[IMP] marketing: sms essentials add automated action block

closes odoo/documentation#8820

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
tiku-odoo 2024-04-17 16:02:03 -04:00
parent 812c8aa8c4
commit 7878980c1c
2 changed files with 36 additions and 9 deletions

View File

@ -3,8 +3,8 @@ SMS essentials
==============
Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help
companies expand their market reach, especially in some countries, where emails might not be very
common, or even used at all.
companies expand their market reach, especially in countries where emails might not be common, or
even used at all.
Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions,
such as event registrations, free trials, purchases, etc., since text and mobile-based marketing
@ -58,26 +58,25 @@ will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is
.. note::
To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
Odoo displays all previously created mailing lists, along with various types of data related to
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
:alt: View of the mailing list page in the SMS marketing application.
To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
the choices Odoo makes avaialble.
the choices Odoo makes available.
When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
chosen field even further becomes available — either with a default recipient filter equation that
appears automatically (which can be customized to fit any business need), or, if no default
recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
recipient filter equation is present, an :guilabel:`Add Filter` button appears.
Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
be configured similar to an equation. You can create multiple recipient rules, if necessary.
Clicking the :guilabel:`Add Filter` button reveals fully customizable domain rule fields, which can
be configured similar to an equation. Multiple recipient rules can be created, if necessary.
Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
whatever criteria is configured in those fields. Multiple rules can be added.
@ -176,6 +175,34 @@ 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 server actions in Odoo. To do so, in :ref:`developer mode
<developer-mode>`, navigate to :menuselection:`Settings app --> Technical menu --> Automation
section --> Automated Actions`. Then, click :guilabel:`Create` to create a new action.
Enter an :guilabel:`Action Name` and select a :guilabel:`Model` to implement this action on. Set
the :guilabel:`Trigger` to either :guilabel:`On Creation`, :guilabel:`On Update`, :guilabel:`On
Creation & Update`, :guilabel:`On Deletion`, :guilabel:`Based on Form Modification`, or
:guilabel:`Based on Timed Condition`.
Based on the selection for the :guilabel:`Trigger`, additional fields may populate.
Under the :guilabel:`Apply on` field a record filter using a domain can be created. Ensure a
model has been selected before setting any domains on the :guilabel:`Apply on` field. Click
:guilabel:`Edit Domain` to set record parameters.
Under :guilabel:`Action To Do` drop-down field, select :guilabel:`Send SMS Text Message`. Next,
set the :guilabel:`SMS Template`, and choose whether the SMS message should be logged as a note,
by ticking the box next to :guilabel:`Log as Note`.
.. image:: sms_essentials/automated-action-sms.png
:align: center
:alt: Automated action template with action to do, SMS template and log as note highlighted.
Ensure the :guilabel:`Active` toggle is set to *on* for the automated action to run.
:guilabel:`Save` the completed automated action 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: 15 KiB