[IMP] marketing: sms essentials automation rule v17
closes odoo/documentation#8980
X-original-commit: a443e6b9d1
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
This commit is contained in:
parent
545e124d02
commit
50efd5d4ce
@ -61,8 +61,7 @@ will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is
|
||||
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.).
|
||||
|
||||
To learn more about mailing lists and contacts, check out
|
||||
:doc:`mailing_lists_blacklists`
|
||||
To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
|
||||
|
||||
.. image:: sms_essentials/sms-mailing-list.png
|
||||
:align: center
|
||||
@ -176,6 +175,82 @@ is visualized as different graphs and charts, which can be sorted and grouped in
|
||||
:align: center
|
||||
:alt: Reporting page in SMS Marketing.
|
||||
|
||||
.. tip::
|
||||
SMS messages can be sent using automation rules in Odoo. Odoo *Studio* is required to use
|
||||
automation rules.
|
||||
|
||||
To install Odoo *Studio*, go to the :menuselection:`Apps application`. Then, using the
|
||||
:guilabel:`Search...` bar, search for `studio`.
|
||||
|
||||
If it is not already installed, click :guilabel:`Install`.
|
||||
|
||||
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 making the change.
|
||||
|
||||
To use automation rules, navigate in :ref:`developer mode <developer-mode>`, to
|
||||
:menuselection:`Settings app --> Technical menu --> Automation section --> Automation Rules`.
|
||||
Then, click :guilabel:`New` to create a new rule.
|
||||
|
||||
Enter a name for the automation rule, and select a :guilabel:`Model` to implement this rule on.
|
||||
|
||||
Based on the selection for the :guilabel:`Trigger`, additional fields will populate below. Set
|
||||
the :guilabel:`Trigger` to one of the following options:
|
||||
|
||||
:guilabel:`Values Updated`
|
||||
|
||||
- :guilabel:`User is set`
|
||||
- :guilabel:`State is set to`
|
||||
- :guilabel:`On archived`
|
||||
- :guilabel:`On unarchived`
|
||||
|
||||
:guilabel:`Timing Conditions`
|
||||
|
||||
- :guilabel:`Based on date field`
|
||||
- :guilabel:`After creation`
|
||||
- :guilabel:`After last update`
|
||||
|
||||
:guilabel:`Custom`
|
||||
|
||||
- :guilabel:`On save`
|
||||
- :guilabel:`On deletion`
|
||||
- :guilabel:`On UI change`
|
||||
|
||||
:guilabel:`External`
|
||||
|
||||
- :guilabel:`On webhook`
|
||||
|
||||
Other options may appear based on the :guilabel:`Model` selected. For example if the
|
||||
:guilabel:`Calendar Event` model is selected, then the following options appear in addition to
|
||||
those above:
|
||||
|
||||
:guilabel:`Email Events`
|
||||
|
||||
- :guilabel:`On incoming message`
|
||||
- :guilabel:`On outgoing message`
|
||||
|
||||
Under the :guilabel:`Before Update Domain` field, set a condition to be met before updating the
|
||||
record. Click :guilabel:`Edit Domain` to set record parameters.
|
||||
|
||||
Under the :guilabel:`Actions To Do` tab, select :guilabel:`Add an action`. Next, in the resulting
|
||||
:guilabel:`Create Actions` pop-up window, select :guilabel:`Send SMS`, and set the
|
||||
:guilabel:`Allowed Groups`. :guilabel:`Allowed Groups` are the access rights groups that are
|
||||
allowed to execute this rule. Leave the field empty to allow all groups. See this documentation:
|
||||
:ref:`access-rights/groups`.
|
||||
|
||||
Next, set the :guilabel:`SMS Template` and choose whether the SMS message should be logged as a
|
||||
note, by making a selection in the drop-down menu: :guilabel:`Send SMS as`. Click
|
||||
:guilabel:`Save and Close` to save the changes to this new action.
|
||||
|
||||
.. image:: sms_essentials/automation-rule-sms.png
|
||||
:align: center
|
||||
:alt: Automation rule template with rule to do, SMS template and log as note highlighted.
|
||||
|
||||
Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the
|
||||
completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to
|
||||
implement the change.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`sms_campaign_settings`
|
||||
- :doc:`mailing_lists_blacklists`
|
||||
- :doc:`../../../essentials/in_app_purchase`
|
||||
|
Binary file not shown.
After Width: | Height: | Size: 24 KiB |
Loading…
Reference in New Issue
Block a user