diff --git a/marketing_automation.rst b/marketing_automation.rst index f977b9d4a..82061be86 100644 --- a/marketing_automation.rst +++ b/marketing_automation.rst @@ -7,5 +7,4 @@ Marketing Automation .. toctree:: :titlesonly: - marketing_automation/overview marketing_automation/advanced diff --git a/marketing_automation/advanced/understanding_metrics.rst b/marketing_automation/advanced/understanding_metrics.rst index a54440bdb..72791a8b1 100644 --- a/marketing_automation/advanced/understanding_metrics.rst +++ b/marketing_automation/advanced/understanding_metrics.rst @@ -73,9 +73,4 @@ for the last 15 days. .. note:: Every time a new record is added to the *Target* model, it will be automatically added to the - workflow, and, it will start the workflow from the beginning (parent action). - -.. seealso:: - - :doc:`../overview/automate_actions` - - :doc:`../overview/segment` - - :doc:`../overview/test` + workflow, and, it will start the workflow from the beginning (parent action). \ No newline at end of file diff --git a/marketing_automation/overview.rst b/marketing_automation/overview.rst deleted file mode 100644 index 66cb772a4..000000000 --- a/marketing_automation/overview.rst +++ /dev/null @@ -1,10 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/automate_actions - overview/segment - overview/test \ No newline at end of file diff --git a/marketing_automation/overview/automate_actions.rst b/marketing_automation/overview/automate_actions.rst deleted file mode 100644 index d27374c36..000000000 --- a/marketing_automation/overview/automate_actions.rst +++ /dev/null @@ -1,59 +0,0 @@ -====================================== -Automate Actions and Create a Workflow -====================================== -Automated workflows are a sign that you are building intelligent, data-driven, multifaceted -campaigns to enable the delivery of the right message, to the right prospects, at the right time. -It also speeds up processes and creates a seamless experience for employees. - -Segment and create a campaign -============================= -Go to :menuselection:`Campaigns --> Create`. - -| In the example below, the *Marketing Automation* application is fully integrated with *Contacts*. -| But it can also be integrated with other apps like CRM, as long as they are installed in your - database. - - -.. image:: media/auto1.png - :align: center - :alt: Create workflows in Odoo Marketing Automation - - -| Depending on the criteria, the *target model updates itself* while the campaign is running. That - means that every new record that meets the criteria will be added to the workflow. -| Example: a campaign starts for leads that have no salesman assigned. If at some point, those leads - get to have a salesman assigned to it, the campaign will stop running. - - -Create a parent activity and start to build a workflow -====================================================== -Click on *Add new activity*. - - -.. image:: media/auto2.png - :align: center - :alt: Create workflows in Odoo Marketing Automation - -*Trigger* is the field to set for the activity to start to de deployed. - -Adopt an *Expiry Duration* if you would like to stop actions from being executed after a certain -amount of time and in subsequence to the trigger. - -Under *Domain* you can narrow down your target, even more, applying filters for this specific -activity. - - -Add Child Activities --------------------- -| A *child activity* is an action that will take place based on a condition. -| You can either create or add a child activity if on the previous one: the email was opened or not, - the email was replied or not, the link was clicked or not, the email bounced back. - - -.. image:: media/auto3.png - :align: center - :height: 350 - :alt: Create workflows in Odoo Marketing Automation - -.. seealso:: - - :doc:`segment` \ No newline at end of file diff --git a/marketing_automation/overview/media/auto1.png b/marketing_automation/overview/media/auto1.png deleted file mode 100644 index 746130139..000000000 Binary files a/marketing_automation/overview/media/auto1.png and /dev/null differ diff --git a/marketing_automation/overview/media/auto2.png b/marketing_automation/overview/media/auto2.png deleted file mode 100644 index 1e6c83df3..000000000 Binary files a/marketing_automation/overview/media/auto2.png and /dev/null differ diff --git a/marketing_automation/overview/media/auto3.png b/marketing_automation/overview/media/auto3.png deleted file mode 100644 index 2f73ebf08..000000000 Binary files a/marketing_automation/overview/media/auto3.png and /dev/null differ diff --git a/marketing_automation/overview/media/filters1.png b/marketing_automation/overview/media/filters1.png deleted file mode 100644 index de928b029..000000000 Binary files a/marketing_automation/overview/media/filters1.png and /dev/null differ diff --git a/marketing_automation/overview/media/filters2.png b/marketing_automation/overview/media/filters2.png deleted file mode 100644 index 260c37b6c..000000000 Binary files a/marketing_automation/overview/media/filters2.png and /dev/null differ diff --git a/marketing_automation/overview/media/filters3.png b/marketing_automation/overview/media/filters3.png deleted file mode 100644 index 6d7f68739..000000000 Binary files a/marketing_automation/overview/media/filters3.png and /dev/null differ diff --git a/marketing_automation/overview/media/filters4.png b/marketing_automation/overview/media/filters4.png deleted file mode 100644 index a0a44ef0a..000000000 Binary files a/marketing_automation/overview/media/filters4.png and /dev/null differ diff --git a/marketing_automation/overview/media/filters5.png b/marketing_automation/overview/media/filters5.png deleted file mode 100644 index 716a0999b..000000000 Binary files a/marketing_automation/overview/media/filters5.png and /dev/null differ diff --git a/marketing_automation/overview/media/filters6.png b/marketing_automation/overview/media/filters6.png deleted file mode 100644 index 1687d6818..000000000 Binary files a/marketing_automation/overview/media/filters6.png and /dev/null differ diff --git a/marketing_automation/overview/media/filters7.png b/marketing_automation/overview/media/filters7.png deleted file mode 100644 index 10801c12a..000000000 Binary files a/marketing_automation/overview/media/filters7.png and /dev/null differ diff --git a/marketing_automation/overview/media/filters8.png b/marketing_automation/overview/media/filters8.png deleted file mode 100644 index 7456e4321..000000000 Binary files a/marketing_automation/overview/media/filters8.png and /dev/null differ diff --git a/marketing_automation/overview/media/test1.png b/marketing_automation/overview/media/test1.png deleted file mode 100644 index 0373f9bef..000000000 Binary files a/marketing_automation/overview/media/test1.png and /dev/null differ diff --git a/marketing_automation/overview/media/test2.png b/marketing_automation/overview/media/test2.png deleted file mode 100644 index 0979ca51c..000000000 Binary files a/marketing_automation/overview/media/test2.png and /dev/null differ diff --git a/marketing_automation/overview/media/test3.png b/marketing_automation/overview/media/test3.png deleted file mode 100644 index f730398e7..000000000 Binary files a/marketing_automation/overview/media/test3.png and /dev/null differ diff --git a/marketing_automation/overview/segment.rst b/marketing_automation/overview/segment.rst deleted file mode 100644 index d6060f58e..000000000 --- a/marketing_automation/overview/segment.rst +++ /dev/null @@ -1,66 +0,0 @@ -================================= -Segment the Database with Filters -================================= -Filters let you reach a granular level of detail in your records. - -How to work with filters -======================== -When working with filters, you will see that some of the rules have an arrow button next to it, -informing you that the parameter has more variables within it. - - -.. image:: media/filters1.png - :align: center - :height: 350 - :alt: Filters in Odoo Marketing Automation - - -| More than one parameter line - *node* (+) - can be added under what is called a *branch* (...). -| To exclude a *node* or a *branch*, click on *Delete node* (x). - - -.. image:: media/filters2.png - :align: center - :alt: Filters in Odoo Marketing Automation - - -Every time a new branch is created, you can choose if you would like the records to match *all* -criteria of the upcoming rules, or *any*, meaning one rule or the other. - - -Use cases -========= - -- **Scenario**: narrow the target down to new opportunities in the pipeline. - - .. image:: media/filters3.png - :alt: Filters in Odoo Marketing Automation - -- **Scenario**: narrow the target down to suppliers. - - .. image:: media/filters4.png - :alt: Filters in Odoo Marketing Automation - -- **Scenario**: narrow the leads down to the ones that contain a certain tag name. - - .. image:: media/filters5.png - :alt: Filters in Odoo Marketing Automation - -- **Scenario**: narrow the target down to the attendees of a specific event that purchase a specific - category of ticket. - - .. image:: media/filters6.png - :alt: Filters in Odoo Marketing Automation - -- **Scenario**: narrow the target down to the employees who have kids. - - .. image:: media/filters7.png - :alt: Filters in Odoo Marketing Automation - -- **Scenario**: narrow the target down to records with a helpdesk ticket solved. - - .. image:: media/filters8.png - :alt: Filters in Odoo Marketing Automation - -.. seealso:: - - :doc:`automate_actions` \ No newline at end of file diff --git a/marketing_automation/overview/test.rst b/marketing_automation/overview/test.rst deleted file mode 100644 index 8bf5efaa5..000000000 --- a/marketing_automation/overview/test.rst +++ /dev/null @@ -1,53 +0,0 @@ -================================== -Launch a Test and Start a Campaign -================================== -Before starting a campaign, launching a test allows you to run the workflow on a test contact and -view the sequence of events in action, avoiding mistakes. - -Launch a test -============= -| Click on *Launch a test*. -| Once you have selected the test contact, *Run* the parent activity and the subsequent ones as - needed. - *Run* and *Stop* activities individually. To stop the whole workflow click on *Stop*. - - -.. image:: media/test1.png - :align: center - :height: 350 - :alt: Create workflows in Odoo Marketing Automation - - -.. note:: - Launching a test does not add data to your metrics with the purpose of not introducing wrong - inputs to reports. - - -Start and stop a workflow -========================= -Click on *Start* to run the workflow, and on *Stop* to interrupt it. The interruption and new start -can happen at any moment. The current status will be shown on the status bar. - - -.. image:: media/test2.png - :align: center - :alt: Create workflows in Odoo Marketing Automation - - -Participants and their specific workflow -======================================== -*Participants* are all the records that have ever been involved in the campaign. - - -.. image:: media/test3.png - :align: center - :alt: Create workflows in Odoo Marketing Automation - - -If you click on *Participants* and open a record, you will find the specific activities the record -went/are/will go through, as well as when the workflow was triggered to him. If you wish to cancel -an activity click on *Cancel*. - -.. seealso:: - - :doc:`automate_actions` - - :doc:`segment` \ No newline at end of file