NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[IMP] marketing: workflow_activities.rst - Format fixes

Browse Source 
closes odoo/documentation#4322

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
Sam Lieber (sali) 2023-05-03 21:17:52 +00:00 committed by Zachary Straub (ZST)
parent 89c1c1b357
commit a09ca7bd0f
1 changed files with 44 additions and 33 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

77
content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst
View File

@ -2,44 +2,51 @@
Marketing activities Marketing activities
==================== ====================
When creating a campaign in the :guilabel:`Marketing Automation` app, users can plan marketing When creating a campaign in the *Marketing Automation* app, users can plan marketing activities,
activities such as email or SMS campaigns. To get started, navigate to the :guilabel:`Workflow` such as email or SMS campaigns.
area, and click :guilabel:`Add New Activity`. A blank activity template will appear where
parameters can be set for that specific activity.
When :guilabel:`Add New Activity` is selected, a blank activity template will appear with the To get started, navigate to the bottom of a marketing automation campaign detail form, and click
following customizable fields: :guilabel:`Add New Activity`. Doing so reveals a :guilabel:`Create Activities` pop-up window. This
pop-up window is a blank activity template, where specific parameters can be set for that particular
activity.
The following fields are available in the :guilabel:`Create Activities` pop-up window (when
:guilabel:`Add New Activity` is clicked):
.. image:: workflow_activities/activity-template.png .. image:: workflow_activities/activity-template.png
:align: center :align: center
:alt: An activity template in Odoo Marketing Automation. :alt: An activity template in Odoo Marketing Automation.
- :guilabel:`Activity Name`: the title of the activity. - :guilabel:`Activity Name`: the title of the activity.
- :guilabel:`Activity Type`: choose between Email, Server Action (internal Odoo operation), or SMS. - :guilabel:`Activity Type`: choose between `Email`, `Server Action` (internal Odoo operation), or
`SMS`.
- :guilabel:`Mail Template`: choose from pre-configured templates (or create a new one on-the-fly). - :guilabel:`Mail Template`: choose from pre-configured templates (or create a new one on-the-fly).
- :guilabel:`Trigger`: choose when this activity should be triggered. - :guilabel:`Trigger`: choose when this activity should be triggered.
- :guilabel:`Expiry Duration`: configure to stop the actions after a specific amount of time (after - :guilabel:`Expiry Duration`: configure to stop the actions after a specific amount of time (after
the scheduled date). When selected, a :guilabel:`Cancel after` field appears, in which the user the scheduled date). When selected, a :guilabel:`Cancel after` field appears, in which the user
can choose how many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to cease can choose how many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to cease after
after the initial date. the initial date.
- :guilabel:`Activity Filter`: domain related to this activity (and all subsequent Child - :guilabel:`Activity Filter`: domain related to this activity (and all subsequent child
Activities). activities).
- :guilabel:`Applied Filter`: activity will *only* be performed if it satisfies the specified - :guilabel:`Applied Filter`: activity will *only* be performed if it satisfies the specified domain
domain (filter). (filter).
After the activity's settings are fully configured, click :guilabel:`Save & Close` to finish After the activity's settings are fully configured, click :guilabel:`Save & Close` to save the
creating the activity. activity and return to the marketing automation campaign form, :guilabel:`Save & New` to save the
activity and immediately create another one in a fresh :guilabel:`Create Activities` pop-up window,
or :guilabel:`Discard` to delete the activity and return to the marketing automation campaign form.
Workflow activity Workflow activity
================= =================
Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where each activity will be Once an activity is saved, the :guilabel:`Workflow Activity` section appears at the bottom of the
shown as a graph by default. The configured trigger time for that activity can be found to the left marketing automation campaign form. Each activity is displayed as a line graph.
of the :guilabel:`Workflow Activity` card.
In the :guilabel:`Workflow Activity` section, there is also the number of activities that are The configured :guilabel:`Trigger` time for that activity can be found to the left of the
successful or rejected. The :guilabel:`Success` and :guilabel:`Rejected` numbers are color-coded :guilabel:`Workflow Activity` card in the :guilabel:`Workflow` section.
in the graph for easy reference (in green and red, respectively).
Once the activity has been triggered, a figure representing the number of :guilabel:`Success` or
:guilabel:`Rejected` activities will be displayed to the right of the graph.
.. image:: workflow_activities/workflow-activity.png .. image:: workflow_activities/workflow-activity.png
:align: center :align: center
@ -47,20 +54,23 @@ in the graph for easy reference (in green and red, respectively).
.. tip:: .. tip::
If the :guilabel:`Activity Type` of the activity is set to :guilabel:`Email`, there are more If the :guilabel:`Activity Type` of the activity is set to :guilabel:`Email`, there are more
in-depth analytics beneath the :guilabel:`Workflow Activity` data detailing how many emails have in-depth analytics beneath the activity graph data, detailing how many emails have been
been :guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`, :guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`, :guilabel:`Replied`
:guilabel:`Replied` to, or :guilabel:`Bounced`. to, or :guilabel:`Bounced`.
Child activities Child activities
================ ================
Odoo also has the option to :guilabel:`Add Child Activity`. *Child Activities* are sub-activities There is also the option to add a *child activity* by clicking :guilabel:`Add child activity`,
that are connected to (and triggered by) the activity above it, which is also known as its *Parent located at the bottom of each activity block in the :guilabel:`Workflow` section of a marketing
Activity*. automation form.
Odoo provides a number of triggering options to launch a :guilabel:`Child Activity` - all of which Child activities are sub-activities that are connected to (and triggered by) the activity above it,
depend on the trigger configurations related to the parent activity. Under the desired parent which is also known as its *parent activity*.
activity, hover over :guilabel:`Add child activity`, and select the trigger:
Odoo provides a number of triggering options to launch a child activity - all of which depend on the
trigger configurations related to the parent activity. Under the desired parent activity, hover over
:guilabel:`Add child activity`, and select any of the following triggers:
- :guilabel:`Add Another Activity`: instantly add another activity. - :guilabel:`Add Another Activity`: instantly add another activity.
- :guilabel:`Opened`: the next activity will be triggered if the (email) recipient opens the - :guilabel:`Opened`: the next activity will be triggered if the (email) recipient opens the
@ -76,6 +86,7 @@ activity, hover over :guilabel:`Add child activity`, and select the trigger:
link included in the mailing. link included in the mailing.
- :guilabel:`Bounced`: the next activity will be triggered if the mailing is bounced (not sent). - :guilabel:`Bounced`: the next activity will be triggered if the mailing is bounced (not sent).
Once a trigger is selected, the user can configure the child activity (it has the same Once a trigger is selected, the user can configure the child activity (it has the same configuration
configuration options as a regular activity) and click :guilabel:`Save & Close`` to finish creating options as a regular activity), and click :guilabel:`Save & Close` to finish creating the child
the child activity. activity, which will then be displayed in the :guilabel:`Workflow` section, in a slightly indented
position beneath its parent activity.