diff --git a/content/applications/marketing/marketing_automation/getting_started/first_campaign.rst b/content/applications/marketing/marketing_automation/getting_started/first_campaign.rst index df410cc05..96959fbcb 100644 --- a/content/applications/marketing/marketing_automation/getting_started/first_campaign.rst +++ b/content/applications/marketing/marketing_automation/getting_started/first_campaign.rst @@ -1,70 +1,110 @@ -=============== -Getting started -=============== +============================== +Marketing automation campaigns +============================== -The Odoo *Marketing Automation* app automates a variety of marketing tasks, by combining specific +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 (such as 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 a single dashboard. +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. -Create a campaign -================= +Campaign configuration +====================== -To create a new automated marketing campaign, open the :menuselection:`Marketing Automation` app, -and click the :guilabel:`Create` button in the upper-left corner. Doing so reveals a blank marketing -automation campaign detail form on a separate page. +To create a new automated marketing campaign, navigate to :menuselection:`Marketing Automation app +--> New` to reveal a blank campaign form. -On the blank marketing automation campaign page, the following smart buttons and fields are -available: - -.. image:: first_campaign/marketing-template-sample.png +.. image:: first_campaign/blank-marketing-campaign-form.png :align: center - :alt: A dashboard showing the creation of a new marketing automation campaign in Odoo. + :alt: A blank marketing automation campaign form in Odoo Marketing Automation application. -**Smart buttons** +After entering a name for the marketing campaign, configure the target audience in the remaining +fields. -- :guilabel:`Templates`: represents the number of pre-configured mail templates being used in this - particular campaign. (Templates can always be created on-the-fly, as well). -- :guilabel:`SMS`: represents the number of personalized SMS messages connected to this campaign. -- :guilabel:`Clicks`: represents the number of times attached links have been clicked by recipients - of this campaign. -- :guilabel:`Participants`: represents the number of contacts that have directly participated in - this campaign. +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. -**Fields** +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.). -- :guilabel:`Name`: represents the name of the marketing automation campaign being created. -- :guilabel:`Target`: this field is a drop-down menu to choose which model is targeted by this - campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.). -- :guilabel:`Filter`: this field provides numerous configurable criteria that can be used to further - narrow down the target recipients/audience for the marketing automation campaign. +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. -Campaign 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. -To add a :guilabel:`Filter` to the target audience, click :guilabel:`Add Filter`, and a node field -appears. In the node field, a custom equation can be configured for Odoo to use when filtering who -to include (and exclude) in this specific marketing campaign. +.. 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. -.. image:: first_campaign/filter-node.png +Select :guilabel:`Search More...` from the :guilabel:`Unicity based on` drop-down menu to reveal all +available options in a pop-up window. + +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. + +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)`. + +Campaign filter rules +--------------------- + +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. + +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. + +.. image:: first_campaign/filter-node-equation-fields.png :align: center - :alt: A filter node in Odoo Marketing Automation. - -When the first field of the node is clicked, a nested drop-down menu of options appears on the -screen, wherein specific criteria is chosen based on needs of the campaign. The remaining fields on -the node further define the criteria determining which records to include (or exclude) in the -execution of the campaign. - -To add another node, click the :guilabel:`➕ (plus sign)` icon to the right of the filtering rule. To -add a branch of multiple nodes at the same time, click the :guilabel:`⋯ (ellipses)` icon. - -For further information on filters, refer to :doc:`this documentation page -`. + :alt: How the filter rule equation fields look in Odoo Marketing Automation campaigns. .. note:: - :guilabel:`Records` represent the number of contacts in the system that fit the specified - criteria for a campaign. + :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:: first_campaign/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:: first_campaign/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 :doc:`this +documentation page `. .. seealso:: - - :doc:`/applications/marketing/marketing_automation/getting_started/testing_running` - - :doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities` + - :doc:`workflow_activities` + - :doc:`testing_running` diff --git a/content/applications/marketing/marketing_automation/getting_started/first_campaign/blank-marketing-campaign-form.png b/content/applications/marketing/marketing_automation/getting_started/first_campaign/blank-marketing-campaign-form.png new file mode 100644 index 000000000..2c8776080 Binary files /dev/null and b/content/applications/marketing/marketing_automation/getting_started/first_campaign/blank-marketing-campaign-form.png differ diff --git a/content/applications/marketing/marketing_automation/getting_started/first_campaign/filter-node-equation-fields.png b/content/applications/marketing/marketing_automation/getting_started/first_campaign/filter-node-equation-fields.png new file mode 100644 index 000000000..88d76d3e3 Binary files /dev/null and b/content/applications/marketing/marketing_automation/getting_started/first_campaign/filter-node-equation-fields.png differ diff --git a/content/applications/marketing/marketing_automation/getting_started/first_campaign/filter-node.png b/content/applications/marketing/marketing_automation/getting_started/first_campaign/filter-node.png deleted file mode 100644 index a42d15192..000000000 Binary files a/content/applications/marketing/marketing_automation/getting_started/first_campaign/filter-node.png and /dev/null differ diff --git a/content/applications/marketing/marketing_automation/getting_started/first_campaign/marketing-template-sample.png b/content/applications/marketing/marketing_automation/getting_started/first_campaign/marketing-template-sample.png deleted file mode 100644 index 0611fbf0f..000000000 Binary files a/content/applications/marketing/marketing_automation/getting_started/first_campaign/marketing-template-sample.png and /dev/null differ diff --git a/content/applications/marketing/marketing_automation/getting_started/first_campaign/match-all-any-rules-drop-down.png b/content/applications/marketing/marketing_automation/getting_started/first_campaign/match-all-any-rules-drop-down.png new file mode 100644 index 000000000..2034543e0 Binary files /dev/null and b/content/applications/marketing/marketing_automation/getting_started/first_campaign/match-all-any-rules-drop-down.png differ diff --git a/content/applications/marketing/marketing_automation/getting_started/first_campaign/rule-branch-filter-sample.png b/content/applications/marketing/marketing_automation/getting_started/first_campaign/rule-branch-filter-sample.png new file mode 100644 index 000000000..18772db16 Binary files /dev/null and b/content/applications/marketing/marketing_automation/getting_started/first_campaign/rule-branch-filter-sample.png differ