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[IMP] marketing: workflow_activities.rst - Format fixes

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closes odoo/documentation#4746

X-original-commit: a09ca7bd0f
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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Sam Lieber (sali) 2023-05-03 21:17:52 +00:00 committed by Zachary Straub (ZST)
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content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst
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Marketing activities
====================
When creating a campaign in the :guilabel:`Marketing Automation` app, users can plan marketing
activities such as email or SMS campaigns. To get started, navigate to the :guilabel:`Workflow`
area, and click :guilabel:`Add New Activity`. A blank activity template will appear where
parameters can be set for that specific activity.
When creating a campaign in the *Marketing Automation* app, users can plan marketing activities,
such as email or SMS campaigns.
When :guilabel:`Add New Activity` is selected, a blank activity template will appear with the
following customizable fields:
To get started, navigate to the bottom of a marketing automation campaign detail form, and click
: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
:align: center
:alt: An activity template in Odoo Marketing Automation.
- :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:`Trigger`: choose when this activity should be triggered.
- :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
can choose how many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to cease
after the initial date.
- :guilabel:`Activity Filter`: domain related to this activity (and all subsequent Child
Activities).
- :guilabel:`Applied Filter`: activity will *only* be performed if it satisfies the specified
domain (filter).
can choose how many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to cease after
the initial date.
- :guilabel:`Activity Filter`: domain related to this activity (and all subsequent child
activities).
- :guilabel:`Applied Filter`: activity will *only* be performed if it satisfies the specified domain
(filter).
After the activity's settings are fully configured, click :guilabel:`Save & Close` to finish
creating the activity.
After the activity's settings are fully configured, click :guilabel:`Save & Close` to save the
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
=================
Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where each activity will be
shown as a graph by default. The configured trigger time for that activity can be found to the left
of the :guilabel:`Workflow Activity` card.
Once an activity is saved, the :guilabel:`Workflow Activity` section appears at the bottom of the
marketing automation campaign form. Each activity is displayed as a line graph.
In the :guilabel:`Workflow Activity` section, there is also the number of activities that are
successful or rejected. The :guilabel:`Success` and :guilabel:`Rejected` numbers are color-coded
in the graph for easy reference (in green and red, respectively).
The configured :guilabel:`Trigger` time for that activity can be found to the left of the
:guilabel:`Workflow Activity` card in the :guilabel:`Workflow` section.
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
:align: center
@ -47,20 +54,23 @@ in the graph for easy reference (in green and red, respectively).
.. tip::
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
been :guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`,
:guilabel:`Replied` to, or :guilabel:`Bounced`.
in-depth analytics beneath the activity graph data, detailing how many emails have been
:guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`, :guilabel:`Replied`
to, or :guilabel:`Bounced`.
Child activities
================
Odoo also has the option to :guilabel:`Add Child Activity`. *Child Activities* are sub-activities
that are connected to (and triggered by) the activity above it, which is also known as its *Parent
Activity*.
There is also the option to add a *child activity* by clicking :guilabel:`Add child activity`,
located at the bottom of each activity block in the :guilabel:`Workflow` section of a marketing
automation form.
Odoo provides a number of triggering options to launch a :guilabel:`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 the trigger:
Child activities are sub-activities that are connected to (and triggered by) the activity above it,
which is also known as its *parent activity*.
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:`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.
- :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
configuration options as a regular activity) and click :guilabel:`Save & Close`` to finish creating
the child activity.
Once a trigger is selected, the user can configure the child activity (it has the same configuration
options as a regular activity), and click :guilabel:`Save & Close` to finish creating the child
activity, which will then be displayed in the :guilabel:`Workflow` section, in a slightly indented
position beneath its parent activity.