[REM] marketing automation: remove docs (#878)
These pages document very straightforward screens and flows users can easily figure out without dedicated documentation. Besides, those screens are frequently reworked, requiring to maintain the related pages closely. This commit then removes low-value pages to reduce the technical debt and allow focusing on actually useful documentation pages. Docs removed: - automate_actions.rst - segment.rst - test.rst
@ -7,5 +7,4 @@ Marketing Automation
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.. toctree::
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:titlesonly:
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marketing_automation/overview
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marketing_automation/advanced
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@ -73,9 +73,4 @@ for the last 15 days.
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.. note::
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Every time a new record is added to the *Target* model, it will be automatically added to the
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workflow, and, it will start the workflow from the beginning (parent action).
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.. seealso::
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- :doc:`../overview/automate_actions`
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- :doc:`../overview/segment`
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- :doc:`../overview/test`
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workflow, and, it will start the workflow from the beginning (parent action).
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@ -1,10 +0,0 @@
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/automate_actions
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overview/segment
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overview/test
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@ -1,59 +0,0 @@
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======================================
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Automate Actions and Create a Workflow
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======================================
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Automated workflows are a sign that you are building intelligent, data-driven, multifaceted
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campaigns to enable the delivery of the right message, to the right prospects, at the right time.
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It also speeds up processes and creates a seamless experience for employees.
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Segment and create a campaign
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=============================
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Go to :menuselection:`Campaigns --> Create`.
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| In the example below, the *Marketing Automation* application is fully integrated with *Contacts*.
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| But it can also be integrated with other apps like CRM, as long as they are installed in your
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database.
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.. image:: media/auto1.png
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:align: center
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:alt: Create workflows in Odoo Marketing Automation
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| Depending on the criteria, the *target model updates itself* while the campaign is running. That
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means that every new record that meets the criteria will be added to the workflow.
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| Example: a campaign starts for leads that have no salesman assigned. If at some point, those leads
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get to have a salesman assigned to it, the campaign will stop running.
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Create a parent activity and start to build a workflow
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======================================================
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Click on *Add new activity*.
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.. image:: media/auto2.png
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:align: center
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:alt: Create workflows in Odoo Marketing Automation
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*Trigger* is the field to set for the activity to start to de deployed.
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Adopt an *Expiry Duration* if you would like to stop actions from being executed after a certain
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amount of time and in subsequence to the trigger.
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Under *Domain* you can narrow down your target, even more, applying filters for this specific
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activity.
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Add Child Activities
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--------------------
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| A *child activity* is an action that will take place based on a condition.
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| You can either create or add a child activity if on the previous one: the email was opened or not,
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the email was replied or not, the link was clicked or not, the email bounced back.
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.. image:: media/auto3.png
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:align: center
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:height: 350
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:alt: Create workflows in Odoo Marketing Automation
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.. seealso::
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- :doc:`segment`
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@ -1,66 +0,0 @@
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=================================
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Segment the Database with Filters
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=================================
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Filters let you reach a granular level of detail in your records.
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How to work with filters
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========================
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When working with filters, you will see that some of the rules have an arrow button next to it,
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informing you that the parameter has more variables within it.
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.. image:: media/filters1.png
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:align: center
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:height: 350
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:alt: Filters in Odoo Marketing Automation
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| More than one parameter line - *node* (+) - can be added under what is called a *branch* (...).
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| To exclude a *node* or a *branch*, click on *Delete node* (x).
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.. image:: media/filters2.png
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:align: center
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:alt: Filters in Odoo Marketing Automation
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Every time a new branch is created, you can choose if you would like the records to match *all*
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criteria of the upcoming rules, or *any*, meaning one rule or the other.
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Use cases
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=========
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- **Scenario**: narrow the target down to new opportunities in the pipeline.
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.. image:: media/filters3.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the target down to suppliers.
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.. image:: media/filters4.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the leads down to the ones that contain a certain tag name.
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.. image:: media/filters5.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the target down to the attendees of a specific event that purchase a specific
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category of ticket.
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.. image:: media/filters6.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the target down to the employees who have kids.
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.. image:: media/filters7.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the target down to records with a helpdesk ticket solved.
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.. image:: media/filters8.png
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:alt: Filters in Odoo Marketing Automation
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.. seealso::
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- :doc:`automate_actions`
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@ -1,53 +0,0 @@
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==================================
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Launch a Test and Start a Campaign
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==================================
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Before starting a campaign, launching a test allows you to run the workflow on a test contact and
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view the sequence of events in action, avoiding mistakes.
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Launch a test
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=============
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| Click on *Launch a test*.
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| Once you have selected the test contact, *Run* the parent activity and the subsequent ones as
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needed.
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*Run* and *Stop* activities individually. To stop the whole workflow click on *Stop*.
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.. image:: media/test1.png
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:align: center
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:height: 350
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:alt: Create workflows in Odoo Marketing Automation
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.. note::
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Launching a test does not add data to your metrics with the purpose of not introducing wrong
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inputs to reports.
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Start and stop a workflow
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=========================
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Click on *Start* to run the workflow, and on *Stop* to interrupt it. The interruption and new start
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can happen at any moment. The current status will be shown on the status bar.
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.. image:: media/test2.png
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:align: center
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:alt: Create workflows in Odoo Marketing Automation
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Participants and their specific workflow
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========================================
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*Participants* are all the records that have ever been involved in the campaign.
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.. image:: media/test3.png
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:align: center
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:alt: Create workflows in Odoo Marketing Automation
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If you click on *Participants* and open a record, you will find the specific activities the record
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went/are/will go through, as well as when the workflow was triggered to him. If you wish to cancel
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an activity click on *Cancel*.
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.. seealso::
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- :doc:`automate_actions`
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- :doc:`segment`
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