# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Karol Rybak , 2023 # Wojciech Warczakowski , 2023 # Tadeusz Karpiński , 2023 # Wil Odoo, 2024 # Marta Wacławek, 2024 # Emmanuel Clement, 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-01-27 14:31+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Emmanuel Clement, 2025\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: pl\n" "Plural-Forms: nplurals=4; plural=(n==1 ? 0 : (n%10>=2 && n%10<=4) && (n%100<12 || n%100>14) ? 1 : n!=1 && (n%10>=0 && n%10<=1) || (n%10>=5 && n%10<=9) || (n%100>=12 && n%100<=14) ? 2 : 3);\n" #: ../../content/applications/marketing.rst:5 msgid "Marketing" msgstr "Marketing" #: ../../content/applications/marketing/email_marketing.rst:6 msgid "Email marketing" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:8 msgid "" "Emails are an effective, fully-customizable form of communication that are " "able to reach any target audience - large or small. The success of an email " "is easily measurable, especially when a creative call-to-action is involved." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:12 msgid "" "Odoo *Email Marketing* provides professional-grade email design tools, " "templates, and features, designed to simplify the otherwise complex process " "required to create engaging emails, build successful campaigns, and track " "their overall effectiveness in a single application." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:17 #: ../../content/applications/marketing/email_marketing.rst:220 #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:74 msgid ":doc:`/applications/marketing/email_marketing/mailing_lists`" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:18 #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:136 msgid ":doc:`/applications/marketing/email_marketing/unsubscriptions`" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:19 msgid ":doc:`/applications/marketing/email_marketing/analyze_metrics`" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:22 msgid "Email marketing dashboard" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:24 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)." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:28 msgid "" "To see all the mailings in the database, remove the default :guilabel:`My " "Mailings` filter from the search bar." msgstr "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "View of the main dashboard of the Odoo Email Marketing application." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:36 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." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:40 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." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:44 msgid "Default kanban view and stages" msgstr "" #: ../../content/applications/marketing/email_marketing.rst:46 msgid "" "The four kanban columns each represent the various stages of emails that " "have been built or sent within the *Email Marketing* application." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:49 msgid "" "The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, " ":guilabel:`Sending`, :guilabel:`Sent`." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:51 msgid ":guilabel:`Draft`: means the email is still being written/created." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:52 msgid "" ":guilabel:`In Queue`: means the email is scheduled, and sent at a later " "date." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:53 msgid "" ":guilabel:`Sending`: means the email is currently being sent to its " "recipients." msgstr "" #: ../../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: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: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: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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of the three-dot drop-down menu on the Odoo Email Marketing dashboard." msgstr "" #: ../../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:75 #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:420 msgid "List view" msgstr "Widok listy" #: ../../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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "How the List view appears in the Odoo Email Marketing application." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:85 msgid "Graph view" msgstr "" #: ../../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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "How the Graph view appears in the Odoo Email Marketing application." msgstr "" #: ../../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: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:101 msgid "Filters, Group By, and Favorites search options" msgstr "" #: ../../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: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:111 msgid "Filters" msgstr "Filtry" #: ../../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 "" #: ../../content/applications/marketing/email_marketing.rst:0 msgid "" "View of filters drop-down menu options on the Odoo Email Marketing " "dashboard." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:122 msgid "Group By" msgstr "Grupuj wg" #: ../../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: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: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 "" #: ../../content/applications/marketing/email_marketing.rst:0 msgid "" "View of the Group By drop-down menu on the Odoo Email Marketing application." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:140 msgid "Favorites" msgstr "Ulubione" #: ../../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 "" #: ../../content/applications/marketing/email_marketing.rst:0 msgid "" "View of the Favorites drop-down menu on the Odoo Email Marketing " "application." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:151 msgid "Settings" msgstr "Ustawienia" #: ../../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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "View of the Settings page in the Odoo Email Marketing application." msgstr "" #: ../../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:164 msgid "" ":guilabel:`Mailing Campaigns`: enables the option to manage mass mailing " "campaigns." msgstr "" #: ../../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: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:172 msgid "Create an email" msgstr "" #: ../../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:177 msgid "Clicking :guilabel:`Create` reveals a blank email detail form." msgstr "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "View of a blank email detail form in Odoo Email Marketing application." msgstr "" #: ../../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: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: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: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: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:204 msgid "Recipients" msgstr "Odbiorcy" #: ../../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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of recipients drop-down menu in the Odoo Email Marketing application." msgstr "" #: ../../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:217 msgid "" "Then, Odoo will only send this email to contacts on that specific mailing " "list." msgstr "" #: ../../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: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:228 msgid "The :guilabel:`Recipients` field options are as follows:" msgstr "" #: ../../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:231 msgid "" ":guilabel:`Contact`: filter focuses on specific contacts in the database." msgstr "" #: ../../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: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:236 msgid "" ":guilabel:`Lead/Opportunity`: filter focuses on leads or opportunities in " "the database." msgstr "" #: ../../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:238 msgid "" ":guilabel:`Sales Order`: filter focuses on a specific sales orders in the " "database." msgstr "" #: ../../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:245 msgid "Add a recipient filter" msgstr "" #: ../../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: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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of how recipient filters can be customized in Odoo Email Marketing." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:260 #: ../../content/applications/marketing/events/event_essentials.rst:193 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: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: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:272 msgid "Mail body tab" msgstr "" #: ../../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: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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of the building blocks used to create mailings in Odoo Email Marketing " "application." msgstr "" #: ../../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) ` is engaged, and the :guilabel:`` icon" " is clicked." msgstr "" #: ../../content/applications/marketing/email_marketing.rst:294 msgid "Settings tab" msgstr "" #: ../../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: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:304 msgid "" "Without the :guilabel:`Mailing Campaigns` feature activated, the " ":guilabel:`Settings` tab on the email detail form looks like this:" msgstr "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of settings tab in Odoo Email Marketing app, without settings " "activated." msgstr "" #: ../../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: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: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: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: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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of settings tab in Odoo Email Marketing when settings are activated." msgstr "" #: ../../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:332 msgid "Mailing campaigns" msgstr "" #: ../../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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of a mailing campaign drop-down menu in Odoo Email Marketing " "application." msgstr "" #: ../../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:348 msgid "Create new mailing campaign (from Settings tab)" msgstr "" #: ../../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: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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" "View of the email mailing campaign pop-up window in Odoo Email Marketing " "application." msgstr "" #: ../../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: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: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: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:375 msgid "Create new mailing campaign (from Campaigns page)" msgstr "" #: ../../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: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 "" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "View of the campaign pop-up window in Odoo Email Marketing." msgstr "" #: ../../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:395 msgid "A/B testing" msgstr "" #: ../../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: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:407 msgid "Send, schedule, or test" msgstr "" #: ../../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: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: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: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: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: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:426 msgid "" ":guilabel:`Discard` - Click to discard any changes that have been made since" " the last save." msgstr "" #: ../../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: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 " "`, 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 `" msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:3 #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:15 msgid "Mailing lists" msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:5 msgid "" "Mailing lists are important for a number of reasons. Mailing lists can " "provide valuable leads for sales teams, communicate with focus groups " "participants, contact consumers directly for useful feedback, and more." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:10 msgid "Create mailing lists" msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:12 msgid "" "To create a mailing list in the *Email Marketing* application, navigate to " ":menuselection:`Mailing lists --> Mailing lists --> Create`. Clicking " ":guilabel:`Create` reveals a pop-up window." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1 msgid "" "View of the mailing list pop-up in the Odoo Email Marketing application." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:19 msgid "" "In the pop-up, name the mailing list and designate if the mailing list " "should be public with the :guilabel:`Is Public` checkbox." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:22 msgid "" "The :guilabel:`Is Public` option allows the mailing list to be accessible by" " recipients in the unsubscription page, making it possible for them to " "update their subscription preferences." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:25 msgid "" "After those options have been configured, click :guilabel:`Create` to create" " the mailing list, which Odoo automatically adds to the :guilabel:`Mailing " "Lists` page." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:29 msgid "Add contacts to a mailing list" msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:31 msgid "" "After a mailing list has been created (and added to the :guilabel:`Mailing " "Lists` dashboard), click on the desired mailing list to add contacts to the " "list." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:34 msgid "" "Clicking the desired mailing list reveals a separate :guilabel:`Mailing List" " Contacts` page, in which contacts can be added to this specific list by " "clicking :guilabel:`Create`, and adding contact information directly on a " "separate contact detail form." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:38 msgid "" "Or, while in the :menuselection:`Email Marketing` application, navigate to " ":menuselection:`Mailing Lists --> Mailing List Contacts`. Doing so reveals a" " separate page with all the mailing list contacts in the database." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:42 msgid "" "From here, click :guilabel:`Create`, and add a contact with the same " "previous steps. Or, click the :guilabel:`Import` icon (to the right of the " ":guilabel:`Create` button) to import contacts into the database." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:46 msgid "" "Once contacts are in the database, click into the desired contact's detail " "form, and add the preferred mailing list in the :guilabel:`Mailing List` tab" " (at the bottom of the contact detail form), by clicking :guilabel:`Add a " "line`, and selecting the desired mailing list. Multiple mailing lists can be" " added to a single contact's detail form." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1 msgid "" "View of a contact detail form with mailing list tab in Odoo Email Marketing." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:56 msgid "Create new mailing list from contact detail form" msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:58 msgid "" "To create a mailing list from a contact detail form, click :guilabel:`Add a " "line`, and type in the name of a new mailing list in the empty field that " "appears. Then, select either :guilabel:`Create` or :guilabel:`Create and " "Edit...`." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1 msgid "" "View of the new mailing list drop-down on contact form in Odoo Email " "Marketing." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:66 msgid "" "The :guilabel:`Create` option quickly creates the mailing list to the " "contact detail form, and the list can be configured at a later date. The " ":guilabel:`Create and Edit...` option creates the mailing list, and reveals " "a pop-up window, in which the new mailing list can be configured right away." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1 msgid "" "View of the create and edit mailing list pop-up in Odoo Email Marketing." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:76 msgid "Link a mailing list to website (Newsletter blocks)" msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:78 msgid "" "When a mailing list is created in the database, Odoo provides the option to " "directly link the mailing list on the Odoo-built website (created via Odoo's" " :guilabel:`Website` application)." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:81 msgid "" "To link a mailing list to a website, navigate to the front-end of the " "website, and enter :guilabel:`Edit` mode by clicking :guilabel:`Edit` in the" " upper-right corner. When clicked, Odoo reveals a right-sidebar, filled with" " drag-and-drop *Building Blocks* that are packed with various features, " "options, and design elements." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:86 msgid "" "Then, to add a *subscription field* for a specific mailing list onto a " "website, drag-and-drop any of the :guilabel:`Newsletter` options " "(:guilabel:`Newsletter Block`, :guilabel:`Newsletter Popup`, or " ":guilabel:`Newsletter`)." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:91 msgid "" "To quickly locate the :guilabel:`Newsletter` building block options (while " "in :guilabel:`Edit` mode on the front-end of the website), type `Newsletter`" " into the search bar, located in the right sidebar, under the " ":guilabel:`Blocks` tab, and Odoo reveals the three different " ":guilabel:`Newsletter` block options." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:0 msgid "" "View of how to quickly search for Newsletter blocks in the Odoo Website " "application." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:100 msgid "" "When a :guilabel:`Newsletter` block is dragged onto the body of the website," " Odoo reveals a pop-up window, in which the desired mailing list is selected" " from a drop-down menu (and linked) to this block on the website." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1 msgid "View of the add mailing list subscription pop-up on an Odoo Website." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:108 msgid "" ":guilabel:`Newsletter Block` - Adds a block onto the webpage, providing " "visitors with the option to add their email address to this mailing list, " "and subscribe to future communications." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:111 msgid "Here's an example of a :guilabel:`Newsletter Block`." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:0 msgid "View of a sample newsletter block in the Odoo Website application." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:116 msgid "" ":guilabel:`Newsletter Popup` - Tells Odoo to reveal a subscription pop-up " "window to occur at a certain part of the webpage. When the visitor scrolls " "to this predetermined point, a pop-up subscription window appears, asking " "for their email address to subscribe to the mailing list. The pop-up window " "can be edited further to fit any business needs." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:121 msgid "Here's an example of a :guilabel:`Newsletter Popup`." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:0 msgid "View of a sample newsletter pop-up sample on an Odoo Website." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:126 msgid "" ":guilabel:`Newsletter` - Provides visitors with a simple field to add their " "email address to the mailing list, and subscribe to future mailings in the " "footer (or anywhere else on the page)." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:129 msgid "Here's an example of a :guilabel:`Newsletter` dynamic block." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:0 msgid "View of a Newsletter dynamic block on an Odoo Website." msgstr "" #: ../../content/applications/marketing/email_marketing/mailing_lists.rst:135 #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:73 msgid ":doc:`/applications/marketing/email_marketing`" msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:3 msgid "Manage unsubscriptions (Blacklist)" msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:5 msgid "" "Providing recipients with the power to unsubscribe from mailing lists is not" " only a smart business practice, it's often a legal requirement. By allowing" " recipients to unsubscribe from a mailing list establishes a sense of trust " "with an audience, and helps companies appear genuine (and not spammy)." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:10 msgid "Enable the Blacklist feature" msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:12 msgid "" "First, the *Blacklist* feature must be enabled. To do that, navigate to " ":menuselection:`Email Marketing app --> Configuration --> Settings`, enable " "to :guilabel:`Blacklist Options when Unsubscribing`, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1 msgid "" "View of the blacklist feature in the Settings page of the Odoo Email " "Marketing app." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:20 msgid "" "With that feature activated, an *Unsubscribe* link appears in mailings. If a" " recipient clicks that link, Odoo reveals a :guilabel:`Unsubscriptions` " "page, where they can directly manage their subscriptions." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:25 msgid "" "With a test mailing, clicking the :guilabel:`Unsubscribe` link reveals an " "error page (*error 403 - Access Denied*). To make sure the link is working " "properly, create the mailing, and only send it to a personal email." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:30 #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:102 msgid "Blacklist" msgstr "Czarna lista" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:32 msgid "" "In addition to having the option to *Unsubscribe* from specific mailing " "lists, the recipient can also *Blacklist* themselves, meaning they will not " "receive *any* more emails." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:36 msgid "" "The mailing list has to be configured as *Public* in order to be visible for" " users." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:38 msgid "" "To view a complete collection of blacklisted email addresses, navigate to " ":menuselection:`Email Marketing app --> Configuration --> Blacklisted Email " "Addresses`." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1 msgid "View of the blacklisted email addresses page in Odoo Email Marketing." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:45 msgid "" "When a blacklisted record is selected from this page, Odoo reveals a " "separate page with that blacklisted recipient's contact information." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1 msgid "View of a blacklisted contact detail form in Odoo Email Marketing." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:52 msgid "" "In the :guilabel:`Chatter` of this page, there's a time-stamped message, " "informing the user when that recipient blacklisted themselves (via a " ":guilabel:`Mail Blacklist created` log note)." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:56 msgid "Unblacklist contacts" msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:58 msgid "" "To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the " "upper-left corner to remove the contact from the blacklist, allowing them to" " receive mailings once again." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:61 msgid "" "When :guilabel:`Unblacklist` is clicked, a pop-up appears. In this pop-up, " "the specific email address is listed, and there's a :guilabel:`Reason` " "field, in which a reason can be entered, explaining why this particular " "contact was removed from the blacklist." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1 msgid "" "View of the unblacklist pop-up window in the Odoo Email Marketing " "application." msgstr "" #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:69 msgid "" "After filling in the fields, click :guilabel:`Confirm` to officially remove " "that particular contact from the blacklist." msgstr "" #: ../../content/applications/marketing/events.rst:5 msgid "Events" msgstr "Wydarzenia" #: ../../content/applications/marketing/events.rst:8 msgid "`Odoo Tutorials: Events `_" msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:3 msgid "Event booths" msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:5 msgid "" "Create event booths, sell their availability, and manage reservations with " "the Odoo **Events** application." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:9 #: ../../content/applications/marketing/events/sell_tickets.rst:10 #: ../../content/applications/marketing/events/track_manage_talks.rst:9 msgid "Configuration" msgstr "Konfiguracja" #: ../../content/applications/marketing/events/event_booths.rst:11 msgid "" "To create, sell, and manage booths for events, the *Booth Management* " "feature **must** be activated." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:14 msgid "" "Navigate to :menuselection:`Events app --> Configuration --> Settings`, and " "in the :guilabel:`Events` section, tick the :guilabel:`Booth Management` " "checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:20 msgid "The Booth Management setting in the Odoo Events application." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:23 msgid "" "When the :guilabel:`Booth Management` setting is activated, a new *Product " "Type* becomes available on all product forms: *Event Booth*." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:26 msgid "" "Every created booth **must** be assigned a *Booth Category* on its " "respective booth form, and every booth category **must** have an *Event " "Booth* product assigned to it." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:30 msgid "Booth categories" msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:32 msgid "" "With the *Booth Management* setting activated in the **Events** app, the " "*Booth Categories* option appears in the :guilabel:`Configuration` menu." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:35 msgid "" "To access the :guilabel:`Booth Category` dashboard, go to " ":menuselection:`Events app --> Configuration --> Booth Categories`, which " "reveals a list of all created booth categories." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst-1 msgid "The Booth Category page in the Odoo Events application." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:42 msgid "" "On the :guilabel:`Booth Category` page, the following information for each " "booth category is listed:" msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:44 msgid ":guilabel:`Name`: the name of the booth category." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:45 msgid "" ":guilabel:`Create Sponsor`: If ticked, booking this booth category creates a" " sponsor for the user." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:46 msgid "" ":guilabel:`Product`: the *Event Booth* product associated with that specific" " booth category." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:47 msgid ":guilabel:`Price`: the price of a booth in that booth category." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:49 msgid "" "When the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon, located to " "the far-right of the column titles, is clicked, a drop-down menu of " "additional column options appears. From the resulting drop-down menu, tick " "the checkbox beside :guilabel:`Sponsor Level` and/or :guilabel:`Sponsor " "Type` to reveal those columns on the :guilabel:`Booth Category` page." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:54 msgid "" "To edit an existing booth category, select it from the list, and make any " "desired modifications." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:57 msgid "Create booth category" msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:59 msgid "" "To create a booth category from the :guilabel:`Booth Category` page, click " "the :guilabel:`New` button in the upper-left corner to reveal a blank booth " "category form." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst-1 msgid "A typical booth category form in the Odoo Events application." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:66 msgid "" "Enter a name for the booth category in the top :guilabel:`Booth Category` " "field. This is a **required** field." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:69 msgid "" "To add a corresponding image to the booth category (e.g. a sample photo of " "the booth), click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that " "appears when the cursor hovers over the camera placeholder in the upper-" "right corner of the booth category form. Then, upload the desired image to " "the booth category form, if needed." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:74 msgid "" "In the :guilabel:`Booth Details` section, users **must** assign a " ":guilabel:`Product` to the category, and it **must** have *Event Booth* set " "as the *Product Type* on the product form." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:77 msgid "" "Regardless of the listed price on the *Event Booth* product chosen, a custom" " :guilabel:`Price` can be applied for this booth category in that field." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:80 msgid "" "In the :guilabel:`Sponsorship` section, tick the :guilabel:`Create Sponsor` " "checkbox option, if the user should be created as an official *Sponsor* of " "the event, whenever a booth belonging to this category is booked." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:84 msgid "" "When the :guilabel:`Create Sponsor` checkbox is ticked, two additional " "fields appear beneath it: :guilabel:`Sponsor Level` and :guilabel:`Sponsor " "Type`." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:88 msgid "" ":guilabel:`Sponsor Level` and :guilabel:`Sponsor Type` establish different " "distinctions of sponsors." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:91 msgid "" "For example, if a sponsor has been attached to a company for multiple years," " they would be granted a higher level (e.g. *Gold* level), which provides " "them with immediate credibility and status. Whereas, conversely, a " "relatively new sponsor would be granted a lower level (e.g. *Bronze* level)," " which coincides with its own credibility and status." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:96 msgid "" "Select a desired level of sponsorship from the :guilabel:`Sponsor Level` " "drop-down field." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:99 msgid "" "To modify any existing :guilabel:`Sponsor Level`, select it from the drop-" "down field, then click the :icon:`fa-arrow-right` :guilabel:`(right arrow)` " "that appears at the end of the line. Doing so opens a separate page, wherein" " the :guilabel:`Sponsor Level` name and :guilabel:`Ribbon Style` can be " "changed, if necessary." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:104 msgid "" "Users can also create a new :guilabel:`Sponsor Level`, by typing in the name" " of the new level, and clicking :guilabel:`Create and edit...` from the " "resulting drop-down menu." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:107 msgid "Doing so reveals a :guilabel:`Create Sponsor Level` pop-up window." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst-1 msgid "" "The Create Sponsor Level pop-up window that appears in the Odoo Events " "application." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:114 msgid "" "Clicking :guilabel:`Create` from the resulting drop-down menu in this " "instance, creates the sponsor level, but does **not** immediately prompt the" " user to further configure it, via a :guilabel:`Create Sponsor Level` pop-up" " window." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:118 msgid "" "From the :guilabel:`Create Sponsor Level` pop-up window, confirm the newly-" "created :guilabel:`Sponsor Level`, and decide what kind of :guilabel:`Ribbon" " Style` should be applied, if any." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:122 msgid "" "The :guilabel:`Ribbon Style` options available in that drop-down field are: " ":guilabel:`No Ribbon`, :guilabel:`Gold`, :guilabel:`Silver`, and " ":guilabel:`Bronze`." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:125 msgid "" "If one is selected, that :guilabel:`Ribbon Style` appears with the sponsor's" " name on the event website." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:128 msgid "" "In the :guilabel:`Sponsor Type` field, choose one of the following options " "from the drop-down menu: :guilabel:`Footer Logo Only`, " ":guilabel:`Exhibitor`, or :guilabel:`Online Exhibitor`." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:131 msgid "" ":guilabel:`Footer Logo Only`: the sponsor is only featured on the footer of " "the event website." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:132 msgid "" ":guilabel:`Exhibitor`: the sponsor is scheduled to be an exhibitor at the " "event." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:133 msgid "" ":guilabel:`Online Exhibitor`: the sponsor is scheduled to be an online " "exhibitor for a virtual event." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:136 msgid "" "On the booth category form, beneath those sections (:guilabel:`Booth " "Details` and :guilabel:`Sponsorship`), there is the :guilabel:`Description` " "tab. In this tab, enter any vital information related to the booth category " "that would be important for any potential booth-buyer to know about (e.g., " "the square footage, available amenities, size of display screen, etc.)." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:142 msgid "Add booth to an event" msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:144 msgid "" "To add a booth to an event, navigate to an existing event form, via " ":menuselection:`Events app --> Events`, and select the desired event from " "the :guilabel:`Events` dashboard. Or, click :guilabel:`New` to open a blank " "event form." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:148 msgid "" "From the event form, click the :guilabel:`Booths` smart button at the top of" " the page to reveal the :guilabel:`Booths` page for that event." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:151 msgid "" "The :guilabel:`Booths` page is displayed in a Kanban view, by default, with " "two different stages: :guilabel:`Available` and :guilabel:`Unavailable`." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst-1 msgid "" "Typical event booths page, accessible via the smart button on an event form." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:159 msgid "" "The :guilabel:`Booths` page of an event is also viewable in a :icon:`oi-" "view-list` :guilabel:`List` view, :icon:`fa-area-chart` :guilabel:`Graph` " "view, and :icon:`oi-view-pivot` :guilabel:`Pivot` view. All of which are " "accessible, via their icons, in the upper-right corner of the " ":guilabel:`Booths` page." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:164 msgid "" "The booths present in the :guilabel:`Available` stage are still available " "for purchase. The booths present in the :guilabel:`Unavailable` stage have " "already been purchased, and are no longer available." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:168 msgid "" "To modify any existing booth, click the desired booth from the " ":guilabel:`Booths` page, and make any necessary changes from the booth form." " Or, create a new one, by clicking the :guilabel:`New` button in the upper-" "left corner of the :guilabel:`Booths` page to reveal a blank booth form." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:173 msgid "Booth form" msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:175 msgid "" "The booth form in Odoo **Events** lets users customize and configure event " "booths." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst-1 msgid "Typical booth form in the Odoo Events application." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:181 msgid "" "Start by typing in a :guilabel:`Name` for the booth. This is a **required** " "field." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:183 msgid "" "Then, apply a :guilabel:`Booth Category` to the booth. This is a " "**required** field." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:186 msgid "" "A new :guilabel:`Booth Category` can be created from this field, by typing " "in the name of the new category, and clicking :guilabel:`Create and edit...`" " from the resulting drop-down menu. Doing so reveals a :guilabel:`Create " "Booth Category` pop-up window, with all the standard fields found on a " "common booth category form." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:191 msgid "" "Clicking :guilabel:`Create` from the resulting drop-down menu that appears " "after typing in a new name creates the category, but does **not** reveal the" " :guilabel:`Create Booth Category` pop-up window. The category would have to" " be modified later, via the *Booth Categories* page (:menuselection:`Events " "app --> Configuration --> Booth Categories`)." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:196 msgid "" "Upon selecting a :guilabel:`Booth Category`, two additional, non-modifiable " "fields appear: :guilabel:`Product` and :guilabel:`Price`. Both fields " "represent their respective selections for that specific booth category." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:200 msgid "" "When a person purchases a booth rental through the event website, the " "subsequent renter-related fields on the form auto-populate, based on the " "information provided by the purchaser during the online transaction. The " "booth also automatically changes its status from :guilabel:`Available` to " ":guilabel:`Unavailable`." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:205 msgid "" "However, if the rental of a booth is conducted in any other way (e.g., in " "person, via sales order, etc.), the :guilabel:`Renter`, :guilabel:`Renter " "Name`, :guilabel:`Renter Email`, :guilabel:`Renter Phone`, and " ":guilabel:`Renter Mobile` fields can be entered manually." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:209 msgid "" "The status of the booth (:guilabel:`Available` or :guilabel:`Unavailable`) " "can also be changed manually, either by clicking the appropriate status from" " the status bar present on the booth form, or by dragging-and-dropping the " "desired booth into the appropriate stage, via the *Booths* page, while in " "Kanban view." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:215 msgid "Sell event booths" msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:217 msgid "" "With event booths configured on the event form, Odoo presents them on the " "event website, via the *Get A Booth* event subheader link." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:220 msgid "" "To access the *Get A Booth* page on the event website, open the " ":menuselection:`Events app`, and select the desired event from the " ":guilabel:`Events` dashboard. From the event form, click the :guilabel:`Go " "to Website` smart button to be taken to the Odoo-built event website." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:224 msgid "" "If the event subheader menu (with the :guilabel:`Get A Booth` option) is " "*not* showing up on the event website, there are two ways to make it appear." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:227 msgid "" "While on the event website, enter the edit mode by clicking the " ":guilabel:`Edit` button in the upper-right corner. Then, click into the " ":guilabel:`Customize` tab of the resulting sidebar of web design tools." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:231 msgid "" "In the :guilabel:`Customize` tab, click the toggle switch for " ":guilabel:`Sub-Menu (Specific)`, and click :guilabel:`Save`. Doing so " "reveals the event subheader menu with various options." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:234 msgid "" "Alternatively, enter :doc:`Debug mode <../../general/developer_mode>`, and " "open the specific event form in the **Events** application." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:237 msgid "" "On the event form, with *Debug mode* on, an array of subheader menu options " "appears. Tick the checkbox for :guilabel:`Website Submenu`, in order for the" " submenu to appear on the event website. Doing so also ticks every other " "submenu-related checkbox automatically." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:241 msgid "" "At this point, choose which options to keep on the event subheader menu. In " "this case, make sure the :guilabel:`Booth Register` checkbox is ticked." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:244 msgid "" "On the event website, click the :guilabel:`Get A Booth` event subheader menu" " option. Doing so reveals the :guilabel:`Get A Booth` page, showcasing all " "the configured event booths that were created." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst-1 msgid "Typical Get A Booth page on the event website via the Odoo Events app." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:252 msgid "" "From here, the visitor can select their desired booth option. Next, they " "would click the :guilabel:`Book my Booths` button, located at the bottom of " "the :guilabel:`Get A Booth` page." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:255 msgid "" "Doing so reveals a :guilabel:`Sponsor Details` page, wherein they fill out " "either *Sponsor Details* or *Contact Details*, depending on how the booth " "was configured on the event form. The fields present on this form vary, " "depending on whether it is meant for a basic contact or an event sponsor." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:260 msgid "" "If the selected booth has the *Create Sponsor* checkbox ticked, this page " "reads as *Sponsor Details*." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:263 msgid "" "The information provided on this page is used to auto-populate the renter-" "related information on the booth form." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:266 msgid "" "Once the necessary information has been entered, the booth purchaser then " "clicks the :guilabel:`Book my Booths` button at the bottom of the page, and " "completes the typical checkout process." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:269 msgid "" "Upon successful payment confirmation, that selected booth automatically " "moves to the *Unavailable* stage on the event-specific *Booths* page in the " "**Events** application (accessible via the *Booths* smart button on the " "event form)." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:273 msgid "" "Also, the provided *Sponsor* information (if applicable), and *Sales Order* " "information, are accessible from the specific event form, via their " "respective smart buttons that appear at the top of the form." msgstr "" #: ../../content/applications/marketing/events/event_booths.rst:278 msgid "" "Click the *Sponsors* smart button on an event form to view and modify any " "information about the sponsor, if necessary." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:3 msgid "Event essentials" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:5 msgid "" "Odoo Events provides event coordinators with an arsenal of planning, " "communications, and reporting tools to create immersive and engaging " "experiences for customers. Namely, staff can create and publish events on " "their website, sell tickets online, scan tickets with Odoo barcode, send out" " automated emails, and generate rich reporting data once the event accepts " "registrations." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:11 msgid "Kanban concepts and organization" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:13 msgid "" "To get started, click on the :guilabel:`Events` application on the home " "dashboard, which then leads to the kanban view populated with a variety of " "pipeline stages. Key information is listed on each event card, such as the " "date/time of the event, along with the number of expected (and confirmed) " "attendees." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:18 msgid "" "To create a new stage, click :guilabel:`Add a Column` and provide a " "befitting title to reflect the purpose of that stage." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:21 msgid "" "To reorganize the stages, just drag-and-drop them until they are in the " "correct order. Stages can also be “folded” in the kanban for a cleaner " "presentation, via the :guilabel:`Settings` menu to the right of each stage's" " title, which is represented by a gear icon." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:26 msgid "" "The gear icon, by default, is hidden and will appear next to the " ":guilabel:`+` icon when moused over." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:29 msgid "When clicked, a drop-down menu of settings will appear." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "Overview of events setting with the kanban view in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:36 msgid "Create a new event" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:38 msgid "" "To create an event, click :guilabel:`Create` from the Events dashboard. Odoo" " will then direct the page to a blank event template form." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:41 msgid "" "From the event form, fill out the necessary fields, either by choosing from " "existing data in the Odoo database or by creating and editing new field " "data. Key information to enter for the event includes:" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:45 msgid ":guilabel:`Event Name`: give the event a title." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:46 msgid "" ":guilabel:`Date`: when the event is scheduled to take place (expressed in " "your local timezone on the form view)." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:48 msgid "" ":guilabel:`Display Timezone`: indicates the timezone in which the event " "dates/times will be displayed on the website." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:50 msgid "" ":guilabel:`Template`: choose from a pre-built event template or build a " "custom one and connect it here." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:52 msgid "" ":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. " "`tradeshow`). Tags help better organize event cards in the kanban and are " "useful when using search filters during reporting periods." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:55 msgid "" ":guilabel:`Organizer`: detail the organizer(s) for the event. This field is " "usually the company that owns the Odoo database, or a vendor." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:57 msgid "" ":guilabel:`Responsible`: name the point person who is responsible for " "organizing the event." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:58 msgid "" ":guilabel:`Website`: indicate which Odoo website(s) the event event should " "be published to." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:59 msgid "" ":guilabel:`Venue`: list the venue details here if it's a new record, or " "choose from an existing location." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:61 msgid "" ":guilabel:`Limit Registrations`: when enabled, this setting caps the " "attendee registrations to a specified amount" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:63 msgid "" ":guilabel:`Autoconfirmation`: when enabled, this setting skips the " "confirmation request that gets sent by email to event registrants, and " "automatically confirms their registration." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:66 msgid "" "Once the fields in the event form are set, move on to the " ":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the " ":guilabel:`Questions` tab if registrations should require additional " "information." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:71 msgid "Add and sell event tickets" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:73 msgid "" "Under the :guilabel:`Tickets` tab, add line items for each type of ticket " "the event plans to offer. Here, determine the ticket price, start/end dates " "for registrations, as well as the maximum number of tickets that can be " "sold." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:77 msgid "" "If selling tickets isn't necessary for the event, a simple " ":guilabel:`Registration` button will be displayed on the event's page by " "default." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "View of the ticket tab in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:85 msgid "Send automated emails, text, and social posts to event attendees" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:87 msgid "" "Under the :guilabel:`Communication` tab, configure personalized email, SMS, " "or social post messages to keep in touch with event attendees. For each " "communication, click :guilabel:`Add a line` in the :guilabel:`Communication`" " tab form, and then choose (or create) a communications template using the " "drop-down menu under the :guilabel:`Template` column." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:92 msgid "" "Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how " "often the communication should be sent; use these time fields to specify the" " frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " ":guilabel:`Months` communications should be sent. There is also the option " "to send communications `Immediately` after a specified :guilabel:`Trigger` " "is activated." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:98 msgid "" "In the last column, determine the :guilabel:`Trigger` which controls how and" " when the communication is sent. For this action, choose between: " ":guilabel:`Before the event`, :guilabel:`After each registration`, or " ":guilabel:`After the event`." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "View of the communication tab in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:107 msgid "Attach a questionnaire to event registrations" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:109 msgid "" "Implementing a questionnaire during event sign up is an effective way to " "gauge the wants, needs, and interests of the event's attendees ahead of " "time. Questionnaires also act as informative analytics tools for reporting " "periods before (or after) events take place." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:113 msgid "" "To create a questionnaire, from the :guilabel:`Events` application, navigate" " to :menuselection:`Configuration --> Settings` and then enable the " ":guilabel:`Questions` setting." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:116 msgid "" "With the setting enabled, questions and answers can now be added (and " "recorded) under the the :guilabel:`Questions` tab back on the event form. " "For each question, specify if it should only be asked once with the " ":guilabel:`Ask once per order` checkbox, or if the question requires a " ":guilabel:`Mandatory Answer`, which will make the question required for " "registration." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:122 msgid "" "If the :guilabel:`Once per order` checkbox is enabled, then a single " "registration for 3 event attendees will show the questionnaire only once." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:125 msgid "" "There are two :guilabel:`Question Types` to choose from: " ":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` " "type, allows attendees to select an answer from pre-configured options, " "which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text " "Input` type allows attendees to write in their own answer to the question in" " a text box." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "View of an event form, open the questions tab, and add a question." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:135 msgid "Log internal notes or add ticket instructions" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:137 msgid "" "In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " "and/or :guilabel:`Ticket instructions`." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:140 msgid "" "Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, " "contact information, etc.) for event staff to reference. In the " ":guilabel:`Ticket instructions` field, helpful information for staff and " "attendees can be shared (like, directions to the venue, opening/closing " "times, etc.)" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:146 msgid "" "Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket " "instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These " "options provide various formatting options to ensure vital internal " "information is organized for event staff to review." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "View of the Notes tab in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:155 msgid "Invite attendees to the event" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:157 msgid "" "To invite people to an event, click the :guilabel:`Invite` button located in" " the top left corner of the event form." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:160 msgid "" "Inside the invite template form, are options to sent email or SMS invites. " "Each message can be fully customized, and recipients can be added." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:163 msgid "" "Adding a :guilabel:`Subject` line for the invite message is required, but " "the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`" " is a catchy preview sentence meant to encourage recipients to open the " "email." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:168 msgid "" "In most cases, the :guilabel:`Preview Text` is displayed next to the " "subject. Keep this field empty to ensure the first characters of the email " "content appear, instead." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:172 msgid "Select invitees and configure recipient filters" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:174 msgid "" "In the middle of the invitation form, find and click the " ":guilabel:`Recipients` field, to reveal a drop-down menu of recipient " "options. These choices represent where Odoo will find the desired " "recipients' information." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:178 msgid "" "Once an option from this menu is selected (e.g. :guilabel:`Applicant`, " ":guilabel:`Contact`, :guilabel:`Event Registration`, " ":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all " "recipients who match that initial rule. Additional rules can be added to " "narrow down the target recipients, by clicking :guilabel:`Add Filter`." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "" "View of the add filter button beneath the recipients field in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:187 msgid "" "Clicking :guilabel:`Add Filter` reveals three fields, formatted like an " "equation. To reveal the sub-menu options, click each field, and make the " "desired selections, until the preferred configuration has been acheived. The" " number of :guilabel:`Records` that match the rule(s) are indicated to the " "right of the :guilabel:`Recipients` field, in green." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:196 msgid "" "To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and " ":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)" " of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, " "the :guilabel:`...` 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/events/event_essentials.rst:203 msgid "Build a custom event invite" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:205 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 web builder, " "located on the right sidebar." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "" "View of the drag and drop building blocks used to customize event invite " "emails." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:214 msgid "" "To build an email event invite from scratch, select the :guilabel:`Plain " "Text` template, and Odoo will provide a blank email canvas, which can be " "customized either by using the frontend rich text editor that accepts slash " "(`/`) commands, or the XML code editor when :ref:`developer mode ` is engaged and the :guilabel:`` icon is pressed." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:220 msgid "" "The :guilabel:`Mail Body` tab (and template options), are only available if " "the event invite :guilabel:`Mailing Type` is designated as an " ":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a " ":guilabel:`SMS Content` tab (consisting of a blank text space), is " "available, instead." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:226 msgid "Modify event invite settings" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:228 msgid "" "The options under the :guilabel:`Settings` tab are different, depending on " "the specified :guilabel:`Mailing Type`." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:231 msgid "" "If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`," " an employee can be designated as the :guilabel:`Responsible`, meaning that " "person is the one responsible for this particular invite message. " ":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be " "designated here, as well." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:236 msgid "" "Also, 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/events/event_essentials.rst:240 msgid "" "If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a" " :guilabel:`Responsible` can be designated, and the option to " ":guilabel:`Include an opt-out link` is available." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:244 msgid "Send event invitations to recipients" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:246 msgid "" "If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are " "three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, " "and :guilabel:`Test`." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:249 msgid "" "The :guilabel:`Send` option sends the invite right away. The " ":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time" " can be selected for the email to be sent. The :guilabel:`Test` option " "reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email " "addresses can be entered for Odoo to send them the current version of the " "mailing for review before officially sending it out to prospective event " "attendees." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:255 msgid "" "If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four " "options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, " ":guilabel:`Schedule`, and :guilabel:`Test`." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:258 msgid "" "The :guilabel:`Put in Queue` option schedules an SMS message to all " "recipients (that match the designated rules, if any) in the near future. " "Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. " "When confirmed, a blue banner appears on the event invite template form, " "indicating that the SMS will be sent later that day." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:264 msgid "" "The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options" " all function the same way for both :guilabel:`Mailing Type` options." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:268 msgid "Publish events" msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:270 msgid "" "Until an event is published, it will remain hidden from public view on the " "website and registering for it will not be possible. To publish an event, " "navigate to it either from the backend of Odoo through the " ":guilabel:`Events` application, or access the hidden event page through the " "frontend as either a priveliged user or administrator." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:275 msgid "" "If navigating from the backend, go to the event form, and click the " ":guilabel:`Go to Website` smart button to reach the event page on the " "website (on the frontend). If starting from the frontend, simply navigate to" " the event page that needs to be published." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst:279 msgid "" "No matter the route, an event page can only be published from the frontend. " "In the upper right corner of the event page on the website, toggle the " "switch from the red :guilabel:`Unpublished` status to the green " ":guilabel:`Published` status. Doing so instantly makes the event page " "accessible to the public on the website." msgstr "" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "" "View of a website page and the option to publish the event in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:3 msgid "Sell tickets" msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:5 msgid "" "Create custom ticket tiers (with various price points) for potential " "attendees to choose from, directly on the event template form, under the " ":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by " "providing plenty of payment method options." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:12 msgid "" "First, in order to enable the creation (and selling of) event tickets, go to" " :menuselection:`Configuration --> Settings`, then enable the " ":guilabel:`Tickets` and :guilabel:`Online Ticketing` features." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:16 msgid "" "The :guilabel:`Tickets` feature allows tickets to be sold for an event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:18 msgid "" "The :guilabel:`Online Tickets` feature allows for the sale of tickets to " "occur through the website." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:21 msgid "" "If these options are *not* enabled, a default :guilabel:`Register` button " "will be available for free registrations." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of the settings page for Odoo Events." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:29 msgid "Sell tickets through sales orders" msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:31 msgid "" "In the :guilabel:`Sales` application, choose a previously-created Event " "Registration (as if it were a product), and add it as a product line. Upon " "adding the registration, a pop-up appears, which allows for the selection of" " a specific event (and ticket tier). That specific event ticket is then " "attached to the sales order." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" "View of a sales order and option to choose the specific event in Odoo " "Events." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:40 msgid "" "Events with tickets sold online or through sales orders have a " ":guilabel:`Sales Smart Button` shortcut, located at the top of the event " "template form (in the :guilabel:`Events` application)." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:43 msgid "" "Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " "sales orders related to that event." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" "View of an event form highlighting the column product under the tickets tab in Odoo\n" "Events." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:56 msgid "Sell tickets through the website" msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:58 msgid "" "With tickets purchased through the website, the process is similar to " "creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` " "product. Here, tickets are added to a virtual cart, and the transaction can " "be completed as usual - utilizing any of the pre-configured payment methods " "options that have been set up on the website." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst:63 msgid "" "The completed purchase is automatically produced in a :guilabel:`Sales " "Order`, which can be easily accessed in the back end of the database." msgstr "" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of website transaction for Odoo Events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:3 msgid "Track and manage talks" msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:5 msgid "" "With Odoo Events, it's possible to provide attendees with the power to " "propose presenters to speak at events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:11 msgid "" "First, go to :menuselection:`Events --> Configuration --> Settings` and " "enable :guilabel:`Schedule & Tracks`." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:14 msgid "" "When that feature is enabled, two more options become available: *Live " "Broadcast* and *Event Gamification*." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:17 msgid "" ":guilabel:`Live Broadcast` allows for the airing of tracks online through a " "YouTube integration." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:19 msgid "" ":guilabel:`Event Gamification` allows for the sharing of a quiz with your " "attendees, once a track (talk) is over." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:23 msgid "" ":guilabel:`Event Gamification` isn't necessary for tracks to appear on the " "event page on the website, but it can enhance the engagement and overall " "enjoyablity of the event for attendees." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:27 msgid "Talks, talk proposals, and agenda" msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:29 msgid "" "Once those two features are enabled, the following links are automatically " "added to the sub-header menu, located on the event page on the website: " ":guilabel:`Talks`, :guilabel:`Talk Proposals`, and :guilabel:`Agenda`. Any " "attendee can freely access these menu items and their corresponding content." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:33 msgid "" "The :guilabel:`Talks` link takes the attendee to a page full of all the " "talks for that event." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:35 msgid "" "The :guilabel:`Talks Proposals` link takes the attendee to a form page, " "where they can propose talks for the event." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:38 msgid "" "The :guilabel:`Agenda` link takes the attendee to a page with all the talks " "for the event, but in a calendar/time-slot format." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst-1 msgid "" "View of the published website and the talks, talk proposals, and agenda in " "Odoo Events" msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:46 msgid "Manage talk proposals" msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:48 msgid "" "When attendees fill out and submit a talk proposal form on the website, a " "new :guilabel:`Proposal` is instantly created in the back end for the event." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:52 msgid "" "All talks (Proposals, Confirmed, Announced, etc.) are accessible via the " ":guilabel:`Tracks` smart button on the event form." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst-1 msgid "" "View of the talks' proposals page emphasizing the column proposal in Odoo " "Events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:59 msgid "" "If a proposal is accepted, move the :guilabel:`Event Track` to the " "appropriate stage in the Kanban view (e.g. `Confirmed`, etc.). Then, go to " "that particular event's template form, and click the :guilabel:`Go to " "Website` smart button to reach that specific talk's page on the website." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:63 msgid "" "In the upper right corner, toggle the switch from :guilabel:`Unpublished` to" " :guilabel:`Published`, and the talk is instantly accessible on the website." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:67 msgid "Without publishing a talk, attendees will never be able to access it." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst-1 msgid "View of the website page to publish a proposed talk for Odoo Events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:74 msgid "Attendees list and attendance" msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:76 msgid "" "Once attendees have registered for a specific event, they are added to the " ":guilabel:`Attendee List` for that event, which is accessible via the " ":guilabel:`Attendees` smart button on the event template form, or " ":menuselection:`Reporting --> Attendees` and sorted by event." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:81 msgid "" "When an attendee arrives at the event, they will be marked as attending " "(:guilabel:`Confirmed Attendance`), and the status of that attendee will " "change to :guilabel:`Attended.`" msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst-1 msgid "Overview of events with the kanban view in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:88 msgid "" "When analyzing an :guilabel:`Attendees list`, Odoo provides different ways " "to view the information. Each view option presents the same information, but" " in a slightly different layout. To change the view, click on the icons in " "the upper right hand of the screen." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst-1 msgid "Various view options on the attendees list page." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:96 msgid "" "In the :guilabel:`Kanban` view, it can be confirmed whether the attendees " "have already paid or remain unpaid." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:99 msgid "" "The :guilabel:`List` view provides information in a more traditional list " "formation." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:101 msgid "" "The :guilabel:`Calendar` view provides a clear schedule visualization of " "which attendees are arriving on specific dates of the event." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:104 msgid "" "The :guilabel:`Graph` view provides graphical representations of that " "event's attendees, along with numerous filters and customizable measures for" " deeper analysis." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:107 msgid "" "The :guilabel:`Cohort` view lays out attendee data to better analyze the " "number of registration dates." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:111 msgid "" "Tickets sold through sales orders validate attendees as soon as the " "quotation is confirmed." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:114 msgid "Manage registrations" msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:116 msgid "" "Upon selecting an attendee, Odoo reveals that specific attendee's detail " "form." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:118 msgid "" "From here, event badges can be sent manually, by selecting :guilabel:`Send " "By Email`. The :guilabel:`Attendee` can also be marked as " ":guilabel:`Attended`, or the registration can be canceled altogether via the" " :guilabel:`Cancel Registration` button." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst-1 msgid "" "View of an attendee form emphasizing the send by email and cancel registration in Odoo\n" "Events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:128 msgid "Lead Generation Rules" msgstr "Zasady generowania szans" #: ../../content/applications/marketing/events/track_manage_talks.rst:130 msgid "With Odoo, leads can be generated from events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:132 msgid "" "To create and configure a :guilabel:`Lead Generation Rule` related to " "events, navigate to :menuselection:`Events app --> Configuration --> Lead " "Generation`." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:135 msgid "" "On the :guilabel:`Lead Generation Rule` page, every configured " ":guilabel:`Lead Generation Rule` can be found, along with pertinent data " "related to those rules." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst-1 msgid "How the Lead Generation Rule page looks in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:142 msgid "" "To create a new :guilabel:`Lead Generation Rule`, click :guilabel:`Create`, " "and fill out the :guilabel:`Lead Generation Rule` form." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst-1 msgid "How the Lead Generation Rule template looks in Odoo Events." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:149 msgid "" "After naming the rule, configure *how* the lead should be created (either " ":guilabel:`Per Attendee` or :guilabel:`Per Order`), and *when* they should " "be created, (when :guilabel:`Attendees are created`, when " ":guilabel:`Attendees are confirmed`, or when :guilabel:`Attendees attended` " "the event)." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:154 msgid "" "In the :guilabel:`For any of these Events` section, there are fields to " "attach this rule to any specific event categories, company, and/or event. To" " add even more specificity to the rule, a domain filter rule can be " "configured to ensure the rule only applies to a specific target audience of " "attendees (found in the :guilabel:`If the Attendees meet these Conditions` " "section)." msgstr "" #: ../../content/applications/marketing/events/track_manage_talks.rst:159 msgid "" "Lastly, in the :guilabel:`Lead Default Values` section, designate a " ":guilabel:`Lead Type`, then assign it to a specific :guilabel:`Sales Team` " "(and/or :guilabel:`Salesperson`), and attach tags to the rule, if necessary." msgstr "" #: ../../content/applications/marketing/marketing_automation.rst:8 msgid "Marketing Automation" msgstr "Automatyzacja Marketingu" #: ../../content/applications/marketing/marketing_automation.rst:11 #: ../../content/applications/marketing/sms_marketing.rst:11 #: ../../content/applications/marketing/social_marketing.rst:11 msgid "" "`Odoo Tutorials: Marketing `_" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced.rst:5 msgid "Advanced" msgstr "Zaawansowane" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3 msgid "Campaign metrics" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5 msgid "" "*Campaign metrics* are detailed statistics and analytics within a marketing " "campaign, measuring its success and effectiveness. Triggered marketing " "activities populate relevant activity blocks with real-time metrics, in the " "campaign detail form." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 msgid "Activity analytics" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:12 msgid "" "In the :guilabel:`Workflow` section of a campaign detail form in the " "*Marketing Automation* app, where the various campaign activities are " "located, a collection of useful data can be found on every individual " "activity block, like number of communications :guilabel:`Sent`, percentage " "of messages that have been :guilabel:`Clicked`, and more." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1 msgid "" "An activity block in the workflow section with useful analytical data in " "Odoo." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:21 msgid "" "To the left of the activity block, the configured :doc:`trigger time " "<../getting_started/workflow_activities>` is displayed as a duration (either" " :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or " ":guilabel:`Months`) if it corresponds to period after the workflow begins." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27 msgid "" "If the trigger time is dependent on another activity or triggering action " "(e.g. :guilabel:`Mail: Replied`, etc.) the time is displayed, along with the" " necessary action for that activity to be activated (e.g. `Replied after 2 " "Hours`)." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" "Time trigger display when dependent on another activity in Odoo Marketing " "Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:35 msgid "" "In the activity block, an icon represents each activity type. An " ":guilabel:`✉️ (envelope)` icon means the activity is an email. Three tiny, " "interlocking :guilabel:`⚙️ (gear)` icons means the activity is an internal " "action. And, a small, basic :guilabel:`📱 (mobile)` icon means the activity " "is an SMS." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41 msgid "" "The activity type name is also displayed in smaller font below the activity " "title." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:43 msgid "" "Beside the activity icon, at the top of the activity block, is the title of " "the activity. To the right of the activity title, there are :guilabel:`Edit`" " and :guilabel:`Delete` buttons." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:46 msgid "" "Click :guilabel:`Edit` to open the :guilabel:`Open: Activities` pop-up form " "for that specific activity, in which that activity can be modified. Click " "the :guilabel:`Delete` button to completely delete that specific activity " "from the workflow." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:51 msgid "" ":doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities`" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54 msgid "Activity graph tab" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:56 msgid "" "In every activity block, the :guilabel:`Graph (pie chart icon)` tab is open " "by default, displaying related metrics as a simple line graph. The success " "metrics are represented in `green` and the rejected metrics are represented " "in `red`." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:60 msgid "" "Numerical representations of both :guilabel:`Success` and " ":guilabel:`Rejected` activities are shown to the right of the line graph." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64 msgid "" "Hovering over any point in the line graph of the activity block reveals a " "notated breakdown of data for that specific date." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" "Hovering over any point in line graph reveals notated breakdown of data in " "Odoo." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71 msgid "" "Beneath the graph in the activity block, for *Email* or *SMS* activity " "types, a line of accessible data figures provide a bird's eye view of the " "campaign activity, including: :guilabel:`Sent` (numerical), " ":guilabel:`Clicked` (percentage), :guilabel:`Replied` (percentage), and " ":guilabel:`Bounced` (percentage)." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:77 msgid "" "Clicking any of those stats on the :guilabel:`DETAILS` line, beneath the " "line graph, reveals a separate page containing every specific record for " "that particular data point." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:81 msgid "Activity filter tab" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:83 msgid "" "Next to the :guilabel:`Graph` tab on the activity block, there's the option " "to open a :guilabel:`Filter` tab (represented by a :guilabel:`filter/funnel`" " icon)." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1 #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1 msgid "" "What a campaign activity filter tab looks like in Odoo Marketing Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:90 msgid "" "Clicking the :guilabel:`Filter` tab on an activity block, reveals what the " "specific filters are for that particular campaign activity, and how many " "records in the database match that specific criteria." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:95 msgid "" "Clicking the :guilabel:`records` link beneath the displayed filter reveals a" " separate pop-up window containing a list of all the records that match that" " specific campaign activity rule(s)." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:99 msgid "Link tracker" msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:101 msgid "" "Odoo tracks all URLs used in marketing campaigns. To access and analyze " "those URLs, navigate to :menuselection:`Marketing Automation app --> " "Reporting --> Link Tracker`. Doing so reveals a :guilabel:`Link Statistics` " "page, wherein all campaign-related URLs can be analyzed." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:109 msgid "" "The default view on the :guilabel:`Link Statistics` page is the " ":guilabel:`Bar Chart` view, but there are different view options available " "in the upper-left corner. There is the option to view the statistics as a " ":guilabel:`Line Chart` or :guilabel:`Pie Chart`." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:113 msgid "" "Beside that, there is also the option to view the statistics as " ":guilabel:`Stacked`, and the data can be put into :guilabel:`Descending` or " ":guilabel:`Ascending` order." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:116 msgid "" "To the far-left of the view options, there is the :guilabel:`Measures` drop-" "down menu. When clicked, the options to view the :guilabel:`Number of " "Clicks` or total :guilabel:`Count` are available. And, to the right of the " ":guilabel:`Measures` drop-down menu, there's the ability to add any data to " "a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:121 #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:153 #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:180 msgid "" "Also, in the upper-right corner of the :guilabel:`Link Statistics` page, to " "the far-right of the search bar, there are additional view options to choose" " from: the default :guilabel:`Graph` view, the :guilabel:`Pivot` table view," " and the :guilabel:`List` view." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:126 msgid "Traces" msgstr "Ślady" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:128 msgid "" "Odoo tracks all activities used in every marketing campaign. The data " "related to these activities can be accessed and analyzed in the " ":guilabel:`Traces` page, which can be found by navigating to " ":menuselection:`Marketing Automation app --> Reporting --> Traces`." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1 msgid "The Traces page in the Odoo Marketing Automation application." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:136 msgid "" "The default view on the :guilabel:`Traces` page is the :guilabel:`Bar Chart`" " view, but there are different view options available in the upper-left " "corner. There is the option to view the statistics as a :guilabel:`Line " "Chart` or :guilabel:`Pie Chart`." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:140 msgid "" "At the top of the graph, there's a color key, informing the user which " "activities have been :guilabel:`Processed`, :guilabel:`Scheduled`, and " ":guilabel:`Rejected`. There's also an outline indicator to inform users of " "the :guilabel:`Sum` of certain activities, as well." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:144 msgid "" "Beside the various view option in the upper-left corner of the " ":guilabel:`Traces` page, there is also the option to view the statistics as " ":guilabel:`Stacked`, and the data can be put into :guilabel:`Descending` or " ":guilabel:`Ascending` order." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:148 msgid "" "To the far-left of the view options, there is the :guilabel:`Measures` drop-" "down menu. When clicked, the options to view the :guilabel:`Document ID` or " "total :guilabel:`Count` are available. And, to the right of the " ":guilabel:`Measures` drop-down menu, there's the ability to add any data to " "a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:158 msgid "Participants" msgstr "Uczestnicy" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:160 msgid "" "Odoo tracks all participants related to every marketing campaign. The data " "related to these participants can be accessed and analyzed in the " ":guilabel:`Participants` page, which can be found by navigating to " ":menuselection:`Marketing Automation app --> Reporting --> Participants`." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1 msgid "The Participants page in the Odoo Marketing Automation application." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:168 msgid "" "The default view on the :guilabel:`Participants` page is the :guilabel:`Pie " "Chart` view, but there are different view options available in the upper-" "left corner. There is the option to view the statistics as a :guilabel:`Line" " Chart` or :guilabel:`Bar Chart`." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:172 msgid "" "At the top of the graph, there's a color key that describes the type of " "participants found in the graph." msgstr "" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:175 msgid "" "To the far-left of the view options, there is the :guilabel:`Measures` drop-" "down menu. When clicked, the options to view the :guilabel:`Record ID` or " "total :guilabel:`Count` are available. And, to the right of the " ":guilabel:`Measures` drop-down menu, there's the ability to add any data to " "a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 msgid "Getting Started" msgstr "Pierwsze kroki" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3 msgid "Marketing automation campaigns" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5 msgid "" "The Odoo *Marketing Automation* app automates a variety of marketing tasks " "by combining specific rules and filters to generate timed actions. Instead " "of manually having to build each stage of a campaign (like a series of timed" " massmails), the *Marketing Automation* app allows marketers to build the " "entire campaign, and all of its stages, in one place---on one dashboard." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 msgid "Campaign configuration" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13 msgid "" "To create a new automated marketing campaign, navigate to " ":menuselection:`Marketing Automation app --> New` to reveal a blank campaign" " form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1 msgid "" "A blank marketing automation campaign form in Odoo Marketing Automation " "application." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:20 msgid "" "After entering a name for the marketing campaign, configure the target " "audience in the remaining fields." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23 msgid "" "A target audience can be configured by entering specific criteria for Odoo " "to use when determining to whom this marketing automation campaign should be" " sent." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 msgid "" "In the :guilabel:`Target` field, use the drop-down menu to choose which " "model the target audience filters should be based on (e.g. " ":guilabel:`Contact`, :guilabel:`Lead/Opportunity`, :guilabel:`Sales Order`, " "etc.)." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:30 msgid "" "Select :guilabel:`Search More...` from the drop-down menu to reveal a " ":guilabel:`Search: Target` pop-up window containing all of the available " "targeting options." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:33 msgid "" "Once a :guilabel:`Target` is selected, there's a :guilabel:`Unicity based " "on` field. This field is used to avoid duplicates based on the model chosen " "in the :guilabel:`Target` field." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:37 msgid "" "If :guilabel:`Customers` is chosen as the :guilabel:`Target`, select " ":guilabel:`Email` in the :guilabel:`Unicity based on` field so Odoo only " "processes one record for each customer email address." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:41 msgid "" "Select :guilabel:`Search More...` from the :guilabel:`Unicity based on` " "drop-down menu to reveal all available options in a pop-up window." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:44 msgid "" "Last on the campaign form is the :guilabel:`Filter` field. This is where " "more specific targeting options can be layered into the campaign to further " "narrow the number and type of recipients that receive the marketing " "automation material." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:48 msgid "" "If left alone, the :guilabel:`Filter` field reads: :guilabel:`Match all " "records`. That means Odoo uses the :guilabel:`Target` and :guilabel:`Unicity" " based on` fields to determine who the recipients will be. The number of " "recipients is represented beneath as :guilabel:`record(s)`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:53 msgid "Campaign filter rules" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:55 msgid "" "To add a more specific filter to a marketing automation campaign, click the " ":guilabel:`Add condition` button in the :guilabel:`Filter` field. Doing so " "reveals a series of other configurable filter rule fields." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59 msgid "" "In the rule fields, customizable equations can be configured for Odoo to use" " when filtering who to include or exclude in this specific marketing " "campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1 msgid "" "How the filter rule equation fields look in Odoo Marketing Automation " "campaigns." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:67 msgid "" ":guilabel:`Records` refer to contacts in the system that fit the specified " "criteria for a campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:70 msgid "" "Also, once :guilabel:`Add condition` is clicked, the ability to " ":guilabel:`Save as Favorite Filter` becomes available on the campaign form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:73 msgid "" "There is also the option to match records with :guilabel:`all` or " ":guilabel:`any` of the rules configured in the :guilabel:`Filter` field." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:76 msgid "" "To choose either of those options, click :guilabel:`all` from the middle of " "the sentence \":guilabel:`Match records with all of the following rules`\" " "to reveal a drop-down menu with those options." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1 msgid "" "Match records with all or any of the rules in Filter field for marketing " "campaigns." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:84 msgid "" "When the first field of the rule equation is clicked, a nested drop-down " "menu of options appears on the screen where specific criteria is chosen " "based on needs of the campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:87 msgid "" "The remaining fields on the rule equation further define the criteria, which" " is used to determine which records in the database to include or exclude in" " the execution of the campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:90 msgid "" "To add another rule, either click the :guilabel:`➕ (plus sign)` icon to the " "right of the filtering rule, or click :guilabel:`New Rule` beneath the rule " "equation fields. When either are clicked, a new series of rule fields " "appears." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:94 msgid "" "To add a branch of multiple rules at the same time, click the " ":guilabel:`branch` icon, located to the right of the :guilabel:`➕ (plus " "sign)` icon. When clicked, two additional sub-rule equation fields appear " "beneath the initial rule." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1 msgid "" "Sample of how the rule branches look in the filter section of a marketing " "campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:102 msgid "" "There is also the option to have the filter apply to :guilabel:`any` or " ":guilabel:`all` of the configured branch rules." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:105 msgid "" "For further information on marketing automation campaign filter " "configuration, refer to :doc:`this documentation page `." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:109 #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:153 msgid ":doc:`workflow_activities`" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:110 #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:266 msgid ":doc:`testing_running`" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 msgid "Target an audience" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 msgid "" "Delivering marketing campaigns to the right audience is paramount when " "trying to grow a business. The Odoo *Marketing Automation* application helps" " marketers to do just that by providing detailed filtering tools, which can " "be as simple (or as complex) as necessary, to reach the right customers at " "the right time." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 msgid "Configure target filters" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 msgid "" "When configuring the target filters on a marketing campaign, there are some " "options that have an :guilabel:`> (arrow)` icon beside them. The " ":guilabel:`> (arrow)` icon signifies that the particular filter has more " "refined parameters within it that can be customized." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1 #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1 msgid "The drop-down filter menu in the Marketing Automation application." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:21 msgid "" "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 cluster of parameters, " "allowing filters to be grouped with :guilabel:`ANY` or :guilabel:`ALL` " "statements." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 msgid "Every time a new branch is created, there are two options:" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:28 msgid "" "Either the records can match :guilabel:`ALL` criteria for the upcoming rules" " (creating an AND statement where *all* criteria must match)." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:30 msgid "" "Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " "(creating an OR statement where *only one* of the criteria must match)." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:33 msgid "" "To change between these two options, simply click the drop-down arrow icon " "in the green box and select :guilabel:`ANY` or :guilabel:`ALL`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:36 msgid "" "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 node" " or a branch, click on :guilabel:`✖ (delete)` icon to delete it." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:45 msgid "Use cases" msgstr "Przykłady użycia" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:47 msgid "" "The following scenarios outline different combinations of filters a " "marketing campaign might commonly use." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:51 msgid "Scenario #1: Narrow target down to new opportunities in the pipeline" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:53 msgid "" "While in *Edit mode* on a campaign template form (by clicking the " ":guilabel:`Edit` button), select the :guilabel:`Target` field, and click " ":guilabel:`Search More` from the drop-down menu. Then, search for " ":guilabel:`Lead/Opportunity`, and select it." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:57 msgid "" "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 drop-down menu full of filter " "options. From this drop-down, scroll down (or search for) :guilabel:`Type`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:62 msgid "" "Keep the second portion of the filter equation on the default :guilabel:`🟰 " "(equal sign)` icon." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:64 msgid "" "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 changes as the " "equation is customized." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:68 msgid "" "Add another node to this filter by clicking the :guilabel:`➕ (plus sign)` " "icon to the right of the equation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:71 msgid "" "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 the default :guilabel:`ID` from " "the first portion of the second filter equation, and scroll down (or search " "for) :guilabel:`Stage` from the field drop-down menu." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:76 msgid "" "Once again, leave the second portion of the filter equation on :guilabel:`🟰 " "(equal sign)` icon." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:78 msgid "" "Lastly, highlight the default value in the third (and final) portion of the " "second filter equation, and type in `New`. With that in place, Odoo only " "targets opportunities that are in the \"New\" stage of the pipeline." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1 msgid "" "A standard scenario using filters in the Odoo Marketing Automation app." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:87 msgid "" "Scenario #2: Narrow down target to event attendees who purchased a specific " "ticket" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:89 msgid "" "While in *Edit mode* on a campaign template form (by clicking the " ":guilabel:`Edit` button), select the :guilabel:`Target` field, and click " ":guilabel:`Search More` from the drop-down menu. Then, scroll down (or " "search for) :guilabel:`Event`, and select it." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:93 msgid "" "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 drop-down menu full of filter options. From " "this drop-down, scroll down (or search for) :guilabel:`Event`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:98 msgid "" "Click the default :guilabel:`🟰 (equal sign)` icon in the second portion of " "the filter equation. This reveals a drop-down menu. From this drop-down " "menu, select :guilabel:`contains`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:101 msgid "" "In the third (and final) empty portion of the filter equation, type in the " "name of the event(s) that Odoo should consider for this campaign filter." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:104 msgid "" "Then, add another node to this filter by clicking the :guilabel:`➕ (plus " "sign)` icon to the right of the equation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:107 msgid "" "The second node will focus on targeting this campaign to attendees who " "purchase a specific type of ticket to the aforementioned event(s) mentioned " "in the first filter equation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:110 msgid "" "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`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:114 msgid "" "Once again, click the default :guilabel:`🟰 (equal sign)` icon in the second " "portion of the filter equation, and select :guilabel:`contains`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:117 msgid "" "Lastly, in the third (and final) portion of the second filter equation, " "which is blank, type in the name of the ticket type that should be used for " "the filter. In this case, :guilabel:`Standard` is the name of the event " "ticket type for this sample filter." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1 msgid "An event ticket filter in the Odoo Marketing Automation application." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 msgid "Testing/running campaigns" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 msgid "" "The Odoo *Marketing Automation* app allows users to test marketing campaigns" " (and mailings) before officially running them to check for errors and " "correct any mistakes before it reaches its target audience." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:10 msgid "Test campaigns" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:12 msgid "" "To test a marketing campaign, open the :menuselection:`Marketing Automation " "app`, and select the desired campaign to test, which reveals the campaign's " "detail form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:15 msgid "" "On the campaign detail form, make sure the campaign already has activities " "configured in the workflow (or build a campaign by following the directions " "on :doc:`this documentation " "`)." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:20 msgid "" "Testing marketing automation campaigns is meant to be performed in the " "production version of the database. Duplicate (or trial) databases have " "limited email sending capabilities." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:23 msgid "" "To start a test, click the :guilabel:`Launch a Test` button at the top of " "the campaign form, to the right of the :guilabel:`Start` button." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "" "Launch a test button on a campaign detail form in Odoo Marketing Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:30 msgid "When clicked, a :guilabel:`Launch a test` pop-up window appears." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "Launch a test pop-up window that appears in Odoo Markting Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:36 msgid "" "In the :guilabel:`Launch a test` pop-up window, click the :guilabel:`Pick or" " create a/an Contact to generate a Test Participant` field to reveal a drop-" "down menu of contacts. From this drop-down menu, select an existing contact " "(or create a new one) to run the test on." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:41 msgid "" "Only one contact can be selected from the :guilabel:`Launch a test` pop-up " "window." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:43 msgid "" "To create a new contact directly from the :guilabel:`Launch a test` pop-up " "window, start typing the name of the new contact in the blank field, and " "click :guilabel:`Create and edit...`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "" "Typing in a new contact directly from the launch a test pop-up window in " "Odoo." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:50 msgid "" "Doing so reveals a blank :guilabel:`Create Record` pop-up form, in which the" " necessary contact information (:guilabel:`Email`, :guilabel:`Mobile`, etc.)" " *must* be entered, in order for the test to work. When the necessary " "information is entered, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "" "A blank contact form from a launch test pop-up window in Odoo Marketing " "Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:58 msgid "" "When all the necessary fields have been entered, click :guilabel:`Save & " "Close` to return to the :guilabel:`Launch a test` pop-up window." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:61 msgid "" "Once a contact is selected, click :guilabel:`Launch` to reveal the campaign " "test page." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "Test screen in Odoo Marketing Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:67 msgid "" "On the campaign test page, the name of the :guilabel:`Record` being tested " "is visible, along with the precise time this test workflow was started in " "the :guilabel:`Workflow Started On` field. Beneath that, in the " ":guilabel:`Workflow` section is the first activity (or activities) in the " "workflow that's being tested." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:72 msgid "" "To start a test, click the :guilabel:`Run` button, represented by a " ":guilabel:`▶️ (play button)` icon beside the first activity in the workflow." " When clicked, the page reloads, and Odoo shows the various results (and " "analytics) connected to that specific activity as they occur, in real-time." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:77 msgid "" "If a child activity is scheduled beneath a parent activity, that child " "activity will be revealed slightly indented in the workflow, once that " "parent activity has been run, via the :guilabel:`▶️ (play button)` icon." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "Workflow test progress in Odoo Marketing Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:85 msgid "" "Once all the workflow activities are completed, the test ends, and the " "status bar (in the upper-right corner) moves to the :guilabel:`Completed` " "stage." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:88 msgid "" "To stop a test before all the workflow activities are completed, click the " ":guilabel:`Stop` button in the upper-left corner of the campaign test page." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:92 msgid "Run campaigns" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:94 msgid "" "To run a campaign, navigate to :menuselection:`Marketing Automation app`, " "and select the desired campaign to run." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:97 msgid "" "On the campaign detail form, with all the desired activities ready in the " ":guilabel:`Workflow` section, click :guilabel:`Start` in the upper-left " "corner to officially run the campaign to the configured target audience " "specified on the campaign detail form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:101 msgid "" "Clicking :guilabel:`Start` launches the campaign, and the status bar of the " "campaign switches to :guilabel:`Running`, which is located in the upper-" "right corner of the campaign detail form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "" "The status of a marketing campaign changing to running in the upper-right " "corner." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:109 msgid "" "If some participants are already running on a campaign, and was stopped for " "any reason, clicking the :guilabel:`Start` button again prompts a pop-up " "warning. This warning advises the user to click an :guilabel:`Update` button" " to apply any modifications made to the campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "" "The workflow has been modified warning pop-up window of a marketing campaign" " form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:117 msgid "" "Be aware that participants that had already gone through an entire campaign " "in its original state **can** be reintroduced into the newly-modified " "campaign, and new traces could be created for them." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:121 msgid "" "Then, as the mailings and actions are triggered in the :guilabel:`Workflow`," " the various stats and data related to each activity appear in each activity" " block. There is also a series of stat-related smart buttons that appear at " "the top of the campaign detail form, as well." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:125 msgid "" "These analytical smart buttons will *also* populate with real-time data as " "the campaign progresses: :guilabel:`Templates`, :guilabel:`Clicks`, " ":guilabel:`Tests`, :guilabel:`Participants`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "" "The row of smart buttons that appear in a currently running marketing " "campaign in Odoo." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:133 msgid "Stop campaigns" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:135 msgid "" "To stop a campaign that's currently running, navigate to the " ":menuselection:`Marketing Automation app`, and select the desired campaign " "to stop. On the campaign detail form, click the :guilabel:`Stop` button in " "the upper-left corner." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "" "The stop button on a typical campaign detail form in Odoo Marketing " "Automation application." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:143 msgid "" "When clicked, the campaign is officially stopped, and the status changes to " ":guilabel:`Stopped` in the upper-right corner of the campaign detail form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "" "Marketing campaign's stopped status on a campaign detail form in Odoo " "Marketing Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:151 msgid ":doc:`first_campaign`" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:152 #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:188 msgid ":doc:`target_audience`" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 msgid "Campaign workflow activities" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 msgid "" "When creating a marketing campaign in the *Marketing Automation* app, users " "can plan marketing activities that can be triggered when certain actions or " "inactions occur. These can be activities such as, automated emails, SMS, or " "internal server actions." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10 msgid "Add workflow activities" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:12 msgid "" "To add workflow activities to a marketing campaign, navigate to the bottom " "of a pre-existing or new campaign detail form, beneath the target audience " "configuration fields, and click :guilabel:`Add new activity`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:16 msgid "" "Doing so reveals a :guilabel:`Create Activities` pop-up window. This pop-up " "window is a blank activity template, where specific parameters can be set " "for that particular activity." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "A workflow activity template pop-up window in Odoo Marketing Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:23 msgid "" "First, enter a name for the activity in the :guilabel:`Activity Name` field." " Then, proceed to configure the following options." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:26 msgid "" "Once ready, either click: :guilabel:`Save & Close` to save the activity and " "close the pop-up form, :guilabel:`Save & New` to save the activity and " "instantly create an additional activity on a fresh :guilabel:`Create " "Activities` pop-up form, or :guilabel:`Discard` to delete the activity." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:31 msgid "Activity types" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:33 msgid "" "Then, select the :guilabel:`Activity Type`. Choose between " ":guilabel:`Email`, :guilabel:`Server Action` (an internal action within the " "database), or :guilabel:`SMS`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36 msgid "" "The field below the :guilabel:`Activity Type` changes, depending on the " "chosen :guilabel:`Activity Type`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 msgid "Email activity" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:42 msgid "" "If :guilabel:`Email` is the :guilabel:`Activity Type`, the option to choose " "a premade/pre-configured :guilabel:`Mail Template` becomes available. A mail" " template can also be created on-the-fly, as well." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:46 msgid "" "To create a new template directly from the :guilabel:`Mail Template` field, " "start typing the title of the new template into the blank field beside " ":guilabel:`Mail Template`, and select :guilabel:`Create and edit...` to " "reveal a :guilabel:`Create Marketing Template` pop-up window." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "The create and edit email drop-down option on create activities pop-up " "window." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:54 msgid "" "In that pop-up window, proceed to create and configure the new email " "template." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "The create marketing template email pop-up window in Odoo Marketing " "Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61 msgid "Server action activity" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:63 msgid "" "If :guilabel:`Server Action` is the :guilabel:`Activity Type`, the option to" " choose a specific :guilabel:`Server Action` (e.g. Message for sales person," " Create Leads on Website clicks, etc.) becomes available." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:67 msgid "" "The option to create a new server action directly from the :guilabel:`Server" " Action` is also available. To do that, type in the name of the new action, " "then click :guilabel:`Create and Edit...` from the drop-down menu." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "The create and edit option in the server action field on campaign detail " "form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 msgid "" "Or, as an alternative, click the empty :guilabel:`Server Action` field to " "reveal a drop-down menu, and select :guilabel:`Search More...` to reveal a " ":guilabel:`Search: Server Action` pop-up window, containing all the pre-" "configured server action options to choose from." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79 msgid "" "To create a new server action from this pop-up window, and click " ":guilabel:`New`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "The new button found on a server action pop-up in Odoo marketing automation " "application." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:85 msgid "" "Either option reveals a blank :guilabel:`Create Server Action` pop-up, " "wherein a custom server action can be created and configured." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:89 msgid "SMS activity" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:91 msgid "" "If :guilabel:`SMS` is the :guilabel:`Activity Type`, the option to choose a " "premade/pre-configured :guilabel:`SMS Template` becomes available. A SMS " "template can also be created on-the-fly directly from this field." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:95 msgid "" "To create a new template directly from the :guilabel:`SMS Template` field, " "start typing the title of the new template into the blank field beside " ":guilabel:`SMS Template`, and select :guilabel:`Create and edit...` from the" " drop-down menu." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:103 msgid "" "Doing so reveals a :guilabel:`Create Marketing Template` pop-up window. In " "that pop-up window, proceed to create and configure the new SMS template." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "The create marketing template pop-up window to create a SMS template on-the-" "fly." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:111 msgid "Trigger" msgstr "Wyzwalacz" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:113 msgid "" "The :guilabel:`Trigger` field on the :guilabel:`Create Activities` pop-up " "form allows users to choose when the designated workflow activity should be " "triggered." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:116 msgid "" "Start by selecting a number in the top field. In the next " ":guilabel:`Trigger` field, designate if it should be :guilabel:`Hours`, " ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, click the " "final field, where it reads :guilabel:`beginning of the workflow` be default" " to reveal a a drop-down menu of other trigger options." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "A list of the trigger options available on the workflow activities pop-up " "form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:125 msgid "The trigger options are as follows:" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:127 msgid "" ":guilabel:`beginning of the workflow`: the activity will be triggered at the" " previously-configured time after the beginning of the entire workflow." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:129 msgid "" ":guilabel:`another activity`: the activity will be triggered at the " "previously-configured time after another specific activity in the workflow." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:131 msgid "" ":guilabel:`Mail:opened`: the activity will be triggered at the previously-" "configured time if the sent mail in the workflow has been opened by the " "recipient." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:133 msgid "" ":guilabel:`Mail:not opened`: the activity will be triggered at the " "previously-configured time if the sent mail in the workflow has not been " "opened by the recipient." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:135 msgid "" ":guilabel:`Mail: replied`: the activity will be triggered at the previously-" "configured time if the sent mail in the workflow has been replied to by the " "recipient." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:137 msgid "" ":guilabel:`Mail: not replied`: the activity will be triggered at the " "previously-configured time if the sent mail in the workflow has not been " "replied to by the recipient." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:139 msgid "" ":guilabel:`Mail: clicked`: the activity will be triggered at the previously-" "configured time if the sent mail in the workflow has been clicked by the " "recipient, after it's been opened." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:141 msgid "" ":guilabel:`Mail: not clicked`: the activity will be triggered at the " "previously-configured time if the sent mail in the workflow has not been " "clicked by the recipient, after it's been opened." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:143 msgid "" ":guilabel:`Mail: bounced`: the activity will be triggered at the previously-" "configured time if the sent mail in the workflow has been bounced back for " "any reason." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:145 msgid "" ":guilabel:`SMS: clicked`: the activity will be triggered at the previously-" "configured time if the sent SMS in the workflow has been clicked by the " "recipient, after it's been opened." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:147 msgid "" ":guilabel:`SMS: not clicked`: the activity will be triggered at the " "previously-configured time if the sent SMS in the workflow has not been " "clicked by the recipient, after it's been opened." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:149 msgid "" ":guilabel:`SMS: bounced`: the activity will be triggered at the previously-" "configured time if the sent SMS in the workflow has been bounced back for " "any reason." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:153 msgid "Expiry duration" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:155 msgid "" "Next, on the :guilabel:`Create Activities` pop-up form is the " ":guilabel:`Expiry Duration` option." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:157 msgid "" "The :guilabel:`Expiry Duration` checkbox provides the option to configure " "the activity to stop the actions after a specific amount of time (after the " "scheduled date)." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:160 msgid "" "When selected, a :guilabel:`Cancel after` field appears, in which the number" " of :guilabel:`Hours, Days, Weeks, or Months` can be configured for the " "actions to cease after the initial date." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "A list of the expiry duration options available on the workflow activities " "pop-up form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:168 msgid "Activity and applied filters" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:170 msgid "" "Moving down into the :guilabel:`Domain` section of the :guilabel:`Create " "Activities` pop-up form, there is the :guilabel:`Activity Filter` and " ":guilabel:`Applied Filter` fields." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:173 msgid "" "The :guilabel:`Activity Filter` field provides the option to configure a " "recipient filter domain that applies to this activity *and* its child " "activities. In works in the same fashion as a typical target audience " "filter." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:177 msgid "" "To add an activity filter, click :guilabel:`Add condition` in the " ":guilabel:`Activity Filter` field and proceed to configure a custom activity" " filter equation rule(s)." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "How to add an activity filter to a workflow activity in Odoo Marketing " "Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:184 msgid "" "This option is not a required field. If left alone, the activity applies to " "all records related to the target audience of the overall campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:190 msgid "" "The :guilabel:`Applied Filter` field is non-configurable. It's simply a " "summary of when the activity will be performed, *only* if it satisfies the " "specified domain (e.g. the rules configured in the :guilabel:`Activity " "Filter` field)." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:195 msgid "" "After the activity's settings are fully configured, click :guilabel:`Save & " "Close` to save the activity and return to the marketing automation campaign " "form, :guilabel:`Save & New` to save the activity and immediately create " "another one in a fresh :guilabel:`Create Activities` pop-up window, or " ":guilabel:`Discard` to delete the activity and return to the marketing " "automation campaign form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:202 msgid "Workflow activity" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:204 msgid "" "Once an activity is created and saved, it appears as an activity card in the" " :guilabel:`Workflow` section, located at the bottom of the marketing " "automation campaign form. The analytics related to each activity is " "displayed as a line graph." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "Typical workflow activity in Odoo Marketing Automation." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:212 msgid "" "The configured :guilabel:`Trigger` time for that activity can be found to " "the left of the :guilabel:`Workflow Activity` card in the " ":guilabel:`Workflow` section." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:215 msgid "" "Once the activity has been triggered, a figure representing the number of " ":guilabel:`Success` or :guilabel:`Rejected` activities will be displayed to " "the right of the graph." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:219 msgid "" "If the :guilabel:`Activity Type` of the activity is set to :guilabel:`Email`" " or :guilabel:`SMS`, there are more in-depth analytics beneath the activity " "graph data, detailing how many messages have been :guilabel:`Sent`, and what" " percentage of those have been :guilabel:`Clicked`, :guilabel:`Replied` to, " "or :guilabel:`Bounced`." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:225 msgid "Child activities" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:227 msgid "" "There is also the option to add a *child activity* by clicking " ":guilabel:`Add child activity`, located at the bottom of each activity block" " in the :guilabel:`Workflow` section of a marketing campaign form." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:231 msgid "" "Child activities are sub-activities that are connected to and triggered by " "the activity above it, which is known as its *parent activity*. A child " "activity is easy to recognize, as its slightly indented beneath its parent " "activity." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "A typical child activity indented beneath its parent activity." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:239 msgid "" "Odoo provides a number of triggering options to launch a child activity - " "all of which depend on the trigger configurations related to its parent " "activity. Under the desired parent activity, hover over :guilabel:`Add child" " activity`, to reveal a menu of child activity trigger options." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "" "The various child activity trigger options in the workflow section of a " "campaign." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:247 msgid "Select any of the following child activity triggers:" msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:249 msgid ":guilabel:`Add Another Activity`: instantly adds another activity." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:250 msgid "" ":guilabel:`Opened`: the next activity will be triggered if the recipient " "opens the mailing." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:251 msgid "" ":guilabel:`Not Opened`: the next activity will be triggered if the recipient" " does not open the mailing." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:253 msgid "" ":guilabel:`Replied`: the next activity will be triggered if the recipient " "replies to the mailing." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:254 msgid "" ":guilabel:`Not Replied`: the next activity will be triggered if the " "recipient does not reply to the mailing." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:256 msgid "" ":guilabel:`Clicked`: the next activity will be triggered if the recipient " "clicks on a link included in the mailing." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:258 msgid "" ":guilabel:`Not Clicked`: the next activity will be triggered if the " "recipient does not click on a link included in the mailing." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:260 msgid "" ":guilabel:`Bounced`: the next activity will be triggered if the mailing is " "bounced (not sent)." msgstr "" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:262 msgid "" "Once a trigger is selected, the user can configure the child activity the " "same way they would for a regular workflow activity." msgstr "" #: ../../content/applications/marketing/sms_marketing.rst:8 msgid "SMS Marketing" msgstr "Marketing SMS" #: ../../content/applications/marketing/sms_marketing/essentials.rst:5 #: ../../content/applications/marketing/social_marketing/essentials.rst:5 msgid "Essentials" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:3 msgid "Mailing lists and blacklists" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:5 msgid "" "Creating or importing mailing lists in Odoo is very useful when curating " "content to specific groups of people that already share similar demographics" " or interests. Mailing lists are also a great way to get started if a " "company is migrating from another system, and already has a established " "audience." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:10 msgid "" "Moreover, providing an audience with the option to 'unsubscribe' from " "mailings, helps businesses maintain good customer relations, by giving " "recipients the power to control what they are (and aren't) sent." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:17 msgid "" "In the :guilabel:`SMS Marketing` app, there's an option on the header menu " "called :guilabel:`Mailing Lists`. When clicked, a sub-menu is revealed with " "options for :guilabel:`Mailing Lists` and :guilabel:`Mailing List Contacts`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:21 msgid "" "Click :menuselection:`Mailing Lists --> Mailing Lists` to see an overview of" " all mailing lists in the database." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "" "View of the main SMS mailing list page on the Odoo SMS Marketing " "application." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:28 msgid "" "To edit any existing list, select the desired list from the " ":guilabel:`Mailing Lists` page, and proceed to modify it in a number of " "ways." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:31 msgid "" "To create a new mailing list, click :guilabel:`Create` in the upper left " "corner of the :guilabel:`Mailing Lists` page. Doing so, will reveal a blank " "mailing list template form." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "View of the mailing list pop-up window in Odoo SMS Marketing." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:38 msgid "" "First, choose a name for the :guilabel:`Mailing List`, and activate the " "option :guilabel:`Is Public`, to make the mailing list accessible to " "recipients on the :guilabel:`Subscription Management page`. Doing so allows " "users to update their subscription preferences at any time." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:43 msgid "" "Checking the :guilabel:`Is Public` box is not required, but is recommended " "to maintain good customer relations." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:46 msgid "" "When those fields are filled in, click :guilabel:`Create` to finalize the " "form. Then on the main :guilabel:`Mailing Lists` dashboard, the new mailing " "list that was just created will be accessible." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:49 msgid "" "To edit or customize the mailing list further, select the mailing list from " "the main :guilabel:`Mailing Lists` page to reveal the mailing list detail " "form." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:52 msgid "" "Along the top of the mailing list detail form, there are various analytical " "smart buttons displaying statistics for different metrics related to the " "mailing list (e.g. :guilabel:`Recipients`, :guilabel:`Mailings`, etc.)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:56 msgid "" "To review or edit any of those elements, click the desired smart button to " "reveal a separate page with in-depth data associated with the mailing list." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:59 msgid "" "To make changes to the mailing list itself, click the :guilabel:`Edit` " "button in the upper-left corner of the mailing list detail form." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "View of the mailing list template form in Odoo SMS Marketing." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:67 msgid "" "Don't forget to hit the :guilabel:`Save` button once changes have been made." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:70 msgid "Mailing lists contacts" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:72 msgid "" "Access contacts information from one or more mailing lists navigate to " ":menuselection:`Mailing Lists --> Mailing List Contacts` to reveal a " "dashboard with with all the contacts associated with one or more of the " "configured mailing lists in the database." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "" "View of the mailing lists contact page in the Odoo SMS Marketing " "application." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:81 msgid "" "By default, Odoo reveals the :guilabel:`Mailing List Contacts` page with the" " :guilabel:`Exclude Blacklisted Phone` filter in the search bar. Therefore " "only showing contact information for recipients who still want to receive " "communications and mailings." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:86 msgid "Communication history in the Chatter" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:88 msgid "" "An accessible record of every sent mailing(s) is kept on each recipient's " "*chatter* section, located beneath a recipient's contact form (in the " "*Contacts* application)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:91 msgid "" "Database users can reference the chatter to easily keep track of " "communications, and see a history of interactions with contacts and " "prospects." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:94 msgid "" "For example, sales representatives can use the chatter to quickly find out " "which :abbr:`SMS (Short Message Service)` mailing promotions a certain " "customer has received (or not received)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "View of what the chatter looks like in the Odoo Contacts app." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:104 msgid "" "Odoo *SMS Marketing* has a :guilabel:`Blacklist` feature that provides " "recipients with the power to add their phone number to a list of people who " "no longer want to receieve communications or mailings." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:108 msgid "" "This is also known as the unsubscribe process: customers will automatically " "be added onto a *blacklist*, if they click :guilabel:`Unsubscribe`, via " "their :guilabel:`Subscription Management` page. Customers can also be added " "manually to the blacklist, if necessary." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:112 msgid "" "To see a complete collection of blacklisted numbers, navigate to the " ":menuselection:`SMS Marketing app --> Configuration --> Blacklisted Phone " "Numbers` to reveal a dashboard containing every blacklisted phone number in " "the database." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "SMS Blacklist menu in the application." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:120 msgid "" "To manually add a number to a blacklist, click the :guilabel:`Create` button" " in the upper-left corner of the dashboard and enter the phone number on the" " next page's form. There's also a checkbox to indicate whether that " "particular phone numnber is :guilabel:`Active` (or not)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:128 msgid "" "Once the form is completed, click :guilabel:`Save` to add it to the " ":guilabel:`Blacklisted Phone Numbers` list. To remove any number from the " "blacklist, select the desired number on the dashboard, and then, on the " "phone number's form, click :guilabel:`Unblacklist`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:133 msgid "Importing blacklists" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:135 msgid "" "During a software/platform migration, it is possible to import an already " "existing blacklist of contacts. This would include customers, who have " "already asked to be blacklisted` on :abbr:`SMS (Short Message Service)` " "mailings." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:139 msgid "" "To do that, navigate to :menuselection:`SMS Marketing app --> Configuration " "--> Blacklisted Phone Numbers`, and then select the :guilabel:`Favorites` " "drop-down menu (beneath the search bar), and click :guilabel:`Import " "records`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "View of how to import a blacklist in Odoo SMS Marketing." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:3 msgid "SMS campaign settings" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:5 msgid "" "Utilizing :abbr:`SMS (Short Message Service)` campaigns with Odoo *SMS " "Marketing* isn't just an effective advertisement strategy, it's also a great" " way to remind people about upcoming events, issued invoices, and so much " "more." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:9 msgid "" "But, before :abbr:`SMS (Short Message Service)` campaigns can be created " "(and sent), a few specific settings and features must be enabled first." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:13 msgid "SMS campaign setting" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:15 msgid "" "To enable :abbr:`SMS (Short Message Service)` campaigns in Odoo, make sure " "the *Mailing Campaigns* feature is activated by going to " ":menuselection:`Email Marketing --> Configuration --> Settings`, and then " "enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "View of the mailing campaigns setting in Odoo." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:24 msgid "" "Activating the *Mailing Campaigns* feature in the *General Settings* also " "enables the *A/B Test* feature." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:27 msgid "" "Once the setting is enabled, navigate back to the :menuselection:`SMS " "Marketing` app, and notice the :guilabel:`Campaigns` header menu is now " "available for use. Similarly, the :guilabel:`A/B Test` tab is now also " "available on every :abbr:`SMS (Short Message Service)` template form." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:32 msgid "A/B tests" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:34 msgid "" ":guilabel:`A/B Tests` allows any :abbr:`SMS (Short Message Service)` " "mailings to be tested against other versions within the same campaign, in " "order to compare which version is the most successful in producing " "engagement and/or conversion outcomes." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:38 msgid "" "On an :abbr:`SMS (Short Message Service)` template form, under the " ":guilabel:`A/B Tests` tab, initially, there's only a single checkbox " "labeled: :guilabel:`Allow A/B Testing.`" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:41 msgid "When clicked, a series of other options appear." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "" "The A/B Test tab is located on an Odoo SMS Marketing app campaign form." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:47 msgid "" "In the first field, enter a desired percentage of recipients to conduct the " "A/B Test on." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:49 msgid "" "Beneath the percentage field is the :guilabel:`Winner Selection` field. This" " is what Odoo will use to determine the successful result of an A/B Test. In" " other words, this tells Odoo how to pick a winning A/B test." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:53 msgid "" "The following sections are available: :guilabel:`Manual`, :guilabel:`Highest" " Click Rate`, :guilabel:`Leads`, :guilabel:`Quotations`, or " ":guilabel:`Revenues`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:56 msgid "" "Finally, the :guilabel:`Send Final On` field is listed. This represents the " "date-time that Odoo uses as a deadline to determine the winning mailing " "variation. Then, Odoo sends that winning mailing variation to the remaining " "recipients, who weren't involved in the test, at that prior date and time." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:62 msgid "" "Quickly create different versions of the mailing to add to the A/B Test by " "clicking the :guilabel:`Create an Alternate Version` button." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:66 msgid "" "Remember, the winning mailing variation is based on the criteria selected in" " the :guilabel:`Winner Selection` field." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:70 #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:15 msgid "Campaigns page" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:72 msgid "" "To create, edit, or analyze any campaign, click :menuselection:`Campaigns` " "in the header menu of the :guilabel:`SMS Marketing` app. On the " ":guilabel:`Campaigns` page, each campaign displays various information " "related to the mailings associated with that campaign (e.g. number of " "emails, social posts, SMSs, and push notifications)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "" "Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, " "separated by stage." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:84 msgid "" "Click :guilabel:`Create` to create a new campaign, and Odoo reveals a blank " "campaign template form to fill out. Alternatively, select any previously-" "made campaign in order to duplicate, review, or edit its campaign template " "form." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "View of an SMS campaign template in Odoo SMS marketing." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:92 msgid "" "With each campaign, the options to :guilabel:`Send New Mailing`, " ":guilabel:`Send SMS`, :guilabel:`Send Social Post`, and :guilabel:`Push " "Notifications` are available above the template form." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:96 msgid "" "Whenever one of those communication options is added to the campaign, Odoo " "will create a new corresponding tab on the template form, where those types " "of messages can be reviewed or edited, along with various data sets related " "to each specific mailing." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:100 msgid "" "At the top of the template, there are various analytical smart buttons. When" " clicked, Odoo reveals in-depth metrics related to that specific topic (e.g." " :guilabel:`Engagement`, :guilabel:`Opportunities`, etc.) on a separate " "page." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:104 msgid "" "Beneath the smart buttons, are fields for :guilabel:`Campaign Name` and " ":guilabel:`Responsible`. Odoo also allows for various :guilabel:`Tags` to be" " added, as well (if necessary)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:108 msgid "Sending SMSs through the Contacts app" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:110 msgid "" "Sending :abbr:`SMS (Short Message Service)` mailings directly through a " "contact's form is available by default." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:113 msgid "" "In order to send an :abbr:`SMS (Short Message Service)` in this fashion, " "navigate to the :menuselection:`Contacts` app, select the desired contact in" " the database, and click on the :guilabel:`SMS` icon on the contact form " "(next to the :guilabel:`Phone Number` field)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "" "The SMS icon is located on an individual's contact form in Odoo Contacts." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:121 msgid "" "To send a message to multiple contacts at once, navigate to the main " ":menuselection:`Contacts` app main dashboard, choose the :guilabel:`List " "View`, and select all the desired contacts to whom the message should be " "sent. Then, under :guilabel:`Action`, select :guilabel:`Send SMS`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "" "Select a number of contacts, click action, and select send multiple SMSs." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:130 msgid "Set up SMS templates for future use" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:132 msgid "" "In order to set up :guilabel:`SMS Templates` for future use, activate " ":ref:`developer mode `, by navigating to the main Odoo " "dashboard that is full of apps, and select the :menuselection:`Settings " "app`. Then, scroll down to the :guilabel:`Developer Tools` section, and " "click :guilabel:`Activate the Developer Mode`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:137 msgid "" "Once *developer mode* is activated, the main Odoo dashboard appears once " "more, with a now-visible bug icon, which is located at the top-right corner " "of the dashboard; this bug icon indicates that developer mode is currently " "active." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:141 msgid "" "Next return to the :menuselection:`Settings app` and, in the now-visible " "header menus at the top, choose :menuselection:`Technical --> SMS Templates`" " to begin setting up :abbr:`SMS (Short Message Service)` templates for " "future marketing campaigns." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "" "Select the SMS Template option in the Technical dropdown on the Settings " "app." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:149 msgid "" "Inside of the :guilabel:`SMS Templates` dashboard, Odoo reveals an entire " "page of :abbr:`SMS (Short Message Service)` templates. The default " ":guilabel:`List` view showcases each template's name, and to which " "recipients it applies." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:153 msgid "" "On this page, :abbr:`SMS (Short Message Service)` templates can be edited or" " created from scratch." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "" "The SMS Templates page in Odoo is available after enabling developer mode in the General\n" "Settings" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:3 msgid "SMS essentials" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:5 msgid "" "Utilizing :abbr:`SMS (Short Message Service)` outreach in communication " "strategies can help companies expand their market reach, especially in some " "countries, where emails might not be very common, or even used at all." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:9 msgid "" "Odoo's *SMS Marketing* application can also help boost conversion rates " "around valuable actions, such as event registrations, free trials, " "purchases, etc., since text and mobile-based marketing channels typically " "yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through" " rate)` outcomes." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:15 msgid "SMS marketing dashboard" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:17 msgid "" "When the application is opened, Odoo displays the main :guilabel:`SMS " "Marketing` dashboard, which showcases the various SMS mailings that have " "been created, along with pertinent information and data related to that " "specific message." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:21 msgid "" "The :guilabel:`Kanban` view is the default Odoo uses when the application is" " opened, which provides an organized display of the SMS mailings that have " "been created, and what their current status is at the moment." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:26 msgid "" "An :abbr:`SMS (Short Message Service)` mailing can have one of the following" " statuses: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or " ":guilabel:`Sent`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:29 msgid "" "In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, " "there are a few different view options to choose from. Each one provides a " "unique take on the same SMS information." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:32 msgid "" "The :guilabel:`List` view provides the same useful data related to SMS " "mailings, but in a more traditional list layout." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:35 msgid "" "The :guilabel:`Calendar` view provides a simple calendar, making it easy to " "see when SMS mailings are going to be sent (or have been sent). If a future " "date is clicked, Odoo reveals a blank SMS template that, when completed, " "will be scheduled to be sent on that specific future date." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:39 msgid "" "Lastly, the :guilabel:`Graph` view visualizes that same SMS-related data in " "series of graphs and charts. Odoo also provides various ways to sort and " "group the data for more detailed analysis." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:43 msgid "Create SMS messages" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:45 msgid "" "To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` " "dashboard, and Odoo reveals a blank SMS template form, which can be " "configured in a number of different ways." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "Creating an SMS marketing template." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:52 msgid "" "First, give the mailing a :guilabel:`Subject`, which describes what the " "mailing is about." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:54 msgid "" "Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS " "(Short Message Service)` will be sent. By default, Odoo has " ":guilabel:`Mailing List` selected. If this is the desired " ":guilabel:`Recipients` field option, specify which mailing list Odoo should " "send this :abbr:`SMS (Short Message Service)` to in the :guilabel:`Select " "Mailing List` field." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:60 msgid "" "To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> " "Mailing List`. There, Odoo displays all previously created mailing lists, " "along with various types of data related to that specific list (e.g. number " "of contacts, mailings, recipients, etc.)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:64 msgid "" "To learn more about mailing lists and contacts, check out " ":doc:`mailing_lists_blacklists`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "View of the mailing list page in the SMS marketing application." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:70 msgid "" "To reveal all the possible options in the :guilabel:`Recipients` field, " "click the field to see all the choices Odoo makes available." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:73 msgid "" "When another field (other than :guilabel:`Mailing List`) is selected, the " "option to specify that chosen field even further becomes available — either " "with a default recipient filter equation that appears automatically (which " "can be customized to fit any business need), or, if no default recipient " "filter equation is present, an :guilabel:`Add Filter` button will appear." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:78 msgid "" "Clicking the :guilabel:`Add Filter` button, reveals fully customizable " "domain rule fields, which can be configured similar to an equation. You can " "create multiple recipient rules, if necessary." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:81 msgid "" "Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to " "recipients who fit into whatever criteria is configured in those fields. " "Multiple rules can be added." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:85 msgid "" "If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo " "database (vendors, customers, etc.) will receive the :abbr:`SMS (Short " "Message Service)`, by default — unless more specific recipient rules are " "entered." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:89 msgid "" "For instance, the message below will only be sent to contacts in the " "database that are located in the United States (e.g. `Country` > `Country " "Name` equals `United States`), and they haven't blacklisted themselves from " "any mailings (e.g. `Blacklist` > `is` > `not set`)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:0 msgid "Contact recipients on SMS marketing." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:98 msgid "Writing SMS messages" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:100 msgid "" "Enter the content of the :abbr:`SMS (Short Message Service)` in the text " "field, found in the :guilabel:`SMS Content` tab. Links and emojis can also " "be included. Beneath the text field, Odoo displays how many characters are " "used in the message, along with how many :abbr:`SMS (Short Message Service)`" " mailings it will take to deliver the complete message." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:106 msgid "" "To check the price of sending an :abbr:`SMS (Short Message Service)` for a " "country, click on the :guilabel:`Information` icon." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "SMS price check icon." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:114 msgid "" "Credits must be purchased from Odoo in order to take advantage of the *SMS " "Marketing* app; :abbr:`SMS (Short Message Service)` messages will not be " "sent without credits." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:118 msgid "`Odoo SMS - FAQ `_" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:121 msgid "Track links used in SMS messages" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:123 msgid "" "When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo " "automatically generates link trackers to gather analytical data and metrics " "related to those specific links, which can be found by going to " ":menuselection:`Configuration --> Link Tracker`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "SMS Link Tracker page." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:132 msgid "Adjust SMS settings" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:134 msgid "" "Under the :guilabel:`Settings` tab of the SMS template, there is an option " "to :guilabel:`Include opt-out link`. If activated, the recipient is able to " "unsubscribe from the mailing list, thus avoiding all future mailings." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:138 msgid "" "An employee can be designated as the :guilabel:`Responsible` in the " ":guilabel:`Tracking` section of the :guilabel:`Settings` tab, as well." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "SMS Settings tab." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:146 msgid "Send SMS messages" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:148 msgid "" "Once a mailing is created, choose when Odoo should deliver the message from " "the following options:" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:150 msgid "" ":guilabel:`Send`: sends the message immediately. Consider using this option " "if the recipient list is highly refined, or in cases that involve fast " "approaching deadlines, such as a \"flash sale.\"" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:152 msgid "" ":guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. " "This is typically the best option for mailings related to a specific event. " "Such a method can also be used to promote a limited-time offer, or to help " "plan a company's content strategy in advance." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:155 msgid "" ":guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be " "sent to one or multiple numbers for test purposes. Remember to use a comma " "between phone numbers if multiple numbers are used as recipients." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:160 msgid "Visualize reports" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:162 msgid "" "On the :guilabel:`Reporting` page (accessible via the " ":menuselection:`Reporting` option in the header menu), there are options to " "apply different combinations of :guilabel:`Filters` and :guilabel:`Measures`" " to view metrics in a number of different layouts (e.g. :guilabel:`Graph`, " ":guilabel:`List`, and :guilabel:`Cohort` views.)" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:167 msgid "" "Each :guilabel:`Reporting` metric view option allows for more extensive " "performance analysis of :abbr:`SMS (Short Message Service)` mailings." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:170 msgid "" "For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short " "Message Service)` data is visualized as different graphs and charts, which " "can be sorted and grouped in various ways (e.g. :guilabel:`Measures` drop " "down menu)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "Reporting page in SMS Marketing." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:179 msgid "" "SMS messages can be sent using automated actions in Odoo. Odoo *Studio* is " "required to use automated actions." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:182 msgid "" "To install Odoo *Studio*, go to :menuselection:`Apps application`. Then, " "using the :guilabel:`Search...` bar, and search for `studio`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:185 msgid "If it is not already installed, click :guilabel:`Install`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:187 msgid "" "Adding the *Studio* application upgrades the subscription status to " "*Custom*, which increases the cost. Consult `support " "`_, or reach out to the database's customer " "success manager, with any questions on upgrading." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:191 msgid "" "To use automated actions, navigate in :ref:`developer mode `, to :menuselection:`Settings app --> Technical menu --> Automation " "section --> Automated Actions`. Then, click :guilabel:`New` to create a new " "action." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:195 msgid "" "Enter an :guilabel:`Action Name`, and select a :guilabel:`Model` to " "implement this action on." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:197 msgid "" "Ensure the :guilabel:`Active` toggle is set to *on*, represented by a full-" "green switch, in order for the automated action to run." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:200 msgid "" "Set the :guilabel:`Trigger` to either :guilabel:`On Creation`, :guilabel:`On" " Update`, :guilabel:`On Creation & Update`, :guilabel:`On Deletion`, " ":guilabel:`Based on Form Modification`, or :guilabel:`Based on Timed " "Condition`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:204 msgid "" "Based on the selection for the :guilabel:`Trigger`, additional fields may " "populate." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:206 msgid "" "Under the :guilabel:`Apply on` field, a record filter using a domain can be " "created. Ensure a model has been selected before setting any domains on the " ":guilabel:`Apply on` field. Click :guilabel:`Edit Domain` to set record " "parameters." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:210 msgid "" "Under :guilabel:`Action To Do` drop-down field, select :guilabel:`Send SMS " "Text Message`. Next, set the :guilabel:`SMS Template`, and choose whether " "the SMS message should be logged as a note, by ticking the checkbox next to " ":guilabel:`Log as Note`." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "" "Automated action template with action to do, SMS template and log as note " "highlighted." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:218 msgid "" "To implement the automated action, save it; either by navigating away, or " "manually saving it (using the :guilabel:`☁️ (cloud)` icon)." msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:222 msgid ":doc:`sms_campaign_settings`" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:223 msgid ":doc:`mailing_lists_blacklists`" msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:224 msgid ":doc:`../../../essentials/in_app_purchase`" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing.rst:5 msgid "Pricing and FAQ" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:5 msgid "SMS Pricing and FAQ" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:8 msgid "What do I need to send SMSs?" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:10 msgid "" "SMS Text Messaging is an In-App Purchase (IAP) service that *requires " "prepaid credits* to work." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:13 msgid "How many types of SMSs are there?" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:15 msgid "There are 2 types: GSM7 and UNICODE." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:17 msgid "" "**GSM7** is the standard format, with a limit of 160 characters per message," " that includes the following characters:" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1 msgid "GSM7 characters available in Odoo SMS Marketing." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:24 msgid "" "**UNICODE** is the format applied if a special character, that *is not* in " "the GSM7 list, is used. Limit per SMS: 70 characters." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:28 msgid "" "For GSM7 SMS the size limit is 160 characters, and for Unicode is 70. *Above" " these limits, the content is divided into a multi-part message* and the " "limit of characters is lowered to 153 for GSM7 and to 67 for Unicode. Then, " "in real-time, the system displays the number of SMS mailings the message " "represents." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:34 msgid "How much does it cost to send an SMS?" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:36 msgid "" "The price of an SMS depends on the destination and the length (number of " "characters) of the message. To see the **price per country, please " "consult**: `Odoo SMS - FAQ `_." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:40 msgid "" "The number of SMSs a message represents will always be available in the " "database." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1 msgid "" "Number of GSM7 characters that fit in an SMS message in Odoo SMS Marketing." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:47 msgid "How to buy credits" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:49 msgid "Go to :menuselection:`Settings --> Buy Credits`." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1 msgid "Buying credits for SMS Marketing in Odoo settings." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:55 msgid "Or go to :menuselection:`Settings --> View my Services`." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1 msgid "Using Odoo IAP to recharge credits for SMS Marketing in Odoo settings." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:62 msgid "" "If Odoo Online (Saas) is being used, along with the Enterprise version, free" " trial credits are available to test the feature." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:66 msgid "More common questions" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "**Is there an expiration time for my credits?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "No, credits do not expire." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "**Can I send an SMS to a phone number (which is not a mobile phone) because " "I see the icon in front of the field “phone”?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "Only if that phone number supports SMS (e.g. SIP phones)." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "**Do I receive an invoice to buy my credits?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "Yes." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "**Can the recipient answer me?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "No, it is not possible to reply to the SMS." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "**What happens if I send multiple SMSs at once, but I don't have enough " "credits to send them all?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "Multiple SMS communications at once at are counted as a single transaction, " "so no SMSs will be sent until there are enough credits to send them all." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "**Do I have a history of the sent SMSs?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "A history of sent SMSs, along with all pertinent information related to its " "sent contacts (and the message itself), can be found in the :guilabel:`Sent`" " column of the main :guilabel:`SMS Marketing` dashboard (while in " ":guilabel:`Kanban` view)." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:91 msgid "" "For more detailed information, select a desired SMS from the main dashboard " "(in :guilabel:`Kanban` view), and click on either link in the blue banner " "above the SMS detail form to learn more." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "**Can I send as many SMSs I want at once?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "Yes, if you have enough credits." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "**If an SMS is sent to a number that doesn't exist in the list of " "recipients, will credits be lost?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "No, not if the phone number is incorrectly formatted (e.g. too many digits)." " However, if the SMS is sent to the wrong person (or to a fake number), the " "credit for that SMS will be lost." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "**What happens if I send my SMS to a paying number (e.g.: a contest to win a" " ticket for a festival)?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "The SMS will not be delivered to that kind of number, so no charges will be " "made." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "**Can I identify the numbers that do not exist when I send several SMSs?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "Only the ones that have an invalid format." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "**How does the GDPR regulation affect this service?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "Please find our `Privacy Policy here `__." msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "**Can I use my own SMS provider?**" msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "" "Yes, but it is not possible out-of-the-box. Odoo experts can help customize " "a database to allow for the use of a personal SMS provider. Please check our" " success packs `here `_." msgstr "" #: ../../content/applications/marketing/social_marketing.rst:8 msgid "Social Marketing" msgstr "Media Społecznościowe" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:3 msgid "Social marketing campaigns" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:5 msgid "" "Social marketing campaigns help companies connect directly with the " "marketplace. These campaigns are helpful when introducing a new product to " "customers, explaining the value of a product or service, or when advertising" " an upcoming event or product release." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:9 msgid "" "The most effective social marketing campaigns typically involve multiple " "channels to maximize content distribution, and Odoo's *Social Marketing* " "application acts as a singular control center to monitor, plan, post, track," " and analyze all of the various content and content channels within a single" " dashboard." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:17 msgid "" "To access a complete overview of all social marketing campaigns, open the " ":menuselection:`Social Marketing` application, and click " ":menuselection:`Campaigns` from the header menu. Doing so reveals a separate" " page with every campaign in a default kanban view." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1 #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1 msgid "View of the campaigns page in the Odoo Social Marketing application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:25 msgid "" "Each *stage* in the kanban view can be edited, by clicking the " ":guilabel:`gear icon` to the left of the :guilabel:`+ (plus sign)` - located" " to the right of the stage title." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:29 msgid "" "The **gear icon** *only* appears when the cursor hovers to the left of the " "**+ (plus sign)**. When the gear icon is clicked, a drop-down menu reveals " "the options: :guilabel:`Fold`, :guilabel:`Edit Stage`, and " ":guilabel:`Delete`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:37 msgid "" "Clicking :guilabel:`Fold` minimizes that specific stage's column. The stage " "column can be restored by clicking the folded version of it on the main " ":guilabel:`Campaigns` dashboard in the default kanban view." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:41 msgid "" "Selecting :guilabel:`Edit Stage` reveals a pop-up window, in which the name " "and the sequence of the stage can be modified. If changes are made, be sure " "to click :guilabel:`Save`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:44 msgid "Clicking :guilabel:`Delete` removes the stage entirely." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:47 msgid "" "To add a new stage to the pipeline, side-scroll to the right on the " ":guilabel:`Campaigns` dashboard, click :guilabel:`Add a Column`, enter in " "the desired information, and click :guilabel:`Add`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:52 msgid "" "The same social marketing campaign information on the :guilabel:`Campaigns` " "dashboard can also be viewed as a list, by selecting the :guilabel:`List` " "option, located under the search bar, in the upper-right corner." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:57 msgid "Create social marketing campaigns" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:59 msgid "" "First, open the :menuselection:`Social Marketing` application, and select " ":guilabel:`Campaigns` from the header menu." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:62 msgid "" "On the :guilabel:`Campaigns` dashboard, a new campaign can be created by " "clicking the quick add :guilabel:`+ (plus sign)` located in the top-right " "corner of each stage in the pipeline, visible in the kanban view. Campaigns " "can also be created by clicking :guilabel:`Create` in the upper-left corner " "of the :guilabel:`Campaigns` dashboard." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:67 msgid "" "Both options reveal a new campaign detail window directly on the " ":guilabel:`Campaigns` dashboard when clicked." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1 msgid "View of the quick add option for campaigns in Odoo Social Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:74 msgid "" "Here, the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and " ":guilabel:`Tags` can be entered. When all modifications are complete, click " ":guilabel:`Add` to add the campaign to the database." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:78 msgid "Edit social marketing campaigns" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:80 msgid "" "In order to edit a campaign in greater detail, and create/send various forms" " of communications related to it, the template page for that campaign must " "be accessed and modified, accordingly. There are multiple ways to access a " "template page for a campaign." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:84 msgid "" "After entering the pertinent information in the :guilabel:`Quick Add` " "campaign drop-down, click :guilabel:`Edit`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:86 msgid "" "Simply select the desired campaign from the :guilabel:`Campaigns` dashboard " "in list or kanban view." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:88 msgid "" "On the :guilabel:`Campaigns` dashboard in the kanban view, select the " ":guilabel:`⋮ (three dots)` drop-down menu on the desired campaign, and " "select :guilabel:`Edit`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:91 msgid "" "Any of the above routes will reveal the *Campaign Template* page for that " "specific campaign." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:94 msgid "Social marketing campaign templates" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:96 msgid "" "On a *Campaign Template* page, numerous elements can be customized/modified," " and various forms of communications can be created, modified, and sent or " "scheduled. Below is a sample of a completed campaign template." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1 msgid "View of a sample campaign template page in Odoo Social Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:105 msgid "" "In order for the :guilabel:`Send New Mailing` option to appear on campaign " "templates, make sure the *Mailing Campaigns* feature is enabled in the " "*Email Marketing* app. To do that, navigate to :menuselection:`Email " "Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing " "Campaigns`, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:111 msgid "" "In order for the :guilabel:`Send SMS` option to appear, the Odoo *SMS " "Marketing* application must be installed on the database." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:115 msgid "Add content and communications to campaigns" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:117 msgid "" "If the proper settings and applications are installed (as instructed above)," " there are four forms of communication/content options that can be added to " "campaigns. Each of these options are displayed as buttons in the upper-left " "corner of the campaign template page." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:121 msgid "" ":guilabel:`Send New Mailing`: reveals a blank email template on a separate " "page, in which the message can be fully customized in a variety of ways." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:123 msgid "" ":guilabel:`Send SMS`: reveals a blank SMS template on a separate page, in " "which a SMS communication can be created and configured." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:125 msgid "" ":guilabel:`Send Social Post`: reveals a blank social post template on a " "separate page, in which a post can be created, and applied to social media " "accounts that are already connected to the database." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:128 msgid "" ":guilabel:`Push Notification`: reveals a similar blank social post template " "on a separate page, however, the :guilabel:`Push Notification` options are " "already pre-selected in the :guilabel:`Post on` field." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:132 msgid "" "Whichever form of communication is created, once it's completed, Odoo " "returns to the :guilabel:`Campaign Template` page, showcasing that new " "content in its corresponding tab (e.g. :guilabel:`Mailings`, " ":guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push " "Notifications`)." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:137 msgid "" "As content and communications are added to a campaign, tabs for those " "specific mediums appear, along with a variety of analytical smart buttons " "(e.g. :guilabel:`Revenues`, :guilabel:`Quotations`, :guilabel:`Leads`, " "etc.)." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:141 msgid "" "These smart buttons, located at the top of the template, display different " "metrics related to the campaign, and its various communications and content." " Clicking any smart button reveals a separate page dedicated to that " "particular element of the campaign, allowing for quicker, more organized " "analysis." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:147 msgid "" "The Odoo *Social Marketing* app is integrated with other Odoo applications, " "such as *Sales*, *Invoicing*, *CRM*, and *Website*." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:151 msgid "" ":doc:`/applications/marketing/social_marketing/essentials/social_essentials`" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:3 msgid "Social marketing essentials" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:5 msgid "" "Odoo's *Social Marketing* application helps content marketers create and " "schedule posts, manage various social media accounts, analyze content " "effectiveness, and engage directly with social media followers in one, " "centralized location." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:10 msgid "Social media accounts" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:12 msgid "" "In order to create social posts and analyze content with Odoo *Social " "Marketing*, social media accounts **must** be added as a *stream* on the " "application's main dashboard." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:16 msgid "" "Be aware that personal profiles **cannot** be added as a stream. The main " "use of Odoo *Social Marketing* is to manage and analyze business accounts on" " social media platforms." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:20 msgid "" "Odoo *Social Marketing* has some limitations in regards to social media " "accounts. For example, Odoo **cannot** handle a large quantity of various " "pages (e.g. ~40 pages) under the same company. The same limitations are " "present in a multi-company environment because of how the API is " "constructed." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:26 msgid "" "In multi-company environments, if every company doesn't activate a page at " "once, it will result in a permission error." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:29 msgid "" "For example, if Company 1 is the only company selected from the main Odoo " "dashboard, and activates *Facebook Page 1* and *Facebook Page 2*, then those" " pages will be accesible on the *Social Marketing* dashboard." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:33 msgid "" "However, if on that same database, the user adds Company 2 from the company " "drop-down menu in the header, and attempts to add those same streams, it " "results in a permission error." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "" "View of the permission error that appears when incorrectly attempting to add" " stream." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:41 msgid "Social media streams" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:43 msgid "" "To add a social media business account as a stream, navigate to " ":menuselection:`Social Marketing app` and select the :guilabel:`Add A " "Stream` button located in the upper-left corner. Doing so reveals an " ":guilabel:`Add a Stream` pop-up window." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "View of the pop-up window that appears when Add a Stream is selected in " "Odoo." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:51 msgid "" "In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a " "new account` for a business from any of the following popular social media " "platforms: :guilabel:`Facebook`, :guilabel:`Instagram`, " ":guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:55 msgid "" "After clicking the desired social media outlet from the :guilabel:`Add a " "Stream` pop-up window, Odoo navigates directly to that specific social media" " outlet's authorization page, where permission must be granted, in order for" " Odoo to add that particular social media account as a stream to the *Social" " Marketing* application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Sample of a populated social marketing dashboard with social media streams " "and content." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:64 msgid "" "Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on " "the main :guilabel:`Social Marketing` dashboard, and a new column, with that" " account's posts, is added. Accounts/streams can be added at any time." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:69 msgid "" "A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook`" " account that grants permission is the administrator for the page. It should" " also be noted that different pages can be added for different streams." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:74 msgid "" ":guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` " "login because it uses the same API. This means, an :guilabel:`Instagram` " "account needs to be linked to a :guilabel:`Facebook` account in order for it" " to show up as a stream in Odoo." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:79 msgid "Posts" msgstr "Wpisy" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:81 msgid "" "Clicking on a post from a social media stream reveals a pop-up window, " "showcasing the content of that specific post, along with all the engagement " "data related to it (e.g. likes, comments, etc.)." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Sample of a social media post's pop-up window in Odoo Social Marketing " "application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:88 msgid "" "If desired, the user can leave a new comment of the post from the post's " "pop-up window, by typing one in the :guilabel:`Write a comment...` field, " "and clicking :guilabel:`Enter` to post that comment." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:93 msgid "Create leads from comments" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:95 msgid "" "Odoo *Social Marketing* also provides the ability to create leads directly " "from social media comments." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:98 msgid "" "To create a lead from a comment left on a social media post, click on the " "desired post from the dashboard to reveal that post's specific pop-up " "window. Then, scroll to the desired comment, and click the :guilabel:`three " "vertical dots` icon to the right of that comment." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:102 msgid "" "Doing so reveals a drop-down menu with the option: :guilabel:`Create Lead`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "The drop-down menu beside a comment revealing the option to create a lead." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:108 msgid "" "Upon clicking :guilabel:`Create Lead` from the comment's drop-down menu, a " ":guilabel:`Conver Post to Lead` pop-up window appears." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "The convert post to lead pop-up window that appears in Odoo Social " "Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:115 msgid "" "In this pop-up window, select to either: :guilabel:`Create a new customer`, " ":guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a " "customer`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:119 msgid "" "If :guilabel:`Link to an existing customer` is selected, a new " ":guilabel:`Customer` field appears beneath those options, wherein a customer" " can be chosen to be linked to this lead." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:122 msgid "" "Once the desired selection has been made, click the :guilabel:`Convert` " "button at the bottom of the :guilabel:`Convert Post to Lead` pop-up window. " "Doing so reveals a fresh lead detail form, where the necessary information " "can be entered and processed." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "New lead detail form generated from a social media comment in Odoo Social " "Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:131 msgid "Insights" msgstr "Szczegóły" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:133 msgid "" "When a social media account stream is added to the *Social Marketing* " "dashboard, each stream also displays and links that specific social media " "platform's KPIs (if the platform has them)." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:136 msgid "" "To get redirected to the statistics and metrics related to any social media " "account's KPIs, click on the :guilabel:`Insights` link, located at the top " "of each stream." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Visual of how the Insights link appears on the dashboard of the Social " "Marketing app." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:144 msgid "" "In a multi-company environment, if not *all* pages are selected, de-" "authentication happens." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:146 msgid "" "For example, if the companies have 3 *Facebook* pages, but only grant access" " to 1, and try to grant access to another at a later date, they will be de-" "authenticated, and access to the initial page's insights/analytics will be " "lost." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:150 msgid "" "So, be sure to add *all* pages for *all* companies in a multi-company " "environment to avoid this issue. If a page gets de-autenticated, simply " "remove the stream, and re-establish it." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:154 msgid "Create and post social media content" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:156 msgid "" "Odoo *Social Marketing* offers the ability to create and post content for " "social media accounts directly through the application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:159 msgid "" "To create content for social media accounts, navigated to the " ":menuselection:`Social Marketing app`, and click :guilabel:`New Post` " "located in the upper-right corner of the *Social Marketing* dashboard." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "New Post button on the main dashboard of the Odoo Social Marketing " "application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:167 msgid "" "Or, navigate to :menuselection:`Social Marketing app --> Posts` and click " "the :guilabel:`New` button." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "New button on the Social Posts page in the Odoo Social Marketing " "application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:174 msgid "" "Either route reveals a blank social media post detail form that can be " "customized and configured in a number of different ways." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "Blank social media post detail page in Odoo Social Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:182 msgid "Post detail form" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:184 msgid "" "The social media post detail form in Odoo *Social Marketing* has many " "different configurable options available." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:188 msgid "Company" msgstr "Firma" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:190 msgid "" "If working in a multi-company environment, the first field in the " ":guilabel:`Your Post` section of the social media post detail form is " ":guilabel:`Company`. In this field, select the company that should be " "connected to this specific social media post." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:195 msgid "Post on" msgstr "Opublikuj w" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:197 msgid "" "If working in a single-company environment, the first field in the " ":guilabel:`Your Post` section of the social media post detail form is " ":guilabel:`Post on`. In this field, determine which social media outlets " "(streams) this post is intended to be posted on, and/or which website's " "visitors this post should be sent to, via push notification, by checking the" " box beside the desired option(s)." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:202 msgid "" "Odoo automatically provides every available social media account that's been" " linked to the database as an option in this section. If a social media " "account hasn't been added as a stream to the *Social Marketing* application," " it will **not** appear as an option on the post template." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:206 msgid "" "Multiple social media outlets (streams) and websites can be selected in the " ":guilabel:`Post on` field. At least **one** option in the :guilabel:`Post " "on` field *must* be selected." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:210 msgid "" "In order for the :guilabel:`Push Notification` option to appear on the " "social media post detail form in Odoo *Social Marketing*, make sure the " "*Enable Web Push Notifications* feature is enabled in the *Website* app." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:214 msgid "" "To do that, navigate to :menuselection:`Website app --> Configuration --> " "Settings`, activate :guilabel:`Enable Web Push Notifications`, fill out the " "corresponding fields, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:219 msgid "Message" msgstr "Wiadomość" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:221 msgid "" "Next, there's the :guilabel:`Message` field. This is where the main content " "of the post is created." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:223 msgid "" "In the :guilabel:`Message` field, type in the desired message for the social" " post. After typing, click away from the :guilabel:`Message` field to reveal" " visual samples of how the post will look on all the previously selected " "social media accounts (and/or websites, as push notifications)." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Sample social media post with visual samples of how it will appear on social" " media outlets." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:232 msgid "" "Emojis can also be added directly to the text in the :guilabel:`Message` " "field. Just click the :guilabel:`🙂 (smiley face)` icon, located on the line " "of the :guilabel:`Message` field to the far right. Clicking this icon " "reveals a drop-down menu containing numerous emojis to choose from." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:237 msgid "" "If :guilabel:`Twitter` is chosen in the :guilabel:`Post on` field, a " "character counter appears beneath the :guilabel:`Message` field." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:241 msgid "Attach Images" msgstr "Załącz obrazy" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:243 msgid "" "If images are to be used in the post, click the :guilabel:`Attach Images` " "button, in the :guilabel:`Attach Images` field, located beneath the " ":guilabel:`Message` field. When clicked, Odoo reveals a pop-up window. In " "this pop-up window, select the desired image from the hard drive, and upload" " it." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:248 msgid "" "After successfully uploading and attaching the desired image, Odoo reveals a" " new preview of the social media post, complete with the newly-added image, " "on the right side of the detail form." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Visualized samples of post with newly-attached images in Odoo Social " "Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:256 msgid "Campaign" msgstr "Kampania" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:258 msgid "" "Next, there is the :guilabel:`Campaign` field. This non-required field " "provides the options to attach this post to a specific marketing campaign." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:261 msgid "" "To add this post to a pre-existing campaign, click the empty " ":guilabel:`Campaign` field to reveal a drop-down menu, containing all the " "existing campaigns in the database. Select the desired campaign from this " "drop-down menu to add this post to that campaign." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:265 msgid "" "To create a new campaign directly from the social media post detail form, " "start typing the name of the new campaign in the blank :guilabel:`Campaign` " "field, and select either :guilabel:`Create` or :guilabel:`Create and " "edit...`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Drop-down menu options of Create or Create and edit in the Campaign field." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:273 msgid "" "Clicking :guilabel:`Create` creates the campaign, which can be " "edited/customized later." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:275 msgid "" "Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a " ":guilabel:`Create Campaign` pop-up form, wherein the :guilabel:`Campaign " "Identifier`, :guilabel:`Responsible`, and :guilabel:`Tags` can be instantly " "configured." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Create campaign pop-up window that appears on a social media post detail " "form." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:283 msgid "" "When all the desired settings have been entered, click :guilabel:`Save & " "Close` to save the campaign and return to the social media post detail form." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:287 msgid "When" msgstr "Kiedy" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:289 msgid "" "Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to " "have Odoo publish the post immediately, or :guilabel:`Schedule later` to " "have Odoo publish the post at a later date and time." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:293 msgid "" "If :guilabel:`Schedule later` is selected, a new :guilabel:`Scheduled Date` " "field appears. Clicking the empty field reveals a pop-up calendar, in which " "a future date and time can be designated." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Schedule date pop-up window that appears on social media post detail form in" " Odoo." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:300 msgid "" "After selecting a desired date and time, click :guilabel:`Apply`. Then, Odoo" " will promptly publish the post at that specific date and time on the pre-" "detemined social media account(s)." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:304 msgid "" "If scheduling a post, the :guilabel:`Post` button at the top of the social " "media post detail form changes to :guilabel:`Schedule`. Be sure to click " ":guilabel:`Schedule` after completing the social media post detail form." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:308 msgid "" "Doing so, locks in that specific date/time for Odoo to send the post, and it" " changes the status of the post to :guilabel:`Scheduled`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:312 msgid "Push Notification Options" msgstr "Opcje powiadomień push" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:314 msgid "" "If one (or multiple) :guilabel:`[Push Notification]` options are chosen in " "the :guilabel:`Post on` field, a specific :guilabel:`Push Notification " "Options` section appears at the bottom of the social media post detail form." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "Push notification options section on a social media post detail form." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:322 msgid "It should be noted that *none* of these fields are required." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:324 msgid "" "The first field in this section is :guilabel:`Notification Title`. In this " "field, there is the option to add a custom title to the push notification " "that will be sent." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:327 msgid "" "To designate a specific page on the website that should trigger this push " "notification, enter that page's URL in the :guilabel:`Target URL` field. " "Then, once a visitor reaches that specific page, Odoo will display the push " "notification." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:331 msgid "" "Below that field is the option to add a custom :guilabel:`Icon Image` to the" " push notification. This is an icon that appears beside the push " "notification." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:334 msgid "" "To upload a new image, click the :guilabel:`✏️ (pencil) icon` when hovering " "over the :guilabel:`Icon Image` camera icon. Doing so reveals a pop-up " "window, in which the desired icon image can be located on the hard drive, " "and subsequently uploaded." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:338 msgid "" "Once that's complete, Odoo automatically updates the visual preview of how " "the icon appears on the push notification." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:342 msgid "" "Next, if the post is scheduled to be posted later, there is the option to " "ensure the post is sent in the visitor's timezone, by enabling the " ":guilabel:`Local Time` option. If enabled, Odoo will send it at the " "appropriate, pre-determined time, taking the visitor's location into " "consideration." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "" "The Local Time option in the Push Notification Options section of features." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:351 msgid "" "Then, there is the :guilabel:`Match all records` field. This field provides " "the ability to target a specific group of recipients in the database, based " "on certain criteria, and can be applied to match :guilabel:`all` or " ":guilabel:`any` of the rules." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:355 msgid "" "To utilize this field, click the :guilabel:`+ Add condition` button, which " "reveals an equation-like rule field." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:358 msgid "" "In this equation-like rule field, specifiy the specific criteria Odoo should" " take into account when sending this post to a particular target audience." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Push notification conditions set up to match a specific amount of records in" " the database." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:365 msgid "" "To add an additional rule, click the :guilabel:`➕ (plus sign) icon` to the " "far-right of the rule." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:367 msgid "" "To add a branch (series of additional rules based on the previous rule, to " "further specify a target audience), click the unique :guilabel:`branch " "icon`, located to the right of the :guilabel:`➕ (plus sign) icon`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:371 msgid "Lastly, click the :guilabel:`🗑️ (trash can) icon` to delete any rule." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:373 msgid "" "The size of the specified target audience of recipients is represented by " "the number of :guilabel:`Records` displayed beneath the rules." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:377 msgid "Posts page" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:379 msgid "" "To see a complete overview of posts, go to Odoo :menuselection:`Social " "Marketing app --> Posts`. Here, on the :guilabel:`Social Posts` page, every " "post that has been created and posted with Odoo can be seen and accessed." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:383 msgid "" "There are four different view options for the :guilabel:`Social Posts` page " "data: *kanban*, *calendar*, *list*, and *pivot*." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:386 msgid "" "The view options are located in the upper right corner of the " ":guilabel:`Posts` page, beneath the search bar." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:391 msgid "Kanban view" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:393 msgid "" "By default, Odoo displays the posts in a kanban view. The information on " "this page can be sorted even further, via the left sidebar, where all " "connected social accounts and posts can be quickly seen, accessed, and " "analyzed." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:397 msgid "" "The kanban view is represented by an :guilabel:`inverted bar graph icon` in " "the upper-right corner." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "" "Kanban view of the posts page in the Odoo Social Marketing application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:404 msgid "Calendar view" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:406 msgid "" "The calendar view option displays a visual representation of posts in a " "calendar format of when posts were published, or are scheduled to be " "published. This option provides a clear overview of any planned day, week, " "or month, and Odoo displays all drafted, scheduled, and published posts." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:411 msgid "" "Clicking on a date reveals a blank social media post detail form, in which a" " social media post can be created, and Odoo will post it on that specific " "date/time." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:414 msgid "" "The calendar view is represented by a :guilabel:`calendar icon` in the " "upper-right corner." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "Example of the calendar view in Odoo Social Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:422 msgid "" "The list view option is similar to the kanban option, but instead of " "individual blocks, all post information is displayed in a clear, list " "layout. Each line of the list displays the :guilabel:`Social Accounts`, " ":guilabel:`Message`, and :guilabel:`Status` of every post." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:426 msgid "" "There is also a helpful left sidebar that organizes all posts by " ":guilabel:`Status` and lists all connected :guilabel:`Social Accounts`, as " "well." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:429 msgid "" "The list view is represented by four vertical lines in the upper-right " "corner." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "View of the list option on the posts page in Odoo Social Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:435 msgid "Pivot view" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:437 msgid "" "The pivot view option provides a fully customizable grid table, where " "different measures of data can be added and analyzed." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "View of the pivot option on the posts page in Odoo Social Marketing." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:444 msgid "" "The pivot view option provides numerous analytical options, allowing for in-" "depth, detailed analysis of various posts and metrics." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:447 msgid "" "Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot " "table to reveal more metric options to add to the grid." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:450 msgid "" "While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is " "available, located to the right of the :guilabel:`Measures` drop-down menu, " "in the upper-left corner of the :guilabel:`Social Posts` page." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:454 msgid "" "Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to" " the pivot view." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:456 msgid "From left to right, those options are:" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:458 msgid "" ":guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid " "table." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:459 msgid "" ":guilabel:`Expand All`, which expands each line in the grid, revealing more " "detailed information related to it." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:461 msgid "" ":guilabel:`Download`, which, when clicked, instantly downloads the pivot " "table as a spreadsheet." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:465 msgid "Visitors" msgstr "Odwiedzający" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:467 msgid "" "To see a complete overview of all the people who have visited the website(s)" " connected to the database, navigate to :menuselection:`Social Marketing app" " --> Visitors`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "View of the Visitors page in the Odoo Social Marketing application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:474 msgid "" "Here, Odoo provides a detailed layout of all the visitors' pertinent " "information in a default kanban view. If visitors already have contact " "information in the database, the option to send them an :guilabel:`Email` " "and/or an :guilabel:`SMS` is available." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:478 msgid "" "This same visitor data can also be viewed as a list or a graph. Those view " "options are located in the upper-right corner of the :guilabel:`Visitors` " "page." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:482 msgid "Social media page" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:484 msgid "" "Another way to quickly link social media accounts to Odoo *Social Marketing*" " can be done on the :guilabel:`Social Media` page. To access the " ":guilabel:`Social Media` page, navigate to :menuselection:`Social Marketing " "app --> Configuration --> Social Media`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:488 msgid "" "On the :guilabel:`Social Media` page there is a collection of all social " "media options, each complete with a :guilabel:`Link account` button: " ":guilabel:`Facebook`, :guilabel:`Instagram`, :guilabel:`LinkedIn`, " ":guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push " "Notifications`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "View of the social media page in the Odoo Social Marketing application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:497 msgid "Social accounts page" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:499 msgid "" "To see a list of all social accounts and websites linked to the database, go" " to :menuselection:`Social Marketing app --> Configuration --> Social " "Accounts`. This :guilabel:`Social Accounts` display the :guilabel:`Name`, " "the :guilabel:`Handle/Short Name`, the :guilabel:`Social Media` platform, " "who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it " "is associated." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "View of the social accounts page in the Odoo Social Marketing application." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:509 msgid "" "To edit/modify any of the social accounts on this page, simply select the " "desired account from the list on this page, and proceed to make any " "adjustments necessary." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:513 msgid "Social streams page" msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:515 msgid "" "To view a separate page with all the social media streams that have been " "added to the main *Social Marketing* dashboard, navigate to " ":menuselection:`Social Marketing app --> Configuration --> Social Streams`." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:523 msgid "" "Here, the social stream information is organized in a list with the " ":guilabel:`Social Media`, the :guilabel:`Title` of the stream, the " ":guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, :guilabel:`Keyword`," " etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to " "which it is associated." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:528 msgid "" "To modify any stream's information, simply click the desired stream from the" " list, and proceed to make any necessary adjustments." msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:532 msgid "" ":doc:`/applications/marketing/social_marketing/essentials/social_campaigns`" msgstr "" #: ../../content/applications/marketing/surveys.rst:5 msgid "Surveys" msgstr "Ankiety" #: ../../content/applications/marketing/surveys.rst:8 msgid "`Odoo Tutorials: Surveys `_" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:3 msgid "Survey essentials" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:5 msgid "" "Companies often use surveys to collect valuable information from their " "customers and employees, which in turn, allows them to make more informed " "business decisions." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:8 msgid "" "In Odoo, surveys are used to collect customer feedback, evaluate the success" " of a recent event, measure the satisfaction of customers (or employees), " "and gain more insight into shifting market sentiments." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:13 msgid "Getting started" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:15 msgid "" "To begin, open the :guilabel:`Surveys` application and click " ":guilabel:`Create`. Odoo then redirects the page to a blank survey template " "form." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:18 msgid "" "On the survey form, add a :guilabel:`Survey Title` and then add a cover " "image to the survey by hovering over the photo icon and clicking on the " ":guilabel:`Edit (pencil)` icon. When the file explorer window opens, choose " "an image from the local files." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:22 msgid "" "Below the :guilabel:`Survey Title` are various tabs in which the survey " "questions and format can be created and customized. These tabs are labeled " "as follows:" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:25 msgid ":guilabel:`Questions`: the list of questions to be asked in the survey" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:26 msgid "" ":guilabel:`Description`: contextual information to aid in understanding the " "survey" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:27 msgid "" ":guilabel:`Options`: choices for survey respondents to answer the questions" msgstr "" #: ../../content/applications/marketing/surveys/create.rst-1 msgid "Various tabs that can be found on the survey template page." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:34 msgid "Questions tab" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:36 msgid "" "Add questions and sections to the survey in the :guilabel:`Questions` tab. A" " section divides the survey into parts in order to visually group similar " "questions together. To make a section, click :guilabel:`Add a section` and " "type in a section name. Then, add questions or drag and drop questions into " "the divided sections." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:41 msgid "" "Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" " Questions` pop-up to create and customize the survey question." msgstr "" #: ../../content/applications/marketing/surveys/create.rst-1 msgid "The survey question pop-up window." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:49 msgid "Create questions" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:51 msgid "" "In the :guilabel:`Create Sections and Questions` pop-up, type the question " "in the :guilabel:`Question` field. Then, choose the :guilabel:`Question " "Type`. A preview of how the question type looks is shown in the preview " "window." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:55 msgid "Choose from the following :guilabel:`Question Types`:" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:57 msgid ":guilabel:`Multiple Lines Text Box`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:58 msgid ":guilabel:`Single Line Text Box`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:59 msgid ":guilabel:`Numerical Value`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:60 msgid ":guilabel:`Date`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:61 msgid ":guilabel:`Datetime`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:62 msgid ":guilabel:`Multiple choice: only one answer`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:63 msgid ":guilabel:`Multiple choice: multiple answers allowed`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:64 msgid ":guilabel:`Matrix`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:67 msgid "" "Different features appear in the :guilabel:`Answers` and :guilabel:`Options`" " tabs, depending on the :guilabel:`Question Type` chosen. However, the " ":guilabel:`Description` tab always remains the same, regardless of what " "question is chosen." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:72 msgid "Create sections and questions" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:74 msgid "" "Once a :guilabel:`Question Type` has been selected, there are three possible" " tabs where information can be customized for the question. These include " "the :guilabel:`Answers` (if applicable), :guilabel:`Description`, and " ":guilabel:`Options` tabs." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:78 msgid "" "Each tab offers a variety of different features depending on what " ":guilabel:`Question Type` was chosen." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:81 msgid "" "For example, in the :guilabel:`Options` tab, the following options may " "appear:" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:83 msgid ":guilabel:`Mandatory Answer`: the question must be answered." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:84 msgid "" ":guilabel:`Matrix Type`: for matrix-type questions, select if one choice or " "multiple choices can be selected per row." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:86 msgid ":guilabel:`Number of columns`: select how many columns are displayed." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:87 msgid ":guilabel:`Images on answers`: allow images on the answer options." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:88 msgid "" ":guilabel:`Conditional Display`: determine if the question is displayed " "based on the participant's answer to a previous question." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:90 msgid "" ":guilabel:`Show Comments Field`: allow the participant to type a comment in " "a text box." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:91 msgid "" ":guilabel:`Question Time Limit`: for live session surveys, set a time limit " "for the question." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:94 msgid "Conditional Display" msgstr "Wyświetlanie warunkowe" #: ../../content/applications/marketing/surveys/create.rst:96 msgid "" ":guilabel:`Conditional Display` means the question is only displayed if the " "specified conditional answer has been selected in a previous question." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:99 msgid "" "When the box next to :guilabel:`Conditional Display` is selected, the " ":guilabel:`Triggering Question` field appears. Select a question from the " "survey." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:102 msgid "" "Then, a :guilabel:`Triggering Answer` field appears. Here, select which " "answer will trigger this :guilabel:`Conditional Display` question." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:106 msgid "Options tab" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:108 msgid "" "Back on the main survey template form, under the :guilabel:`Options` tab, " "there are different sections of settings that can be modified." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:111 msgid "The sections include:" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:113 msgid "" ":guilabel:`Questions`: focuses on the overall presentation of the survey" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:114 msgid ":guilabel:`Scoring`: decides how the survey is scored" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:115 msgid ":guilabel:`Candidates`: manages access to the survey" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:116 msgid "" ":guilabel:`Live Session`: enables the survey into a real-time group " "activity." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:119 msgid "Questions" msgstr "Pytania" #: ../../content/applications/marketing/surveys/create.rst:121 msgid "" "First, select the :guilabel:`Layout` of the survey. The following options " "can be chosen:" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:123 msgid ":guilabel:`One page with all the questions`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:124 msgid ":guilabel:`One page per section`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:125 msgid ":guilabel:`One page per question`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:127 msgid "" "If either the :guilabel:`One page per section` or :guilabel:`One page per " "question` options are chosen, then the :guilabel:`Back Button` option " "appears. If selected, the :guilabel:`Back Button` option allows the " "participant to go back to a question during the survey." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:131 msgid "" "Under the :guilabel:`Layout` options is the :guilabel:`Progression Mode` " "setting, which indicates how the participant's progress during the survey is" " displayed. It is shown as either a :guilabel:`Percentage` or a " ":guilabel:`Number`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:135 msgid "" "Next, there is an option available to add a :guilabel:`Survey Time Limit`. " "To implement this option, simply check the box, and enter the amount of time" " (in minutes) participants have to complete the survey." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:139 msgid "" "After the :guilabel:`Survey Time Limit` option is a section labeled " ":guilabel:`Selection`. Here, questions can be :guilabel:`Randomized per " "section`, in other words, the number of random questions can be configured " "by section. This mode is ignored in a live session." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:144 #: ../../content/applications/marketing/surveys/scoring.rst:56 msgid ":doc:`time_random`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:147 msgid "Scoring" msgstr "Ocenianie" #: ../../content/applications/marketing/surveys/create.rst:149 msgid "" "The following options are available when deciding how a :guilabel:`Scoring` " "method:" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:151 msgid ":guilabel:`No scoring`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:152 msgid ":guilabel:`Scoring with answers at the end`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:153 msgid ":guilabel:`Scoring without answers at the end`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:155 msgid "" "If either the :guilabel:`Scoring with answers at the end` or " ":guilabel:`Scoring without answers at the end` options are selected, a " ":guilabel:`Success %` field appears. Set the percentage of correct answers " "needed to pass the survey." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:159 msgid "" "Next, there is the option to make the survey a certification. To do so, " "check the box next to the option labeled :guilabel:`Is a Certification`, and" " two additional fields appear. Select a color theme in the " ":guilabel:`Certification Template` field and then choose an :guilabel:`Email" " Template`. When a participant passes the certification with the required " "score, an email from Odoo will automatically be sent to that person using " "the selected email template." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:165 msgid "" "If the :guilabel:`Give Badge` feature is enabled and the " ":guilabel:`Certification Badge` is set, the survey participant also receives" " a badge upon passing the certification." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:169 #: ../../content/applications/marketing/surveys/time_random.rst:48 msgid ":doc:`scoring`" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:172 msgid "Candidates" msgstr "Kandydaci" #: ../../content/applications/marketing/surveys/create.rst:174 msgid "" "To determine access to the survey, the :guilabel:`Access Mode` has two " "options to choose between: :guilabel:`Anyone with the link` and " ":guilabel:`Invited people only`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:177 msgid "" "Below the :guilabel:`Appraisal Managers Only` checkbox is the " ":guilabel:`Login Required` option to require a login to participate in the " "survey. If this option is activated, an :guilabel:`Attempts Limit` field " "also populates, in which the number of survey attempts is defined for the " "participant." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:182 msgid "Live Session" msgstr "Sesja na żywo" #: ../../content/applications/marketing/surveys/create.rst:184 msgid "" "The :guilabel:`Live Session` section is dedicated to users who are " "conducting surveys in real-time, wherein they directly engage with and " "collect answers from a live audience." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:187 msgid "" "Customize the :guilabel:`Session Code` here; this code is needed for " "participants to access the live session survey. Reward participants for " "quick answers by selecting the checkbox labeled :guilabel:`Reward quick " "answers`. By checking it, attendees will get more points if they answer " "quickly." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:193 msgid "Description tab" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:195 msgid "" "Back on the main survey template page is the :guilabel:`Description` tab, " "where a custom description of the survey can be added. This is displayed " "beneath the title on the survey's homepage, which is on the front end of the" " website made through the Odoo :guilabel:`Website` app." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:200 msgid "Test and share the survey" msgstr "" #: ../../content/applications/marketing/surveys/create.rst:202 msgid "" "Once the survey is created and saved, run a test to check for possible " "errors before finally sending it out to the participants by clicking " ":guilabel:`Test` in the upper left corner of the survey template page." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:206 msgid "" "When activated, Odoo redirects the page to a test version of the survey on " "the front end of the website. This page displays how the survey will look to" " participants. Proceed to run through the survey, like a normal participant," " to check for errors." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:210 msgid "" "To return to the survey template form in the backend, simply click the " ":guilabel:`This is a test survey. Edit Survey` link in the blue banner along" " the top of the page. Once Odoo redirects the page to the survey template in" " the backend, make any further changes, as needed, before officially sending" " the survey out to participants." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:215 msgid "" "When the survey is ready to be shared with the audience, click the " ":guilabel:`Start Survey` button in the upper-left corner of the survey " "template form. Then, click :guilabel:`Share`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:218 msgid "" "In the pop-up window, add the survey recipients in the " ":guilabel:`Recipients` field (for existing contacts in the Odoo database) or" " the :guilabel:`Additional emails` field (for contacts that do not want to " "be listed in the Odoo database). Finally, click :guilabel:`Send`." msgstr "" #: ../../content/applications/marketing/surveys/create.rst:222 msgid "" "As answers are received, check them by clicking the :guilabel:`Answers` " "smart button on the survey template form, or the :guilabel:`See Results` " "button in the upper left corner. To end the survey, click the " ":guilabel:`Close` button on the survey template form." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:5 msgid "" "To measure a survey participant's performance, knowledge, or overall " "satisfaction, Odoo ascribes points to survey answers. At the end of the " "survey, these points are summed up, resulting in the participant's final " "score." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:9 msgid "" "To add points to questions, open the :guilabel:`Surveys` application, choose" " the desired survey form, and then click on the :guilabel:`Options` tab. " "Under the :guilabel;`Scoring` section, choose between :guilabel:`Scoring " "with answers at the end` or :guilabel:`Scoring without answers at the end`." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:14 msgid "" ":guilabel:`Scoring with answers at the end` shows the survey participant " "their answers after completing the survey, and displays which questions they" " got right or wrong. On questions where there was an incorrect answer, the " "correct answer will be highlighted." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:18 msgid "" ":guilabel:`Scoring without answers at the end` does not show the survey " "participant their answer choices after completing the survey, only their " "final score." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:21 msgid "" "To indicate correct answers, click on the :guilabel:`Questions tab` and " "choose a question. In the question form, check the :guilabel:`Is a correct " "answer` box for the choice that is the correct answer and attach a score " "value." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:25 msgid "" "Back on the :guilabel:`Options` tab of the survey, set the " ":guilabel:`Success %`. The percentage entered determines what percentage of " "correct answers is needed to pass the survey." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:28 msgid "" "Further on the :guilabel:`Options` tab of the survey, survey administrators " "can also choose to make the survey a certification. A certification " "indicates that the survey asks questions to test the participants' knowledge" " level on a subject." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:32 msgid "" "When enabling the :guilabel:`Is a certification` option, choose a " ":guilabel:`Certification email template`. The certification will " "automatically be emailed using this email template to users who pass the " "survey with a final score that is greater than or equal to the set " ":guilabel:`Success %`." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:36 msgid "" "In the :guilabel:`Candidates` section, participants can be required to log " "in to take the survey. If the :guilabel:`Login Required` setting is enabled," " two new options appear: the :guilabel:`Attempts Limit` checkbox, which " "limits the number of times a participant can attempt the survey, and the " "option to :guilabel:`Give Badge`, located beneath the " ":guilabel:`Certification` options in the :guilabel:`Scoring` section." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "" "Setting the Required Score (percentage), login required, and certification " "template." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst:46 msgid "" "Badges are displayed on the eLearning portion of a given user's portal, and " "are a way to set milestones and reward participants for passing surveys or " "gaining points. Besides the awardee, website visitors who access the " ":guilabel:`Courses` page will also be able to see the granted badges." msgstr "" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:3 msgid "Timed and randomized questions" msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:5 msgid "" "When creating a survey in Odoo, there are options to set a time limit on the" " survey and randomize the questions." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:9 msgid "Time limit" msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:11 msgid "" "During a timed survey, participants must finish the survey within a " "specified period of time. A common use case for implementing a time limit is" " that it greatly reduces the chance of participants looking up responses via" " external resources (e.g. web search), and reduces the survey to a \"closed " "book\" testing environment." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:16 msgid "" "Find the :guilabel:`Survey Time Limit` setting in the :guilabel:`Options` " "tab of the survey form, under the :guilabel:`Questions` section." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst-1 msgid "Time limit field in the options tab of a survey template form." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:23 msgid "" "When the :guilabel:`Survey Time Limit` option is checked, a timer will be " "displayed on every page of the survey, letting participants keep track of " "the time remaining while the survey is active." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:27 msgid "" "Participants that do not submit their survey by the preconfigured time limit" " will *not* have their answers saved." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:31 msgid "Randomized selection" msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:33 msgid "" "When a survey is randomized, Odoo shuffles the questions and reveals them in" " a random order every time a participant begins the questionnaire. Using " "randomization as a survey method discourages participants from looking at " "each other's responses, and helps control for individual testing." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst:37 msgid "" "To randomize a survey, click the :guilabel:`Options` tab on the survey form." " In the :guilabel:`Questions` section, select :guilabel:`Randomized per " "section` for the :guilabel:`Selection` field. After enabling, navigate to " "the :guilabel:`Questions` tab and look in the :guilabel:`Random questions " "count` column. From there, determine how many questions (per section) Odoo " "should select and display during the shuffling of questions." msgstr "" #: ../../content/applications/marketing/surveys/time_random.rst-1 msgid "Randomized question count in the questions tab of a survey." msgstr ""