388253665e
closes odoo/documentation#8878 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com> Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
92 lines
4.6 KiB
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92 lines
4.6 KiB
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Automatic alerts
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================
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Now that your subscriptions are up and running, you want to stay up-to-date with your customers.
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Some automation would be appreciated since you would not want to go through the list of all your
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subscribers to check how things are going. This is what the *Automatic Alerts* feature is for.
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For example, when customers subscribe to your magazine, you would probably want to send them an
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email to welcome them and express your gratitude. Or, if the satisfaction rate of your customers
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drops below 50%, you would probably want to schedule a call with them to understand the reasons for
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their dissatisfaction.
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With **Odoo Subscriptions**, you can set automatic emails, create a "Call" task for one
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of your salespeople so that he/she can try to understand your customer's dissatisfaction, and
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finally, why not automatically send satisfaction surveys so customers can evaluate your services?
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All of that is now possible.
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Create a new automatic alert
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============================
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The following example shows how to create a new automatic alert to send satisfaction surveys to your
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customers, by email, after one month of subscription. To do so, go to :menuselection:`Subscriptions
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--> Configuration --> Alerts`, and create a new alert.
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.. image:: automatic_alerts/create-a-new-automatic-alert.png
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:align: center
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:alt: New automatic alert in Odoo Subscriptions
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1. On the *Apply on* section, first give the alert a name. Then, you can choose to apply this alert
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on a subscription template, on a specific customer, or even on a specific product. If you want
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to add more specifications, you can also specify the value of your MRR, the change rate of your
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MRR over a certain period of time, the value of the satisfaction rate, and even the stage to
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which you want to apply this alert.
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.. note::
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In this example, the alert is applied to a specific product, and the stage goes from
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*Undefined* to *In Progress*.
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2. For the *Action* section, specify the *Action* and the *Trigger on*. If the *Trigger on* is set
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to *Modification*, the action is triggered every time there is a change or anything added to the
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subscription, and all the conditions on the *Apply on* section are met. Now, if the *Trigger on*
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is set to *Timed condition*, it means that the action is triggered based on the type of
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*Trigger date*. After that, you can choose your *Action*. You have the choice between
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*Create next activity*, *Set a tag on the subscription*, *Set a stage on the subscription*,
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*Mark as To Renew*, *Send an email to the customer* and *Send an SMS Text Message to the
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customer*.
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.. note::
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In the example above, the *Trigger on* is set to *Timed condition*, therefore, a
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*Trigger date* and *Delay after trigger* need to be specified. And because the *Send an email
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to the customer* action was adopted, an *Email template* can be chosen.
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.. note::
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Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or tokens. For more
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information on :abbr:`IAP (In-App Purchase)`, visit
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:doc:`../../essentials/in_app_purchase`. For more information on sending SMS messages,
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visit :doc:`../../marketing/sms_marketing/essentials/sms_essentials`.
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As a result, this alert sends a rating survey after one month, to the customers who have purchased
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that specific product. The survey appears in the chatter of your respective subscription.
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.. image:: automatic_alerts/rating-satisfaction-survey.png
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:align: center
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:alt: Satisfaction survey in Odoo Subscriptions
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Modify an existing automatic alert
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==================================
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By default, Odoo suggests you an automatic alert called *Take action on less satisfied clients*.
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.. image:: automatic_alerts/modify-an-existing-automatic-alert.png
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:align: center
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:alt: Modify an existing automatic alert in Odoo Subscriptions
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This alert is applied to the *Rating Satisfaction* of your customers, and the action is triggered
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on *Timed condition*. If their satisfaction rate is lower than 50%, a salesperson contacts the
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customer. This action is automatically assigned to the salesperson who manages the subscription,
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and the due date is 5 days after the triggering of this action. This alert ensures that your
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clients are happy and that you are taking actions if they are not. It helps to keep your customer
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retention rates very high.
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.. note::
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By editing the alert, you can modify the *Apply on*, the *Action* and *Activity* sections, and
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adapt them to your own needs.
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`plans`
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- :doc:`products`
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- :doc:`../../essentials/in_app_purchase`
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