[IMP] marketing: RST format upgrades for marketing automation v14
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Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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====================
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Marketing Automation
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====================
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===============
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Getting started
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===============
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The Odoo Marketing Automation app automates a variety of marketing tasks by combining specific
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The Odoo *Marketing Automation* app automates a variety of marketing tasks, by combining specific
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rules and filters to generate timed actions. Instead of manually having to build each stage of a
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campaign (such as a series of timed massmails), the Marketing Automation app allows marketers to
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build the entire campaign, and all of its stages, in one place on one dashboard.
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campaign (such as a series of timed massmails), the *Marketing Automation* app allows marketers to
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build the entire campaign, and all of its stages, in one place on a single dashboard.
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Create a campaign
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=================
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To create a new automated marketing campaign, open the :guilabel:`Marketing Automation` app and
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click :guilabel:`Create`. On the :guilabel:`Campaign` page, there are the following smart buttons
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and fields:
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To create a new automated marketing campaign, open the :menuselection:`Marketing Automation` app,
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and click the :guilabel:`Create` button in the upper-left corner. Doing so reveals a blank marketing
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automation campaign detail form on a separate page.
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On the blank marketing automation campaign page, the following smart buttons and fields are
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available:
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.. image:: first_campaign/marketing-template-sample.png
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:align: center
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:alt: A dashboard showing the creation of a new marketing automation campaign in Odoo.
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**Smart buttons**
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- :guilabel:`Templates`: represents the number of pre-configured mail templates being used in this
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particular campaign. (Templates can always be created on-the-fly as well).
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particular campaign. (Templates can always be created on-the-fly, as well).
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- :guilabel:`SMS`: represents the number of personalized SMS messages connected to this campaign.
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- :guilabel:`Clicks`: represents the number of times attached links have been clicked by recipients
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of this campaign.
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- :guilabel:`Participants`: represents the number of contacts that have directly participated in
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this campaign.
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**Fields**
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- :guilabel:`Name`: represents the name of the marketing automation campaign being created.
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- :guilabel:`Target`: this field is a drop-down menu to choose which model is targeted by this
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campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.).
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- :guilabel:`Filter`: this field provides numerous configurable criteria that can be used to further
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narrow down the target recipients/audience for the marketing automation campaign.
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Campaign filters
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================
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To add a filter to the target audience, click :guilabel:`Add Filter`, and a node field will
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appear. In the node field, a custom equation can be configured for Odoo to use when filtering who
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To add a :guilabel:`Filter` to the target audience, click :guilabel:`Add Filter`, and a node field
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appears. In the node field, a custom equation can be configured for Odoo to use when filtering who
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to include (and exclude) in this specific marketing campaign.
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.. image:: first_campaign/filter-node.png
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@ -40,20 +51,20 @@ to include (and exclude) in this specific marketing campaign.
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:alt: A filter node in Odoo Marketing Automation.
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When the first field of the node is clicked, a nested drop-down menu of options appears on the
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screen where specific criteria is chosen based on needs of the campaign. The remaining fields on
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the node further define the criteria which determines which records to include (or exclude) in the
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screen, wherein specific criteria is chosen based on needs of the campaign. The remaining fields on
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the node further define the criteria determining which records to include (or exclude) in the
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execution of the campaign.
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To add another node, simply click the :guilabel:`+ (plus sign)` icon to the right of the filtering
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rule. To add a branch of multiple nodes at the same time, click the :guilabel:`... (ellipses)`
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icon.
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To add another node, click the :guilabel:`➕ (plus sign)` icon to the right of the filtering rule. To
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add a branch of multiple nodes at the same time, click the :guilabel:`⋯ (ellipses)` icon.
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For further information on filters, refer to :doc:`this documentation page <target_audience>`.
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For further information on filters, refer to :doc:`this documentation page
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</applications/marketing/marketing_automation/getting_started/target_audience>`.
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.. note::
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:guilabel:`Records` represent the number of contacts in the system that fit the specified
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criteria for a campaign.
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.. seealso::
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- :doc:`testing_running`
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- :doc:`workflow_activities`
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- :doc:`/applications/marketing/marketing_automation/getting_started/testing_running`
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- :doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities`
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