketing automation v14 closes odoo/documentation#5279 X-original-commit: b5bde9186ec95e35a34200e43c4c487346fdd4b1 Signed-off-by: Zachary Straub (zst) --- .../getting_started/first_campaign.rst | 51 +++++++++++-------- 1 file changed, 31 insertions(+), 20 deletions(-) diff --git a/content/applications/marketing/marketing_automation/getting_started/first_campaign.rst b/content/applications/marketing/marketing_automation/getting_started/first_campaign.rst index 062944913..df410cc05 100644 --- a/content/applications/marketing/marketing_automation/getting_started/first_campaign.rst +++ b/content/applications/marketing/marketing_automation/getting_started/first_campaign.rst @@ -1,38 +1,49 @@ -==================== -Marketing Automation -==================== +=============== +Getting started +=============== -The Odoo Marketing Automation app automates a variety of marketing tasks by combining specific +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 (such as 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. +campaign (such as 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 a single dashboard. Create a campaign ================= -To create a new automated marketing campaign, open the :guilabel:`Marketing Automation` app and -click :guilabel:`Create`. On the :guilabel:`Campaign` page, there are the following smart buttons -and fields: +To create a new automated marketing campaign, open the :menuselection:`Marketing Automation` app, +and click the :guilabel:`Create` button in the upper-left corner. Doing so reveals a blank marketing +automation campaign detail form on a separate page. + +On the blank marketing automation campaign page, the following smart buttons and fields are +available: .. image:: first_campaign/marketing-template-sample.png :align: center :alt: A dashboard showing the creation of a new marketing automation campaign in Odoo. +**Smart buttons** + - :guilabel:`Templates`: represents the number of pre-configured mail templates being used in this - particular campaign. (Templates can always be created on-the-fly as well). + particular campaign. (Templates can always be created on-the-fly, as well). - :guilabel:`SMS`: represents the number of personalized SMS messages connected to this campaign. - :guilabel:`Clicks`: represents the number of times attached links have been clicked by recipients of this campaign. - :guilabel:`Participants`: represents the number of contacts that have directly participated in this campaign. + +**Fields** + +- :guilabel:`Name`: represents the name of the marketing automation campaign being created. - :guilabel:`Target`: this field is a drop-down menu to choose which model is targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.). +- :guilabel:`Filter`: this field provides numerous configurable criteria that can be used to further + narrow down the target recipients/audience for the marketing automation campaign. Campaign filters ================ -To add a filter to the target audience, click :guilabel:`Add Filter`, and a node field will -appear. In the node field, a custom equation can be configured for Odoo to use when filtering who +To add a :guilabel:`Filter` to the target audience, click :guilabel:`Add Filter`, and a node field +appears. In the node field, a custom equation can be configured for Odoo to use when filtering who to include (and exclude) in this specific marketing campaign. .. image:: first_campaign/filter-node.png @@ -40,20 +51,20 @@ to include (and exclude) in this specific marketing campaign. :alt: A filter node in Odoo Marketing Automation. When the first field of the node is clicked, a nested drop-down menu of options appears on the -screen where specific criteria is chosen based on needs of the campaign. The remaining fields on -the node further define the criteria which determines which records to include (or exclude) in the +screen, wherein specific criteria is chosen based on needs of the campaign. The remaining fields on +the node further define the criteria determining which records to include (or exclude) in the execution of the campaign. -To add another node, simply click the :guilabel:`+ (plus sign)` icon to the right of the filtering -rule. To add a branch of multiple nodes at the same time, click the :guilabel:`... (ellipses)` -icon. +To add another node, click the :guilabel:`➕ (plus sign)` icon to the right of the filtering rule. To +add a branch of multiple nodes at the same time, click the :guilabel:`⋯ (ellipses)` icon. -For further information on filters, refer to :doc:`this documentation page `. +For further information on filters, refer to :doc:`this documentation page +`. .. note:: :guilabel:`Records` represent the number of contacts in the system that fit the specified criteria for a campaign. .. seealso:: - - :doc:`testing_running` - - :doc:`workflow_activities` + - :doc:`/applications/marketing/marketing_automation/getting_started/testing_running` + - :doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities`