From a62e5958cbd5cebc83f613303027d243cc17e520 Mon Sep 17 00:00:00 2001 From: "Sam Lieber (sali)" Date: Wed, 3 May 2023 21:17:52 +0000 Subject: [PATCH] [IMP] marketing: workflow_activities.rst - Format fixes closes odoo/documentation#4742 X-original-commit: a09ca7bd0fbc0cdae767b04ed2093e2fafd7e16d Signed-off-by: Zachary Straub (zst) --- .../getting_started/workflow_activities.rst | 77 +++++++++++-------- 1 file changed, 44 insertions(+), 33 deletions(-) diff --git a/content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst b/content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst index eda26e9ee..7dc44206e 100644 --- a/content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst +++ b/content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst @@ -2,44 +2,51 @@ 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.