280 lines
12 KiB
Plaintext
280 lines
12 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015-TODAY, 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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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 14.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2021-02-04 11:02+0100\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\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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#: ../../marketing_automation.rst:5
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msgid "Marketing Automation"
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msgstr ""
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#: ../../marketing_automation/advanced.rst:3
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msgid "Advanced"
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:3
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msgid "Understanding Metrics"
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:4
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msgid "Metrics are values that help you measure progress and can be a powerful way of linking your employees to goals."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:9
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msgid "When you create a workflow in Odoo, its visual content already shows metrics in a graph form and in numbers."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:10
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msgid "Let’s consider the example below:"
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:19
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msgid "The *Target* - business object - is *Lead/Opportunity* and was narrowed down to the ones whose *Tag Name* contain the description “Product”, and have an email address set."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:20
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msgid "A total number of 20 records match the criteria."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:28
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msgid "Out of those 20 records, 25 have become participants, in other words, they have matched the criteria."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:36
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msgid "Every time the system runs, updating numbers and triggering actions, it will look at the *Target* model and check if new records have been added or modified, keeping the flow up-to-date."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:41
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msgid "The filter here is applied to *all* activities. Leads that lose the tag in the meantime will be excluded from later activities."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:45
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msgid "*Records* is a real-time number, therefore while the workflow is running, changes in opportunity records can be made - delete, add, adjustment - updating the number of records, but not changing the number of participants, as the metric *will not* exclude opportunities that have been set as participants before. It will just add new ones. For this reason, the number of *Records* can be different from the number of *Participants*."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:0
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msgid "You can also have filters applied to activities individually, under *Domain*. A useful feature to specify an individual filter that will only be performed if the records satisfied both filters, the activity and its domain one."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:0
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msgid "Example: for an activity sending an SMS, you could make sure a phone number is set to avoid triggering a SMS that would never be sent and crash."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:64
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msgid "*Success* is the number of times the searching for participants - that match the filter(s) of that activity - was performed successfully in relation to the total number of participants."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:65
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msgid "If a participant does not match the conditions, it will be added to *Rejected*."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:71
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msgid "Hovering over the graph, you can see the number of successful and rejected participants, per day, for the last 15 days."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:75
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msgid "Every time a new record is added to the *Target* model, it will be automatically added to the workflow, and, it will start the workflow from the beginning (parent action)."
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:79
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msgid ":doc:`../overview/automate_actions`"
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:80
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msgid ":doc:`../overview/segment`"
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msgstr ""
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#: ../../marketing_automation/advanced/understanding_metrics.rst:81
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msgid ":doc:`../overview/test`"
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msgstr ""
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#: ../../marketing_automation/overview.rst:3
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msgid "Overview"
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:3
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msgid "Automate Actions and Create a Workflow"
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:4
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msgid "Automated workflows are a sign that you are building intelligent, data-driven, multifaceted campaigns to enable the delivery of the right message, to the right prospects, at the right time. It also speeds up processes and creates a seamless experience for employees."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:9
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msgid "Segment and create a campaign"
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:10
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msgid "Go to :menuselection:`Campaigns --> Create`."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:12
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msgid "In the example below, the *Marketing Automation* application is fully integrated with *Contacts*."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:14
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msgid "But it can also be integrated with other apps like CRM, as long as they are installed in your database."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:23
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msgid "Depending on the criteria, the *target model updates itself* while the campaign is running. That means that every new record that meets the criteria will be added to the workflow."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:25
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msgid "Example: a campaign starts for leads that have no salesman assigned. If at some point, those leads get to have a salesman assigned to it, the campaign will stop running."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:29
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msgid "Create a parent activity and start to build a workflow"
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:30
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msgid "Click on *Add new activity*."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:37
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msgid "*Trigger* is the field to set for the activity to start to de deployed."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:39
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msgid "Adopt an *Expiry Duration* if you would like to stop actions from being executed after a certain amount of time and in subsequence to the trigger."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:42
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msgid "Under *Domain* you can narrow down your target, even more, applying filters for this specific activity."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:47
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msgid "Add Child Activities"
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:48
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msgid "A *child activity* is an action that will take place based on a condition."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:50
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msgid "You can either create or add a child activity if on the previous one: the email was opened or not, the email was replied or not, the link was clicked or not, the email bounced back."
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msgstr ""
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#: ../../marketing_automation/overview/automate_actions.rst:59
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#: ../../marketing_automation/overview/test.rst:53
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msgid ":doc:`segment`"
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:3
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msgid "Segment the Database with Filters"
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:4
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msgid "Filters let you reach a granular level of detail in your records."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:7
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msgid "How to work with filters"
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:8
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msgid "When working with filters, you will see that some of the rules have an arrow button next to it, informing you that the parameter has more variables within it."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:18
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msgid "More than one parameter line - *node* (+) - can be added under what is called a *branch* (...)."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:19
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msgid "To exclude a *node* or a *branch*, click on *Delete node* (x)."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:27
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msgid "Every time a new branch is created, you can choose if you would like the records to match *all* criteria of the upcoming rules, or *any*, meaning one rule or the other."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:32
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msgid "Use cases"
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:34
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msgid "**Scenario**: narrow the target down to new opportunities in the pipeline."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:39
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msgid "**Scenario**: narrow the target down to suppliers."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:44
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msgid "**Scenario**: narrow the leads down to the ones that contain a certain tag name."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:49
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msgid "**Scenario**: narrow the target down to the attendees of a specific event that purchase a specific category of ticket."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:55
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msgid "**Scenario**: narrow the target down to the employees who have kids."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:60
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msgid "**Scenario**: narrow the target down to records with a helpdesk ticket solved."
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msgstr ""
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#: ../../marketing_automation/overview/segment.rst:66
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#: ../../marketing_automation/overview/test.rst:52
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msgid ":doc:`automate_actions`"
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:3
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msgid "Launch a Test and Start a Campaign"
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:4
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msgid "Before starting a campaign, launching a test allows you to run the workflow on a test contact and view the sequence of events in action, avoiding mistakes."
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:8
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msgid "Launch a test"
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:9
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msgid "Click on *Launch a test*."
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:12
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msgid "Once you have selected the test contact, *Run* the parent activity and the subsequent ones as needed. *Run* and *Stop* activities individually. To stop the whole workflow click on *Stop*."
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:22
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msgid "Launching a test does not add data to your metrics with the purpose of not introducing wrong inputs to reports."
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:27
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msgid "Start and stop a workflow"
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:28
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msgid "Click on *Start* to run the workflow, and on *Stop* to interrupt it. The interruption and new start can happen at any moment. The current status will be shown on the status bar."
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:38
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msgid "Participants and their specific workflow"
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:39
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msgid "*Participants* are all the records that have ever been involved in the campaign."
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msgstr ""
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#: ../../marketing_automation/overview/test.rst:47
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msgid "If you click on *Participants* and open a record, you will find the specific activities the record went/are/will go through, as well as when the workflow was triggered to him. If you wish to cancel an activity click on *Cancel*."
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msgstr ""
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