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===============
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Getting started
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===============
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==============================
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Marketing automation campaigns
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==============================
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The Odoo *Marketing Automation* app automates a variety of marketing tasks, by combining specific
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The Odoo *Marketing Automation* app automates a variety of marketing tasks by combining specific
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rules and filters to generate timed actions. Instead of manually having to build each stage of a
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campaign (such as a series of timed massmails), the *Marketing Automation* app allows marketers to
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build the entire campaign, and all of its stages, in one place on a single dashboard.
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campaign (like a series of timed massmails), the *Marketing Automation* app allows marketers to
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build the entire campaign, and all of its stages, in one place---on one dashboard.
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Create a campaign
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=================
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Campaign configuration
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======================
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To create a new automated marketing campaign, open the :menuselection:`Marketing Automation` app,
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and click the :guilabel:`Create` button in the upper-left corner. Doing so reveals a blank marketing
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automation campaign detail form on a separate page.
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To create a new automated marketing campaign, navigate to :menuselection:`Marketing Automation app
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--> New` to reveal a blank campaign form.
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On the blank marketing automation campaign page, the following smart buttons and fields are
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available:
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.. image:: first_campaign/marketing-template-sample.png
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.. image:: first_campaign/blank-marketing-campaign-form.png
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:align: center
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:alt: A dashboard showing the creation of a new marketing automation campaign in Odoo.
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:alt: A blank marketing automation campaign form in Odoo Marketing Automation application.
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**Smart buttons**
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After entering a name for the marketing campaign, configure the target audience in the remaining
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fields.
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- :guilabel:`Templates`: represents the number of pre-configured mail templates being used in this
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particular campaign. (Templates can always be created on-the-fly, as well).
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- :guilabel:`SMS`: represents the number of personalized SMS messages connected to this campaign.
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- :guilabel:`Clicks`: represents the number of times attached links have been clicked by recipients
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of this campaign.
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- :guilabel:`Participants`: represents the number of contacts that have directly participated in
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this campaign.
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A target audience can be configured by entering specific criteria for Odoo to use when determining
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to whom this marketing automation campaign should be sent.
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**Fields**
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In the :guilabel:`Target` field, use the drop-down menu to choose which model the target audience
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filters should be based on (e.g. :guilabel:`Contact`, :guilabel:`Lead/Opportunity`,
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:guilabel:`Sales Order`, etc.).
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- :guilabel:`Name`: represents the name of the marketing automation campaign being created.
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- :guilabel:`Target`: this field is a drop-down menu to choose which model is targeted by this
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campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.).
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- :guilabel:`Filter`: this field provides numerous configurable criteria that can be used to further
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narrow down the target recipients/audience for the marketing automation campaign.
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Select :guilabel:`Search More...` from the drop-down menu to reveal a :guilabel:`Search: Target`
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pop-up window containing all of the available targeting options.
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Campaign filters
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================
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Once a :guilabel:`Target` is selected, there's a :guilabel:`Unicity based on` field. This field is
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used to avoid duplicates based on the model chosen in the :guilabel:`Target` field.
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To add a :guilabel:`Filter` to the target audience, click :guilabel:`Add Filter`, and a node field
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appears. In the node field, a custom equation can be configured for Odoo to use when filtering who
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to include (and exclude) in this specific marketing campaign.
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.. example::
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If :guilabel:`Customers` is chosen as the :guilabel:`Target`, select :guilabel:`Email` in the
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:guilabel:`Unicity based on` field so Odoo only processes one record for each customer email
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address.
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.. image:: first_campaign/filter-node.png
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Select :guilabel:`Search More...` from the :guilabel:`Unicity based on` drop-down menu to reveal all
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available options in a pop-up window.
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Last on the campaign form is the :guilabel:`Filter` field. This is where more specific targeting
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options can be layered into the campaign to further narrow the number and type of recipients that
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receive the marketing automation material.
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If left alone, the :guilabel:`Filter` field reads: :guilabel:`Match all records`. That means Odoo
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uses the :guilabel:`Target` and :guilabel:`Unicity based on` fields to determine who the recipients
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will be. The number of recipients is represented beneath as :guilabel:`record(s)`.
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Campaign filter rules
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---------------------
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To add a more specific filter to a marketing automation campaign, click the :guilabel:`Add
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condition` button in the :guilabel:`Filter` field. Doing so reveals a series of other configurable
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filter rule fields.
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In the rule fields, customizable equations can be configured for Odoo to use when filtering who to
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include or exclude in this specific marketing campaign.
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.. image:: first_campaign/filter-node-equation-fields.png
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:align: center
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:alt: A filter node in Odoo Marketing Automation.
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When the first field of the node is clicked, a nested drop-down menu of options appears on the
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screen, wherein specific criteria is chosen based on needs of the campaign. The remaining fields on
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the node further define the criteria determining which records to include (or exclude) in the
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execution of the campaign.
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To add another node, click the :guilabel:`➕ (plus sign)` icon to the right of the filtering rule. To
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add a branch of multiple nodes at the same time, click the :guilabel:`⋯ (ellipses)` icon.
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For further information on filters, refer to :doc:`this documentation page
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</applications/marketing/marketing_automation/getting_started/target_audience>`.
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:alt: How the filter rule equation fields look in Odoo Marketing Automation campaigns.
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.. note::
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:guilabel:`Records` represent the number of contacts in the system that fit the specified
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criteria for a campaign.
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:guilabel:`Records` refer to contacts in the system that fit the specified criteria for a
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campaign.
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Also, once :guilabel:`Add condition` is clicked, the ability to :guilabel:`Save as Favorite Filter`
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becomes available on the campaign form.
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There is also the option to match records with :guilabel:`all` or :guilabel:`any` of the rules
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configured in the :guilabel:`Filter` field.
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To choose either of those options, click :guilabel:`all` from the middle of the sentence
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":guilabel:`Match records with all of the following rules`" to reveal a drop-down menu with those
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options.
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.. image:: first_campaign/match-all-any-rules-drop-down.png
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:align: center
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:alt: Match records with all or any of the rules in Filter field for marketing campaigns.
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When the first field of the rule equation is clicked, a nested drop-down menu of options appears on
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the screen where specific criteria is chosen based on needs of the campaign.
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The remaining fields on the rule equation further define the criteria, which is used to determine
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which records in the database to include or exclude in the execution of the campaign.
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To add another rule, either click the :guilabel:`➕ (plus sign)` icon to the right of the filtering
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rule, or click :guilabel:`New Rule` beneath the rule equation fields. When either are clicked, a new
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series of rule fields appears.
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To add a branch of multiple rules at the same time, click the :guilabel:`branch` icon, located to
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the right of the :guilabel:`➕ (plus sign)` icon. When clicked, two additional sub-rule equation
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fields appear beneath the initial rule.
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.. image:: first_campaign/rule-branch-filter-sample.png
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:align: center
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:alt: Sample of how the rule branches look in the filter section of a marketing campaign.
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There is also the option to have the filter apply to :guilabel:`any` or :guilabel:`all` of the
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configured branch rules.
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For further information on marketing automation campaign filter configuration, refer to :doc:`this
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documentation page <target_audience>`.
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.. seealso::
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- :doc:`/applications/marketing/marketing_automation/getting_started/testing_running`
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- :doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities`
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- :doc:`workflow_activities`
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- :doc:`testing_running`
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