diff --git a/content/applications/marketing/marketing_automation.rst b/content/applications/marketing/marketing_automation.rst index 984ed97d5..5d091d141 100644 --- a/content/applications/marketing/marketing_automation.rst +++ b/content/applications/marketing/marketing_automation.rst @@ -1,121 +1,204 @@ :show-content: -:hide-page-toc: ==================== Marketing Automation ==================== -The Odoo *Marketing Automation* app automates a variety of marketing tasks by combining specific -rules and filters to generate timed actions. Instead of manually having to build each stage of a -campaign (like a series of timed massmails), the *Marketing Automation* app allows marketers to -build the entire campaign, and all of its stages, in one place---on one dashboard. +The Odoo *Marketing Automation* application enables users to create dynamic campaigns with actions +that automatically occur within a defined duration, such as sending a series of timed mass emails or +engaging with leads based on their interactions with marketing campaigns. + +While the application is designed to be user-friendly for quickly creating, launching, and reviewing +marketing campaigns, it also provides advanced features to automate repetitive tasks throughout the +database. + +Get started by creating a :ref:`new campaign from scratch ` or start +with a :ref:`campaign template `. .. seealso:: `Odoo Tutorials: Marketing `_ -Campaign configuration -====================== +.. cards:: -To create a new automated marketing campaign, navigate to :menuselection:`Marketing Automation app ---> New` to reveal a blank campaign form. + .. card:: Target an audience + :target: marketing_automation/target_audience -.. image:: marketing_automation/blank-marketing-campaign-form.png + Configure the target audience for a campaign. + + .. card:: Workflow activities + :target: marketing_automation/workflow_activities + + Define the activities that occur within a campaign. + + .. card:: Testing/running campaigns + :target: marketing_automation/testing_running + + Launch a test or run a campaign. + + .. card:: Campaign metrics + :target: marketing_automation/understanding_metrics + + Review the metrics of a campaign. + +Configuration +============= + +To install the *Marketing Automation* application, navigate to the :menuselection:`Apps application` +and search for `Marketing Automation`. + +In the list of results, click the :guilabel:`Activate` button on the :guilabel:`Marketing +Automation` application to install it. + +.. important:: + Installing the *Marketing Automation* application also installs the :doc:`Email Marketing + ` app, as most features of Odoo *Marketing Automation* are dependent on that + specific application. + + Additionally, install the :doc:`CRM <../sales/crm>` and :doc:`SMS Marketing ` + applications to access *all* of the features available in *Marketing Automation*. + + The following documentation assumes that all three of these dependent applications are installed + on the database. + +.. _marketing_automation/campaigns: + +Campaigns +========= + +A *campaign* refers to a workflow of activities that are automatically executed to a target +audience, based on predefined filters, triggers, and durations of activities. + +A new campaign can be created from scratch or from a :ref:`template +`. + +To create a campaign, navigate to the :menuselection:`Marketing Automation` application, from the +main Odoo dashboard, to open the :guilabel:`Campaigns` dashboard. From here, click the +:guilabel:`New` button to reveal a new campaign form. + +.. _marketing-automation/campaign-templates: + +Campaign templates +------------------ + +Odoo provides six campaign templates to help users get started. The campaign template cards **only** +display when there are no existing campaigns in the database. Once a campaign has been created, the +template cards on the *Campaigns* dashboard are replaced with a Kanban view of the existing +campaigns. + +To get started with a template, navigate to the :menuselection:`Marketing Automation` application, +from the main Odoo dashboard, to open the :guilabel:`Campaigns` dashboard, which displays six +campaign template cards: + +- | :guilabel:`🏷️ Tag Hot Contacts` + | :guilabel:`Send a welcome email to contacts and tag them if they click it.` +- | :guilabel:`✌️ Welcome Flow` + | :guilabel:`Send a welcome email to new subscribers, remove the address that bounced.` +- | :guilabel:`☑️ Double Opt-in` + | :guilabel:`Send an email to new recipients to confirm their consent.` +- | :guilabel:`🔍 Commercial prospection` + | :guilabel:`Send a free catalog and follow-up according to reactions.` +- | :guilabel:`📞 Schedule Calls` + | :guilabel:`If a lead is created for existing contact, schedule a call with their salesperson.` +- | :guilabel:`⭐️ Prioritize Hot leads` + | :guilabel:`Send an email to new leads and assign them a high priority if they open it.` + +.. image:: marketing_automation/campaigns-dashboard.png :align: center - :alt: A blank marketing automation campaign form in Odoo Marketing Automation application. + :alt: Six campaign template cards on the Campaigns dashboard of the Marketing Automation app. -After entering a name for the marketing campaign, configure the target audience in the remaining -fields. +These templates are designed to be used as starting points for creating new campaigns. Click one of +the template cards to open the campaign form. -A target audience can be configured by entering specific criteria for Odoo to use when determining -to whom this marketing automation campaign should be sent. +.. tip:: + To display the campaign template cards again after a campaign has been created, type the name of + a campaign that does **not** exist in the database into the :guilabel:`Search...` bar, then press + :kbd:`Enter`. -In the :guilabel:`Target` field, use the drop-down menu to choose which model the target audience -filters should be based on (e.g. :guilabel:`Contact`, :guilabel:`Lead/Opportunity`, -:guilabel:`Sales Order`, etc.). + For example, searching for `empty` displays the campaign template cards again, as long as there + is not a campaign with the name "empty" in the database. -Select :guilabel:`Search More...` from the drop-down menu to reveal a :guilabel:`Search: Target` -pop-up window containing all of the available targeting options. +Targets and filters +=================== -Once a :guilabel:`Target` is selected, there's a :guilabel:`Unicity based on` field. This field is -used to avoid duplicates based on the model chosen in the :guilabel:`Target` field. +On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section, also referred to as the +domain, contains the fields used to define the target audience for the campaign's reach (i.e., +the unique contact records in the database). -.. example:: - If :guilabel:`Customers` is chosen as the :guilabel:`Target`, select :guilabel:`Email` in the - :guilabel:`Unicity based on` field so Odoo only processes one record for each customer email - address. +The target audience specifies the type of records available for use in the campaign, such as +*Lead/Opportunity*, *Event Registration*, *Contact*, and more. -Select :guilabel:`Search More...` from the :guilabel:`Unicity based on` drop-down menu to reveal all -available options in a pop-up window. +Records +------- -Last on the campaign form is the :guilabel:`Filter` field. This is where more specific targeting -options can be layered into the campaign to further narrow the number and type of recipients that -receive the marketing automation material. +The contacts in the system that fit the specified criteria for a campaign are referred to as +*records*. -If left alone, the :guilabel:`Filter` field reads: :guilabel:`Match all records`. That means Odoo -uses the :guilabel:`Target` and :guilabel:`Unicity based on` fields to determine who the recipients -will be. The number of recipients is represented beneath as :guilabel:`record(s)`. +The number of records that are displayed next to the campaign :guilabel:`Filter` represent the total +number of records the campaign is targeting. -Campaign filter rules ---------------------- +Participants +------------ -To add a more specific filter to a marketing automation campaign, click the :guilabel:`Add -condition` button in the :guilabel:`Filter` field. Doing so reveals a series of other configurable -filter rule fields. +The records that are engaged by the campaign are referred to as *participants*. -In the rule fields, customizable equations can be configured for Odoo to use when filtering who to -include or exclude in this specific marketing campaign. +The number of participants engaged in a test run are shown in the *Tests* smart button, which +displays on the top of the campaign form after a test has been run. -.. image:: marketing_automation/filter-node-equation-fields.png - :align: center - :alt: How the filter rule equation fields look in Odoo Marketing Automation campaigns. - -.. note:: - :guilabel:`Records` refer to contacts in the system that fit the specified criteria for a - campaign. - -Also, once :guilabel:`Add condition` is clicked, the ability to :guilabel:`Save as Favorite Filter` -becomes available on the campaign form. - -There is also the option to match records with :guilabel:`all` or :guilabel:`any` of the rules -configured in the :guilabel:`Filter` field. - -To choose either of those options, click :guilabel:`all` from the middle of the sentence -":guilabel:`Match records with all of the following rules`" to reveal a drop-down menu with those -options. - -.. image:: marketing_automation/match-all-any-rules-drop-down.png - :align: center - :alt: Match records with all or any of the rules in Filter field for marketing campaigns. - -When the first field of the rule equation is clicked, a nested drop-down menu of options appears on -the screen where specific criteria is chosen based on needs of the campaign. - -The remaining fields on the rule equation further define the criteria, which is used to determine -which records in the database to include or exclude in the execution of the campaign. - -To add another rule, either click the :guilabel:`➕ (plus sign)` icon to the right of the filtering -rule, or click :guilabel:`New Rule` beneath the rule equation fields. When either are clicked, a new -series of rule fields appears. - -To add a branch of multiple rules at the same time, click the :guilabel:`branch` icon, located to -the right of the :guilabel:`➕ (plus sign)` icon. When clicked, two additional sub-rule equation -fields appear beneath the initial rule. - -.. image:: marketing_automation/rule-branch-filter-sample.png - :align: center - :alt: Sample of how the rule branches look in the filter section of a marketing campaign. - -There is also the option to have the filter apply to :guilabel:`any` or :guilabel:`all` of the -configured branch rules. - -For further information on marketing automation campaign filter configuration, refer to the -:doc:`marketing_automation/target_audience` documentation. +The number of participants engaged in a running, or stopped, campaign are shown in the +*Participants* smart button at the top of the campaign form. .. seealso:: - - :doc:`marketing_automation/target_audience` - - :doc:`marketing_automation/workflow_activities` - - :doc:`marketing_automation/testing_running` - - :doc:`marketing_automation/understanding_metrics` + :doc:`Target an audience ` + +Workflow +======== + +A *workflow* consists of an activity, many activities, or a sequence of activities organized in a +campaign. A campaign's workflow is defined in the :guilabel:`Workflow` section of the campaign form. + +Activities +---------- + +*Activities* are the methods of communication or server actions, organized in a workflow, that are +executed within a campaign. Once running, each activity displays the number of participants that +are engaged by the activity as *Success* and *Rejected* counts. + +To create one of the following activities, click :guilabel:`Add new activity` in the +:guilabel:`Workflow` section of the campaign form: + +- :guilabel:`Email`: send an email to the target audience. +- :guilabel:`SMS`: send an SMS to the target audience. +- :guilabel:`Server Action`: executes an automated action. + +.. seealso:: + :doc:`marketing_automation/workflow_activities` + +Testing and running +=================== + +Once a campaign has been created, it can be tested to ensure the workflow is functioning as +expected, to check for errors, and correct any mistakes before it reaches its target audience. + +After testing, the campaign can be launched to start engaging the target audience. The campaign can +also be launched *without* testing, if the user is confident in the workflow. + +.. seealso:: + :doc:`marketing_automation/testing_running` + +Reporting +========= + +A range of reporting metrics are available to measure the success of each campaign. Navigate to +:menuselection:`Marketing Automation app --> Reporting` to access the following menu options: + +- :guilabel:`Link Tracker`: displays the metrics of links to track the number of clicks. +- :guilabel:`Traces`: displays the results of all activities from all campaigns. +- :guilabel:`Participants`: displays an overview of the participants of all campaigns. + +Additionally, each activity within the workflow of a campaign displays its engagement metrics. + +.. seealso:: + :doc:`marketing_automation/understanding_metrics` .. toctree:: :titlesonly: diff --git a/content/applications/marketing/marketing_automation/blank-marketing-campaign-form.png b/content/applications/marketing/marketing_automation/blank-marketing-campaign-form.png deleted file mode 100644 index 2c8776080..000000000 Binary files a/content/applications/marketing/marketing_automation/blank-marketing-campaign-form.png and /dev/null differ diff --git a/content/applications/marketing/marketing_automation/campaigns-dashboard.png b/content/applications/marketing/marketing_automation/campaigns-dashboard.png new file mode 100644 index 000000000..3a9bf04c1 Binary files /dev/null and b/content/applications/marketing/marketing_automation/campaigns-dashboard.png differ diff --git a/content/applications/marketing/marketing_automation/filter-node-equation-fields.png b/content/applications/marketing/marketing_automation/filter-node-equation-fields.png deleted file mode 100644 index 88d76d3e3..000000000 Binary files a/content/applications/marketing/marketing_automation/filter-node-equation-fields.png and /dev/null differ diff --git a/content/applications/marketing/marketing_automation/match-all-any-rules-drop-down.png b/content/applications/marketing/marketing_automation/match-all-any-rules-drop-down.png deleted file mode 100644 index 2034543e0..000000000 Binary files a/content/applications/marketing/marketing_automation/match-all-any-rules-drop-down.png and /dev/null differ diff --git a/content/applications/marketing/marketing_automation/rule-branch-filter-sample.png b/content/applications/marketing/marketing_automation/rule-branch-filter-sample.png deleted file mode 100644 index 18772db16..000000000 Binary files a/content/applications/marketing/marketing_automation/rule-branch-filter-sample.png and /dev/null differ