13925 lines
533 KiB
Plaintext
13925 lines
533 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Tuomas Vihinen, 2025
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# Jessica Jakara, 2025
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# Ossi Mantylahti <ossi.mantylahti@obs-solutions.fi>, 2025
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# Martti Valto, 2025
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# Wil Odoo, 2025
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 18.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-02-20 16:01+0000\n"
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"PO-Revision-Date: 2024-10-08 06:34+0000\n"
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"Last-Translator: Wil Odoo, 2025\n"
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"Language-Team: Finnish (https://app.transifex.com/odoo/teams/41243/fi/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: fi\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../content/applications/marketing.rst:5
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msgid "Marketing"
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msgstr "Markkinointi"
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#: ../../content/applications/marketing/email_marketing.rst:5
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msgid "Email Marketing"
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msgstr "Sähköpostimarkkinointi"
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#: ../../content/applications/marketing/email_marketing.rst:7
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msgid ""
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"The Odoo *Email Marketing* app provides drag-and-drop design tools, pre-"
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"built templates, and other interactive features to create engaging email "
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"campaigns. The *Email Marketing* app also provides detailed reporting "
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"metrics to track the campaigns' overall effectiveness."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:12
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msgid ""
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"`Odoo Tutorial: Email Marketing <https://www.odoo.com/slides/slide/email-"
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"marketing-essentials-989?fullscreen=1>`_"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:38
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msgid "Email marketing dashboard"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:40
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msgid ""
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"After installing the application, click the :menuselection:`Email Marketing`"
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" app icon from the main Odoo dashboard. Doing so reveals the main "
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":guilabel:`Mailings` dashboard in the default list view."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst-1
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msgid "View of the main dashboard of the Odoo Email Marketing application."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:47
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msgid ""
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"In the search bar, the default filter of :guilabel:`My Mailings` is present "
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"to show all the mailings related to the current user. To remove that filter,"
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" click the :guilabel:`✖️ (remove)` icon next to the filter in the search "
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"bar. Doing so reveals all the mailings in the database."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:51
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msgid ""
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"The information on the :guilabel:`Mailings` dashboard has four different "
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"view options, located in the upper-right corner as individual icons."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:54
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msgid "The view options, from left-to-right, are:"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:56
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msgid ":ref:`List <email_marketing/list-view>` (default view)"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:57
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msgid ":ref:`Kanban <email_marketing/kanban-view>`"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:58
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msgid ":ref:`Calendar <email_marketing/calendar-view>`"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:59
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msgid ":ref:`Graph <email_marketing/graph-view>`"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:64
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#: ../../content/applications/marketing/email_marketing.rst:736
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#: ../../content/applications/marketing/social_marketing/social_posts.rst:52
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#: ../../content/applications/marketing/surveys.rst:172
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msgid "List view"
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msgstr "Listanäkymä"
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#: ../../content/applications/marketing/email_marketing.rst:66
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msgid ""
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"The list view, represented by the :guilabel:`☰ (horizontal lines)` icon in "
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"the upper-right corner, is the default view of the :guilabel:`Mailings` "
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"dashboard in the :guilabel:`Email Marketing` app."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:69
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msgid ""
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"While in list view, there are columns dedicated to different aspects of "
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"information related to the listed emails. Those columns are as follows:"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:72
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msgid ":guilabel:`Date`: the date the email was sent."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:73
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msgid ":guilabel:`Subject`: the subject of the email."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:74
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msgid ""
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":guilabel:`Responsible`: the user who created the email, or the user who has"
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" been assigned to the email."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:76
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msgid ":guilabel:`Sent`: how many times the email has been sent."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:77
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msgid ""
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":guilabel:`Delivered (%)`: percentage of sent emails that have been "
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"successfully delivered."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:78
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msgid ""
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":guilabel:`Opened (%)`: percentage of sent emails that have been opened by "
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"the recipients."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:79
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msgid ""
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":guilabel:`Clicked (%)`: percentage of sent emails that have been clicked by"
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" the recipients."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:80
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msgid ""
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":guilabel:`Replied (%)`: percentage of sent emails that have been replied to"
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" by the recipients."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:81
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msgid ""
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":guilabel:`Status`: the status of the email (:guilabel:`Draft`, "
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":guilabel:`In Queue`, or :guilabel:`Sent`)."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:84
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msgid ""
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"To add or remove columns, click the :guilabel:`Additional Options (two "
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"horizontal lines with dots)` icon, located to the far-right of the column "
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"titles in list view. Doing so reveals a drop-down menu of additional column "
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"options."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:91
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#: ../../content/applications/marketing/email_marketing.rst:709
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#: ../../content/applications/marketing/social_marketing/social_posts.rst:23
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msgid "Kanban view"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:93
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msgid ""
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"The Kanban view, represented by the :guilabel:`(inverted bar graph)` icon, "
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"can be accessed in the upper-right corner of the :guilabel:`Mailings` "
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"dashboard in the :guilabel:`Email Marketing` app."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst-1
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msgid ""
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"Kanban view of the main dashboard of the Odoo Email Marketing application."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:100
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msgid ""
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"While in Kanban view, the email information is displayed in the various "
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"stages."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:102
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msgid ""
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"The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, "
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":guilabel:`Sending`, and :guilabel:`Sent`."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:104
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msgid ":guilabel:`Draft`: the email is still being written/created."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:105
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msgid ""
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":guilabel:`In Queue`: the email is scheduled to be sent at a later date."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:106
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msgid ""
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":guilabel:`Sending`: the email is currently being sent to its recipients."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:107
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msgid ":guilabel:`Sent`: the email has already been sent to its recipients."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:109
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msgid ""
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"In each stage, there are drag-and-drop cards representing the emails that "
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"have been created/sent, and the stage they are in represents the current "
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"status of that mailing."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:112
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msgid ""
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"Each card on the :guilabel:`Mailings` dashboard provides key information "
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"related to that specific email."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:115
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msgid ""
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"When the cursor hovers over the upper-right corner of an email campaign "
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"card, a :guilabel:`⋮ (three vertical dots)` icon appears. When clicked, a "
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"mini drop-down menu reveals the option to color-code the email, "
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":guilabel:`Delete` the email, or :guilabel:`Archive` the message for "
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"potential future use."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst-1
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msgid ""
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"View of the three-dot drop-down menu on the Odoo Email Marketing dashboard."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:127
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#: ../../content/applications/marketing/social_marketing/social_posts.rst:36
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msgid "Calendar view"
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msgstr "Kalenterinäkymä"
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#: ../../content/applications/marketing/email_marketing.rst:129
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msgid ""
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"The calendar view, represented by a :guilabel:`📆 (calendar)` icon, can be "
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"accessed in the upper-right corner of the :guilabel:`Mailings` dashboard in "
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"the :guilabel:`Email Marketing` app."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:132
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msgid ""
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"While in calendar view, a monthly calendar (by default), shows when the "
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"mailings have been sent or are scheduled to be sent."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst-1
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msgid ""
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"Calendar view of the mailings dashboard in the Email Marketing application."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:139
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msgid ""
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"The current date is represented by a :guilabel:`🔴 (red circle)` icon over "
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"the date on the calendar."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:141
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msgid ""
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"To the right of the calendar, the options to filter the results by "
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":guilabel:`Responsible` and/or :guilabel:`Status` are available, via "
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"checkboxes."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:145
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msgid ""
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"To hide the right sidebar, click the :guilabel:`(panel-right)` icon, located"
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" above the sidebar."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:147
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msgid ""
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"In the top-left corner, above the calendar, the option to change the time "
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"period being displayed is available via a drop-down menu, which shows "
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":guilabel:`Month`, by default. When clicked, the drop-down menu that appears"
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" reveals the options: :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month` "
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"(default), :guilabel:`Year`, and :guilabel:`Show weekends` (selected by "
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"default)."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:152
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msgid ""
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"Clicking any of those options changes the calendar display to reflect that "
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"desired amount of time."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:154
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msgid ""
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"Clicking either :guilabel:`⬅️ (left arrow)` icon or :guilabel:`➡️ (right "
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"arrow)` icon changes the calendar to a previous or future time, depending on"
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" what is clicked, based on the chosen amount of time being represented."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:158
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msgid "To jump back to the current date, click the :guilabel:`Today` button."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:163
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msgid "Graph view"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:165
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msgid ""
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"The graph view, represented by a :guilabel:`(line graph)` icon, can be "
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"accessed in the upper-right corner of the :guilabel:`Mailings` dashboard in "
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"the :guilabel:`Email Marketing` app."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:168
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msgid ""
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"While in graph view, the status of the emails on the :guilabel:`Mailings` "
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"page is represented in a bar graph, but other graph view options can be "
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"implemented, if needed."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst-1
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msgid "How the Graph view appears in the Odoo Email Marketing application."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:175
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msgid ""
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"In the upper-left corner, above the graph, there is a :guilabel:`Measures` "
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"drop-down menu. When clicked, different filter options become available to "
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"further customize the graph views."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:178
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msgid ""
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"Those :guilabel:`Measures` options are: :guilabel:`A/B Testing percentage` "
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"and :guilabel:`Count` (default)."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:181
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msgid ""
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"To the right of the :guilabel:`Measures` drop-down menu is an "
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":guilabel:`Insert in Spreadsheet` button, if the *Documents* application is "
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"installed. When clicked, a pop-up window appears, in which the ability to "
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"add the graph to a spreadsheet or dashboard becomes available."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:185
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msgid ""
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"Beside the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in "
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"Spreadsheet` button are different graph view options. From left-to-right, "
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"those graph view options are: :guilabel:`(bar chart)` (default), "
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":guilabel:`(line chart)`, and :guilabel:`(pie chart)`."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:190
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msgid ""
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"Each graph view option provides its own series of additional view options, "
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"which appear to the right of the selected graph view option."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:194
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msgid "Search options"
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:196
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msgid ""
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"Regardless of the view chosen for the :guilabel:`Mailings` dashboard in the "
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":guilabel:`Email Marketing` app, the :guilabel:`Filters`, :guilabel:`Group "
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"by`, and :guilabel:`Favorites` options are always available to further "
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"customize the information being displayed."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:200
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msgid ""
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"To access those options, click the :guilabel:`(downward arrow)` icon, "
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"located to the right of the search bar. Doing so reveals a drop-down mega "
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"menu featuring those filtering and grouping options."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst-1
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msgid ""
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"The drop-down mega menu of search options the Odoo Email Marketing "
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"application."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:207
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msgid ""
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"These options provide various ways to specify and organize the information "
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"seen on the :guilabel:`Mailings` dashboard."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:212
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msgid "Filters"
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msgstr "Suodattimet"
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#: ../../content/applications/marketing/email_marketing.rst:214
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msgid ""
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"This section of the drop-down mega menu provides different ways to filter "
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"email results being shown on the :guilabel:`Mailings` dashboard in the "
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":guilabel:`Email Marketing` app."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:0
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msgid ""
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"View of filters drop-down menu options on the Odoo Email Marketing "
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"dashboard."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:221
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msgid ""
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"The options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, "
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":guilabel:`A/B Tests`, :guilabel:`A/B Tests to review`, "
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":guilabel:`Archived`, and :guilabel:`Add Custom Filter`."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:224
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msgid ""
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"If :guilabel:`Add Custom Filter` is selected, Odoo reveals a pop-up window, "
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"with three customizable fields to fill in, in order to create custom filter "
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"rules for Odoo to use to retrieve results that fit more specific criteria."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:0
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msgid ""
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"Add custom filter pop-up window that appears in Odoo Email Marketing app."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:232
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msgid "Group By"
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msgstr "Ryhmittely"
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#: ../../content/applications/marketing/email_marketing.rst:234
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msgid ""
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"This section of the drop-down mega menu provides different ways to group "
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"email results being shown on the :guilabel:`Mailings` dashboard in the "
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":guilabel:`Email Marketing` app."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:0
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msgid ""
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"View of the Group By drop-down menu on the Odoo Email Marketing application."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:241
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msgid ""
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"Using this section, the data can be grouped by the messages' "
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":guilabel:`Status`, or who it was :guilabel:`Sent By`."
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msgstr ""
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#: ../../content/applications/marketing/email_marketing.rst:244
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msgid ""
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"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:248
|
||
msgid ""
|
||
"If none of the above :guilabel:`Group By` options deliver the desired "
|
||
"results, click :guilabel:`Add Custom Group` at the bottom of the "
|
||
":guilabel:`Group By` section. Doing so reveals a drop-down menu, 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:253
|
||
msgid "Favorites"
|
||
msgstr "Suosikit"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:255
|
||
msgid ""
|
||
"This section provides the opportunity to save custom filters and/or "
|
||
"groupings for future use. To utilize this section, click the :guilabel:`Save"
|
||
" current search` field, which reveals additional fields."
|
||
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:263
|
||
msgid ""
|
||
"Give the favorited filter/grouping a title on the blank line above the "
|
||
"checkboxes for :guilabel:`Default filter` and :guilabel:`Shared`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:266
|
||
msgid ""
|
||
"Ticking the box for :guilabel:`Default filter` makes this favorited "
|
||
"filter/grouping the default option. Ticking the box for :guilabel:`Shared` "
|
||
"allows other users to see and use this favorited filter/grouping."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:270
|
||
msgid ""
|
||
"When all desired options are configured, click :guilabel:`Save` to save the "
|
||
"filter/grouping in the :guilabel:`Favorites` section of the mega drop-down "
|
||
"menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:274
|
||
#: ../../content/applications/marketing/events.rst:99
|
||
msgid "Settings"
|
||
msgstr "Asetukset"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:276
|
||
msgid ""
|
||
"To view and modify the *Email Marketing* settings, navigate to "
|
||
":menuselection:`Email Marketing app --> Configuration --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of the Configuration menu with Settings page in the Odoo Email "
|
||
"Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:283
|
||
msgid "On the :guilabel:`Settings` page, there are four features available."
|
||
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:289
|
||
msgid "The features are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:291
|
||
msgid ""
|
||
":guilabel:`Mailing Campaigns`: enables the option to manage mass mailing "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:292
|
||
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:294
|
||
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:297
|
||
msgid ""
|
||
":guilabel:`24H Stat Mailing Reports`: allows users to check how well "
|
||
"mailings have performed a day after it has been sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:303
|
||
msgid "Create an email"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:305
|
||
msgid ""
|
||
"To create an email, open the :menuselection:`Email Marketing` application, "
|
||
"and click the :guilabel:`New` button in the upper-left corner of the "
|
||
":guilabel:`Mailings` dashboard page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:308
|
||
msgid "Clicking :guilabel:`New` reveals a blank email 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:314
|
||
msgid ""
|
||
"On the email form, there are fields for the :ref:`Subject "
|
||
"<email_marketing/subject>` and :ref:`Recipients "
|
||
"<email_marketing/recipients>` of the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:317
|
||
msgid ""
|
||
"Beneath that, there are three tabs: :ref:`Mail Body "
|
||
"<email_marketing/mail_body>`, :ref:`A/B Tests <email_marketing/ab_tests>`, "
|
||
"and :ref:`Settings <email_marketing/settings_tab>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:323
|
||
msgid "Subject"
|
||
msgstr "Aihe"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:325
|
||
msgid ""
|
||
"First, enter a :guilabel:`Subject` to the email. The :guilabel:`Subject` is "
|
||
"visible in the recipients' inbox, allowing them to quickly see what the "
|
||
"message is about."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:329
|
||
msgid ""
|
||
"The :guilabel:`Subject` field is mandatory. An email can **not** be sent "
|
||
"without a :guilabel:`Subject`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:332
|
||
msgid ""
|
||
"The :guilabel:`(smiley face with a plus sign)` icon at the end of the "
|
||
":guilabel:`Subject` field represents emojis that can be added to the "
|
||
":guilabel:`Subject` field. Clicking that icon reveals a pop-up menu of "
|
||
"emojis that can be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:336
|
||
msgid ""
|
||
"Beside the :guilabel:`(smiley face with a plus sign)` icon at the end of the"
|
||
" :guilabel:`Subject` field is an empty :guilabel:`(star)` icon. When "
|
||
"clicked, the :guilabel:`(star)` icon turns gold, and the email is saved as a"
|
||
" template in the :guilabel:`Mail Body` tab, which can be used again in the "
|
||
"future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:344
|
||
msgid "Recipients"
|
||
msgstr "Vastaanottajat"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:346
|
||
msgid ""
|
||
"Beneath the :guilabel:`Subject` field on the email form is the "
|
||
":guilabel:`Recipients` field. In this field, select the recipients of the "
|
||
"email. By default, the :guilabel:`Mailing List` option is selected, but "
|
||
"clicking the field reveals a drop-down menu of other recipient options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:350
|
||
msgid ""
|
||
"With the default :guilabel:`Mailing List` option selected, a specific "
|
||
"mailing list **must** be chosen from the adjacent :guilabel:`Select mailing "
|
||
"lists` field drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:354
|
||
msgid ""
|
||
"More than one mailing list can be chosen from the :guilabel:`Select mailing "
|
||
"lists` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:356
|
||
msgid ""
|
||
"Odoo then sends the email to contacts on that specific mailing list(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:359
|
||
#: ../../content/applications/marketing/email_marketing.rst:825
|
||
msgid ":doc:`email_marketing/mailing_lists`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:361
|
||
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-1
|
||
msgid ""
|
||
"View of recipients drop-down menu in the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:368
|
||
msgid ""
|
||
"Those options (excluding the default :guilabel:`Mailing List`) provide the "
|
||
"option to create a more specified recipient filter, in an equation-like "
|
||
"format, which appears beneath the :guilabel:`Recipients` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:372
|
||
msgid ""
|
||
"The :guilabel:`Recipients` field options, other than the default "
|
||
":guilabel:`Mailing List` option, are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:375
|
||
msgid ""
|
||
":guilabel:`Contact`: ties specifically to the *Contacts* app, and includes "
|
||
"all the contacts entered in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:377
|
||
msgid ""
|
||
":guilabel:`Event Registration`: ties specifically to the *Events* app, and "
|
||
"provides opportunities to interact with event registrants, in order to "
|
||
"communicate important information about the event(s), or nurture other "
|
||
"valuable actions, such as post-event surveys, purchases, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:380
|
||
msgid ""
|
||
":guilabel:`Lead/Opportunity`: ties specifically to records in the *CRM* "
|
||
"application, which opens up a number of opportunities to influence sales or "
|
||
"purchase decisions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:382
|
||
msgid ""
|
||
":guilabel:`Mailing Contact`: ties specifically to the *Email Marketing* app,"
|
||
" and focuses on specific mailing contacts that have been entered in that "
|
||
"specific application, and are related to a specific mailing list. These "
|
||
"contacts are also unique because they do *not* have their own contact card "
|
||
"in the *Contacts* application. This list can be accessed by navigating to "
|
||
":menuselection:`Email Marketing app --> Mailing Lists --> Mailing List "
|
||
"Contacts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:387
|
||
msgid ""
|
||
":guilabel:`Sales Order`: ties specifically to the *Sales* app, and focuses "
|
||
"on a specific sales orders in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:391
|
||
msgid "Add recipient filter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:393
|
||
msgid ""
|
||
"To add a more specific recipient filter to any :guilabel:`Recipient` option,"
|
||
" select any recipient option (other than :guilabel:`Mailing List`), and "
|
||
"click the :guilabel:`Modify filter (right-facing arrow)` icon beneath the "
|
||
":guilabel:`Recipient` field to reveal three subsequent filter rule fields, "
|
||
"formatted like an equation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:398
|
||
msgid ""
|
||
"It is highly recommended that users implement detailed targeting criteria "
|
||
"for the :guilabel:`Recipients` field. Typically, a single line of targeting "
|
||
"logic is not sufficient enough for an email campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:402
|
||
msgid ""
|
||
"While the :guilabel:`Mailing List` option is adequate for the "
|
||
":guilabel:`Recipients` field, the :guilabel:`Lead/Opportunity` and "
|
||
":guilabel:`Event Registration` options provide far more detailed targeting "
|
||
"criteria, which can be added on top of those seed sources."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:407
|
||
msgid ""
|
||
"For example, with the :guilabel:`Lead/Opportunity` option chosen in the "
|
||
":guilabel:`Recipients` field, users can add various custom criteria related "
|
||
"to :guilabel:`Created on` dates, :guilabel:`Stages`, :guilabel:`Tags`, "
|
||
":guilabel:`Lost Reasons`, :guilabel:`Sales Teams`, :guilabel:`Active` "
|
||
"statuses, :guilabel:`Country`, and so much more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:0
|
||
#: ../../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:416
|
||
msgid ""
|
||
"To reveal the sub-menu options within the filter rule fields, click each "
|
||
"field, and make the desired selections, until the preferred configuration "
|
||
"has been achieved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:419
|
||
msgid ""
|
||
"The number of :guilabel:`records` in the database that match the configured "
|
||
"rule(s) are indicated beneath the configured filter rule(s), in green."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:427
|
||
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:430
|
||
msgid ""
|
||
"To the right of each rule, there are three additional options, represented "
|
||
"by :guilabel:`➕ (plus sign)`, :guilabel:`(sitemap)`, and :guilabel:`🗑️ "
|
||
"(trash)` icons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:433
|
||
msgid ""
|
||
"The :guilabel:`➕ (plus sign)` icon adds a new node (line) to the overall "
|
||
"targeting logic."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:434
|
||
msgid ""
|
||
"The :guilabel:`(sitemap)` icon adds a branch to the node. A branch contains "
|
||
"two additional, indented sub-nodes that are related to that specific rule, "
|
||
"providing even more specificity to the parent line above it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:437
|
||
msgid ""
|
||
"The :guilabel:`🗑️ (trash)` icon deletes a specific node (line) in the array "
|
||
"of logic."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:442
|
||
msgid "Mail Body tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:444
|
||
msgid ""
|
||
"In the :guilabel:`Mail Body` tab, there are a number of pre-configured "
|
||
"message templates to choose from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of the templates in the Mail Body tab in Odoo Email Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:451
|
||
msgid ""
|
||
"Select the desired template, and proceed to modify every element of its "
|
||
"design details with Odoo's drag-and-drop building blocks, which appear on "
|
||
"the right sidebar when a template is chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of the building blocks in the Mail Body tab in Odoo Email Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:458
|
||
msgid ""
|
||
"The features on the sidebar used to create and customize emails are "
|
||
"separated into three sections: :guilabel:`Blocks`, :guilabel:`Customize`, "
|
||
"and :guilabel:`Design`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:461
|
||
msgid ""
|
||
"Each building block provides unique features and professional design "
|
||
"elements. To use a building block, drag-and-drop the desired block element "
|
||
"onto the body of the email being built. Once dropped, various aspects of the"
|
||
" building block can be customized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:466
|
||
msgid ""
|
||
"To build an email from the ground up, without any building block elements, "
|
||
"select the :guilabel:`Plain Text` template. When selected, Odoo provides a "
|
||
"completely blank email canvas, which can be customized in a number of way "
|
||
"using the front-end rich text editor that accepts forward slash `/` "
|
||
"commands."
|
||
msgstr ""
|
||
"Jos haluat rakentaa sähköpostin alusta alkaen ilman "
|
||
"rakennuspalikkaelementtejä, valitse :guilabel:\"Plain Text\" -malli. Kun "
|
||
"valittuna, Odoo tarjoaa täysin tyhjän sähköpostipohjan, jota voidaan "
|
||
"mukauttaa useilla tavoilla käyttämällä käyttöliittymän rich text editoria, "
|
||
"joka hyväksyy vinoviivan `/`-komennot."
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:471
|
||
msgid ""
|
||
"When `/` is typed into the blank body of the email, while using a "
|
||
":guilabel:`Plain Text` template, a drop-down menu of various design elements"
|
||
" appears, which can be used to create the desired email design."
|
||
msgstr ""
|
||
"Kun `/` kirjoitetaan sähköpostin tyhjään runkoon, kun käytät "
|
||
":guilabel:`Plain Text` -mallia, näkyviin tulee erilaisten "
|
||
"suunnitteluelementtien pudotusvalikko, jota voidaan käyttää halutun "
|
||
"sähköpostimallin luomiseen."
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:0
|
||
msgid ""
|
||
"View of the rich text editor drop-down in the Odoo Email Marketing "
|
||
"application."
|
||
msgstr ""
|
||
"Näkymä Odoo Email Marketing -sovelluksen avattavasta Rich Text Editor "
|
||
"-valikosta."
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:482
|
||
msgid "A/B Tests tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:484
|
||
msgid ""
|
||
"Initially, when the :guilabel:`A/B Tests` tab is opened on an email form, "
|
||
"the only option available is :guilabel:`Allow A/B Testing`. This is **not** "
|
||
"a required option."
|
||
msgstr ""
|
||
"Aluksi, kun :guilabel:`A/B-testit`-välilehti avataan sähköpostilomakkeella, "
|
||
"ainoa käytettävissä oleva vaihtoehto on :guilabel:`Salli A/B-testit`. Tämä "
|
||
"**ei** ole pakollinen vaihtoehto."
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:487
|
||
msgid ""
|
||
"If this option is enabled, recipients are only mailed *once* for the "
|
||
"entirety of the campaign."
|
||
msgstr ""
|
||
"Jos tämä vaihtoehto on käytössä, vastaanottajille lähetetään postia vain "
|
||
"*kerran* koko kampanjan ajan."
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:489
|
||
msgid ""
|
||
"This allows the user to send different versions of the same mailing to "
|
||
"randomly selected recipients to gauge the effectiveness of various designs, "
|
||
"formats, layouts, content, and so on -- without any duplicate messages being"
|
||
" sent."
|
||
msgstr ""
|
||
"Näin käyttäjä voi lähettää saman postituksen eri versioita satunnaisesti "
|
||
"valituille vastaanottajille arvioidakseen eri mallien, formaattien, "
|
||
"ulkoasujen, sisällön ja niin edelleen tehokkuutta - ilman, että lähetetään "
|
||
"päällekkäisiä viestejä."
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:493
|
||
msgid ""
|
||
"When the checkbox beside :guilabel:`Allow A/B Testing` is ticked, an "
|
||
":guilabel:`on (%)` field appears, in which the user determines the "
|
||
"percentage of the pre-configured recipients that are going to be sent this "
|
||
"current version of the mailing as part of the test."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:498
|
||
msgid ""
|
||
"The default figure in the :guilabel:`on (%)` field is `10`, but that figure "
|
||
"can be changed at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:501
|
||
msgid "Beneath that, two additional fields appear:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:503
|
||
msgid ""
|
||
"The :guilabel:`Winner Selection` field provides a drop-down menu of options,"
|
||
" wherein the user decides what criteria should be used to determine the "
|
||
"\"winning\" version of the email tests that are sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:507
|
||
msgid "The options in the :guilabel:`Winner Selection` field are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:509
|
||
msgid ""
|
||
":guilabel:`Manual`: allows the user to determine the \"winning\" version of "
|
||
"the mailing. This option removes the :guilabel:`Send Final On` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:511
|
||
msgid ""
|
||
":guilabel:`Highest Open Rate` (default): the mailing with the highest open "
|
||
"rate is determined to be the \"winning\" version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:513
|
||
msgid ""
|
||
":guilabel:`Highest Click Rate`: the mailing with the highest click rate is "
|
||
"determined to be the \"winning\" version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:515
|
||
msgid ""
|
||
":guilabel:`Highest Reply Rate`: the mailing with the highest reply rate is "
|
||
"determined to be the \"winning\" version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:517
|
||
msgid ""
|
||
":guilabel:`Leads`: the mailing with the most leads generated is determined "
|
||
"to be the \"winning\" version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:519
|
||
msgid ""
|
||
":guilabel:`Quotations`: the mailing with the most quotations generated is "
|
||
"determined to be the \"winning\" version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:521
|
||
msgid ""
|
||
":guilabel:`Revenues`: the mailing with the most revenue generated is "
|
||
"determined to be the \"winning\" version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:524
|
||
msgid ""
|
||
"The :guilabel:`Send Final On` field allows users to choose a date that is "
|
||
"used to know *when* Odoo should determine the \"winning\" email, and "
|
||
"subsequently, send that version of the email to the remaining recipients."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the A/B Tests tab in Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:532
|
||
msgid ""
|
||
"To the right of those fields is a :guilabel:`Create an Alternative Version` "
|
||
"button. When clicked, Odoo presents a new :guilabel:`Mail Body` tab for the "
|
||
"user to create an alternate version of the email to test."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:539
|
||
msgid "Settings tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:541
|
||
msgid ""
|
||
"The options present in the :guilabel:`Settings` tab of the mail form are "
|
||
"divided into two sections: :guilabel:`Email Content` and "
|
||
":guilabel:`Tracking`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:545
|
||
msgid ""
|
||
"The options available in the :guilabel:`Settings` tab vary depending on if "
|
||
"the *Mailing Campaigns* feature is activated in :menuselection:`Email "
|
||
"Marketing --> Configuration --> Settings`. See "
|
||
":ref:`email_marketing/mailing-campaigns` for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:549
|
||
msgid ""
|
||
"Without the *Mailing Campaigns* feature activated, the :guilabel:`Settings` "
|
||
"tab on the email form only contains the :guilabel:`Preview Text`, "
|
||
":guilabel:`Send From`, :guilabel:`Reply To`, :guilabel:`Attachments`, and "
|
||
":guilabel:`Responsible` fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of settings tab in Odoo Email Marketing app, without campaign setting "
|
||
"activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:558
|
||
msgid "Email content"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:560
|
||
msgid ""
|
||
":guilabel:`Preview Text`: allows the user to enter a preview sentence to "
|
||
"encourage recipients to open the email. In most inboxes, this is displayed "
|
||
"next to the subject. If left empty, the first characters of the email "
|
||
"content appear, instead. The ability to add an emoji in this field is "
|
||
"available, as well, via the :guilabel:`(smiley face with a plus sign)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:564
|
||
msgid ""
|
||
":guilabel:`Send From`: designate an email alias that displays as the sender "
|
||
"of this particular email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:566
|
||
msgid ""
|
||
":guilabel:`Reply To`: designate an email alias to whom all the replies of "
|
||
"this particular email are sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:568
|
||
msgid ""
|
||
":guilabel:`Attach a file`: if any specific files are required (or helpful) "
|
||
"for this email, click the :guilabel:`Attachments` button, and upload the "
|
||
"desired file(s) to the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:572
|
||
msgid "Tracking"
|
||
msgstr "Seuranta"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:574
|
||
msgid ""
|
||
":guilabel:`Responsible`: designate a user in the database to be responsible "
|
||
"for this particular email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:578
|
||
msgid ""
|
||
"If the *Mailing Campaign* feature *is* activated, an additional "
|
||
":guilabel:`Campaign` field appears in the :guilabel:`Tracking` section of "
|
||
"the :guilabel:`Settings` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of settings tab in Odoo Email Marketing when campaign setting is "
|
||
"activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:585
|
||
msgid ""
|
||
"The additional :guilabel:`Campaign` field allows users to attach this "
|
||
"particular email to a mailing campaign, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:588
|
||
msgid ""
|
||
"If the desired campaign is not available in the initial drop-down menu, "
|
||
"select :guilabel:`Search More` to reveal a complete list of all mailing "
|
||
"campaigns in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:591
|
||
msgid ""
|
||
"Or, type the name of the desired mailing campaign in the "
|
||
":guilabel:`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:595
|
||
msgid "Send, schedule, test"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:597
|
||
msgid ""
|
||
"Once the mailing is finalized, the following options can be utilized, via "
|
||
"buttons located in the upper-left corner of the email form: :ref:`Send "
|
||
"<email_marketing/send>`, :ref:`Schedule <email_marketing/schedule>`, and "
|
||
":ref:`Test <email_marketing/test>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:604
|
||
msgid "Send"
|
||
msgstr "Lähetä"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:606
|
||
msgid ""
|
||
"The :guilabel:`Send` button reveals a :guilabel:`Ready to unleash emails?` "
|
||
"pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of pop-up window that appears when the send button on an email form is "
|
||
"clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:612
|
||
msgid ""
|
||
"When the :guilabel:`Send to all` button is clicked, Odoo sends the email to "
|
||
"the desired recipients. Once Odoo has sent the mailing, the status changes "
|
||
"to :guilabel:`Sent`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:618
|
||
msgid "Schedule"
|
||
msgstr "Aikatauluta"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:620
|
||
msgid ""
|
||
"The :guilabel:`Schedule` button reveals a :guilabel:`When do you want to "
|
||
"send your mailing?` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of pop-up window that appears when the schedule button on an email form"
|
||
" is clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:627
|
||
msgid ""
|
||
"In this pop-up window, click the :guilabel:`Send on` field to reveal a "
|
||
"calendar pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:633
|
||
msgid ""
|
||
"From the calendar pop-up window, select the future date and time for Odoo to"
|
||
" send this email. Then, click :guilabel:`✔️ Apply`. When a date and time are"
|
||
" chosen, click the :guilabel:`Schedule` button, and the status of the "
|
||
"mailing changes to :guilabel:`In Queue`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:640
|
||
msgid "Test"
|
||
msgstr "Testi"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:642
|
||
msgid ""
|
||
"The :guilabel:`Test` button reveals a :guilabel:`Test Mailing` pop-up "
|
||
"window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of pop-up window that appears when the test button on an email form is "
|
||
"clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:648
|
||
msgid ""
|
||
"From this pop-up window, enter the email addresses of the contacts to whom "
|
||
"Odoo should send this test email in the :guilabel:`Recipients` field. "
|
||
"Multiple contacts can be added in this field, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:652
|
||
msgid ""
|
||
"Once all the desired email addresses have been entered in the "
|
||
":guilabel:`Recipients` field, click the :guilabel:`Send Test` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:656
|
||
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 are **not** 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.rst:664
|
||
msgid "Mailing campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:666
|
||
msgid ""
|
||
"The *Email Marketing* application provides users with the ability to build "
|
||
"mailing campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:668
|
||
msgid ""
|
||
"In order to create and customize mailing campaigns, the *Mailing Campaigns* "
|
||
"feature **must** be activated in the *Settings* page of the *Email "
|
||
"Marketing* application. To do that, navigate to :menuselection:`Email "
|
||
"Marketing app --> Configuration --> Settings`, tick the box beside "
|
||
":guilabel:`Mailing Campaigns`, and click the :guilabel:`Save` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the campaign feature setting in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:677
|
||
msgid ""
|
||
"Once the :guilabel:`Mailing Campaigns` feature is activated, a new "
|
||
":guilabel:`Campaigns` menu option appears in the header."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:680
|
||
msgid ""
|
||
"When that is clicked, Odoo reveals a separate :guilabel:`Campaigns` page, "
|
||
"displaying all the mailing campaigns in the database, and the current stage "
|
||
"they are in, showcased in a default Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the campaign page in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:688
|
||
msgid ""
|
||
"This information can also be viewed in a list, by clicking the :guilabel:`☰ "
|
||
"(horizontal lines)` icon in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:691
|
||
msgid ""
|
||
"Clicking any campaign from the :guilabel:`Campaigns` page reveals that "
|
||
"campaign's form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:693
|
||
msgid ""
|
||
"There are two different ways to create and customize campaigns in the *Email"
|
||
" Marketing* application, either directly from the :ref:`Campaigns page "
|
||
"<email_marketing/campaign-page>` or through the :ref:`Settings tab "
|
||
"<email_marketing/campaign-settings>` on an email form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:700
|
||
msgid "Create mailing campaign (from campaigns page)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:702
|
||
msgid ""
|
||
"When the *Mailing Campaigns* feature is activated, a new *Campaigns* option "
|
||
"appears in the header of the *Email Marketing* application. Campaigns can be"
|
||
" created directly on the *Campaigns* page in the *Email Marketing* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:706
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Email Marketing app --> Campaigns "
|
||
"--> New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:711
|
||
msgid ""
|
||
"When the :guilabel:`New` button is clicked in the default Kanban view on the"
|
||
" :guilabel:`Campaigns` page, a Kanban card appears in the :guilabel:`New` "
|
||
"stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the campaign pop-up kanban in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:718
|
||
msgid ""
|
||
"New campaign cards can also be made by clicking the :guilabel:`➕ (plus "
|
||
"sign)` at the top of any Kanban stage on the :guilabel:`Campaigns` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:721
|
||
msgid ""
|
||
"When the new campaign Kanban card appears, the options to enter a "
|
||
":guilabel:`Campaign Name`, a :guilabel:`Responsible`, and :guilabel:`Tags` "
|
||
"become readily available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:724
|
||
msgid ""
|
||
"To add the campaign to the Kanban stage, click the :guilabel:`Add` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:726
|
||
msgid "To delete the campaign, click the :guilabel:`🗑️ (trash can)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:728
|
||
msgid ""
|
||
"To further customize the campaign, click the :guilabel:`Edit` button, which "
|
||
"reveals the campaign form for additional modifications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:732
|
||
msgid ""
|
||
"A :guilabel:`Campaign Name` **must** be entered in the Kanban card, in order"
|
||
" for the :guilabel:`Edit` button to reveal the campaign form for further "
|
||
"modifications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:738
|
||
msgid ""
|
||
"To enter the list view on the :guilabel:`Campaigns` page, click the "
|
||
":guilabel:`☰ (horizontal lines)` icon in the upper-right corner. Doing so "
|
||
"reveals all campaign information in a list format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the campaign page in list view in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:745
|
||
msgid ""
|
||
"To create a campaign from the :guilabel:`Campaigns` page while in list view,"
|
||
" click the :guilabel:`New` button. Doing so reveals a blank campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the blank campaign form in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:752
|
||
msgid ""
|
||
"From this campaign form, a :guilabel:`Campaign Name`, a "
|
||
":guilabel:`Responsible`, and :guilabel:`Tags` can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:755
|
||
msgid ""
|
||
"At the top of the form, various metric-related smart buttons can be seen "
|
||
"that showcase specific analytics related to the campaign. Those smart "
|
||
"buttons are: :guilabel:`Revenues`, :guilabel:`Quotations`, "
|
||
":guilabel:`Opportunities`, and :guilabel:`Clicks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:760
|
||
msgid ""
|
||
"Once a :guilabel:`Campaign Name` is entered and saved, additional buttons "
|
||
"appear at the top of the campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:763
|
||
msgid ""
|
||
"Those additional buttons are: :guilabel:`Send Mailing` and :guilabel:`Send "
|
||
"SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:766
|
||
msgid "Campaign form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:768
|
||
msgid ""
|
||
"On the campaign form (after clicking :guilabel:`Edit` from the Kanban card, "
|
||
"or selecting an existing campaign from the :guilabel:`Campaigns` page) there"
|
||
" are additional options and metrics available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the campaign form in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:775
|
||
msgid ""
|
||
"At the top of the form, various smart buttons can be seen that showcase "
|
||
"specific analytics related to the campaign. Those smart buttons are: "
|
||
":guilabel:`Revenues`, :guilabel:`Quotations`, :guilabel:`Opportunities`, and"
|
||
" :guilabel:`Clicks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:779
|
||
msgid ""
|
||
"There are also buttons to :guilabel:`Send Mailing`, :guilabel:`Send SMS`, "
|
||
":guilabel:`Add Post`, and :guilabel:`Add Push` (push notification)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:783
|
||
msgid ""
|
||
"If the :guilabel:`Send Mailing` and :guilabel:`Send SMS` buttons are not "
|
||
"readily available, enter a :guilabel:`Campaign Name`, then save (either "
|
||
"manually or automatically). Doing so reveals those buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:787
|
||
msgid ""
|
||
"The status of the campaign can be viewed in the upper-right corner of the "
|
||
"campaign form, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:792
|
||
msgid "Create mailing campaign (from settings tab)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:794
|
||
msgid ""
|
||
"To create a new campaign from the :guilabel:`Settings` tab of a mailing "
|
||
"form, click the :guilabel:`Campaign` field, and start typing the name of the"
|
||
" new campaign. Then, select either :guilabel:`Create \"[Campaign Name]\"` or"
|
||
" :guilabel:`Create and edit...` from the drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of the mailing campaign creation in the Settings tab of an email form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:803
|
||
msgid ""
|
||
"Select :guilabel:`Create` to add this new mailing campaign to the database, "
|
||
"and modify its settings in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:806
|
||
msgid ""
|
||
"Select :guilabel:`Create and Edit...` to add this new mailing campaign to "
|
||
"the database, and reveal a :guilabel:`Create Campaign` 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:813
|
||
msgid ""
|
||
"Here, the new mailing campaign can be further customized. Users can adjust "
|
||
"the :guilabel:`Campaign Name`, assign a :guilabel:`Responsible`, and add "
|
||
":guilabel:`Tags`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:816
|
||
msgid ""
|
||
"Buttons to :guilabel:`Add Post` or :guilabel:`Send Push` (push "
|
||
"notifications) are also available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:818
|
||
msgid ""
|
||
"There is also a status located in the upper-right corner of the "
|
||
":guilabel:`Create Campaign` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:821
|
||
msgid ""
|
||
"When all modifications are ready to be finalized, click :guilabel:`Save & "
|
||
"Close`. To delete the entire campaign, click :guilabel:`Discard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:826
|
||
msgid ":doc:`email_marketing/unsubscriptions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:827
|
||
msgid ":doc:`email_marketing/lost_leads_email`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:828
|
||
msgid ":doc:`email_marketing/analyze_metrics`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:3
|
||
msgid "Analyze metrics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:7
|
||
msgid ""
|
||
"In order 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 "
|
||
"<email-marketing/view-metrics>`, that can be interpreted through "
|
||
":ref:`reports <email_marketing/create_reports>` to improve future campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:16
|
||
msgid "View metrics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:18
|
||
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:21
|
||
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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:25
|
||
msgid ""
|
||
"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:32
|
||
msgid "Opened rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:34
|
||
msgid ""
|
||
"The percentage of emails opened by recipients, against the total number of "
|
||
"sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:36
|
||
msgid ""
|
||
"In cases where a reply is expected, such as cold outreach emails, 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:39
|
||
msgid ""
|
||
"In cases where a reply is not expected, such as promotional emails, it may "
|
||
"indicate an issue with the email, such as incorrect product links or coupon "
|
||
"codes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:42
|
||
msgid ""
|
||
"In cases where a reply is expected, a low open rate may indicate the subject"
|
||
" line failed to capture the recipients' interest or the message ended up in "
|
||
"a spam or junk folder. It could also indicate the email ended up in a spam "
|
||
"or junk folder."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:47
|
||
msgid ""
|
||
"Emails that consistently land in recipient spam folders could be due to "
|
||
"having a poor sender reputation (i.e. high unsubscribe rate, high percentage"
|
||
" of past emails marked as spam, etc.), or failing to :doc:`configure the "
|
||
"proper DNS records <../../general/email_communication/email_domain>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:53
|
||
msgid "Replied rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:55
|
||
msgid ""
|
||
"The percentage of recipients who responded to the email, against the total "
|
||
"number of sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:57
|
||
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:60
|
||
msgid ""
|
||
"A low replied rate may suggest the message lacked relevance or did not "
|
||
"contain a clear call-to-action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:64
|
||
msgid "Clicked rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:66
|
||
msgid ""
|
||
"This represents the *Clicked 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:70
|
||
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:73
|
||
msgid ""
|
||
"A low |CTR| may indicate issues with either the targeting, or the content "
|
||
"itself. Recipients may have been unmotivated by the calls-to-action, if "
|
||
"there were any, or the message itself may have been directed toward the "
|
||
"wrong audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:78
|
||
msgid "Received rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:80
|
||
msgid ""
|
||
"This rate measures the percentage of emails that were **successfully** "
|
||
"delivered, against the total number of sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:83
|
||
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:86
|
||
msgid ""
|
||
"A low received rate may indicate issues, either with 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:91
|
||
msgid "Bounced rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:93
|
||
msgid ""
|
||
"This rate measures the percentage of emails that were **unsuccessfully** "
|
||
"delivered, and did not enter a recipient's inbox, against the total number "
|
||
"of sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:96
|
||
msgid ""
|
||
"A high bounce rate could indicate issues, either with the mailing list used "
|
||
"for the mailing, or with the sender authentication."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:99
|
||
msgid ""
|
||
"A low bounce rate may indicate that 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 ""
|
||
"Click on the respective smart buttons to see all the corresponding recipient"
|
||
" records that are attributed to each metric. When these filtered records are"
|
||
" in view, multiple types of reports can be run for further analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:111
|
||
msgid "Create metrics reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:113
|
||
msgid ""
|
||
"Individual metrics can be analyzed by creating a report. To begin, click on "
|
||
"the smart button of the desired metric."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:116
|
||
msgid ""
|
||
"Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` to the right "
|
||
"of the search bar to see a drop-down menu of filtering and grouping "
|
||
"parameters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:119
|
||
msgid ""
|
||
":guilabel:`Filters`, located in the left column of the search options, can "
|
||
"be used to keep only the results that fit the filter. For example, selecting"
|
||
" the *Bounced* filter only shows emails that could not be delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:123
|
||
msgid ""
|
||
":guilabel:`Group By`, found in the middle column, is used to organize the "
|
||
"results into groups, and can be used with or without filters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:127
|
||
msgid ""
|
||
"Setting multiple :guilabel:`Group By` options creates nested groups, "
|
||
"according to which option is selected first. For example, selecting "
|
||
":guilabel:`Sent Period`, followed by :guilabel:`Add Custom Group --> "
|
||
"Responsible`, in the :guilabel:`Group By` column, sorts all results *first* "
|
||
"by the sent period, *then* by the team member responsible. This is a useful "
|
||
"metric for analyzing who on the team is sending in volume or quantity over a"
|
||
" set time period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:133
|
||
msgid ""
|
||
"This can be verified by looking at the direction, and order, of the "
|
||
"selections in the group tile that appears in the search bar after the "
|
||
"selections are made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:137
|
||
msgid ""
|
||
"A monthly newsletter has been sent out, and 6.9% of the sent emails were "
|
||
"bounced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0
|
||
msgid "The metrics smart buttons of the newsletter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:143
|
||
msgid ""
|
||
"To see what these bounced recipients have in common, the records are grouped"
|
||
" using a custom group targeting :guilabel:`Mailing Lists`, which groups all "
|
||
"records by the mailing lists they are on. The records are then filtered "
|
||
"using a custom filter with the rule `Created on >= 07/01/2024 00:00:00`, to "
|
||
"filter by when the mailing list was last checked. This filter only includes "
|
||
"recipients that have been created on, or after, July 1st, 2024, in the "
|
||
"report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0
|
||
msgid "The custom filter creation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:153
|
||
msgid ""
|
||
"Using these configurations, it is evident that all the recipients with "
|
||
"bounced emails were added after the list was last checked. Looking closer at"
|
||
" the domains, it is evident that each recipient has a malformed email domain"
|
||
" (i.e: @yaoo.com instead of @yahoo.com), likely due to a manual entry error "
|
||
"while updating the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0
|
||
msgid "A list of bounced email addresses with malformed email domains."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:163
|
||
msgid ""
|
||
"View :doc:`../../essentials/search` for more information about making custom"
|
||
" groups and filters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:169
|
||
msgid "Mass mailing analysis"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:171
|
||
msgid ""
|
||
"It is also possible to analyze the success between mailing campaigns by "
|
||
"creating a *Mass Mailing Analysis* report. To begin, navigate to "
|
||
":menuselection:`Email Marketing app --> Reporting --> Mass Mailing "
|
||
"Analysis`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:175
|
||
msgid ""
|
||
"A dashboard appears displaying a bar chart containing each mailing campaign."
|
||
" By default, :guilabel:`Sent` is selected, displaying the number of sent "
|
||
"records on the y-axis. To change the measure, click the :guilabel:`Measures`"
|
||
" button, and select the desired measure from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:181
|
||
msgid ""
|
||
"The following chart displays the number of opened emails from two different "
|
||
"mass mailings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:183
|
||
msgid ""
|
||
"In this view, it can be seen that the first mass mailing led to a higher "
|
||
"opened rate than the second. Because a lower opened rate can sometimes be "
|
||
"attributed to a subject line that failed to capture readers' attention, the "
|
||
"subject line of each mass mailing can be a good place to begin looking."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0
|
||
msgid ""
|
||
"A bar chart displaying the different opened rate between two mass mailing "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:192
|
||
msgid ""
|
||
"Comparing the two subject lines, it is clear the newsletter's subject line "
|
||
"was less engaging, which may have led to the lower opened rate, when "
|
||
"compared to the other mass mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0
|
||
msgid "alt text"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:200
|
||
msgid "Deliverability issues"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:202
|
||
msgid ""
|
||
"The following define possible reasons for a high bounce rate or low received"
|
||
" rate:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:204
|
||
msgid ""
|
||
"Using a mailing list that contains outdated contact information, or "
|
||
"malformed email addresses are likely to result in a high bounce rate and/or "
|
||
"a low received rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:206
|
||
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 "
|
||
":ref:`DMARC authentication <email-domain-dmarc>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:209
|
||
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:213
|
||
msgid ":ref:`Mailing campaigns <email_marketing/mailing-campaigns>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:214
|
||
msgid ":doc:`Manage unsubscriptions <unsubscriptions>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:3
|
||
msgid "Lost leads reactivation email"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:5
|
||
msgid ""
|
||
"In Odoo, lost leads are removed from the active *CRM* pipeline, but can "
|
||
"still be targeted with the *Email Marketing* application for strategic "
|
||
"campaign purposes, such as lost leads reactivation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:8
|
||
msgid ""
|
||
"A lost leads reactivation email looks at the leads that were lost during a "
|
||
"specific period of time, and uses custom filters and lost reasons to exclude"
|
||
" undesirable leads from the mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:11
|
||
msgid ""
|
||
"Once a lost leads reactivation email is complete, it can be sent as is, "
|
||
"modified and sent to different groups for A/B testing, or saved as a "
|
||
"template for later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:15
|
||
msgid ""
|
||
"A warehouse has leftover merchandise from a limited run of items from last "
|
||
"year. To help clear out the excess inventory, the warehouse manager creates "
|
||
"a lost leads email to reach out to old opportunities that were lost, and "
|
||
"inform them that the limited merchandise is back in stock."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:19
|
||
msgid ""
|
||
"The warehouse manager uses the following filters for a lost leads email:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:21
|
||
msgid ":guilabel:`Blacklist` *is* `not set`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:22
|
||
msgid ":guilabel:`Created on` *>=* `01/01/2024 00:00:01`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:23
|
||
msgid ":guilabel:`Stage` *is not in* `New`, `Qualified`, or `Won`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:24
|
||
msgid ":guilabel:`Lost Reason` *is in* `Not enough stock`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:25
|
||
msgid "and either :guilabel:`Active` *is* `set` or `not set`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0
|
||
msgid ""
|
||
"A lost leads reactivation filter list excluding lost reasons like Too "
|
||
"Expensive."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:32
|
||
msgid ""
|
||
"As filters are added and removed, pay attention to the :guilabel:`# "
|
||
"record(s)` value below the filtering section. This value indicates the total"
|
||
" number of records that match the current criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:36
|
||
msgid ""
|
||
"To view a list of all matching records, click the :guilabel:`# record(s)` "
|
||
"text."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0
|
||
msgid "The # record(s) text is located below the list of Recipient filters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:43
|
||
msgid "Minimum requirements"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:45
|
||
msgid ""
|
||
"In order to create and deliver a lost leads reactivation email campaign, the"
|
||
" *CRM* and *Email Marketing* applications **must** be :ref:`installed "
|
||
"<general/install>` and configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:48
|
||
msgid ""
|
||
"Here are the minimum necessary filters that pertain to a lost leads "
|
||
"reactivation mailing campaign:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:50
|
||
msgid ""
|
||
"The :ref:`Recipients <email_marketing/recipients_field>` field **must** be "
|
||
"set to the *Lead/Opportunity* model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:52
|
||
msgid ""
|
||
"A :ref:`Blacklist <email_marketing/blacklist_filter>` filter to exclude "
|
||
"unsubscribed recipients."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:53
|
||
msgid ""
|
||
"A :ref:`Created on <email_marketing/created_on_filter>` to target leads that"
|
||
" were lost during a specific period of time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:55
|
||
msgid ""
|
||
":ref:`Stage <email_marketing/stage_filter>` filter(s) to exclude leads that "
|
||
"were already won, or are still active in new stages of the sales pipeline "
|
||
"(i.e. *New*, *Qualified*, etc.). These values will be different per "
|
||
"organization; however, it's minimally viable to exclude all the leads in the"
|
||
" *Won* stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:59
|
||
msgid ""
|
||
"One or more :ref:`Lost Reason <email_marketing/lost_reason_filter>` filters "
|
||
"to exclude undesired leads, such as duplicate, spam, or irrelevant records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:61
|
||
msgid ""
|
||
"A pair of :ref:`Active <email_marketing/active_filter>` filters to target "
|
||
"*both* active and inactive leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:65
|
||
msgid "Add the necessary filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:67
|
||
msgid ""
|
||
"First, navigate to the :menuselection:`Email Marketing` app, and on the "
|
||
":guilabel:`Mailings` page, click the :guilabel:`New` button in the top-left "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:72
|
||
msgid ""
|
||
"On the new :guilabel:`Mailings` form, enter an appropriate "
|
||
":guilabel:`Subject` line for the email in the corresponding field. Then, in "
|
||
"the :guilabel:`Recipients` field, choose the :guilabel:`Lead/Opportunity` "
|
||
"model from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:78
|
||
msgid ""
|
||
"In the rules section, located beneath the :guilabel:`Recipients` field, "
|
||
"click the modify filter (:guilabel:`▶ (triangle pointing right)`) icon to "
|
||
"expand the filter rules. Leave the default :guilabel:`Blacklist` rule in "
|
||
"place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:85
|
||
msgid "Created on"
|
||
msgstr "Luotu"
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:87
|
||
msgid ""
|
||
"Begin by clicking :guilabel:`New Rule` beneath the default "
|
||
":guilabel:`Blacklist` rule. Then, click the first field of the new rule that"
|
||
" appears, and select the :guilabel:`Created on` parameter from the drop-down"
|
||
" menu. With that in place, a specific time period during which the targeted "
|
||
"leads were lost can be designated (e.g. 30 days prior, 90 days prior, "
|
||
"previous year, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:92
|
||
msgid ""
|
||
"Then, in the second field, select :guilabel:`<= (less than or equal to)`, "
|
||
":guilabel:`>= (greater than or equal to)`, or :guilabel:`is between` as a "
|
||
"date operator, in order to frame the time selection chosen in the third "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:96
|
||
msgid ""
|
||
"In the third field, use the calendar popover window to select dates, and "
|
||
"click :guilabel:`Apply` to lock in the time range."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst-1
|
||
msgid ""
|
||
"A custom filter rule setting the time period to be anything before today's "
|
||
"date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:104
|
||
msgid ""
|
||
"When there is more than one rule applied, make sure the statement at the top"
|
||
" of the :guilabel:`Recipients` filter list reads: :guilabel:`Match all of "
|
||
"the following rules`. If it does not, click on the statement, and select "
|
||
":guilabel:`all` from the drop-down menu (as opposed to :guilabel:`any`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0
|
||
msgid ""
|
||
"The statement at the top of the filters list, with the drop-down menu open."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:116
|
||
msgid "Stage"
|
||
msgstr "Vaihe"
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:118
|
||
msgid ""
|
||
"Now, add the :guilabel:`Stage` filter to exclude leads that are in the "
|
||
"*New*, *Qualified*, and *Won* stages of the sales pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:122
|
||
msgid ""
|
||
"This step assumes that the *New*, *Qualified*, and *Won* stages exist in the"
|
||
" CRM pipeline; however, stage names may differ from business to business. "
|
||
"Refer to the database's actual stage names in the *CRM* app's pipeline to "
|
||
"complete this step, accordingly."
|
||
msgstr ""
|
||
"Tässä vaiheessa oletetaan, että *New*-, *Qualified*- ja *Won*-vaiheet ovat "
|
||
"CRM-liukuhihnassa; taiteilijanimet voivat kuitenkin vaihdella "
|
||
"yrityskohtaisesti. Katso tietokannan todelliset näyttämönimet "
|
||
"*CRM*-sovelluksen prosessissa suorittaaksesi tämän vaiheen vastaavasti"
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:126
|
||
msgid ""
|
||
"Begin again by clicking :guilabel:`New Rule` and select :guilabel:`Stage` "
|
||
"from the first field's drop-down menu. In the second field, select the "
|
||
":guilabel:`is not in` operator, and in the third field, select the "
|
||
":guilabel:`New`, :guilabel:`Qualified` and :guilabel:`Won` stages to define "
|
||
"the rule's parameters."
|
||
msgstr ""
|
||
"Aloita uudelleen napsauttamalla :guilabel:`Uusi sääntö` ja valitse "
|
||
":guilabel:`Vaihe` ensimmäisen kentän avattavasta valikosta. Valitse toisessa"
|
||
" kentässä operaattori :guilabel:`is not in` ja kolmannesta kentästä "
|
||
":guilabel:`New`, :guilabel:`Qualified` ja :guilabel:`Voitti`-vaiheet "
|
||
"määrittääksesi säännön. parametrit."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:131
|
||
msgid ""
|
||
"When the rule is added in this way, the logic in the third field renders as "
|
||
":code:`OR` (`|`) statements."
|
||
msgstr ""
|
||
"Kun sääntö lisätään tällä tavalla, kolmannen kentän logiikka esitetään "
|
||
":code:`OR` (`|`) -lausekkeina."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst-1
|
||
msgid ""
|
||
"Include multiple Stages in the filtering rule, using the \"is in\" operator."
|
||
msgstr ""
|
||
"Sisällytä useita vaiheita suodatussääntöön ”is in” operaattorin avulla."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:139
|
||
msgid ""
|
||
"Another way to add *Stage* rules, is to do so on a one-rule-per-row basis "
|
||
"using the :guilabel:`contains` or :guilabel:`does not contain` operators, "
|
||
"and manually typing out the defining characters in each stage name. This "
|
||
"method, however, only allows for one selection at a time, which can be "
|
||
"useful for quickly turning on/off filters in the :guilabel:`Search...` bar."
|
||
msgstr ""
|
||
"Toinen tapa lisätä Stage sääntöjä on tehdä se yksi sääntö per rivi "
|
||
"-periaatteella käyttäen :guilabel:contains tai :guilabel:does not contain "
|
||
"operaattoreita ja kirjoittamalla määrittävät merkit jokaisen stage-nimen "
|
||
"kohdalle käsin. Tämä menetelmä kuitenkin sallii vain yhden valinnan "
|
||
"kerrallaan, mikä voi olla hyödyllistä suodattimien nopeassa päälle/pois "
|
||
"kytkemisessä :guilabel:Search... palkissa."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0
|
||
msgid ""
|
||
"Three filter rules requiring that the Stage does not contain New, Qualified,"
|
||
" or Won."
|
||
msgstr ""
|
||
"Kolme suodatussääntöä, jotka edellyttävät, että Vaihe ei sisällä Uusia, "
|
||
"Hyväksytty- tai Voitettuja."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:151
|
||
msgid "Lost Reason"
|
||
msgstr "Häviämisen syy"
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:153
|
||
msgid ""
|
||
"Next, add one or more :guilabel:`Lost Reason` rules to exclude leads that "
|
||
"should **not** be targeted for specific :doc:`lost reasons "
|
||
"<../../sales/crm/pipeline/lost_opportunities>`."
|
||
msgstr ""
|
||
"Lisää seuraavaksi yksi tai useampi :guilabel:\"Lost Reason\" -sääntö "
|
||
"sulkeaksesi pois liidejä, joita **ei** pitäisi kohdistaa tiettyihin "
|
||
":doc:`lost reasons <../../sales/crm/pipeline/lost_opportunities>`."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:156
|
||
msgid ""
|
||
"To do that, create another :guilabel:`New Rule`, once again. Then, in the "
|
||
"rule's first field, select :guilabel:`Lost Reason` from the drop-down menu. "
|
||
"For the operator, choose either :guilabel:`is not in` or :guilabel:`does not"
|
||
" contain` from the drop-down menu. With either selection, use the third "
|
||
"field to enter a lost reason (or multiple lost reasons, depending on your "
|
||
"operator choice) to include in the rule."
|
||
msgstr ""
|
||
"Tätä varten luo jälleen uusi :guilabel:`New Rule`. Valitse sitten säännön "
|
||
"ensimmäiseen kenttään :guilabel:`Lost Reason` pudotusvalikosta. Valitse "
|
||
"operaattoriksi joko :guilabel:`is not in` tai :guilabel:`does not contain` "
|
||
"pudotusvalikosta. Jos valitset kumman tahansa, kirjoita kolmanteen kenttään "
|
||
"sääntöön sisällytettävä kadonneen syy (tai useita kadonneen syitä "
|
||
"operaattorin valinnasta riippuen)."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:162
|
||
msgid ""
|
||
"If choosing the :guilabel:`does not contain` operator, then repeat the "
|
||
"preceding steps to add more lost reasons, as needed, where each lost reason "
|
||
"occupies one rule row at a time."
|
||
msgstr ""
|
||
"Jos valitset :guilabel:`does not contain`-operaattorin, toista edelliset "
|
||
"vaiheet lisätäksesi lisää kadonneita syitä tarpeen mukaan, jolloin jokainen "
|
||
"kadonnut syy vie yhden sääntörivin kerrallaan."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:165
|
||
msgid ""
|
||
"For more information, refer to the section below outlining how to "
|
||
":ref:`select appropriate lost reasons "
|
||
"<email_marketing/select_lost_reasons>`."
|
||
msgstr ""
|
||
"Lisätietoja saat alla olevasta osiosta, jossa kerrotaan, miten "
|
||
":ref:`valitaan sopivat kadonneet syyt "
|
||
"<email_marketing/select_lost_reasons>`."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst-1
|
||
msgid ""
|
||
"A list of filter rules that exclude all lost reasons other than the desired "
|
||
"reason."
|
||
msgstr ""
|
||
"Luettelo suodatinsäännöistä, jotka sulkevat pois kaikki muut menetetyt syyt "
|
||
"kuin haluttu syy."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:175
|
||
msgid "Active"
|
||
msgstr "Aktiivinen"
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:177
|
||
msgid ""
|
||
"Finally, add a pair of :guilabel:`Active` filters to include both active and"
|
||
" inactive leads for the campaign."
|
||
msgstr ""
|
||
"Lisää lopuksi pari :guilabel:`Active`-suodatinta, jotta kampanjaan voidaan "
|
||
"sisällyttää sekä aktiiviset että inaktiiviset liidit."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:181
|
||
msgid ""
|
||
"Adding both active *and* inactive lead records is necessary to capture the "
|
||
"full scope of lost leads in the database. Doing one without the other "
|
||
"greatly impacts the number of targetable records for the email campaign, and"
|
||
" does **not** include a complete or accurate lost leads audience."
|
||
msgstr ""
|
||
"Sekä aktiivisten * että* ei-aktiivisten liiditietueiden lisääminen on "
|
||
"välttämätöntä, jotta tietokantaan voidaan tallentaa kaikki kadonneet liidit."
|
||
" Toisen tekeminen ilman toista vaikuttaa suuresti sähköpostikampanjan "
|
||
"kohdistettavien tietueiden määrään, eikä se **ei** sisällä täydellistä tai "
|
||
"tarkkaa menetettyjen liidien yleisöä."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:186
|
||
msgid ""
|
||
"First, click the :guilabel:`(Add Branch)` icon on the most recently created "
|
||
"rule (e.g. :guilabel:`Lost Reason`), which is the middle of three icons "
|
||
"located to the right of the rule row. Doing so adds a pair of :guilabel:`any"
|
||
" of` rules. Then, in the top rule's first field of the newly-created branch,"
|
||
" select the :guilabel:`Active` parameter from the drop-down menu. The rule "
|
||
"then automatically fills out to read: :guilabel:`Active` *is* `set`."
|
||
msgstr ""
|
||
"Napsauta ensin :guilabel:`(Add Branch)` -kuvaketta viimeksi luodussa "
|
||
"säännössä (esim. :guilabel:`Lost Reason`), joka on sääntörivin oikealla "
|
||
"puolella olevien kolmen kuvakkeen keskellä. Tämä lisää parin "
|
||
":guilabel:\"joka tahansa\" sääntöä. Valitse sitten juuri luodun haaran "
|
||
"ylimmän säännön ensimmäisessä kentässä avattavasta valikosta parametri "
|
||
":guilabel:`Active. Sääntö täyttyy sitten automaattisesti lukemaan: "
|
||
":guilabel:`Active` *is* `set`."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:192
|
||
msgid ""
|
||
"For the first field of the bottom rule of the branch, select "
|
||
":guilabel:`Active` from the drop-down menu again. However, this time, select"
|
||
" :guilabel:`is not` from the operator drop-down menu in the second field. "
|
||
"The rule should then read: :guilabel:`Active` *is not* `set`."
|
||
msgstr ""
|
||
"Valitse haaran alimman säännön ensimmäiseksi kenttään avattavasta valikosta "
|
||
"uudelleen :guilabel:`Active`. Tällä kertaa valitse kuitenkin toisen kentän "
|
||
"avattavasta operaattorivalikosta :guilabel:`is not`. Säännön pitäisi sitten "
|
||
"olla seuraava: :guilabel:`Active` *is not* `set`."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst-1
|
||
msgid ""
|
||
"A pair of Match Any Of filter rules that include both active and inactive "
|
||
"leads."
|
||
msgstr ""
|
||
"Pari Match Any Of -suodatussääntöä, jotka sisältävät sekä aktiiviset että "
|
||
"inaktiiviset liidit."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:201
|
||
msgid "Add body content"
|
||
msgstr "Lisää vartalosisältöä"
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:203
|
||
msgid ""
|
||
"Now, with the domain section of the email campaign complete, create the body"
|
||
" content of the email using any of the premade stylized templates, or choose"
|
||
" between the :guilabel:`Plain Text` or :guilabel:`Start From Scratch` "
|
||
"options for more granular control. For more information, refer to the *Email"
|
||
" Marketing* :ref:`documentation on how to create an email "
|
||
"<email_marketing/create_email>`."
|
||
msgstr ""
|
||
"Nyt kanssa sähköpostikampanjan verkkotunnusosio on valmis, luo sähköpostin "
|
||
"runkosisältö millä tahansa valmiiksi tehty tyylitellyistä malleista tai "
|
||
"valitse :guilabel:`Pelateksti` tai :guilabel:`Aloita tyhjästä` "
|
||
"-vaihtoehdoista saadaksesi lisää. rakeinen ohjaus. Katso lisätietoja "
|
||
"*Sähköpostimarkkinointi* :ref:`dokumentaatiosta sähköpostin luomiseen "
|
||
"<email_marketing/create_email>`."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:209
|
||
msgid ""
|
||
"To save the set of filters for later use, click :guilabel:`Save as Favorite "
|
||
"Filter 💾 (floppy disk)`, enter a name (such as `Lost Leads`), and click "
|
||
":guilabel:`Add`."
|
||
msgstr ""
|
||
"Tallenna suodatinsarja myöhempää käyttöä varten napsauttamalla "
|
||
":guilabel:`Tallenna suosikkisuodattimeksi 💾 (levyke)`, kirjoita nimi (kuten "
|
||
"`Lost Leads`) ja napsauta :guilabel:`Lisää`."
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0
|
||
msgid ""
|
||
"The Save as Favorite Filter pop-up can save the lost leads criteria for "
|
||
"later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:217
|
||
msgid "Send or schedule"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:219
|
||
msgid "Once all the components of the email campaign are complete, either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:221
|
||
msgid ""
|
||
"click the purple :guilabel:`Send` button at the top-left of the form to "
|
||
"immediately send the email; or"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:223
|
||
msgid ""
|
||
"click the gray :guilabel:`Schedule` button, located to the right of the "
|
||
":guilabel:`Send` button, to send the email at a future date and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:227
|
||
msgid ""
|
||
"Consider using *A/B Testing* to send an alternate version of the email to a "
|
||
"percentage of the target leads. This can help determine what subject lines "
|
||
"and body content produce the best click-through rates, before sending a "
|
||
"final version to the remaining leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:231
|
||
msgid ""
|
||
"To do so, open the :guilabel:`A/B Tests` tab on the mailing form and check "
|
||
"the box next to :guilabel:`Allow A/B Testing`. Then, adjust the parameters "
|
||
"as needed, and click :guilabel:`Create an Alternative Version`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0
|
||
msgid ""
|
||
"The A/B Tests tab with the Allow A/B Testing box checked to create an "
|
||
"alternate version."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:242
|
||
msgid "Select appropriate lost reasons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:244
|
||
msgid ""
|
||
"When a lead is marked as lost, Odoo recommends selecting a *Lost Reason* to "
|
||
"indicate why the opportunity did not result in a sale. Doing so keeps the "
|
||
"pipeline organized and reporting data accurate, and generates potential to "
|
||
"follow up with the lead in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:248
|
||
msgid ""
|
||
"If an existing *Lost Reason* is not applicable, users with the necessary "
|
||
"permissions can create new ones, which means the lost reasons in a database "
|
||
"can vary from organization to organization, and from pipeline to pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:252
|
||
msgid ""
|
||
"For more information on *Lost Reasons*, including the creation of them, "
|
||
"refer to :doc:`../../sales/crm/pipeline/lost_opportunities`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:255
|
||
msgid "By default, Odoo includes a few common *Lost Reasons*, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:257
|
||
msgid "*Too expensive*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:258
|
||
msgid "*We don't have people/skills*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:259
|
||
msgid "*Not enough stock*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:261
|
||
msgid ""
|
||
"When determining which reasons to include in a lost leads reactivation "
|
||
"email, consider what the email is advertising, in order pinpoint one or more"
|
||
" relevant lost reasons. Then, add a rule stating, :guilabel:`Lost Reason` "
|
||
"*does not contain* `_____` for every reason in the database, **except** for "
|
||
"the relevant one(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:267
|
||
msgid ""
|
||
"If the email advertises a selection of previously-limited merchandise that "
|
||
"is now back in stock, it makes sense to target leads with the lost reason: "
|
||
"*not enough stock*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0
|
||
msgid ""
|
||
"A list of filter rules that exclude all lost reasons except for Out of "
|
||
"Stock."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:274
|
||
msgid ""
|
||
"If the email advertises a price reduction, it makes sense to target leads "
|
||
"with the lost reason: *too expensive*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:0
|
||
msgid ""
|
||
"A list of filter rules that exclude all lost reasons except for Too "
|
||
"Expensive."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:282
|
||
msgid "Analyze the results"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:284
|
||
msgid ""
|
||
"After sending a lost leads reactivation email, marketing teams can use the "
|
||
"smart buttons along the top of the email to analyze the results, and "
|
||
"determine follow-up actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:287
|
||
msgid ""
|
||
"Clicking on any of the smart buttons opens a list of records matching that "
|
||
"button's specific criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst-1
|
||
msgid ""
|
||
"The Mailing page of a sent email showing the smart buttons along the top of "
|
||
"the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:294
|
||
msgid "The smart buttons include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:296
|
||
msgid ":guilabel:`Sent`: total number of emails sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:297
|
||
msgid ":guilabel:`Opened`: percentage of recipients that opened the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:298
|
||
msgid ""
|
||
":guilabel:`Replied`: percentage of recipients that replied to the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:299
|
||
msgid ""
|
||
":guilabel:`Clicked`: click-through rate (%) of recipients that clicked on a "
|
||
"link in the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:300
|
||
msgid ""
|
||
":guilabel:`Leads/Opportunities`: number of leads (or opportunities) that "
|
||
"have been created in the *CRM* pipeline, as a result of the email campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:302
|
||
msgid ""
|
||
":guilabel:`Quotations`: number of quotations that have been created in the "
|
||
"*Sales* application, as a result of the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:304
|
||
msgid ""
|
||
":guilabel:`Invoiced`: total revenues generated, as a result of the email "
|
||
"campaign, via invoices sent to, and paid by, customers. These values are "
|
||
"recorded in either the *Invoicing* or *Accounting* application, depending on"
|
||
" which app is installed in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:307
|
||
msgid ""
|
||
":guilabel:`Received`: percentage of recipients that received the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:308
|
||
msgid ""
|
||
":guilabel:`Bounced`: percentage of emails that bounced (:dfn:`not "
|
||
"delivered`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:309
|
||
msgid ""
|
||
":guilabel:`Ignored`: the number of recipients that received the email, but "
|
||
"have not interacted with it in a meaningful way (i.e. opened, clicked, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:313
|
||
msgid "Email nurturing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:315
|
||
msgid ""
|
||
"*Email nurturing* (sometimes referred to as *lead nurturing*) is the process"
|
||
" of sending a series of timely and relevant \"nudge\" emails to connect with"
|
||
" a lead, build a deeper relationship, and ultimately convert the lead into a"
|
||
" sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:319
|
||
msgid ""
|
||
"The point of nurturing is to keep the email campaign \"visible\" or at the "
|
||
"top of a lead's inbox, until they are ready to buy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:322
|
||
msgid ""
|
||
"There are many approaches to effective lead nurturing, but they often "
|
||
"involve:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:324
|
||
msgid "Sending an initial email (such as, a lost leads reactivation email)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:325
|
||
msgid ""
|
||
"Sending a follow-up email each week (or according to specific triggers) for "
|
||
"the duration of the campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:327
|
||
msgid ""
|
||
"Continuously analyzing results to learn what approaches have resulted in "
|
||
"sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:328
|
||
msgid ""
|
||
"Continuously adjusting the approach to remain \"visible\" at the top of the "
|
||
"lead's inbox, and hopefully, get a meaningful response from the lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:331
|
||
msgid ""
|
||
"As a campaign progresses, a marketing team may send different follow-up "
|
||
"emails depending on how a lead responded the previous week."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:335
|
||
msgid ""
|
||
"A marketing team wants to advertise a restocking of limited-run merchandise "
|
||
"to all leads with a lost reason of *not enough stock*. They develop the "
|
||
"following three-week long lead nurturing campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:339
|
||
msgid ""
|
||
"**Week 1:** the marketing team sends an initial email, with the subject "
|
||
"line: *“Limited run merchandise is back in stock! Act now!”*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:341
|
||
msgid ""
|
||
"**Week 2:** the marketing team sends two different emails, depending on how "
|
||
"a lead responded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:343
|
||
msgid ""
|
||
"If a lead ignored the Week 1 email: *“Stock is almost out, did you get "
|
||
"yours?”*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:344
|
||
msgid ""
|
||
"If a lead clicked on the Week 1 email: *\"You still have time to add this to"
|
||
" your collection\"*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:346
|
||
msgid ""
|
||
"**Week 3:** the marketing team sends a final email to all leads who have not"
|
||
" been converted stating: *“20% off, don't miss your last chance to get these"
|
||
" items before they're gone!”*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:349
|
||
msgid ""
|
||
"Throughout the campaign, the marketing team continuously refers to the smart"
|
||
" buttons along the top of the mailing page to see what percentages of leads "
|
||
"are opening, clicking on, or ignoring the emails. They also regularly "
|
||
"analyze reports on how many opportunities, quotations, and invoices have "
|
||
"been generated by the campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:355
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:223
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:129
|
||
msgid ":doc:`../email_marketing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:356
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:224
|
||
msgid ":doc:`unsubscriptions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:357
|
||
msgid ":doc:`../marketing_automation`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:3
|
||
#: ../../content/applications/marketing/sms_marketing/mailing_lists_blacklists.rst:15
|
||
msgid "Mailing lists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:5
|
||
msgid ""
|
||
"Mailing lists in Odoo are used for both pre and post sales communications in"
|
||
" the *Email Marketing* application. They provide sales teams with qualified "
|
||
"lead lists, focus group participants, or current customers that fulfill "
|
||
"specific criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:9
|
||
msgid ""
|
||
"Mailing lists can be generated in Odoo, and exported as a downloadable file,"
|
||
" or into the *Knowledge*, *Dashboards*, or *Spreadsheets* applications, or "
|
||
"imported via copy/paste or file upload."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:14
|
||
msgid "Create mailing lists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:16
|
||
msgid ""
|
||
"To create a mailing list in the *Email Marketing* application, navigate to "
|
||
":menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists --> "
|
||
"New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:19
|
||
msgid "Clicking :guilabel:`New` reveals a blank mailing list form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid "View of the mailing list form in the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:25
|
||
msgid ""
|
||
"On the form, type a name in the :guilabel:`Mailing List` field at the top."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:27
|
||
msgid ""
|
||
"If the mailing list should be accessible by recipients from the subscription"
|
||
" management page, allowing them to update their preferences, tick the box "
|
||
"next to :guilabel:`Show In Preferences`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:30
|
||
msgid ""
|
||
"In the upper-left corner of the mailing list form, there are two buttons: "
|
||
":guilabel:`Send Mailing` and :guilabel:`Send SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:34
|
||
msgid ""
|
||
"The :guilabel:`Send SMS` button **only** appears if the *SMS Marketing* "
|
||
"application is installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:36
|
||
msgid ""
|
||
"Clicking :guilabel:`Send Mailing` reveals a separate page with a blank email"
|
||
" template form, which can be filled out by following steps explained in the "
|
||
":doc:`Email Marketing doc <../email_marketing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:40
|
||
msgid ""
|
||
"Clicking :guilabel:`Send SMS` reveals a separate page with a blank SMS "
|
||
"template form, which can be filled out by following steps explained in the "
|
||
":doc:`SMS Marketing doc <../sms_marketing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:44
|
||
msgid ""
|
||
"At the top of the mailing list form is a series of smart buttons that "
|
||
"display a variety of metrics related to the specific mailing list. When any "
|
||
"of the smart buttons are clicked, a separate page is revealed, showcasing "
|
||
"detailed analytics related to that particular statistic."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:48
|
||
msgid "The smart buttons available on a mailing list form are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:50
|
||
msgid ""
|
||
":guilabel:`Recipients`: how many people are subscribed to the mailing list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:51
|
||
msgid ""
|
||
":guilabel:`Mailings`: how many mailings have been sent using this mailing "
|
||
"list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:52
|
||
msgid ""
|
||
":guilabel:`% Bounce`: percentage of mailings related to this mailing list "
|
||
"that have been bounced back"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:54
|
||
msgid ""
|
||
":guilabel:`% Opt-out`: percentage of recipients that have opted-out of "
|
||
"mailings from this mailing list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:56
|
||
msgid ""
|
||
":guilabel:`% Blacklist`: percentage of recipients that have blacklisted "
|
||
"themselves from the mailing list altogether"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:59
|
||
msgid ""
|
||
"Once all the configurations on the mailing list form are complete, Odoo "
|
||
"automatically adds the new mailing list to the :guilabel:`Mailing List` page"
|
||
" in the *Email Marketing* app (:menuselection:`Email Marketing app --> "
|
||
"Mailing Lists --> Mailing Lists`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:64
|
||
msgid "Add contacts to mailing list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:66
|
||
msgid ""
|
||
"In Odoo *Email Marketing*, there are a few different ways to add contacts to"
|
||
" a mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:68
|
||
msgid ""
|
||
"From the :guilabel:`Mailing Lists` page (:menuselection:`Email Marketing -->"
|
||
" Mailing Lists --> Mailing Lists`), click the :guilabel:`Total Contacts` "
|
||
"link on the line of the desired mailing list to which contacts should be "
|
||
"added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:72
|
||
msgid ""
|
||
"Doing so reveals a separate :guilabel:`Mailing List Contacts` page for that "
|
||
"specific mailing list, where contacts can be created or imported, and then "
|
||
"added to the specific mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:75
|
||
msgid ""
|
||
"This same page can also be accessed by clicking the desired mailing list "
|
||
"from the :guilabel:`Mailing Lists` page, and then clicking the "
|
||
":guilabel:`Recipients` smart button on the mailing list form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:78
|
||
msgid ""
|
||
"Doing so *also* reveals a separate :guilabel:`Mailing List Contacts` page "
|
||
"for that specific mailing list, where contacts can be created or imported, "
|
||
"and then added to the specific mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:81
|
||
msgid ""
|
||
"Contacts can also be directly imported to a specific mailing list from the "
|
||
":guilabel:`Mailing Lists` page, by clicking :guilabel:`Import Contacts` to "
|
||
"the far-right of the desired mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"The import contacts button of a mailing list line in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:88
|
||
msgid "Doing so reveals an :guilabel:`Import Mailing Contacts` pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"The import mailing contacts pop-up form that appears in Odoo Email "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:94
|
||
msgid ""
|
||
"Here, the desired mailing list is auto-populated in the :guilabel:`Import "
|
||
"contacts in` field. Beneath that, write or paste email addresses in the "
|
||
":guilabel:`Contact List` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:97
|
||
msgid ""
|
||
"The option to import a country, company name, and more is available, via the"
|
||
" :guilabel:`Upload a file` link at the bottom of the pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:100
|
||
msgid ""
|
||
"When all contacts and configurations are complete, click :guilabel:`Import`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:102
|
||
msgid ""
|
||
"To add contacts to a specific mailing list from a master list of all mailing"
|
||
" list contacts in the database, navigate to :menuselection:`Email Marketing "
|
||
"app --> Mailing Lists --> Mailing List Contacts`. Doing so reveals the "
|
||
":guilabel:`Mailing List Contacts` page, featuring a list of all contacts "
|
||
"associated with every mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid "The Mailing List page in the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:111
|
||
msgid ""
|
||
"The default :guilabel:`Exclude Blacklisted Emails` filter appears in the "
|
||
"search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:113
|
||
msgid ""
|
||
"From the :guilabel:`Mailing List Contacts` page, contacts can be created "
|
||
"and/or imported, and then added to a mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:116
|
||
msgid ""
|
||
"To add an existing contact to a mailing list, select the desired contact "
|
||
"from the list on the :guilabel:`Mailing List Contacts` page to reveal their "
|
||
"contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:119
|
||
msgid ""
|
||
"At the bottom of their contact form, click :guilabel:`Add a line` under the "
|
||
":guilabel:`Mailing List` column, locate the desired mailing list from the "
|
||
"drop-down menu, and select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"The Add a line for mailing lists on a standard contact form in Odoo Email "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:127
|
||
msgid ""
|
||
"A mailing list can be created directly from a contact form, by typing the "
|
||
"name of the new mailing list in the :guilabel:`Mailing List` field. Then, "
|
||
"after a new mailing list name has been entered, two options appear on the "
|
||
"drop-down menu beneath the new mailing list name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:131
|
||
msgid ""
|
||
"From this drop-down menu, select :guilabel:`Create` to create the mailing "
|
||
"list and edit it later, or select :guilabel:`Create and edit...` to create "
|
||
"and edit the new mailing list right away."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:134
|
||
msgid ""
|
||
"To remove a contact from a mailing list that the contact has been added to, "
|
||
"enable the :guilabel:`Opt Out` checkbox. If the :guilabel:`Opt Out` checkbox"
|
||
" is ticked, the ability to add a :guilabel:`Reason` why the contact opted-"
|
||
"out is also available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:138
|
||
msgid ""
|
||
"When/if a contact *has* opted-out of a mailing list, the date they activated"
|
||
" their opt-out appears in the :guilabel:`Unsubscription Date` column on "
|
||
"their contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:141
|
||
msgid ""
|
||
"Lastly, the initial :guilabel:`Subscription Date` can be seen, as well. This"
|
||
" field is auto-populated with the date and time their subscription to the "
|
||
"mailing list has been saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:144
|
||
msgid "Multiple mailing lists can be added to a single contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:146
|
||
msgid ""
|
||
"To delete any mailing list from a contact form, simply click the "
|
||
":guilabel:`🗑️ (trash can)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:149
|
||
msgid "Link mailing list to website"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:151
|
||
msgid ""
|
||
"When a mailing list is created in the database, Odoo provides the option to "
|
||
"directly link the mailing list to the Odoo-built website (created via the "
|
||
"Odoo *Website* application)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:154
|
||
msgid ""
|
||
"To link a mailing list to a website, navigate to the front-end of the "
|
||
"website, which can be accomplished in a variety of ways throughout the "
|
||
"database. The most direct way to get to the front-end of the website is to "
|
||
"simply open the :menuselection:`Website` application from the main Odoo "
|
||
"dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:159
|
||
msgid ""
|
||
"Doing so reveals the designated homepage of the Odoo-built website for the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:161
|
||
msgid ""
|
||
"From the front-end of the website, click the :guilabel:`Edit` button in the "
|
||
"upper-right corner. When clicked, Odoo reveals a right-sidebar, filled with "
|
||
"drag-and-drop *building blocks*, packed with various features, options, and "
|
||
"design elements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:165
|
||
msgid ""
|
||
"Next, in the search bar of the right-sidebar, search for `Newsletter`. The "
|
||
":guilabel:`Newsletter` selection of building blocks is used to add "
|
||
"subscription fields for any mailing list onto the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"View of how to quickly search for Newsletter blocks in the Odoo Website "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:173
|
||
msgid ""
|
||
"Doing so reveals the following building block options: :guilabel:`Newsletter"
|
||
" Block`, :guilabel:`Newsletter Popup`, and :guilabel:`Newsletter`. Any of "
|
||
"these options can be used to add subscription fields for a mailing list onto"
|
||
" the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:177
|
||
msgid ""
|
||
"The :guilabel:`Newsletter Block` option places a customizable block onto the"
|
||
" body of the website where a visitor to enter their email and click a button"
|
||
" to subscribe to a designated mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid "Sample of how a newsletter block appears on an Odoo Website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:184
|
||
msgid ""
|
||
"The :guilabel:`Newsletter Popup` option reveals a customizable pop-up window"
|
||
" that appears when a visitor scrolls to the specific section of the webpage "
|
||
"on which the building block is placed. When the visitor reaches the "
|
||
"designated section, a pop-up window appears, in which a visitor can enter "
|
||
"their email address, click a button, and subscribe to that predetermined "
|
||
"mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid "Sample of how a newsletter popup block appears on an Odoo Website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:193
|
||
msgid ""
|
||
"The :guilabel:`Newsletter` option provides the same functionality as the "
|
||
"other options. However, it only consists of a field for the visitor to enter"
|
||
" their email address, and a button to subscribe to the mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:197
|
||
msgid ""
|
||
"It is covertly designed in this fashion to be cleanly implemented into the "
|
||
"content of the webpage and/or footer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:204
|
||
msgid ""
|
||
"Once the desired newsletter building block is chosen, drag-and-drop it onto "
|
||
"the body of the website. Then, select the newly-placed newsletter building "
|
||
"block to reveal its configuration options on the right-sidebar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:208
|
||
msgid ""
|
||
"From there, open the :guilabel:`Newsletter` drop-down menu, and select the "
|
||
"specific mailing list that should be applied to the block."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"The newsletter drop-down menu in the customize sidebar that appears in Odoo "
|
||
"Website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:215
|
||
msgid ""
|
||
"Once the desired configurations and customizations are complete, be sure to "
|
||
"click the :guilabel:`Save` button in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:218
|
||
msgid ""
|
||
"Now, when a visitor enters their email address, and clicks the button to "
|
||
"subscribe, they are instantly subscribed to that pre-configured mailing "
|
||
"list. They are also added as a contact for that mailing list in Odoo *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. Allowing "
|
||
"recipients to unsubscribe from a mailing list establishes a sense of trust "
|
||
"and control with an audience. It also helps companies appear more genuine, "
|
||
"and less *spammy*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:11
|
||
msgid "Unsubscribe and blacklist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:13
|
||
msgid ""
|
||
"In addition to having the option to unsubscribe from specific mailing lists,"
|
||
" the recipient can also *blacklist* themselves during the unsubscription "
|
||
"process, meaning they will not receive *any* more marketing emails from the "
|
||
"Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:17
|
||
msgid ""
|
||
"In order to provide recipients with the ability to blacklist themselves, a "
|
||
"specific feature **must** be enabled in the *Email Marketing* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:20
|
||
msgid ""
|
||
"Navigate to :menuselection:`Email Marketing app --> Configuration --> "
|
||
"Settings`, and tick the checkbox next to the :guilabel:`Blacklist Option "
|
||
"when Unsubscribing` feature. Then, click :guilabel:`Save` in the upper-left "
|
||
"corner of the :guilabel:`Settings` page."
|
||
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:29
|
||
msgid "Unsubscribe"
|
||
msgstr "Lopeta kanavan tilaus"
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:31
|
||
msgid ""
|
||
"By default, an *Unsubscribe* link appears at the bottom of all mailing "
|
||
"templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:34
|
||
msgid ""
|
||
"The *Unsubscribe* link does **not** appear by default if the *Start From "
|
||
"Scratch* template is used to create a mailing. The user **must** manually "
|
||
"add the specific unsubscribe link `/unsubscribe_from_list` in the body of "
|
||
"the email, or use a block from the *Footers* section of the email builder, "
|
||
"which includes the unsubscribe link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:39
|
||
msgid ""
|
||
"If a recipient clicks the *Unsubscribe* link in a mailing, Odoo instantly "
|
||
"unsubscribes them from the mailing list, presents them with a "
|
||
":guilabel:`Mailing Subscriptions` page where they can directly manage their "
|
||
"subscriptions, and informs them that they've been :guilabel:`Successfully "
|
||
"Unsubscribed`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1
|
||
msgid ""
|
||
"The Mailng Subscriptions page that appears when 'Unsubscribe' link in "
|
||
"mailing is clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:48
|
||
msgid ""
|
||
"Beneath that, Odoo asks the former subscriber to :guilabel:`Please let us "
|
||
"know why you updated your subscription`, and the user can proceed to choose "
|
||
"the appropriate opt-out reason from a series of options presented to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:53
|
||
msgid ""
|
||
"The opt-out answer options can be created and modified by navigating to "
|
||
":menuselection:`Email Marketing app --> Configuration --> Optout Reasons`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:56
|
||
msgid ""
|
||
"Once they've chosen the appropriate opt-out reason from the options "
|
||
"presented to them, they can click the :guilabel:`Send` button. Odoo then "
|
||
"logs their reasoning for unsubscribing in the *Email Marketing* app for "
|
||
"future analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:61
|
||
#: ../../content/applications/marketing/sms_marketing/mailing_lists_blacklists.rst:102
|
||
msgid "Blacklist"
|
||
msgstr "Markkinointikielto"
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:63
|
||
msgid ""
|
||
"For a recipient to remove (i.e. blacklist) themselves from **all** marketing"
|
||
" emails during the unsubscription process, on the :guilabel:`Mailing "
|
||
"Subscriptions` page, they must click :guilabel:`Exclude Me`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:67
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Exclude Me`, Odoo informs the recipient they have "
|
||
"been successfully blacklisted, with a message reading: :guilabel:`✔️ Email "
|
||
"added to our blocklist`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1
|
||
msgid ""
|
||
"The blocklist question on the Mailing Subscriptions page that recipients "
|
||
"see."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:74
|
||
msgid ""
|
||
"Beneath that, Odoo asks the former subscriber to :guilabel:`Please let us "
|
||
"know why you want to be added to our blocklist`, and the user can proceed to"
|
||
" choose the appropriate reason from a series of options presented to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:78
|
||
msgid ""
|
||
"Once they've chosen the appropriate reason from the options presented to "
|
||
"them, they can click the :guilabel:`Send` button. Odoo then logs their "
|
||
"reasoning for blacklisting themselves in the *Email Marketing* app for "
|
||
"future analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:83
|
||
msgid "Blacklisted email addresses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:85
|
||
msgid ""
|
||
"To view a complete list of all 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:92
|
||
msgid ""
|
||
"When a blacklisted record is selected from this list, Odoo reveals a "
|
||
"separate page with the recipient's contact information, along with the "
|
||
"provided :guilabel:`Reason` why they chose to blacklist themselves."
|
||
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:100
|
||
msgid ""
|
||
"In the *chatter* of the blacklisted record page, there's a time-stamped "
|
||
"message, informing the user when the recipient blacklisted themselves (via a"
|
||
" :guilabel:`Mail Blacklist created` log note)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:104
|
||
msgid ""
|
||
"Blacklisted emails are excluded from all marketing mailings, however, these "
|
||
"emails can still receive transactional emails, such as order confirmations, "
|
||
"shipping notifications, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:108
|
||
msgid "Unblacklist contacts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:110
|
||
msgid ""
|
||
"To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the "
|
||
"upper-left corner of a blacklisted record's page to remove the contact from "
|
||
"the blacklist, allowing them to receive mailings once again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:114
|
||
msgid ""
|
||
"When :guilabel:`Unblacklist` is clicked, an :guilabel:`Are you sure you want"
|
||
" to unblacklist this Email Address?` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:117
|
||
msgid ""
|
||
"In this pop-up window, the email address of the selected blacklisted record "
|
||
"is shown, 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:125
|
||
msgid ""
|
||
"After filling in the fields, click :guilabel:`Confirm` to officially remove "
|
||
"that particular contact from the blacklist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:130
|
||
msgid ":doc:`mailing_lists`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:5
|
||
msgid "Events"
|
||
msgstr "Tapahtumat"
|
||
|
||
#: ../../content/applications/marketing/events.rst:7
|
||
msgid ""
|
||
"Explore the various aspects of the Odoo **Events** detailed dashboard, and "
|
||
"useful settings, that can be utilized to generate and gather valuable data "
|
||
"about events (and their attendees), which can then be used to improve "
|
||
"decision-making and event-planning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:12
|
||
msgid "`Odoo Tutorials: Events <https://www.odoo.com/slides/surveys-63>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:57
|
||
msgid "Events dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:59
|
||
msgid ""
|
||
"When the **Events** application is opened, Odoo reveals the main "
|
||
":guilabel:`Events` dashboard, which can be viewed in a number of different "
|
||
"ways. Those different view options are accessible from the "
|
||
":guilabel:`Events` dashboard in the upper-right corner, via a series of "
|
||
"view-related icon buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:63
|
||
msgid ""
|
||
"By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-"
|
||
"view-kanban` :guilabel:`Kanban` view, which is populated with a variety of "
|
||
"pipeline stages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst-1
|
||
msgid "Overview of events setting with the kanban view in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:70
|
||
msgid ""
|
||
"This view showcases all the events in the database in their respective "
|
||
"stages. By default, the stages are: :guilabel:`New`, :guilabel:`Booked`, "
|
||
":guilabel:`Announced`, :guilabel:`Ended`, and :guilabel:`Cancelled`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:75
|
||
msgid ""
|
||
"The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by "
|
||
"default, and located to the right of the other stages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:78
|
||
msgid ""
|
||
"On each event card, find the scheduled date of the event, the name of the "
|
||
"event, the location, the number of expected :guilabel:`Attendees`, any "
|
||
"scheduled activities related to the event, the status of the event, and the "
|
||
"person responsible for the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:82
|
||
msgid ""
|
||
"To quickly add a new event to a pipeline, click the :icon:`fa-plus` "
|
||
":guilabel:`(plus)` icon at the top of the stage to which the event should be"
|
||
" added to reveal a blank Kanban card to fill out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst-1
|
||
msgid "Typical blank kanban card to fill out in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:89
|
||
msgid ""
|
||
"In this blank Kanban card, enter the name of :guilabel:`Event`, along with "
|
||
"the start and end :guilabel:`Date` and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:92
|
||
msgid ""
|
||
"Then, either click :guilabel:`Add` to add it to the stage and edit it later,"
|
||
" or click :guilabel:`Edit` to add the event to stage and edit its "
|
||
"configurations on a separate page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:95
|
||
msgid ""
|
||
"Each event card can be dragged-and-dropped into any stage on the Kanban "
|
||
"pipeline, providing easy organizational access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:101
|
||
msgid ""
|
||
"To access the event settings and feature options in Odoo **Events**, "
|
||
"navigate to :menuselection:`Events app --> Configuration --> Settings`. From"
|
||
" here, tick the checkboxes beside the desired settings and/or features, and "
|
||
"click :guilabel:`Save` to activate them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:106
|
||
msgid "Events section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:108
|
||
msgid ""
|
||
"In the :guilabel:`Events` section of the :guilabel:`Settings` page, there "
|
||
"are selectable features that can be enabled to add various elements to "
|
||
"events created with the Odoo **Events** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst-1
|
||
msgid ""
|
||
"The Events section on the Odoo Events settings page in the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:115
|
||
msgid ""
|
||
"The :guilabel:`Schedule & Tracks` feature allows users to manage and publish"
|
||
" a schedule with tracks for events. *Tracks* is a catch-all term that refers"
|
||
" to talks, lectures, demonstrations, presentations, and other similar "
|
||
"elements that users may choose to include as part of an event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:119
|
||
msgid ""
|
||
"When the :guilabel:`Schedule & Tracks` feature is enabled, two additional "
|
||
"fields appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event "
|
||
"Gamification`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:122
|
||
msgid ""
|
||
"The :guilabel:`Live Broadcast` feature lets users air tracks online, via a "
|
||
"*YouTube* integration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:124
|
||
msgid ""
|
||
"The :guilabel:`Event Gamification` feature lets users share a quiz after any"
|
||
" event track, in order for attendees to gauge how much they learned from the"
|
||
" track they just saw/heard. Companies can also benefit from this feature, in"
|
||
" that the subsequent responses and results of the quizzes can help determine"
|
||
" where a company's strengths and weaknesses are, when it comes to their "
|
||
"presentations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:129
|
||
msgid ""
|
||
"Next, is the :guilabel:`Online Exhibitors` feature. This feature allows "
|
||
"users to display sponsors and exhibitors on event pages, which can serve as "
|
||
"a valuable incentive to encourage partners and businesses to participate in "
|
||
"the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:133
|
||
msgid ""
|
||
"The :guilabel:`Jitsi Server Domain` field represents an external "
|
||
"conferencing service that is integrated with Odoo. It is what is used to "
|
||
"create and host virtual conferences, community rooms, and other similar "
|
||
"elements for events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:137
|
||
msgid ""
|
||
"The :guilabel:`Community Chat Rooms` feature allows users to create virtual "
|
||
"conference rooms for event attendees, providing them with a centralized "
|
||
"place to meet and discuss anything related to the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:141
|
||
msgid ""
|
||
"Lastly, there is the :guilabel:`Booth Management` feature. This feature "
|
||
"provides users with the ability to create and manage event booths and booth "
|
||
"reservations. When enabled, users can create different booth tiers, with "
|
||
"individual price points, and sell them to interested parties."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:146
|
||
msgid "Registration section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:148
|
||
msgid ""
|
||
"The :guilabel:`Registration` section of the :guilabel:`Settings` page "
|
||
"provides selectable settings that are directly related to event "
|
||
"registration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst-1
|
||
msgid ""
|
||
"The Registration section in the Odoo Events settings page in the Odoo Events"
|
||
" application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:155
|
||
msgid ""
|
||
"The :guilabel:`Tickets` setting allows users to sell event tickets, via "
|
||
"standard sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:157
|
||
msgid ""
|
||
"The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket*"
|
||
" product type on product forms, which provides users with the ability to "
|
||
"sell event tickets online, via their website/eCommerce store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:162
|
||
msgid "Attendance section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:164
|
||
msgid ""
|
||
"In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, "
|
||
"there is a selectable setting that is directly related to how attendees can "
|
||
"attend/enter the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst-1
|
||
msgid ""
|
||
"The Attendance section in the Odoo Events Settings page in the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:171
|
||
msgid ""
|
||
"The :guilabel:`Use Event Barcode` setting, when activated, enables barcode "
|
||
"(and QR code) scanning for attendees to enter the event. This provides "
|
||
"attendees with quick access, and helps Odoo users easily track, manage, and "
|
||
"analyze all event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:175
|
||
msgid ""
|
||
"The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event"
|
||
" Barcode` setting, is set to :guilabel:`Default Nomenclature`, by default, "
|
||
"but can be changed at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:179
|
||
#: ../../content/applications/marketing/events/create_events.rst:3
|
||
msgid "Create events"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:181
|
||
msgid ""
|
||
"With Odoo **Events**, events can be manually created from scratch or built "
|
||
"off of pre-made templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:184
|
||
msgid ""
|
||
"Once launched, the **Events** application then integrates with the "
|
||
"**Website** app for the front-end promotion and registration of the event "
|
||
"for attendees, the **Sales** app for the purchasing ability of paid tickets,"
|
||
" and the **CRM** application through customizable lead generation rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:189
|
||
msgid ":doc:`events/create_events`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:192
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:3
|
||
msgid "Sell event tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:194
|
||
msgid ""
|
||
"Create custom ticket tiers (with various price points) for potential event "
|
||
"attendees to choose from, directly on the event template form, under the "
|
||
"*Tickets* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:197
|
||
msgid ""
|
||
"Odoo simplifies the ticket-purchasing process by providing plenty of payment"
|
||
" method options, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:201
|
||
msgid ":doc:`events/sell_tickets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:204
|
||
msgid "Track and manage talks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:206
|
||
msgid ""
|
||
"Discover how to access various event tracks (talks, presentations, etc.), "
|
||
"view entire agendas, and learn how attendees can propose talks for the "
|
||
"event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:210
|
||
msgid ":doc:`events/track_manage_talks`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:213
|
||
#: ../../content/applications/marketing/events/event_templates.rst:3
|
||
msgid "Event templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:215
|
||
msgid ""
|
||
"Learn the process to customize and configure event templates, which can be "
|
||
"used to expedite the event-creation process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:219
|
||
msgid ":doc:`events/event_templates`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:222
|
||
#: ../../content/applications/marketing/events/event_booths.rst:3
|
||
msgid "Event booths"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:224
|
||
msgid ""
|
||
"Explore the various ways to create, manage, and sell event booths with the "
|
||
"Odoo **Events** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:228
|
||
msgid ":doc:`events/event_booths`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:231
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:3
|
||
msgid "Event tracks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:233
|
||
msgid ""
|
||
"Find out how to create, manage, and schedule different experiences (aka "
|
||
"*Tracks*) for events with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:237
|
||
msgid ":doc:`events/event_tracks`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:240
|
||
msgid "Registration desk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:242
|
||
msgid ""
|
||
"Grant access to event attendees quickly and easily with the Odoo **Events** "
|
||
"*Registration Desk* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:246
|
||
msgid ":doc:`events/registration_desk`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:249
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:3
|
||
msgid "Revenues report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:251
|
||
msgid ""
|
||
"Gain invaluable insight into event-related revenues with customizable "
|
||
"reports and metrics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:254
|
||
msgid ":doc:`events/revenues_report`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:5
|
||
msgid ""
|
||
"With the *Events* application, event organizers can create and configure in-"
|
||
"person or online-only events in Odoo. Each new event contains a number of "
|
||
"customizable options that are geared around specific event logistics, as "
|
||
"needed per event, such as ticket sales and registration desk, booths, "
|
||
"tracks, sponsors, rooms, and more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:10
|
||
msgid ""
|
||
"Events can be manually created from scratch or built off of pre-made "
|
||
"templates. Once launched, the *Events* application then integrates with the "
|
||
"*Website* app for the front-end promotion and registration of the event for "
|
||
"attendees, the *Sales* app for the purchasing ability of paid tickets, as "
|
||
"well the *CRM* application through customizable lead generation rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:16
|
||
msgid "New event"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:18
|
||
msgid ""
|
||
"To create a new event, begin by navigating to the :menuselection:`Events "
|
||
"app` to land on the default :guilabel:`Events` dashboard, in the :icon:`oi-"
|
||
"view-kanban` :guilabel:`Kanban` view. From there, or alternatively from the "
|
||
":icon:`oi-view-list` :guilabel:`List` or :icon:`fa-tasks` :guilabel:`Gantt` "
|
||
"views, click the :guilabel:`New` button in the upper-left corner of the "
|
||
"dashboard to open up a new event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst-1
|
||
msgid "Typical event template in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:29
|
||
msgid ""
|
||
"If certain fields do not readily appear on the event form, that means an "
|
||
"additional application needs to be installed, or the database is not "
|
||
"operating in a multi-company environment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:32
|
||
msgid ""
|
||
"For example, the :guilabel:`Twitter Wall` field **only** appears if the "
|
||
"*Social Marketing* app is installed, and the :guilabel:`Company` field "
|
||
"**only** appears if the database is working in a multi-company environment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:36
|
||
msgid ""
|
||
"These are just *additional* elements that can be used for an event. They are"
|
||
" **not** required to create, host, and manage an event with Odoo *Events*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:40
|
||
msgid "Event form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:42
|
||
msgid ""
|
||
"At the top of the event form are a series of smart buttons related to "
|
||
"various event metrics, which will autopopulate with pertinent data once "
|
||
"attendees begin to register, booths and sponsors sign on for the event, the "
|
||
"event takes place, and so on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:46
|
||
msgid ""
|
||
"Primarily, these smart buttons are used as logistical portals to perform "
|
||
"specific actions for the event. The numeric displays are primarily for quick"
|
||
" reference points."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:49
|
||
msgid ""
|
||
"While those visual metrics are useful, they can still be clicked, and used "
|
||
"to navigate to specific event-related pages to modify and/or perform any "
|
||
"desired actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:52
|
||
msgid ""
|
||
"Beneath the smart buttons is the event form, which contains various fields "
|
||
"and clickable tabs that serve to configure the initial, necessary details of"
|
||
" the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:55
|
||
msgid "The following are fields found on an event form:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:57
|
||
msgid ""
|
||
":guilabel:`Event Name`: the title of the event. This field is **required**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:60
|
||
msgid ""
|
||
"To the right of the entered :guilabel:`Event Name`, there is a language "
|
||
"tooltip, represented by an abbreviated language indicator (e.g. `EN`). When "
|
||
"clicked, a :guilabel:`Translate: name` pop-up window appears, displaying "
|
||
"various pre-configured language translation options available in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:65
|
||
msgid ""
|
||
":guilabel:`Date`: when the event is scheduled to take place (expressed in "
|
||
"your local timezone). This field is auto-populated, but modifiable, and is "
|
||
"**required**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:67
|
||
msgid ""
|
||
":guilabel:`Display Timezone`: the timezone in which the event dates/times "
|
||
"will be displayed on the website. This field is auto-populated, but "
|
||
"modifiable, and is **required**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:69
|
||
msgid ""
|
||
":guilabel:`Language`: designate a specific language for all event "
|
||
"communications to be translated into, if necessary. This field is blank, by "
|
||
"default, so if event-related communications are being sent to recipients who"
|
||
" speak a different language, be sure to configure this field properly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:72
|
||
msgid ""
|
||
":guilabel:`Twitter Wall`: creates a separate page on the event website to "
|
||
"feature specific social posts on X (formerly Twitter) that contain pre-"
|
||
"determined desired elements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:76
|
||
msgid ""
|
||
"To create and customize a :guilabel:`Twitter Wall`, type the name of the "
|
||
"desired wall into the field, and select :guilabel:`Create and edit...` from "
|
||
"the resulting drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:79
|
||
msgid "Doing so reveals :guilabel:`Create Twitter Wall` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:0
|
||
msgid "The Twitter Wall pop-up window in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:85
|
||
msgid ""
|
||
"From this window, enter a :guilabel:`Wall Name`. Then, select a certain word"
|
||
" or hashtag for Odoo to search for on X, like `#WoodWorkingExpo24`, for "
|
||
"example."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:88
|
||
msgid ""
|
||
"Next, determine the :guilabel:`Type of tweets` Odoo should showcase with "
|
||
"that predetermined criteria. The choices in this field are: "
|
||
":guilabel:`Recent`, :guilabel:`Popular`, or :guilabel:`Mixed`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:92
|
||
msgid ""
|
||
"Users also have the option to add a brief :guilabel:`Description` to the "
|
||
"wall, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:94
|
||
msgid ""
|
||
"Lastly, the greyed-out, non-modifiable :guilabel:`Website URL` field will "
|
||
"autopopulate with the full URL needed to access the document through the "
|
||
"event website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:97
|
||
msgid ""
|
||
"An image can also be added to the wall by clicking the :icon:`fa-pencil` "
|
||
":guilabel:`(pencil)` icon that appears when the cursor hovers over the "
|
||
":guilabel:`(camera)` placeholder image in the upper-right corner of the pop-"
|
||
"up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:101
|
||
msgid ""
|
||
"Then, from the resulting file explorer window, select the desired image to "
|
||
"be added to the wall."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:104
|
||
msgid ""
|
||
"This :guilabel:`Twitter Wall` field **only** appears on the event form if "
|
||
"the *Social Marketing* app is installed, and an X account has been added as "
|
||
"a stream on the application. To learn more, check out the :doc:`Social "
|
||
"Marketing <../social_marketing>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:108
|
||
msgid ""
|
||
":guilabel:`Template`: choose a pre-configured event template from the "
|
||
"resulting drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:110
|
||
msgid ""
|
||
"Or, create a new one directly from this field, by typing in the name of the "
|
||
"new template, and selecting either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:113
|
||
msgid ""
|
||
":guilabel:`Create` (which creates the template, and can be edited later) or"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:114
|
||
msgid ""
|
||
":guilabel:`Create and edit...` (which creates the template, and reveals a "
|
||
"separate template page to configure the template in greater detail)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:117
|
||
msgid ""
|
||
":guilabel:`Tags`: add any corresponding tags to briefly describe the event "
|
||
"(e.g. `Online`, `Conference`, etc.). Multiple tags can be added per event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:121
|
||
msgid ""
|
||
"Tags can be displayed on events that are listed on the website by enabling "
|
||
"the *Show on Website* checkbox from :menuselection:`Events app --> "
|
||
"Configuration --> Event Tag Categories`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:124
|
||
msgid ""
|
||
":guilabel:`Organizer`: designate the organizer of the event (a company, "
|
||
"contact, or employee)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:125
|
||
msgid ""
|
||
":guilabel:`Responsible`: designate a user in the database to be responsible "
|
||
"for this event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:126
|
||
msgid ""
|
||
":guilabel:`Company`: designate which company in the database to which this "
|
||
"event is related. This field **only** appears if working in a multi-company "
|
||
"environment. This field is auto-populated, but modifiable, and is "
|
||
"**required**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:129
|
||
msgid ""
|
||
":guilabel:`Website`: choose to restrict the publishing of this event to a "
|
||
"specific website created in Odoo. If this field is left blank, the event can"
|
||
" be published on *all* websites in the database. To learn more, refer to the"
|
||
" :doc:`Multiple websites "
|
||
"<../../websites/website/configuration/multi_website>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:133
|
||
msgid ""
|
||
":guilabel:`Venue`: enter event venue details. This field pulls pertinent "
|
||
"information from the *Contacts* application. Alternatively, "
|
||
":guilabel:`Venue` information can be manually added in this field, as well. "
|
||
"At the very least, there **must** be a venue name, address, city, zip "
|
||
"code/region, and country entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:137
|
||
msgid ""
|
||
":guilabel:`Exhibition Map`: if desired, click the :guilabel:`Upload your "
|
||
"file` button to upload an image of the event venue map."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:139
|
||
msgid ""
|
||
":guilabel:`Limit Registrations`: if this checkbox is ticked, a limit to the "
|
||
"amount of registrations is added to the event, and that desired limit amount"
|
||
" **must** be entered in the blank field before :guilabel:`Attendees`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:142
|
||
msgid ""
|
||
":guilabel:`Badge Dimension`: select a desired paper format dimension for "
|
||
"event badges. The options are: :guilabel:`A4 foldable`, :guilabel:`A6`, or "
|
||
":guilabel:`4 per sheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:144
|
||
msgid ""
|
||
":guilabel:`Badge Background`: if desired, click the :guilabel:`Upload your "
|
||
"file` button to upload a custom background image for event badges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:147
|
||
msgid ""
|
||
"When the above fields in the event form have been adequately filled in, move"
|
||
" on to the four tabs at the bottom of the event form for further "
|
||
"customization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:150
|
||
msgid ""
|
||
"Those tabs are: :ref:`Tickets <events/event-tickets>`, :ref:`Communication "
|
||
"<events/event-communication>`, :ref:`Questions <events/event-questions>`, "
|
||
"and :ref:`Notes <events/event-notes>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:157
|
||
msgid "Tickets tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:159
|
||
msgid ""
|
||
"Create custom tickets (and ticket tiers) for events in the "
|
||
":guilabel:`Tickets` tab of an event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst-1
|
||
msgid "A typical tickets tab on an event form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:165
|
||
msgid ""
|
||
"To create a ticket, click :guilabel:`Add a line` in the :guilabel:`Tickets` "
|
||
"tab. Then, enter a name for the ticket (e.g. `Basic Ticket` or `VIP`) in the"
|
||
" :guilabel:`Name` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:168
|
||
msgid ""
|
||
"In the :guilabel:`Product` field, either select the pre-configured "
|
||
":guilabel:`Event Registration` product, or create a new one by typing in the"
|
||
" name of the new event registration product, and then select either "
|
||
":guilabel:`Create` or :guilabel:`Create and edit...` from the resulting "
|
||
"drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:174
|
||
msgid ""
|
||
"Upon installing Odoo *Events*, a new product type, *Event Ticket*, becomes "
|
||
"available on product forms (:menuselection:`Sales --> Products --> "
|
||
"Products`). In order for an event registration product to be selectable in "
|
||
"the *Tickets* tab, the event registration :guilabel:`Product Type` **must** "
|
||
"be set to :guilabel:`Event Ticket`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:180
|
||
msgid ""
|
||
"Existing event registration products can be modified directly from this "
|
||
"field, as well, by clicking the :icon:`oi-arrow-right` :guilabel:`(right "
|
||
"arrow)` icon, located beside the event registration product. Doing so "
|
||
"reveals that product's form. If the *Inventory* application is installed, "
|
||
"additional choices are available to customize for the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:185
|
||
msgid ""
|
||
"Next, set the registration cost of the ticket in the :guilabel:`Price` "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:188
|
||
msgid ""
|
||
"The *Sales Price* defined on the event registration product's product form "
|
||
"sets the default cost of a ticket. Modifying the :guilabel:`Price` of a "
|
||
"ticket in the :guilabel:`Tickets` tab, sets a new registration cost of the "
|
||
"ticket for that event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:192
|
||
msgid ""
|
||
"Next, determine a :guilabel:`Sales Start` and :guilabel:`Sales End` date in "
|
||
"their respective fields. To do that, click into the blank field to reveal a "
|
||
"calendar popover. From there, select the desired date and time, then click "
|
||
":icon:`fa-check` :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:196
|
||
msgid ""
|
||
"Then, if desired, designate a :guilabel:`Maximum` amount of that specific "
|
||
"ticket that can be sold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:198
|
||
msgid ""
|
||
"The :guilabel:`Taken` column populates with the number of tickets that are "
|
||
"sold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:200
|
||
msgid ""
|
||
"Optionally, in the :guilabel:`Color` column, add a custom color to "
|
||
"differentiate ticket badges. The selected color displays on ticket badges "
|
||
"when printed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:203
|
||
msgid ""
|
||
"To delete any tickets from the :guilabel:`Tickets` tab, click the :icon:`fa-"
|
||
"trash-o` :guilabel:`(trash can)` icon on the corresponding line for the "
|
||
"ticket that should be deleted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:207
|
||
msgid ""
|
||
"To add an optional :guilabel:`Description` column to the :guilabel:`Tickets`"
|
||
" tab, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` "
|
||
"drop-down menu, located to the far-right of the column titles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:211
|
||
msgid ""
|
||
"Then, tick the checkbox beside :guilabel:`Description` from the resulting "
|
||
"drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:213
|
||
msgid ""
|
||
"When added, the option to add brief descriptions for each event ticket "
|
||
"appears, which can be used to inform attendees of any perks or amenities "
|
||
"that may coincide with specific ticket purchases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:219
|
||
msgid "Communication tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:221
|
||
msgid ""
|
||
"In the :guilabel:`Communication` tab of an event form, create various "
|
||
"marketing communications that can be scheduled to be sent at specific "
|
||
"intervals leading up to, and following, the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst-1
|
||
msgid ""
|
||
"Typical communication tab on an event form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:229
|
||
msgid ""
|
||
"By default, Odoo provides three separate pre-configured communications on "
|
||
"every new event form. One is an email sent after each registration to "
|
||
"confirm the purchase with the attendee. The other two are email event "
|
||
"reminders that are scheduled to be sent at different time intervals leading "
|
||
"up to the event to remind the recipient of the upcoming event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:234
|
||
msgid ""
|
||
"To add a communication in the :guilabel:`Communication` tab, click "
|
||
":guilabel:`Add a line`. Then, select the desired type of communication in "
|
||
"the :guilabel:`Send` field. The options are: :guilabel:`Mail`, "
|
||
":guilabel:`SMS`, :guilabel:`Social Post`, or :guilabel:`WhatsApp`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:238
|
||
msgid ""
|
||
"There is no limit to the number of communications that can be added in the "
|
||
":guilabel:`Communication` tab of an event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:241
|
||
msgid ""
|
||
"To delete a communication from the :guilabel:`Communication` tab, click the "
|
||
":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding "
|
||
"communication line. Doing so removes the communication from the event "
|
||
"entirely."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:246
|
||
msgid ""
|
||
"The :guilabel:`Social Post` option **only** appears if the *Social "
|
||
"Marketing* application is installed. The :guilabel:`WhatsApp` option "
|
||
"**only** appears if the *WhatsApp Integration* module is installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:250
|
||
msgid ""
|
||
":doc:`WhatsApp <../../productivity/whatsapp>` templates **cannot** be edited"
|
||
" during active configuration. A separate approval from *Meta* is required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:254
|
||
msgid "Mail"
|
||
msgstr "Sähköposti"
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:256
|
||
msgid ""
|
||
"Select an existing email template from the :guilabel:`Template` drop-down "
|
||
"menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:258
|
||
msgid ""
|
||
"Next, define the :guilabel:`Interval`, :guilabel:`Unit`, and "
|
||
":guilabel:`Trigger` from their respective drop-down fields, letting Odoo "
|
||
"know when the communication should be sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:261
|
||
msgid ""
|
||
"The :guilabel:`Unit` options are: :guilabel:`Immediately`, "
|
||
":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and "
|
||
":guilabel:`Months`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:264
|
||
msgid ""
|
||
"Then, select an option from the :guilabel:`Trigger` drop-down menu. The "
|
||
"options are: :guilabel:`After each registration`, :guilabel:`Before the "
|
||
"event`, and :guilabel:`After the event`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:267
|
||
msgid ""
|
||
"The :guilabel:`Sent` column populates with the number of sent "
|
||
"communications. And, beside the number are different icons that appear, "
|
||
"depending on the status of that particular communication."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:270
|
||
msgid ""
|
||
"The status of *Running* is represented by a :icon:`fa-cogs` "
|
||
":guilabel:`(three gears)` icon. The status of *Sent* is represented by a "
|
||
":icon:`fa-check` :guilabel:`(checkmark)` icon. And, the status of "
|
||
"*Scheduled* is represented by an :icon:`fa-hourglass-half` "
|
||
":guilabel:`(hourglass)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:275
|
||
msgid ""
|
||
"To send a confirmation email an hour after an attendee registers for an "
|
||
"event, configure the following communication:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:278
|
||
msgid ":guilabel:`Interval`: `1`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:279
|
||
msgid ":guilabel:`Unit`: :guilabel:`Hours`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:280
|
||
msgid ":guilabel:`Trigger`: :guilabel:`After each registration`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:283
|
||
msgid ""
|
||
"Existing email templates can be modified directly from the "
|
||
":guilabel:`Template` drop-down menu, if necessary, by clicking the "
|
||
":icon:`oi-arrow-right` :guilabel:`(right arrow)` icon next to the template "
|
||
"name. Doing so reveals a separate page where users can edit the "
|
||
":guilabel:`Content`, :guilabel:`Email Configuration`, and "
|
||
":guilabel:`Settings` of that particular email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:288
|
||
msgid ""
|
||
"To view and manage all email templates, activate :ref:`developer-mode` and "
|
||
"navigate to :menuselection:`Settings --> Technical --> Email: Email "
|
||
"Templates`. Modify with caution as email templates effect all communications"
|
||
" where the template is used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:295
|
||
#: ../../content/applications/marketing/surveys/create.rst:50
|
||
#: ../../content/applications/marketing/surveys/questions.rst:20
|
||
msgid "Questions tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:297
|
||
msgid ""
|
||
"In the :guilabel:`Questions` tab of an event form, users can create brief "
|
||
"questionnaires for registrants to interact with, and respond to, after they "
|
||
"register for the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:300
|
||
msgid ""
|
||
"These questions can be focused on gathering basic information about the "
|
||
"attendee, learning about their preferences, expectations, and other things "
|
||
"of that nature. This information can also be used to create more detailed "
|
||
"reporting metrics, in addition to being utilized to create specific lead "
|
||
"generation rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst-1
|
||
msgid "Typical questions tab on an event form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:310
|
||
msgid ""
|
||
"By default, Odoo provides three questions in the :guilabel:`Questions` tab "
|
||
"for every event form. The default questions require the registrant(s) to "
|
||
"provide their :guilabel:`Name` and :guilabel:`Email`, and make it optional "
|
||
"to include their :guilabel:`Phone` number, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:314
|
||
msgid ""
|
||
"The information gathered from the :guilabel:`Questions` tab can be found on "
|
||
"the :guilabel:`Attendees` dashboard, accessible via the :icon:`fa-users` "
|
||
":guilabel:`Attendees` smart button. Odoo populates individual records that "
|
||
"contain basic information about the registrant(s), as well as their "
|
||
"preferences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:319
|
||
msgid ""
|
||
"To add a question in the :guilabel:`Questions` tab, click :guilabel:`Add a "
|
||
"line`. Doing so reveals a :guilabel:`Create Question` pop-up window. From "
|
||
"here, users can create and configure their question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst-1
|
||
msgid ""
|
||
"The Create Question pop-up window that appears in the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:326
|
||
msgid ""
|
||
"First, enter the question in the field at the top of the form. Then, decide "
|
||
"if the question should require a :guilabel:`Mandatory Answer` and/or if Odoo"
|
||
" should :guilabel:`Ask once per order`, by ticking their respective boxes, "
|
||
"if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:330
|
||
msgid ""
|
||
"If the :guilabel:`Ask once per order` checkbox is ticked, the question will "
|
||
"only be asked once, and its value is propogated to every attendee in the "
|
||
"order (if multiple tickets are purchased at once). If the checkbox is *not* "
|
||
"ticked for this setting, Odoo will present the question for every attendee "
|
||
"that is connected to that registration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:335
|
||
msgid "Next, select a :guilabel:`Question Type` option:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:337
|
||
msgid ""
|
||
":guilabel:`Selection`: provide answer options to the question for "
|
||
"registrants to choose from. Selectable answer options can be managed in the "
|
||
":guilabel:`Answers` column at the bottom of the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:340
|
||
msgid ""
|
||
":guilabel:`Text Input`: lets the users enter a custom response to the "
|
||
"question in a text field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:341
|
||
msgid ""
|
||
":guilabel:`Name`: provides registrants with a field for them to enter their "
|
||
"name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:342
|
||
msgid ""
|
||
":guilabel:`Email`: provides registrants with a field for them to enter their"
|
||
" email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:343
|
||
msgid ""
|
||
":guilabel:`Phone`: provides registrants with a field for them to enter their"
|
||
" phone number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:344
|
||
msgid ""
|
||
":guilabel:`Company`: provides registrants with a field for them to enter a "
|
||
"company they are associated with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:347
|
||
msgid ""
|
||
"Once all the desired configurations have been entered, either click "
|
||
":guilabel:`Save & Close` to save the question, and return to the "
|
||
":guilabel:`Questions` tab on the event form, or click :guilabel:`Save & New`"
|
||
" to save the question and immediately create a new question on a new "
|
||
":guilabel:`Create Question` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:352
|
||
msgid ""
|
||
"As questions are added to the :guilabel:`Questions` tab, the informative "
|
||
"columns showcase the configurations of each question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:355
|
||
msgid "The informative columns are the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:357
|
||
msgid ":guilabel:`Title`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:358
|
||
msgid ":guilabel:`Mandatory`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:359
|
||
msgid ":guilabel:`Once per Order`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:360
|
||
msgid ":guilabel:`Type`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:361
|
||
msgid ":guilabel:`Answers` (if applicable)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:363
|
||
msgid ""
|
||
"For :guilabel:`Selection` and :guilabel:`Text Input` types, a :icon:`fa-bar-"
|
||
"chart` :guilabel:`Stats` button appears on the right side of the question "
|
||
"line. When clicked, Odoo reveals a separate page, showcasing the response "
|
||
"metrics to that specific question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:367
|
||
msgid ""
|
||
"To delete any question from the :guilabel:`Questions` tab, click the "
|
||
":icon:`fa-trash-o` :guilabel:`(trash can)` icon on the corresponding "
|
||
"question line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:370
|
||
msgid ""
|
||
"There is no limit to the number of questions that can be added in the "
|
||
":guilabel:`Questions` tab of an event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:376
|
||
msgid "Notes tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:378
|
||
msgid ""
|
||
"In the :guilabel:`Notes` tab of an event form, users can leave detailed "
|
||
"internal notes and/or event-related instructions/information for attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst-1
|
||
msgid "Typical notes tab on an event form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:385
|
||
msgid ""
|
||
"In the :guilabel:`Note` field of the :guilabel:`Notes` tab, users can leave "
|
||
"internal notes for other event employees, like \"to-do\" lists, contact "
|
||
"information, instructions, and so on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:388
|
||
msgid ""
|
||
"In the :guilabel:`Ticket Instructions` field of the :guilabel:`Notes` tab, "
|
||
"users can leave specific instructions for people attending the event that "
|
||
"appear on the attendees ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:392
|
||
msgid "Publish events"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:394
|
||
msgid ""
|
||
"Once all configurations and modifications are complete on the event form, it"
|
||
" is time to publish the event on the website. Doing so makes the event "
|
||
"visible to website visitors, and makes it possible for people to register "
|
||
"for the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:398
|
||
msgid ""
|
||
"To publish an event after all the customizations are complete, click the "
|
||
":icon:`fa-globe` :guilabel:`Go to Website` smart button at the top of the "
|
||
"event form. Doing so reveals the event's web page, which can be customized "
|
||
"like any other web page on the site, via the :guilabel:`Edit` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:403
|
||
msgid ""
|
||
"To learn more about website design functionality and options, consult the "
|
||
":doc:`Building block <../../websites/website/web_design/building_blocks>` "
|
||
"documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:406
|
||
msgid ""
|
||
"Once the event website is ready to be shared, click the red "
|
||
":guilabel:`Unpublished` toggle switch in the header menu, changing it to a "
|
||
"green :guilabel:`Published` switch. At this point, the event web page is "
|
||
"published, and viewable/accessible by all website visitors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:411
|
||
msgid "Send event invites"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:413
|
||
msgid ""
|
||
"To send event invites to potential attendees, navigate to the desired event "
|
||
"form, via :menuselection:`Events app --> Events`, and click into the desired"
|
||
" event. Following this, click the :guilabel:`Invite` button in the upper-"
|
||
"left corner of the event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:417
|
||
msgid ""
|
||
"Doing so reveals a blank email form to fill out, as desired. To learn more "
|
||
"about how to create and customize emails like this, refer to the "
|
||
":ref:`Create an email <email_marketing/create_email>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:421
|
||
msgid ""
|
||
"Proceed to create and customize an email message to send as an invite to "
|
||
"potential attendees. Remember to include a link to the registration page on "
|
||
"the event website, allowing interested recipients to quickly register."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:426
|
||
msgid ""
|
||
"Sending emails from Odoo is subject to a daily limit, which, by default, is "
|
||
"200. To learn more about daily limits, visit the :ref:`email-issues-"
|
||
"outgoing-delivery-failure-messages-limit` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/create_events.rst:430
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:310
|
||
msgid ":doc:`track_manage_talks`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:5
|
||
msgid ""
|
||
"The Odoo *Events* application provides users with the ability to create "
|
||
"event booths, sell their availability, and manage their reservations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:9
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:12
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:18
|
||
#: ../../content/applications/marketing/marketing_automation.rst:44
|
||
msgid "Configuration"
|
||
msgstr "Asetukset"
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:11
|
||
msgid ""
|
||
"In order 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 ""
|
||
"To do that, navigate to :menuselection:`Events app --> Configuration --> "
|
||
"Settings`, and tick the :guilabel:`Booth Management` checkbox. Then, click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst-1
|
||
msgid "The Booth Management setting in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:22
|
||
msgid ""
|
||
"When the :guilabel:`Booth Management` setting is activated, a new "
|
||
":doc:`Product Type "
|
||
"<../../inventory_and_mrp/inventory/product_management/configure/type>` "
|
||
"becomes available on all product forms: *Event Booth*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:26
|
||
msgid ""
|
||
"This is important because every created booth **must** be assigned a *Booth "
|
||
"Category* on their respective booth form, and every booth category **must** "
|
||
"have an *Event Booth* product assigned to it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:31
|
||
msgid "Booth categories"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:33
|
||
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:36
|
||
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:43
|
||
msgid ""
|
||
"On the :guilabel:`Booth Category` page, the following information for each "
|
||
"booth category is listed:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:45
|
||
msgid ":guilabel:`Name`: the name of the booth category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:46
|
||
msgid ""
|
||
":guilabel:`Create Sponsor`: if checked, booking this booth category creates "
|
||
"a sponsor for the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:48
|
||
msgid ""
|
||
":guilabel:`Product`: the *Event Booth* product associated with that specific"
|
||
" booth category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:49
|
||
msgid ":guilabel:`Price`: the price of a booth in that booth category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:51
|
||
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:56
|
||
msgid ""
|
||
"To edit an existing booth category, select it from the list, and proceed to "
|
||
"make any desired modifications from the event category form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:60
|
||
msgid "Create booth category"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:62
|
||
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:69
|
||
msgid ""
|
||
"Start by entering a name for the booth category in the top :guilabel:`Booth "
|
||
"Category` field. This is a **requried** field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:72
|
||
msgid ""
|
||
"To add a corresponding image to the booth category (e.g. a sample photo of "
|
||
"how the booth looks), 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. When clicked, proceed to "
|
||
"upload the desired image to the booth category form, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:77
|
||
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:80
|
||
msgid ""
|
||
"And, regardless of the listed price on the *Event Booth* product chosen, the"
|
||
" user can input a custom :guilabel:`Price` to be applied for this booth "
|
||
"category in the field below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:83
|
||
msgid ""
|
||
"In the :guilabel:`Sponsorship` section, there is a :guilabel:`Create "
|
||
"Sponsor` checkbox option. With that checkbox ticked, whenever a booth "
|
||
"belonging to this category is booked, the user is created as an official "
|
||
"*Sponsor* of the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:87
|
||
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:91
|
||
msgid ""
|
||
":guilabel:`Sponsor Level` and :guilabel:`Sponsor Type` are purely to "
|
||
"distinguish different distinctions of sponsors. 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 "
|
||
"credability and status. Whereas, conversely, a relatively new sponsor would "
|
||
"be granted a lower level (e.g. *Bronze* level), which coincides with its own"
|
||
" credability and status."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:97
|
||
msgid ""
|
||
"Select a desired level of sponsorship from the :guilabel:`Sponsor Level` "
|
||
"drop-down field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:100
|
||
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:105
|
||
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:109
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` from the resulting drop-down menu in this "
|
||
"instance creates the sponsor level, but doesn't 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:113
|
||
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:119
|
||
msgid ""
|
||
"From this pop-up window, confirm the newly-created :guilabel:`Sponsor "
|
||
"Level`, and decide what kind of :guilabel:`Ribbon Style` should be applied, "
|
||
"if any. 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:124
|
||
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:127
|
||
msgid ""
|
||
"On the booth category form, beneath those sections (:guilabel:`Booth "
|
||
"Details` and :guilabel:`Sponsorship`), there is the :guilabel:`Description` "
|
||
"tab. In this tab, proceed to 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, any amenities, size of display screen, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:133
|
||
msgid "Add booth to an event"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:135
|
||
msgid ""
|
||
"In order 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:139
|
||
msgid ""
|
||
"From the event form, to access the *Booths* for that specific event, click "
|
||
"the :guilabel:`Booths` smart button at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:142
|
||
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:146
|
||
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:151
|
||
msgid ""
|
||
"The booths present in the :guilabel:`Available` stage are still available "
|
||
"for people to purchase for the event. 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:155
|
||
msgid ""
|
||
"To modify any existing booth, simply click the desired booth from the "
|
||
":guilabel:`Booths` page, and proceed to make any necessary changes from the "
|
||
"booth form. Or, create a new one, by clicking the :guilabel:`New` button in "
|
||
"the upper-left corner to reveal a blank booth form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:160
|
||
msgid "Booth form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:162
|
||
msgid ""
|
||
"The booth form in Odoo *Events* lets users customize and configure event "
|
||
"booths in a number of different ways."
|
||
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:169
|
||
msgid ""
|
||
"Start by typing in a :guilabel:`Name` for the booth. This is a **required** "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:171
|
||
msgid ""
|
||
"Then, apply a :guilabel:`Booth Category` to the booth. This is a "
|
||
"**required** field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:174
|
||
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:179
|
||
msgid ""
|
||
"Simply clicking :guilabel:`Create` from the resulting drop-down menu 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:184
|
||
msgid ""
|
||
"Upon selecting a pre-existing :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:188
|
||
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 *Available* to "
|
||
"*Unavailable*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:193
|
||
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`, and :guilabel:`Renter Phone` fields can be "
|
||
"entered in manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:197
|
||
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 Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:203
|
||
msgid "Sell event booths"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:205
|
||
msgid ""
|
||
"With event booths configured on the event form, via the event-specific "
|
||
"*Booths* pages, Odoo presents them on the event website, via the *Get A "
|
||
"Booth* event subheader link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:208
|
||
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:212
|
||
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:215
|
||
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:219
|
||
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:222
|
||
msgid ""
|
||
"Alternatively, enter :doc:`Debug mode <../../general/developer_mode>`, and "
|
||
"open the specific event form in the the *Events* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:225
|
||
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:229
|
||
msgid ""
|
||
"At this point, proceed to 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:232
|
||
msgid ""
|
||
"From there, 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 on the event form."
|
||
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:240
|
||
msgid ""
|
||
"From here, the visitor can select their desired booth option, then "
|
||
":guilabel:`Location`. Next, they would click the :guilabel:`Book my "
|
||
"Booth(s)` button, located at the bottom of the :guilabel:`Get A Booth` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:244
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Contact Details` page, wherein they fill out "
|
||
"either *Contact Details* or *Sponsor Details*, depending on how the booth "
|
||
"was configured on the event form. The fields present on this form vary, "
|
||
"depending on whether its meant for a basic contact or an event sponsor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:249
|
||
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:252
|
||
msgid ""
|
||
"The information provided on this details page is used to auto-populate the "
|
||
"renter-related information on the booth form on the event form in the "
|
||
"*Events* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:255
|
||
msgid ""
|
||
"Once the necessary information has been entered, the visitor then clicks the"
|
||
" :guilabel:`Go to Payment` at the bottom of the page, and proceeds to "
|
||
"complete the typical checkout process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:258
|
||
msgid ""
|
||
"Upon a 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:262
|
||
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:267
|
||
msgid ""
|
||
"Click the *Sponsors* smart button to modify any information about the "
|
||
"sponsor, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:270
|
||
#: ../../content/applications/marketing/events/event_templates.rst:217
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:309
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:143
|
||
msgid ":doc:`create_events`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:271
|
||
msgid ":doc:`sell_tickets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:5
|
||
msgid ""
|
||
"The Odoo *Events* application provides the ability to customize and "
|
||
"configure event templates, which can be used to expedite the event-creation "
|
||
"process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:8
|
||
msgid ""
|
||
"These templates can be created and personalized in the application, and then"
|
||
" selected from an event form, in order to quickly apply a series of settings"
|
||
" and elements to the new event, all of which can be further modified, if "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:13
|
||
msgid "Event templates page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:15
|
||
msgid ""
|
||
"In the Odoo *Events* application, event templates can quickly be created and"
|
||
" modified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:17
|
||
msgid ""
|
||
"To begin, navigate to :menuselection:`Events app --> Configuration --> Event"
|
||
" Templates`. Doing so reveals the :guilabel:`Event Templates` page. Here, "
|
||
"find all the existing event templates in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst-1
|
||
msgid "The Event Templates page in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:25
|
||
msgid ""
|
||
"By default, Odoo provides three pre-configured event templates: "
|
||
":guilabel:`Exhibition`, :guilabel:`Training`, and :guilabel:`Sport`, which "
|
||
"all have their own unique customizations applied to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:29
|
||
msgid ""
|
||
"To change how these event templates appear on the *Template* drop-down field"
|
||
" on an event form, drag-and-drop them into any desired order, using the "
|
||
":icon:`oi-draggable` :guilabel:`(draggable)` icon, located to the left of "
|
||
"each event template line on the :guilabel:`Event Templates` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:34
|
||
msgid ""
|
||
"To learn more about event forms, refer to the :doc:`create_events` "
|
||
"documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:37
|
||
msgid "Create event template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:39
|
||
msgid ""
|
||
"There are two ways to create and configure an event template in Odoo "
|
||
"*Events*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:41
|
||
msgid ""
|
||
"**On the dashboard**, by navigating to :menuselection:`Events app --> "
|
||
"Configuration --> Event Templates` and clicking the :guilabel:`New` button "
|
||
"in the upper-left corner. Doing so reveals a blank event template form that "
|
||
"can be customized in a number of different ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:44
|
||
msgid ""
|
||
"**On an event form itself**. Start by typing the name of a new event "
|
||
"template in the *Template* field, and click :guilabel:`Create and edit...` "
|
||
"from the resulting drop-down menu. Doing so reveals a *Create Template* pop-"
|
||
"up window, featuring all the same configurable fields and elements found on "
|
||
"a standard event template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:50
|
||
msgid ""
|
||
"Clicking :guilabel:`Create \"[template name]\"` from the resulting drop-down"
|
||
" menu, via the *Template* field on an event form creates the event template "
|
||
"in the database, but does **not** present the user with the *Create "
|
||
"Template* pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:54
|
||
msgid ""
|
||
"The event template would have to be modified, by selecting it on the *Event "
|
||
"Templates* page (:menuselection:`Events app --> Configuration --> Event "
|
||
"Templates`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:58
|
||
msgid "Event template form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:60
|
||
msgid ""
|
||
"All the fields on a standard :guilabel:`Event Template` form are *also* on "
|
||
"the *Create Template* pop-up window, accessible via the *Template* field on "
|
||
"an event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst-1
|
||
msgid "A standard event template form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:67
|
||
msgid ""
|
||
"Start by providing the event template with a name in the :guilabel:`Event "
|
||
"Template` field, located at the top of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:70
|
||
msgid ""
|
||
"Beneath that field, there is a series of selectable checkboxes, all of which"
|
||
" are related to how the event menu will be displayed on the event web page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:73
|
||
msgid ""
|
||
":guilabel:`Website Submenu`: enables a submenu on the event's website. When "
|
||
"this checkbox is ticked, every other checkbox in this series is "
|
||
"automatically ticked, as well. Then, choose to untick (deselect) any of the "
|
||
"checkbox options, as desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:76
|
||
msgid ""
|
||
":guilabel:`Tracks Menu Item`: adds a submenu item to navigate to a page "
|
||
"displaying all planned tracks for the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:78
|
||
msgid ""
|
||
":guilabel:`Track Proposals Menu Item`: adds a submenu item to navigate to a "
|
||
"page, in which visitors can fill out a form to propose a track (talk, "
|
||
"lecture, presentation, etc.) to happen during the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:81
|
||
msgid ""
|
||
":guilabel:`Booth Menu Item`: adds a submenu item that takes visitors to a "
|
||
"separate page, where an event booth can be purchased. Event booths can be "
|
||
"customized and configured in the :guilabel:`Booths` tab of the event "
|
||
"template form, from the *Booth Categories* page (:menuselection:`Events app "
|
||
"--> Configuration --> Booth Categories`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:87
|
||
msgid ""
|
||
"First, users **must** create a booth product with the required *Event Booth*"
|
||
" option set as the :guilabel:`Product Type` on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:90
|
||
msgid ""
|
||
":guilabel:`Exhibitors Menu Item`: adds a submenu item that takes visitors to"
|
||
" a separate page, showcasing all the exhibitors related to that specific "
|
||
"event. Icons representing those exhibitors are also found on the footer of "
|
||
"every event-specific web page, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:93
|
||
msgid ""
|
||
":guilabel:`Community`: adds a submenu item allowing attendees to access pre-"
|
||
"configured virtual community rooms to meet with other attendees, and discuss"
|
||
" various topics related to the event. When this checkbox is ticked, the "
|
||
":guilabel:`Allow Room Creation` feature becomes available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:96
|
||
msgid ""
|
||
":guilabel:`Allow Room Creation`: allow visitors to create community rooms of"
|
||
" their own."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:97
|
||
msgid ""
|
||
":guilabel:`Register Button`: adds a button at the end of the event submenu "
|
||
"that takes visitors to the event-specific registration page when clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:100
|
||
msgid ""
|
||
"Once the desired checkboxes have been ticked, select an appropriate "
|
||
":guilabel:`Timezone` for the event from the available drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:103
|
||
msgid ""
|
||
"Then, for organizational purposes, there is the option to add "
|
||
":guilabel:`Tags` to this event template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:106
|
||
msgid ""
|
||
"There is also the option to :guilabel:`Limit Registrations` to this specific"
|
||
" event template by ticking that checkbox. If ticked, proceed to enter the "
|
||
"number of :guilabel:`Attendees` this template should be limited to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:110
|
||
msgid ""
|
||
"Beneath those general information fields at the top of the event template "
|
||
"form, there are five tabs:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:112
|
||
msgid ":ref:`Tickets <events/event-tickets>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:113
|
||
msgid ":ref:`Communication <events/event-communication>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:114
|
||
msgid ":ref:`Booths <event_templates/event_template/booths>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:115
|
||
msgid ":ref:`Questions <events/event-questions>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:116
|
||
msgid ":ref:`Notes <events/event-notes>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:121
|
||
msgid "Booths tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:123
|
||
msgid ""
|
||
"The :guilabel:`Booths` tab on an event template form is the only tab that "
|
||
"differentiates itself from a standard event form, where the other tabs "
|
||
"(:guilabel:`Tickets`, :guilabel:`Communication`, :guilabel:`Questions`, and "
|
||
":guilabel:`Notes`) are present and configured using the same process. For "
|
||
"more information about those tabs, refer to the :doc:`create_events` "
|
||
"documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:129
|
||
msgid ""
|
||
"To create a booth or booth category, an event booth product **must** be "
|
||
"created in the database first, with the *Product Type* set to *Event Booth*."
|
||
" **Only** products with that specific configuration can be selected in the "
|
||
"required *Product* field of a booth or booth category form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:134
|
||
msgid ""
|
||
"Event booths can be created and customized in two ways in the Odoo *Events* "
|
||
"application. Either in the :guilabel:`Booths` tab of an event template form,"
|
||
" or by navigating to :menuselection:`Events app --> Configuration --> Booth "
|
||
"Categories`, and click :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:138
|
||
msgid ""
|
||
"To add a booth from the :guilabel:`Booths` tab of an event template form, "
|
||
"click :guilabel:`Add a line`. Doing so reveals a blank :guilabel:`Create "
|
||
"Booths` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst-1
|
||
msgid "A Create Booths pop-up window in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:145
|
||
msgid ""
|
||
"Start by providing a :guilabel:`Name` for this booth in the corresponding "
|
||
"field at the top of the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:148
|
||
msgid ""
|
||
"Then, select an appropriate :guilabel:`Booth Category` from the drop-down "
|
||
"field below. Booth categories can be created and modified from the *Booth "
|
||
"Categories* page in the *Events* application, which is accessible by "
|
||
"navigating to :menuselection:`Events app --> Configuration --> Booth "
|
||
"Categories`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:154
|
||
msgid ""
|
||
"A :guilabel:`Booth Category` can be created directly from this field on the "
|
||
":guilabel:`Create Booths` pop-up window. To accomplish that, type the name "
|
||
"of the new booth category in the :guilabel:`Booth Category` field, and "
|
||
"select either :guilabel:`Create` or :guilabel:`Create and edit...` from the "
|
||
"resulting drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:159
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` merely creates the category, which can (and "
|
||
"should be) customized at a later date. Clicking :guilabel:`Create and "
|
||
"edit...` reveals a new :guilabel:`Create Booth Category` pop-up window, from"
|
||
" which the category can be configured in a number of different ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst-1
|
||
msgid ""
|
||
"The Create Booth Category pop-up window in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:167
|
||
msgid ""
|
||
"From this pop-up window, proceed to name the :guilabel:`Booth Category`, "
|
||
"modify its :guilabel:`Booth Details` settings, configure its "
|
||
":guilabel:`Sponsorship` options (if applicable), and leave an optional "
|
||
":guilabel:`Description` to explain any pertinent details related to this "
|
||
"specific category of booths."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:172
|
||
msgid ""
|
||
"There is also the option to add a photo/visual representation of the booth "
|
||
"category, via the :guilabel:`(camera)` icon in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:175
|
||
msgid ""
|
||
"When all desired configurations are complete, click the :guilabel:`Save & "
|
||
"Close` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:177
|
||
msgid ""
|
||
"The same configurations and options are available by navigating to "
|
||
":menuselection:`Events app --> Configuration --> Booth Categories`, and "
|
||
"clicking :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:180
|
||
msgid ""
|
||
"Once the desired :guilabel:`Booth Category` is selected, the remaining "
|
||
"fields on the :guilabel:`Create Booths` pop-up window (:guilabel:`Currency`,"
|
||
" :guilabel:`Product`, and :guilabel:`Price`) autopopulate, based on "
|
||
"information configured for that selected :guilabel:`Booth Category`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:186
|
||
msgid ""
|
||
"These fields **cannot** be modified from the :guilabel:`Create Booths` pop-"
|
||
"up window. They can only be modified from the specific booth category form "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:189
|
||
msgid ""
|
||
"When all desired configurations are complete, click :guilabel:`Save & Close`"
|
||
" to save the booth, and return to the event template form. Or, click "
|
||
":guilabel:`Save & New` to save the booth, and start creating another booth "
|
||
"on a fresh :guilabel:`Create Booths` pop-up window. Click "
|
||
":guilabel:`Discard` to remove all changes, and return to the event template "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:194
|
||
msgid ""
|
||
"Once the booth has been saved, it appears in the :guilabel:`Booths` tab on "
|
||
"the event template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:197
|
||
msgid "Use event templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:199
|
||
msgid ""
|
||
"Once an event template is complete, it is accessible on all event forms in "
|
||
"the Odoo *Events* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:202
|
||
msgid ""
|
||
"To use an event template, navigate to the :menuselection:`Events app` and "
|
||
"click :guilabel:`New` to open a new event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:205
|
||
msgid ""
|
||
"From the event form, click the :guilabel:`Template` field to reveal all the "
|
||
"existing event templates in the database. They appear in the same order as "
|
||
"they are listed in on the *Event Templates* page (:menuselection:`Events app"
|
||
" --> Configuration --> Event Templates`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:209
|
||
msgid ""
|
||
"Select the desired event template from the :guilabel:`Template` drop-down "
|
||
"field on the event form. Pre-configured settings automatically populate the "
|
||
"event form, saving time during the event creation process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_templates.rst:213
|
||
msgid ""
|
||
"Any of these pre-configured settings related to the selected event template "
|
||
"chosen in the :guilabel:`Template` field on an event form can be modified, "
|
||
"as desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:5
|
||
msgid ""
|
||
"Odoo *Events* provides the ability to create, schedule, and manage talks, "
|
||
"lectures, demonstrations, presentations, etc., which known as *Tracks* in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:8
|
||
msgid ""
|
||
"The Odoo *Events* application also has an option to allow event attendees to"
|
||
" propose talks (tracks) for an event, which can then be approved (or "
|
||
"disapproved)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:14
|
||
msgid ""
|
||
"First, there are some settings that need to be enabled, in order to get the "
|
||
"most out of event tracks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:17
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Events app --> Configuration --> "
|
||
"Settings`, and tick the checkbox beside the :guilabel:`Schedule & Tracks` "
|
||
"setting. Doing so provides the ability to manage and publish an event "
|
||
"schedule with various tracks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:21
|
||
msgid ""
|
||
"Also, when that setting checkbox is ticked, two additional setting options "
|
||
"appear beneath it: :guilabel:`Live Broadcast` and :guilabel:`Event "
|
||
"Gamification`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst-1
|
||
msgid ""
|
||
"The Schedule and Tracks setting in the Odoo Events app, along with "
|
||
"corresponding options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:28
|
||
msgid ""
|
||
"The :guilabel:`Live Broadcast` option provides the ability to air tracks "
|
||
"online through a *YouTube* integration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:31
|
||
msgid ""
|
||
"The :guilabel:`Event Gamification` options provides the ability to share a "
|
||
"quiz with track attendees once the track is over, in order to test how much "
|
||
"they learned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:35
|
||
msgid ""
|
||
"With the :guilabel:`Event Gamification` setting enabled, an :guilabel:`Add "
|
||
"Quiz` button appears on track forms, providing the ability to :ref:`quickly "
|
||
"create a quiz <events/track-add-quiz>` specific to the topic related to that"
|
||
" particular track."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:39
|
||
msgid ""
|
||
"Once all desired settings have been enabled, be sure to click the "
|
||
":guilabel:`Save` button in the upper-left corner of the :guilabel:`Settings`"
|
||
" page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:43
|
||
msgid "Event Tracks page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:45
|
||
msgid ""
|
||
"To access, modify, and/or create tracks for an event, first navigate to a "
|
||
"preconfigured event, or :doc:`create a new one <create_events>` from the "
|
||
"*Events* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:48
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Events app`, and either select a "
|
||
"pre-existing event from the :guilabel:`Events` dashboard, or create a new "
|
||
"one by clicking :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:51
|
||
msgid ""
|
||
"Once on the desired event form, click into the :guilabel:`Tracks` smart "
|
||
"button at the top of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:55
|
||
msgid ""
|
||
"If the :guilabel:`Tracks` smart button is not readily available, click the "
|
||
":guilabel:`More` :icon:`fa-sort-desc` drop-down menu to reveal hidden smart "
|
||
"buttons. Then, click :guilabel:`Tracks` from the resulting drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:59
|
||
msgid ""
|
||
"Clicking the :guilabel:`Tracks` smart button reveals the :guilabel:`Event "
|
||
"Tracks` page for that particular event, which presents all the tracks (both "
|
||
"scheduled and proposed) for the event, if there are any."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst-1
|
||
msgid "Typical event tracks page for an event in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:67
|
||
msgid ""
|
||
"The tracks are presented in a default :icon:`oi-view-kanban` "
|
||
":guilabel:`(Kanban)` view, but there is also the option to view these tracks"
|
||
" in a :icon:`oi-view-list` :guilabel:`(List)`, :icon:`oi-view-cohort` "
|
||
":guilabel:`(Gantt)` chart, :icon:`fa-calendar-check-o` "
|
||
":guilabel:`(Calendar)`, :icon:`fa-area-chart` :guilabel:`(Graph)`, or "
|
||
":icon:`fa-clock-o` :guilabel:`(Activity)` view. All of which are accessible "
|
||
"in the upper-right corner of the :guilabel:`Tracks` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:74
|
||
msgid ""
|
||
"In the default :icon:`oi-view-kanban` :guilabel:`(Kanban)` view, the tracks "
|
||
"are categorized into different stages. The default stages are: "
|
||
":guilabel:`Proposal`, :guilabel:`Confirmed`, :guilabel:`Announced`, "
|
||
":guilabel:`Published`, :guilabel:`Refused` (collapsed stage), and "
|
||
":guilabel:`Cancelled` (collapsed stage). All of which can be edited, if "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:80
|
||
msgid ""
|
||
"To edit a stage, hover over the stage name, click the :icon:`fa-cog` "
|
||
":guilabel:`(Settings)` icon, and select :guilabel:`Edit` from the resulting "
|
||
"drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:83
|
||
msgid ""
|
||
"Clicking into a track from the :guilabel:`Event Tracks` page reveals the "
|
||
"track form for that particular track."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:87
|
||
msgid "Create event track"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:89
|
||
msgid ""
|
||
"From the :guilabel:`Event Tracks` page, click :guilabel:`New` in the upper-"
|
||
"left corner to reveal a blank event track form to create an event track."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst-1
|
||
msgid "Typical event track form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:96
|
||
msgid ""
|
||
"Start by giving this track a :guilabel:`Title`. This field is **required** "
|
||
"by Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:98
|
||
msgid ""
|
||
"Then, if desired, add an accompanying image to the track via the :icon:`fa-"
|
||
"pencil` :guilabel:`(pencil)` icon that appears when the cursor hovers over "
|
||
"the :icon:`fa-camera` :guilabel:`(camera)` icon in the upper-right corner of"
|
||
" the form. When clicked, proceed to upload the desired image for the track. "
|
||
"This image appears on the front-end of the event website, on this specific "
|
||
"tracks webpage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:104
|
||
msgid ""
|
||
"Next, enter a :guilabel:`Track Date` and time for the track, and designate a"
|
||
" :guilabel:`Location` where the talk is planning to be held."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:108
|
||
msgid ""
|
||
"To access a complete list of locations for event tracks, which can be "
|
||
"modified (and added to) at any time, navigate to :menuselection:`Events app "
|
||
"--> Configuration --> Track Locations`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:111
|
||
msgid "Then, add a :guilabel:`Duration` to the track (in minutes)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:113
|
||
msgid ""
|
||
"If the *Live Broadcast* setting has been enabled in the *Events* app "
|
||
"settings, the option to add a corresponding link in the :guilabel:`YouTube "
|
||
"Video Link` field is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:116
|
||
msgid ""
|
||
"If the :guilabel:`Always Wishlisted` checkbox is ticked, the talk is "
|
||
"automatically set as a favorite for each registered event attendee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:119
|
||
msgid ""
|
||
"Assign someone to be in charge of managing this track in the "
|
||
":guilabel:`Responsible` field. By default, the person who initially created "
|
||
"the track is assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:122
|
||
msgid ""
|
||
"Then, ensure the track is applied to the correct event in the "
|
||
":guilabel:`Event` field. By default, this field is auto-populated with the "
|
||
"event related to the *Event Tracks* page the track was originally created "
|
||
"from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:126
|
||
msgid ""
|
||
"Next, choose to add existing tags, or create new ones, to further organize "
|
||
"the track. These tags, and their corresponding tag categories are utilized "
|
||
"on the event specific website - mainly on the *Talks* web page on the event "
|
||
"website, via the drop-down filter menus."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:130
|
||
msgid ""
|
||
"Beneath that general information section, there are three tabs: "
|
||
":ref:`Speaker <events/track-speaker-tab>`, :ref:`Description <events/track-"
|
||
"description-tab>`, and :ref:`Interactivity <events/track-interactivity-"
|
||
"tab>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:137
|
||
msgid "Speaker tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:139
|
||
msgid ""
|
||
"The :guilabel:`Speaker` tab on an event track form is filled with various "
|
||
"fields related to the specific speaker who is planning to conduct/host the "
|
||
"track."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst-1
|
||
msgid "The Speaker tab on an event track form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:147
|
||
msgid "Contact Details section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:149
|
||
msgid ""
|
||
"In the :guilabel:`Contact Details` section, proceed to use the "
|
||
":guilabel:`Contact` drop-down field to select an existing contact from the "
|
||
"database as the main point of contact for the talk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:152
|
||
msgid ""
|
||
"If this contact is not yet in the database, type in the name of the contact,"
|
||
" and click :guilabel:`Create` to create and edit the contact form later, or "
|
||
"click :guilabel:`Create and edit...` to be taken to that new contact's "
|
||
"contact form, where the rest of their pertinent information can be entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:157
|
||
msgid ""
|
||
"The :guilabel:`Contact Email` and :guilabel:`Contact Phone` fields are "
|
||
"greyed-out and populated with the information found on that chosen contact's"
|
||
" contact form. These fields are not modifiable once the :guilabel:`Contact` "
|
||
"field is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:162
|
||
msgid "Speaker Bio section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:164
|
||
msgid ""
|
||
"In the :guilabel:`Speaker Bio` section, proceed to enter information related"
|
||
" to the specific speaker scheduled to conduct/host the track. This section "
|
||
"may auto-populate based on the :guilabel:`Contact` selected in the "
|
||
":guilabel:`Contact Details` section. If not, enter information in the "
|
||
"necessary fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:170
|
||
msgid ""
|
||
"This information appears on the front-end of the event website, on the "
|
||
"specific track webpage, providing more information about the speaker to the "
|
||
"track attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:173
|
||
msgid ""
|
||
"Start by entering a :guilabel:`Name`, :guilabel:`Email`, and "
|
||
":guilabel:`Phone` number for the speaker."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:176
|
||
msgid ""
|
||
"Next, if desired, add an image to appear alongside the speaker biogrpahy on "
|
||
"the event website, via the :icon:`fa-pencil` :guilabel:`(pencil)` icon that "
|
||
"appears when the cursor hovers over the :icon:`fa-camera` "
|
||
":guilabel:`(camera)` icon. When clicked, proceed to upload the desired image"
|
||
" for the speaker."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:181
|
||
msgid ""
|
||
"Then, enter a :guilabel:`Job Position` for the designated speaker, followed "
|
||
"by the :guilabel:`Company Name` associated with the speaker."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:184
|
||
msgid ""
|
||
"In the :guilabel:`Biography` field, proceed to enter in a custom biography "
|
||
"with any speaker-related information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:190
|
||
#: ../../content/applications/marketing/surveys/create.rst:258
|
||
#: ../../content/applications/marketing/surveys/questions.rst:198
|
||
msgid "Description tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:192
|
||
msgid ""
|
||
"The :guilabel:`Description` tab of an event track form is a blank text "
|
||
"field, in which a description of the track can be entered. The information "
|
||
"entered here appears on the specific track page on the event website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:199
|
||
msgid "Interactivity tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:201
|
||
msgid ""
|
||
"The :guilabel:`Interactivity` tab on an event track form features a single "
|
||
"option at first: :guilabel:`Magic Button`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst-1
|
||
msgid ""
|
||
"The Interactivity tab on an event track form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:208
|
||
msgid ""
|
||
"When the checkbox beside :guilabel:`Magic Button` is ticked, Odoo displays a"
|
||
" *call to action* button to attendees on the track sidebar, while the track "
|
||
"is taking place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:211
|
||
msgid ""
|
||
"With that checkbox ticked, three more options appear, all of which are "
|
||
"related to the :guilabel:`Magic Button`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:214
|
||
msgid ""
|
||
":guilabel:`Button Title`: enter a title to appear on the button for "
|
||
"attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:215
|
||
msgid ""
|
||
":guilabel:`Button Target URL`: enter a URL that leads attendees, who click "
|
||
"the button, to a specific page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:217
|
||
msgid ""
|
||
":guilabel:`Show Button`: enter a number in the field, and the button will "
|
||
"appear that number of :guilabel:`minutes after Track start`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:221
|
||
msgid ""
|
||
"The magic button **only** appears if there is more than one published track."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:226
|
||
msgid "Add Quiz button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:228
|
||
msgid ""
|
||
"The :guilabel:`Add Quiz` button **only** appears on event track forms if the"
|
||
" *Event Gamification* setting is enabled in the Odoo *Events* settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:231
|
||
msgid ""
|
||
"To add a quiz to the event track, click the :guilabel:`Add Quiz` button. "
|
||
"Doing so reveals a separate page where an event track quiz can be created "
|
||
"and configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst-1
|
||
msgid "The Add Quiz page in the Odoo Events application for an event track."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:238
|
||
msgid ""
|
||
"Start by entering a title for the quiz in the blank field at the top of the "
|
||
"page. Then, if participants should be allowed to try the quiz multiple "
|
||
"times, tick the checkbox beside :guilabel:`Allow multiple tries`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:242
|
||
msgid ""
|
||
"The :guilabel:`Event` and :guilabel:`Event Track` fields are non-modifiable,"
|
||
" and show the corresponding event and track this quiz is associated with."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:245
|
||
msgid ""
|
||
"To add questions to the quiz, click :guilabel:`Add a line` beneath the "
|
||
":guilabel:`Question` column. Doing so reveals a :guilabel:`Create Questions`"
|
||
" pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst-1
|
||
msgid ""
|
||
"The Create Questions pop-up window on an event-specific track quiz in the "
|
||
"Odoo Events app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:253
|
||
msgid "**All** track quiz questions are multiple choice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:255
|
||
msgid ""
|
||
"From the pop-up window, enter the question in the blank field at the top. "
|
||
"Then, click :guilabel:`Add a line` to add answer options. Upon clicking "
|
||
":guilabel:`Add a line`, a new line appears, in which an answer option can be"
|
||
" entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:259
|
||
msgid ""
|
||
"Once an answer option has been entered, proceed to designate whether it is "
|
||
"the :guilabel:`Correct` response, by ticking the checkbox in the "
|
||
":guilabel:`Correct` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:262
|
||
msgid ""
|
||
"Then, there is the option to add a point value in the :guilabel:`Points` "
|
||
"column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:264
|
||
msgid ""
|
||
"And, if there are any additional comments that should accompany an answer "
|
||
"option, type them into the :guilabel:`Extra Comment` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:268
|
||
msgid ""
|
||
"The :guilabel:`Correct`, :guilabel:`Points`, and :guilabel:`Extra Comment` "
|
||
"fields are all optional."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:271
|
||
msgid "Repeat this process for all the answer options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:273
|
||
msgid ""
|
||
"To remove an answer option, click the :icon:`fa-trash-o` :guilabel:`(trash "
|
||
"can)` icon on the far-right."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:276
|
||
msgid ""
|
||
"Once all desired answer options (and their configurations) are complete, "
|
||
"click :guilabel:`Save & Close` to save the question, close the pop-up "
|
||
"window, and return to the track quiz form. Or, click :guilabel:`Save & New` "
|
||
"to save this question, and instantly start creating another question on a "
|
||
"new :guilabel:`Create Questions` pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:281
|
||
msgid ""
|
||
"To remove any question from the quiz, click the :icon:`fa-trash-o` "
|
||
":guilabel:`(trash can)` icon on the far-right of the question line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:285
|
||
msgid "Publish event track"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:287
|
||
msgid ""
|
||
"Once all the desired configurations are complete on an event track form, "
|
||
"click the desired stage it should be in from the status bar in the upper-"
|
||
"right corner (e.g. :guilabel:`Confirmed`, :guilabel:`Announced`, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:292
|
||
msgid ""
|
||
"The stage of a track can also be changed from the :guilabel:`Event Tracks` "
|
||
"page, where the desired track card can be dragged-and-dropped into the "
|
||
"appropriate Kanban stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:295
|
||
msgid ""
|
||
"If an event track has *not* been published yet, and it is moved to the "
|
||
":guilabel:`Published` stage, Odoo automatically publishes the track on the "
|
||
"event website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst:298
|
||
msgid ""
|
||
"An event track can *also* be published by opening the desired event track "
|
||
"form, and clicking the :guilabel:`Go to Website` smart button. Then, in "
|
||
"order for the track page to be viewable (and accessible) for event "
|
||
"attendees, toggle the :icon:`fa-toggle-off` :guilabel:`Unpublished` switch "
|
||
"at the top of the page to :icon:`fa-toggle-on` :guilabel:`Published`; thus "
|
||
"turning it from red to green, and making it accessible for attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_tracks.rst-1
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid ""
|
||
"The track-related event submenu options on an event website built with Odoo "
|
||
"Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:3
|
||
msgid "Registration Desk"
|
||
msgstr "Ilmoittautumispiste"
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:5
|
||
msgid ""
|
||
"Use the *Registration Desk* feature in Odoo **Events** to grant access to "
|
||
"registered event attendees as they arrive, and store attendee-related data "
|
||
"in the reporting metrics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:9
|
||
msgid "Registration Desk page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:11
|
||
msgid ""
|
||
"On a mobile device (on the Odoo app or in a browser), open the "
|
||
":menuselection:`Events app`, and click the :guilabel:`Registration Desk` to "
|
||
"view the :guilabel:`Registration Desk` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst-1
|
||
msgid "The Registration Desk page in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:18
|
||
msgid ""
|
||
"At the bottom of the :guilabel:`Registration Desk` box, there are options to"
|
||
" either :guilabel:`Scan a badge` or :guilabel:`Select Attendee`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:22
|
||
msgid "Scan a badge"
|
||
msgstr "Skannaa nimilappu"
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:24
|
||
msgid ""
|
||
"Scan the codes present on event attendee badges, by navigating to "
|
||
":menuselection:`Events app --> Registration Desk`, and selecting the "
|
||
":guilabel:`Scan a badge` option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:28
|
||
msgid ""
|
||
"Odoo **must** be granted access to the camera being used for the "
|
||
":guilabel:`Scan a badge` option to work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:31
|
||
msgid ""
|
||
"Once Odoo has access to the camera, a :guilabel:`Barcode Scanner` pop-up "
|
||
"window appears, showing the camera's point-of-view. There is also a "
|
||
"specified view finder box present, whose size can be manually modified, "
|
||
"accordingly, using the :icon:`fa-crop` :guilabel:`(crop)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst-1
|
||
msgid ""
|
||
"The Barcode Scanner window of the Registration Desk in the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:39
|
||
msgid ""
|
||
"When the badge code is in the middle of the view finder box, the code is "
|
||
"scanned, the :guilabel:`Barcode Scanner` pop-up window disappears, and the "
|
||
"attendee is granted access to the event. Once the code is scanned, their "
|
||
"attendance is logged in the Odoo **Events** app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:43
|
||
msgid ""
|
||
"If the barcode being scanned is invalid, an error pop-up message appears in "
|
||
"the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:46
|
||
msgid "Select attendee"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:48
|
||
msgid ""
|
||
"Manually grant access to event attendees, by navigating to "
|
||
":menuselection:`Events app --> Registration Desk`, and selecting the "
|
||
":guilabel:`Select Attendee` option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:51
|
||
msgid ""
|
||
"Odoo reveals an :guilabel:`Attendees` page, with all the attendees for every"
|
||
" event in the database, in a default :icon:`oi-view-kanban` "
|
||
":guilabel:`Kanban` view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst-1
|
||
msgid ""
|
||
"The Attendees page, via the Registration Desk, located in the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:58
|
||
msgid ""
|
||
"On the :guilabel:`Attendees` page, each attendee card displays that person's"
|
||
" name, which event they are registered to attend, their associated company "
|
||
"(if applicable), what ticket tier they purchased (if applicable), along with"
|
||
" two buttons: a :icon:`fa-check` :guilabel:`(checkmark)` and :icon:`fa-undo`"
|
||
" :guilabel:`(counter-clockwise arrow)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:63
|
||
msgid ""
|
||
"To grant access to a person, marking them as attended, click the :icon:`fa-"
|
||
"check` :guilabel:`(checkmark)` button on that attendee's card."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:66
|
||
msgid ""
|
||
"Click the :icon:`fa-undo` :guilabel:`(counter-clockwise arrow)` button on an"
|
||
" attendee's card to undo the previous action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:70
|
||
msgid ""
|
||
"It is recommended to use an event-specific filter on the "
|
||
":guilabel:`Attendees` page, via the search bar drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:73
|
||
msgid ""
|
||
"To do that, click the :icon:`fa-sort-desc` :guilabel:`(down arrow)` beside "
|
||
"the seach bar to reveal a drop-down menu with :guilabel:`Filters`, "
|
||
":guilabel:`Group By`, and :guilabel:`Favorites` options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:77
|
||
msgid ""
|
||
"For example, click the :guilabel:`Event` option, in the :guilabel:`Group By`"
|
||
" column. Then, click away to remove the drop-down menu. Odoo reveals the "
|
||
":guilabel:`Attendees` page with event-specific columns, allowing users to "
|
||
"locate specific event attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/registration_desk.rst:82
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:72
|
||
msgid ":doc:`../../essentials/search`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:5
|
||
msgid ""
|
||
"The Odoo **Events** application creates custom reports, based on event-"
|
||
"related data and analytics. These reports can either be focused on "
|
||
"*Attendees* or *Revenues*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:8
|
||
msgid ""
|
||
"The following documentation focuses on the reporting options related to "
|
||
"event *Revenues*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:11
|
||
msgid "Revenues reporting page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:13
|
||
msgid ""
|
||
"To access the *Attendees* reporting page, navigate to :menuselection:`Events"
|
||
" app --> Reporting --> Revenues`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst-1
|
||
msgid ""
|
||
"The default view of the Revenues reporting page in the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:20
|
||
msgid ""
|
||
"By default, the :guilabel:`Revenues` reporting page appears as a graph (a "
|
||
":icon:`fa-line-chart` :guilabel:`(Line Chart)` with :icon:`fa-database` "
|
||
":guilabel:`(Stacked)` data). The default filters, :guilabel:`Non-free "
|
||
"tickets` and :guilabel:`Event Start Date: (current year)`, are present in "
|
||
"the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:26
|
||
msgid ""
|
||
"To learn more about the various graph views (and graph view options), refer "
|
||
"to the :ref:`Graph views <reporting/using-graph>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:29
|
||
msgid ""
|
||
"The :guilabel:`Revenues` reporting page can also be viewed as a :ref:`pivot "
|
||
"table <reporting/views/pivot>`, by clicking the :icon:`oi-view-pivot` "
|
||
":guilabel:`(Pivot)` icon in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:34
|
||
msgid "Measures"
|
||
msgstr "Näytettävät tiedot"
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:36
|
||
msgid ""
|
||
"Choosing specific :ref:`Measures <reporting/choosing-measures>` is a quick "
|
||
"way to customize reporting pages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:39
|
||
msgid ""
|
||
"Regardless of the chosen view, the measures on the :guilabel:`Revenues` "
|
||
"reporting page are as follows: :guilabel:`Revenues`, :guilabel:`Untaxed "
|
||
"Revenues`, and :guilabel:`Count`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:43
|
||
msgid ""
|
||
"In the default graph view of the :guilabel:`Revenues` reporting page, only "
|
||
"the :guilabel:`Revenues` option is set in the :guilabel:`Measures` drop-down"
|
||
" menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:46
|
||
msgid ""
|
||
"In graph view, only one of the :guilabel:`Measures` can be selected at a "
|
||
"time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:48
|
||
msgid ""
|
||
"When the pivot option is selected, all :guilabel:`Measures` options are "
|
||
"selected, by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:50
|
||
msgid ":guilabel:`Revenues`: shows the revenues generated from events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:51
|
||
msgid ""
|
||
":guilabel:`Untaxed Revenues`: shows the untaxed revenues generated from "
|
||
"events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:52
|
||
msgid ""
|
||
":guilabel:`Count`: shows the total amount of registrants who attended "
|
||
"events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:55
|
||
msgid "Filters and grouping options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:57
|
||
msgid ""
|
||
"To reveal a drop-down menu of filter and grouping options to create custom "
|
||
"reports, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` to the "
|
||
"right of the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:60
|
||
msgid ""
|
||
"Doing so opens a drop-down mega menu of options organized into columns: "
|
||
":ref:`Filters <search/preconfigured-filters>`, :ref:`Group By "
|
||
"<search/group>`, and :ref:`Favorites <search/favorites>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:65
|
||
msgid ""
|
||
"If a time-related option has been selected from the :guilabel:`Filters` "
|
||
"column (e.g. the default :guilabel:`Event Start Date: (year)` filter), a "
|
||
":guilabel:`Comparison` column appears, with comparison options for the "
|
||
"corresponding time-related filter option selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:69
|
||
msgid ""
|
||
"Only **one** selection can be made from the :guilabel:`Comparison` column at"
|
||
" a time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:75
|
||
msgid "Filter options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:77
|
||
msgid ""
|
||
"In the :guilabel:`Filters` column of the drop-down mega menu, there are "
|
||
"various event-related options that can be utilized to create custom reports,"
|
||
" based on a number of specific criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:80
|
||
msgid ""
|
||
"Multiple options in the :guilabel:`Filters` column can be selected at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:82
|
||
msgid "The :guilabel:`Filters` column has the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:84
|
||
msgid ""
|
||
":guilabel:`Non-free tickets`: event tickets/registrations that were **not** "
|
||
"free."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:85
|
||
msgid ":guilabel:`Free`: event tickets/registrations that *were* free."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:86
|
||
msgid ""
|
||
":guilabel:`Pending payment`: event tickets/registrations that were "
|
||
"purchased, but still have payment pending."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:88
|
||
msgid ""
|
||
":guilabel:`Sold`: event tickets/registrations that have been successfully "
|
||
"sold (and paid for)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:89
|
||
msgid ""
|
||
":guilabel:`Registration Date`: Click the :icon:`fa-caret-down` "
|
||
":guilabel:`(down arrow)` icon to reveal a list of month, quarter, and year "
|
||
"options. Select any number of these options to view a specific periods of "
|
||
"time and see how many registrations happened during that time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:92
|
||
msgid ""
|
||
":guilabel:`Upcoming/Running`: include revenue-related information for events"
|
||
" that are either currently running or are going to happen in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:94
|
||
msgid ""
|
||
":guilabel:`Past Events`: include revenue-related information for events that"
|
||
" have already taken place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:96
|
||
msgid ""
|
||
":guilabel:`Event Start Date`: Click the :icon:`fa-caret-down` "
|
||
":guilabel:`(down arrow)` icon to reveal a list of month, quarter, and year "
|
||
"options. Select any number of these options to designate event start dates "
|
||
"to use as filters for revenue-related event data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:99
|
||
msgid ""
|
||
":guilabel:`Event End Date`: Click the :icon:`fa-caret-down` :guilabel:`(down"
|
||
" arrow)` icon to reveal a list of month, quarter, and year options. Select "
|
||
"any number of these options to designate event end dates to use as filters "
|
||
"for revenue-related event data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:102
|
||
msgid ""
|
||
":guilabel:`Published Events`: Select this option to show revenue-related "
|
||
"data for published events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:104
|
||
msgid ""
|
||
":guilabel:`Add Custom Filter`: Create a custom filter to analyze event-"
|
||
"related revenue data. To learn more, refer to the documentation on "
|
||
":ref:`custom filters <search/custom-filters>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:108
|
||
msgid "Group By options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:110
|
||
msgid ""
|
||
"In the :guilabel:`Group By` column of the drop-down mega menu, there are "
|
||
"various event-related options to create custom groupings of data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:113
|
||
msgid "Multiple :guilabel:`Group By` options can be selected at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:115
|
||
msgid "The :guilabel:`Group By` column has the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:117
|
||
msgid ":guilabel:`Event Type`: Group data based on the type of event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:118
|
||
msgid ""
|
||
":guilabel:`Event`: Organize data into individual groups, separated by "
|
||
"events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:119
|
||
msgid ""
|
||
":guilabel:`Product`: Group data based on the event registration product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:120
|
||
msgid ""
|
||
":guilabel:`Ticket`: Group data based on the type of event ticket purchased "
|
||
"by attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:121
|
||
msgid ""
|
||
":guilabel:`Registration Status`: Group data based on the status of "
|
||
"registrations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:122
|
||
msgid ""
|
||
":guilabel:`Sale Order Status`: Group data based on the status of event-"
|
||
"related sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:123
|
||
msgid ":guilabel:`Customer`: Group data based on customer records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:124
|
||
msgid ""
|
||
":guilabel:`Add Custom Group`: Click the :icon:`fa-caret-down` "
|
||
":guilabel:`(down arrow)` icon to reveal a drop-down of grouping options. To "
|
||
"select one, click on the desired option, and Odoo adds it to the "
|
||
":guilabel:`Group By` column. Multiple selections can be made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:129
|
||
msgid "Sample report: event ticket analysis (graph)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:131
|
||
msgid ""
|
||
"The following is an example of how various filters and grouping options can "
|
||
"create a useful analytic graph report related to event revenues. In this "
|
||
"case, the configurations present data about sold or free tickets to "
|
||
"published events, with the metrics separated by ticket type and event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst-1
|
||
msgid ""
|
||
"The event ticket analysis sample report with unique filters and groupings in"
|
||
" place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:139
|
||
msgid ""
|
||
"To create such a report, navigate to :menuselection:`Events app --> "
|
||
"Reporting --> Revenues`. Stay in the default graph view, but remove the "
|
||
"default filters from the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:142
|
||
msgid ""
|
||
"Then, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` to the right "
|
||
"of the search bar, to reveal the drop-down mega menu of filter and grouping "
|
||
"options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:145
|
||
msgid ""
|
||
"From here, select :guilabel:`Free` and :guilabel:`Sold` from the "
|
||
":guilabel:`Filters` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:147
|
||
msgid ""
|
||
"Then, since it is desired to **only** view data related to already published"
|
||
" events, select the :guilabel:`Published Events` option in the "
|
||
":guilabel:`Filters` column, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:150
|
||
msgid ""
|
||
"Next, in the :guilabel:`Group By` column, select the :guilabel:`Event` and "
|
||
":guilabel:`Ticket` options, **in that sequential order**. Doing so first "
|
||
"groups the data by event, *then* by ticket type, which provides a more "
|
||
"useful array of data to analyze."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:155
|
||
msgid ""
|
||
"The order in which the options are selected in the :guilabel:`Group By` "
|
||
"column directly affects how the data is presented on the report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:158
|
||
msgid ""
|
||
"From there, additional configurations can be added for more detailed data, "
|
||
"if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:160
|
||
msgid ""
|
||
"If no additional filters or groupings are added, Odoo presents a graphical "
|
||
"representation of data related to all *free* or *sold* tickets for "
|
||
"*published events*, grouped by *event*, and organized by *ticket* type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:165
|
||
msgid "Sample report: event type analysis (pivot table)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:167
|
||
msgid ""
|
||
"The following is an example of how various filters and grouping options can "
|
||
"create a useful analytic pivot table report related to event revenues. In "
|
||
"this case, the configurations present data about how much revenue different "
|
||
"event types have generated, in order to gauge which events are the most "
|
||
"profitable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst-1
|
||
msgid ""
|
||
"The event type analysis sample report with unique filters and groupings in "
|
||
"place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:176
|
||
msgid ""
|
||
"First, navigate to :menuselection:`Events app --> Reporting --> Revenues`, "
|
||
"and switch to the pivot table view, by clicking the :icon:`oi-view-pivot` "
|
||
":guilabel:`(Pivot)` icon in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:180
|
||
msgid ""
|
||
"Keep the default filters (:guilabel:`Non-free tickets` and :guilabel:`Event "
|
||
"Start Date: (year)`) in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:183
|
||
msgid ""
|
||
"Next, open the :guilabel:`Measures` drop-down menu, and deselect the option "
|
||
"for :guilabel:`Count`, because this report is only going to focus on "
|
||
"revenues."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:186
|
||
msgid ""
|
||
"Then, click :icon:`fa-plus-square` :guilabel:`Total` above the column "
|
||
"titles, and select :guilabel:`Event Type` from the resulting drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/revenues_report.rst:189
|
||
msgid ""
|
||
"With these configurations in place, all the revenues generated from the "
|
||
"events (and their corresponding registrations) are displayed, organized by "
|
||
"the event type (presented as expandable columns)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:5
|
||
msgid ""
|
||
"Odoo *Events* provides users with the ability to create custom event tickets"
|
||
" (and ticket tiers), with various price points."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:8
|
||
msgid ""
|
||
"It *also* allows them to sell event tickets in two different ways: via "
|
||
"standard sales orders, and online through an integrated website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:11
|
||
msgid ""
|
||
"Odoo also simplifies the ticket-purchasing process by providing plenty of "
|
||
"payment method options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:14
|
||
msgid ""
|
||
"To learn more about how to create custom tickets (and ticket tiers) for "
|
||
"events, check out the :doc:`create_events` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:20
|
||
msgid ""
|
||
"In order to sell event tickets in Odoo, some settings must first be enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:22
|
||
msgid ""
|
||
"First, navigate to :menuselection:`Events app --> Configuration --> "
|
||
"Settings`. In the :guilabel:`Registration` section, there are two different "
|
||
"settings: :guilabel:`Tickets` and :guilabel:`Online Ticketing`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:26
|
||
msgid ""
|
||
"The :guilabel:`Tickets` setting allows users to sell event tickets with "
|
||
"standard sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:28
|
||
msgid ""
|
||
"The :guilabel:`Online Ticketing` setting allows users to sell event tickets "
|
||
"online through their integrated Odoo website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:31
|
||
msgid ""
|
||
"To activate a setting, tick the checkbox beside the desired feature's label,"
|
||
" and click :guilabel:`Save` to finish enabling it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:35
|
||
msgid ""
|
||
"If these options are *not* enabled, a default :guilabel:`Register` button "
|
||
"becomes available for visitors to interact with and procure free "
|
||
"registrations to the event."
|
||
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:42
|
||
msgid ""
|
||
"With those settings enabled, Odoo automatically creates a new *Product Type*"
|
||
" called, *Event Ticket*, which is accessible on every product form. Odoo "
|
||
"also creates three event registration products (with the *Product Type* set "
|
||
"to *Event Ticket*) that can be used or modified for event tickets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:47
|
||
msgid ""
|
||
"When creating a new event registration product, the *Product Type* **must** "
|
||
"be set to *Event Ticket* on the product form, in order for it to be selected"
|
||
" in the *Product* column under the *Tickets* tab on an event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:0
|
||
msgid ""
|
||
"View of an event form highlighting the column product under the tickets tab "
|
||
"in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:56
|
||
msgid ""
|
||
"Any event with paid tickets sold, features a :icon:`fa-dollar` "
|
||
":guilabel:`Sales` smart button at the top of the event form, where the "
|
||
"respective sales orders attributed to those ticket sales become available."
|
||
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:64
|
||
msgid ""
|
||
"Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a "
|
||
"separate page, showcasing all the sales orders (standard and/or online) "
|
||
"related to tickets that have been sold for that specific event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:69
|
||
msgid "Sell event tickets with the Sales app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:71
|
||
msgid ""
|
||
"To sell event tickets with sales orders, start by navigating to the "
|
||
":menuselection:`Sales` app. Then, click :guilabel:`New` to open a new "
|
||
"quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:74
|
||
msgid ""
|
||
"After filling out the top portion of the form with the appropriate customer "
|
||
"information, click :guilabel:`Add a product` in the :guilabel:`Order Lines` "
|
||
"tab. Then, in the :guilabel:`Product` column, select (or create) an event "
|
||
"registration product configured with its :guilabel:`Product Type` set to "
|
||
":guilabel:`Event Ticket` on its product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:79
|
||
msgid ""
|
||
"Once an event registration product is selected, a :guilabel:`Configure an "
|
||
"event` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst-1
|
||
msgid ""
|
||
"Standard 'Configure an event' pop-up window that appears on an event ticket "
|
||
"sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:86
|
||
msgid ""
|
||
"From the :guilabel:`Configure an event` pop-up window, select to which event"
|
||
" this ticket purchase is related to in the :guilabel:`Event` field drop-down"
|
||
" menu. Then, in the :guilabel:`Event Ticket` drop-down menu, select which "
|
||
"ticket tier the customer wishes to purchase, if there are multiple tiers "
|
||
"configured for that event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:91
|
||
msgid ""
|
||
"When all the desired configurations are complete, click :guilabel:`Ok`. "
|
||
"Doing so returns the user to the sales order, with the event registration "
|
||
"ticket product now present in the :guilabel:`Order Lines` tab. The user can "
|
||
"proceed to confirm and close the sale, per the usual process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:96
|
||
msgid ""
|
||
"To re-open the *Configure an event* pop-up window, hover over the event "
|
||
"registration product name in the :guilabel:`Order Lines` tab, and click on "
|
||
"the :icon:`fa-pencil` :guilabel:`(pencil)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:100
|
||
msgid "Sell event tickets through the Website app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:102
|
||
msgid ""
|
||
"When a visitor arrives on the register page of the event website, they can "
|
||
"click the :guilabel:`Register` button to purchase a ticket to the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:106
|
||
msgid ""
|
||
"If the visitor is *not* already on the register page of the event website, "
|
||
"clicking :guilabel:`Register` on the event website's submenu redirects them "
|
||
"to the proper register page. From there, they can click the "
|
||
":guilabel:`Register` button to begin the ticket purchasing process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:111
|
||
msgid ""
|
||
"If different ticket tiers are configured for the event, the visitor is "
|
||
"presented with a :guilabel:`Tickets` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst-1
|
||
msgid ""
|
||
"The tickets pop-up window that appears on the event's website when "
|
||
"'Register' is clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:118
|
||
msgid ""
|
||
"From here, visitors select which ticket tier they would like to purchase, "
|
||
"along with a quantity, using the numerical drop-down menu available to the "
|
||
"right of their desired ticket. Once the desired selections have been "
|
||
"entered, the visitor then clicks the :guilabel:`Register` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:122
|
||
msgid ""
|
||
"Then, an :guilabel:`Attendees` pop-up window appears, containing all the "
|
||
"questions that have been configured in the *Questions* tab of the event form"
|
||
" for this particular event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst-1
|
||
msgid ""
|
||
"The attendees pop-up window that appears on the event's website when 'Ok' is"
|
||
" clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:129
|
||
msgid ""
|
||
"If multiple tickets are being purchased at once, there are numbered sections"
|
||
" for each individual ticket registrant, each containing the same questions. "
|
||
"However, if any question has been configured with the *Ask once per order* "
|
||
"setting, that question is only asked once -- and **not** for every attendee "
|
||
"making the reservation in the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:134
|
||
msgid ""
|
||
"With all necessary information entered, the visitor can then click the "
|
||
":guilabel:`Go to Payment` button. Doing so first takes the visitor to a "
|
||
":guilabel:`Billing` confirmation page, followed by a :guilabel:`Payment` "
|
||
"confirmation page, where they can utilize any configured payment method set "
|
||
"up in the database to complete the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:139
|
||
msgid ""
|
||
"Then, once the purchase is complete on the front-end of the website, the "
|
||
"subsequent sales order is instantly accessible in the back-end of the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:3
|
||
msgid "Talks, proposals, and agenda"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:5
|
||
msgid ""
|
||
"With Odoo *Events*, users can utilize a fully-integrated event website, "
|
||
"where attendees can quickly access various tracks (talks, presentations, "
|
||
"etc.), view entire agendas, and propose talks for the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:10
|
||
msgid "Event website"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:12
|
||
msgid ""
|
||
"To access an event website, navigate to the specific event form in the Odoo "
|
||
"*Events* app, and click the :guilabel:`Go to Website` smart button. Or, "
|
||
"while on the Odoo-built website for the company, click the "
|
||
":guilabel:`Events` header option, and select the desired event to view that "
|
||
"event's website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:17
|
||
msgid ""
|
||
"On the event website, there is an event-specific subheader menu with "
|
||
"different options to choose from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:20
|
||
msgid ""
|
||
"With the *Schedule & Tracks* setting enabled in the Odoo *Events* app, the "
|
||
"following links are automatically added to the subheader menu, located on "
|
||
"the event website: :guilabel:`Talks`, :guilabel:`Talk Proposals`, and "
|
||
":guilabel:`Agenda`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:28
|
||
msgid ""
|
||
"To enable the :guilabel:`Schedule & Tracks` setting, navigate to "
|
||
":menuselection:`Events app --> Configuration --> Settings`, tick the "
|
||
"checkbox beside :guilabel:`Schedule & Tracks`, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:33
|
||
msgid "Talks page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:35
|
||
msgid ""
|
||
"The :guilabel:`Talks` link takes the attendee to a page filled with all the "
|
||
"planned tracks for the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid ""
|
||
"The Talks page on an event website built through the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:42
|
||
msgid ""
|
||
"At the top of :guilabel:`Talks` page, there are drop-down filter menus "
|
||
"beside a :guilabel:`Search a talk...` search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:45
|
||
msgid ""
|
||
"The first drop-down filter menu (with the starting title: "
|
||
":guilabel:`Favorites`) is the only drop-down filter menu that appears by "
|
||
"default. When clicked, the resulting menu presents two options: "
|
||
":guilabel:`Favorites` and :guilabel:`All Talks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:49
|
||
msgid ""
|
||
"Selecting :guilabel:`Favorites` shows *only* the tracks that have been "
|
||
"favorited by the attendee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:52
|
||
msgid ""
|
||
"If no tracks have been favorited, and the :guilabel:`Favorites` filter is "
|
||
"selected, Odoo presents all the event tracks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:55
|
||
msgid ""
|
||
"Selecting :guilabel:`All Talks` shows *all* the tracks, regardless if they "
|
||
"have been favorited or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:58
|
||
msgid ""
|
||
"The other drop-down filter menus that appear on this page are related to any"
|
||
" configured tags (and tag categories) created for event tracks in the "
|
||
"backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:62
|
||
msgid ""
|
||
"To add tags and tag categories to track forms, open a desired event track "
|
||
"form, and start typing a new tag in the :guilabel:`Tags` field. Then, click "
|
||
":guilabel:`Create and edit...` from the resulting drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:66
|
||
msgid "Doing so reveals a :guilabel:`Create Tags` pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid ""
|
||
"The Create Tags pop-up form that coincides with drop-down filter menus on "
|
||
"Talks page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:72
|
||
msgid ""
|
||
"From here, users see the recently added tag in the :guilabel:`Tag Name` "
|
||
"field. Beneath that, there is an option to add a specific :guilabel:`Color "
|
||
"Index` to the tag for added organization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:75
|
||
msgid ""
|
||
"Lastly, there is the :guilabel:`Category` field, where users can either "
|
||
"select a pre-existing category for this new tag, or create a new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:78
|
||
msgid ""
|
||
"All options in the :guilabel:`Category` field for tags appear as their own "
|
||
"drop-down filter menu on the :guilabel:`Talks` page, located on the event "
|
||
"website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:81
|
||
msgid ""
|
||
"Beneath the drop-down filter menus at the top of the :guilabel:`Talks` page,"
|
||
" there is a list of planned tracks for the specific event, organized by day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:84
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:141
|
||
msgid ""
|
||
"If an attendee wishes to favorite a track, they can click the :icon:`fa-"
|
||
"bell-o` :guilabel:`(empty bell)` icon, located to the right of the track "
|
||
"title. Attendees will know a track has been favorited when they notice the "
|
||
"icon has been changed to :icon:`fa-bell` :guilabel:`(filled bell)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:88
|
||
msgid ""
|
||
"Favoriting a track this way places it on the list of :guilabel:`Favorites`, "
|
||
"which is accessible from the default drop-down filter menu, located at the "
|
||
"top of the :guilabel:`Talks` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:92
|
||
msgid "Talk Proposals page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:94
|
||
msgid ""
|
||
"The :guilabel:`Talk Proposals` link takes attendees to a page on the event "
|
||
"website, wherein they can formerly submit a proposal for a talk "
|
||
"(:dfn:`track`) for the event, via a custom online form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid ""
|
||
"The Talk Proposals page on the event website built with the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:101
|
||
msgid ""
|
||
"In addition to the form, an introduction to the page, along with any other "
|
||
"pertinent information related to the types of talks the event will feature "
|
||
"can be added, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:104
|
||
msgid ""
|
||
"The talk proposal form can be modified in a number of different ways, via "
|
||
"the web builder tools, accessible by clicking :guilabel:`Edit` while on the "
|
||
"specific page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:107
|
||
msgid ""
|
||
"Then, proceed to edit any of the default fields, or add new forms with the "
|
||
":guilabel:`Form` building block (located in the :guilabel:`Blocks` section "
|
||
"of the web builder tools sidebar)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:110
|
||
msgid ""
|
||
"Once all the necessary information is entered into the form, the attendees "
|
||
"just need to click the :guilabel:`Submit Proposal` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:113
|
||
msgid ""
|
||
"Then, that talk, and all the information entered on the form, can be "
|
||
"accessed on the :guilabel:`Event Tracks` page for that specific event in the"
|
||
" :guilabel:`Proposal` stage, which is accessible via the :guilabel:`Tracks` "
|
||
"smart button on the event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:117
|
||
msgid ""
|
||
"At that point, an internal user can review the proposed talk, and choose to "
|
||
"accept or deny the proposal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:120
|
||
msgid ""
|
||
"If accepted, the internal user can then move the track to the next "
|
||
"appropriate stage in the Kanban pipeline on the :guilabel:`Event Tracks` "
|
||
"page for the event. Then, they can open that track form, and click the "
|
||
":guilabel:`Go to Website` smart button to reveal that track's page on the "
|
||
"event website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:125
|
||
msgid ""
|
||
"From there, they can toggle the :guilabel:`Unpublished` switch in the header"
|
||
" to :guilabel:`Published`, which allows all event attendees to view and "
|
||
"access the talk."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:129
|
||
msgid "Agenda page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:131
|
||
msgid ""
|
||
"The :guilabel:`Agenda` link takes attendees to a page on the event website, "
|
||
"showcasing an event calendar, depicting when (and where) events are taking "
|
||
"place for that specific event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid ""
|
||
"The event Agenda page on the event website built with the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:138
|
||
msgid ""
|
||
"Clicking any track on the calendar takes the attendee to that specific "
|
||
"track's detail page on the event website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:5
|
||
msgid "Marketing Automation"
|
||
msgstr "Markkinointiautomaatio"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:7
|
||
msgid ""
|
||
"Use the Odoo **Marketing Automation** application to create dynamic "
|
||
"campaigns with actions that automatically occur within a defined duration, "
|
||
"such as sending a series of timed mass emails or engaging with leads based "
|
||
"on their interactions with marketing campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:11
|
||
msgid ""
|
||
"While the application is designed to be user-friendly for creating, "
|
||
"launching, and reviewing marketing campaigns, it also provides advanced "
|
||
"features to automate repetitive tasks throughout the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:15
|
||
msgid ""
|
||
"Get started by creating a :ref:`new campaign from scratch "
|
||
"<marketing_automation/campaigns>` or start with a :ref:`campaign template "
|
||
"<marketing_automation/campaign-templates>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:19
|
||
#: ../../content/applications/marketing/sms_marketing.rst:17
|
||
#: ../../content/applications/marketing/social_marketing.rst:12
|
||
msgid ""
|
||
"`Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:46
|
||
msgid ""
|
||
"To begin, make sure the **Marketing Automation** application is "
|
||
":ref:`installed <general/install>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:49
|
||
msgid ""
|
||
"Installing the **Marketing Automation** application also installs the "
|
||
":doc:`Email Marketing <email_marketing>` app, as most features of Odoo "
|
||
"**Marketing Automation** are dependent on that specific application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:53
|
||
msgid ""
|
||
"Additionally, install the :doc:`CRM <../sales/crm>` and :doc:`SMS Marketing "
|
||
"<sms_marketing>` applications to access *all* of the features available in "
|
||
"**Marketing Automation**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:56
|
||
msgid ""
|
||
"The following documentation assumes that all three of these dependent "
|
||
"applications are installed on the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:62
|
||
msgid "Campaigns"
|
||
msgstr "Kampanjat"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:64
|
||
msgid ""
|
||
"A *campaign* refers to a workflow of activities that are automatically "
|
||
"executed to a target audience, based on predefined filters, triggers, and "
|
||
"durations of activities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:67
|
||
msgid ""
|
||
"A new campaign can be created from scratch or from a :ref:`template "
|
||
"<marketing_automation/campaign-templates>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:70
|
||
msgid ""
|
||
"To create a campaign, navigate to the :menuselection:`Marketing Automation` "
|
||
"application and click the :guilabel:`New` button to reveal a new campaign "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:76
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates.rst:5
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.rst:82
|
||
msgid "Campaign templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:78
|
||
msgid ""
|
||
"Odoo provides six campaign templates to help users get started. The campaign"
|
||
" template cards **only** display when there are no existing campaigns in the"
|
||
" database. Once a campaign has been created, the template cards on the "
|
||
"*Campaigns* dashboard are replaced with a Kanban view of the existing "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:83
|
||
msgid ""
|
||
"To get started with a template, navigate to the :menuselection:`Marketing "
|
||
"Automation` application, from the main Odoo dashboard, to open the "
|
||
":guilabel:`Campaigns` dashboard, which displays six :doc:`campaign template "
|
||
"<marketing_automation/campaign_templates>` cards:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ":icon:`fa-tag` :guilabel:`Tag Hot Contacts`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ""
|
||
":guilabel:`Send a welcome email to contacts and tag them if they click it.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ":icon:`fa-hand-peace-o` :guilabel:`Welcome Flow`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ""
|
||
":guilabel:`Send a welcome email to new subscribers, remove the address that "
|
||
"bounced.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ""
|
||
":icon:`fa-check-square` :doc:`Double Opt-in "
|
||
"<marketing_automation/campaign_templates/double_optin>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ":guilabel:`Send an email to new recipients to confirm their consent.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ":icon:`fa-search` :guilabel:`Commercial prospection`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ":guilabel:`Send a free catalog and follow-up according to reactions.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ":icon:`fa-phone` :guilabel:`Schedule Calls`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ""
|
||
":guilabel:`If a lead is created for existing contact, schedule a call with "
|
||
"their salesperson.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ":icon:`fa-star` :guilabel:`Prioritize Hot leads`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:0
|
||
msgid ""
|
||
":guilabel:`Send an email to new leads and assign them a high priority if "
|
||
"they open it.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst-1
|
||
msgid ""
|
||
"Six campaign template cards on the Campaigns dashboard of the Marketing "
|
||
"Automation app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:104
|
||
msgid ""
|
||
"These templates are designed to be used as starting points for creating new "
|
||
"campaigns. Click one of the template cards to open the campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:108
|
||
msgid ""
|
||
"To display the campaign template cards again after a campaign has been "
|
||
"created, type the name of a campaign that does **not** exist in the database"
|
||
" into the search bar, then press :kbd:`Enter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:111
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:33
|
||
msgid ""
|
||
"For example, searching for `empty` displays the campaign template cards "
|
||
"again, as long as there is not a campaign with the name \"empty\" in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:115
|
||
msgid "Targets and filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:117
|
||
msgid ""
|
||
"On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section,"
|
||
" also referred to as the domain, contains the fields used to define the "
|
||
"target audience for the campaign's reach (i.e., the unique contact records "
|
||
"in the database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:121
|
||
msgid ""
|
||
"The target audience specifies the type of records available for use in the "
|
||
"campaign, such as *Lead/Opportunity*, *Event Registration*, *Contact*, and "
|
||
"more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:125
|
||
msgid "Records"
|
||
msgstr "Tiedot"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:127
|
||
msgid ""
|
||
"The contacts in the system that fit the specified criteria for a campaign "
|
||
"are referred to as *records*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:130
|
||
msgid ""
|
||
"The number of records that are displayed next to the campaign "
|
||
":guilabel:`Filter` represent the total number of records the campaign is "
|
||
"targeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:134
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:157
|
||
msgid "Participants"
|
||
msgstr "Ilmoittautuneita yhteensä"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:136
|
||
msgid ""
|
||
"The records that are engaged by the campaign are referred to as "
|
||
"*participants*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:138
|
||
msgid ""
|
||
"The number of participants engaged in a test run are shown in the *Tests* "
|
||
"smart button, which displays on the top of the campaign form after a test "
|
||
"has been run."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:141
|
||
msgid ""
|
||
"The number of participants engaged in a running, or stopped, campaign are "
|
||
"shown in the *Participants* smart button at the top of the campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:145
|
||
msgid ":doc:`Audience targeting <marketing_automation/target_audience>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:148
|
||
msgid "Workflow"
|
||
msgstr "Työnkulku"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:150
|
||
msgid ""
|
||
"A *workflow* consists of an activity, many activities, or a sequence of "
|
||
"activities organized in a campaign. A campaign's workflow is defined in the "
|
||
":guilabel:`Workflow` section of the campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:154
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:19
|
||
msgid "Activities"
|
||
msgstr "Toimenpiteet"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:156
|
||
msgid ""
|
||
"*Activities* are the methods of communication or server actions, organized "
|
||
"in a workflow, that are executed within a campaign. Once running, each "
|
||
"activity displays the number of participants that are engaged by the "
|
||
"activity as *Success* and *Rejected* counts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:160
|
||
msgid ""
|
||
"To create one of the following activities, click :guilabel:`Add new "
|
||
"activity` in the :guilabel:`Workflow` section of the campaign form:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:163
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:53
|
||
msgid ""
|
||
":ref:`Email <marketing_automation/email-activity-type>`: an email that is "
|
||
"sent to the target audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:165
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:55
|
||
msgid ""
|
||
":ref:`Server action <marketing_automation/sa-activity-type>`: an internal "
|
||
"action within the database that is executed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:167
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:57
|
||
msgid ""
|
||
":ref:`SMS <marketing_automation/sms-activity-type>`: a text message that is "
|
||
"sent to the target audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:171
|
||
msgid ":doc:`marketing_automation/workflow_activities`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:174
|
||
msgid "Testing and running"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:176
|
||
msgid ""
|
||
"Once a campaign has been created, it can be tested to ensure the workflow is"
|
||
" functioning as expected, to check for errors, and correct any mistakes "
|
||
"before it reaches its target audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:179
|
||
msgid ""
|
||
"After testing, the campaign can be launched to start engaging the target "
|
||
"audience. The campaign can also be launched *without* testing, if the user "
|
||
"is confident in the workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:183
|
||
msgid ":doc:`marketing_automation/testing_running`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:186
|
||
msgid "Reporting"
|
||
msgstr "Raportointi"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:188
|
||
msgid ""
|
||
"A range of reporting metrics are available to measure the success of each "
|
||
"campaign. Navigate to :menuselection:`Marketing Automation app --> "
|
||
"Reporting` to access the following menu options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:191
|
||
msgid ""
|
||
":guilabel:`Link Tracker`: displays the metrics of links to track the number "
|
||
"of clicks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:192
|
||
msgid ""
|
||
":guilabel:`Traces`: displays the results of all activities from all "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:193
|
||
msgid ""
|
||
":guilabel:`Participants`: displays an overview of the participants of all "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:195
|
||
msgid ""
|
||
"Additionally, each activity within the workflow of a campaign displays its "
|
||
"engagement metrics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:198
|
||
msgid ":doc:`marketing_automation/understanding_metrics`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:3
|
||
msgid "Double Opt-in"
|
||
msgstr "Kaksinkertainen markkinointivahvistus"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:5
|
||
msgid ""
|
||
"A *double opt-in*, also referred to as a *confirmed opt-in*, may be required"
|
||
" in some countries for marketing communications, due to anti-SPAM laws. "
|
||
"Confirming consent has several other benefits, as well: it validates email "
|
||
"addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only"
|
||
" includes engaged contacts in the mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:10
|
||
msgid ""
|
||
"When the *Double Opt-in* campaign template is used, a new mailing list "
|
||
"titled, *Confirmed contacts* is created in the *Email Marketing* app, and "
|
||
"any new mailing list contacts that are added to the default *Newsletter* "
|
||
"mailing list are sent a confirmation email to double opt-in. The contacts "
|
||
"that click on the confirmation link in the email are automatically added to "
|
||
"the *Confirmed contacts* mailing list in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:17
|
||
msgid ""
|
||
"When using the *Double Opt-in* campaign template, only the contacts in the "
|
||
"*Confirmed contacts mailing* list are considered to have confirmed their "
|
||
"consent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:23
|
||
msgid "Use the Double Opt-in campaign template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:25
|
||
msgid ""
|
||
"Open the :menuselection:`Marketing Automation` app, and select the "
|
||
":guilabel:`Double Opt-in` campaign template to create a new campaign for "
|
||
"confirming consent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:29
|
||
msgid ""
|
||
"The campaign templates do **not** display, by default, when there are "
|
||
"existing *Marketing Automation* campaigns. To display the campaign "
|
||
"templates, type the name of a campaign (that does not exist in the database)"
|
||
" into the :guilabel:`Search...` bar, then press :kbd:`Enter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:37
|
||
msgid "Campaign configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:39
|
||
msgid ""
|
||
"Upon creation of the campaign, the campaign form loads with a new "
|
||
"preconfigured campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:41
|
||
msgid ""
|
||
"The :guilabel:`Target` and :guilabel:`Filter` configurations of the campaign"
|
||
" are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:43
|
||
msgid ":guilabel:`Name`: `Double Opt-in`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:44
|
||
msgid ":guilabel:`Responsible`\\*: The user who created the campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:45
|
||
msgid ":guilabel:`Target`: :guilabel:`Mailing Contact`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:46
|
||
msgid ":guilabel:`Unicity based on`: :guilabel:`Email (Mailing Contact)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:47
|
||
msgid ":guilabel:`Filter`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:49
|
||
msgid ":guilabel:`Email` :guilabel:`is set`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:50
|
||
msgid ":guilabel:`Blacklist` :guilabel:`is not` :guilabel:`set`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:51
|
||
msgid ":guilabel:`Mailing lists` :guilabel:`contains` `Newsletter`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:53
|
||
msgid ""
|
||
"\\* The :guilabel:`Responsible` field is only visible with :ref:`developer-"
|
||
"mode` activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:56
|
||
msgid ""
|
||
"The :guilabel:`Target` model of the campaign should **not** be modified. "
|
||
"Changing the :guilabel:`Target` model with activities in the "
|
||
":guilabel:`Workflow` invalidates the existing activities in the "
|
||
":guilabel:`Workflow`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:60
|
||
msgid ""
|
||
"The *Double Opt-in* campaign template is intended to **only** use the "
|
||
":guilabel:`Mailing Contact` model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:63
|
||
msgid ""
|
||
"The campaign loads two activities in the :guilabel:`Workflow` section of the"
|
||
" campaign: an email activity, with a child server action activity that "
|
||
"triggers *on click*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:66
|
||
msgid ""
|
||
"By default, the `Confirmation` email activity is set to trigger :guilabel:`1"
|
||
" Hours` after the beginning of the workflow. In other words, the email is "
|
||
"sent 1 hour after a new contact is added to the *Newsletter* mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:70
|
||
msgid ""
|
||
"The email activity uses the preconfigured *Confirmation* email template, "
|
||
"which contains a button for the contact to click to confirm their consent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:73
|
||
msgid ""
|
||
"To modify the email template, select the :icon:`fa-envelope-o` "
|
||
":guilabel:`Templates` smart button at the top of the campaign form. Then, in"
|
||
" the list of templates, select the `Confirmation` email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:77
|
||
msgid ""
|
||
"Be sure to personalize the contents of the email template; however, it is "
|
||
"recommended to keep the contents of double opt-in confirmation emails short "
|
||
"and to-the-point."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:80
|
||
msgid ""
|
||
"The default confirmation button, in the body of the template, links directly"
|
||
" to the database's website homepage. Click on the button to edit the button "
|
||
"text and URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84
|
||
msgid ""
|
||
"To provide a streamlined experience for the contact, consider :doc:`creating"
|
||
" a page on the website <../../../websites/website/pages>` that expresses "
|
||
"gratitude to the contact for confirming their subscription to the mailing "
|
||
"list. Add the link to that page in the URL of the confirmation button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90
|
||
msgid ""
|
||
"The email template should only include a single call-to-action link for "
|
||
"confirmation, other than an unsubscribe link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:93
|
||
msgid ""
|
||
"Any click on a link (or button) included in the confirmation email, besides "
|
||
"the unsubscribe button, triggers the *Add to list* server action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:96
|
||
msgid ""
|
||
"The child activity *Add to list* server action's *On click* trigger cannot "
|
||
"differentiate between multiple URLs in an email, besides the "
|
||
"`/unsubscribe_from_list` unsubscribe button that is included in any one of "
|
||
"the footer blocks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:100
|
||
msgid ""
|
||
"The `Add to list` server action activity triggers immediately after a click "
|
||
"in the parent `Confirmation` email activity is detected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:103
|
||
msgid ""
|
||
"When triggered, the `Add to list` activity executes the *Add To Confirmed "
|
||
"List* server action, automatically adding the contact to the *Confirmed "
|
||
"contacts* mailing list, if they are not already in the mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:107
|
||
msgid ""
|
||
"To modify the server action, select the title of the activity to open the "
|
||
":guilabel:`Open: Activities` pop-up window and edit the server action "
|
||
"activities configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:111
|
||
msgid ""
|
||
"Consider setting an :guilabel:`Expiry Duration` to prevent executing the "
|
||
"activity after a specific amount of time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:115
|
||
msgid ""
|
||
"It is not recommended to modify the preconfigured Python code in the "
|
||
":guilabel:`Add To Confirmed List` server action, as doing so may trigger a "
|
||
"change in the database's pricing plan."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:118
|
||
msgid ""
|
||
"Once the campaign configuration is complete, consider :doc:`launching a test"
|
||
" <../testing_running>` to verify the campaign executes as expected. If the "
|
||
"campaign testing is successful, :guilabel:`Start` the campaign to begin "
|
||
"sending double opt-in confirmation emails to *Newsletter* mailing list "
|
||
"contacts, and fill the *Confirmed contacts* mailing list with engaged "
|
||
"contacts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:126
|
||
msgid "Double Opt-in use-case"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:129
|
||
msgid ""
|
||
"To prepare for sending newsletter marketing emails on an Odoo database, a "
|
||
"mailing contact list must be procured. One way of collecting subscribers is "
|
||
"through a sign-up form on the website that adds contacts to the *Newsletter*"
|
||
" mailing list on the form submission."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1
|
||
msgid "Newsletter sign-up form on Odoo website footer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:137
|
||
msgid ""
|
||
"Before sending any marketing emails, :ref:`use the Double Opt-in campaign "
|
||
"template <marketing_automation/template/using-double-optin>` in the "
|
||
"*Marketing Automation* app to confirm marketing email consent from the "
|
||
"contacts in the *Newsletter* mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:141
|
||
msgid ""
|
||
"After launching the *Double Opt-in* campaign, view the contacts that have "
|
||
"double opt-in in the *Confirmed contacts* mailing list "
|
||
"(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst-1
|
||
msgid "Activity metrics on the campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:149
|
||
msgid ""
|
||
"Now, the *Confirmed contacts* mailing list is ready to be used for sending "
|
||
"newsletter marketing emails from an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:153
|
||
msgid ":doc:`../understanding_metrics`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:154
|
||
msgid ":doc:`../../email_marketing/mailing_lists`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:155
|
||
msgid ":doc:`../../email_marketing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:3
|
||
msgid "Audience targeting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:5
|
||
msgid ""
|
||
"The :guilabel:`Target` and :guilabel:`Filter` fields on the campaign form, "
|
||
"also referred to as the *domain*, contain the parameters used to define the "
|
||
"target audience for the campaign's reach (i.e., the unique contact records "
|
||
"in the database, and imported list, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:9
|
||
msgid ""
|
||
":guilabel:`Target`: specifies the type of records available for use in the "
|
||
"campaign, such as :guilabel:`Lead/Opportunity`, :guilabel:`Event "
|
||
"Registration`, :guilabel:`Contact`, The assigned records model determines "
|
||
"the fields that are available throughout the campaign, including the fields "
|
||
"available in the :guilabel:`Filter` section, and in dynamic placeholders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:13
|
||
msgid ""
|
||
":guilabel:`Save as Favorite Filter`: saves the current :guilabel:`Filter` "
|
||
"for future use with the current :guilabel:`Target` model, and can be managed"
|
||
" from the :menuselection:`Marketing Automation app --> Configuration --> "
|
||
"Favorite Filters` menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:16
|
||
msgid ""
|
||
":guilabel:`Unicity based on`: specifies the :guilabel:`Target` model field "
|
||
"where duplicates should be avoided. Traditionally, the :guilabel:`Email` "
|
||
"field is used, but any available field can be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:19
|
||
msgid ""
|
||
":guilabel:`Filter`: contains an interactive form with configurable logic to "
|
||
"further refine the targeting parameters under the chosen :guilabel:`Target` "
|
||
"model. See more details in the :ref:`marketing_automation/defining-filters` "
|
||
"section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:22
|
||
msgid ""
|
||
":guilabel:`Include archived`: allows or disallows the inclusion of archived "
|
||
"records in the target audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:26
|
||
msgid ""
|
||
"A :guilabel:`Responsible` user can be assigned to the campaign by activating"
|
||
" :ref:`developer-mode`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:30
|
||
msgid ""
|
||
"Each activity in a campaign's workflow can target a subset of the target "
|
||
"audience; see the :doc:`workflow_activities` documentation for more "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:36
|
||
msgid "Defining filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:38
|
||
msgid ""
|
||
"The default campaign :guilabel:`Filter` configuration is set to "
|
||
":guilabel:`Match all records`, indicating that the campaign is targeting "
|
||
"**all** records of the :guilabel:`Target` model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:41
|
||
msgid ""
|
||
"To refine the :guilabel:`Filter` rules of a campaign, click the :guilabel:`➕"
|
||
" Add condition` button to reveal a new row with configurable rule "
|
||
"parameters. See the :ref:`Search, filter, and group records <search/custom-"
|
||
"filters>` documentation for more information on how to create filter rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst-1
|
||
msgid "A new filter rule row on the campaign form Filters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:49
|
||
msgid ""
|
||
"At the bottom of the filter rules is a :guilabel:`# record(s)` button, which"
|
||
" indicates the total number of records targeted by this domain. Select the "
|
||
":guilabel:`# record(s)` button to open a :guilabel:`Selected records` pop-up"
|
||
" window, in which the targeted records can be viewed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:54
|
||
msgid ""
|
||
"Activate :ref:`developer-mode` to reveal each field's technical name and "
|
||
"data type, as well as the :guilabel:`# Code editor` text area below the "
|
||
"filter rules, to view and edit the domain manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:59
|
||
msgid ""
|
||
"To target all leads and opportunities from the *CRM* app that are in the "
|
||
"*New* stage, and have an expected revenue greater than $1,000, the following"
|
||
" should be entered:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:62
|
||
msgid ":guilabel:`Target`: `Lead/Opportunity`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:63
|
||
msgid ":guilabel:`Unicity based on`: `Email (Lead/Opportunity)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:64
|
||
msgid ""
|
||
":guilabel:`Filter`: :guilabel:`Match` :guilabel:`all 🔽 (down arrow)` "
|
||
":guilabel:`of the following rules:`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:67
|
||
msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`New`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:68
|
||
msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:69
|
||
msgid ":guilabel:`any 🔽 (down arrow)` :guilabel:`of:`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:71
|
||
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:72
|
||
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:74
|
||
msgid ""
|
||
"With the above configuration, the campaign targets :guilabel:`157 "
|
||
"record(s)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:0
|
||
msgid "A domain configuration in a Marketing Automation campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:81
|
||
msgid ":ref:`Domain developer documentation <reference/orm/domains>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:82
|
||
#: ../../content/applications/marketing/marketing_automation/testing_running.rst:153
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:50
|
||
msgid ":doc:`workflow_activities`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:83
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:335
|
||
msgid ":doc:`testing_running`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/target_audience.rst:84
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:336
|
||
msgid ":doc:`understanding_metrics`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/testing_running.rst:3
|
||
msgid "Testing/running campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/testing_running.rst:10
|
||
msgid "Test campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/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:`workflow_activities` documentation)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/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/testing_running.rst-1
|
||
msgid ""
|
||
"Launch a test button on a campaign detail form in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/testing_running.rst:30
|
||
msgid "When clicked, a :guilabel:`Launch a test` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/testing_running.rst-1
|
||
msgid "Launch a test pop-up window that appears in Odoo Markting Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/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/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/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/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/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/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/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/testing_running.rst-1
|
||
msgid "Test screen in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/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/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/testing_running.rst-1
|
||
msgid "Workflow test progress in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/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/testing_running.rst:92
|
||
msgid "Run campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/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/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/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/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/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/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/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/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/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/testing_running.rst:133
|
||
msgid "Stop campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/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/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/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/testing_running.rst:151
|
||
msgid ":doc:`Campaign configuration <../marketing_automation>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/testing_running.rst:152
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:337
|
||
msgid ":doc:`target_audience`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:3
|
||
msgid "Campaign metrics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/understanding_metrics.rst:10
|
||
msgid "Activity analytics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/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/understanding_metrics.rst-1
|
||
msgid ""
|
||
"An activity block in the workflow section with useful analytical data in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:21
|
||
msgid ""
|
||
"To the left of the activity block, the configured :doc:`trigger time "
|
||
"<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/understanding_metrics.rst:26
|
||
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/understanding_metrics.rst:0
|
||
msgid ""
|
||
"Time trigger display when dependent on another activity in Odoo Marketing "
|
||
"Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:34
|
||
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/understanding_metrics.rst:40
|
||
msgid ""
|
||
"The activity type name is also displayed in smaller font below the activity "
|
||
"title."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:42
|
||
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/understanding_metrics.rst:45
|
||
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/understanding_metrics.rst:53
|
||
msgid "Activity graph tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:55
|
||
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/understanding_metrics.rst:59
|
||
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/understanding_metrics.rst:63
|
||
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/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/understanding_metrics.rst:70
|
||
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/understanding_metrics.rst:76
|
||
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/understanding_metrics.rst:80
|
||
msgid "Activity filter tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:82
|
||
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/understanding_metrics.rst-1
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst-1
|
||
msgid ""
|
||
"What a campaign activity filter tab looks like in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:89
|
||
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/understanding_metrics.rst:94
|
||
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/understanding_metrics.rst:98
|
||
msgid "Link tracker"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:100
|
||
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/understanding_metrics.rst:108
|
||
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/understanding_metrics.rst:112
|
||
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/understanding_metrics.rst:115
|
||
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/understanding_metrics.rst:120
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:152
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:179
|
||
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/understanding_metrics.rst:125
|
||
msgid "Traces"
|
||
msgstr "Jäljet"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:127
|
||
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/understanding_metrics.rst-1
|
||
msgid "The Traces page in the Odoo Marketing Automation application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:135
|
||
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/understanding_metrics.rst:139
|
||
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/understanding_metrics.rst:143
|
||
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/understanding_metrics.rst:147
|
||
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/understanding_metrics.rst:159
|
||
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/understanding_metrics.rst-1
|
||
msgid "The Participants page in the Odoo Marketing Automation application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/understanding_metrics.rst:167
|
||
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/understanding_metrics.rst:171
|
||
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/understanding_metrics.rst:174
|
||
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/workflow_activities.rst:3
|
||
msgid "Campaign workflow activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:5
|
||
msgid ""
|
||
"A *workflow* is the overall *activity* structure of a marketing automation "
|
||
"campaign. There can only be a single workflow in each campaign. However, a "
|
||
"workflow can be made up of any number of :ref:`activities "
|
||
"<marketing_automation/activities>` to meet the needs of the campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:13
|
||
msgid "A workflow in an Odoo Marketing Automation campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:13
|
||
msgid ""
|
||
"Workflow sequence of three activities; the last child activity has a "
|
||
":ref:`trigger type <marketing_automation/trigger-type>` of **Mail: not "
|
||
"opened**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:21
|
||
msgid ""
|
||
"Activities are the methods of communication or server actions, organized in "
|
||
"a workflow, that are executed within a campaign; they are the building "
|
||
"blocks of the campaign's workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:24
|
||
msgid ""
|
||
"A new activity can be added to the workflow on a campaign form by selecting "
|
||
"an existing campaign or :ref:`creating a new campaign "
|
||
"<marketing_automation/campaigns>` from the :menuselection:`Marketing "
|
||
"Automation app --> Campaigns` dashboard, then clicking the :guilabel:`Add "
|
||
"new activity` button in the :guilabel:`Workflow` section. Doing so opens the"
|
||
" :guilabel:`Create Activities` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:29
|
||
msgid ""
|
||
"First, define the name of the activity in the :guilabel:`Activity Name` "
|
||
"field, and select the :ref:`type of activity <marketing_automation/activity-"
|
||
"types>` to be executed from the :guilabel:`Activity Type` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:33
|
||
msgid ""
|
||
"Then, configure the activity's :ref:`Trigger "
|
||
"<marketing_automation/trigger>`, and optionally, the :ref:`Expiry Duration "
|
||
"<marketing_automation/expiry-duration>` and the :ref:`DOMAIN "
|
||
"<marketing_automation/activity-domain>` of the activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:37
|
||
msgid ""
|
||
"Once the activity is fully configured, click :guilabel:`Save & Close` to add"
|
||
" it to the campaign's workflow, or click :guilabel:`Save & New` to add the "
|
||
"activity to the workflow and open a new :guilabel:`Create Activities` pop-up"
|
||
" window to add another activity. Clicking :guilabel:`Discard` closes the "
|
||
"pop-up window without saving the activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst-1
|
||
msgid "The create activities pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:49
|
||
msgid "Activity types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:51
|
||
msgid ""
|
||
"There are three different types of activities available in the *Marketing "
|
||
"Automation* app:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:63
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:288
|
||
msgid "Email"
|
||
msgstr "Sähköposti"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:65
|
||
msgid ""
|
||
"If :guilabel:`Email` is selected as the :guilabel:`Activity Type`, the "
|
||
"option to :guilabel:`Pick a Template` in the :guilabel:`Mail Template` field"
|
||
" is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:68
|
||
msgid ""
|
||
"To create a new template directly from the :guilabel:`Mail Template` field, "
|
||
"start typing the title of the new template, then select :guilabel:`Create "
|
||
"and edit...` to reveal a :guilabel:`Create Marketing Template` pop-up "
|
||
"window. Proceed to create and configure the new email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst-1
|
||
#: ../../content/applications/marketing/marketing_automation/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/workflow_activities.rst:76
|
||
msgid ""
|
||
"Once the email template is configured, click :guilabel:`Save & Close` to "
|
||
"save the activity, and return to the :guilabel:`Create Activities` pop-up "
|
||
"window, in order to continue to configure the :ref:`trigger "
|
||
"<marketing_automation/trigger>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:81
|
||
msgid ""
|
||
"The title used for the :guilabel:`Mail Template` **must** be unique from any"
|
||
" other mail template titles in the campaign, and it also serves as the "
|
||
"subject of the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:85
|
||
msgid ":doc:`Creating and configuring email templates <../email_marketing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:90
|
||
msgid "Server action"
|
||
msgstr "Palvelintoiminto"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:92
|
||
msgid ""
|
||
"If :guilabel:`Server Action` is selected as the :guilabel:`Activity Type`, "
|
||
"the option to :guilabel:`Pick a Server Action` in the :guilabel:`Server "
|
||
"Action` field is available. This field is a drop-down menu containing all "
|
||
"the pre-configured server actions for the campaign's :guilabel:`Target` "
|
||
"model. Optionally, :ref:`create a new server action "
|
||
"<marketing_automation/create-sa>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst-1
|
||
msgid "The Server Action drop-down menu on create activities pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:102
|
||
msgid ""
|
||
"After selecting a pre-configured server action, no other activity type "
|
||
"configuration is needed. Click :guilabel:`Save & Close` to save the "
|
||
"activity, and return to the :guilabel:`Create Activities` pop-up window, in "
|
||
"order to configure the :ref:`trigger <marketing_automation/trigger>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:107
|
||
msgid ""
|
||
"To view all server actions in the database, activate :ref:`developer-mode`, "
|
||
"and navigate to :menuselection:`Settings app --> Technical --> Actions --> "
|
||
"Server Actions` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:113
|
||
msgid "Create a new server action"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:115
|
||
msgid ""
|
||
"The option to create a new server action is also available. To do so, type "
|
||
"in the :guilabel:`Server Action` field a title for the new action, then "
|
||
"click :guilabel:`Create and edit...`. Doing so reveals a blank "
|
||
":guilabel:`Create Server Action` pop-up window, wherein a custom server "
|
||
"action can be created and configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst-1
|
||
msgid "The Create Server Action pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:124
|
||
msgid ""
|
||
"On the :guilabel:`Create Server Action` pop-up window, select the "
|
||
":guilabel:`Type` of server action. The configuration fields change, "
|
||
"depending on the selected :guilabel:`Type`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:127
|
||
msgid ":guilabel:`Update Record`: update the values of a record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:128
|
||
msgid ""
|
||
":guilabel:`Create Activity`: create an activity with the *Discuss* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:129
|
||
msgid ""
|
||
":guilabel:`Send Email`: post a message, a note, or send an email with the "
|
||
"*Discuss* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:130
|
||
msgid ""
|
||
":guilabel:`Send SMS`: send an SMS, and log them on documents, with the *SMS*"
|
||
" app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:131
|
||
msgid ""
|
||
":guilabel:`Add Followers` or :guilabel:`Remove Followers`: add or remove "
|
||
"followers on a record with the *Discuss* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:133
|
||
msgid ":guilabel:`Create Record`: create a new record with new values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:134
|
||
msgid ":guilabel:`Execute Code`: execute a block of Python code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:135
|
||
msgid ""
|
||
":guilabel:`Send Webhook Notification`: send a POST request to an external "
|
||
"system."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:136
|
||
msgid ""
|
||
":guilabel:`Execute Existing Actions`: define an action that triggers several"
|
||
" other server actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:139
|
||
msgid ""
|
||
"Once the server action is configured, click :guilabel:`Save & Close` to save"
|
||
" the activity, and return to the :guilabel:`Create Activities` pop-up "
|
||
"window, in order to configure the :ref:`trigger "
|
||
"<marketing_automation/trigger>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:144
|
||
msgid ""
|
||
"Some of the server action types have advanced configurations available when "
|
||
":ref:`developer-mode` is activated, such as specifying the "
|
||
":guilabel:`Allowed Groups` that can execute this server action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:151
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:315
|
||
msgid "SMS"
|
||
msgstr "SMS"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:153
|
||
msgid ""
|
||
"If :guilabel:`SMS` is selected as the :guilabel:`Activity Type`, the option "
|
||
"to :guilabel:`Pick a Template` in the :guilabel:`SMS Template` field is "
|
||
"available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:156
|
||
msgid ""
|
||
"To create a new template directly from the :guilabel:`SMS Template` field, "
|
||
"start typing the title of the new template, and select :guilabel:`Create and"
|
||
" edit...` to reveal a :guilabel:`Create Marketing Template` pop-up window. "
|
||
"Proceed to create and configure the new SMS template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:164
|
||
msgid ""
|
||
"Once the SMS template is configured, click :guilabel:`Save & Close` to save "
|
||
"the activity, and return to the :guilabel:`Create Activities` pop-up window,"
|
||
" in order to configure the :ref:`trigger <marketing_automation/trigger>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:169
|
||
msgid ":doc:`Creating and configuring SMS templates <../sms_marketing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:174
|
||
msgid "Trigger"
|
||
msgstr "Liipaisin"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:176
|
||
msgid ""
|
||
"Once an :ref:`activity type <marketing_automation/activity-types>` is "
|
||
"configured, the next step in the :guilabel:`Create Activities` pop-up window"
|
||
" is to define when the activity should be executed. This is done in the "
|
||
":guilabel:`Trigger` field group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst-1
|
||
msgid "The trigger field group on Create Activities pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:184
|
||
msgid ""
|
||
"To set an execution delay for the activity from when the :ref:`trigger type "
|
||
"<marketing_automation/trigger-type>` occurs, type a whole number in the "
|
||
"*interval number* input (e.g. `2` is valid, `0` is also valid, and `1.5` is "
|
||
"not)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:188
|
||
msgid ""
|
||
"Next, select the unit of time for the interval number in the *interval type*"
|
||
" drop-down menu, the options are: :guilabel:`Hours`, :guilabel:`Days`, "
|
||
":guilabel:`Weeks`, and :guilabel:`Months`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:192
|
||
msgid ""
|
||
"If the interval number is set to `0` and the interval type is set to "
|
||
":guilabel:`Hours`, the activity will be executed immediately after the "
|
||
"trigger type occurs (at the next scheduled run of the :ref:`Mail: Email "
|
||
"Queue Manager cron <email-issues-outgoing-execution-time>`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:199
|
||
msgid "Trigger type"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:201
|
||
msgid ""
|
||
"To define the event occurrence that sets the activity into motion, select a "
|
||
"*trigger type* from the drop-down menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:204
|
||
msgid ""
|
||
":guilabel:`beginning of workflow`: the activity is executed when the "
|
||
"campaign is started."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:206
|
||
msgid ""
|
||
"All other trigger types reveal a drop-down menu :guilabel:`Activity` field "
|
||
"containing all of the other activities in the campaign. Selecting one of "
|
||
"these types converts this activity into a :ref:`child activity "
|
||
"<marketing_automation/child-activities>` to be executed directly after the "
|
||
"selected :guilabel:`Activity`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:211
|
||
msgid ""
|
||
":guilabel:`another activity`: to be executed after another activity in the "
|
||
"campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:212
|
||
msgid ""
|
||
":guilabel:`Mail: opened`: the activity's email was opened by the "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:213
|
||
msgid ""
|
||
":guilabel:`Mail: not opened`: the activity's email was **not** opened by the"
|
||
" participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:214
|
||
msgid ""
|
||
":guilabel:`Mail: replied`: the activity's email was replied to by the "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:215
|
||
msgid ""
|
||
":guilabel:`Mail: not replied`: the activity's email was **not** replied to "
|
||
"by the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:216
|
||
msgid ""
|
||
":guilabel:`Mail: clicked`: a link in the activity's email was clicked by the"
|
||
" participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:217
|
||
msgid ""
|
||
":guilabel:`Mail: not clicked`: a link in the activity's email was **not** "
|
||
"clicked by the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:219
|
||
msgid ":guilabel:`Mail: bounced`: the activity's email has bounced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:220
|
||
msgid ""
|
||
":guilabel:`SMS: clicked`: a link in the activity's SMS was clicked by the "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:221
|
||
msgid ""
|
||
":guilabel:`SMS: not clicked`: a link in the activity's SMS was **not** "
|
||
"clicked by the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:222
|
||
msgid ":guilabel:`SMS: bounced`: the activity's SMS has bounced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:225
|
||
msgid ""
|
||
"If the trigger type is set to :guilabel:`Mail: clicked`, this activity is "
|
||
"converted to a :ref:`child activity <marketing_automation/child-activities>`"
|
||
" and will execute **after** a participant clicks on a link from the parent "
|
||
"activity defined in the :guilabel:`Activity` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:232
|
||
msgid "Expiry duration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:234
|
||
msgid ""
|
||
"Optionally, an :guilabel:`Expiry Duration` can be defined in the "
|
||
":guilabel:`Create Activities` pop-up window to cancel the execution of this "
|
||
"activity after a specific amount of time. Selecting this checkbox reveals "
|
||
"the :guilabel:`Cancel after` field with *interval* and *interval type* "
|
||
"inputs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:238
|
||
msgid ""
|
||
"Type a whole number in the interval number input (e.g. `2` is valid, `0` is "
|
||
"also valid, and `1.5` is not). Then, select the unit of time for the "
|
||
"interval number in the interval type drop-down menu, the options are: "
|
||
":guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and "
|
||
":guilabel:`Months`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:243
|
||
msgid ""
|
||
"If the interval number is set to `2` and the interval type is set to "
|
||
":guilabel:`Days`, the activity will be cancelled if it has not been executed"
|
||
" within 2 days of the trigger type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:249
|
||
msgid "Activity domain"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:251
|
||
msgid ""
|
||
"The :guilabel:`DOMAIN` section of the :guilabel:`Create Activities` pop-up "
|
||
"window contains fields to further filter the target audience of the "
|
||
"activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:254
|
||
msgid ""
|
||
"The :guilabel:`Activity Filter` field focuses this activity, **and** its "
|
||
":ref:`child activities <marketing_automation/child-activities>`, even "
|
||
"further on a specific group of the campaign's filter. The process is the "
|
||
"same as :ref:`defining filters <marketing_automation/defining-filters>` for "
|
||
"the campaign, and the fields that are available to filter are also specific "
|
||
"to the :guilabel:`Target` of the campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:260
|
||
msgid ""
|
||
"The :guilabel:`# record(s)` beside the :guilabel:`Activity Filter` field "
|
||
"indicates how many records are currently being targeted by this "
|
||
":guilabel:`Activity Filter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:263
|
||
msgid ""
|
||
"The :guilabel:`Applied Filter` displays the combined filters from the "
|
||
":guilabel:`Activity Filter` and the inherited campaign :doc:`Filter "
|
||
"<target_audience>`. This field is read-only."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:266
|
||
msgid ""
|
||
"The :guilabel:`# record(s)` beside the :guilabel:`Applied Filter` field "
|
||
"indicates how many records, in total, are currently being targeted by the "
|
||
"activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:272
|
||
msgid "Child activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:274
|
||
msgid ""
|
||
"Activities that are connected to, and triggered by, another activity are "
|
||
"known as, *child activities*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:277
|
||
msgid ""
|
||
"The activity that triggers a child activity is known as its *parent "
|
||
"activity*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:279
|
||
msgid ""
|
||
"A child activity can be added to a campaign's workflow by hovering over the "
|
||
":guilabel:`➕ Add child activity` button, located beneath the desired parent "
|
||
"activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:282
|
||
msgid ""
|
||
"The child activity's :ref:`trigger types <marketing_automation/trigger-"
|
||
"type>` are specific to the parent :ref:`activity type "
|
||
"<marketing_automation/activity-types>` (*Email*, *SMS*, or *Server Action*),"
|
||
" and are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:0
|
||
msgid "The trigger types for child activities of an email activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:294
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:321
|
||
msgid ""
|
||
"Each trigger the child activity on the following conditions of the parent "
|
||
"activity:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:296
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:313
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:323
|
||
msgid ""
|
||
":guilabel:`Add Another Activity`: to be executed after the parent activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:297
|
||
msgid ":guilabel:`Opened`: the email was opened by the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:298
|
||
msgid ""
|
||
":guilabel:`Not Opened`: the email was **not** opened by the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:299
|
||
msgid ":guilabel:`Replied`: the email was replied to by the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:300
|
||
msgid ""
|
||
":guilabel:`Not Replied`: the email was **not** replied to by the "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:301
|
||
msgid ""
|
||
":guilabel:`Clicked`: a link in the email was clicked by the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:302
|
||
msgid ""
|
||
":guilabel:`Not Clicked`: a link in the email was **not** clicked by the "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:303
|
||
msgid ":guilabel:`Bounced`: the email has bounced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:305
|
||
msgid "Server Action"
|
||
msgstr "Palvelintoiminto"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:0
|
||
msgid "The trigger types for child activities of a server action activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:311
|
||
msgid ""
|
||
"Triggers the child activity on the following condition of the parent "
|
||
"activity:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:0
|
||
msgid "The trigger types for child activities of an SMS activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:324
|
||
msgid ":guilabel:`Clicked`: a link in the SMS was clicked by the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:325
|
||
msgid ""
|
||
":guilabel:`Not Clicked`: a link in the SMS was **not** clicked by the "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:326
|
||
msgid ":guilabel:`Bounced`: the SMS has bounced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/workflow_activities.rst:328
|
||
msgid ""
|
||
"Once a trigger type is selected, the :guilabel:`Create Activities` pop-up "
|
||
"window opens to configure the child activity. The process is the same as "
|
||
":ref:`creating a new activity <marketing_automation/activities>`, with the "
|
||
"exception that the :guilabel:`Trigger` field is pre-filled with the selected"
|
||
" trigger type, and the :guilabel:`Activity` field has the parent activity "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing.rst:5
|
||
msgid "SMS Marketing"
|
||
msgstr "Tekstiviestimarkkinointi"
|
||
|
||
#: ../../content/applications/marketing/sms_marketing.rst:7
|
||
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.rst:11
|
||
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.rst:49
|
||
msgid "SMS marketing dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing.rst:51
|
||
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.rst:55
|
||
msgid ""
|
||
"The :icon:`oi-view-kanban` :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.rst:60
|
||
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.rst:63
|
||
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.rst:66
|
||
msgid ""
|
||
"The :icon:`oi-view-list` :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.rst:69
|
||
msgid ""
|
||
"The :icon:`fa-calendar` :guilabel:`Calendar` view shows when SMS mailings "
|
||
"are scheduled or have been sent. Clicking a future date opens a blank SMS "
|
||
"template to be scheduled for that date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing.rst:72
|
||
msgid ""
|
||
"Lastly, the :icon:`fa-area-chart` :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/create_sms.rst:3
|
||
msgid "Create SMS messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:5
|
||
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/create_sms.rst-1
|
||
msgid "Creating an SMS marketing template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:12
|
||
msgid ""
|
||
"First, give the mailing a :guilabel:`Subject`, which describes what the "
|
||
"mailing is about."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:14
|
||
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/create_sms.rst:20
|
||
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/create_sms.rst:24
|
||
msgid ""
|
||
"To learn more about mailing lists and contacts, check out "
|
||
":doc:`mailing_lists_blacklists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst-1
|
||
msgid "View of the mailing list page in the SMS marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:30
|
||
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/create_sms.rst:33
|
||
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/create_sms.rst:38
|
||
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/create_sms.rst:41
|
||
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/create_sms.rst:45
|
||
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/create_sms.rst:49
|
||
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/create_sms.rst:0
|
||
msgid "Contact recipients on SMS marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:58
|
||
msgid "Writing SMS messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:60
|
||
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/create_sms.rst:66
|
||
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/create_sms.rst-1
|
||
msgid "SMS price check icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:74
|
||
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/create_sms.rst:78
|
||
msgid "`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:81
|
||
msgid "Track links used in SMS messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:83
|
||
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/create_sms.rst-1
|
||
msgid "SMS Link Tracker page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:92
|
||
msgid "Adjust SMS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:94
|
||
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/create_sms.rst:98
|
||
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/create_sms.rst-1
|
||
msgid "SMS Settings tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:106
|
||
msgid "Send SMS messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:108
|
||
msgid ""
|
||
"Once a mailing is created, choose when Odoo should deliver the message from "
|
||
"the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/create_sms.rst:110
|
||
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/create_sms.rst:112
|
||
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/create_sms.rst:115
|
||
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/mailing_lists_blacklists.rst:3
|
||
msgid "Mailing lists and blacklists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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/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/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/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/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/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/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/mailing_lists_blacklists.rst-1
|
||
msgid "View of the mailing list pop-up window in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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/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/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/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/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/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/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/mailing_lists_blacklists.rst-1
|
||
msgid "View of the mailing list template form in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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/mailing_lists_blacklists.rst:70
|
||
msgid "Mailing lists contacts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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/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/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/mailing_lists_blacklists.rst:86
|
||
msgid "Communication history in the Chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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/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/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/mailing_lists_blacklists.rst-1
|
||
msgid "View of what the chatter looks like in the Odoo Contacts app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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/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/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/mailing_lists_blacklists.rst-1
|
||
#: ../../content/applications/marketing/sms_marketing/mailing_lists_blacklists.rst-1
|
||
msgid "SMS Blacklist menu in the application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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/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/mailing_lists_blacklists.rst:133
|
||
msgid "Importing blacklists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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/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/mailing_lists_blacklists.rst-1
|
||
msgid "View of how to import a blacklist in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.rst:3
|
||
msgid "SMS campaign settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.rst:13
|
||
msgid "SMS campaign setting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.rst-1
|
||
msgid "View of the mailing campaigns setting in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.rst:32
|
||
msgid "A/B tests"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.rst:41
|
||
msgid "When clicked, a series of other options appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.rst-1
|
||
msgid ""
|
||
"The A/B Test tab is located on an Odoo SMS Marketing app campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.rst:70
|
||
#: ../../content/applications/marketing/social_marketing/social_campaigns.rst:15
|
||
msgid "Campaigns page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.rst-1
|
||
msgid ""
|
||
"Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, "
|
||
"separated by stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.rst-1
|
||
msgid "View of an SMS campaign template in Odoo SMS marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.rst:108
|
||
msgid "Sending SMSs through the Contacts app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.rst-1
|
||
msgid ""
|
||
"The SMS icon is located on an individual's contact form in Odoo Contacts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.rst-1
|
||
msgid ""
|
||
"Select a number of contacts, click action, and select send multiple SMSs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.rst:130
|
||
msgid "Set up SMS templates for future use"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.rst:132
|
||
msgid ""
|
||
"In order to set up :guilabel:`SMS Templates` for future use, activate "
|
||
":ref:`developer mode <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/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.rst-1
|
||
msgid ""
|
||
"Select the SMS Template option in the Technical dropdown on the Settings "
|
||
"app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/marketing_campaigns.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/marketing_campaigns.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/marketing_campaigns.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/pricing_and_faq.rst:5
|
||
msgid "SMS Pricing and FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:8
|
||
msgid "What do I need to send SMSs?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_and_faq.rst:13
|
||
msgid "How many types of SMSs are there?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:15
|
||
msgid "There are 2 types: GSM7 and UNICODE."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_and_faq.rst-1
|
||
msgid "GSM7 characters available in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_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_and_faq.rst:34
|
||
msgid "How much does it cost to send an SMS?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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 <https://iap-"
|
||
"services.odoo.com/iap/sms/pricing#sms_faq_01>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_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_and_faq.rst:47
|
||
msgid "How to buy credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:49
|
||
msgid "Go to :menuselection:`Settings --> Buy Credits`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst-1
|
||
msgid "Buying credits for SMS Marketing in Odoo settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:55
|
||
msgid "Or go to :menuselection:`Settings --> View my Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_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_and_faq.rst:66
|
||
msgid "More common questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "**Is there an expiration time for my credits?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "No, credits do not expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_and_faq.rst:0
|
||
msgid "Only if that phone number supports SMS (e.g. SIP phones)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "**Do I receive an invoice to buy my credits?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "Yes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "**Can the recipient answer me?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "No, it is not possible to reply to the SMS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_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_and_faq.rst:0
|
||
msgid "**Do I have a history of the sent SMSs?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_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_and_faq.rst:0
|
||
msgid "**Can I send as many SMSs I want at once?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "Yes, if you have enough credits."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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_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_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_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_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_and_faq.rst:0
|
||
msgid "Only the ones that have an invalid format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "**How does the GDPR regulation affect this service?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"Please find our `Privacy Policy here <https://iap.odoo.com/privacy#sms>`__."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing_and_faq.rst:0
|
||
msgid "**Can I use my own SMS provider?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/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 <https://www.odoo.com/pricing-packs>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:3
|
||
msgid "SMS analysis"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:5
|
||
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/sms_analysis.rst:10
|
||
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/sms_analysis.rst:13
|
||
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/sms_analysis.rst-1
|
||
msgid "Reporting page in SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:22
|
||
msgid ""
|
||
"SMS messages can be sent using automation rules in Odoo. Odoo *Studio* is "
|
||
"required to use automation rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:25
|
||
msgid ""
|
||
"To install Odoo *Studio*, go to the :menuselection:`Apps application`. Then,"
|
||
" using the :guilabel:`Search...` bar, search for `studio`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:28
|
||
msgid "If it is not already installed, click :guilabel:`Install`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:30
|
||
msgid ""
|
||
"Adding the *Studio* application upgrades the subscription status to "
|
||
"*Custom*, which increases the cost. Consult `support "
|
||
"<https://www.odoo.com/contactus>`_, or reach out to the database's customer "
|
||
"success manager, with any questions on making the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:34
|
||
msgid ""
|
||
"To use automation rules, navigate in :ref:`developer mode <developer-mode>`,"
|
||
" to :menuselection:`Settings app --> Technical menu --> Automation section "
|
||
"--> Automation Rules`. Then, click :guilabel:`New` to create a new rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:38
|
||
msgid ""
|
||
"Enter a name for the automation rule, and select a :guilabel:`Model` to "
|
||
"implement this rule on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:40
|
||
msgid ""
|
||
"Based on the selection for the :guilabel:`Trigger`, additional fields will "
|
||
"populate below. Set the :guilabel:`Trigger` to one of the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:43
|
||
msgid ":guilabel:`Values Updated`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:45
|
||
msgid ":guilabel:`User is set`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:46
|
||
msgid ":guilabel:`State is set to`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:47
|
||
msgid ":guilabel:`On archived`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:48
|
||
msgid ":guilabel:`On unarchived`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:50
|
||
msgid ":guilabel:`Timing Conditions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:52
|
||
msgid ":guilabel:`Based on date field`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:53
|
||
msgid ":guilabel:`After creation`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:54
|
||
msgid ":guilabel:`After last update`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:56
|
||
msgid ":guilabel:`Custom`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:58
|
||
msgid ":guilabel:`On save`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:59
|
||
msgid ":guilabel:`On deletion`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:60
|
||
msgid ":guilabel:`On UI change`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:62
|
||
msgid ":guilabel:`External`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:64
|
||
msgid ":guilabel:`On webhook`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:66
|
||
msgid ""
|
||
"Other options may appear based on the :guilabel:`Model` selected. For "
|
||
"example if the :guilabel:`Calendar Event` model is selected, then the "
|
||
"following options appear in addition to those above:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:70
|
||
msgid ":guilabel:`Email Events`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:72
|
||
msgid ":guilabel:`On incoming message`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:73
|
||
msgid ":guilabel:`On outgoing message`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:75
|
||
msgid ""
|
||
"Under the :guilabel:`Before Update Domain` field, set a condition to be met "
|
||
"before updating the record. Click :guilabel:`Edit Domain` to set record "
|
||
"parameters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:78
|
||
msgid ""
|
||
"Under the :guilabel:`Actions To Do` tab, select :guilabel:`Add an action`. "
|
||
"Next, in the resulting :guilabel:`Create Actions` pop-up window, select "
|
||
":guilabel:`Send SMS`, and set the :guilabel:`Allowed Groups`. "
|
||
":guilabel:`Allowed Groups` are the access rights groups that are allowed to "
|
||
"execute this rule. Leave the field empty to allow all groups. See this "
|
||
"documentation: :ref:`access-rights/groups`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:84
|
||
msgid ""
|
||
"Next, set the :guilabel:`SMS Template` and choose whether the SMS message "
|
||
"should be logged as a note, by making a selection in the drop-down menu: "
|
||
":guilabel:`Send SMS as`. Click :guilabel:`Save and Close` to save the "
|
||
"changes to this new action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst-1
|
||
msgid ""
|
||
"Automation rule template with rule to do, SMS template and log as note "
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/sms_analysis.rst:92
|
||
msgid ""
|
||
"Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate "
|
||
"away from the completed automation rule, or manually save (by clicking the "
|
||
":guilabel:`☁️ (cloud)` icon), to implement the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:5
|
||
msgid "Social Marketing"
|
||
msgstr "Some-markkinointi"
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:7
|
||
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.rst:28
|
||
msgid "Social media accounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:30
|
||
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.rst:34
|
||
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.rst:38
|
||
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.rst:44
|
||
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.rst:47
|
||
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.rst:51
|
||
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.rst:0
|
||
msgid ""
|
||
"View of the permission error that appears when incorrectly attempting to add"
|
||
" stream."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:59
|
||
msgid "Social media streams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:61
|
||
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.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.rst:69
|
||
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.rst:73
|
||
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.rst-1
|
||
msgid ""
|
||
"Sample of a populated social marketing dashboard with social media streams "
|
||
"and content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:82
|
||
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.rst:87
|
||
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.rst:92
|
||
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.rst:97
|
||
msgid "Social media page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:99
|
||
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.rst:103
|
||
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.rst-1
|
||
msgid ""
|
||
"View of the social media page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:112
|
||
msgid "Social accounts page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:114
|
||
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.rst-1
|
||
#: ../../content/applications/marketing/social_marketing.rst-1
|
||
msgid ""
|
||
"View of the social accounts page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:124
|
||
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.rst:128
|
||
msgid "Social streams page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:130
|
||
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.rst:138
|
||
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.rst:143
|
||
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.rst:147
|
||
msgid "Visitors"
|
||
msgstr "Vierailijat"
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:149
|
||
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.rst-1
|
||
msgid "View of the Visitors page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:156
|
||
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.rst:160
|
||
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/social_campaigns.rst:3
|
||
msgid "Social marketing campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/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/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/social_campaigns.rst-1
|
||
#: ../../content/applications/marketing/social_marketing/social_campaigns.rst-1
|
||
msgid "View of the campaigns page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/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/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/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/social_campaigns.rst:44
|
||
msgid "Clicking :guilabel:`Delete` removes the stage entirely."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/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/social_campaigns.rst:57
|
||
msgid "Create social marketing campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/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/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/social_campaigns.rst-1
|
||
msgid "View of the quick add option for campaigns in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/social_campaigns.rst:78
|
||
msgid "Edit social marketing campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/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/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/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/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/social_campaigns.rst:94
|
||
msgid "Social marketing campaign templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/social_campaigns.rst-1
|
||
msgid "View of a sample campaign template page in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/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/social_campaigns.rst:115
|
||
msgid "Add content and communications to campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/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/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/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/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/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/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/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/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/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/social_posts.rst:3
|
||
msgid "Social posts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:5
|
||
msgid ""
|
||
"The Odoo *Social Marketing* application provides various ways to create "
|
||
"posts for any type of social media outlet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:9
|
||
msgid "Posts page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:11
|
||
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/social_posts.rst:15
|
||
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/social_posts.rst:18
|
||
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/social_posts.rst:25
|
||
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/social_posts.rst:29
|
||
msgid ""
|
||
"The kanban view is represented by an :guilabel:`inverted bar graph icon` in "
|
||
"the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:0
|
||
msgid ""
|
||
"Kanban view of the posts page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:38
|
||
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/social_posts.rst:43
|
||
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/social_posts.rst:46
|
||
msgid ""
|
||
"The calendar view is represented by a :guilabel:`calendar icon` in the "
|
||
"upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:0
|
||
msgid "Example of the calendar view in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:54
|
||
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/social_posts.rst:58
|
||
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/social_posts.rst:61
|
||
msgid ""
|
||
"The list view is represented by four vertical lines in the upper-right "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:0
|
||
msgid "View of the list option on the posts page in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:67
|
||
msgid "Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:69
|
||
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/social_posts.rst:0
|
||
msgid "View of the pivot option on the posts page in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:76
|
||
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/social_posts.rst:79
|
||
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/social_posts.rst:82
|
||
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/social_posts.rst:86
|
||
msgid ""
|
||
"Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to"
|
||
" the pivot view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:88
|
||
msgid "From left to right, those options are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:90
|
||
msgid ""
|
||
":guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid "
|
||
"table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:91
|
||
msgid ""
|
||
":guilabel:`Expand All`, which expands each line in the grid, revealing more "
|
||
"detailed information related to it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:93
|
||
msgid ""
|
||
":guilabel:`Download`, which, when clicked, instantly downloads the pivot "
|
||
"table as a spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:97
|
||
msgid "Posts"
|
||
msgstr "Julkaisuja"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:99
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"Sample of a social media post's pop-up window in Odoo Social Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:106
|
||
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/social_posts.rst:111
|
||
msgid "Create leads from comments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:113
|
||
msgid ""
|
||
"Odoo *Social Marketing* also provides the ability to create leads directly "
|
||
"from social media comments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:116
|
||
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/social_posts.rst:120
|
||
msgid ""
|
||
"Doing so reveals a drop-down menu with the option: :guilabel:`Create Lead`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst-1
|
||
msgid ""
|
||
"The drop-down menu beside a comment revealing the option to create a lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:126
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"The convert post to lead pop-up window that appears in Odoo Social "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:133
|
||
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/social_posts.rst:137
|
||
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/social_posts.rst:140
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"New lead detail form generated from a social media comment in Odoo Social "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:149
|
||
msgid "Insights"
|
||
msgstr "Näkemykset"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:151
|
||
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/social_posts.rst:154
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"Visual of how the Insights link appears on the dashboard of the Social "
|
||
"Marketing app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:162
|
||
msgid ""
|
||
"In a multi-company environment, if not *all* pages are selected, de-"
|
||
"authentication happens."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:164
|
||
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/social_posts.rst:168
|
||
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 ""
|
||
"Varmista siis, että lisäät *kaikkien* yritysten *kaikkien* sivujen sivut "
|
||
"usean yrityksen ympäristössä, jotta vältät tämän ongelman. Jos sivulta "
|
||
"poistetaan tunnistus, poista virta ja luo se uudelleen."
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:172
|
||
msgid "Create and post social media content"
|
||
msgstr "Luo ja julkaise sosiaalisen median sisältöä"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:174
|
||
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/social_posts.rst:177
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"New Post button on the main dashboard of the Odoo Social Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:185
|
||
msgid ""
|
||
"Or, navigate to :menuselection:`Social Marketing app --> Posts` and click "
|
||
"the :guilabel:`New` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst-1
|
||
msgid ""
|
||
"New button on the Social Posts page in the Odoo Social Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:192
|
||
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/social_posts.rst-1
|
||
msgid "Blank social media post detail page in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:200
|
||
msgid "Post detail form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:202
|
||
msgid ""
|
||
"The social media post detail form in Odoo *Social Marketing* has many "
|
||
"different configurable options available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:206
|
||
msgid "Company"
|
||
msgstr "Yritys"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:208
|
||
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/social_posts.rst:213
|
||
msgid "Post on"
|
||
msgstr "Julkaise kohteessa"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:215
|
||
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/social_posts.rst:220
|
||
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/social_posts.rst:224
|
||
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/social_posts.rst:228
|
||
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/social_posts.rst:232
|
||
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/social_posts.rst:237
|
||
msgid "Message"
|
||
msgstr "Viesti"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:239
|
||
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/social_posts.rst:241
|
||
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/social_posts.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/social_posts.rst:250
|
||
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/social_posts.rst:255
|
||
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/social_posts.rst:259
|
||
msgid "Attach Images"
|
||
msgstr "Liitä kuvia"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:261
|
||
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/social_posts.rst:266
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"Visualized samples of post with newly-attached images in Odoo Social "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:274
|
||
msgid "Campaign"
|
||
msgstr "Kampanja"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:276
|
||
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/social_posts.rst:279
|
||
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/social_posts.rst:283
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"Drop-down menu options of Create or Create and edit in the Campaign field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:291
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` creates the campaign, which can be "
|
||
"edited/customized later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:293
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"Create campaign pop-up window that appears on a social media post detail "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:301
|
||
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/social_posts.rst:305
|
||
msgid "When"
|
||
msgstr "Milloin"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:307
|
||
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/social_posts.rst:311
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"Schedule date pop-up window that appears on social media post detail form in"
|
||
" Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:318
|
||
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/social_posts.rst:322
|
||
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/social_posts.rst:326
|
||
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/social_posts.rst:330
|
||
msgid "Push Notification Options"
|
||
msgstr "Push-ilmoitusvaihtoehdot"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:332
|
||
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/social_posts.rst-1
|
||
msgid "Push notification options section on a social media post detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:340
|
||
msgid "It should be noted that *none* of these fields are required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:342
|
||
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/social_posts.rst:345
|
||
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/social_posts.rst:349
|
||
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/social_posts.rst:352
|
||
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/social_posts.rst:356
|
||
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/social_posts.rst:360
|
||
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/social_posts.rst:0
|
||
msgid ""
|
||
"The Local Time option in the Push Notification Options section of features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:369
|
||
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/social_posts.rst:373
|
||
msgid ""
|
||
"To utilize this field, click the :guilabel:`+ Add condition` button, which "
|
||
"reveals an equation-like rule field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:376
|
||
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/social_posts.rst-1
|
||
msgid ""
|
||
"Push notification conditions set up to match a specific amount of records in"
|
||
" the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:383
|
||
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/social_posts.rst:385
|
||
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/social_posts.rst:389
|
||
msgid "Lastly, click the :guilabel:`🗑️ (trash can) icon` to delete any rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/social_posts.rst:391
|
||
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/social_posts.rst:395
|
||
msgid ":doc:`social_campaigns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:5
|
||
msgid "Surveys"
|
||
msgstr "Kyselyt"
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:7
|
||
msgid ""
|
||
"Companies gather valuable insights from customers and employees through "
|
||
"surveys, aiding informed decision-making."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:10
|
||
msgid ""
|
||
"With Odoo *Surveys*, users create various surveys, questionnaires, "
|
||
"certifications, assessments, and so much more. These can be used to collect "
|
||
"feedback, evaluate the success of a recent event, and measure the "
|
||
"satisfaction of customers and/or employees. This process yields valuable "
|
||
"insights into shifting market trends."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:16
|
||
msgid "`Odoo Tutorials: Surveys <https://www.odoo.com/slides/surveys-62>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:46
|
||
msgid "Dashboard"
|
||
msgstr "Työpöytä"
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:48
|
||
msgid ""
|
||
"Upon opening the *Surveys* application, Odoo presents the main dashboard of "
|
||
"the *Surveys* application, otherwise known as the :guilabel:`Surveys` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst-1
|
||
msgid "The Odoo Surveys application dashboard in the default Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:56
|
||
msgid ""
|
||
"The *Surveys* dashboard can be accessed at any time throughout the "
|
||
"application by clicking :menuselection:`Surveys` from the header menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:59
|
||
msgid ""
|
||
"In the upper-left corner, there is a :guilabel:`New` button. When clicked, "
|
||
"Odoo presents a blank survey form that can be used to create a survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:62
|
||
msgid ""
|
||
"On the dashboard, all the surveys that have been created in the database are"
|
||
" displayed in a default Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:65
|
||
msgid ""
|
||
"From left-to-right, after the survey name, the user who is responsible for "
|
||
"it, and the month it was created, each line on the *Surveys* dashboard shows"
|
||
" the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:68
|
||
msgid "Number of :guilabel:`Questions` in that particular survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:69
|
||
msgid ""
|
||
":guilabel:`Average Duration` of the survey (how long it typically takes a "
|
||
"participant to complete)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:70
|
||
msgid "Number of :guilabel:`Registered` participants for the survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:71
|
||
msgid "Number of times that particular survey has been :guilabel:`Completed`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:72
|
||
msgid ""
|
||
"Percentage and data bar showcasing how many people have :guilabel:`Passed` "
|
||
"or become :guilabel:`Certified`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:76
|
||
msgid ""
|
||
"The :guilabel:`Passed` percentage and bar **only** appears when a *Required "
|
||
"Score* has been configured for that particular survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:79
|
||
msgid ""
|
||
"The :guilabel:`Certified` percentage and bar **only** appears if that "
|
||
"particular survey has the *Is a Certification* option enabled on the survey "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:82
|
||
msgid ""
|
||
"If neither :guilabel:`Passed` nor :guilabel:`Certified` appear on the line, "
|
||
"that indicates the survey is without a *Required Score* and was not enabled "
|
||
"with the *Is a Certification* option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:85
|
||
msgid ""
|
||
"Number of :guilabel:`Courses` related to that survey, which **only** appears"
|
||
" if more than one course has been created and attached to a single survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:89
|
||
msgid ""
|
||
"A half-trophy background image behind the survey name indicates that the "
|
||
"survey is a *Certification*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:92
|
||
msgid ""
|
||
"To the far-right of those data points on the survey lines, located on the "
|
||
"*Surveys* application dashboard, are a collection of buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:95
|
||
msgid "Those buttons are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:97
|
||
msgid ""
|
||
":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form "
|
||
"that can be used to invite potential participants to the survey - complete "
|
||
"with a :guilabel:`Survey Link` that can be copied and sent to potential "
|
||
"participants, and a :guilabel:`Send by Email` toggle switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:101
|
||
msgid ""
|
||
"When the :guilabel:`Send by Email` toggle is active (green switch), "
|
||
"additional fields appear, in which :guilabel:`Recipients`, "
|
||
":guilabel:`Additional Emails`, and a :guilabel:`Subject` can be added to the"
|
||
" email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:105
|
||
msgid ""
|
||
"Below that, a dynamic email template, complete with a :guilabel:`Start "
|
||
"Certification` button appears, which can be modified, as well, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:108
|
||
msgid ""
|
||
":guilabel:`Attachments` can be added to the email, as well as an "
|
||
":guilabel:`Answer deadline` can be set, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:111
|
||
#: ../../content/applications/marketing/surveys/create.rst:299
|
||
msgid ""
|
||
"Once modifications are complete, click :guilabel:`Send` to send that email "
|
||
"invite to all the email addresses/contacts listed in the "
|
||
":guilabel:`Recipients` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:0
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid ""
|
||
"The 'Share a Survey' pop-up window in Odoo Surveys with the Send by Email "
|
||
"toggled on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:119
|
||
msgid ""
|
||
"The default :guilabel:`Mail Template` for survey invites can be edited by "
|
||
"navigating to :menuselection:`Settings --> Technical --> Email Templates` "
|
||
"and searching for `Survey: Invite`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:123
|
||
msgid ""
|
||
"The :guilabel:`Send by Email` toggle switch is **not** present when the "
|
||
"survey line has zero questions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:126
|
||
msgid ""
|
||
"The :guilabel:`Survey Link` only appears when the survey's *Access Mode* is "
|
||
"set to *Anyone with the link*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:129
|
||
msgid ""
|
||
"The :guilabel:`Additional Emails` field only appears when the survey's "
|
||
"*Require Login* field is **not** active."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:132
|
||
msgid ""
|
||
":guilabel:`Test`: click to take a test version of the survey in a new tab, "
|
||
"from the point-of-view of a survey participant, in order to check for any "
|
||
"errors or inconsistencies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:134
|
||
msgid ""
|
||
":guilabel:`See results`: click to reveal a new tab showcasing detailed "
|
||
"metrics and graphical representations of all survey participants, questions,"
|
||
" and responses for deeper analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:136
|
||
msgid ""
|
||
":guilabel:`Start Live Session`: click to initiate a *Live session* survey, "
|
||
"and reveal a session manager window in a new tab. This button is **not** "
|
||
"present for surveys that have enabled the *Is a Certification* option on the"
|
||
" survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:139
|
||
msgid ""
|
||
":guilabel:`End Live Session`: click to end a *Live session* survey that has "
|
||
"been officially started. This button option **only** appears on survey lines"
|
||
" that have previously initiated a live session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:143
|
||
msgid ""
|
||
"Above the buttons that are located to the far-right of the survey lines, a "
|
||
":guilabel:`⋮ (three dots)` icon appears when the cursor hovers over that "
|
||
"particular line. When the :guilabel:`⋮ (three dots)` icon is clicked, a "
|
||
"drop-down menu with some configuration-related options appear:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:147
|
||
msgid "The options are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:149
|
||
msgid ""
|
||
":guilabel:`Edit Survey`: when clicked, Odoo reveals the survey form for that"
|
||
" particular survey, which can then be modified in a number of different "
|
||
"ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:151
|
||
msgid ""
|
||
":guilabel:`Share`: when clicked, Odoo reveals the :guilabel:`Share a Survey`"
|
||
" pop-up form that can be used to invite potential participants to the "
|
||
"survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:153
|
||
msgid ""
|
||
":guilabel:`Delete`: when clicked, Odoo presents a pop-up window, wherein the"
|
||
" user **must** confirm they want to delete the survey entirely, which they "
|
||
"can do by clicking the :guilabel:`Delete` button at the bottom of the pop-up"
|
||
" window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:156
|
||
msgid ""
|
||
":guilabel:`Color`: users can opt to choose a color to add to the survey line"
|
||
" on the dashboard for added organizational purposes, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst-1
|
||
msgid ""
|
||
"The three-dot drop-down menu of options that appears on the Odoo Surveys "
|
||
"dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:163
|
||
msgid ""
|
||
"Beneath the buttons that are located to the far-right of the survey lines, "
|
||
"there is an *Activities* button, represented by a :guilabel:`🕘 (clock)` "
|
||
"icon. When clicked, a mini pop-up window appears, from which activities "
|
||
"related to that particular survey can be scheduled and customized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst-1
|
||
msgid ""
|
||
"The Schedule Activities drop-down menu that appears on the Odoo Surveys "
|
||
"dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:174
|
||
msgid ""
|
||
"The *Surveys* dashboard is shown in the Kanban view, by default, but there "
|
||
"is also a list view option available in the upper-right corner, represented "
|
||
"by a :guilabel:`≣ (bars)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:177
|
||
msgid ""
|
||
"When the :guilabel:`≣ (bars)` icon is clicked, the survey related data is "
|
||
"displayed in a list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst-1
|
||
msgid ""
|
||
"The list view option located on the Odoo Surveys application dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:183
|
||
msgid ""
|
||
"The columns shown on the *Surveys* app dashboard, while in list view, are as"
|
||
" follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:185
|
||
msgid ":guilabel:`Survey Title`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:186
|
||
msgid ":guilabel:`Responsible`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:187
|
||
msgid ":guilabel:`Average Duration`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:188
|
||
msgid ":guilabel:`Registered`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:189
|
||
msgid ":guilabel:`Success Ratio (%)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:190
|
||
msgid ":guilabel:`Avg Score (%)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:193
|
||
msgid ""
|
||
"Additional columns can be added to the *Surveys* application dashboard, "
|
||
"while in list view, by clicking the *additional options* drop-down menu, "
|
||
"located to the far-right of the column titles, represented by a "
|
||
":guilabel:`(slider with two dots)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:198
|
||
msgid "Activities view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:200
|
||
msgid ""
|
||
"To have the *Surveys* application dashboard display nothing but the "
|
||
"activities associated to the surveys in the database, click the :guilabel:`🕘"
|
||
" (clock)` icon to the far-right of the other view options, located in the "
|
||
"upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst-1
|
||
msgid "The activities view option located on the Odoo Surveys dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:208
|
||
msgid ""
|
||
"Doing so reveals a table with rows and columns. The rows show the different "
|
||
"surveys in the database, and the columns depict the various activity types."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:212
|
||
msgid ""
|
||
"A new survey cannot be created in this view, as it is solely for the purpose"
|
||
" of creating and viewing scheduled activities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:216
|
||
#: ../../content/applications/marketing/surveys/create.rst:3
|
||
msgid "Create surveys"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:218
|
||
msgid ""
|
||
"Learn about all the different options and configurations that can be "
|
||
"utilized when creating a survey in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:222
|
||
msgid ":doc:`surveys/create`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:225
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:3
|
||
msgid "Scoring surveys"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:227
|
||
msgid ""
|
||
"Discover how to measure a survey participant's performance, or overall "
|
||
"satisfaction, with Odoo's detailed (and fully customizable) survey scoring "
|
||
"options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:231
|
||
msgid ":doc:`surveys/scoring`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:234
|
||
#: ../../content/applications/marketing/surveys/questions.rst:3
|
||
#: ../../content/applications/marketing/surveys/questions.rst:64
|
||
msgid "Create questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:236
|
||
msgid ""
|
||
"With Odoo *Surveys*, there are many question types and options to choose "
|
||
"from, providing the ability to create any kind of unique survey, "
|
||
"questionnarire, and/or certification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:240
|
||
msgid ":doc:`surveys/questions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:243
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:3
|
||
msgid "Live Session surveys"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:245
|
||
msgid ""
|
||
"The *Live Session* survey option available in Odoo can enhance in-person "
|
||
"demonstrations and presentations, where participants' real-time responses "
|
||
"can be used to dictate where the conversation goes next."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:250
|
||
msgid ":doc:`surveys/live_session`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:253
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:3
|
||
msgid "Survey analysis"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:255
|
||
msgid ""
|
||
"Once the surveys start to come in, it is time to analyze the responses from "
|
||
"your participants. Fortuantely, the in-depth reporting pages and options "
|
||
"available in Odoo *Surveys* provide countless ways to examine everything "
|
||
"related to surveys, and their submitted responses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:260
|
||
msgid ":doc:`surveys/analysis`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:5
|
||
msgid ""
|
||
"After surveys have been created and sent to participants, it is only a "
|
||
"matter of time before the responses start to come in. When they do, it is "
|
||
"important to know where and how to analyze them in the Odoo *Surveys* "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:9
|
||
msgid ""
|
||
"Fortunately, Odoo provides numerous ways to view survey responses, allowing "
|
||
"users to access and analyze survey responses as they are submitted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:13
|
||
msgid "See results"
|
||
msgstr "Katso tulokset"
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:15
|
||
msgid ""
|
||
"Upon opening the :menuselection:`Surveys` application, the main dashboard "
|
||
"reveals a list of all the surveys in the database, along with pertinent "
|
||
"information related to each one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:18
|
||
msgid ""
|
||
"By default, every survey line showcases its number of :guilabel:`Questions`,"
|
||
" :guilabel:`Average Duration`, and how many participants have "
|
||
":guilabel:`Registered` or :guilabel:`Completed` the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:22
|
||
msgid ""
|
||
"There are also elements showing the percentage of how many participants "
|
||
":guilabel:`Passed` (if a *Required Score (%)* was configured), or how many "
|
||
"participants became :guilabel:`Certified` (if the *Is a Certification* "
|
||
"option was configured)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:27
|
||
msgid ""
|
||
"To learn more about the different analytical elements found on the "
|
||
":guilabel:`Surveys` dashboard, check out the :doc:`Survey Essentials "
|
||
"<../surveys/create>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:30
|
||
msgid ""
|
||
"On the :guilabel:`Surveys` dashboard, to the far-right of each survey line "
|
||
"displayed in the default list view, there is a :guilabel:`See results` "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The 'See Results' button present on the main dashboard of the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:37
|
||
msgid ""
|
||
"When the :guilabel:`See results` button is clicked, a new browser tab opens,"
|
||
" revealing a separate page filled with all of that particular survey's "
|
||
"results and responses, with an informative :guilabel:`Results Overview` and "
|
||
"some filtering drop-down menus at the top."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"Typical survey results page when 'See results' is clicked from the Odoo "
|
||
"Surveys dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:45
|
||
msgid ""
|
||
"At the top of the page, there is an :guilabel:`Edit Survey` link, in the "
|
||
"middle of a blue header banner. When clicked, Odoo returns the user to the "
|
||
"survey form for that particular survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:48
|
||
msgid ""
|
||
"Beneath that, is the title of the survey, and its description, if one was "
|
||
"configured for it on its survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:51
|
||
msgid ""
|
||
"To the right of the survey title, there are two drop-down menus with various"
|
||
" filtering options, which can be used to personalize and segment the survey "
|
||
"results in a number of different ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:54
|
||
msgid ""
|
||
"The first filter drop-down menu is set on the default :guilabel:`All "
|
||
"Surveys` option, meaning the results below are showing results and responses"
|
||
" from all the submitted surveys, regardless if they have been fully "
|
||
"completed or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:58
|
||
msgid ""
|
||
"When that drop-down menu is clicked open, another option, "
|
||
":guilabel:`Completed surveys`, appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The 'All surveys' drop-down menu opened on the 'See results' page of the "
|
||
"Odoo Surveys app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:64
|
||
msgid ""
|
||
"With that drop-down menu open, the number corresponding to each filter "
|
||
"option appears to the right of each option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:67
|
||
msgid ""
|
||
"To the right of that drop-down menu of filter options, is another drop-down "
|
||
"menu of filter options that can be used to further customize the results "
|
||
"showcased on this page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:70
|
||
msgid ""
|
||
"That drop-down menu is set to the :guilabel:`Passed and Failed` option, by "
|
||
"default. This option shows the results and responses from all participants "
|
||
"who have passed or failed this particular survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:75
|
||
msgid ""
|
||
"This second drop-down menu of filter options **only** appears if the survey "
|
||
"being analyzed has a *Scoring* option configured, or if the *Is a "
|
||
"Certification* feature has been enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:78
|
||
msgid ""
|
||
"When that second drop-down menu of filter options is clicked open, two "
|
||
"additional options appear: :guilabel:`Passed only` and :guilabel:`Failed "
|
||
"only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The 'Passed and Failed' drop-down menu on the 'See results' page of the Odoo"
|
||
" Surveys app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:85
|
||
msgid ""
|
||
"Each option would filter the results below to only show responses from "
|
||
"participants who have passed the survey, or who have failed the survey, "
|
||
"respectively."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:88
|
||
msgid ""
|
||
"Directly beneath the survey title, there is a :guilabel:`Print` button. When"
|
||
" clicked, the entire results page can be printed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:91
|
||
msgid ""
|
||
"The :guilabel:`Results Overview` section is below the survey title, filter "
|
||
"option drop-down menus, and :guilabel:`Print` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The 'Results Overview' section on the 'See results' page in the Odoo Surveys"
|
||
" application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:98
|
||
msgid ""
|
||
"This section of the results page provides a summarized collection of useful "
|
||
"survey-related data and metrics for quick analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:102
|
||
msgid "Question analysis"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:104
|
||
msgid ""
|
||
"Directly beneath the :guilabel:`Results Overview` section is where the "
|
||
"results and responses of the survey are found."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:108
|
||
msgid ""
|
||
"The various sections of the survey, if there were any, appear at the top of "
|
||
"their corresponding questions on the results page, as well, for added "
|
||
"organization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:111
|
||
msgid ""
|
||
"Every question that was a part of the survey is shown, along with an in-"
|
||
"depth breakdown, and visual representation, of how it was answered by "
|
||
"participants, beneath the :guilabel:`Results Overview` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:115
|
||
msgid ""
|
||
"Each question is displayed above its corresponding results. To the left of "
|
||
"the question is an :guilabel:`👁️ (eye)` icon. When clicked, Odoo hides the "
|
||
"visual and data-related results and responses. When clicked again, that "
|
||
"question's visual and data-related results re-appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:119
|
||
msgid ""
|
||
"To the far-right of the question, there are indicators to see how many "
|
||
"participants :guilabel:`Responded` and how many :guilabel:`Skipped` the "
|
||
"question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The Responded and Skipped indicators on the 'See results' page in Odoo "
|
||
"Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:126
|
||
msgid ""
|
||
"If the question required the participant to enter in their own answer, "
|
||
"without any options to choose from, like entering a specific number or date,"
|
||
" for example, there is also an indicator to showcase how many users answered"
|
||
" the question :guilabel:`Correct`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"Sample of a 'correct' indicator on the 'See results' page in the Odoo "
|
||
"Surveys application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:135
|
||
msgid ""
|
||
"Even if there is no configured *correct* response for question of this "
|
||
"nature, the :guilabel:`Correct` indicator still appears, although, it "
|
||
"displays a `0`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:138
|
||
msgid ""
|
||
"This would occur for opinion-based questions, like `When would be a good "
|
||
"time to hold another sale?`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:141
|
||
msgid ""
|
||
"If there is only one correct response to a multiple choice question, those "
|
||
"results and responses are represented by a :guilabel:`Pie Graph`. The "
|
||
"correct answer is indicated by a :guilabel:`✔️ (checkmark)` icon next to the"
|
||
" correct answer option, in the legend above the graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"Typical pie graph results on the 'See results' page in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:149
|
||
msgid ""
|
||
"If there are multiple correct answer options (or no correct answers at all) "
|
||
"for a multiple choice question, those results and responses are represented "
|
||
"by a :guilabel:`Bar Graph`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"Typical bar graph results on the 'See results' page in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:156
|
||
msgid ""
|
||
"Each multiple choice question has a :guilabel:`Graph` tab and an "
|
||
":guilabel:`Data` tab. The graph-related tab is shown by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:159
|
||
msgid ""
|
||
"The :guilabel:`Data` tab shows all the provided :guilabel:`Answer` options "
|
||
"for the question. The :guilabel:`User Choice` (with percentages and votes) "
|
||
"along with the :guilabel:`Score` of each option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"Typical 'Data' tab on the 'See results' page in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:167
|
||
msgid ""
|
||
"Other question types, wherein there were no answer options for the "
|
||
"participant to choose from, there is a :guilabel:`Most Common` tab and an "
|
||
":guilabel:`All Data` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:170
|
||
msgid ""
|
||
"The :guilabel:`Most Common` tab shows the :guilabel:`User Responses`, the "
|
||
":guilabel:`Occurrence`, and the :guilabel:`Score` (if applicable)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"Typical 'Most Common' tab on the 'See results' page in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:177
|
||
msgid ""
|
||
"The :guilabel:`All Data` tab shows a list of all the submitted responses to "
|
||
"that particular question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"Typical 'All Data' tab on the 'See results' page in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:184
|
||
msgid ""
|
||
"If a question is looking for participants to enter a numerical value as a "
|
||
"response, :guilabel:`Maximum`, :guilabel:`Minimum`, and :guilabel:`Average` "
|
||
"indicators appear to the far-right of the results tabs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The Maximum, Minimum, and Average indicators on the 'See results' page in "
|
||
"Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:192
|
||
msgid ""
|
||
"A :guilabel:`filter` icon is also present either to the right of the "
|
||
":guilabel:`User Choice` column in a :guilabel:`Data` tab, or to the far-"
|
||
"right of a :guilabel:`User Response` line in an :guilabel:`All Data` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"Typical 'Filter' icon on the 'See results' page in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:200
|
||
msgid ""
|
||
"When that :guilabel:`filter` icon is clicked, Odoo returns the user to the "
|
||
"top of the results page, with that chosen filter applied, showing the "
|
||
"results of each question for participants who submitted that particular "
|
||
"answer for that specific question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The applied filter on the 'See results' page in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:208
|
||
msgid ""
|
||
"Therefore, showcasing the remaining results for participants who answered "
|
||
"that specific question in the same way. To remove that filter, and reveal "
|
||
"all the results once again, click :guilabel:`Remove all filters` or click "
|
||
"the :guilabel:`✖️ (X)` icon in the filter box at the top of the results "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:213
|
||
msgid "Participations"
|
||
msgstr "Osallistumiset"
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:215
|
||
msgid ""
|
||
"To view a consolidated list of participation results for a specific survey, "
|
||
"navigate to :menuselection:`Surveys app`, select the desired survey from the"
|
||
" list, and click the :guilabel:`Participations` smart button at the top of "
|
||
"the survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The Participations smart button at the top of a survey form in Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:223
|
||
msgid ""
|
||
"Doing so reveals a separate :guilabel:`Participations` page, showcasing the "
|
||
"participants for that specific survey, along with a collection of pertinent "
|
||
"information related to each one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The Participations page for a singular survey in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:230
|
||
msgid ""
|
||
"Here, users can view information related to individual participants who took"
|
||
" that specific survey. If they desire to see a more detailed breakdown of "
|
||
"their various answers and responses, they can click on any participant, and "
|
||
"Odoo reveals a separate page showing that participant's survey details, "
|
||
"along with their submitted answers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"An individual participant's detail form in the Odoo Surveys application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:239
|
||
msgid ""
|
||
"To view a consolidated list of all participants of every survey in the "
|
||
"database, navigate to :menuselection:`Surveys app --> Participations`. Here,"
|
||
" every survey in the database is shown in a default nested list. Beside each"
|
||
" survey title has the number of participants in parenthesis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The Participations page for all surveys in the Odoo Surveys application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:247
|
||
msgid ""
|
||
"When a survey is un-nested from this list, by clicking the survey title, the"
|
||
" corresponding participants, along with their response-related data for that"
|
||
" survey, appear on the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:250
|
||
msgid ""
|
||
"The :guilabel:`Participations` page can also be viewed in a Kanban layout, "
|
||
"as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst-1
|
||
msgid ""
|
||
"The Participations page in the Kanban view in the Odoo Surveys application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:257
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:219
|
||
msgid ":doc:`create`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/analysis.rst:258
|
||
#: ../../content/applications/marketing/surveys/create.rst:334
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:221
|
||
msgid ":doc:`scoring`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:5
|
||
msgid ""
|
||
"To create a survey in the Odoo *Surveys* application, navigate to "
|
||
":menuselection:`Surveys app --> New` to reveal a blank survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:9
|
||
msgid ""
|
||
"The :guilabel:`New` button is **not** present on the *Surveys* dashboard if "
|
||
"in the *Activities* view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:13
|
||
msgid "Survey form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid "How a blank survey form looks in the Odoo Surveys application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:19
|
||
msgid ""
|
||
"At the top of the survey form are four radio buttons, each representing a "
|
||
"survey style. The radio button options are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:22
|
||
msgid ":guilabel:`Survey`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:23
|
||
msgid ":guilabel:`Live Session`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:24
|
||
msgid ":guilabel:`Assessment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:25
|
||
msgid ":guilabel:`Custom` (selected by default)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:27
|
||
msgid ""
|
||
"These options are here to streamline the survey-making process, by providing"
|
||
" users with automated settings and options that are ideally specific to "
|
||
"those types of surveys. Each of those survey type options comes equipped "
|
||
"with its own specific selection of options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:31
|
||
msgid ""
|
||
"The :guilabel:`Custom` option, selected by default, offers all the options "
|
||
"from every potential survey type (located in the :guilabel:`Options` tab)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:34
|
||
msgid ""
|
||
"Beneath those radio survey type options is a blank field in which a name for"
|
||
" the survey **must** be entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:37
|
||
msgid ""
|
||
"Below the survey name field, is the :guilabel:`Responsible` field. Choose a "
|
||
"user from the drop-down menu to be in charge of the survey. By default, the "
|
||
"user who initially created the survey is selected as the default "
|
||
":guilabel:`Responsible`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:41
|
||
msgid ""
|
||
"To the right of those fields, and above the tabs, is the option to add a "
|
||
"background image, represented by a :guilabel:`📷 (camera)` icon. When "
|
||
"clicked, the option to upload an image becomes available. This image would "
|
||
"be used as the background image for the entire survey. This is **not** a "
|
||
"required option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:46
|
||
msgid ""
|
||
"Below those fields and options are four tabs: :guilabel:`Questions`, "
|
||
":guilabel:`Options`, :guilabel:`Description`, and :guilabel:`End Message`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:52
|
||
msgid ""
|
||
"View, access, add, and/or delete questions and sections to the survey in the"
|
||
" :guilabel:`Questions` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:55
|
||
#: ../../content/applications/marketing/surveys/questions.rst:25
|
||
msgid ""
|
||
"By default, two columns are present in the :guilabel:`Questions` tab: "
|
||
":guilabel:`Title` (i.e. the question) and :guilabel:`Question Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:58
|
||
#: ../../content/applications/marketing/surveys/questions.rst:28
|
||
msgid ""
|
||
"If the :guilabel:`Randomized per Section` option is enabled in the "
|
||
":guilabel:`Options` tab of the survey form, a column titled, :guilabel:`# "
|
||
"Questions Randomly Picked` appears in the :guilabel:`Questions` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:62
|
||
msgid ""
|
||
"Indicate whether questions require a mandatory answer by clicking the "
|
||
":guilabel:`(optional columns)` icon to the far-right of the column titles. "
|
||
"Then, select :guilabel:`Mandatory Answer` from the drop-down menu to reveal "
|
||
"the :guilabel:`Mandatory Answer` column in the :guilabel:`Questions` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid ""
|
||
"The slider drop-down menu with the Mandatory Answer option selected in Odoo "
|
||
"Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:71
|
||
msgid "Add a question"
|
||
msgstr "Lisää kysymys"
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:73
|
||
msgid ""
|
||
"To add a question to a survey, click :guilabel:`Add a question` in the "
|
||
":guilabel:`Questions` tab, and proceed to fill out the :guilabel:`Create "
|
||
"Sections and Questions` pop-up window that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:76
|
||
msgid ""
|
||
"To learn how to create and customize questions, refer to the :doc:`create "
|
||
"questions <questions>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:80
|
||
#: ../../content/applications/marketing/surveys/questions.rst:73
|
||
msgid ""
|
||
"There **must** be a survey title entered in order for the :guilabel:`Create "
|
||
"Sections and Questions` pop-up window to appear. If no title is entered for "
|
||
"the survey, an error pop-up message appears in the upper-right corner, "
|
||
"instructing the user to enter a survey title."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:85
|
||
msgid "Add a section"
|
||
msgstr "Lisää väliotsikko/osio"
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:87
|
||
#: ../../content/applications/marketing/surveys/questions.rst:43
|
||
msgid ""
|
||
"A *section* divides the survey into organized parts, in order to visually "
|
||
"group similar questions together. To make a section, click :guilabel:`Add a "
|
||
"section` at the bottom of the :guilabel:`Questions` tab, proceed to type in "
|
||
"a desired name for the section, then either press :kbd:`Enter` or click "
|
||
"away."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:92
|
||
#: ../../content/applications/marketing/surveys/questions.rst:48
|
||
msgid ""
|
||
"The section line appears in dark gray in the :guilabel:`Questions` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:94
|
||
msgid ""
|
||
"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a "
|
||
"section title on top of (i.e. *before*) the desired question(s) in the "
|
||
"survey. Doing so populates the section with questions that align with its "
|
||
"theme."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:98
|
||
#: ../../content/applications/marketing/surveys/questions.rst:54
|
||
msgid ""
|
||
"If the :guilabel:`Randomized per Section` option is enabled in the "
|
||
":guilabel:`Options` tab of the survey form, the number `1` appears, by "
|
||
"default, on the section line, beneath the :guilabel:`# Questions Randomly "
|
||
"Picked` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:102
|
||
#: ../../content/applications/marketing/surveys/questions.rst:58
|
||
msgid ""
|
||
"This indicates that `1` question from that section will be picked at random "
|
||
"for each participant taking the survey, bypassing every other, non-chosen "
|
||
"question from that section. To change that number, select that figure, and "
|
||
"type in the desired number in its place. Then, either press :kbd:`Enter`, or"
|
||
" click away."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:108
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:57
|
||
#: ../../content/applications/marketing/surveys/questions.rst:207
|
||
msgid "Options tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:110
|
||
msgid ""
|
||
"In the :guilabel:`Options` tab of the survey form, there are many options to"
|
||
" choose from, separated in four different sections: :guilabel:`Questions`, "
|
||
":guilabel:`Time & Scoring`, :guilabel:`Participants`, and :guilabel:`Live "
|
||
"Session`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:114
|
||
msgid ""
|
||
"The options available in this tab vary on the survey type chosen, via the "
|
||
"radio buttons at the top of the survey form: :guilabel:`Survey`, "
|
||
":guilabel:`Live Session`, :guilabel:`Assessment`, or :guilabel:`Custom`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:118
|
||
msgid ""
|
||
"The :guilabel:`Custom` survey type showcases all the possible options in the"
|
||
" :guilabel:`Options` tab. So, if any of the following options do **not** "
|
||
"appear in the :guilabel:`Options` tab, it is likely because the selected "
|
||
"survey type does not offer it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:123
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:66
|
||
msgid "Questions section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid ""
|
||
"The Questions section of the Options tab on a survey form in Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:129
|
||
msgid ""
|
||
"The first field in the :guilabel:`Questions` section revolves around the "
|
||
":guilabel:`Pagination`, or overall layout, of the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:132
|
||
msgid ""
|
||
"Choose between :guilabel:`One page per question`, :guilabel:`One page per "
|
||
"section`, or :guilabel:`One page with all the questions` in the "
|
||
":guilabel:`Pagination` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:136
|
||
msgid ""
|
||
"If :guilabel:`One page with all the questions` is selected, all the "
|
||
"remaining options in the :guilabel:`Questions` field, apart from "
|
||
":guilabel:`Question Selection` is removed, as they are no longer needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:140
|
||
msgid ""
|
||
"Next, select one of the following options in the :guilabel:`Display Progress"
|
||
" as` field:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:142
|
||
msgid ""
|
||
":guilabel:`Percentage left`: displays the percentage of the survey remaining"
|
||
" to participants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:143
|
||
msgid ""
|
||
":guilabel:`Number`: display the number of questions answered along with the "
|
||
"total number of questions to answer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:146
|
||
msgid ""
|
||
"In the :guilabel:`Question Selection` field choose to have the survey show "
|
||
":guilabel:`All questions` or :guilabel:`Randomized per Section`. If "
|
||
":guilabel:`Randomized per Section` a new column appears in the "
|
||
":guilabel:`Questions` tab, titled: :guilabel:`# Questions Randomly Picked`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:150
|
||
msgid ""
|
||
"In the :guilabel:`# Questions Randomly Picked` column, designate how many "
|
||
"questions, in that particular section, should be chosen at random to the "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:153
|
||
msgid ""
|
||
"Lastly, there is the :guilabel:`Allow Roaming` option. When enabled, "
|
||
"participants are able to navigate back to previous pages in the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:157
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:85
|
||
msgid "Time & Scoring section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid ""
|
||
"The Time and Scoring section of the Options tab on a survey form in Odoo "
|
||
"Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:163
|
||
msgid ""
|
||
"The first option in the :guilabel:`Time & Scoring` section is the "
|
||
":guilabel:`Survey Time Limit` option. If enabled, proceed to enter in an "
|
||
"amount of time (in :guilabel:`minutes`) to be set as the time limit for the "
|
||
"survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:167
|
||
msgid ""
|
||
"Next, in the :guilabel:`Scoring` section, determine whether there should be:"
|
||
" :guilabel:`No scoring`, :guilabel:`Scoring with answers after each page`, "
|
||
":guilabel:`Scoring with answers at the end`, or :guilabel:`Scoring without "
|
||
"answers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:171
|
||
msgid ""
|
||
"If the :guilabel:`No scoring` option is selected, no other options are "
|
||
"available in this section. However, if any *other* :guilabel:`Scoring` "
|
||
"option is selected, two additional fields appear: :guilabel:`Required Score "
|
||
"(%)` and :guilabel:`Is a Certification`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:175
|
||
msgid ""
|
||
"In the :guilabel:`Required Score (%)` field, enter the minimum percentage "
|
||
"participants **must** earn in order to pass the survey. Scores below this "
|
||
"threshold are considered fails. This figure is also used to determine if a "
|
||
"participant is 'certified' or not, if the :guilabel:`Is a Certification` "
|
||
"option is enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:180
|
||
msgid ""
|
||
"If the :guilabel:`Is a Certification` option is enabled, that makes the "
|
||
"survey a *Certification*, which is represented on the main *Surveys* app "
|
||
"dashboard via a half-tropy image behind the survey title, while in the "
|
||
"default Kanban view. Or, via a full-trophy icon, while in list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:184
|
||
msgid ""
|
||
"When the :guilabel:`Is a Certification` option is enabled, three additional "
|
||
"fields appear -- one beside the option, and two below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:187
|
||
msgid ""
|
||
"In the field that appears beside the option, users can select (and "
|
||
":guilabel:`Preview`) a certification template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:190
|
||
msgid ""
|
||
"Beneath that, in the :guilabel:`Certified Email Template` field, users can "
|
||
"select a preconfigured email template, or create one on-the-fly, to be sent "
|
||
"to certified participants of the survey upon completion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:194
|
||
msgid ""
|
||
"Lastly, if the :guilabel:`Give Badge` field is enabled, a preconfigured "
|
||
"badge is then displayed on the contact page for that certified survey "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:198
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:105
|
||
msgid "Participants section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid ""
|
||
"The Participants section of the Options tab on a survey form in Odoo "
|
||
"Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:204
|
||
msgid ""
|
||
"The first available option in the :guilabel:`Participants` section is the "
|
||
":guilabel:`Access Mode` field. This is where users can determine who has "
|
||
"access to the survey. Users can select either: :guilabel:`Anyone with the "
|
||
"link` or :guilabel:`Invited people only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:208
|
||
msgid ""
|
||
"Next, there is the option to :guilabel:`Require Login`. Enabling this "
|
||
"feature means users **must** login before being able to take the survey, "
|
||
"even if they have a valid token."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:211
|
||
msgid ""
|
||
"Lastly, in there is the :guilabel:`Limit Attempts` field. If enabled, an "
|
||
"additional field appears beside it, in which users can determine how many "
|
||
"times users can attempt this survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:215
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:117
|
||
msgid "Live Session section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid ""
|
||
"The Live Session section of the Options tab on a survey form in Odoo "
|
||
"Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:222
|
||
msgid ""
|
||
"The :guilabel:`Live Session` section in the :guilabel:`Options` tab of the "
|
||
"survey form **only** pertains to *Live Session* surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:225
|
||
msgid ""
|
||
"The first option in the :guilabel:`Live Session` section is the "
|
||
":guilabel:`Session Code` field. In this field, enter a custom code, "
|
||
"consisting of letters, numbers, and/or symbols, to be used by participants "
|
||
"in order to access the live session survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:229
|
||
msgid ""
|
||
"Next, is the :guilabel:`Session Link` field, which **cannot** be customized,"
|
||
" but it *can* be sent out to potential participants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:233
|
||
msgid ""
|
||
"If a :guilabel:`Session Code` has been entered, the URL in the "
|
||
":guilabel:`Session Link` field ends with that specific :guilabel:`Session "
|
||
"Code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:236
|
||
msgid ""
|
||
"If that complete :guilabel:`Session Link` (ending in the custom "
|
||
":guilabel:`Session Code`) is used by participants to access the live session"
|
||
" survey, that link would *already* be entered for them. At that point, "
|
||
"they'd simply have to wait until the host of the live session begins the "
|
||
"survey, and then they'd be able to enter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:241
|
||
msgid ""
|
||
"If the :guilabel:`Session Link` (ending in the custom :guilabel:`Session "
|
||
"Code`) is sent **without** including the :guilabel:`Session Code` ending, "
|
||
"participants trying to access the live session, via that link, will need to "
|
||
"enter the custom :guilabel:`Session Code` to gain access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:245
|
||
msgid ""
|
||
"If the :guilabel:`Session Code` field is empty, a slightly longer, more "
|
||
"complicated URL populates the :guilabel:`Session Link` field. When "
|
||
"participants attempt to access the live session via that link (without a "
|
||
"configured :guilabel:`Session Code`), all they have to do is wait for the "
|
||
"host of the live session to begin the survey, and they'd be able to "
|
||
"participate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:250
|
||
msgid ""
|
||
"Lastly, in the :guilabel:`Live Session` section, there is the option to "
|
||
":guilabel:`Reward quick answers`. If that option is enabled, participants "
|
||
"who submit their answer quickly receive more points."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:255
|
||
msgid ":doc:`live_session`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:260
|
||
msgid ""
|
||
"In this non-required tab, users can enter a custom description about the "
|
||
"survey, along with any explanations or guidance that a survey participant "
|
||
"may need in order to properly participate (and complete) the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:265
|
||
msgid "End Message tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:267
|
||
msgid ""
|
||
"In this non-required tab, users can enter a custom message that participants"
|
||
" see upon completing the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:271
|
||
msgid "Survey form buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:273
|
||
msgid ""
|
||
"Once the survey has been configured properly, and questions have been added,"
|
||
" the user can utilize any of the available buttons in the upper-left corner "
|
||
"of the survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid "The various buttons on a survey form in Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:280
|
||
msgid "Those buttons are the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:282
|
||
msgid ""
|
||
":guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form "
|
||
"that can be used to invite potential participants to the survey — complete "
|
||
"with a :guilabel:`Survey Link` that can be copied and sent to potential "
|
||
"participants, and a :guilabel:`Send by Email` toggle switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid ""
|
||
"The 'Share a Survey' pop-up window that appears in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:290
|
||
msgid ""
|
||
"When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated"
|
||
" by a green switch, additional fields appear, in which "
|
||
":guilabel:`Recipients` and a :guilabel:`Subject` can be added to the email. "
|
||
"Below that, a dynamic email template, complete with a :guilabel:`Start "
|
||
"Certification` button appears, which can also be modified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:301
|
||
msgid ""
|
||
":guilabel:`See results`: this button **only** appears if there has been at "
|
||
"least one participant who has completed the survey. Clicking :guilabel:`See "
|
||
"results` reveals a separate tab containing a visual analysis of the survey "
|
||
"questions and responses. For more information, check out the :doc:`scoring "
|
||
"surveys <scoring>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:305
|
||
msgid ""
|
||
":guilabel:`Create Live Session`: clicking this button opens the *Session "
|
||
"Manager* in a separate tab. It also allows participants to access the live "
|
||
"session, but the actual survey does **not** begin until the user hosting the"
|
||
" live session survey clicks the :guilabel:`Start` button on the *Session "
|
||
"Manager* window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:310
|
||
msgid ""
|
||
"Additionally, when :guilabel:`Create Live Session` has been clicked, and the"
|
||
" *Session Manager* tab has been opened, the :guilabel:`Create Live Session` "
|
||
"button on the survey form is replaced with two new buttons: :guilabel:`Open "
|
||
"Session Manager` and :guilabel:`Close Live Session`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:314
|
||
msgid ""
|
||
"Clicking :guilabel:`Open Session Manager` opens another separate tab to the "
|
||
"*Session Manager*, and clicking :guilabel:`Close Live Session` closes, and "
|
||
"subsequently ends, the live session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:316
|
||
msgid ""
|
||
":guilabel:`Test`: clicking this button opens a new tab to a test version of "
|
||
"the survey, in order for the user to check for errors or inconsistencies, "
|
||
"from the point-of-view of a participant. Users can tell if they are in a "
|
||
"test version of the survey if there is a blue banner at the top of the "
|
||
"screen, reading: `This is a Test Survey --> Edit Survey`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:321
|
||
msgid ""
|
||
"If the link in the blue banner is clicked, Odoo returns the user to the "
|
||
"survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:322
|
||
msgid ""
|
||
":guilabel:`Print`: clicking this button opens a new tab to a printable "
|
||
"version of the survey that the user can proceed to print for their records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:324
|
||
msgid ""
|
||
":guilabel:`Close`: clicking this button closes the survey (i.e. archives "
|
||
"it), which is represented by a red :guilabel:`Archived` banner across the "
|
||
"top-right corner of the survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:327
|
||
msgid ""
|
||
"When this button is clicked, and the survey is closed, a single button "
|
||
"appears in the upper-right corner of the survey form, titled: "
|
||
":guilabel:`Reopen`. When :guilabel:`Reopen` is clicked the survey is "
|
||
"reopened (i.e. unarchived), and the :guilabel:`Archived` banner is removed "
|
||
"from the survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:333
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:220
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:56
|
||
msgid ":doc:`questions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:5
|
||
msgid ""
|
||
"With the Odoo *Surveys* application, users can enhance in-person "
|
||
"demonstrations and presentations with the *Live Session* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:8
|
||
msgid ""
|
||
"*Live Session* surveys function the same way as a normal survey, but with a "
|
||
"host or moderator, who presents the questions to participants, reveals their"
|
||
" responses in real-time, and controls the tempo of the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:12
|
||
msgid ""
|
||
"In *Live Session* surveys, participants access the survey experience via a "
|
||
"custom URL, and sign in with an optional access code. When the survey has "
|
||
"begun, the host presents one question at a time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:15
|
||
msgid ""
|
||
"Then, the audience of participants submit their answer, either via their "
|
||
"computer or mobile device, and once the responses have been gathered, the "
|
||
"host reveals all the participant's responses, in real time, with each "
|
||
"answer's results displayed as a bar graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst-1
|
||
msgid ""
|
||
"Rendered concept of how a Live Session question and answer result appears in"
|
||
" Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:24
|
||
msgid "Create Live Session survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:26
|
||
msgid ""
|
||
"To create a *Live Session* survey, begin by opening the *Surveys* "
|
||
"application. From the :guilabel:`Surveys` dashboard, click the "
|
||
":guilabel:`New` button to reveal a blank survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:29
|
||
msgid ""
|
||
"Any of the survey type options (:guilabel:`Survey`, :guilabel:`Live "
|
||
"Session`, :guilabel:`Assessment`, or :guilabel:`Custom`), presented as radio"
|
||
" buttons at the top of the survey, can be used to create a *Live Session*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:33
|
||
msgid ""
|
||
"However, selecting the :guilabel:`Live Session` survey type radio button "
|
||
"streamlines the process because Odoo auto-selects the optimal settings and "
|
||
"options for a *Live Session* survey when that option is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:38
|
||
msgid ""
|
||
"If the :guilabel:`Is a Certification` option is enabled in the "
|
||
":guilabel:`Options` tab, the survey **cannot** be used as a *Live Session* "
|
||
"survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:41
|
||
msgid ""
|
||
"With the desired survey radio button option selected, proceed to "
|
||
":doc:`create a survey <../surveys/create>` with :doc:`questions and sections"
|
||
" <../surveys/questions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:44
|
||
msgid ""
|
||
"While creating questions for the *Live Session* survey, open the "
|
||
":guilabel:`Options` tab on the :guilabel:`Create Sections and Questions` "
|
||
"pop-up form, in order to reveal the :guilabel:`Live Sessions` section, which"
|
||
" only has one available feature: :guilabel:`Question Time Limit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:48
|
||
msgid ""
|
||
"When the :guilabel:`Question Time Limit` option is enabled, a new field "
|
||
"appears beside it, wherein the user **must** enter the desired amount of "
|
||
"time (in seconds) the participant gets to answer the question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst-1
|
||
msgid ""
|
||
"The Live Session question time limit option for questions in the Odoo "
|
||
"Surveys application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:59
|
||
msgid ""
|
||
"After the questions have been created for the *Live Session* survey, open "
|
||
"the :guilabel:`Options` tab of the survey form to further configure the "
|
||
"survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:62
|
||
msgid ""
|
||
"The :guilabel:`Options` tab is organized into four sections: "
|
||
":guilabel:`Questions`, :guilabel:`Time & Scoring`, :guilabel:`Participants`,"
|
||
" and :guilabel:`Live Session`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:68
|
||
msgid ""
|
||
"Regardless of the option selected for the :guilabel:`Pagination` field, the "
|
||
"*Live Session* survey *only* shows :guilabel:`One page per question`, and "
|
||
"will default to that option when the :guilabel:`Create Live Session` button "
|
||
"is clicked, and a *Live Session* survey officially begins."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:73
|
||
msgid ""
|
||
"The :guilabel:`One page per question` option in the :guilabel:`Pagination` "
|
||
"field is selected by default, and no other options appear in the "
|
||
":guilabel:`Questions` section, when the :guilabel:`Live Session` survey type"
|
||
" radio button is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:77
|
||
msgid ""
|
||
"The :guilabel:`Display Progress as` and :guilabel:`Question Selection` "
|
||
"options are still viable and active options for *Live Session* surveys, if "
|
||
"desired, but they are **not** required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:80
|
||
msgid ""
|
||
"However, the :guilabel:`Allow Roaming` feature is **not** available during "
|
||
"*Live Session* surveys whatsoever, as the host/moderator controls the "
|
||
"survey, and participants have no control over what question they see, or "
|
||
"when they see it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:87
|
||
msgid ""
|
||
"The :guilabel:`Survey Time Limit` option is **not** applicable for *Live "
|
||
"Session* surveys. This option does not even appear in the :guilabel:`Time & "
|
||
"Scoring` section of the :guilabel:`Options` tab if the :guilabel:`Live "
|
||
"Session` survey type radio button option is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:92
|
||
msgid ""
|
||
"While the :guilabel:`Survey Time Limit` option is not applicable for *Live "
|
||
"Session* surveys, each question *can* be affixed with its own *Question Time"
|
||
" Limit*, via the *Options* tab of the question pop-up form. Those question-"
|
||
"specific time limits *do* work with *Live Session* surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:96
|
||
msgid ""
|
||
"If desired, any :guilabel:`Scoring` option, and subsequent "
|
||
":guilabel:`Required Score (%)` option are available to use with *Live "
|
||
"Session* surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:99
|
||
msgid ""
|
||
"However, if the :guilabel:`Is a Certification` option is enabled, the survey"
|
||
" **cannot** be used as a *Live Session* survey. The :guilabel:`Is a "
|
||
"Certification` option does **not** appear in the :guilabel:`Time & Scoring` "
|
||
"section of the :guilabel:`Options` tab if the :guilabel:`Live Session` "
|
||
"survey type radio button option is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:107
|
||
msgid ""
|
||
"The :guilabel:`Access Mode` field is set to the :guilabel:`Anyone with the "
|
||
"link` option when the survey is used as a *Live Session*. The "
|
||
":guilabel:`Anyone with the link` option **cannot** be modified if the "
|
||
":guilabel:`Live Session` survey type radio button option is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:111
|
||
msgid ""
|
||
"The :guilabel:`Require Login` option is available for *Live Session* "
|
||
"surveys. However, if the :guilabel:`Live Session` survey type radio button "
|
||
"option is selected, the usual :guilabel:`Limit Attempts` field that appears "
|
||
"when :guilabel:`Require Login` is enabled does **not** appear, as live "
|
||
"session participants only get to attempt the survey once, as the host leads "
|
||
"them through it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:119
|
||
msgid ""
|
||
"The :guilabel:`Session Code` field allows users to create unique codes for "
|
||
"participants to use, in order to gain access to the *Live Session* survey. "
|
||
"This code can consist of any combination of letters, numbers, and/or "
|
||
"symbols."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:123
|
||
msgid ""
|
||
"The :guilabel:`Session Code` field is **not** required, however, it is "
|
||
"encouraged because it adds a level of exclusivity to the survey and, without"
|
||
" a :guilabel:`Session Code`, the URL that appears in the following "
|
||
":guilabel:`Session Link` field becomes far more complex."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:128
|
||
msgid ""
|
||
"If a :guilabel:`Session Code` is **not** entered, participants can access "
|
||
"the survey, via the :guilabel:`Session Link` without needing a host, and the"
|
||
" fundamental elements of the *Live Session* are lost, as the survey is then "
|
||
"just a normal questionnaire, without any real-time results."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:133
|
||
msgid ""
|
||
"With a :guilabel:`Session Code`, the URL in the non-modifiable "
|
||
":guilabel:`Session Link` field is simplified, and ends with the "
|
||
":guilabel:`Session Code`, preceded by `/s/`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:137
|
||
msgid ""
|
||
"If `1212` has been entered as the :guilabel:`Session Code`, the URL in the "
|
||
":guilabel:`Session Link` field begins with the basic URL of the database "
|
||
"(e.g. `sample-database.odoo.com`), followed by: `/s/1212`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:141
|
||
msgid ""
|
||
"So, collectively, that sample :guilabel:`Session Link` would be: `sample-"
|
||
"database.odoo.com/s/1212`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:145
|
||
msgid ""
|
||
"If a user sends out the :guilabel:`Session Link` URL in its complete form - "
|
||
":guilabel:`Session Code` and all - participants would *not* need to enter in"
|
||
" a code, as it would already be entered for them. That complete link places "
|
||
"the participant in a virtual waiting room, where they simply need to wait "
|
||
"for the host to officially start the *Live Session* survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:150
|
||
msgid ""
|
||
"If a user sends out the :guilabel:`Session Link` URL - *except* for the "
|
||
":guilabel:`Session Code` at the end (i.e. the entire URL *through* `.../s/`)"
|
||
" - participants would be taken to a page, wherein they would need to enter "
|
||
"the specific :guilabel:`Session Code` in order to access the *Live Session*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:155
|
||
msgid ""
|
||
"If any :guilabel:`Scoring` option has been enabled, the opportunity to "
|
||
":guilabel:`Reward quick answers` is also available with *Live Session* "
|
||
"surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:159
|
||
msgid "Start Live Session surveys"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:161
|
||
msgid ""
|
||
"Once all the questions and configurations are complete, users can click the "
|
||
":guilabel:`Create Live Session` button at the top of the survey form. Doing "
|
||
"so opens a new browser tab to the *Session Manager*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:165
|
||
msgid ""
|
||
"When the :guilabel:`Create Live Session` button has been clicked, and the "
|
||
"*Live Session* has begun, a new :guilabel:`Open Session Manager` button "
|
||
"appears on the survey form, which opens a new browser tab to the *Session "
|
||
"Manager*. If the *Live Session* has already begun, that button leads the "
|
||
"user to the question or section the *Live Session* is currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:170
|
||
msgid ""
|
||
"Additionally, a :guilabel:`Close Live Session` button appears on the survey "
|
||
"form. When that button is clicked, the *Live Session* survey closes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:173
|
||
msgid ""
|
||
"The *Session Manager* is controlled by the host/moderator of the *Live "
|
||
"Session* survey, and is typically shown on a projection or screen, so the "
|
||
"participants can collectively view the questions and real-time responses, as"
|
||
" the host/moderator guides them through the *Live Session*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:178
|
||
msgid ""
|
||
"The participant can see and answer the questions from their computer or "
|
||
"mobile device, but the results and real-time responses can **only** be seen "
|
||
"on the *Session Manager*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:181
|
||
msgid ""
|
||
"Initially, the *Session Manager* shows the title of the *Live Session* "
|
||
"survey, the link needed to access it, and a :guilabel:`Waiting for "
|
||
"attendees...` counter, which populates as participants enter the *Live "
|
||
"Session* survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:185
|
||
msgid ""
|
||
"Once the desired amount of participants have entered the *Live Session* "
|
||
"survey, the host/moderator can click the :guilabel:`Start` button on the "
|
||
"right side of the *Session Manager* window to begin the *Live Session*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:190
|
||
msgid ""
|
||
"If the survey begins with a section title on the survey form, that section "
|
||
"title appears in the *Session Manager*, and the participant's view of the "
|
||
"survey informs them to `Pay attention to the host screen until the next "
|
||
"question`. This message appears whenever a section title appears during a "
|
||
"*Live Session*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:195
|
||
msgid ""
|
||
"When the first question appears on the survey, the *Session Manager* shows "
|
||
"the question above an empty bar graph, showing the potential answer options "
|
||
"on the x-axis. The participants see the question and selectable answer "
|
||
"options on their computer or mobile device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:199
|
||
msgid ""
|
||
"As participants submit their answers, a progress bar, in the upper-left "
|
||
"corner of the *Session Manager*, fills in. This is how *Live Session* "
|
||
"hosts/moderators know when every participant has submitted their responses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:203
|
||
msgid ""
|
||
"Then, when the desired amount of participants have submitted their "
|
||
"responses, the host/moderator clicks the :guilabel:`Show Results` button on "
|
||
"the right side of the *Session Manager* to reveal the collective real-time "
|
||
"responses on the bar graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:207
|
||
msgid ""
|
||
"Once the host/moderator feels like the participants have had enough time to "
|
||
"view the real-time results, via the populated bar graph, they can click the "
|
||
":guilabel:`Show Correct Answer(s)` button on the right side of the *Session "
|
||
"Manager* window. Doing so highlights the correct response, if one has been "
|
||
"designated, in green. All incorrect responses are highlighted in red."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:212
|
||
msgid ""
|
||
"When the host/moderator feels the participants have had enough time to take "
|
||
"in the correct and incorrect responses, via the bar graph on the *Session "
|
||
"Manager*, they can click the :guilabel:`Next` button to move on to the next "
|
||
"portion of the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/live_session.rst:216
|
||
msgid "Repeat this process until the survey is complete."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:5
|
||
msgid ""
|
||
"In Odoo *Surveys*, crafting and tailoring survey questions is crucial for "
|
||
":doc:`creating and customizing surveys <../surveys/create>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:8
|
||
msgid ""
|
||
"Fortunately, Odoo provides numerous ways to configure tailored questions for"
|
||
" any kind of survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:10
|
||
msgid ""
|
||
"To access a list of *all* the questions that have been created in the "
|
||
"database, navigate to :menuselection:`Surveys app --> Questions & Answers "
|
||
"--> Questions`. There, users can view and modify any question from any "
|
||
"survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:14
|
||
msgid ""
|
||
"However, there is only one place in the Odoo *Surveys* application where "
|
||
"survey questions can be created. To do that, navigate to a survey form, by "
|
||
"going to :menuselection:`Surveys app --> New`, or by selecting any pre-"
|
||
"existing survey from the :guilabel:`Surveys` page (:menuselection:`Surveys "
|
||
"app --> Surveys`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:22
|
||
msgid ""
|
||
"On a survey form, users can view, access, add, and/or delete questions (and "
|
||
"sections) in the :guilabel:`Questions` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:32
|
||
msgid ""
|
||
"To reveal the :guilabel:`Mandatory Answer` column on the "
|
||
":guilabel:`Questions` tab, which indicates if questions require a mandatory "
|
||
"answer or not, click the :guilabel:`(optional columns)` icon located to the "
|
||
"far-right of the column titles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid ""
|
||
"The slider drop-down menu showing the Mandatory Answer option in Odoo "
|
||
"Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:41
|
||
msgid "Create sections"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:50
|
||
msgid ""
|
||
"Then, drag-and-drop desired questions beneath a section, or drag-and-drop a "
|
||
"section title on top of (i.e. *before*) the desired question(s) in the "
|
||
"survey, in order to populate the section with specific questions that fit "
|
||
"the theme of the section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:66
|
||
msgid ""
|
||
"To create questions for the survey, click :guilabel:`Add a question` in the "
|
||
":guilabel:`Questions` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:69
|
||
msgid ""
|
||
"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and"
|
||
" Questions` pop-up window, in which a survey question can be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:77
|
||
msgid ""
|
||
"When all desired configurations are complete click either :guilabel:`Save & "
|
||
"Close` to save the question and return to the survey form, or "
|
||
":guilabel:`Save & New` to save the question and create a new one right away "
|
||
"in a fresh :guilabel:`Create Sections and Questions` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:81
|
||
msgid "Click :guilabel:`Discard` to discard the question entirely."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:84
|
||
msgid "Create Sections and Questions pop-up window"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid "The Create Sections and Questions pop-up form in Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:90
|
||
msgid ""
|
||
"In the :guilabel:`Create Sections and Questions` pop-up window, start by "
|
||
"typing the question into the :guilabel:`Question` field, located at the top "
|
||
"of the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:93
|
||
msgid ""
|
||
"Then, choose the desired :guilabel:`Question Type`. A preview of each "
|
||
":guilabel:`Question Type` is to the right of the :guilabel:`Question Type` "
|
||
"field, when a :guilabel:`Question Type` is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:96
|
||
msgid "Choose from the following :guilabel:`Question Types`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:98
|
||
msgid ""
|
||
":guilabel:`Multiple choice: only one answer`: a multiple choice question, "
|
||
"where only one answer is permitted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:100
|
||
msgid ""
|
||
":guilabel:`Multiple choice: multiple answers allowed`: a multiple choice "
|
||
"question, where more than answer is permitted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:102
|
||
msgid ""
|
||
":guilabel:`Multiple Lines Text Box`: an open-ended question, where "
|
||
"participants can type in a multiple line response."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:104
|
||
msgid ""
|
||
":guilabel:`Single Line Text Box`: an open-ended question, where participants"
|
||
" can type in a single line response."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:106
|
||
msgid ""
|
||
":guilabel:`Numerical Value`: a number-based question, where participants "
|
||
"must enter a number as a response."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:108
|
||
msgid ""
|
||
":guilabel:`Date`: a date-based question, where participants must enter a "
|
||
"date (year-month-day) as a response."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:110
|
||
msgid ""
|
||
":guilabel:`Datetime`: a date-based question, where participants must enter a"
|
||
" date *and* time (year-month-day, hour-minute-second) as a response."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:112
|
||
msgid ""
|
||
":guilabel:`Matrix`: a multiple-choice, multiple question, in a table/chart "
|
||
"layout, where participants are presented with different questions on each "
|
||
"row, and different answer options on each column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:117
|
||
msgid ""
|
||
"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`"
|
||
" tabs, depending on the chosen :guilabel:`Question Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:120
|
||
msgid ""
|
||
"However, the :guilabel:`Description` tab **always** remains the same, "
|
||
"regardless of the question type chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:123
|
||
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` tab (if applicable for the chosen "
|
||
":guilabel:`Question Type`), the :guilabel:`Description` tab, and the "
|
||
":guilabel:`Options` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:127
|
||
msgid ""
|
||
"Each tab offers a variety of different features, depending on what "
|
||
":guilabel:`Question Type` was chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:131
|
||
msgid "Answers tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:133
|
||
msgid ""
|
||
"The :guilabel:`Answers` tab **only** appears if the selected "
|
||
":guilabel:`Question Type` provides answer options to the participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:136
|
||
msgid ""
|
||
"However, if a custom response is required to answer the selected "
|
||
":guilabel:`Question Type`, like a :guilabel:`Multiple Lines Text Box`, for "
|
||
"example. Or, if the answer to the :guilabel:`Question Type` is a number, "
|
||
"date, or datetime, the :guilabel:`Answers` tab disappears completely."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:140
|
||
msgid ""
|
||
"If the :guilabel:`Single Line Text Box` is selected as the "
|
||
":guilabel:`Question Type`, the :guilabel:`Answers` tab remains, although it "
|
||
"only provides two checkbox options: :guilabel:`Input must be an email` and "
|
||
":guilabel:`Save as user nickname`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid "The Single Line Text box question type answers tab in Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:148
|
||
msgid ""
|
||
"If the :guilabel:`Input must be an email` option is enabled, a new field, "
|
||
":guilabel:`Save as user email` appears. If that box is ticked, Odoo saves "
|
||
"the participant's answer to that specific question as their email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:152
|
||
msgid ""
|
||
"If the :guilabel:`Save as user nickname` option is enabled, Odoo saves the "
|
||
"participant's answer as its nickname."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:155
|
||
msgid ""
|
||
"For all other applicable :guilabel:`Question Type` options that provide "
|
||
"answer options to the participant, the :guilabel:`Answers` tab appears the "
|
||
"same."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid ""
|
||
"The answer tab with a multiple choice answer option selected in Odoo "
|
||
"Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:162
|
||
msgid ""
|
||
"From here, users can add answer options by clicking :guilabel:`Add a line`, "
|
||
"and typing in the various answer options for that question. Then, either "
|
||
"press :kbd:`Enter` to lock in that answer option and immediately add another"
|
||
" one. Or, click away to simply lock in that answer option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:166
|
||
msgid ""
|
||
"The entered answer options appear in the :guilabel:`Choices` column of the "
|
||
":guilabel:`Answers` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:168
|
||
msgid ""
|
||
"If any *Scoring* option is enabled in the :guilabel:`Options` tab of the "
|
||
"survey form, the :guilabel:`Correct` and :guilabel:`Score` columns appear to"
|
||
" the right of the :guilabel:`Choices` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:172
|
||
msgid ""
|
||
"To mark an answer option as correct, tick the box beneath the "
|
||
":guilabel:`Correct` column for the respective question. If "
|
||
":guilabel:`Multiple choice: multiple answers allowed` is set as the "
|
||
":guilabel:`Question Type`, multiple answers in the :guilabel:`Choices` "
|
||
"column can be marked as :guilabel:`Correct`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:177
|
||
msgid ""
|
||
"In the :guilabel:`Score` column, designate how many points (if any) should "
|
||
"be rewarded to the participant for entering that specific answer. It is "
|
||
"possible to enter a negative amount as the :guilabel:`Score` to take points "
|
||
"away for an incorrect response."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:181
|
||
msgid ""
|
||
"The option to upload a corresponding image to accompany the answer options "
|
||
"is available on the question line, beneath the :guilabel:`Image` column, by "
|
||
"clicking :guilabel:`Upload your file`, and uploading the desired image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:185
|
||
msgid ""
|
||
"To delete any answer option, click the :guilabel:`🗑️ (trash can)` icon to "
|
||
"the far-right of the question line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:188
|
||
msgid ""
|
||
"An exception to that is if the :guilabel:`Matrix` option is selected as the "
|
||
":guilabel:`Question Type`. If that's chosen, the :guilabel:`Answers` tab "
|
||
"remains, but below the typical :guilabel:`Choices` section, there is a "
|
||
":guilabel:`Rows` section. That's because the :guilabel:`Matrix` option "
|
||
"provides an answer table for participants to fill out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid "The answer tab with a matrix question type selected in Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:200
|
||
msgid ""
|
||
"In the :guilabel:`Description` tab of the :guilabel:`Create Sections and "
|
||
"Questions` pop-up window is used to provide any kind of guidelines, "
|
||
"instructions, or any other type of supplemental material deemed necessary to"
|
||
" help participants answer/understand the question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:204
|
||
msgid "Entering a description is **not** required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:209
|
||
msgid ""
|
||
"In the :guilabel:`Options` tab of the :guilabel:`Create Sections and "
|
||
"Questions` pop-up window, there are four available sections: "
|
||
":guilabel:`Answers`, :guilabel:`Constraints`, :guilabel:`Conditional "
|
||
"Display`, and :guilabel:`Live Sessions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:214
|
||
msgid "Answers section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:217
|
||
msgid ""
|
||
"Fields in the :guilabel:`Answers` section in the :guilabel:`Options` tab of "
|
||
"the :guilabel:`Create Sections and Questions` pop-up window vary, depending "
|
||
"on the selected :guilabel:`Question Type` and overall :guilabel:`Options` "
|
||
"configured on the survey form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:222
|
||
msgid "Multiple Choice question types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:224
|
||
msgid ""
|
||
"If the selected :guilabel:`Question Type` is either :guilabel:`Multiple "
|
||
"choice: only one answer` or :guilabel:`Multiple choice: multiple answers "
|
||
"allowed`, there is a :guilabel:`Show Comments Field` present in the "
|
||
":guilabel:`Answers` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:228
|
||
msgid ""
|
||
"When enabled, two additional fields appear: :guilabel:`Comment Message` and "
|
||
":guilabel:`Comment is an answer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid ""
|
||
"The answers section of the options tab when a multiple choice question type "
|
||
"is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:235
|
||
msgid ""
|
||
"In the :guilabel:`Comment Message` field, type in a guiding message to help "
|
||
"participants know what is expected of them (e.g. `If other, please "
|
||
"specify`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:238
|
||
msgid ""
|
||
"If the :guilabel:`Comment is an answer` option is enabled, Odoo takes the "
|
||
"participant's commented response as an answer, and not just commentary on "
|
||
"the question. This is best utilized in surveys where there is no scoring "
|
||
"option enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:243
|
||
msgid "Multiple Lines Text Box question type"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:245
|
||
msgid ""
|
||
"If the selected :guilabel:`Question Type` is :guilabel:`Multiple Lines Text "
|
||
"Box`, a :guilabel:`Placeholder` field appears in the :guilabel:`Answers` "
|
||
"section of the :guilabel:`Options` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid ""
|
||
"The placeholder field when a multiple lines text box option is chosen in "
|
||
"Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:253
|
||
#: ../../content/applications/marketing/surveys/questions.rst:276
|
||
msgid ""
|
||
"In the :guilabel:`Placeholder` field, enter a guiding direction to help "
|
||
"participants know what they should write in the :guilabel:`Multiple Lines "
|
||
"Text Box` presented to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:257
|
||
msgid "Single Line Text Box, Numerical Value, Date, Datetime question types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:259
|
||
msgid ""
|
||
"If the selected :guilabel:`Question Type` is :guilabel:`Single Line Text "
|
||
"Box`, :guilabel:`Numerical Value`, :guilabel:`Date`, or "
|
||
":guilabel:`Datetime`, two options appear in the :guilabel:`Answers` section "
|
||
"of the :guilabel:`Options` tab: :guilabel:`Validate Entry` and "
|
||
":guilabel:`Placeholder`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:263
|
||
msgid ""
|
||
"If the :guilabel:`Validate Entry` option is enabled, two additional fields "
|
||
"appear beneath: :guilabel:`Min/Max Limits` and :guilabel:`Validation Error`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid ""
|
||
"The answers section of the option tab when a single line text box question "
|
||
"type is chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:270
|
||
msgid ""
|
||
"In the :guilabel:`Min/Max Limits` field, designate the minimum and maximum "
|
||
"allowed quantities for that specific question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:273
|
||
msgid ""
|
||
"In the :guilabel:`Validation Error` field, enter a custom message that Odoo "
|
||
"displays when an answer is not valid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:280
|
||
msgid "Constraints section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:282
|
||
msgid ""
|
||
"The :guilabel:`Constraints` section in the :guilabel:`Options` tab is the "
|
||
"same, regardless of the selected :guilabel:`Question Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid "The Constraints section in the options tab in Odoo Surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:289
|
||
msgid ""
|
||
"In the :guilabel:`Constraints` section, there is one option available: "
|
||
":guilabel:`Mandatory Answer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:291
|
||
msgid ""
|
||
"When :guilabel:`Mandatory Answer` is enabled, that means that specific "
|
||
"question requires an answer from the participant before they can move on. "
|
||
"Also, when :guilabel:`Mandatory Answer` is enabled, that reveals an "
|
||
"additional field: :guilabel:`Error Message`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:295
|
||
msgid ""
|
||
"In the :guilabel:`Error Message` field, enter a custom error message "
|
||
"prompting the participant to provide an answer for this question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:299
|
||
msgid "Conditional Display section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:301
|
||
msgid ""
|
||
":guilabel:`Conditional Display` means the question is **only** displayed if "
|
||
"a specified conditional answer(s) (i.e. :guilabel:`Triggering Answers`) has "
|
||
"been selected in a previous question(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:305
|
||
msgid ""
|
||
"The :guilabel:`Conditional Display` section of the :guilabel:`Options` tab "
|
||
"is **not** available when questions are randomly picked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:308
|
||
msgid ""
|
||
"There is only one field in the :guilabel:`Conditional Display` section: "
|
||
":guilabel:`Triggering Answers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid ""
|
||
"The Conditional Display section of the options tab in the Odoo Surveys "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:315
|
||
msgid ""
|
||
"In the :guilabel:`Triggering Answers` field, select specific responses from "
|
||
"previous questions that would trigger this question. More than one answer "
|
||
"can be selected. Leave the field empty if the question should always be "
|
||
"displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:320
|
||
msgid "Live Sessions section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:322
|
||
msgid ""
|
||
"The option in the :guilabel:`Live Sessions` section of the "
|
||
":guilabel:`Options` tab are **only** supported by *Live Session* surveys."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:325
|
||
msgid ""
|
||
"There is only one option available in the :guilabel:`Live Sessions` section:"
|
||
" :guilabel:`Question Time Limit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst-1
|
||
msgid ""
|
||
"The Live Sessions section of the Option tab in the Odoo Surveys application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:332
|
||
msgid ""
|
||
"When the :guilabel:`Question Time Limit` option is enabled, designate how "
|
||
"much time (in :guilabel:`seconds`) participants have to answer the question "
|
||
"during a *Live Session* survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/questions.rst:336
|
||
msgid ""
|
||
"Survey text colors are directly linked to the colors used for the "
|
||
":doc:`website theme <../../websites/website/web_design/themes>`."
|
||
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 ""
|