[I18N] *: export latest terms
As per usual, leave off developer.pot and contributing.pot since we don't translate them (not useful, can't really contribute to/dev in Odoo without knowing English) closes odoo/documentation#10816 Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
This commit is contained in:
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e82d329a53
@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-07-23 10:38+0000\n"
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"POT-Creation-Date: 2024-08-21 07:41+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@ -971,6 +971,26 @@ msgstr ""
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msgid "Your scheduled actions should be `idempotent <https://stackoverflow.com/a/1077421/3332416>`_: they must not cause side-effects if they are started more often than expected."
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msgstr ""
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#: ../../content/administration/odoo_sh/advanced/frequent_technical_questions.rst:36
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msgid "How can I automate tasks when an IP address change occurs?"
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msgstr ""
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#: ../../content/administration/odoo_sh/advanced/frequent_technical_questions.rst:38
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msgid "**Odoo.sh notifies project administrators of IP address changes.** Additionally, when the IP address of a production instance changes, an HTTP `GET` request is made to the path `/_odoo.sh/ip-change` with the new IP address included as a query string parameter (`new`), along with the previous IP address as an additional parameter (`old`)."
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msgstr ""
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#: ../../content/administration/odoo_sh/advanced/frequent_technical_questions.rst:43
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msgid "This mechanism allows custom actions to be applied in response to the IP address change (e.g., sending an email, contacting a firewall API, configuring database objects, etc.)"
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msgstr ""
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#: ../../content/administration/odoo_sh/advanced/frequent_technical_questions.rst:46
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msgid "For security reasons, the `/_odoo.sh/ip-change` route is accessible only internally by the platform itself and returns a `403` response if accessed through any other means."
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msgstr ""
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#: ../../content/administration/odoo_sh/advanced/frequent_technical_questions.rst:49
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msgid "Here is a pseudo-implementation example:"
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msgstr ""
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#: ../../content/administration/odoo_sh/advanced/submodules.rst:6
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#: ../../content/administration/odoo_sh/getting_started/settings.rst:170
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msgid "Submodules"
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@ -2833,14 +2853,15 @@ msgstr ""
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#: ../../content/administration/supported_versions.rst:35
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#: ../../content/administration/supported_versions.rst:41
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#: ../../content/administration/supported_versions.rst:47
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#: ../../content/administration/supported_versions.rst:48
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#: ../../content/administration/supported_versions.rst:49
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#: ../../content/administration/supported_versions.rst:77
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#: ../../content/administration/supported_versions.rst:78
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#: ../../content/administration/supported_versions.rst:79
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#: ../../content/administration/supported_versions.rst:95
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#: ../../content/administration/supported_versions.rst:96
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#: ../../content/administration/supported_versions.rst:97
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#: ../../content/administration/supported_versions.rst:53
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#: ../../content/administration/supported_versions.rst:54
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#: ../../content/administration/supported_versions.rst:55
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#: ../../content/administration/supported_versions.rst:59
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#: ../../content/administration/supported_versions.rst:60
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#: ../../content/administration/supported_versions.rst:61
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#: ../../content/administration/supported_versions.rst:65
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#: ../../content/administration/supported_versions.rst:66
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#: ../../content/administration/supported_versions.rst:67
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msgid "|green|"
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msgstr ""
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@ -4908,197 +4929,133 @@ msgid "End of support"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:34
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msgid "Odoo saas~17.2"
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msgid "Odoo saas~17.4"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:36
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#: ../../content/administration/supported_versions.rst:37
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#: ../../content/administration/supported_versions.rst:42
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#: ../../content/administration/supported_versions.rst:43
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#: ../../content/administration/supported_versions.rst:54
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#: ../../content/administration/supported_versions.rst:55
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#: ../../content/administration/supported_versions.rst:60
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#: ../../content/administration/supported_versions.rst:61
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#: ../../content/administration/supported_versions.rst:66
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#: ../../content/administration/supported_versions.rst:67
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#: ../../content/administration/supported_versions.rst:72
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#: ../../content/administration/supported_versions.rst:73
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#: ../../content/administration/supported_versions.rst:84
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#: ../../content/administration/supported_versions.rst:85
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#: ../../content/administration/supported_versions.rst:90
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#: ../../content/administration/supported_versions.rst:91
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#: ../../content/administration/supported_versions.rst:48
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#: ../../content/administration/supported_versions.rst:49
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msgid "N/A"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:38
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msgid "April 2024"
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msgid "July 2024"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:40
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msgid "Odoo saas~17.1"
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msgid "Odoo saas~17.2"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:44
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msgid "January 2024"
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msgid "April 2024"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:46
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msgid "**Odoo 17.0**"
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msgid "Odoo saas~17.1"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:50
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#: ../../content/administration/supported_versions.rst:105
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msgid "November 2023"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:51
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msgid "October 2026 (planned)"
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msgid "January 2024"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:52
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msgid "Odoo saas~16.4"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:53
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#: ../../content/administration/supported_versions.rst:59
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#: ../../content/administration/supported_versions.rst:65
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#: ../../content/administration/supported_versions.rst:71
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#: ../../content/administration/supported_versions.rst:83
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#: ../../content/administration/supported_versions.rst:89
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#: ../../content/administration/supported_versions.rst:101
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#: ../../content/administration/supported_versions.rst:102
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#: ../../content/administration/supported_versions.rst:103
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#: ../../content/administration/supported_versions.rst:107
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#: ../../content/administration/supported_versions.rst:108
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#: ../../content/administration/supported_versions.rst:109
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#: ../../content/administration/supported_versions.rst:113
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#: ../../content/administration/supported_versions.rst:114
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#: ../../content/administration/supported_versions.rst:115
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msgid "|red|"
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msgid "**Odoo 17.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:56
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msgid "August 2023"
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#: ../../content/administration/supported_versions.rst:75
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msgid "November 2023"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:57
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msgid "October 2026 (planned)"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:58
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msgid "Odoo saas~16.3"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:62
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msgid "June 2023"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:64
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msgid "Odoo saas~16.2"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:68
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msgid "March 2023"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:70
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msgid "Odoo saas~16.1"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:74
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msgid "February 2023"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:76
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msgid "**Odoo 16.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:80
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#: ../../content/administration/supported_versions.rst:111
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#: ../../content/administration/supported_versions.rst:62
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#: ../../content/administration/supported_versions.rst:81
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msgid "October 2022"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:81
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#: ../../content/administration/supported_versions.rst:63
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msgid "November 2025 (planned)"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:82
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msgid "Odoo saas~15.2"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:86
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msgid "March 2022"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:87
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msgid "January 2023"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:88
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msgid "Odoo saas~15.1"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:92
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msgid "February 2022"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:93
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msgid "July 2022"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:94
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#: ../../content/administration/supported_versions.rst:64
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msgid "**Odoo 15.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:98
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#: ../../content/administration/supported_versions.rst:68
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msgid "October 2021"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:99
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#: ../../content/administration/supported_versions.rst:69
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msgid "November 2024 (planned)"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:100
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#: ../../content/administration/supported_versions.rst:70
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msgid "**Odoo 14.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:104
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#: ../../content/administration/supported_versions.rst:71
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#: ../../content/administration/supported_versions.rst:72
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#: ../../content/administration/supported_versions.rst:73
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#: ../../content/administration/supported_versions.rst:77
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#: ../../content/administration/supported_versions.rst:78
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#: ../../content/administration/supported_versions.rst:79
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#: ../../content/administration/supported_versions.rst:83
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#: ../../content/administration/supported_versions.rst:84
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#: ../../content/administration/supported_versions.rst:85
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msgid "|red|"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:74
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msgid "October 2020"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:106
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#: ../../content/administration/supported_versions.rst:76
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msgid "**Odoo 13.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:110
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#: ../../content/administration/supported_versions.rst:80
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msgid "October 2019"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:112
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#: ../../content/administration/supported_versions.rst:82
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msgid "Older versions"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:116
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#: ../../content/administration/supported_versions.rst:86
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msgid "Before 2019"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:117
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#: ../../content/administration/supported_versions.rst:87
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msgid "Before 2022"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:119
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#: ../../content/administration/supported_versions.rst:89
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msgid "Legend"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:121
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#: ../../content/administration/supported_versions.rst:91
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msgid "|green| Supported version"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:123
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#: ../../content/administration/supported_versions.rst:93
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msgid "|red| End-of-support"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:125
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#: ../../content/administration/supported_versions.rst:95
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msgid "N/A Never released for this platform"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:128
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#: ../../content/administration/supported_versions.rst:98
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msgid "Even though we don't support older versions, you can always `upgrade from any version <https://upgrade.odoo.com/>`_."
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msgstr ""
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@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-07-23 10:38+0000\n"
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"POT-Creation-Date: 2024-08-21 07:41+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@ -1236,15 +1236,15 @@ msgid "Now, click on :guilabel:`Add (+)`, located in the top menu, and then sele
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msgstr ""
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#: ../../content/applications/general/email_communication/azure_oauth.rst:36
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msgid "Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the platform, and then input `https://<odoo base url>/microsoft_outlook/confirm` in the :guilabel:`URL` field. The Odoo base URL is the canonical domain at which your Odoo instance can be reached in the URL field."
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msgid "Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the platform, and then input `https://<web base url>/microsoft_outlook/confirm` in the :guilabel:`URL` field. The `web.base.url` is subject to change depending on the URL used to log in to the database."
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msgstr ""
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#: ../../content/applications/general/email_communication/azure_oauth.rst:41
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msgid "*mydatabase.odoo.com*, where *mydatabase* is the actual prefix of the database's subdomain, assuming it's hosted on Odoo.com"
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msgid "The documentation about the :ref:`web.base.url <domain-name/web-base-url>` explains how to freeze a unique URL. It is also possible to add different redirect URLs on the Microsoft app."
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msgstr ""
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#: ../../content/applications/general/email_communication/azure_oauth.rst:44
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msgid "After the URL has been added to the field, :guilabel:`Register` the application so it is created."
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msgid "After the URL has been added to the field, :guilabel:`Register` the application, so it is created."
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msgstr ""
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#: ../../content/applications/general/email_communication/azure_oauth.rst:47
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-04-29 10:38+0000\n"
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"POT-Creation-Date: 2024-08-21 07:41+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:17
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#: ../../content/applications/marketing/email_marketing.rst:219
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#: ../../content/applications/marketing/email_marketing.rst:220
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#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:74
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msgid ":doc:`/applications/marketing/email_marketing/mailing_lists`"
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msgstr ""
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msgid ":doc:`/applications/marketing/email_marketing/unsubscriptions`"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:21
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#: ../../content/applications/marketing/email_marketing.rst:19
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msgid ":doc:`/applications/marketing/email_marketing/analyze_metrics`"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:22
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msgid "Email marketing dashboard"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:23
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#: ../../content/applications/marketing/email_marketing.rst:24
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msgid "To get started, click on the :menuselection:`Email Marketing` app icon, located on the main Odoo dashboard, which leads to the main :guilabel:`Email Marketing` dashboard (in the default kanban view)."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:27
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#: ../../content/applications/marketing/email_marketing.rst:28
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msgid "To see all the mailings in the database, remove the default :guilabel:`My Mailings` filter from the search bar."
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msgstr ""
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msgid "View of the main dashboard of the Odoo Email Marketing application."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:35
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#: ../../content/applications/marketing/email_marketing.rst:36
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msgid "In the search bar, by default, the filter: :guilabel:`My Mailings` is present. That means the only information being seen (at that time) on the :guilabel:`Email Marketing` dashboard are emails that the current user has created, sent, or is responsible for."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:39
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#: ../../content/applications/marketing/email_marketing.rst:40
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msgid "This filter can be removed by clicking the :guilabel:`X` next to :guilabel:`My Mailings` in the search bar. Doing so, reveals all the information for every email in the database."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:43
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#: ../../content/applications/marketing/email_marketing.rst:44
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msgid "Default kanban view and stages"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:45
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#: ../../content/applications/marketing/email_marketing.rst:46
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msgid "The four kanban columns each represent the various stages of emails that have been built or sent within the *Email Marketing* application."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:48
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#: ../../content/applications/marketing/email_marketing.rst:49
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msgid "The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, :guilabel:`Sent`."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:50
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#: ../../content/applications/marketing/email_marketing.rst:51
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msgid ":guilabel:`Draft`: means the email is still being written/created."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:51
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#: ../../content/applications/marketing/email_marketing.rst:52
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msgid ":guilabel:`In Queue`: means the email is scheduled, and sent at a later date."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:52
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#: ../../content/applications/marketing/email_marketing.rst:53
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msgid ":guilabel:`Sending`: means the email is currently being sent to its recipients."
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msgstr ""
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||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:53
|
||||
#: ../../content/applications/marketing/email_marketing.rst:54
|
||||
msgid ":guilabel:`Sent`: means the email has already been sent to its recipients."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:55
|
||||
#: ../../content/applications/marketing/email_marketing.rst:56
|
||||
msgid "In each stage, there are drag-and-drop cards representing the email campaigns that have been created, and the stage they are in represents the current status of that mailing."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:58
|
||||
#: ../../content/applications/marketing/email_marketing.rst:59
|
||||
msgid "Each mailing block on the :guilabel:`Email Marketing` dashboard provides key information related to that specific email."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:61
|
||||
#: ../../content/applications/marketing/email_marketing.rst:62
|
||||
msgid "When the cursor hovers over the upper-right corner of an email campaign card, three vertical dots (:guilabel:`⋮`) appear. When clicked, a mini drop-down menu reveals the option to color-code the email :guilabel:`Delete` the email altogether, or :guilabel:`Archive` the message for potential future use."
|
||||
msgstr ""
|
||||
|
||||
@ -111,16 +115,16 @@ msgstr ""
|
||||
msgid "View of the three-dot drop-down menu on the Odoo Email Marketing dashboard."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:70
|
||||
#: ../../content/applications/marketing/email_marketing.rst:71
|
||||
msgid "In the upper-right corner of the main :guilabel:`Email Marketing` dashboard, there are other view options to choose from: :guilabel:`List` and :guilabel:`Graph`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:74
|
||||
#: ../../content/applications/marketing/email_marketing.rst:75
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:420
|
||||
msgid "List view"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:76
|
||||
#: ../../content/applications/marketing/email_marketing.rst:77
|
||||
msgid "The :guilabel:`List` view (represented by the :guilabel:`☰ (three vertical lines)` icon) provides the same key information, but in a classic list format."
|
||||
msgstr ""
|
||||
|
||||
@ -128,11 +132,11 @@ msgstr ""
|
||||
msgid "How the List view appears in the Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:84
|
||||
#: ../../content/applications/marketing/email_marketing.rst:85
|
||||
msgid "Graph view"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:86
|
||||
#: ../../content/applications/marketing/email_marketing.rst:87
|
||||
msgid "The :guilabel:`Graph` view (represented by the :guilabel:`📊 (bar graph)` icon) provides the same key information, but in a variety of customizable graph (and chart) layouts."
|
||||
msgstr ""
|
||||
|
||||
@ -140,31 +144,31 @@ msgstr ""
|
||||
msgid "How the Graph view appears in the Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:93
|
||||
#: ../../content/applications/marketing/email_marketing.rst:94
|
||||
msgid "In the upper-left corner, there is a :guilabel:`Measures` menu, providing even more filter options to further customize the graph views."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:96
|
||||
#: ../../content/applications/marketing/email_marketing.rst:97
|
||||
msgid "Those :guilabel:`Measures` options are: :guilabel:`A/B Testing percentage`, :guilabel:`Color Index`, and :guilabel:`Count` (which is selected, by default)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:100
|
||||
#: ../../content/applications/marketing/email_marketing.rst:101
|
||||
msgid "Filters, Group By, and Favorites search options"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:102
|
||||
#: ../../content/applications/marketing/email_marketing.rst:103
|
||||
msgid "Regardless of the view chosen for the :guilabel:`Email Marketing` dashboard, the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Favorites` options are always available."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:105
|
||||
#: ../../content/applications/marketing/email_marketing.rst:106
|
||||
msgid "These options provide various ways to specify and organize the information seen on the :guilabel:`Email Marketing` dashboard."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:110
|
||||
#: ../../content/applications/marketing/email_marketing.rst:111
|
||||
msgid "Filters"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:112
|
||||
#: ../../content/applications/marketing/email_marketing.rst:113
|
||||
msgid "This drop-down menu provides different ways to filter email campaigns on the dashboard. The options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`Archived`, and :guilabel:`Add Custom Filter`. If :guilabel:`Add Custom Filter` is selected, Odoo reveals an additional drop-down menu, with three customizable fields to fill in, in order to retrieve results that fit more specific criteria."
|
||||
msgstr ""
|
||||
|
||||
@ -172,19 +176,19 @@ msgstr ""
|
||||
msgid "View of filters drop-down menu options on the Odoo Email Marketing dashboard."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:121
|
||||
#: ../../content/applications/marketing/email_marketing.rst:122
|
||||
msgid "Group By"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:123
|
||||
#: ../../content/applications/marketing/email_marketing.rst:124
|
||||
msgid "This drop-down menu provides additional ways to organize the data on the dashboard by grouping them in specific ways. Using this drop-down menu, the data can be grouped by the messages' :guilabel:`Status`, or who it was :guilabel:`Sent By`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:127
|
||||
#: ../../content/applications/marketing/email_marketing.rst:128
|
||||
msgid "There is also the option to group the data by :guilabel:`Sent Period`, which has its own sub-menu of options to choose from. The :guilabel:`Sent Period` options are :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`, :guilabel:`Week`, and :guilabel:`Day`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:131
|
||||
#: ../../content/applications/marketing/email_marketing.rst:132
|
||||
msgid "If none of the above :guilabel:`Group By` options deliver the desired results, click :guilabel:`Add Custom Group` at the bottom of the drop-down menu. Doing so reveals a new field, wherein custom criteria can be selected and applied, thus delivering any grouping of data that may be desired."
|
||||
msgstr ""
|
||||
|
||||
@ -192,11 +196,11 @@ msgstr ""
|
||||
msgid "View of the Group By drop-down menu on the Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:139
|
||||
#: ../../content/applications/marketing/email_marketing.rst:140
|
||||
msgid "Favorites"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:141
|
||||
#: ../../content/applications/marketing/email_marketing.rst:142
|
||||
msgid "This drop-down menu provides different ways to incorporate past search filters and other record-related options to customize the dashboard. The options are: :guilabel:`Save current search`, :guilabel:`Import records`, :guilabel:`Add to my dashboard`, and :guilabel:`Add to Google Spreadsheet`."
|
||||
msgstr ""
|
||||
|
||||
@ -204,11 +208,11 @@ msgstr ""
|
||||
msgid "View of the Favorites drop-down menu on the Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:150
|
||||
#: ../../content/applications/marketing/email_marketing.rst:151
|
||||
msgid "Settings"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:152
|
||||
#: ../../content/applications/marketing/email_marketing.rst:153
|
||||
msgid "To view (and modify) the *Email Marketing* settings, navigate to :menuselection:`Email Marketing application --> Configuration --> Settings`."
|
||||
msgstr ""
|
||||
|
||||
@ -216,31 +220,31 @@ msgstr ""
|
||||
msgid "View of the Settings page in the Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:159
|
||||
#: ../../content/applications/marketing/email_marketing.rst:160
|
||||
msgid "On this :guilabel:`Settings` page, there are three features available. The features are: :guilabel:`Mailing Campaigns`, :guilabel:`Blacklist Option when Unsubscribing`, and :guilabel:`Dedicated Server`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:163
|
||||
#: ../../content/applications/marketing/email_marketing.rst:164
|
||||
msgid ":guilabel:`Mailing Campaigns`: enables the option to manage mass mailing campaigns."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:164
|
||||
#: ../../content/applications/marketing/email_marketing.rst:165
|
||||
msgid ":guilabel:`Blacklist Option when Unsubscribing`: allows recipients to blacklist themselves from future mailings during the unsubscribing process."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:166
|
||||
#: ../../content/applications/marketing/email_marketing.rst:167
|
||||
msgid ":guilabel:`Dedicated Server`: provides the option to utilize a separate, dedicated server for mailings. When enabled, Odoo reveals a new field (and link), in which the specific server configurations must be entered, in order for it to connect properly to Odoo."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:171
|
||||
#: ../../content/applications/marketing/email_marketing.rst:172
|
||||
msgid "Create an email"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:173
|
||||
#: ../../content/applications/marketing/email_marketing.rst:174
|
||||
msgid "To create an email, open the :menuselection:`Email Marketing` application, and click the :guilabel:`Create` button in the upper-left corner."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:176
|
||||
#: ../../content/applications/marketing/email_marketing.rst:177
|
||||
msgid "Clicking :guilabel:`Create` reveals a blank email detail form."
|
||||
msgstr ""
|
||||
|
||||
@ -248,31 +252,31 @@ msgstr ""
|
||||
msgid "View of a blank email detail form in Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:182
|
||||
#: ../../content/applications/marketing/email_marketing.rst:183
|
||||
msgid "First, enter a :guilabel:`Subject` to the email. The :guilabel:`Subject` is visible in the recipients' inbox, allowing them to get quickly see what the message is about."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:186
|
||||
#: ../../content/applications/marketing/email_marketing.rst:187
|
||||
msgid "The :guilabel:`Subject` field is mandatory. An email can not be sent without a :guilabel:`Subject`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:190
|
||||
#: ../../content/applications/marketing/email_marketing.rst:191
|
||||
msgid "The :guilabel:`☺ (smiley face)` icon at the end of the :guilabel:`Subject` field (and :guilabel:`Preview Text` field) represents emojis. Click that :guilabel:`☺ (smiley face)` icon to reveal a menu of emojis that can be used in either field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:194
|
||||
#: ../../content/applications/marketing/email_marketing.rst:195
|
||||
msgid "Next, there is the option to enter some :guilabel:`Preview Text`. This text is a catchy preview sentence that encourages recipients to open the message. In most inboxes, this is displayed next to the subject."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:199
|
||||
#: ../../content/applications/marketing/email_marketing.rst:200
|
||||
msgid "Keep the :guilabel:`Preview Text` empty to show the first characters of the email content, instead."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:203
|
||||
#: ../../content/applications/marketing/email_marketing.rst:204
|
||||
msgid "Recipients"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:205
|
||||
#: ../../content/applications/marketing/email_marketing.rst:206
|
||||
msgid "After that, it's time to choose the recipients of this email, which can be completed in the :guilabel:`Recipients` field."
|
||||
msgstr ""
|
||||
|
||||
@ -280,67 +284,67 @@ msgstr ""
|
||||
msgid "View of recipients drop-down menu in the Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:212
|
||||
#: ../../content/applications/marketing/email_marketing.rst:213
|
||||
msgid "The default option is :guilabel:`Mailing List`. If :guilabel:`Mailing List` option is selected, a specific :guilabel:`Mailing List` needs to be chosen from the adjacent :guilabel:`Select mailing lists` field drop-down menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:216
|
||||
#: ../../content/applications/marketing/email_marketing.rst:217
|
||||
msgid "Then, Odoo will only send this email to contacts on that specific mailing list."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:221
|
||||
#: ../../content/applications/marketing/email_marketing.rst:222
|
||||
msgid "When the :guilabel:`Recipients` field is clicked, a drop-down menu of other options is revealed. Each option provides different ways Odoo can create a target audience for the email."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:224
|
||||
#: ../../content/applications/marketing/email_marketing.rst:225
|
||||
msgid "Those options (excluding the default :guilabel:`Mailing List`) provide the option to create a more specified recipient filter, in an equation-like format."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:227
|
||||
#: ../../content/applications/marketing/email_marketing.rst:228
|
||||
msgid "The :guilabel:`Recipients` field options are as follows:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:229
|
||||
#: ../../content/applications/marketing/email_marketing.rst:230
|
||||
msgid ":guilabel:`Applicant`: filter focuses on specific job applicants in the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:230
|
||||
#: ../../content/applications/marketing/email_marketing.rst:231
|
||||
msgid ":guilabel:`Contact`: filter focuses on specific contacts in the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:231
|
||||
#: ../../content/applications/marketing/email_marketing.rst:232
|
||||
msgid ":guilabel:`Event Registration`: filter focuses on people in the database who purchased event registrations."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:233
|
||||
#: ../../content/applications/marketing/email_marketing.rst:234
|
||||
msgid ":guilabel:`Event Track`: filter focuses on people in the database who hosted a specific talk (track) at an event."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:235
|
||||
#: ../../content/applications/marketing/email_marketing.rst:236
|
||||
msgid ":guilabel:`Lead/Opportunity`: filter focuses on leads or opportunities in the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:236
|
||||
#: ../../content/applications/marketing/email_marketing.rst:237
|
||||
msgid ":guilabel:`Mailing Contact`: filter focuses on specific mailing contacts in the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:237
|
||||
#: ../../content/applications/marketing/email_marketing.rst:238
|
||||
msgid ":guilabel:`Sales Order`: filter focuses on a specific sales orders in the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:239
|
||||
#: ../../content/applications/marketing/email_marketing.rst:240
|
||||
msgid "If the specified recipient fields don't automatically reveal themselves, simply click the :guilabel:`Add Filter` button beneath the :guilabel:`Recipients` field, and Odoo reveals the necessary equation fields to further drill down the target recipients for this mailing."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:244
|
||||
#: ../../content/applications/marketing/email_marketing.rst:245
|
||||
msgid "Add a recipient filter"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:246
|
||||
#: ../../content/applications/marketing/email_marketing.rst:247
|
||||
msgid "To add a more specified recipient filter, select any recipient option (other than :guilabel:`Mailing List`), and clicking :guilabel:`Add Filter`, if needed, to reveal three fields, formatted like an equation."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:250
|
||||
#: ../../content/applications/marketing/email_marketing.rst:251
|
||||
msgid "To reveal the sub-menu options, click each field, and make the desired selections, until the preferred configuration has been achieved. The number of :guilabel:`Records` that match the rule(s) are indicated to the right of the :guilabel:`Recipients` field, in green."
|
||||
msgstr ""
|
||||
|
||||
@ -348,28 +352,28 @@ msgstr ""
|
||||
msgid "View of how recipient filters can be customized in Odoo Email Marketing."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:259
|
||||
#: ../../content/applications/marketing/email_marketing.rst:260
|
||||
#: ../../content/applications/marketing/events/event_essentials.rst:191
|
||||
msgid "Some sub-menu options in the first rule field allow for a second choice to provide even more specificity."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:262
|
||||
#: ../../content/applications/marketing/email_marketing.rst:263
|
||||
msgid "To the right of each rule, are :guilabel:`× (Delete node)`, :guilabel:`+ (Add node)`, and :guilabel:`⋯ (Add branch)` icons."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:265
|
||||
#: ../../content/applications/marketing/email_marketing.rst:266
|
||||
msgid "The :guilabel:`× (Delete node)` icon deletes a specific node (line) of the rule. The :guilabel:`+ (Add node)` icon adds a node (line) to the rule. And, the :guilabel:`⋯ (Add branch)` icon adds a branch to the node. A branch means two additional, indented sub-nodes are added to the rule, providing even more specificity to the line above it."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:271
|
||||
#: ../../content/applications/marketing/email_marketing.rst:272
|
||||
msgid "Mail body tab"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:273
|
||||
#: ../../content/applications/marketing/email_marketing.rst:274
|
||||
msgid "At the bottom of the email form are two tabs: :guilabel:`Mail Body` and :guilabel:`Settings`. Let's focus on :guilabel:`Mail Body` tab first."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:276
|
||||
#: ../../content/applications/marketing/email_marketing.rst:277
|
||||
msgid "In the :guilabel:`Mail Body` tab, there are a number of pre-configured message templates to choose from. Select the desired template, and modify every element of its design details with Odoo's drag-and-drop building blocks, located on the right sidebar. Each building block provides unique features and professional design elements."
|
||||
msgstr ""
|
||||
|
||||
@ -377,23 +381,23 @@ msgstr ""
|
||||
msgid "View of the building blocks used to create mailings in Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:286
|
||||
#: ../../content/applications/marketing/email_marketing.rst:287
|
||||
msgid "To build an email from scratch, select the :guilabel:`Plain Text` template, and Odoo provides a blank email canvas, which can be customized in a number of ways - either by using the front-end rich text editor that accepts slash (:guilabel:`/`) commands, or with the XML code editor when :ref:`Developer Mode (debug mode) <developer-mode>` is engaged, and the :guilabel:`</>` icon is clicked."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:293
|
||||
#: ../../content/applications/marketing/email_marketing.rst:294
|
||||
msgid "Settings tab"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:295
|
||||
#: ../../content/applications/marketing/email_marketing.rst:296
|
||||
msgid "To the right of the :guilabel:`Mail Body` tab is the :guilabel:`Settings` tab."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:298
|
||||
#: ../../content/applications/marketing/email_marketing.rst:299
|
||||
msgid "The options available in the :guilabel:`Settings` tab will be different, depending on if the :guilabel:`Mailing Campaigns` feature is activated in the :guilabel:`Settings` page of the :menuselection:`Email Marketing` application (:menuselection:`Email Marketing --> Configuration --> Settings`)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:303
|
||||
#: ../../content/applications/marketing/email_marketing.rst:304
|
||||
msgid "Without the :guilabel:`Mailing Campaigns` feature activated, the :guilabel:`Settings` tab on the email detail form looks like this:"
|
||||
msgstr ""
|
||||
|
||||
@ -401,23 +405,23 @@ msgstr ""
|
||||
msgid "View of settings tab in Odoo Email Marketing app, without settings activated."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:310
|
||||
#: ../../content/applications/marketing/email_marketing.rst:311
|
||||
msgid ":guilabel:`Responsible`: choose an employee (in the database) to be responsible for this particular email."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:312
|
||||
#: ../../content/applications/marketing/email_marketing.rst:313
|
||||
msgid ":guilabel:`Send From`: designate an email alias that'll display as the sender of this particular email."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:314
|
||||
#: ../../content/applications/marketing/email_marketing.rst:315
|
||||
msgid ":guilabel:`Reply To`: designate an email alias to whom all the replies to this particular email will be sent."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:316
|
||||
#: ../../content/applications/marketing/email_marketing.rst:317
|
||||
msgid ":guilabel:`Attachments`: if any specific documents are required (or helpful) for this event invite, they can be sent along with this email, by clicking :guilabel:`ATTACH A FILE`, and adding the appropriate document(s)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:320
|
||||
#: ../../content/applications/marketing/email_marketing.rst:321
|
||||
msgid "When the :guilabel:`Mailing Campaigns` feature *is* activated, additional :guilabel:`Marketing` options appear in the :guilabel:`Settings` tab, which look like this:"
|
||||
msgstr ""
|
||||
|
||||
@ -425,15 +429,15 @@ msgstr ""
|
||||
msgid "View of settings tab in Odoo Email Marketing when settings are activated."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:327
|
||||
#: ../../content/applications/marketing/email_marketing.rst:328
|
||||
msgid "The additional features are: :guilabel:`Mailing Campaign`, :guilabel:`Allow A/B Testing`, and :guilabel:`A/B Testing percentage`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:331
|
||||
#: ../../content/applications/marketing/email_marketing.rst:332
|
||||
msgid "Mailing campaigns"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:333
|
||||
#: ../../content/applications/marketing/email_marketing.rst:334
|
||||
msgid "The :guilabel:`Mailing Campaign` field provides the option to add this particular email to a previously-made email campaign in the database. Click the empty field to reveal a drop-down menu containing all previously-made mailing campaigns in the database."
|
||||
msgstr ""
|
||||
|
||||
@ -441,19 +445,19 @@ msgstr ""
|
||||
msgid "View of a mailing campaign drop-down menu in Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:341
|
||||
#: ../../content/applications/marketing/email_marketing.rst:342
|
||||
msgid "If the desired campaign isn't available in the initial drop-down menu, select :guilabel:`Search More` to reveal a complete list of all mailing campaigns in the database. Or, type the name of the desired mailing campaign in the :guilabel:`Mailing Campaign` field, until Odoo reveals the desired campaign in the drop-down menu. Then, select the desired campaign."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:347
|
||||
#: ../../content/applications/marketing/email_marketing.rst:348
|
||||
msgid "Create new mailing campaign (from Settings tab)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:349
|
||||
#: ../../content/applications/marketing/email_marketing.rst:350
|
||||
msgid "To create a new campaign from this :guilabel:`Mailing Campaign` field, start typing the name of this new campaign, and select :guilabel:`Create [Campaign Name]` or :guilabel:`Create and Edit...`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:352
|
||||
#: ../../content/applications/marketing/email_marketing.rst:353
|
||||
msgid "Click :guilabel:`Create` to add this new mailing campaign to the database, and modify its settings in the future. And click :guilabel:`Create and Edit...` to add this new mailing campaign to the database, and Odoo reveals a pop-up window."
|
||||
msgstr ""
|
||||
|
||||
@ -461,31 +465,31 @@ msgstr ""
|
||||
msgid "View of the email mailing campaign pop-up window in Odoo Email Marketing application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:360
|
||||
#: ../../content/applications/marketing/email_marketing.rst:361
|
||||
msgid "Here, the new mailing campaign can be further customized. Adjust the :guilabel:`Campaign Name`, assign a :guilabel:`Responsible`, and add :guilabel:`Tags`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:363
|
||||
#: ../../content/applications/marketing/email_marketing.rst:364
|
||||
msgid "The top row of the :guilabel:`Create: Mailing Campaign` pop-up window is filled with analytical smart buttons. Each of which displays various metrics related to the campaign. When clicked, Odoo reveals a separate, more detailed page with even more in-depth statistics."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:367
|
||||
#: ../../content/applications/marketing/email_marketing.rst:368
|
||||
msgid "The option to instantly a new communication from this pop-up window is available in the upper-left corner. The adjustable status bar is located in the upper-right."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:370
|
||||
#: ../../content/applications/marketing/email_marketing.rst:371
|
||||
msgid "When all modifications are ready to be finalized, click :guilabel:`Save`. To delete the entire campaign, click :guilabel:`Discard`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:374
|
||||
#: ../../content/applications/marketing/email_marketing.rst:375
|
||||
msgid "Create new mailing campaign (from Campaigns page)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:376
|
||||
#: ../../content/applications/marketing/email_marketing.rst:377
|
||||
msgid "When the :guilabel:`Mailing Campaigns` feature is activated, a new :guilabel:`Campaigns` option appears in the header of the *Email Marketing* application. Campaigns can also be created on this :guilabel:`Campaigns` page in the *Email Marketing* app."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:380
|
||||
#: ../../content/applications/marketing/email_marketing.rst:381
|
||||
msgid "To do that, navigate to :menuselection:`Email Marketing app --> Campaigns --> Create`. When that's clicked, a pop-up window appears, in which the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can be added directly on the :guilabel:`Campaigns` dashboard."
|
||||
msgstr ""
|
||||
|
||||
@ -493,62 +497,202 @@ msgstr ""
|
||||
msgid "View of the campaign pop-up window in Odoo Email Marketing."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:388
|
||||
#: ../../content/applications/marketing/email_marketing.rst:389
|
||||
msgid "Click :guilabel:`Add` to add the campaign to the database, and freely edit it later on. Or, click :guilabel:`Edit` and Odoo reveals the campaign template form on a separate page, providing the opportunity to further edit the campaign, send communications related to the campaign, and analyze various metrics related to the campaign, via the smart buttons at the top of the form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:394
|
||||
#: ../../content/applications/marketing/email_marketing.rst:395
|
||||
msgid "A/B testing"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:396
|
||||
#: ../../content/applications/marketing/email_marketing.rst:397
|
||||
msgid "Back in the :guilabel:`Settings` tab of the mailing, if the :guilabel:`Allow A/B Testing` box is checked, recipients are only be mailed to once. This allows different mailings to be sent to randomly selected recipients. This tests the overall effectiveness of the mailing, and eliminates the need for duplicate messages."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:401
|
||||
#: ../../content/applications/marketing/email_marketing.rst:402
|
||||
msgid "The :guilabel:`A/B Testing percentage` field represents the percentage of contacts in the database that this message will be mailed to, as a part of the :guilabel:`A/B Testing`. Enter a number between `1-100`. The recipients are randomly chosen."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:406
|
||||
#: ../../content/applications/marketing/email_marketing.rst:407
|
||||
msgid "Send, schedule, or test"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:408
|
||||
#: ../../content/applications/marketing/email_marketing.rst:409
|
||||
msgid "After finalizing the mailing, Odoo provides the following options in the upper-left corner of the email template page. Those options are: :guilabel:`Send`, :guilabel:`Schedule`, and :guilabel:`Test`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:412
|
||||
#: ../../content/applications/marketing/email_marketing.rst:413
|
||||
msgid "While in :guilabel:`Edit` mode, there are also buttons to :guilabel:`Save` or :guilabel:`Discard` the mailing, as well."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:415
|
||||
#: ../../content/applications/marketing/email_marketing.rst:416
|
||||
msgid ":guilabel:`Send` - Click to have Odoo send the email to the desired recipients. When Odoo has sent the mailing, the status changes to *Sent*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:417
|
||||
#: ../../content/applications/marketing/email_marketing.rst:418
|
||||
msgid ":guilabel:`Schedule` - Click to reveal a pop-up window, in which a future date-time is chosen. Odoo sends the mailing to the desired recipients at that specified date-time. When a date-time is chosen, the status of the mailing changes to *In Queue*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:420
|
||||
#: ../../content/applications/marketing/email_marketing.rst:421
|
||||
msgid ":guilabel:`Test` - Click to reveal a pop-up window, in which Odoo allows a sample email to be sent for testing purposes. Enter the desired recipient's email address in the :guilabel:`Recipients` field, and click :guilabel:`Send Sample Mail`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:423
|
||||
#: ../../content/applications/marketing/email_marketing.rst:424
|
||||
msgid ":guilabel:`Save` - Click to save the mailing as a draft, which can be edited (and sent) at a later date. When clicked, the status of the mailing stays as :guilabel:`Draft`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:425
|
||||
#: ../../content/applications/marketing/email_marketing.rst:426
|
||||
msgid ":guilabel:`Discard` - Click to discard any changes that have been made since the last save."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:428
|
||||
#: ../../content/applications/marketing/email_marketing.rst:429
|
||||
msgid "When :guilabel:`Save` or :guilabel:`Discard` is selected (while in :guilabel:`Edit` mode), those options are replaced with an :guilabel:`Edit` button and a :guilabel:`Create` button. Click :guilabel:`Edit` to re-enter :guilabel:`Edit` mode. Click :guilabel:`Create` to start creating a new mailing."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing.rst:434
|
||||
#: ../../content/applications/marketing/email_marketing.rst:435
|
||||
msgid "By default, there's a daily limit applied for **all emails** sent throughout *all* applications. So, if there are remaining emails to be sent after a limit has been reached, those mailings *will not* be sent automatically the next day. The sending needs to be forced, by opening the email and clicking :guilabel:`Retry`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:3
|
||||
msgid "Analyze metrics"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:7
|
||||
msgid "To properly understand the success or failure of an email marketing campaign, it is necessary to monitor several key metrics. The insights gained from these metrics can then be used to optimize future campaigns. Odoo's **Email Marketing** application tracks several :ref:`key metrics <email-marketing/key-metrics>`, which can be interpreted to improve future campaigns."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:13
|
||||
msgid "View metrics"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:15
|
||||
msgid "After a mass mail has been sent, the results for that particular mailing are displayed in multiple locations."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:18
|
||||
msgid "To access the metrics for an individual mailing, navigate to :menuselection:`Email Marketing app --> Mailings`. Locate the specific mailing in the list view, and use the column headings to view the results for that mailing. Click on one of the mailings in the list to open the record. At the top of the record, detailed metrics are displayed as smart buttons."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:-1
|
||||
msgid "The smart buttons on a mass mailing, displaying the results of the message."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:27
|
||||
msgid "Below is a non-comprehensive selection of percentage-based metrics that are key for analyzing the success of an email marketing campaign."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:31
|
||||
msgid "Click on any smart button to see the recipient records for that respective metric."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:36
|
||||
msgid "Opened rate"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:38
|
||||
msgid "The :guilabel:`Opened` rate measures the percentage of emails opened by recipients against the total number of sent emails."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:41
|
||||
msgid "A high open rate may indicate the subject line was timely, compelling, and successfully prompted the recipients to view the message."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:44
|
||||
msgid "A low open rate may indicate the subject line failed to capture the recipients' interest. It could also indicate the email ended up in a spam or junk folder, due to having a poor sender reputation, or failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:50
|
||||
msgid "Replied rate"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:52
|
||||
msgid "The :guilabel:`Replied` rate measures the percentage of recipients who responded to the email directly against the total number of sent emails."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:55
|
||||
msgid "A high replied rate may indicate the email resonated with recipients, prompting them to take action or provide feedback."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:58
|
||||
msgid "A low replied rate may suggest that the message lacked relevance or did not contain a clear call-to-action."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:62
|
||||
msgid "Clicked rate"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:64
|
||||
msgid "The :guilabel:`Clicked` rate, represents the *Click Through Rate (CTR)*, which measures the percentage of recipients who clicked on a link within the email against the total number of sent emails."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:68
|
||||
msgid "A high |CTR| may indicate the email content was relevant and appropriately targeted. Recipients were motivated to click the links provided, and likely found the content engaging."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:71
|
||||
msgid "A low |CTR| may indicate issues with either the targeting, or the content itself. If there were any calls to action, recipients may have been unmotivated, or the message itself may have been directed toward the wrong audience."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:76
|
||||
msgid "Received rate"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:78
|
||||
msgid "The *Received* rate measures the percentage of emails successfully delivered against the total number of sent emails."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:81
|
||||
msgid "A high received rate can indicate the mailing list used is up-to-date and the sender authentication is trusted by email providers."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:84
|
||||
msgid "A low received rate may indicate issues with either the mailing list used for the mailing, or with the sender authentication. View the :ref:`email-marketing/deliverability-issues` section for more information."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:89
|
||||
msgid "Bounced rate"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:91
|
||||
msgid "The *Bounced* rate measures the percentage of emails unsuccessfully delivered, against the total number of sent emails."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:94
|
||||
msgid "A high bounce rate could indicate issues with either the mailing list used for the mailing, or with the sender authentication."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:97
|
||||
msgid "A low bounce rate may indicate the mailing list used is up-to-date and the sender authentication is trusted by email providers. View the :ref:`email-marketing/deliverability-issues` section for more information."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:104
|
||||
msgid "Deliverability issues"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:106
|
||||
msgid "The following defines possible reasons for a high bounce rate or low received rate:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:108
|
||||
msgid "Using a mailing list that contains outdated contact information, or malformed email addresses, is likely to result in a high bounce rate and/or a low received rate."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:110
|
||||
msgid "Mailings sent using a *From* email address that differs from the sender's domain are likely to bounce with certain email providers, due to failing :doc:`DMARC authentication <../../general/email_communication/email_domain>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:113
|
||||
msgid "Failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>` can also result in a high bounce rate."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:117
|
||||
msgid ":doc:`Mailing campaigns <../email_marketing>`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:118
|
||||
msgid ":doc:`Manage unsubscriptions <unsubscriptions>`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:3
|
||||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:15
|
||||
msgid "Mailing lists"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -8,7 +8,7 @@ msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2024-07-23 10:38+0000\n"
|
||||
"POT-Creation-Date: 2024-08-21 07:41+0000\n"
|
||||
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
|
||||
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"Language-Team: LANGUAGE <LL@li.org>\n"
|
||||
@ -49,7 +49,7 @@ msgstr ""
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10
|
||||
#: ../../content/applications/sales/crm/optimize/gamification.rst:11
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
|
||||
#: ../../content/applications/sales/point_of_sale/configuration.rst:6
|
||||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:13
|
||||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13
|
||||
@ -175,6 +175,7 @@ msgid "To compare the details of the similar leads/opportunities, click the :gui
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:44
|
||||
msgid "When merging, Odoo gives priority to whichever lead/opportunity was created in the system first, merging the information into the first created lead/opportunity. However, if a lead and an opportunity are being merged, the resulting record is referred to as an opportunity, regardless of which record was created first."
|
||||
msgstr ""
|
||||
|
||||
@ -195,6 +196,7 @@ msgid "Below those fields, the leads/opportunities to merge are listed, along wi
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11
|
||||
msgid "When merging opportunities, no information is lost. Data from the other opportunity is logged in the chatter, and the information fields, for reference."
|
||||
msgstr ""
|
||||
|
||||
@ -1228,6 +1230,123 @@ msgstr ""
|
||||
msgid ":doc:`../performance/win_loss`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:41
|
||||
msgid "Merge similar leads and opportunities"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5
|
||||
msgid "Odoo automatically detects similar *leads* and *opportunities* within the **CRM** app. These identified duplicate records can be merged, without losing any information in the process. Doing so keep the pipeline organized, and prevents customers from being contacted by more than one salesperson."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15
|
||||
msgid "Identify similar leads and opportunities"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17
|
||||
msgid "Similar leads and opportunities are identified by comparing the email address and phone number of the associated contact. If a similar lead/opportunity is found, a *Similar Leads* smart button appears at the top of the lead (or opportunity) record."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:-1
|
||||
msgid "An opportunity record with emphasis on the Similar Leads smart button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26
|
||||
msgid "Compare similar leads and opportunities"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28
|
||||
msgid "To compare the details of similar leads/opportunities, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, or :menuselection:`CRM app --> Leads`. Open a lead or opportunity, and click the :guilabel:`Similar Leads` smart button. Doing so opens an :guilabel:`Opportunities` page, in Kanban view, that only displays similar leads/opportunities. Click on a card to view the details for the lead/opportunity, and confirm if they should be merged."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35
|
||||
msgid "*Leads* will not appear in the header menu unless the leads feature has been activated. This can be done by navigating to :guilabel:`CRM app --> Configuration --> Settings` and ticking the checkbox next to :guilabel:`Leads`, then clicking :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:49
|
||||
msgid "After confirming the leads/opportunities should be merged, return to the :guilabel:`Opportunities` page, in Kanban view, using the breadcrumb link, or by clicking the :guilabel:`Similar Leads` smart button on the opportunity form. Click the :icon:`oi-view-list` :guilabel:`(list)` icon to change to list view."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:54
|
||||
msgid "Tick the checkbox on the left of the page for the leads/opportunities to be merged. Then, click the :icon:`fa-cog` :guilabel:`Action` icon at the top of the page, to reveal a drop-down menu. From that drop-down menu, select the :guilabel:`Merge` option to merge the selected opportunities or leads."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:59
|
||||
msgid "When :guilabel:`Merge` is selected from the :icon:`fa-cog` :guilabel:`Action` drop-down menu, a :guilabel:`Merge` pop-up modal appears. In that pop-up modal, under the :guilabel:`Assign opportunities to` section, optionally select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from the appropriate drop-down menus."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:64
|
||||
msgid "Below those fields, the leads/opportunities to merge are listed, along with their related information. To add more, click :guilabel:`Add a line`, tick the checkbox next to the desired leads/opportunities from the resulting :guilabel:`Add: Leads/Opportunities' pop-up modal, then click the :guilabel:`Select` button. The additional selections now appear in the list. To merge those selected leads/opportunities, click :guilabel:`Merge`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:70
|
||||
msgid "The pop-up window disappears, and the detail card for the merged opportunity/lead appears."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:-1
|
||||
msgid "List of similar leads and opportunities selected for merge in the CRM app."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:77
|
||||
msgid "Merging is an irreversible action. Do **not** merge leads/opportunities unless absolutely certain they should be combined."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:81
|
||||
msgid "When leads/opportunities should not be merged"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83
|
||||
msgid "There may be instances where a similar lead or opportunity is identified, but should *not* be merged. These circumstances vary, based on the processes of the sales team and organization. Some potential scenarios are listed below."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:88
|
||||
msgid "Lost leads"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90
|
||||
msgid "If a lead/opportunity has been marked as :doc:`lost <lost_opportunities>`, it can still be merged with an active lead or opportunity. The resulting lead/opportunity is marked active, and added to the pipeline."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:95
|
||||
msgid "Different contact within an organization"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:97
|
||||
msgid "Leads/opportunities from the same organization, but with different points of contact, may not have the same needs. In this case, it is beneficial to *not* merge these records, though assigning the same salesperson, or sales team, can prevent duplicated work and miscommunication."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:102
|
||||
msgid "Duplicates with more than one salesperson"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:104
|
||||
msgid "If more than one lead/opportunity exists in the database, there may be multiple salespeople assigned to them, who are actively working on them independently. While these leads/opportunities may need to be managed separately, it is recommended that any affected salespeople be tagged in an internal note for visibility."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:110
|
||||
msgid "Contact information is similar, but not identical"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:112
|
||||
msgid "Similar leads and opportunities are identified by comparing the email addresses and phone numbers of the associated contacts. However, if the email address is similar, but not identical, they may need to remain independent."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:117
|
||||
msgid "Three different leads were added to the pipeline, and assigned to different salespeople. They were identified as *Similar Leads*, due to the email addresses of the contacts."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:120
|
||||
msgid "Two of the leads appear to come from the same individual, `Robin`, and have identical email addresses. These leads should be merged."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:123
|
||||
msgid "The third lead has the same email domain, but the address is different, as is the contact name. While this lead is most likely from the same organization, it is from a different contact, and should **not** be merged."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0
|
||||
msgid "List of similar leads with emphasis on the contact information in the CRM app."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3
|
||||
msgid "Multiple sales teams"
|
||||
msgstr ""
|
||||
@ -1309,7 +1428,7 @@ msgid "Assign leads with predictive lead scoring"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
|
||||
msgid "The Odoo *CRM* app can automatically assign leads/opportunities to sales teams and salespeople. A standard practice is to assign leads based on the probability of winning each lead. Companies can prioritize the leads that are more likely to result in successful deals by quickly assigning them to the appropriate salespeople."
|
||||
msgid "The Odoo **CRM** app can automatically assign leads/opportunities to sales teams and salespeople. A standard practice is to assign leads based on the probability of winning each lead. Companies can prioritize the leads that are more likely to result in successful deals by quickly assigning them to the appropriate salespeople."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10
|
||||
@ -1321,7 +1440,7 @@ msgid "Predictive lead scoring"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16
|
||||
msgid "Predictive lead scoring is a machine-learning model that uses historical data from Odoo *CRM* to score open leads/opportunities."
|
||||
msgid "Predictive lead scoring is a machine-learning model that uses historical data from Odoo **CRM** to score open leads/opportunities."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19
|
||||
@ -1345,26 +1464,54 @@ msgid "\\begin{equation}\n"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
|
||||
msgid "The probability of success of each opportunity is displayed on the opportunity form, and it updates automatically as the opportunity progresses through the CRM pipeline."
|
||||
msgid "Breaking down the equation:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35
|
||||
msgid ":math:`P(A|B)` = probability of a successful lead in this *case*"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36
|
||||
msgid ":math:`P(A)` = overall probability of a lead being successful, regardless of the conditions"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37
|
||||
msgid ":math:`P(B|A)` = probability of this being the *case*, given a lead is successful"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38
|
||||
msgid ":math:`P(B)` = probability of this being the *case*"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
|
||||
msgid "The term *case* refers to the variables that can affect a lead being successful in Odoo. This can include variables, such as the assigned salesperson, the source of the lead, the language of the lead, and other historical and demographic data."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44
|
||||
msgid "The variables considered in this calculation can be :ref:`configured <lead_scoring/configuration>` to tailor the calculation to each business's needs."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47
|
||||
msgid "The probability of success for each opportunity is displayed on the opportunity form, and updates automatically, as the opportunity progresses through the CRM pipeline."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:-1
|
||||
msgid "The probability of success displayed on the opportunity form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
|
||||
msgid "When an opportunity moves to the next stage, its probability of success automatically increases according to the predictive lead scoring algorithm."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54
|
||||
msgid "When an opportunity moves to the next stage, its probability of success automatically increases, according to the predictive lead scoring algorithm."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46
|
||||
msgid "Predictive lead scoring is always active in Odoo *CRM*. However, the variables used to calculate the probability of success can be customized in the settings."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
|
||||
msgid "Predictive lead scoring is always active in Odoo **CRM**. However, the variables used to calculate the probability of success can be customized in the settings."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49
|
||||
msgid "To customize the variables used by predictive lead scoring, go to :menuselection:`CRM --> Configuration --> Settings`. Under :guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update Probabilities` button."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65
|
||||
msgid "To customize the variables used by predictive lead scoring, go to :menuselection:`CRM app --> Configuration --> Settings`. Under :guilabel:`Predictive Lead Scoring`, click the :guilabel:`Update Probabilities` button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69
|
||||
msgid "Then, click on the drop-down menu to choose which variables the predictive lead scoring feature will take into account."
|
||||
msgstr ""
|
||||
|
||||
@ -1372,91 +1519,91 @@ msgstr ""
|
||||
msgid "The Update Probabilities window in the Predictive Lead Scoring settings."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76
|
||||
msgid "Any number of the following variables can be activated:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78
|
||||
msgid ":guilabel:`State`: the geographical state from which the opportunity originates"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79
|
||||
msgid ":guilabel:`Country`: the geographical country from which the opportunity originates"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80
|
||||
msgid ":guilabel:`Phone Quality`: whether or not a phone number is listed for the opportunity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81
|
||||
msgid ":guilabel:`Email Quality`: whether or not an email address is listed for the opportunity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82
|
||||
msgid ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social media)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83
|
||||
msgid ":guilabel:`Language`: the spoken language specified on the opportunity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84
|
||||
msgid ":guilabel:`Tags`: the tags placed on the opportunity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87
|
||||
msgid "The variables `Stage` and `Team` are always in effect. `Stage` refers to the CRM pipeline stage that an opportunity is in. `Team` refers to the sales team that is assigned to an opportunity. Predictive lead scoring *always* takes into account these two variables, regardless of which optional variables are selected."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92
|
||||
msgid "Next, click on the date field next to the option :guilabel:`Consider leads created as of the:` to select the date from which predictive lead scoring will begin its calculations."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95
|
||||
msgid "Lastly, click :guilabel:`Confirm` to save changes."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98
|
||||
msgid "Change the probability manually"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100
|
||||
msgid "An opportunity's probability of success can be changed manually on the opportunity form. Click on the probability number to edit it."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88
|
||||
msgid "Manually changing the probability removes the automatic probability updates for that opportunity. The probability will no longer update automatically as the opportunity moves through each stage of the pipeline."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104
|
||||
msgid "Manually changing the probability removes the automatic probability updates for that opportunity. The probability no longer updates automatically, as the opportunity moves through each stage of the pipeline."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92
|
||||
msgid "To reactivate automatic probability, click on the gear icon next to the probability percentage."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108
|
||||
msgid "To reactivate automatic probability, click on the :icon:`fa-cog` :guilabel:`(gear) icon next to the :guilabel:`Probability` percentage."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:-1
|
||||
msgid "The gear icon used to reactivate automatic probability on an opportunity form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:116
|
||||
msgid "Assign leads based on probability"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101
|
||||
msgid "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople based on specified rules. Create assignment rules based on the leads' probability of success to prioritize those that are more likely to result in deals."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:118
|
||||
msgid "Odoo **CRM** can assign leads/opportunities to sales teams and salespeople, based on specified rules. Create assignment rules, based on the leads' probability of success, to prioritize those that are more likely to result in deals."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123
|
||||
msgid "Configure rule-based assignment"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108
|
||||
msgid "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:125
|
||||
msgid "To activate *Rule-Based Assignment*, navigate to :menuselection:`CRM app --> Configuration --> Settings`, and tick the :guilabel:`Rule-Based Assignment` checkbox. Then, click :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111
|
||||
msgid "The rule-based assignment feature can be set to run :guilabel:`Manually`, meaning an Odoo user must manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically trigger the assignment according to the chosen time period."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128
|
||||
msgid "The :guilabel:`Rule-Based Assignment`` feature can be set to run :guilabel:`Manually`, meaning an Odoo user **must** manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically trigger the assignment according to the chosen time period."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:132
|
||||
msgid "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running` section. Then, customize how often Odoo will trigger the automatic assignment in the :guilabel:`Repeat every` section."
|
||||
msgstr ""
|
||||
|
||||
@ -1464,39 +1611,39 @@ msgstr ""
|
||||
msgid "The Rule-Based Assignment setting in CRM settings."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123
|
||||
msgid "If rule-based assignment is set to run :guilabel:`Repeatedly`, the assignment can still be triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment` settings (or using the :guilabel:`Assign Leads` button on the sales team configuration page)."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:140
|
||||
msgid "If :guilabel:`Rule-Based Assignment` is set to run :guilabel:`Repeatedly`, the assignment can still be triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment` settings (or using the :guilabel:`Assign Leads` button on the sales team configuration page)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:145
|
||||
msgid "Configure assignment rules"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130
|
||||
msgid "Next, configure the *assignment rules* for each sales team and/or salesperson. These rules determine which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM --> Configuration --> Sales Teams`, and select a sales team."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:147
|
||||
msgid "Next, configure the *assignment rules* for each sales team and/or salesperson. These rules determine which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM app --> Configuration --> Sales Teams`, and select a sales team."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134
|
||||
msgid "On the sales team configuration form, under :guilabel:`Assignment Rules`, click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to determine lead assignment for this sales team. The rules can include anything that may be relevant for this company or team, and any number of rules can be added."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:151
|
||||
msgid "On the sales team configuration form, under :guilabel:`Assignment Rules`, click :guilabel:`Edit Domain` to configure the rules that Odoo uses to determine lead assignment for this sales team. The rules can include anything that may be relevant for this company or team, and any number of rules can be added."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:156
|
||||
msgid "Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :guilabel:`+` sign on the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to remove the line."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160
|
||||
msgid "To create an assignment rule based on an opportunity's probability of success, click on the far left drop-down menu of an assignment rule line, and select :guilabel:`Probability`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:163
|
||||
msgid "From the middle drop-down menu, select the desired equation symbol—most likely the symbol for *greater than*, *less than*, *greater than or equal to*, or *less than or equal to*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:166
|
||||
msgid "In the far right space, enter the desired number value of the probability. Finally, click :guilabel:`Save` to save changes."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170
|
||||
msgid "To configure an assignment rule such that a sales team receives leads that have a probability of success of 20% or greater, create a :guilabel:`Domain` line that reads: `Probability >= 20`."
|
||||
msgstr ""
|
||||
|
||||
@ -1504,18 +1651,178 @@ msgstr ""
|
||||
msgid "Sales team domain set to probability greater than or equal to twenty percent."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:177
|
||||
msgid "Separate assignment rules can also be configured for individual team members. From the sales team configuration page, click on a team member in the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click :guilabel:`Save` to save changes."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164
|
||||
msgid "If automatic lead assignment is configured in the settings, both the sales team and individual team members have the option to :guilabel:`Skip auto assignment`. Check this box to omit a particular sales team or salesperson from being assigned leads automatically by Odoo's rule-based assignment feature. If :guilabel:`Skip auto assignment` is activated, the sales team or salesperson can still be assigned leads manually."
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:181
|
||||
msgid "If automatic lead assignment is configured in the settings, both the sales team and individual team members have the option to :guilabel:`Skip auto assignment`. Check this box to omit a particular sales team or salesperson from being assigned leads automatically by Odoo's Rule-Based Assignment feature. If :guilabel:`Skip auto assignment` is activated, the sales team or salesperson can still be assigned leads manually."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:187
|
||||
msgid "To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the top of the sales team configuration page. This will assign any leads that are currently unassigned and match this team's specified domain."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:3
|
||||
msgid "Members"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:5
|
||||
msgid "The **Members** application is where all operations related to memberships can be configured and managed. The **Members** app integrates with the **Sales** and **Accounting** applications to sell and invoice memberships directly to customers."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:10
|
||||
msgid "Membership products"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:12
|
||||
msgid "To create a new membership product, navigate to :menuselection:`Members app --> Configuration --> Membership Products`, and click :guilabel:`New` to open a blank product form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:15
|
||||
msgid "On the new product form, enter a name for the product in the field under :guilabel:`Product Name`. Use the two blank fields to the right of :guilabel:`Membership Duration` to set a date from which the membership becomes active. Finally, use the :guilabel:`Membership Fee` field to set the price at which the product is sold to customers."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:20
|
||||
msgid "The following optional fields can also be configured for each product:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:22
|
||||
msgid ":guilabel:`Internal Reference`: Set an internal reference number for the product."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:23
|
||||
msgid ":guilabel:`Product Category`: Set a category for the product."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:24
|
||||
msgid ":guilabel:`Company`: Set the company inventory for the product to appear in."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:25
|
||||
msgid ":guilabel:`Active`: Hide a product without removing it from inventory."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:26
|
||||
msgid ":guilabel:`Visible on current website`: Make the product visible to customers on the current website."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:28
|
||||
msgid ":guilabel:`Description`: Set an internal product description."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:29
|
||||
msgid ":guilabel:`Sales Description`: Set a product description that is visible on quotations."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:30
|
||||
msgid ":guilabel:`Income Account`: Use a different value than the default from the product category."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:31
|
||||
msgid ":guilabel:`Taxes`: Set the default tax used when selling this product."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:34
|
||||
msgid "Membership products require a start and end date, as they are used to determine :ref:`membership status <sales/membership-status>`. Membership products can be sold *before* their active start date."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:-1
|
||||
msgid "A new membership product in the members app."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:42
|
||||
msgid "Membership products can be added to a sales order, and invoiced as regular products or subscriptions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:46
|
||||
msgid "Activate a membership"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:48
|
||||
msgid "To activate a membership from the **Contacts** application, navigate to the :menuselection:`Contacts app`, and click on a contact to open that specific contact form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:51
|
||||
msgid "From the contact form, open the :guilabel:`Membership` tab, and click :guilabel:`Buy Membership`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:55
|
||||
msgid "To successfully buy a membership, both the :guilabel:`Account Receivable` and :guilabel:`Account Payable` lines **must** be configured for that contact. These can be found in the contact form's :guilabel:`Accounting` tab, under the :guilabel:`Accounting entries` section."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:59
|
||||
msgid "On the :guilabel:`Join Membership` pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:62
|
||||
msgid "Click :guilabel:`Invoice Membership` when both fields are filled in. Doing so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be confirmed and completed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:65
|
||||
msgid "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:71
|
||||
msgid "Membership status"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:73
|
||||
msgid "The :guilabel:`Current Membership Status` is listed on the :guilabel:`Membership` tab of each contact record:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:76
|
||||
msgid ":guilabel:`Non Member`: a partner who has **not** applied for membership."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:77
|
||||
msgid ":guilabel:`Cancelled Member`: a member who has cancelled their membership."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:78
|
||||
msgid ":guilabel:`Old Member`: a member whose membership end date has passed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:79
|
||||
msgid ":guilabel:`Waiting Member`: a member who has applied for membership, but whose invoice has not yet been created."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:81
|
||||
msgid ":guilabel:`Invoiced Member`: a member whose invoice has been created, but has not been paid."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:82
|
||||
msgid ":guilabel:`Paid Member`: a member who has paid the membership fee."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:85
|
||||
msgid "Publish members directory"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:87
|
||||
msgid "To publish a list of active members on the website, the **Online Members Directory** module must first be :ref:`installed <general/install>`. After installing the module, add the `/members` page to the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:-1
|
||||
msgid "The Online Members directory module in Odoo."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:96
|
||||
msgid "Publish individual members"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:98
|
||||
msgid "Navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member. From the customer form that appears, click the :guilabel:`Go to Website` smart button at the top of the page to open the member's webpage."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:102
|
||||
msgid "Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of editing tools. After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/members.rst:106
|
||||
msgid "Repeat these steps for all desired members."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale.rst:6
|
||||
msgid "Point of Sale"
|
||||
msgstr ""
|
||||
@ -4300,7 +4607,7 @@ msgid "Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as poss
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28
|
||||
msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`"
|
||||
msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29
|
||||
|
@ -8,7 +8,7 @@ msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2024-07-23 10:38+0000\n"
|
||||
"POT-Creation-Date: 2024-08-21 07:41+0000\n"
|
||||
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
|
||||
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"Language-Team: LANGUAGE <LL@li.org>\n"
|
||||
@ -875,7 +875,7 @@ msgid "When the necessary information has been entered, click :guilabel:`Create
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:248
|
||||
msgid ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_replenishment/uom`"
|
||||
msgid ":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/services/helpdesk/overview.rst:5
|
||||
|
File diff suppressed because it is too large
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Reference in New Issue
Block a user