[ADD]Marketing automation: new docs

* [ADD] marketing_automation: documentation

* [IMP] marketing_automation: improvement of toctree

applications.rst

@@ -24,6 +24,8 @@ Applications
    mobile/firebase
    social_marketing
    sms_marketing
+   marketing_automation
    fsm
    planning
    general
+

marketing_automation.rst

@@ -0,0 +1,11 @@
+:banner: banners/marketing_automation.png
+
+====================
+Marketing Automation
+====================
+
+.. toctree::
+   :titlesonly:
+
+   marketing_automation/overview
+   marketing_automation/advanced

marketing_automation/advanced.rst

@@ -0,0 +1,8 @@
+========
+Advanced
+========
+
+.. toctree::
+   :titlesonly:
+
+   advanced/understanding_metrics

marketing_automation/advanced/understanding_metrics.rst

@@ -0,0 +1,81 @@
+=====================
+Understanding Metrics
+=====================
+Metrics are values that help you measure progress and can be a powerful way of linking your
+employees to goals.
+
+
+| When you create a workflow in Odoo, its visual content already shows metrics in a graph form and
+  in numbers.
+| Let’s consider the example below:
+
+
+.. image:: media/metrics1.png
+   :align: center
+   :alt: Metrics in Odoo Marketing Automation
+
+
+| The *Target* - business object - is *Lead/Opportunity* and was narrowed down to the ones whose
+  *Tag Name* contain the description “Product”, and have an email address set.
+| A total number of 20 records match the criteria.
+
+
+.. image:: media/metrics2.png
+   :align: center
+   :alt: Metrics in Odoo Marketing Automation
+
+
+Out of those 20 records, 25 have become participants, in other words, they have matched the criteria.
+
+
+.. image:: media/metrics3.png
+   :align: center
+   :alt: Metrics in Odoo Marketing Automation
+
+
+Every time the system runs, updating numbers and triggering actions, it will look at the *Target*
+model and check if new records have been added or modified, keeping the flow up-to-date.
+
+
+.. note::
+   The filter here is applied to *all* activities. Leads that lose the tag in the meantime will be
+   excluded from later activities.
+
+
+*Records* is a real-time number, therefore while the workflow is running, changes in opportunity
+records can be made - delete, add, adjustment - updating the number of records, but not changing the
+number of participants, as the metric *will not* exclude opportunities that have been set as
+participants before. It will just add new ones. For this reason, the number of *Records* can be
+different from the number of *Participants*.
+
+
+.. tip::
+   | You can also have filters applied to activities individually, under *Domain*. A useful feature
+     to specify an individual filter that will only be performed if the records satisfied both
+     filters, the activity and its domain one.
+   | Example: for an activity sending an SMS, you could make sure people a phone number is set to
+     avoid triggering a SMS that would never be sent and crash.
+
+   .. image:: media/metrics4.png
+      :align: center
+      :alt: Metrics in Odoo Marketing Automation
+
+| *Success* is the number of times the searching for participants - that match the filter(s) of that
+  activity - was performed successfully in relation to the total number of participants.
+| If a participant does not match the conditions, it will be added to *Rejected*.
+
+.. image:: media/metrics5.png
+   :align: center
+   :alt: Metrics in Odoo Marketing Automation
+
+Hovering over the graph, you can see the number of successful and rejected participants, per day,
+for the last 15 days.
+
+.. note::
+   Every time a new record is added to the *Target* model, it will be automatically added to the
+   workflow, and, it will start the workflow from the beginning (parent action).
+
+.. seealso::
+   - :doc:`../overview/automate_actions`
+   - :doc:`../overview/segment`
+   - :doc:`../overview/test`

marketing_automation/overview.rst

@@ -0,0 +1,10 @@
+========
+Overview
+========
+
+.. toctree::
+   :titlesonly:
+
+   overview/automate_actions
+   overview/segment
+   overview/test

marketing_automation/overview/automate_actions.rst

@@ -0,0 +1,59 @@
+======================================
+Automate Actions and Create a Workflow
+======================================
+Automated workflows are a sign that you are building intelligent, data-driven, multifaceted
+campaigns to enable the delivery of the right message, to the right prospects, at the right time.
+It also speeds up processes and creates a seamless experience for employees.
+
+Segment and create a campaign
+=============================
+Go to :menuselection:`Campaigns --> Create`.
+
+| In the example below, the *Marketing Automation* application is fully integrated with *Contacts*.
+| But it can also be integrated with other apps like CRM, as long as they are installed in your
+  database.
+
+
+.. image:: media/auto1.png
+   :align: center
+   :alt: Create workflows in Odoo Marketing Automation
+
+
+| Depending on the criteria, the *target model updates itself* while the campaign is running. That
+  means that every new record that meets the criteria will be added to the workflow.
+| Example: a campaign starts for leads that have no salesman assigned. If at some point, those leads
+  get to have a salesman assigned to it, the campaign will stop running.
+
+
+Create a parent activity and start to build a workflow
+======================================================
+Click on *Add new activity*.
+
+
+.. image:: media/auto2.png
+   :align: center
+   :alt: Create workflows in Odoo Marketing Automation
+
+*Trigger* is the field to set for the activity to start to de deployed.
+
+Adopt an *Expiry Duration* if you would like to stop actions from being executed after a certain
+amount of time and in subsequence to the trigger.
+
+Under *Domain* you can narrow down your target, even more, applying filters for this specific
+activity.
+
+
+Add Child Activities
+--------------------
+| A *child activity* is an action that will take place based on a condition.
+| You can either create or add a child activity if on the previous one: the email was opened or not,
+  the email was replied or not, the link was clicked or not, the email bounced back.
+
+
+.. image:: media/auto3.png
+   :align: center
+   :height: 350
+   :alt: Create workflows in Odoo Marketing Automation
+
+.. seealso::
+   - :doc:`segment`

marketing_automation/overview/segment.rst

@@ -0,0 +1,66 @@
+=================================
+Segment the Database with Filters
+=================================
+Filters let you reach a granular level of detail in your records.
+
+How to work with filters
+========================
+When working with filters, you will see that some of the rules have an arrow button next to it,
+informing you that the parameter has more variables within it.
+
+
+.. image:: media/filters1.png
+   :align: center
+   :height: 350
+   :alt: Filters in Odoo Marketing Automation
+
+
+| More than one parameter line - *node* (+) - can be added under what is called a *branch* (...).
+| To exclude a *node* or a *branch*, click on *Delete node* (x).
+
+
+.. image:: media/filters2.png
+   :align: center
+   :alt: Filters in Odoo Marketing Automation
+
+
+Every time a new branch is created, you can choose if you would like the records to match *all*
+criteria of the upcoming rules, or *any*, meaning one rule or the other.
+
+
+Use cases
+=========
+
+- **Scenario**: narrow the target down to new opportunities in the pipeline.
+
+  .. image:: media/filters3.png
+     :alt: Filters in Odoo Marketing Automation
+
+- **Scenario**: narrow the target down to suppliers.
+
+  .. image:: media/filters4.png
+     :alt: Filters in Odoo Marketing Automation
+
+- **Scenario**: narrow the leads down to the ones that contain a certain tag name.
+
+  .. image:: media/filters5.png
+     :alt: Filters in Odoo Marketing Automation
+
+- **Scenario**: narrow the target down to the attendees of a specific event that purchase a specific
+  category of ticket.
+
+  .. image:: media/filters6.png
+     :alt: Filters in Odoo Marketing Automation
+
+- **Scenario**: narrow the target down to the employees who have kids.
+
+  .. image:: media/filters7.png
+     :alt: Filters in Odoo Marketing Automation
+
+- **Scenario**: narrow the target down to records with a helpdesk ticket solved.
+
+  .. image:: media/filters8.png
+     :alt: Filters in Odoo Marketing Automation
+
+.. seealso::
+   - :doc:`automate_actions`

marketing_automation/overview/test.rst

@@ -0,0 +1,53 @@
+==================================
+Launch a Test and Start a Campaign
+==================================
+Before starting a campaign, launching a test allows you to run the workflow on a test contact and
+view the sequence of events in action, avoiding mistakes.
+
+Launch a test
+=============
+| Click on *Launch a test*.
+| Once you have selected the test contact, *Run* the parent activity and the subsequent ones as
+  needed.
+  *Run* and *Stop* activities individually. To stop the whole workflow click on *Stop*.
+
+
+.. image:: media/test1.png
+   :align: center
+   :height: 350
+   :alt: Create workflows in Odoo Marketing Automation
+
+
+.. note::
+   Launching a test does not add data to your metrics with the purpose of not introducing wrong
+   inputs to reports.
+
+
+Start and stop a workflow
+=========================
+Click on *Start* to run the workflow, and on *Stop* to interrupt it. The interruption and new start
+can happen at any moment. The current status will be shown on the status bar.
+
+
+.. image:: media/test2.png
+   :align: center
+   :alt: Create workflows in Odoo Marketing Automation
+
+
+Participants and their specific workflow
+========================================
+*Participants* are all the records that have ever been involved in the campaign.
+
+
+.. image:: media/test3.png
+   :align: center
+   :alt: Create workflows in Odoo Marketing Automation
+
+
+If you click on *Participants* and open a record, you will find the specific activities the record
+went/are/will go through, as well as when the workflow was triggered to him. If you wish to cancel
+an activity click on *Cancel*.
+
+.. seealso::
+   - :doc:`automate_actions`
+   - :doc:`segment`