====================================== Automate Actions and Create a Workflow ====================================== Automated workflows are a sign that you are building intelligent, data-driven, multifaceted campaigns to enable the delivery of the right message, to the right prospects, at the right time. It also speeds up processes and creates a seamless experience for employees. Segment and create a campaign ============================= Go to :menuselection:`Campaigns --> Create`. | In the example below, the *Marketing Automation* application is fully integrated with *Contacts*. | But it can also be integrated with other apps like CRM, as long as they are installed in your database. .. image:: media/auto1.png :align: center :alt: Create workflows in Odoo Marketing Automation | Depending on the criteria, the *target model updates itself* while the campaign is running. That means that every new record that meets the criteria will be added to the workflow. | Example: a campaign starts for leads that have no salesman assigned. If at some point, those leads get to have a salesman assigned to it, the campaign will stop running. Create a parent activity and start to build a workflow ====================================================== Click on *Add new activity*. .. image:: media/auto2.png :align: center :alt: Create workflows in Odoo Marketing Automation *Trigger* is the field to set for the activity to start to de deployed. Adopt an *Expiry Duration* if you would like to stop actions from being executed after a certain amount of time and in subsequence to the trigger. Under *Domain* you can narrow down your target, even more, applying filters for this specific activity. Add Child Activities -------------------- | A *child activity* is an action that will take place based on a condition. | You can either create or add a child activity if on the previous one: the email was opened or not, the email was replied or not, the link was clicked or not, the email bounced back. .. image:: media/auto3.png :align: center :height: 350 :alt: Create workflows in Odoo Marketing Automation .. seealso:: - :doc:`segment`