From dc45e4719adaa8f4b82da4a54074820dfdbe6242 Mon Sep 17 00:00:00 2001 From: samueljlieber Date: Wed, 12 Feb 2025 20:40:07 +0000 Subject: [PATCH] [IMP] marketing automation: content improvements closes odoo/documentation#12061 X-original-commit: 8f1d5d428c2bbb6f420577d02c28d5eef7678096 Signed-off-by: Samuel Lieber (sali) --- .../marketing/marketing_automation.rst | 37 ++++++++----------- 1 file changed, 15 insertions(+), 22 deletions(-) diff --git a/content/applications/marketing/marketing_automation.rst b/content/applications/marketing/marketing_automation.rst index efbb1c7b6..b6d2198c5 100644 --- a/content/applications/marketing/marketing_automation.rst +++ b/content/applications/marketing/marketing_automation.rst @@ -4,11 +4,11 @@ Marketing Automation ==================== -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 +Use the Odoo **Marketing Automation** application 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 +While the application is designed to be user-friendly for creating, launching, and reviewing marketing campaigns, it also provides advanced features to automate repetitive tasks throughout the database. @@ -43,19 +43,15 @@ with a :ref:`campaign template `. 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. +To begin, make sure the **Marketing Automation** application is :ref:`installed `. .. important:: - Installing the *Marketing Automation* application also installs the :doc:`Email Marketing - ` app, as most features of Odoo *Marketing Automation* are dependent on that + 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*. + 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. @@ -71,9 +67,8 @@ 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. +To create a campaign, navigate to the :menuselection:`Marketing Automation` application and click +the :guilabel:`New` button to reveal a new campaign form. .. _marketing_automation/campaign-templates: @@ -89,22 +84,21 @@ To get started with a template, navigate to the :menuselection:`Marketing Automa from the main Odoo dashboard, to open the :guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template ` cards: -- | :guilabel:`🏷️ Tag Hot Contacts` +- | :icon:`fa-tag` :guilabel:`Tag Hot Contacts` | :guilabel:`Send a welcome email to contacts and tag them if they click it.` -- | :guilabel:`✌️ Welcome Flow` +- | :icon:`fa-hand-peace-o` :guilabel:`Welcome Flow` | :guilabel:`Send a welcome email to new subscribers, remove the address that bounced.` - | :icon:`fa-check-square` :doc:`Double Opt-in ` | :guilabel:`Send an email to new recipients to confirm their consent.` -- | :guilabel:`🔍 Commercial prospection` +- | :icon:`fa-search` :guilabel:`Commercial prospection` | :guilabel:`Send a free catalog and follow-up according to reactions.` -- | :guilabel:`📞 Schedule Calls` +- | :icon:`fa-phone` :guilabel:`Schedule Calls` | :guilabel:`If a lead is created for existing contact, schedule a call with their salesperson.` -- | :guilabel:`⭐️ Prioritize Hot leads` +- | :icon:`fa-star` :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: Six campaign template cards on the Campaigns dashboard of the Marketing Automation app. These templates are designed to be used as starting points for creating new campaigns. Click one of @@ -112,8 +106,7 @@ the template cards to open the campaign form. .. 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`. + a campaign that does **not** exist in the database into the search bar, then press :kbd:`Enter`. 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.