[IMP] marketing: RST format upgrades for marketing automation v14
closes odoo/documentation#5277
X-original-commit: b5bde9186e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
parent
5a2e7b0512
commit
f93c0a6490
@ -1,38 +1,49 @@
|
|||||||
====================
|
===============
|
||||||
Marketing Automation
|
Getting started
|
||||||
====================
|
===============
|
||||||
|
|
||||||
The Odoo Marketing Automation app automates a variety of marketing tasks by combining specific
|
The Odoo *Marketing Automation* app automates a variety of marketing tasks, by combining specific
|
||||||
rules and filters to generate timed actions. Instead of manually having to build each stage of a
|
rules and filters to generate timed actions. Instead of manually having to build each stage of a
|
||||||
campaign (such as a series of timed massmails), the Marketing Automation app allows marketers to
|
campaign (such as a series of timed massmails), the *Marketing Automation* app allows marketers to
|
||||||
build the entire campaign, and all of its stages, in one place on one dashboard.
|
build the entire campaign, and all of its stages, in one place on a single dashboard.
|
||||||
|
|
||||||
Create a campaign
|
Create a campaign
|
||||||
=================
|
=================
|
||||||
|
|
||||||
To create a new automated marketing campaign, open the :guilabel:`Marketing Automation` app and
|
To create a new automated marketing campaign, open the :menuselection:`Marketing Automation` app,
|
||||||
click :guilabel:`Create`. On the :guilabel:`Campaign` page, there are the following smart buttons
|
and click the :guilabel:`Create` button in the upper-left corner. Doing so reveals a blank marketing
|
||||||
and fields:
|
automation campaign detail form on a separate page.
|
||||||
|
|
||||||
|
On the blank marketing automation campaign page, the following smart buttons and fields are
|
||||||
|
available:
|
||||||
|
|
||||||
.. image:: first_campaign/marketing-template-sample.png
|
.. image:: first_campaign/marketing-template-sample.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: A dashboard showing the creation of a new marketing automation campaign in Odoo.
|
:alt: A dashboard showing the creation of a new marketing automation campaign in Odoo.
|
||||||
|
|
||||||
|
**Smart buttons**
|
||||||
|
|
||||||
- :guilabel:`Templates`: represents the number of pre-configured mail templates being used in this
|
- :guilabel:`Templates`: represents the number of pre-configured mail templates being used in this
|
||||||
particular campaign. (Templates can always be created on-the-fly as well).
|
particular campaign. (Templates can always be created on-the-fly, as well).
|
||||||
- :guilabel:`SMS`: represents the number of personalized SMS messages connected to this campaign.
|
- :guilabel:`SMS`: represents the number of personalized SMS messages connected to this campaign.
|
||||||
- :guilabel:`Clicks`: represents the number of times attached links have been clicked by recipients
|
- :guilabel:`Clicks`: represents the number of times attached links have been clicked by recipients
|
||||||
of this campaign.
|
of this campaign.
|
||||||
- :guilabel:`Participants`: represents the number of contacts that have directly participated in
|
- :guilabel:`Participants`: represents the number of contacts that have directly participated in
|
||||||
this campaign.
|
this campaign.
|
||||||
|
|
||||||
|
**Fields**
|
||||||
|
|
||||||
|
- :guilabel:`Name`: represents the name of the marketing automation campaign being created.
|
||||||
- :guilabel:`Target`: this field is a drop-down menu to choose which model is targeted by this
|
- :guilabel:`Target`: this field is a drop-down menu to choose which model is targeted by this
|
||||||
campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.).
|
campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.).
|
||||||
|
- :guilabel:`Filter`: this field provides numerous configurable criteria that can be used to further
|
||||||
|
narrow down the target recipients/audience for the marketing automation campaign.
|
||||||
|
|
||||||
Campaign filters
|
Campaign filters
|
||||||
================
|
================
|
||||||
|
|
||||||
To add a filter to the target audience, click :guilabel:`Add Filter`, and a node field will
|
To add a :guilabel:`Filter` to the target audience, click :guilabel:`Add Filter`, and a node field
|
||||||
appear. In the node field, a custom equation can be configured for Odoo to use when filtering who
|
appears. In the node field, a custom equation can be configured for Odoo to use when filtering who
|
||||||
to include (and exclude) in this specific marketing campaign.
|
to include (and exclude) in this specific marketing campaign.
|
||||||
|
|
||||||
.. image:: first_campaign/filter-node.png
|
.. image:: first_campaign/filter-node.png
|
||||||
@ -40,20 +51,20 @@ to include (and exclude) in this specific marketing campaign.
|
|||||||
:alt: A filter node in Odoo Marketing Automation.
|
:alt: A filter node in Odoo Marketing Automation.
|
||||||
|
|
||||||
When the first field of the node is clicked, a nested drop-down menu of options appears on the
|
When the first field of the node is clicked, a nested drop-down menu of options appears on the
|
||||||
screen where specific criteria is chosen based on needs of the campaign. The remaining fields on
|
screen, wherein specific criteria is chosen based on needs of the campaign. The remaining fields on
|
||||||
the node further define the criteria which determines which records to include (or exclude) in the
|
the node further define the criteria determining which records to include (or exclude) in the
|
||||||
execution of the campaign.
|
execution of the campaign.
|
||||||
|
|
||||||
To add another node, simply click the :guilabel:`+ (plus sign)` icon to the right of the filtering
|
To add another node, click the :guilabel:`➕ (plus sign)` icon to the right of the filtering rule. To
|
||||||
rule. To add a branch of multiple nodes at the same time, click the :guilabel:`... (ellipses)`
|
add a branch of multiple nodes at the same time, click the :guilabel:`⋯ (ellipses)` icon.
|
||||||
icon.
|
|
||||||
|
|
||||||
For further information on filters, refer to :doc:`this documentation page <target_audience>`.
|
For further information on filters, refer to :doc:`this documentation page
|
||||||
|
</applications/marketing/marketing_automation/getting_started/target_audience>`.
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
:guilabel:`Records` represent the number of contacts in the system that fit the specified
|
:guilabel:`Records` represent the number of contacts in the system that fit the specified
|
||||||
criteria for a campaign.
|
criteria for a campaign.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`testing_running`
|
- :doc:`/applications/marketing/marketing_automation/getting_started/testing_running`
|
||||||
- :doc:`workflow_activities`
|
- :doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities`
|
||||||
|
Loading…
Reference in New Issue
Block a user