[IMP] marketing: workflow_activities.rst - Format fixes
closes odoo/documentation#4754
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Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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Marketing activities
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====================
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When creating a campaign in the :guilabel:`Marketing Automation` app, users can plan marketing
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activities such as email or SMS campaigns. To get started, navigate to the :guilabel:`Workflow`
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area, and click :guilabel:`Add New Activity`. A blank activity template will appear where
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parameters can be set for that specific activity.
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When creating a campaign in the *Marketing Automation* app, users can plan marketing activities,
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such as email or SMS campaigns.
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When :guilabel:`Add New Activity` is selected, a blank activity template will appear with the
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following customizable fields:
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To get started, navigate to the bottom of a marketing automation campaign detail form, and click
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:guilabel:`Add New Activity`. Doing so reveals a :guilabel:`Create Activities` pop-up window. This
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pop-up window is a blank activity template, where specific parameters can be set for that particular
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activity.
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The following fields are available in the :guilabel:`Create Activities` pop-up window (when
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:guilabel:`Add New Activity` is clicked):
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.. image:: workflow_activities/activity-template.png
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:align: center
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:alt: An activity template in Odoo Marketing Automation.
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- :guilabel:`Activity Name`: the title of the activity.
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- :guilabel:`Activity Type`: choose between Email, Server Action (internal Odoo operation), or SMS.
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- :guilabel:`Activity Type`: choose between `Email`, `Server Action` (internal Odoo operation), or
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`SMS`.
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- :guilabel:`Mail Template`: choose from pre-configured templates (or create a new one on-the-fly).
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- :guilabel:`Trigger`: choose when this activity should be triggered.
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- :guilabel:`Expiry Duration`: configure to stop the actions after a specific amount of time (after
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the scheduled date). When selected, a :guilabel:`Cancel after` field appears, in which the user
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can choose how many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to cease
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after the initial date.
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- :guilabel:`Activity Filter`: domain related to this activity (and all subsequent Child
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Activities).
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- :guilabel:`Applied Filter`: activity will *only* be performed if it satisfies the specified
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domain (filter).
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can choose how many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to cease after
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the initial date.
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- :guilabel:`Activity Filter`: domain related to this activity (and all subsequent child
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activities).
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- :guilabel:`Applied Filter`: activity will *only* be performed if it satisfies the specified domain
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(filter).
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After the activity's settings are fully configured, click :guilabel:`Save & Close` to finish
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creating the activity.
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After the activity's settings are fully configured, click :guilabel:`Save & Close` to save the
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activity and return to the marketing automation campaign form, :guilabel:`Save & New` to save the
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activity and immediately create another one in a fresh :guilabel:`Create Activities` pop-up window,
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or :guilabel:`Discard` to delete the activity and return to the marketing automation campaign form.
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Workflow activity
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=================
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Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where each activity will be
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shown as a graph by default. The configured trigger time for that activity can be found to the left
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of the :guilabel:`Workflow Activity` card.
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Once an activity is saved, the :guilabel:`Workflow Activity` section appears at the bottom of the
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marketing automation campaign form. Each activity is displayed as a line graph.
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In the :guilabel:`Workflow Activity` section, there is also the number of activities that are
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successful or rejected. The :guilabel:`Success` and :guilabel:`Rejected` numbers are color-coded
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in the graph for easy reference (in green and red, respectively).
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The configured :guilabel:`Trigger` time for that activity can be found to the left of the
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:guilabel:`Workflow Activity` card in the :guilabel:`Workflow` section.
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Once the activity has been triggered, a figure representing the number of :guilabel:`Success` or
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:guilabel:`Rejected` activities will be displayed to the right of the graph.
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.. image:: workflow_activities/workflow-activity.png
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:align: center
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@ -47,20 +54,23 @@ in the graph for easy reference (in green and red, respectively).
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.. tip::
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If the :guilabel:`Activity Type` of the activity is set to :guilabel:`Email`, there are more
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in-depth analytics beneath the :guilabel:`Workflow Activity` data detailing how many emails have
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been :guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`,
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:guilabel:`Replied` to, or :guilabel:`Bounced`.
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in-depth analytics beneath the activity graph data, detailing how many emails have been
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:guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`, :guilabel:`Replied`
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to, or :guilabel:`Bounced`.
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Child activities
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================
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Odoo also has the option to :guilabel:`Add Child Activity`. *Child Activities* are sub-activities
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that are connected to (and triggered by) the activity above it, which is also known as its *Parent
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Activity*.
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There is also the option to add a *child activity* by clicking :guilabel:`Add child activity`,
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located at the bottom of each activity block in the :guilabel:`Workflow` section of a marketing
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automation form.
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Odoo provides a number of triggering options to launch a :guilabel:`Child Activity` - all of which
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depend on the trigger configurations related to the parent activity. Under the desired parent
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activity, hover over :guilabel:`Add child activity`, and select the trigger:
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Child activities are sub-activities that are connected to (and triggered by) the activity above it,
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which is also known as its *parent activity*.
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Odoo provides a number of triggering options to launch a child activity - all of which depend on the
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trigger configurations related to the parent activity. Under the desired parent activity, hover over
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:guilabel:`Add child activity`, and select any of the following triggers:
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- :guilabel:`Add Another Activity`: instantly add another activity.
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- :guilabel:`Opened`: the next activity will be triggered if the (email) recipient opens the
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@ -76,6 +86,7 @@ activity, hover over :guilabel:`Add child activity`, and select the trigger:
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link included in the mailing.
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- :guilabel:`Bounced`: the next activity will be triggered if the mailing is bounced (not sent).
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Once a trigger is selected, the user can configure the child activity (it has the same
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configuration options as a regular activity) and click :guilabel:`Save & Close`` to finish creating
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the child activity.
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Once a trigger is selected, the user can configure the child activity (it has the same configuration
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options as a regular activity), and click :guilabel:`Save & Close` to finish creating the child
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activity, which will then be displayed in the :guilabel:`Workflow` section, in a slightly indented
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position beneath its parent activity.
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