[IMP] marketing: sms essentials add automated action block
closes odoo/documentation#8820 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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@ -3,8 +3,8 @@ SMS essentials
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==============
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Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help
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companies expand their market reach, especially in some countries, where emails might not be very
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common, or even used at all.
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companies expand their market reach, especially in countries where emails might not be common, or
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even used at all.
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Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions,
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such as event registrations, free trials, purchases, etc., since text and mobile-based marketing
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@ -58,26 +58,25 @@ will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is
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.. note::
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To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
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Odoo displays all previously created mailing lists, along with various types of data related to
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Odoo displays all previously-created mailing lists, along with various types of data related to
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that specific list (e.g. number of contacts, mailings, recipients, etc.).
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To learn more about mailing lists and contacts, check out
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:doc:`mailing_lists_blacklists`
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To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
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.. image:: sms_essentials/sms-mailing-list.png
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:align: center
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:alt: View of the mailing list page in the SMS marketing application.
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To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
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the choices Odoo makes avaialble.
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the choices Odoo makes available.
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When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
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chosen field even further becomes available — either with a default recipient filter equation that
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appears automatically (which can be customized to fit any business need), or, if no default
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recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
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recipient filter equation is present, an :guilabel:`Add Filter` button appears.
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Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
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be configured similar to an equation. You can create multiple recipient rules, if necessary.
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Clicking the :guilabel:`Add Filter` button reveals fully customizable domain rule fields, which can
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be configured similar to an equation. Multiple recipient rules can be created, if necessary.
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Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
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whatever criteria is configured in those fields. Multiple rules can be added.
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@ -176,6 +175,34 @@ is visualized as different graphs and charts, which can be sorted and grouped in
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:align: center
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:alt: Reporting page in SMS Marketing.
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.. tip::
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SMS messages can be sent using server actions in Odoo. To do so, in :ref:`developer mode
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<developer-mode>`, navigate to :menuselection:`Settings app --> Technical menu --> Automation
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section --> Automated Actions`. Then, click :guilabel:`Create` to create a new action.
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Enter an :guilabel:`Action Name` and select a :guilabel:`Model` to implement this action on. Set
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the :guilabel:`Trigger` to either :guilabel:`On Creation`, :guilabel:`On Update`, :guilabel:`On
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Creation & Update`, :guilabel:`On Deletion`, :guilabel:`Based on Form Modification`, or
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:guilabel:`Based on Timed Condition`.
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Based on the selection for the :guilabel:`Trigger`, additional fields may populate.
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Under the :guilabel:`Apply on` field a record filter using a domain can be created. Ensure a
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model has been selected before setting any domains on the :guilabel:`Apply on` field. Click
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:guilabel:`Edit Domain` to set record parameters.
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Under :guilabel:`Action To Do` drop-down field, select :guilabel:`Send SMS Text Message`. Next,
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set the :guilabel:`SMS Template`, and choose whether the SMS message should be logged as a note,
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by ticking the box next to :guilabel:`Log as Note`.
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.. image:: sms_essentials/automated-action-sms.png
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:align: center
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:alt: Automated action template with action to do, SMS template and log as note highlighted.
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Ensure the :guilabel:`Active` toggle is set to *on* for the automated action to run.
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:guilabel:`Save` the completed automated action to implement the change.
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.. seealso::
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- :doc:`sms_campaign_settings`
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- :doc:`mailing_lists_blacklists`
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- :doc:`../../../essentials/in_app_purchase`
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