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X-original-commit: 89c1c1b357
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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Sam Lieber (sali) 2023-05-03 19:36:06 +00:00 committed by Zachary Straub (ZST)
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content/applications/marketing/marketing_automation/getting_started/target_audience.rst
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Target an audience Target an audience
================== ==================
Delivering marketing campaigns to the *right* audience is paramount when trying to grow a business. Delivering marketing campaigns to the right audience is paramount when trying to grow a business.
The :guilabel:`Odoo Marketing Automation` application helps marketers to do just that by providing The Odoo *Marketing Automation* application helps marketers to do just that by providing detailed
filtering tools, that can be as simple or as complex as necessary, to reach the right customers at filtering tools, which can be as simple (or as complex) as necessary, to reach the right customers
the right time. at the right time.
Work with target filters Configure target filters
======================== ========================
When configuring the filters on a marketing campaign, there are some options that have an arrow When configuring the target filters on a marketing campaign, there are some options that have an
icon beside them. The arrow signifies that the filter has more refined parameters within it. :guilabel:`> (arrow)` icon beside them. The :guilabel:`> (arrow)` icon signifies that the particular
filter has more refined parameters within it that can be customized.
.. image:: target_audience/marketing-filters.png .. image:: target_audience/marketing-filters.png
:align: center :align: center
@ -19,22 +20,22 @@ icon beside them. The arrow signifies that the filter has more refined parameter
Filters can be extended by adding *branches* and *nodes*. A *node* adds another filtering parameter Filters can be extended by adding *branches* and *nodes*. A *node* adds another filtering parameter
to a group of targeting conditions (e.g. a new line), and a *branch* creates a narrowly refined to a group of targeting conditions (e.g. a new line), and a *branch* creates a narrowly refined
cluster of parameters, allowing filters to be grouped with *Any* or *All* statements. cluster of parameters, allowing filters to be grouped with :guilabel:`ANY` or :guilabel:`ALL`
statements.
Every time a new branch is created, there are two options: Every time a new branch is created, there are two options:
- Either the records can match :guilabel:`ALL` criteria for the upcoming rules (an AND statement - Either the records can match :guilabel:`ALL` criteria for the upcoming rules (creating an AND
where all criteria must match). statement where *all* criteria must match).
- Or, the records can match :guilabel:`ANY` criteria for the upcoming rules (creating an OR
- Or, the records can match :guilabel:`ANY` criteria for the upcoming rules (an OR statement where statement where *only one* of the criteria must match).
only one of the criteria must match).
To change between these two options, simply click the drop-down arrow icon in the green box and To change between these two options, simply click the drop-down arrow icon in the green box and
select :guilabel:`Any` or :guilabel:`All`. select :guilabel:`ANY` or :guilabel:`ALL`.
To add a node, click on the :guilabel:`+ (plus sign icon)` and to add another branch click on the To add a node, click on the :guilabel:`➕ (plus sign)` icon, and to add another branch click on the
:guilabel:`... (ellipses icon)`. To exclude a :guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`⋯ (ellipses)` icon. To exclude a node or a branch, click on :guilabel:`✖ (delete)` icon
:guilabel:`x (delete)`. to delete it.
.. image:: target_audience/marketing-filter-nodes.png .. image:: target_audience/marketing-filter-nodes.png
:align: center :align: center
@ -43,78 +44,79 @@ To add a node, click on the :guilabel:`+ (plus sign icon)` and to add another br
Use cases Use cases
========= =========
The following scenarios below outline different combinations of filters a marketing campaign might The following scenarios outline different combinations of filters a marketing campaign might
commonly use. commonly use.
Scenario #1: Narrow the target down to new opportunities in the pipeline Scenario #1: Narrow target down to new opportunities in the pipeline
------------------------------------------------------------------------ --------------------------------------------------------------------
While in Edit mode on a campaign template form, select the :guilabel:`Target` field, and click While in *Edit mode* on a campaign template form (by clicking the :guilabel:`Edit` button), select
:guilabel:`Search More` from the drop-down menu. Then, search for :guilabel:`Lead/Opportunity` and the :guilabel:`Target` field, and click :guilabel:`Search More` from the drop-down menu. Then,
select it. search for :guilabel:`Lead/Opportunity`, and select it.
Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on the default Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Then, click on the default
:guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a :guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a
drop-down menu full of filter options. From this drop-down, scroll down (or search for) drop-down menu full of filter options. From this drop-down, scroll down (or search for)
:guilabel:`Type`. :guilabel:`Type`.
Keep the second portion of the filter equation on the default :guilabel:`= (equal sign)`. Keep the second portion of the filter equation on the default :guilabel:`🟰 (equal sign)` icon.
Then, change the third (and final) portion of the filter equation from :guilabel:`Lead` to Next, change the third (and final) portion of the filter equation from :guilabel:`Lead` to
:guilabel:`Opportunity`. The number of :guilabel:`Records` that fit this specific filter equation :guilabel:`Opportunity`. The number of :guilabel:`Records` that fit this specific filter equation
will change as the equation is customized. changes as the equation is customized.
Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to the right of the Add another node to this filter by clicking the :guilabel:`➕ (plus sign)` icon to the right of the
equation. equation.
With "new" opportunities being the target of this filter, the second node will focus on only With "new" opportunities being the target of this filter, the second node will focus on *only*
locating opportunities that are in the :guilabel:`New` stage of the pipeline. To do that, select locating opportunities that are in the :guilabel:`New` stage of the pipeline. To do that, select
the default :guilabel:`ID` from the first portion of the second filter equation, and scroll down the default :guilabel:`ID` from the first portion of the second filter equation, and scroll down (or
(or search for) :guilabel:`Stage` from the field drop-down menu. search for) :guilabel:`Stage` from the field drop-down menu.
Once again, leave the second portion of the filter equation on :guilabel:`= (equal sign)`. Once again, leave the second portion of the filter equation on :guilabel:`🟰 (equal sign)` icon.
Lastly, highlight the default value in the third (and final) portion of the second filter equation Lastly, highlight the default value in the third (and final) portion of the second filter equation,
and type in :guilabel:`New`. With that completed, Odoo will only target opportunities that are in and type in `New`. With that in place, Odoo only targets opportunities that are in the "New" stage
the "New" stage of the pipeline. of the pipeline.
.. image:: target_audience/filters-opportunities.png .. image:: target_audience/filters-opportunities.png
:align: center :align: center
:alt: A standard scenario using filters in the Odoo Marketing Automation app. :alt: A standard scenario using filters in the Odoo Marketing Automation app.
Scenario #2: Narrow the target down to the event attendees that purchased a specific ticket Scenario #2: Narrow down target to event attendees who purchased a specific ticket
------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------
While in Edit mode on a campaign template form, select the :guilabel:`Target` field, and click While in *Edit mode* on a campaign template form (by clicking the :guilabel:`Edit` button), select
:guilabel:`Search More` from the drop-down menu. Then, scroll down (or search for) the :guilabel:`Target` field, and click :guilabel:`Search More` from the drop-down menu. Then,
:guilabel:`Event` and select it. scroll down (or search for) :guilabel:`Event`, and select it.
Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on the default Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on the default
:guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a :guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a
drop-down menu full of filter options. From this drop-down, scroll down (or search for) drop-down menu full of filter options. From this drop-down, scroll down (or search for)
:guilabel:`Event`. :guilabel:`Event`.
Click the the default :guilabel:`= (equal sign)` in the second portion of the filter equation. Click the default :guilabel:`🟰 (equal sign)` icon in the second portion of the filter equation. This
This reveals a drop-down menu. On this menu, select :guilabel:`contains`. reveals a drop-down menu. From this drop-down menu, select :guilabel:`contains`.
In the third (and final) empty portion of the filter equation, type in the name of the event(s) In the third (and final) empty portion of the filter equation, type in the name of the event(s) that
that you would like Odoo to consider for this campaign filter. Odoo should consider for this campaign filter.
Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to the right of the Then, add another node to this filter by clicking the :guilabel:`➕ (plus sign)` icon to the right of
equation. the equation.
The second node will focus on targeting this campaign to attendees who purchase a specific type of The second node will focus on targeting this campaign to attendees who purchase a specific type of
ticket to the aforementioned event(s) in the first filter equation. To do that, select the default ticket to the aforementioned event(s) mentioned in the first filter equation.
:guilabel:`ID` from the first portion of the second filter equation, and scroll down (or search
for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that same drop-down menu,
select :guilabel:`Name`.
Once again, click the the default :guilabel:`= (equal sign)` in the second portion of the filter To do that, select the default :guilabel:`ID` from the first portion of the second filter equation,
and scroll down (or search for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in
that same drop-down menu, select :guilabel:`Name`.
Once again, click the default :guilabel:`🟰 (equal sign)` icon in the second portion of the filter
equation, and select :guilabel:`contains`. equation, and select :guilabel:`contains`.
Lastly, in the third (and final) portion of the second filter equation, which will be blank, type Lastly, in the third (and final) portion of the second filter equation, which is blank, type in the
in the name of the ticket type that should be used for the filter. In this case, name of the ticket type that should be used for the filter. In this case, :guilabel:`Standard` is
:guilabel:`Standard` is the name of the event ticket type for this sample filter. the name of the event ticket type for this sample filter.
.. image:: target_audience/filters-event-ticket.png .. image:: target_audience/filters-event-ticket.png
:align: center :align: center