7366 lines
294 KiB
Plaintext
7366 lines
294 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
|
||
# Copyright (C) Odoo S.A.
|
||
# This file is distributed under the same license as the Odoo package.
|
||
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
|
||
#
|
||
# Translators:
|
||
# Lilach Gilliam <lilach.gilliam@gmail.com>, 2023
|
||
# דודי מלכה <Dudimalka6@gmail.com>, 2023
|
||
# Martin Trigaux, 2023
|
||
# Fishfur A Banter <fishfurbanter@gmail.com>, 2024
|
||
# Yihya Hugirat <hugirat@gmail.com>, 2024
|
||
# ZVI BLONDER <ZVIBLONDER@gmail.com>, 2024
|
||
# yael terner, 2024
|
||
#
|
||
#, fuzzy
|
||
msgid ""
|
||
msgstr ""
|
||
"Project-Id-Version: Odoo 16.0\n"
|
||
"Report-Msgid-Bugs-To: \n"
|
||
"POT-Creation-Date: 2025-01-27 14:31+0000\n"
|
||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||
"Last-Translator: yael terner, 2024\n"
|
||
"Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n"
|
||
"MIME-Version: 1.0\n"
|
||
"Content-Type: text/plain; charset=UTF-8\n"
|
||
"Content-Transfer-Encoding: 8bit\n"
|
||
"Language: he\n"
|
||
"Plural-Forms: nplurals=3; plural=(n == 1 && n % 1 == 0) ? 0 : (n == 2 && n % 1 == 0) ? 1: 2;\n"
|
||
|
||
#: ../../content/applications/marketing.rst:5
|
||
msgid "Marketing"
|
||
msgstr "שיווק"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:6
|
||
msgid "Email marketing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:8
|
||
msgid ""
|
||
"Emails are an effective, fully-customizable form of communication that are "
|
||
"able to reach any target audience - large or small. The success of an email "
|
||
"is easily measurable, especially when a creative call-to-action is involved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:12
|
||
msgid ""
|
||
"Odoo *Email Marketing* provides professional-grade email design tools, "
|
||
"templates, and features, designed to simplify the otherwise complex process "
|
||
"required to create engaging emails, build successful campaigns, and track "
|
||
"their overall effectiveness in a single application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:17
|
||
#: ../../content/applications/marketing/email_marketing.rst:220
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:74
|
||
msgid ":doc:`/applications/marketing/email_marketing/mailing_lists`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:18
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:136
|
||
msgid ":doc:`/applications/marketing/email_marketing/unsubscriptions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:19
|
||
msgid ":doc:`/applications/marketing/email_marketing/analyze_metrics`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:22
|
||
msgid "Email marketing dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:24
|
||
msgid ""
|
||
"To get started, click on the :menuselection:`Email Marketing` app icon, "
|
||
"located on the main Odoo dashboard, which leads to the main :guilabel:`Email"
|
||
" Marketing` dashboard (in the default kanban view)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:28
|
||
msgid ""
|
||
"To see all the mailings in the database, remove the default :guilabel:`My "
|
||
"Mailings` filter from the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the main dashboard of the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:36
|
||
msgid ""
|
||
"In the search bar, by default, the filter: :guilabel:`My Mailings` is "
|
||
"present. That means the only information being seen (at that time) on the "
|
||
":guilabel:`Email Marketing` dashboard are emails that the current user has "
|
||
"created, sent, or is responsible for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:40
|
||
msgid ""
|
||
"This filter can be removed by clicking the :guilabel:`X` next to "
|
||
":guilabel:`My Mailings` in the search bar. Doing so, reveals all the "
|
||
"information for every email in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:44
|
||
msgid "Default kanban view and stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:46
|
||
msgid ""
|
||
"The four kanban columns each represent the various stages of emails that "
|
||
"have been built or sent within the *Email Marketing* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:49
|
||
msgid ""
|
||
"The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, "
|
||
":guilabel:`Sending`, :guilabel:`Sent`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:51
|
||
msgid ":guilabel:`Draft`: means the email is still being written/created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:52
|
||
msgid ""
|
||
":guilabel:`In Queue`: means the email is scheduled, and sent at a later "
|
||
"date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:53
|
||
msgid ""
|
||
":guilabel:`Sending`: means the email is currently being sent to its "
|
||
"recipients."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:54
|
||
msgid ""
|
||
":guilabel:`Sent`: means the email has already been sent to its recipients."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:56
|
||
msgid ""
|
||
"In each stage, there are drag-and-drop cards representing the email "
|
||
"campaigns that have been created, and the stage they are in represents the "
|
||
"current status of that mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:59
|
||
msgid ""
|
||
"Each mailing block on the :guilabel:`Email Marketing` dashboard provides key"
|
||
" information related to that specific email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:62
|
||
msgid ""
|
||
"When the cursor hovers over the upper-right corner of an email campaign "
|
||
"card, three vertical dots (:guilabel:`⋮`) appear. When clicked, a mini drop-"
|
||
"down menu reveals the option to color-code the email :guilabel:`Delete` the "
|
||
"email altogether, or :guilabel:`Archive` the message for potential future "
|
||
"use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of the three-dot drop-down menu on the Odoo Email Marketing dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:71
|
||
msgid ""
|
||
"In the upper-right corner of the main :guilabel:`Email Marketing` dashboard,"
|
||
" there are other view options to choose from: :guilabel:`List` and "
|
||
":guilabel:`Graph`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:75
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:420
|
||
msgid "List view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:77
|
||
msgid ""
|
||
"The :guilabel:`List` view (represented by the :guilabel:`☰ (three vertical "
|
||
"lines)` icon) provides the same key information, but in a classic list "
|
||
"format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "How the List view appears in the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:85
|
||
msgid "Graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:87
|
||
msgid ""
|
||
"The :guilabel:`Graph` view (represented by the :guilabel:`📊 (bar graph)` "
|
||
"icon) provides the same key information, but in a variety of customizable "
|
||
"graph (and chart) layouts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "How the Graph view appears in the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:94
|
||
msgid ""
|
||
"In the upper-left corner, there is a :guilabel:`Measures` menu, providing "
|
||
"even more filter options to further customize the graph views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:97
|
||
msgid ""
|
||
"Those :guilabel:`Measures` options are: :guilabel:`A/B Testing percentage`, "
|
||
":guilabel:`Color Index`, and :guilabel:`Count` (which is selected, by "
|
||
"default)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:101
|
||
msgid "Filters, Group By, and Favorites search options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:103
|
||
msgid ""
|
||
"Regardless of the view chosen for the :guilabel:`Email Marketing` dashboard,"
|
||
" the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Favorites` "
|
||
"options are always available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:106
|
||
msgid ""
|
||
"These options provide various ways to specify and organize the information "
|
||
"seen on the :guilabel:`Email Marketing` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:111
|
||
msgid "Filters"
|
||
msgstr "מסננים"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:113
|
||
msgid ""
|
||
"This drop-down menu provides different ways to filter email campaigns on the"
|
||
" dashboard. The options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`,"
|
||
" :guilabel:`Archived`, and :guilabel:`Add Custom Filter`. If :guilabel:`Add "
|
||
"Custom Filter` is selected, Odoo reveals an additional drop-down menu, with "
|
||
"three customizable fields to fill in, in order to retrieve results that fit "
|
||
"more specific criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:0
|
||
msgid ""
|
||
"View of filters drop-down menu options on the Odoo Email Marketing "
|
||
"dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:122
|
||
msgid "Group By"
|
||
msgstr "קבץ לפי"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:124
|
||
msgid ""
|
||
"This drop-down menu provides additional ways to organize the data on the "
|
||
"dashboard by grouping them in specific ways. Using this drop-down menu, the "
|
||
"data can be grouped by the messages' :guilabel:`Status`, or who it was "
|
||
":guilabel:`Sent By`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:128
|
||
msgid ""
|
||
"There is also the option to group the data by :guilabel:`Sent Period`, which"
|
||
" has its own sub-menu of options to choose from. The :guilabel:`Sent Period`"
|
||
" options are :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`, "
|
||
":guilabel:`Week`, and :guilabel:`Day`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:132
|
||
msgid ""
|
||
"If none of the above :guilabel:`Group By` options deliver the desired "
|
||
"results, click :guilabel:`Add Custom Group` at the bottom of the drop-down "
|
||
"menu. Doing so reveals a new field, wherein custom criteria can be selected "
|
||
"and applied, thus delivering any grouping of data that may be desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:0
|
||
msgid ""
|
||
"View of the Group By drop-down menu on the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:140
|
||
msgid "Favorites"
|
||
msgstr "מועדפים"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:142
|
||
msgid ""
|
||
"This drop-down menu provides different ways to incorporate past search "
|
||
"filters and other record-related options to customize the dashboard. The "
|
||
"options are: :guilabel:`Save current search`, :guilabel:`Import records`, "
|
||
":guilabel:`Add to my dashboard`, and :guilabel:`Add to Google Spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:0
|
||
msgid ""
|
||
"View of the Favorites drop-down menu on the Odoo Email Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:151
|
||
msgid "Settings"
|
||
msgstr "הגדרות"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:153
|
||
msgid ""
|
||
"To view (and modify) the *Email Marketing* settings, navigate to "
|
||
":menuselection:`Email Marketing application --> Configuration --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the Settings page in the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:160
|
||
msgid ""
|
||
"On this :guilabel:`Settings` page, there are three features available. The "
|
||
"features are: :guilabel:`Mailing Campaigns`, :guilabel:`Blacklist Option "
|
||
"when Unsubscribing`, and :guilabel:`Dedicated Server`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:164
|
||
msgid ""
|
||
":guilabel:`Mailing Campaigns`: enables the option to manage mass mailing "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:165
|
||
msgid ""
|
||
":guilabel:`Blacklist Option when Unsubscribing`: allows recipients to "
|
||
"blacklist themselves from future mailings during the unsubscribing process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:167
|
||
msgid ""
|
||
":guilabel:`Dedicated Server`: provides the option to utilize a separate, "
|
||
"dedicated server for mailings. When enabled, Odoo reveals a new field (and "
|
||
"link), in which the specific server configurations must be entered, in order"
|
||
" for it to connect properly to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:172
|
||
msgid "Create an email"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:174
|
||
msgid ""
|
||
"To create an email, open the :menuselection:`Email Marketing` application, "
|
||
"and click the :guilabel:`Create` button in the upper-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:177
|
||
msgid "Clicking :guilabel:`Create` reveals a blank email detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of a blank email detail form in Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:183
|
||
msgid ""
|
||
"First, enter a :guilabel:`Subject` to the email. The :guilabel:`Subject` is "
|
||
"visible in the recipients' inbox, allowing them to get quickly see what the "
|
||
"message is about."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:187
|
||
msgid ""
|
||
"The :guilabel:`Subject` field is mandatory. An email can not be sent without"
|
||
" a :guilabel:`Subject`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:191
|
||
msgid ""
|
||
"The :guilabel:`☺ (smiley face)` icon at the end of the :guilabel:`Subject` "
|
||
"field (and :guilabel:`Preview Text` field) represents emojis. Click that "
|
||
":guilabel:`☺ (smiley face)` icon to reveal a menu of emojis that can be used"
|
||
" in either field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:195
|
||
msgid ""
|
||
"Next, there is the option to enter some :guilabel:`Preview Text`. This text "
|
||
"is a catchy preview sentence that encourages recipients to open the message."
|
||
" In most inboxes, this is displayed next to the subject."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:200
|
||
msgid ""
|
||
"Keep the :guilabel:`Preview Text` empty to show the first characters of the "
|
||
"email content, instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:204
|
||
msgid "Recipients"
|
||
msgstr "נמענים"
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:206
|
||
msgid ""
|
||
"After that, it's time to choose the recipients of this email, which can be "
|
||
"completed in the :guilabel:`Recipients` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of recipients drop-down menu in the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:213
|
||
msgid ""
|
||
"The default option is :guilabel:`Mailing List`. If :guilabel:`Mailing List` "
|
||
"option is selected, a specific :guilabel:`Mailing List` needs to be chosen "
|
||
"from the adjacent :guilabel:`Select mailing lists` field drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:217
|
||
msgid ""
|
||
"Then, Odoo will only send this email to contacts on that specific mailing "
|
||
"list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:222
|
||
msgid ""
|
||
"When the :guilabel:`Recipients` field is clicked, a drop-down menu of other "
|
||
"options is revealed. Each option provides different ways Odoo can create a "
|
||
"target audience for the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:225
|
||
msgid ""
|
||
"Those options (excluding the default :guilabel:`Mailing List`) provide the "
|
||
"option to create a more specified recipient filter, in an equation-like "
|
||
"format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:228
|
||
msgid "The :guilabel:`Recipients` field options are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:230
|
||
msgid ""
|
||
":guilabel:`Applicant`: filter focuses on specific job applicants in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:231
|
||
msgid ""
|
||
":guilabel:`Contact`: filter focuses on specific contacts in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:232
|
||
msgid ""
|
||
":guilabel:`Event Registration`: filter focuses on people in the database who"
|
||
" purchased event registrations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:234
|
||
msgid ""
|
||
":guilabel:`Event Track`: filter focuses on people in the database who hosted"
|
||
" a specific talk (track) at an event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:236
|
||
msgid ""
|
||
":guilabel:`Lead/Opportunity`: filter focuses on leads or opportunities in "
|
||
"the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:237
|
||
msgid ""
|
||
":guilabel:`Mailing Contact`: filter focuses on specific mailing contacts in "
|
||
"the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:238
|
||
msgid ""
|
||
":guilabel:`Sales Order`: filter focuses on a specific sales orders in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:240
|
||
msgid ""
|
||
"If the specified recipient fields don't automatically reveal themselves, "
|
||
"simply click the :guilabel:`Add Filter` button beneath the "
|
||
":guilabel:`Recipients` field, and Odoo reveals the necessary equation fields"
|
||
" to further drill down the target recipients for this mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:245
|
||
msgid "Add a recipient filter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:247
|
||
msgid ""
|
||
"To add a more specified recipient filter, select any recipient option (other"
|
||
" than :guilabel:`Mailing List`), and clicking :guilabel:`Add Filter`, if "
|
||
"needed, to reveal three fields, formatted like an equation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:251
|
||
msgid ""
|
||
"To reveal the sub-menu options, click each field, and make the desired "
|
||
"selections, until the preferred configuration has been achieved. The number "
|
||
"of :guilabel:`Records` that match the rule(s) are indicated to the right of "
|
||
"the :guilabel:`Recipients` field, in green."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of how recipient filters can be customized in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:260
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:193
|
||
msgid ""
|
||
"Some sub-menu options in the first rule field allow for a second choice to "
|
||
"provide even more specificity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:263
|
||
msgid ""
|
||
"To the right of each rule, are :guilabel:`× (Delete node)`, :guilabel:`＋ "
|
||
"(Add node)`, and :guilabel:`⋯ (Add branch)` icons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:266
|
||
msgid ""
|
||
"The :guilabel:`× (Delete node)` icon deletes a specific node (line) of the "
|
||
"rule. The :guilabel:`＋ (Add node)` icon adds a node (line) to the rule. And,"
|
||
" the :guilabel:`⋯ (Add branch)` icon adds a branch to the node. A branch "
|
||
"means two additional, indented sub-nodes are added to the rule, providing "
|
||
"even more specificity to the line above it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:272
|
||
msgid "Mail body tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:274
|
||
msgid ""
|
||
"At the bottom of the email form are two tabs: :guilabel:`Mail Body` and "
|
||
":guilabel:`Settings`. Let's focus on :guilabel:`Mail Body` tab first."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:277
|
||
msgid ""
|
||
"In the :guilabel:`Mail Body` tab, there are a number of pre-configured "
|
||
"message templates to choose from. Select the desired template, and modify "
|
||
"every element of its design details with Odoo's drag-and-drop building "
|
||
"blocks, located on the right sidebar. Each building block provides unique "
|
||
"features and professional design elements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of the building blocks used to create mailings in Odoo Email Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:287
|
||
msgid ""
|
||
"To build an email from scratch, select the :guilabel:`Plain Text` template, "
|
||
"and Odoo provides a blank email canvas, which can be customized in a number "
|
||
"of ways - either by using the front-end rich text editor that accepts slash "
|
||
"(:guilabel:`/`) commands, or with the XML code editor when :ref:`Developer "
|
||
"Mode (debug mode) <developer-mode>` is engaged, and the :guilabel:`</>` icon"
|
||
" is clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:294
|
||
msgid "Settings tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:296
|
||
msgid ""
|
||
"To the right of the :guilabel:`Mail Body` tab is the :guilabel:`Settings` "
|
||
"tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:299
|
||
msgid ""
|
||
"The options available in the :guilabel:`Settings` tab will be different, "
|
||
"depending on if the :guilabel:`Mailing Campaigns` feature is activated in "
|
||
"the :guilabel:`Settings` page of the :menuselection:`Email Marketing` "
|
||
"application (:menuselection:`Email Marketing --> Configuration --> "
|
||
"Settings`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:304
|
||
msgid ""
|
||
"Without the :guilabel:`Mailing Campaigns` feature activated, the "
|
||
":guilabel:`Settings` tab on the email detail form looks like this:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of settings tab in Odoo Email Marketing app, without settings "
|
||
"activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:311
|
||
msgid ""
|
||
":guilabel:`Responsible`: choose an employee (in the database) to be "
|
||
"responsible for this particular email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:313
|
||
msgid ""
|
||
":guilabel:`Send From`: designate an email alias that'll display as the "
|
||
"sender of this particular email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:315
|
||
msgid ""
|
||
":guilabel:`Reply To`: designate an email alias to whom all the replies to "
|
||
"this particular email will be sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:317
|
||
msgid ""
|
||
":guilabel:`Attachments`: if any specific documents are required (or helpful)"
|
||
" for this event invite, they can be sent along with this email, by clicking "
|
||
":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:321
|
||
msgid ""
|
||
"When the :guilabel:`Mailing Campaigns` feature *is* activated, additional "
|
||
":guilabel:`Marketing` options appear in the :guilabel:`Settings` tab, which "
|
||
"look like this:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of settings tab in Odoo Email Marketing when settings are activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:328
|
||
msgid ""
|
||
"The additional features are: :guilabel:`Mailing Campaign`, :guilabel:`Allow "
|
||
"A/B Testing`, and :guilabel:`A/B Testing percentage`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:332
|
||
msgid "Mailing campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:334
|
||
msgid ""
|
||
"The :guilabel:`Mailing Campaign` field provides the option to add this "
|
||
"particular email to a previously-made email campaign in the database. Click "
|
||
"the empty field to reveal a drop-down menu containing all previously-made "
|
||
"mailing campaigns in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of a mailing campaign drop-down menu in Odoo Email Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:342
|
||
msgid ""
|
||
"If the desired campaign isn't available in the initial drop-down menu, "
|
||
"select :guilabel:`Search More` to reveal a complete list of all mailing "
|
||
"campaigns in the database. Or, type the name of the desired mailing campaign"
|
||
" in the :guilabel:`Mailing Campaign` field, until Odoo reveals the desired "
|
||
"campaign in the drop-down menu. Then, select the desired campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:348
|
||
msgid "Create new mailing campaign (from Settings tab)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:350
|
||
msgid ""
|
||
"To create a new campaign from this :guilabel:`Mailing Campaign` field, start"
|
||
" typing the name of this new campaign, and select :guilabel:`Create "
|
||
"[Campaign Name]` or :guilabel:`Create and Edit...`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:353
|
||
msgid ""
|
||
"Click :guilabel:`Create` to add this new mailing campaign to the database, "
|
||
"and modify its settings in the future. And click :guilabel:`Create and "
|
||
"Edit...` to add this new mailing campaign to the database, and Odoo reveals "
|
||
"a pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid ""
|
||
"View of the email mailing campaign pop-up window in Odoo Email Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:361
|
||
msgid ""
|
||
"Here, the new mailing campaign can be further customized. Adjust the "
|
||
":guilabel:`Campaign Name`, assign a :guilabel:`Responsible`, and add "
|
||
":guilabel:`Tags`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:364
|
||
msgid ""
|
||
"The top row of the :guilabel:`Create: Mailing Campaign` pop-up window is "
|
||
"filled with analytical smart buttons. Each of which displays various metrics"
|
||
" related to the campaign. When clicked, Odoo reveals a separate, more "
|
||
"detailed page with even more in-depth statistics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:368
|
||
msgid ""
|
||
"The option to instantly a new communication from this pop-up window is "
|
||
"available in the upper-left corner. The adjustable status bar is located in "
|
||
"the upper-right."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:371
|
||
msgid ""
|
||
"When all modifications are ready to be finalized, click :guilabel:`Save`. To"
|
||
" delete the entire campaign, click :guilabel:`Discard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:375
|
||
msgid "Create new mailing campaign (from Campaigns page)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:377
|
||
msgid ""
|
||
"When the :guilabel:`Mailing Campaigns` feature is activated, a new "
|
||
":guilabel:`Campaigns` option appears in the header of the *Email Marketing* "
|
||
"application. Campaigns can also be created on this :guilabel:`Campaigns` "
|
||
"page in the *Email Marketing* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:381
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Email Marketing app --> Campaigns "
|
||
"--> Create`. When that's clicked, a pop-up window appears, in which the "
|
||
":guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can"
|
||
" be added directly on the :guilabel:`Campaigns` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst-1
|
||
msgid "View of the campaign pop-up window in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:389
|
||
msgid ""
|
||
"Click :guilabel:`Add` to add the campaign to the database, and freely edit "
|
||
"it later on. Or, click :guilabel:`Edit` and Odoo reveals the campaign "
|
||
"template form on a separate page, providing the opportunity to further edit "
|
||
"the campaign, send communications related to the campaign, and analyze "
|
||
"various metrics related to the campaign, via the smart buttons at the top of"
|
||
" the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:395
|
||
msgid "A/B testing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:397
|
||
msgid ""
|
||
"Back in the :guilabel:`Settings` tab of the mailing, if the :guilabel:`Allow"
|
||
" A/B Testing` box is checked, recipients are only be mailed to once. This "
|
||
"allows different mailings to be sent to randomly selected recipients. This "
|
||
"tests the overall effectiveness of the mailing, and eliminates the need for "
|
||
"duplicate messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:402
|
||
msgid ""
|
||
"The :guilabel:`A/B Testing percentage` field represents the percentage of "
|
||
"contacts in the database that this message will be mailed to, as a part of "
|
||
"the :guilabel:`A/B Testing`. Enter a number between `1-100`. The recipients "
|
||
"are randomly chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:407
|
||
msgid "Send, schedule, or test"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:409
|
||
msgid ""
|
||
"After finalizing the mailing, Odoo provides the following options in the "
|
||
"upper-left corner of the email template page. Those options are: "
|
||
":guilabel:`Send`, :guilabel:`Schedule`, and :guilabel:`Test`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:413
|
||
msgid ""
|
||
"While in :guilabel:`Edit` mode, there are also buttons to :guilabel:`Save` "
|
||
"or :guilabel:`Discard` the mailing, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:416
|
||
msgid ""
|
||
":guilabel:`Send` - Click to have Odoo send the email to the desired "
|
||
"recipients. When Odoo has sent the mailing, the status changes to *Sent*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:418
|
||
msgid ""
|
||
":guilabel:`Schedule` - Click to reveal a pop-up window, in which a future "
|
||
"date-time is chosen. Odoo sends the mailing to the desired recipients at "
|
||
"that specified date-time. When a date-time is chosen, the status of the "
|
||
"mailing changes to *In Queue*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:421
|
||
msgid ""
|
||
":guilabel:`Test` - Click to reveal a pop-up window, in which Odoo allows a "
|
||
"sample email to be sent for testing purposes. Enter the desired recipient's "
|
||
"email address in the :guilabel:`Recipients` field, and click :guilabel:`Send"
|
||
" Sample Mail`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:424
|
||
msgid ""
|
||
":guilabel:`Save` - Click to save the mailing as a draft, which can be edited"
|
||
" (and sent) at a later date. When clicked, the status of the mailing stays "
|
||
"as :guilabel:`Draft`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:426
|
||
msgid ""
|
||
":guilabel:`Discard` - Click to discard any changes that have been made since"
|
||
" the last save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:429
|
||
msgid ""
|
||
"When :guilabel:`Save` or :guilabel:`Discard` is selected (while in "
|
||
":guilabel:`Edit` mode), those options are replaced with an :guilabel:`Edit` "
|
||
"button and a :guilabel:`Create` button. Click :guilabel:`Edit` to re-enter "
|
||
":guilabel:`Edit` mode. Click :guilabel:`Create` to start creating a new "
|
||
"mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing.rst:435
|
||
msgid ""
|
||
"By default, there's a daily limit applied for **all emails** sent throughout"
|
||
" *all* applications. So, if there are remaining emails to be sent after a "
|
||
"limit has been reached, those mailings *will not* be sent automatically the "
|
||
"next day. The sending needs to be forced, by opening the email and clicking "
|
||
":guilabel:`Retry`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:3
|
||
msgid "Analyze metrics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:7
|
||
msgid ""
|
||
"To properly understand the success or failure of an email marketing "
|
||
"campaign, it is necessary to monitor several key metrics. The insights "
|
||
"gained from these metrics can then be used to optimize future campaigns. "
|
||
"Odoo's **Email Marketing** application tracks several :ref:`key metrics "
|
||
"<email-marketing/key-metrics>`, which can be interpreted to improve future "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:13
|
||
msgid "View metrics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:15
|
||
msgid ""
|
||
"After a mass mail has been sent, the results for that particular mailing are"
|
||
" displayed in multiple locations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:18
|
||
msgid ""
|
||
"To access the metrics for an individual mailing, navigate to "
|
||
":menuselection:`Email Marketing app --> Mailings`. Locate the specific "
|
||
"mailing in the list view, and use the column headings to view the results "
|
||
"for that mailing. Click on one of the mailings in the list to open the "
|
||
"record. At the top of the record, detailed metrics are displayed as smart "
|
||
"buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst-1
|
||
msgid ""
|
||
"The smart buttons on a mass mailing, displaying the results of the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:27
|
||
msgid ""
|
||
"Below is a non-comprehensive selection of percentage-based metrics that are "
|
||
"key for analyzing the success of an email marketing campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:31
|
||
msgid ""
|
||
"Click on any smart button to see the recipient records for that respective "
|
||
"metric."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:36
|
||
msgid "Opened rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:38
|
||
msgid ""
|
||
"The :guilabel:`Opened` rate measures the percentage of emails opened by "
|
||
"recipients against the total number of sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:41
|
||
msgid ""
|
||
"A high open rate may indicate the subject line was timely, compelling, and "
|
||
"successfully prompted the recipients to view the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:44
|
||
msgid ""
|
||
"A low open rate may indicate the subject line failed to capture the "
|
||
"recipients' interest. It could also indicate the email ended up in a spam or"
|
||
" junk folder, due to having a poor sender reputation, or failing to "
|
||
":doc:`configure the proper DNS records "
|
||
"<../../general/email_communication/email_domain>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:50
|
||
msgid "Replied rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:52
|
||
msgid ""
|
||
"The :guilabel:`Replied` rate measures the percentage of recipients who "
|
||
"responded to the email directly against the total number of sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:55
|
||
msgid ""
|
||
"A high replied rate may indicate the email resonated with recipients, "
|
||
"prompting them to take action or provide feedback."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:58
|
||
msgid ""
|
||
"A low replied rate may suggest that the message lacked relevance or did not "
|
||
"contain a clear call-to-action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:62
|
||
msgid "Clicked rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:64
|
||
msgid ""
|
||
"The :guilabel:`Clicked` rate, represents the *Click Through Rate (CTR)*, "
|
||
"which measures the percentage of recipients who clicked on a link within the"
|
||
" email against the total number of sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:68
|
||
msgid ""
|
||
"A high |CTR| may indicate the email content was relevant and appropriately "
|
||
"targeted. Recipients were motivated to click the links provided, and likely "
|
||
"found the content engaging."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:71
|
||
msgid ""
|
||
"A low |CTR| may indicate issues with either the targeting, or the content "
|
||
"itself. If there were any calls to action, recipients may have been "
|
||
"unmotivated, or the message itself may have been directed toward the wrong "
|
||
"audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:76
|
||
msgid "Received rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:78
|
||
msgid ""
|
||
"The *Received* rate measures the percentage of emails successfully delivered"
|
||
" against the total number of sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:81
|
||
msgid ""
|
||
"A high received rate can indicate the mailing list used is up-to-date and "
|
||
"the sender authentication is trusted by email providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:84
|
||
msgid ""
|
||
"A low received rate may indicate issues with either the mailing list used "
|
||
"for the mailing, or with the sender authentication. View the :ref:`email-"
|
||
"marketing/deliverability-issues` section for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:89
|
||
msgid "Bounced rate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:91
|
||
msgid ""
|
||
"The *Bounced* rate measures the percentage of emails unsuccessfully "
|
||
"delivered, against the total number of sent emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:94
|
||
msgid ""
|
||
"A high bounce rate could indicate issues with either the mailing list used "
|
||
"for the mailing, or with the sender authentication."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:97
|
||
msgid ""
|
||
"A low bounce rate may indicate the mailing list used is up-to-date and the "
|
||
"sender authentication is trusted by email providers. View the :ref:`email-"
|
||
"marketing/deliverability-issues` section for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:104
|
||
msgid "Deliverability issues"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:106
|
||
msgid ""
|
||
"The following defines possible reasons for a high bounce rate or low "
|
||
"received rate:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:108
|
||
msgid ""
|
||
"Using a mailing list that contains outdated contact information, or "
|
||
"malformed email addresses, is likely to result in a high bounce rate and/or "
|
||
"a low received rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:110
|
||
msgid ""
|
||
"Mailings sent using a *From* email address that differs from the sender's "
|
||
"domain are likely to bounce with certain email providers, due to failing "
|
||
":doc:`DMARC authentication "
|
||
"<../../general/email_communication/email_domain>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:113
|
||
msgid ""
|
||
"Failing to :doc:`configure the proper DNS records "
|
||
"<../../general/email_communication/email_domain>` can also result in a high "
|
||
"bounce rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:117
|
||
msgid ":doc:`Mailing campaigns <../email_marketing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:118
|
||
msgid ":doc:`Manage unsubscriptions <unsubscriptions>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:3
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:15
|
||
msgid "Mailing lists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:5
|
||
msgid ""
|
||
"Mailing lists are important for a number of reasons. Mailing lists can "
|
||
"provide valuable leads for sales teams, communicate with focus groups "
|
||
"participants, contact consumers directly for useful feedback, and more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:10
|
||
msgid "Create mailing lists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:12
|
||
msgid ""
|
||
"To create a mailing list in the *Email Marketing* application, navigate to "
|
||
":menuselection:`Mailing lists --> Mailing lists --> Create`. Clicking "
|
||
":guilabel:`Create` reveals a pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"View of the mailing list pop-up in the Odoo Email Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:19
|
||
msgid ""
|
||
"In the pop-up, name the mailing list and designate if the mailing list "
|
||
"should be public with the :guilabel:`Is Public` checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:22
|
||
msgid ""
|
||
"The :guilabel:`Is Public` option allows the mailing list to be accessible by"
|
||
" recipients in the unsubscription page, making it possible for them to "
|
||
"update their subscription preferences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:25
|
||
msgid ""
|
||
"After those options have been configured, click :guilabel:`Create` to create"
|
||
" the mailing list, which Odoo automatically adds to the :guilabel:`Mailing "
|
||
"Lists` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:29
|
||
msgid "Add contacts to a mailing list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:31
|
||
msgid ""
|
||
"After a mailing list has been created (and added to the :guilabel:`Mailing "
|
||
"Lists` dashboard), click on the desired mailing list to add contacts to the "
|
||
"list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:34
|
||
msgid ""
|
||
"Clicking the desired mailing list reveals a separate :guilabel:`Mailing List"
|
||
" Contacts` page, in which contacts can be added to this specific list by "
|
||
"clicking :guilabel:`Create`, and adding contact information directly on a "
|
||
"separate contact detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:38
|
||
msgid ""
|
||
"Or, while in the :menuselection:`Email Marketing` application, navigate to "
|
||
":menuselection:`Mailing Lists --> Mailing List Contacts`. Doing so reveals a"
|
||
" separate page with all the mailing list contacts in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:42
|
||
msgid ""
|
||
"From here, click :guilabel:`Create`, and add a contact with the same "
|
||
"previous steps. Or, click the :guilabel:`Import` icon (to the right of the "
|
||
":guilabel:`Create` button) to import contacts into the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:46
|
||
msgid ""
|
||
"Once contacts are in the database, click into the desired contact's detail "
|
||
"form, and add the preferred mailing list in the :guilabel:`Mailing List` tab"
|
||
" (at the bottom of the contact detail form), by clicking :guilabel:`Add a "
|
||
"line`, and selecting the desired mailing list. Multiple mailing lists can be"
|
||
" added to a single contact's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"View of a contact detail form with mailing list tab in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:56
|
||
msgid "Create new mailing list from contact detail form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:58
|
||
msgid ""
|
||
"To create a mailing list from a contact detail form, click :guilabel:`Add a "
|
||
"line`, and type in the name of a new mailing list in the empty field that "
|
||
"appears. Then, select either :guilabel:`Create` or :guilabel:`Create and "
|
||
"Edit...`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"View of the new mailing list drop-down on contact form in Odoo Email "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:66
|
||
msgid ""
|
||
"The :guilabel:`Create` option quickly creates the mailing list to the "
|
||
"contact detail form, and the list can be configured at a later date. The "
|
||
":guilabel:`Create and Edit...` option creates the mailing list, and reveals "
|
||
"a pop-up window, in which the new mailing list can be configured right away."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid ""
|
||
"View of the create and edit mailing list pop-up in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:76
|
||
msgid "Link a mailing list to website (Newsletter blocks)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:78
|
||
msgid ""
|
||
"When a mailing list is created in the database, Odoo provides the option to "
|
||
"directly link the mailing list on the Odoo-built website (created via Odoo's"
|
||
" :guilabel:`Website` application)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:81
|
||
msgid ""
|
||
"To link a mailing list to a website, navigate to the front-end of the "
|
||
"website, and enter :guilabel:`Edit` mode by clicking :guilabel:`Edit` in the"
|
||
" upper-right corner. When clicked, Odoo reveals a right-sidebar, filled with"
|
||
" drag-and-drop *Building Blocks* that are packed with various features, "
|
||
"options, and design elements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:86
|
||
msgid ""
|
||
"Then, to add a *subscription field* for a specific mailing list onto a "
|
||
"website, drag-and-drop any of the :guilabel:`Newsletter` options "
|
||
"(:guilabel:`Newsletter Block`, :guilabel:`Newsletter Popup`, or "
|
||
":guilabel:`Newsletter`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:91
|
||
msgid ""
|
||
"To quickly locate the :guilabel:`Newsletter` building block options (while "
|
||
"in :guilabel:`Edit` mode on the front-end of the website), type `Newsletter`"
|
||
" into the search bar, located in the right sidebar, under the "
|
||
":guilabel:`Blocks` tab, and Odoo reveals the three different "
|
||
":guilabel:`Newsletter` block options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:0
|
||
msgid ""
|
||
"View of how to quickly search for Newsletter blocks in the Odoo Website "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:100
|
||
msgid ""
|
||
"When a :guilabel:`Newsletter` block is dragged onto the body of the website,"
|
||
" Odoo reveals a pop-up window, in which the desired mailing list is selected"
|
||
" from a drop-down menu (and linked) to this block on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst-1
|
||
msgid "View of the add mailing list subscription pop-up on an Odoo Website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:108
|
||
msgid ""
|
||
":guilabel:`Newsletter Block` - Adds a block onto the webpage, providing "
|
||
"visitors with the option to add their email address to this mailing list, "
|
||
"and subscribe to future communications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:111
|
||
msgid "Here's an example of a :guilabel:`Newsletter Block`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:0
|
||
msgid "View of a sample newsletter block in the Odoo Website application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:116
|
||
msgid ""
|
||
":guilabel:`Newsletter Popup` - Tells Odoo to reveal a subscription pop-up "
|
||
"window to occur at a certain part of the webpage. When the visitor scrolls "
|
||
"to this predetermined point, a pop-up subscription window appears, asking "
|
||
"for their email address to subscribe to the mailing list. The pop-up window "
|
||
"can be edited further to fit any business needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:121
|
||
msgid "Here's an example of a :guilabel:`Newsletter Popup`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:0
|
||
msgid "View of a sample newsletter pop-up sample on an Odoo Website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:126
|
||
msgid ""
|
||
":guilabel:`Newsletter` - Provides visitors with a simple field to add their "
|
||
"email address to the mailing list, and subscribe to future mailings in the "
|
||
"footer (or anywhere else on the page)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:129
|
||
msgid "Here's an example of a :guilabel:`Newsletter` dynamic block."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:0
|
||
msgid "View of a Newsletter dynamic block on an Odoo Website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:135
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:73
|
||
msgid ":doc:`/applications/marketing/email_marketing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:3
|
||
msgid "Manage unsubscriptions (Blacklist)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:5
|
||
msgid ""
|
||
"Providing recipients with the power to unsubscribe from mailing lists is not"
|
||
" only a smart business practice, it's often a legal requirement. By allowing"
|
||
" recipients to unsubscribe from a mailing list establishes a sense of trust "
|
||
"with an audience, and helps companies appear genuine (and not spammy)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:10
|
||
msgid "Enable the Blacklist feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:12
|
||
msgid ""
|
||
"First, the *Blacklist* feature must be enabled. To do that, navigate to "
|
||
":menuselection:`Email Marketing app --> Configuration --> Settings`, enable "
|
||
"to :guilabel:`Blacklist Options when Unsubscribing`, and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1
|
||
msgid ""
|
||
"View of the blacklist feature in the Settings page of the Odoo Email "
|
||
"Marketing app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:20
|
||
msgid ""
|
||
"With that feature activated, an *Unsubscribe* link appears in mailings. If a"
|
||
" recipient clicks that link, Odoo reveals a :guilabel:`Unsubscriptions` "
|
||
"page, where they can directly manage their subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:25
|
||
msgid ""
|
||
"With a test mailing, clicking the :guilabel:`Unsubscribe` link reveals an "
|
||
"error page (*error 403 - Access Denied*). To make sure the link is working "
|
||
"properly, create the mailing, and only send it to a personal email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:30
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:102
|
||
msgid "Blacklist"
|
||
msgstr "רשימה שחורה "
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:32
|
||
msgid ""
|
||
"In addition to having the option to *Unsubscribe* from specific mailing "
|
||
"lists, the recipient can also *Blacklist* themselves, meaning they will not "
|
||
"receive *any* more emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:36
|
||
msgid ""
|
||
"The mailing list has to be configured as *Public* in order to be visible for"
|
||
" users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:38
|
||
msgid ""
|
||
"To view a complete collection of blacklisted email addresses, navigate to "
|
||
":menuselection:`Email Marketing app --> Configuration --> Blacklisted Email "
|
||
"Addresses`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1
|
||
msgid "View of the blacklisted email addresses page in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:45
|
||
msgid ""
|
||
"When a blacklisted record is selected from this page, Odoo reveals a "
|
||
"separate page with that blacklisted recipient's contact information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1
|
||
msgid "View of a blacklisted contact detail form in Odoo Email Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:52
|
||
msgid ""
|
||
"In the :guilabel:`Chatter` of this page, there's a time-stamped message, "
|
||
"informing the user when that recipient blacklisted themselves (via a "
|
||
":guilabel:`Mail Blacklist created` log note)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:56
|
||
msgid "Unblacklist contacts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:58
|
||
msgid ""
|
||
"To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the "
|
||
"upper-left corner to remove the contact from the blacklist, allowing them to"
|
||
" receive mailings once again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:61
|
||
msgid ""
|
||
"When :guilabel:`Unblacklist` is clicked, a pop-up appears. In this pop-up, "
|
||
"the specific email address is listed, and there's a :guilabel:`Reason` "
|
||
"field, in which a reason can be entered, explaining why this particular "
|
||
"contact was removed from the blacklist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst-1
|
||
msgid ""
|
||
"View of the unblacklist pop-up window in the Odoo Email Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:69
|
||
msgid ""
|
||
"After filling in the fields, click :guilabel:`Confirm` to officially remove "
|
||
"that particular contact from the blacklist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events.rst:5
|
||
msgid "Events"
|
||
msgstr "אירועים"
|
||
|
||
#: ../../content/applications/marketing/events.rst:8
|
||
msgid "`Odoo Tutorials: Events <https://www.odoo.com/slides/surveys-63>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:3
|
||
msgid "Event booths"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:5
|
||
msgid ""
|
||
"Create event booths, sell their availability, and manage reservations with "
|
||
"the Odoo **Events** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:9
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:10
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:9
|
||
msgid "Configuration"
|
||
msgstr "תצורה"
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:11
|
||
msgid ""
|
||
"To create, sell, and manage booths for events, the *Booth Management* "
|
||
"feature **must** be activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:14
|
||
msgid ""
|
||
"Navigate to :menuselection:`Events app --> Configuration --> Settings`, and "
|
||
"in the :guilabel:`Events` section, tick the :guilabel:`Booth Management` "
|
||
"checkbox. Then, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:20
|
||
msgid "The Booth Management setting in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:23
|
||
msgid ""
|
||
"When the :guilabel:`Booth Management` setting is activated, a new *Product "
|
||
"Type* becomes available on all product forms: *Event Booth*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:26
|
||
msgid ""
|
||
"Every created booth **must** be assigned a *Booth Category* on its "
|
||
"respective booth form, and every booth category **must** have an *Event "
|
||
"Booth* product assigned to it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:30
|
||
msgid "Booth categories"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:32
|
||
msgid ""
|
||
"With the *Booth Management* setting activated in the **Events** app, the "
|
||
"*Booth Categories* option appears in the :guilabel:`Configuration` menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:35
|
||
msgid ""
|
||
"To access the :guilabel:`Booth Category` dashboard, go to "
|
||
":menuselection:`Events app --> Configuration --> Booth Categories`, which "
|
||
"reveals a list of all created booth categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst-1
|
||
msgid "The Booth Category page in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:42
|
||
msgid ""
|
||
"On the :guilabel:`Booth Category` page, the following information for each "
|
||
"booth category is listed:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:44
|
||
msgid ":guilabel:`Name`: the name of the booth category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:45
|
||
msgid ""
|
||
":guilabel:`Create Sponsor`: If ticked, booking this booth category creates a"
|
||
" sponsor for the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:46
|
||
msgid ""
|
||
":guilabel:`Product`: the *Event Booth* product associated with that specific"
|
||
" booth category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:47
|
||
msgid ":guilabel:`Price`: the price of a booth in that booth category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:49
|
||
msgid ""
|
||
"When the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon, located to "
|
||
"the far-right of the column titles, is clicked, a drop-down menu of "
|
||
"additional column options appears. From the resulting drop-down menu, tick "
|
||
"the checkbox beside :guilabel:`Sponsor Level` and/or :guilabel:`Sponsor "
|
||
"Type` to reveal those columns on the :guilabel:`Booth Category` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:54
|
||
msgid ""
|
||
"To edit an existing booth category, select it from the list, and make any "
|
||
"desired modifications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:57
|
||
msgid "Create booth category"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:59
|
||
msgid ""
|
||
"To create a booth category from the :guilabel:`Booth Category` page, click "
|
||
"the :guilabel:`New` button in the upper-left corner to reveal a blank booth "
|
||
"category form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst-1
|
||
msgid "A typical booth category form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:66
|
||
msgid ""
|
||
"Enter a name for the booth category in the top :guilabel:`Booth Category` "
|
||
"field. This is a **required** field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:69
|
||
msgid ""
|
||
"To add a corresponding image to the booth category (e.g. a sample photo of "
|
||
"the booth), click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that "
|
||
"appears when the cursor hovers over the camera placeholder in the upper-"
|
||
"right corner of the booth category form. Then, upload the desired image to "
|
||
"the booth category form, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:74
|
||
msgid ""
|
||
"In the :guilabel:`Booth Details` section, users **must** assign a "
|
||
":guilabel:`Product` to the category, and it **must** have *Event Booth* set "
|
||
"as the *Product Type* on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:77
|
||
msgid ""
|
||
"Regardless of the listed price on the *Event Booth* product chosen, a custom"
|
||
" :guilabel:`Price` can be applied for this booth category in that field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:80
|
||
msgid ""
|
||
"In the :guilabel:`Sponsorship` section, tick the :guilabel:`Create Sponsor` "
|
||
"checkbox option, if the user should be created as an official *Sponsor* of "
|
||
"the event, whenever a booth belonging to this category is booked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:84
|
||
msgid ""
|
||
"When the :guilabel:`Create Sponsor` checkbox is ticked, two additional "
|
||
"fields appear beneath it: :guilabel:`Sponsor Level` and :guilabel:`Sponsor "
|
||
"Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:88
|
||
msgid ""
|
||
":guilabel:`Sponsor Level` and :guilabel:`Sponsor Type` establish different "
|
||
"distinctions of sponsors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:91
|
||
msgid ""
|
||
"For example, if a sponsor has been attached to a company for multiple years,"
|
||
" they would be granted a higher level (e.g. *Gold* level), which provides "
|
||
"them with immediate credibility and status. Whereas, conversely, a "
|
||
"relatively new sponsor would be granted a lower level (e.g. *Bronze* level),"
|
||
" which coincides with its own credibility and status."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:96
|
||
msgid ""
|
||
"Select a desired level of sponsorship from the :guilabel:`Sponsor Level` "
|
||
"drop-down field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:99
|
||
msgid ""
|
||
"To modify any existing :guilabel:`Sponsor Level`, select it from the drop-"
|
||
"down field, then click the :icon:`fa-arrow-right` :guilabel:`(right arrow)` "
|
||
"that appears at the end of the line. Doing so opens a separate page, wherein"
|
||
" the :guilabel:`Sponsor Level` name and :guilabel:`Ribbon Style` can be "
|
||
"changed, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:104
|
||
msgid ""
|
||
"Users can also create a new :guilabel:`Sponsor Level`, by typing in the name"
|
||
" of the new level, and clicking :guilabel:`Create and edit...` from the "
|
||
"resulting drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:107
|
||
msgid "Doing so reveals a :guilabel:`Create Sponsor Level` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst-1
|
||
msgid ""
|
||
"The Create Sponsor Level pop-up window that appears in the Odoo Events "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:114
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` from the resulting drop-down menu in this "
|
||
"instance, creates the sponsor level, but does **not** immediately prompt the"
|
||
" user to further configure it, via a :guilabel:`Create Sponsor Level` pop-up"
|
||
" window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:118
|
||
msgid ""
|
||
"From the :guilabel:`Create Sponsor Level` pop-up window, confirm the newly-"
|
||
"created :guilabel:`Sponsor Level`, and decide what kind of :guilabel:`Ribbon"
|
||
" Style` should be applied, if any."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:122
|
||
msgid ""
|
||
"The :guilabel:`Ribbon Style` options available in that drop-down field are: "
|
||
":guilabel:`No Ribbon`, :guilabel:`Gold`, :guilabel:`Silver`, and "
|
||
":guilabel:`Bronze`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:125
|
||
msgid ""
|
||
"If one is selected, that :guilabel:`Ribbon Style` appears with the sponsor's"
|
||
" name on the event website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:128
|
||
msgid ""
|
||
"In the :guilabel:`Sponsor Type` field, choose one of the following options "
|
||
"from the drop-down menu: :guilabel:`Footer Logo Only`, "
|
||
":guilabel:`Exhibitor`, or :guilabel:`Online Exhibitor`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:131
|
||
msgid ""
|
||
":guilabel:`Footer Logo Only`: the sponsor is only featured on the footer of "
|
||
"the event website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:132
|
||
msgid ""
|
||
":guilabel:`Exhibitor`: the sponsor is scheduled to be an exhibitor at the "
|
||
"event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:133
|
||
msgid ""
|
||
":guilabel:`Online Exhibitor`: the sponsor is scheduled to be an online "
|
||
"exhibitor for a virtual event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:136
|
||
msgid ""
|
||
"On the booth category form, beneath those sections (:guilabel:`Booth "
|
||
"Details` and :guilabel:`Sponsorship`), there is the :guilabel:`Description` "
|
||
"tab. In this tab, enter any vital information related to the booth category "
|
||
"that would be important for any potential booth-buyer to know about (e.g., "
|
||
"the square footage, available amenities, size of display screen, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:142
|
||
msgid "Add booth to an event"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:144
|
||
msgid ""
|
||
"To add a booth to an event, navigate to an existing event form, via "
|
||
":menuselection:`Events app --> Events`, and select the desired event from "
|
||
"the :guilabel:`Events` dashboard. Or, click :guilabel:`New` to open a blank "
|
||
"event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:148
|
||
msgid ""
|
||
"From the event form, click the :guilabel:`Booths` smart button at the top of"
|
||
" the page to reveal the :guilabel:`Booths` page for that event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:151
|
||
msgid ""
|
||
"The :guilabel:`Booths` page is displayed in a Kanban view, by default, with "
|
||
"two different stages: :guilabel:`Available` and :guilabel:`Unavailable`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst-1
|
||
msgid ""
|
||
"Typical event booths page, accessible via the smart button on an event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:159
|
||
msgid ""
|
||
"The :guilabel:`Booths` page of an event is also viewable in a :icon:`oi-"
|
||
"view-list` :guilabel:`List` view, :icon:`fa-area-chart` :guilabel:`Graph` "
|
||
"view, and :icon:`oi-view-pivot` :guilabel:`Pivot` view. All of which are "
|
||
"accessible, via their icons, in the upper-right corner of the "
|
||
":guilabel:`Booths` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:164
|
||
msgid ""
|
||
"The booths present in the :guilabel:`Available` stage are still available "
|
||
"for purchase. The booths present in the :guilabel:`Unavailable` stage have "
|
||
"already been purchased, and are no longer available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:168
|
||
msgid ""
|
||
"To modify any existing booth, click the desired booth from the "
|
||
":guilabel:`Booths` page, and make any necessary changes from the booth form."
|
||
" Or, create a new one, by clicking the :guilabel:`New` button in the upper-"
|
||
"left corner of the :guilabel:`Booths` page to reveal a blank booth form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:173
|
||
msgid "Booth form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:175
|
||
msgid ""
|
||
"The booth form in Odoo **Events** lets users customize and configure event "
|
||
"booths."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst-1
|
||
msgid "Typical booth form in the Odoo Events application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:181
|
||
msgid ""
|
||
"Start by typing in a :guilabel:`Name` for the booth. This is a **required** "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:183
|
||
msgid ""
|
||
"Then, apply a :guilabel:`Booth Category` to the booth. This is a "
|
||
"**required** field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:186
|
||
msgid ""
|
||
"A new :guilabel:`Booth Category` can be created from this field, by typing "
|
||
"in the name of the new category, and clicking :guilabel:`Create and edit...`"
|
||
" from the resulting drop-down menu. Doing so reveals a :guilabel:`Create "
|
||
"Booth Category` pop-up window, with all the standard fields found on a "
|
||
"common booth category form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:191
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` from the resulting drop-down menu that appears "
|
||
"after typing in a new name creates the category, but does **not** reveal the"
|
||
" :guilabel:`Create Booth Category` pop-up window. The category would have to"
|
||
" be modified later, via the *Booth Categories* page (:menuselection:`Events "
|
||
"app --> Configuration --> Booth Categories`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:196
|
||
msgid ""
|
||
"Upon selecting a :guilabel:`Booth Category`, two additional, non-modifiable "
|
||
"fields appear: :guilabel:`Product` and :guilabel:`Price`. Both fields "
|
||
"represent their respective selections for that specific booth category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:200
|
||
msgid ""
|
||
"When a person purchases a booth rental through the event website, the "
|
||
"subsequent renter-related fields on the form auto-populate, based on the "
|
||
"information provided by the purchaser during the online transaction. The "
|
||
"booth also automatically changes its status from :guilabel:`Available` to "
|
||
":guilabel:`Unavailable`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:205
|
||
msgid ""
|
||
"However, if the rental of a booth is conducted in any other way (e.g., in "
|
||
"person, via sales order, etc.), the :guilabel:`Renter`, :guilabel:`Renter "
|
||
"Name`, :guilabel:`Renter Email`, :guilabel:`Renter Phone`, and "
|
||
":guilabel:`Renter Mobile` fields can be entered manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:209
|
||
msgid ""
|
||
"The status of the booth (:guilabel:`Available` or :guilabel:`Unavailable`) "
|
||
"can also be changed manually, either by clicking the appropriate status from"
|
||
" the status bar present on the booth form, or by dragging-and-dropping the "
|
||
"desired booth into the appropriate stage, via the *Booths* page, while in "
|
||
"Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:215
|
||
msgid "Sell event booths"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:217
|
||
msgid ""
|
||
"With event booths configured on the event form, Odoo presents them on the "
|
||
"event website, via the *Get A Booth* event subheader link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:220
|
||
msgid ""
|
||
"To access the *Get A Booth* page on the event website, open the "
|
||
":menuselection:`Events app`, and select the desired event from the "
|
||
":guilabel:`Events` dashboard. From the event form, click the :guilabel:`Go "
|
||
"to Website` smart button to be taken to the Odoo-built event website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:224
|
||
msgid ""
|
||
"If the event subheader menu (with the :guilabel:`Get A Booth` option) is "
|
||
"*not* showing up on the event website, there are two ways to make it appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:227
|
||
msgid ""
|
||
"While on the event website, enter the edit mode by clicking the "
|
||
":guilabel:`Edit` button in the upper-right corner. Then, click into the "
|
||
":guilabel:`Customize` tab of the resulting sidebar of web design tools."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:231
|
||
msgid ""
|
||
"In the :guilabel:`Customize` tab, click the toggle switch for "
|
||
":guilabel:`Sub-Menu (Specific)`, and click :guilabel:`Save`. Doing so "
|
||
"reveals the event subheader menu with various options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:234
|
||
msgid ""
|
||
"Alternatively, enter :doc:`Debug mode <../../general/developer_mode>`, and "
|
||
"open the specific event form in the **Events** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:237
|
||
msgid ""
|
||
"On the event form, with *Debug mode* on, an array of subheader menu options "
|
||
"appears. Tick the checkbox for :guilabel:`Website Submenu`, in order for the"
|
||
" submenu to appear on the event website. Doing so also ticks every other "
|
||
"submenu-related checkbox automatically."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:241
|
||
msgid ""
|
||
"At this point, choose which options to keep on the event subheader menu. In "
|
||
"this case, make sure the :guilabel:`Booth Register` checkbox is ticked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:244
|
||
msgid ""
|
||
"On the event website, click the :guilabel:`Get A Booth` event subheader menu"
|
||
" option. Doing so reveals the :guilabel:`Get A Booth` page, showcasing all "
|
||
"the configured event booths that were created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst-1
|
||
msgid "Typical Get A Booth page on the event website via the Odoo Events app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:252
|
||
msgid ""
|
||
"From here, the visitor can select their desired booth option. Next, they "
|
||
"would click the :guilabel:`Book my Booths` button, located at the bottom of "
|
||
"the :guilabel:`Get A Booth` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:255
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Sponsor Details` page, wherein they fill out "
|
||
"either *Sponsor Details* or *Contact Details*, depending on how the booth "
|
||
"was configured on the event form. The fields present on this form vary, "
|
||
"depending on whether it is meant for a basic contact or an event sponsor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:260
|
||
msgid ""
|
||
"If the selected booth has the *Create Sponsor* checkbox ticked, this page "
|
||
"reads as *Sponsor Details*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:263
|
||
msgid ""
|
||
"The information provided on this page is used to auto-populate the renter-"
|
||
"related information on the booth form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:266
|
||
msgid ""
|
||
"Once the necessary information has been entered, the booth purchaser then "
|
||
"clicks the :guilabel:`Book my Booths` button at the bottom of the page, and "
|
||
"completes the typical checkout process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:269
|
||
msgid ""
|
||
"Upon successful payment confirmation, that selected booth automatically "
|
||
"moves to the *Unavailable* stage on the event-specific *Booths* page in the "
|
||
"**Events** application (accessible via the *Booths* smart button on the "
|
||
"event form)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:273
|
||
msgid ""
|
||
"Also, the provided *Sponsor* information (if applicable), and *Sales Order* "
|
||
"information, are accessible from the specific event form, via their "
|
||
"respective smart buttons that appear at the top of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_booths.rst:278
|
||
msgid ""
|
||
"Click the *Sponsors* smart button on an event form to view and modify any "
|
||
"information about the sponsor, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:3
|
||
msgid "Event essentials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:5
|
||
msgid ""
|
||
"Odoo Events provides event coordinators with an arsenal of planning, "
|
||
"communications, and reporting tools to create immersive and engaging "
|
||
"experiences for customers. Namely, staff can create and publish events on "
|
||
"their website, sell tickets online, scan tickets with Odoo barcode, send out"
|
||
" automated emails, and generate rich reporting data once the event accepts "
|
||
"registrations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:11
|
||
msgid "Kanban concepts and organization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:13
|
||
msgid ""
|
||
"To get started, click on the :guilabel:`Events` application on the home "
|
||
"dashboard, which then leads to the kanban view populated with a variety of "
|
||
"pipeline stages. Key information is listed on each event card, such as the "
|
||
"date/time of the event, along with the number of expected (and confirmed) "
|
||
"attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:18
|
||
msgid ""
|
||
"To create a new stage, click :guilabel:`Add a Column` and provide a "
|
||
"befitting title to reflect the purpose of that stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:21
|
||
msgid ""
|
||
"To reorganize the stages, just drag-and-drop them until they are in the "
|
||
"correct order. Stages can also be “folded” in the kanban for a cleaner "
|
||
"presentation, via the :guilabel:`Settings` menu to the right of each stage's"
|
||
" title, which is represented by a gear icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:26
|
||
msgid ""
|
||
"The gear icon, by default, is hidden and will appear next to the "
|
||
":guilabel:`+` icon when moused over."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:29
|
||
msgid "When clicked, a drop-down menu of settings will appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst-1
|
||
msgid "Overview of events setting with the kanban view in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:36
|
||
msgid "Create a new event"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:38
|
||
msgid ""
|
||
"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo"
|
||
" will then direct the page to a blank event template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:41
|
||
msgid ""
|
||
"From the event form, fill out the necessary fields, either by choosing from "
|
||
"existing data in the Odoo database or by creating and editing new field "
|
||
"data. Key information to enter for the event includes:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:45
|
||
msgid ":guilabel:`Event Name`: give the event a title."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:46
|
||
msgid ""
|
||
":guilabel:`Date`: when the event is scheduled to take place (expressed in "
|
||
"your local timezone on the form view)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:48
|
||
msgid ""
|
||
":guilabel:`Display Timezone`: indicates the timezone in which the event "
|
||
"dates/times will be displayed on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:50
|
||
msgid ""
|
||
":guilabel:`Template`: choose from a pre-built event template or build a "
|
||
"custom one and connect it here."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:52
|
||
msgid ""
|
||
":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. "
|
||
"`tradeshow`). Tags help better organize event cards in the kanban and are "
|
||
"useful when using search filters during reporting periods."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:55
|
||
msgid ""
|
||
":guilabel:`Organizer`: detail the organizer(s) for the event. This field is "
|
||
"usually the company that owns the Odoo database, or a vendor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:57
|
||
msgid ""
|
||
":guilabel:`Responsible`: name the point person who is responsible for "
|
||
"organizing the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:58
|
||
msgid ""
|
||
":guilabel:`Website`: indicate which Odoo website(s) the event event should "
|
||
"be published to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:59
|
||
msgid ""
|
||
":guilabel:`Venue`: list the venue details here if it's a new record, or "
|
||
"choose from an existing location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:61
|
||
msgid ""
|
||
":guilabel:`Limit Registrations`: when enabled, this setting caps the "
|
||
"attendee registrations to a specified amount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:63
|
||
msgid ""
|
||
":guilabel:`Autoconfirmation`: when enabled, this setting skips the "
|
||
"confirmation request that gets sent by email to event registrants, and "
|
||
"automatically confirms their registration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:66
|
||
msgid ""
|
||
"Once the fields in the event form are set, move on to the "
|
||
":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the "
|
||
":guilabel:`Questions` tab if registrations should require additional "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:71
|
||
msgid "Add and sell event tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:73
|
||
msgid ""
|
||
"Under the :guilabel:`Tickets` tab, add line items for each type of ticket "
|
||
"the event plans to offer. Here, determine the ticket price, start/end dates "
|
||
"for registrations, as well as the maximum number of tickets that can be "
|
||
"sold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:77
|
||
msgid ""
|
||
"If selling tickets isn't necessary for the event, a simple "
|
||
":guilabel:`Registration` button will be displayed on the event's page by "
|
||
"default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst-1
|
||
msgid "View of the ticket tab in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:85
|
||
msgid "Send automated emails, text, and social posts to event attendees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:87
|
||
msgid ""
|
||
"Under the :guilabel:`Communication` tab, configure personalized email, SMS, "
|
||
"or social post messages to keep in touch with event attendees. For each "
|
||
"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`"
|
||
" tab form, and then choose (or create) a communications template using the "
|
||
"drop-down menu under the :guilabel:`Template` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:92
|
||
msgid ""
|
||
"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how "
|
||
"often the communication should be sent; use these time fields to specify the"
|
||
" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or "
|
||
":guilabel:`Months` communications should be sent. There is also the option "
|
||
"to send communications `Immediately` after a specified :guilabel:`Trigger` "
|
||
"is activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:98
|
||
msgid ""
|
||
"In the last column, determine the :guilabel:`Trigger` which controls how and"
|
||
" when the communication is sent. For this action, choose between: "
|
||
":guilabel:`Before the event`, :guilabel:`After each registration`, or "
|
||
":guilabel:`After the event`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst-1
|
||
msgid "View of the communication tab in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:107
|
||
msgid "Attach a questionnaire to event registrations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:109
|
||
msgid ""
|
||
"Implementing a questionnaire during event sign up is an effective way to "
|
||
"gauge the wants, needs, and interests of the event's attendees ahead of "
|
||
"time. Questionnaires also act as informative analytics tools for reporting "
|
||
"periods before (or after) events take place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:113
|
||
msgid ""
|
||
"To create a questionnaire, from the :guilabel:`Events` application, navigate"
|
||
" to :menuselection:`Configuration --> Settings` and then enable the "
|
||
":guilabel:`Questions` setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:116
|
||
msgid ""
|
||
"With the setting enabled, questions and answers can now be added (and "
|
||
"recorded) under the the :guilabel:`Questions` tab back on the event form. "
|
||
"For each question, specify if it should only be asked once with the "
|
||
":guilabel:`Ask once per order` checkbox, or if the question requires a "
|
||
":guilabel:`Mandatory Answer`, which will make the question required for "
|
||
"registration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:122
|
||
msgid ""
|
||
"If the :guilabel:`Once per order` checkbox is enabled, then a single "
|
||
"registration for 3 event attendees will show the questionnaire only once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:125
|
||
msgid ""
|
||
"There are two :guilabel:`Question Types` to choose from: "
|
||
":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` "
|
||
"type, allows attendees to select an answer from pre-configured options, "
|
||
"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text "
|
||
"Input` type allows attendees to write in their own answer to the question in"
|
||
" a text box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst-1
|
||
msgid "View of an event form, open the questions tab, and add a question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:135
|
||
msgid "Log internal notes or add ticket instructions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:137
|
||
msgid ""
|
||
"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` "
|
||
"and/or :guilabel:`Ticket instructions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:140
|
||
msgid ""
|
||
"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, "
|
||
"contact information, etc.) for event staff to reference. In the "
|
||
":guilabel:`Ticket instructions` field, helpful information for staff and "
|
||
"attendees can be shared (like, directions to the venue, opening/closing "
|
||
"times, etc.)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:146
|
||
msgid ""
|
||
"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket "
|
||
"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These "
|
||
"options provide various formatting options to ensure vital internal "
|
||
"information is organized for event staff to review."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst-1
|
||
msgid "View of the Notes tab in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:155
|
||
msgid "Invite attendees to the event"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:157
|
||
msgid ""
|
||
"To invite people to an event, click the :guilabel:`Invite` button located in"
|
||
" the top left corner of the event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:160
|
||
msgid ""
|
||
"Inside the invite template form, are options to sent email or SMS invites. "
|
||
"Each message can be fully customized, and recipients can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:163
|
||
msgid ""
|
||
"Adding a :guilabel:`Subject` line for the invite message is required, but "
|
||
"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`"
|
||
" is a catchy preview sentence meant to encourage recipients to open the "
|
||
"email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:168
|
||
msgid ""
|
||
"In most cases, the :guilabel:`Preview Text` is displayed next to the "
|
||
"subject. Keep this field empty to ensure the first characters of the email "
|
||
"content appear, instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:172
|
||
msgid "Select invitees and configure recipient filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:174
|
||
msgid ""
|
||
"In the middle of the invitation form, find and click the "
|
||
":guilabel:`Recipients` field, to reveal a drop-down menu of recipient "
|
||
"options. These choices represent where Odoo will find the desired "
|
||
"recipients' information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:178
|
||
msgid ""
|
||
"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, "
|
||
":guilabel:`Contact`, :guilabel:`Event Registration`, "
|
||
":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all "
|
||
"recipients who match that initial rule. Additional rules can be added to "
|
||
"narrow down the target recipients, by clicking :guilabel:`Add Filter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst-1
|
||
msgid ""
|
||
"View of the add filter button beneath the recipients field in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:187
|
||
msgid ""
|
||
"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an "
|
||
"equation. To reveal the sub-menu options, click each field, and make the "
|
||
"desired selections, until the preferred configuration has been acheived. The"
|
||
" number of :guilabel:`Records` that match the rule(s) are indicated to the "
|
||
"right of the :guilabel:`Recipients` field, in green."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:196
|
||
msgid ""
|
||
"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and "
|
||
":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)"
|
||
" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, "
|
||
"the :guilabel:`...` icon adds a branch to the node. A branch means two "
|
||
"additional, indented sub-nodes are added to the rule, providing even more "
|
||
"specificity to the line above it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:203
|
||
msgid "Build a custom event invite"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:205
|
||
msgid ""
|
||
"In the :guilabel:`Mail Body` tab, there are a number of pre-configured "
|
||
"message templates to choose from. Select the desired template, and modify "
|
||
"every element of its design details with Odoo's drag-and-drop web builder, "
|
||
"located on the right sidebar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst-1
|
||
msgid ""
|
||
"View of the drag and drop building blocks used to customize event invite "
|
||
"emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:214
|
||
msgid ""
|
||
"To build an email event invite from scratch, select the :guilabel:`Plain "
|
||
"Text` template, and Odoo will provide a blank email canvas, which can be "
|
||
"customized either by using the frontend rich text editor that accepts slash "
|
||
"(`/`) commands, or the XML code editor when :ref:`developer mode <developer-"
|
||
"mode>` is engaged and the :guilabel:`</>` icon is pressed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:220
|
||
msgid ""
|
||
"The :guilabel:`Mail Body` tab (and template options), are only available if "
|
||
"the event invite :guilabel:`Mailing Type` is designated as an "
|
||
":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a "
|
||
":guilabel:`SMS Content` tab (consisting of a blank text space), is "
|
||
"available, instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:226
|
||
msgid "Modify event invite settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:228
|
||
msgid ""
|
||
"The options under the :guilabel:`Settings` tab are different, depending on "
|
||
"the specified :guilabel:`Mailing Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:231
|
||
msgid ""
|
||
"If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`,"
|
||
" an employee can be designated as the :guilabel:`Responsible`, meaning that "
|
||
"person is the one responsible for this particular invite message. "
|
||
":guilabel:`Send From` and :guilabel:`Reply To` email aliases can be "
|
||
"designated here, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:236
|
||
msgid ""
|
||
"Also, if any specific documents are required (or helpful) for this event "
|
||
"invite, they can be sent along with this email, by clicking "
|
||
":guilabel:`ATTACH A FILE`, and adding the appropriate document(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:240
|
||
msgid ""
|
||
"If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a"
|
||
" :guilabel:`Responsible` can be designated, and the option to "
|
||
":guilabel:`Include an opt-out link` is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:244
|
||
msgid "Send event invitations to recipients"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:246
|
||
msgid ""
|
||
"If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are "
|
||
"three options to send the invite: :guilabel:`Send`, :guilabel:`Schedule`, "
|
||
"and :guilabel:`Test`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:249
|
||
msgid ""
|
||
"The :guilabel:`Send` option sends the invite right away. The "
|
||
":guilabel:`Schedule` option reveals a pop-up, in which a scheduled date/time"
|
||
" can be selected for the email to be sent. The :guilabel:`Test` option "
|
||
"reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email "
|
||
"addresses can be entered for Odoo to send them the current version of the "
|
||
"mailing for review before officially sending it out to prospective event "
|
||
"attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:255
|
||
msgid ""
|
||
"If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four "
|
||
"options to send the invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, "
|
||
":guilabel:`Schedule`, and :guilabel:`Test`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:258
|
||
msgid ""
|
||
"The :guilabel:`Put in Queue` option schedules an SMS message to all "
|
||
"recipients (that match the designated rules, if any) in the near future. "
|
||
"Clicking :guilabel:`Put in Queue` reveals a pop-up, requiring confirmation. "
|
||
"When confirmed, a blue banner appears on the event invite template form, "
|
||
"indicating that the SMS will be sent later that day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:264
|
||
msgid ""
|
||
"The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options"
|
||
" all function the same way for both :guilabel:`Mailing Type` options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:268
|
||
msgid "Publish events"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:270
|
||
msgid ""
|
||
"Until an event is published, it will remain hidden from public view on the "
|
||
"website and registering for it will not be possible. To publish an event, "
|
||
"navigate to it either from the backend of Odoo through the "
|
||
":guilabel:`Events` application, or access the hidden event page through the "
|
||
"frontend as either a priveliged user or administrator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:275
|
||
msgid ""
|
||
"If navigating from the backend, go to the event form, and click the "
|
||
":guilabel:`Go to Website` smart button to reach the event page on the "
|
||
"website (on the frontend). If starting from the frontend, simply navigate to"
|
||
" the event page that needs to be published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst:279
|
||
msgid ""
|
||
"No matter the route, an event page can only be published from the frontend. "
|
||
"In the upper right corner of the event page on the website, toggle the "
|
||
"switch from the red :guilabel:`Unpublished` status to the green "
|
||
":guilabel:`Published` status. Doing so instantly makes the event page "
|
||
"accessible to the public on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/event_essentials.rst-1
|
||
msgid ""
|
||
"View of a website page and the option to publish the event in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:3
|
||
msgid "Sell tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:5
|
||
msgid ""
|
||
"Create custom ticket tiers (with various price points) for potential "
|
||
"attendees to choose from, directly on the event template form, under the "
|
||
":guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by "
|
||
"providing plenty of payment method options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:12
|
||
msgid ""
|
||
"First, in order to enable the creation (and selling of) event tickets, go to"
|
||
" :menuselection:`Configuration --> Settings`, then enable the "
|
||
":guilabel:`Tickets` and :guilabel:`Online Ticketing` features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:16
|
||
msgid ""
|
||
"The :guilabel:`Tickets` feature allows tickets to be sold for an event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:18
|
||
msgid ""
|
||
"The :guilabel:`Online Tickets` feature allows for the sale of tickets to "
|
||
"occur through the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:21
|
||
msgid ""
|
||
"If these options are *not* enabled, a default :guilabel:`Register` button "
|
||
"will be available for free registrations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst-1
|
||
msgid "View of the settings page for Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:29
|
||
msgid "Sell tickets through sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:31
|
||
msgid ""
|
||
"In the :guilabel:`Sales` application, choose a previously-created Event "
|
||
"Registration (as if it were a product), and add it as a product line. Upon "
|
||
"adding the registration, a pop-up appears, which allows for the selection of"
|
||
" a specific event (and ticket tier). That specific event ticket is then "
|
||
"attached to the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst-1
|
||
msgid ""
|
||
"View of a sales order and option to choose the specific event in Odoo "
|
||
"Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:40
|
||
msgid ""
|
||
"Events with tickets sold online or through sales orders have a "
|
||
":guilabel:`Sales Smart Button` shortcut, located at the top of the event "
|
||
"template form (in the :guilabel:`Events` application)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:43
|
||
msgid ""
|
||
"Clicking the :guilabel:`Sales Smart Button` reveals a page with all the "
|
||
"sales orders related to that event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst-1
|
||
msgid "View of an event's form and the sales smart button in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst-1
|
||
msgid ""
|
||
"View of an event form highlighting the column product under the tickets tab in Odoo\n"
|
||
"Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:56
|
||
msgid "Sell tickets through the website"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:58
|
||
msgid ""
|
||
"With tickets purchased through the website, the process is similar to "
|
||
"creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` "
|
||
"product. Here, tickets are added to a virtual cart, and the transaction can "
|
||
"be completed as usual - utilizing any of the pre-configured payment methods "
|
||
"options that have been set up on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst:63
|
||
msgid ""
|
||
"The completed purchase is automatically produced in a :guilabel:`Sales "
|
||
"Order`, which can be easily accessed in the back end of the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/sell_tickets.rst-1
|
||
msgid "View of website transaction for Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:3
|
||
msgid "Track and manage talks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:5
|
||
msgid ""
|
||
"With Odoo Events, it's possible to provide attendees with the power to "
|
||
"propose presenters to speak at events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:11
|
||
msgid ""
|
||
"First, go to :menuselection:`Events --> Configuration --> Settings` and "
|
||
"enable :guilabel:`Schedule & Tracks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:14
|
||
msgid ""
|
||
"When that feature is enabled, two more options become available: *Live "
|
||
"Broadcast* and *Event Gamification*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:17
|
||
msgid ""
|
||
":guilabel:`Live Broadcast` allows for the airing of tracks online through a "
|
||
"YouTube integration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:19
|
||
msgid ""
|
||
":guilabel:`Event Gamification` allows for the sharing of a quiz with your "
|
||
"attendees, once a track (talk) is over."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:23
|
||
msgid ""
|
||
":guilabel:`Event Gamification` isn't necessary for tracks to appear on the "
|
||
"event page on the website, but it can enhance the engagement and overall "
|
||
"enjoyablity of the event for attendees."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:27
|
||
msgid "Talks, talk proposals, and agenda"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:29
|
||
msgid ""
|
||
"Once those two features are enabled, the following links are automatically "
|
||
"added to the sub-header menu, located on the event page on the website: "
|
||
":guilabel:`Talks`, :guilabel:`Talk Proposals`, and :guilabel:`Agenda`. Any "
|
||
"attendee can freely access these menu items and their corresponding content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:33
|
||
msgid ""
|
||
"The :guilabel:`Talks` link takes the attendee to a page full of all the "
|
||
"talks for that event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:35
|
||
msgid ""
|
||
"The :guilabel:`Talks Proposals` link takes the attendee to a form page, "
|
||
"where they can propose talks for the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:38
|
||
msgid ""
|
||
"The :guilabel:`Agenda` link takes the attendee to a page with all the talks "
|
||
"for the event, but in a calendar/time-slot format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid ""
|
||
"View of the published website and the talks, talk proposals, and agenda in "
|
||
"Odoo Events"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:46
|
||
msgid "Manage talk proposals"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:48
|
||
msgid ""
|
||
"When attendees fill out and submit a talk proposal form on the website, a "
|
||
"new :guilabel:`Proposal` is instantly created in the back end for the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:52
|
||
msgid ""
|
||
"All talks (Proposals, Confirmed, Announced, etc.) are accessible via the "
|
||
":guilabel:`Tracks` smart button on the event form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid ""
|
||
"View of the talks' proposals page emphasizing the column proposal in Odoo "
|
||
"Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:59
|
||
msgid ""
|
||
"If a proposal is accepted, move the :guilabel:`Event Track` to the "
|
||
"appropriate stage in the Kanban view (e.g. `Confirmed`, etc.). Then, go to "
|
||
"that particular event's template form, and click the :guilabel:`Go to "
|
||
"Website` smart button to reach that specific talk's page on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:63
|
||
msgid ""
|
||
"In the upper right corner, toggle the switch from :guilabel:`Unpublished` to"
|
||
" :guilabel:`Published`, and the talk is instantly accessible on the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:67
|
||
msgid "Without publishing a talk, attendees will never be able to access it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid "View of the website page to publish a proposed talk for Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:74
|
||
msgid "Attendees list and attendance"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:76
|
||
msgid ""
|
||
"Once attendees have registered for a specific event, they are added to the "
|
||
":guilabel:`Attendee List` for that event, which is accessible via the "
|
||
":guilabel:`Attendees` smart button on the event template form, or "
|
||
":menuselection:`Reporting --> Attendees` and sorted by event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:81
|
||
msgid ""
|
||
"When an attendee arrives at the event, they will be marked as attending "
|
||
"(:guilabel:`Confirmed Attendance`), and the status of that attendee will "
|
||
"change to :guilabel:`Attended.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid "Overview of events with the kanban view in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:88
|
||
msgid ""
|
||
"When analyzing an :guilabel:`Attendees list`, Odoo provides different ways "
|
||
"to view the information. Each view option presents the same information, but"
|
||
" in a slightly different layout. To change the view, click on the icons in "
|
||
"the upper right hand of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid "Various view options on the attendees list page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:96
|
||
msgid ""
|
||
"In the :guilabel:`Kanban` view, it can be confirmed whether the attendees "
|
||
"have already paid or remain unpaid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:99
|
||
msgid ""
|
||
"The :guilabel:`List` view provides information in a more traditional list "
|
||
"formation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:101
|
||
msgid ""
|
||
"The :guilabel:`Calendar` view provides a clear schedule visualization of "
|
||
"which attendees are arriving on specific dates of the event."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:104
|
||
msgid ""
|
||
"The :guilabel:`Graph` view provides graphical representations of that "
|
||
"event's attendees, along with numerous filters and customizable measures for"
|
||
" deeper analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:107
|
||
msgid ""
|
||
"The :guilabel:`Cohort` view lays out attendee data to better analyze the "
|
||
"number of registration dates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:111
|
||
msgid ""
|
||
"Tickets sold through sales orders validate attendees as soon as the "
|
||
"quotation is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:114
|
||
msgid "Manage registrations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:116
|
||
msgid ""
|
||
"Upon selecting an attendee, Odoo reveals that specific attendee's detail "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:118
|
||
msgid ""
|
||
"From here, event badges can be sent manually, by selecting :guilabel:`Send "
|
||
"By Email`. The :guilabel:`Attendee` can also be marked as "
|
||
":guilabel:`Attended`, or the registration can be canceled altogether via the"
|
||
" :guilabel:`Cancel Registration` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid ""
|
||
"View of an attendee form emphasizing the send by email and cancel registration in Odoo\n"
|
||
"Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:128
|
||
msgid "Lead Generation Rules"
|
||
msgstr "כלל יצירת לידים"
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:130
|
||
msgid "With Odoo, leads can be generated from events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:132
|
||
msgid ""
|
||
"To create and configure a :guilabel:`Lead Generation Rule` related to "
|
||
"events, navigate to :menuselection:`Events app --> Configuration --> Lead "
|
||
"Generation`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:135
|
||
msgid ""
|
||
"On the :guilabel:`Lead Generation Rule` page, every configured "
|
||
":guilabel:`Lead Generation Rule` can be found, along with pertinent data "
|
||
"related to those rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid "How the Lead Generation Rule page looks in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:142
|
||
msgid ""
|
||
"To create a new :guilabel:`Lead Generation Rule`, click :guilabel:`Create`, "
|
||
"and fill out the :guilabel:`Lead Generation Rule` form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst-1
|
||
msgid "How the Lead Generation Rule template looks in Odoo Events."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:149
|
||
msgid ""
|
||
"After naming the rule, configure *how* the lead should be created (either "
|
||
":guilabel:`Per Attendee` or :guilabel:`Per Order`), and *when* they should "
|
||
"be created, (when :guilabel:`Attendees are created`, when "
|
||
":guilabel:`Attendees are confirmed`, or when :guilabel:`Attendees attended` "
|
||
"the event)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:154
|
||
msgid ""
|
||
"In the :guilabel:`For any of these Events` section, there are fields to "
|
||
"attach this rule to any specific event categories, company, and/or event. To"
|
||
" add even more specificity to the rule, a domain filter rule can be "
|
||
"configured to ensure the rule only applies to a specific target audience of "
|
||
"attendees (found in the :guilabel:`If the Attendees meet these Conditions` "
|
||
"section)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/events/track_manage_talks.rst:159
|
||
msgid ""
|
||
"Lastly, in the :guilabel:`Lead Default Values` section, designate a "
|
||
":guilabel:`Lead Type`, then assign it to a specific :guilabel:`Sales Team` "
|
||
"(and/or :guilabel:`Salesperson`), and attach tags to the rule, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:8
|
||
msgid "Marketing Automation"
|
||
msgstr "שיווק בדואר אלקטרוני"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation.rst:11
|
||
#: ../../content/applications/marketing/sms_marketing.rst:11
|
||
#: ../../content/applications/marketing/social_marketing.rst:11
|
||
msgid ""
|
||
"`Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced.rst:5
|
||
msgid "Advanced"
|
||
msgstr "מתקדם"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3
|
||
msgid "Campaign metrics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5
|
||
msgid ""
|
||
"*Campaign metrics* are detailed statistics and analytics within a marketing "
|
||
"campaign, measuring its success and effectiveness. Triggered marketing "
|
||
"activities populate relevant activity blocks with real-time metrics, in the "
|
||
"campaign detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10
|
||
msgid "Activity analytics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:12
|
||
msgid ""
|
||
"In the :guilabel:`Workflow` section of a campaign detail form in the "
|
||
"*Marketing Automation* app, where the various campaign activities are "
|
||
"located, a collection of useful data can be found on every individual "
|
||
"activity block, like number of communications :guilabel:`Sent`, percentage "
|
||
"of messages that have been :guilabel:`Clicked`, and more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1
|
||
msgid ""
|
||
"An activity block in the workflow section with useful analytical data in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:21
|
||
msgid ""
|
||
"To the left of the activity block, the configured :doc:`trigger time "
|
||
"<../getting_started/workflow_activities>` is displayed as a duration (either"
|
||
" :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or "
|
||
":guilabel:`Months`) if it corresponds to period after the workflow begins."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27
|
||
msgid ""
|
||
"If the trigger time is dependent on another activity or triggering action "
|
||
"(e.g. :guilabel:`Mail: Replied`, etc.) the time is displayed, along with the"
|
||
" necessary action for that activity to be activated (e.g. `Replied after 2 "
|
||
"Hours`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0
|
||
msgid ""
|
||
"Time trigger display when dependent on another activity in Odoo Marketing "
|
||
"Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:35
|
||
msgid ""
|
||
"In the activity block, an icon represents each activity type. An "
|
||
":guilabel:`✉️ (envelope)` icon means the activity is an email. Three tiny, "
|
||
"interlocking :guilabel:`⚙️ (gear)` icons means the activity is an internal "
|
||
"action. And, a small, basic :guilabel:`📱 (mobile)` icon means the activity "
|
||
"is an SMS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:41
|
||
msgid ""
|
||
"The activity type name is also displayed in smaller font below the activity "
|
||
"title."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:43
|
||
msgid ""
|
||
"Beside the activity icon, at the top of the activity block, is the title of "
|
||
"the activity. To the right of the activity title, there are :guilabel:`Edit`"
|
||
" and :guilabel:`Delete` buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:46
|
||
msgid ""
|
||
"Click :guilabel:`Edit` to open the :guilabel:`Open: Activities` pop-up form "
|
||
"for that specific activity, in which that activity can be modified. Click "
|
||
"the :guilabel:`Delete` button to completely delete that specific activity "
|
||
"from the workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:51
|
||
msgid ""
|
||
":doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54
|
||
msgid "Activity graph tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:56
|
||
msgid ""
|
||
"In every activity block, the :guilabel:`Graph (pie chart icon)` tab is open "
|
||
"by default, displaying related metrics as a simple line graph. The success "
|
||
"metrics are represented in `green` and the rejected metrics are represented "
|
||
"in `red`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:60
|
||
msgid ""
|
||
"Numerical representations of both :guilabel:`Success` and "
|
||
":guilabel:`Rejected` activities are shown to the right of the line graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:64
|
||
msgid ""
|
||
"Hovering over any point in the line graph of the activity block reveals a "
|
||
"notated breakdown of data for that specific date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0
|
||
msgid ""
|
||
"Hovering over any point in line graph reveals notated breakdown of data in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:71
|
||
msgid ""
|
||
"Beneath the graph in the activity block, for *Email* or *SMS* activity "
|
||
"types, a line of accessible data figures provide a bird's eye view of the "
|
||
"campaign activity, including: :guilabel:`Sent` (numerical), "
|
||
":guilabel:`Clicked` (percentage), :guilabel:`Replied` (percentage), and "
|
||
":guilabel:`Bounced` (percentage)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:77
|
||
msgid ""
|
||
"Clicking any of those stats on the :guilabel:`DETAILS` line, beneath the "
|
||
"line graph, reveals a separate page containing every specific record for "
|
||
"that particular data point."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:81
|
||
msgid "Activity filter tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:83
|
||
msgid ""
|
||
"Next to the :guilabel:`Graph` tab on the activity block, there's the option "
|
||
"to open a :guilabel:`Filter` tab (represented by a :guilabel:`filter/funnel`"
|
||
" icon)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1
|
||
msgid ""
|
||
"What a campaign activity filter tab looks like in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:90
|
||
msgid ""
|
||
"Clicking the :guilabel:`Filter` tab on an activity block, reveals what the "
|
||
"specific filters are for that particular campaign activity, and how many "
|
||
"records in the database match that specific criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:95
|
||
msgid ""
|
||
"Clicking the :guilabel:`records` link beneath the displayed filter reveals a"
|
||
" separate pop-up window containing a list of all the records that match that"
|
||
" specific campaign activity rule(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:99
|
||
msgid "Link tracker"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:101
|
||
msgid ""
|
||
"Odoo tracks all URLs used in marketing campaigns. To access and analyze "
|
||
"those URLs, navigate to :menuselection:`Marketing Automation app --> "
|
||
"Reporting --> Link Tracker`. Doing so reveals a :guilabel:`Link Statistics` "
|
||
"page, wherein all campaign-related URLs can be analyzed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:109
|
||
msgid ""
|
||
"The default view on the :guilabel:`Link Statistics` page is the "
|
||
":guilabel:`Bar Chart` view, but there are different view options available "
|
||
"in the upper-left corner. There is the option to view the statistics as a "
|
||
":guilabel:`Line Chart` or :guilabel:`Pie Chart`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:113
|
||
msgid ""
|
||
"Beside that, there is also the option to view the statistics as "
|
||
":guilabel:`Stacked`, and the data can be put into :guilabel:`Descending` or "
|
||
":guilabel:`Ascending` order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:116
|
||
msgid ""
|
||
"To the far-left of the view options, there is the :guilabel:`Measures` drop-"
|
||
"down menu. When clicked, the options to view the :guilabel:`Number of "
|
||
"Clicks` or total :guilabel:`Count` are available. And, to the right of the "
|
||
":guilabel:`Measures` drop-down menu, there's the ability to add any data to "
|
||
"a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:121
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:153
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:180
|
||
msgid ""
|
||
"Also, in the upper-right corner of the :guilabel:`Link Statistics` page, to "
|
||
"the far-right of the search bar, there are additional view options to choose"
|
||
" from: the default :guilabel:`Graph` view, the :guilabel:`Pivot` table view,"
|
||
" and the :guilabel:`List` view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:126
|
||
msgid "Traces"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:128
|
||
msgid ""
|
||
"Odoo tracks all activities used in every marketing campaign. The data "
|
||
"related to these activities can be accessed and analyzed in the "
|
||
":guilabel:`Traces` page, which can be found by navigating to "
|
||
":menuselection:`Marketing Automation app --> Reporting --> Traces`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1
|
||
msgid "The Traces page in the Odoo Marketing Automation application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:136
|
||
msgid ""
|
||
"The default view on the :guilabel:`Traces` page is the :guilabel:`Bar Chart`"
|
||
" view, but there are different view options available in the upper-left "
|
||
"corner. There is the option to view the statistics as a :guilabel:`Line "
|
||
"Chart` or :guilabel:`Pie Chart`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:140
|
||
msgid ""
|
||
"At the top of the graph, there's a color key, informing the user which "
|
||
"activities have been :guilabel:`Processed`, :guilabel:`Scheduled`, and "
|
||
":guilabel:`Rejected`. There's also an outline indicator to inform users of "
|
||
"the :guilabel:`Sum` of certain activities, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:144
|
||
msgid ""
|
||
"Beside the various view option in the upper-left corner of the "
|
||
":guilabel:`Traces` page, there is also the option to view the statistics as "
|
||
":guilabel:`Stacked`, and the data can be put into :guilabel:`Descending` or "
|
||
":guilabel:`Ascending` order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:148
|
||
msgid ""
|
||
"To the far-left of the view options, there is the :guilabel:`Measures` drop-"
|
||
"down menu. When clicked, the options to view the :guilabel:`Document ID` or "
|
||
"total :guilabel:`Count` are available. And, to the right of the "
|
||
":guilabel:`Measures` drop-down menu, there's the ability to add any data to "
|
||
"a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:158
|
||
msgid "Participants"
|
||
msgstr "משתתף"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:160
|
||
msgid ""
|
||
"Odoo tracks all participants related to every marketing campaign. The data "
|
||
"related to these participants can be accessed and analyzed in the "
|
||
":guilabel:`Participants` page, which can be found by navigating to "
|
||
":menuselection:`Marketing Automation app --> Reporting --> Participants`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1
|
||
msgid "The Participants page in the Odoo Marketing Automation application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:168
|
||
msgid ""
|
||
"The default view on the :guilabel:`Participants` page is the :guilabel:`Pie "
|
||
"Chart` view, but there are different view options available in the upper-"
|
||
"left corner. There is the option to view the statistics as a :guilabel:`Line"
|
||
" Chart` or :guilabel:`Bar Chart`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:172
|
||
msgid ""
|
||
"At the top of the graph, there's a color key that describes the type of "
|
||
"participants found in the graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:175
|
||
msgid ""
|
||
"To the far-left of the view options, there is the :guilabel:`Measures` drop-"
|
||
"down menu. When clicked, the options to view the :guilabel:`Record ID` or "
|
||
"total :guilabel:`Count` are available. And, to the right of the "
|
||
":guilabel:`Measures` drop-down menu, there's the ability to add any data to "
|
||
"a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5
|
||
msgid "Getting Started"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3
|
||
msgid "Marketing automation campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5
|
||
msgid ""
|
||
"The Odoo *Marketing Automation* app automates a variety of marketing tasks "
|
||
"by combining specific rules and filters to generate timed actions. Instead "
|
||
"of manually having to build each stage of a campaign (like a series of timed"
|
||
" massmails), the *Marketing Automation* app allows marketers to build the "
|
||
"entire campaign, and all of its stages, in one place---on one dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11
|
||
msgid "Campaign configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13
|
||
msgid ""
|
||
"To create a new automated marketing campaign, navigate to "
|
||
":menuselection:`Marketing Automation app --> New` to reveal a blank campaign"
|
||
" form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1
|
||
msgid ""
|
||
"A blank marketing automation campaign form in Odoo Marketing Automation "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:20
|
||
msgid ""
|
||
"After entering a name for the marketing campaign, configure the target "
|
||
"audience in the remaining fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23
|
||
msgid ""
|
||
"A target audience can be configured by entering specific criteria for Odoo "
|
||
"to use when determining to whom this marketing automation campaign should be"
|
||
" sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26
|
||
msgid ""
|
||
"In the :guilabel:`Target` field, use the drop-down menu to choose which "
|
||
"model the target audience filters should be based on (e.g. "
|
||
":guilabel:`Contact`, :guilabel:`Lead/Opportunity`, :guilabel:`Sales Order`, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:30
|
||
msgid ""
|
||
"Select :guilabel:`Search More...` from the drop-down menu to reveal a "
|
||
":guilabel:`Search: Target` pop-up window containing all of the available "
|
||
"targeting options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:33
|
||
msgid ""
|
||
"Once a :guilabel:`Target` is selected, there's a :guilabel:`Unicity based "
|
||
"on` field. This field is used to avoid duplicates based on the model chosen "
|
||
"in the :guilabel:`Target` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:37
|
||
msgid ""
|
||
"If :guilabel:`Customers` is chosen as the :guilabel:`Target`, select "
|
||
":guilabel:`Email` in the :guilabel:`Unicity based on` field so Odoo only "
|
||
"processes one record for each customer email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:41
|
||
msgid ""
|
||
"Select :guilabel:`Search More...` from the :guilabel:`Unicity based on` "
|
||
"drop-down menu to reveal all available options in a pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:44
|
||
msgid ""
|
||
"Last on the campaign form is the :guilabel:`Filter` field. This is where "
|
||
"more specific targeting options can be layered into the campaign to further "
|
||
"narrow the number and type of recipients that receive the marketing "
|
||
"automation material."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:48
|
||
msgid ""
|
||
"If left alone, the :guilabel:`Filter` field reads: :guilabel:`Match all "
|
||
"records`. That means Odoo uses the :guilabel:`Target` and :guilabel:`Unicity"
|
||
" based on` fields to determine who the recipients will be. The number of "
|
||
"recipients is represented beneath as :guilabel:`record(s)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:53
|
||
msgid "Campaign filter rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:55
|
||
msgid ""
|
||
"To add a more specific filter to a marketing automation campaign, click the "
|
||
":guilabel:`Add condition` button in the :guilabel:`Filter` field. Doing so "
|
||
"reveals a series of other configurable filter rule fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59
|
||
msgid ""
|
||
"In the rule fields, customizable equations can be configured for Odoo to use"
|
||
" when filtering who to include or exclude in this specific marketing "
|
||
"campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1
|
||
msgid ""
|
||
"How the filter rule equation fields look in Odoo Marketing Automation "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:67
|
||
msgid ""
|
||
":guilabel:`Records` refer to contacts in the system that fit the specified "
|
||
"criteria for a campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:70
|
||
msgid ""
|
||
"Also, once :guilabel:`Add condition` is clicked, the ability to "
|
||
":guilabel:`Save as Favorite Filter` becomes available on the campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:73
|
||
msgid ""
|
||
"There is also the option to match records with :guilabel:`all` or "
|
||
":guilabel:`any` of the rules configured in the :guilabel:`Filter` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:76
|
||
msgid ""
|
||
"To choose either of those options, click :guilabel:`all` from the middle of "
|
||
"the sentence \":guilabel:`Match records with all of the following rules`\" "
|
||
"to reveal a drop-down menu with those options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1
|
||
msgid ""
|
||
"Match records with all or any of the rules in Filter field for marketing "
|
||
"campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:84
|
||
msgid ""
|
||
"When the first field of the rule equation is clicked, a nested drop-down "
|
||
"menu of options appears on the screen where specific criteria is chosen "
|
||
"based on needs of the campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:87
|
||
msgid ""
|
||
"The remaining fields on the rule equation further define the criteria, which"
|
||
" is used to determine which records in the database to include or exclude in"
|
||
" the execution of the campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:90
|
||
msgid ""
|
||
"To add another rule, either click the :guilabel:`➕ (plus sign)` icon to the "
|
||
"right of the filtering rule, or click :guilabel:`New Rule` beneath the rule "
|
||
"equation fields. When either are clicked, a new series of rule fields "
|
||
"appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:94
|
||
msgid ""
|
||
"To add a branch of multiple rules at the same time, click the "
|
||
":guilabel:`branch` icon, located to the right of the :guilabel:`➕ (plus "
|
||
"sign)` icon. When clicked, two additional sub-rule equation fields appear "
|
||
"beneath the initial rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1
|
||
msgid ""
|
||
"Sample of how the rule branches look in the filter section of a marketing "
|
||
"campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:102
|
||
msgid ""
|
||
"There is also the option to have the filter apply to :guilabel:`any` or "
|
||
":guilabel:`all` of the configured branch rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:105
|
||
msgid ""
|
||
"For further information on marketing automation campaign filter "
|
||
"configuration, refer to :doc:`this documentation page <target_audience>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:109
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:153
|
||
msgid ":doc:`workflow_activities`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:110
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:266
|
||
msgid ":doc:`testing_running`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3
|
||
msgid "Target an audience"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5
|
||
msgid ""
|
||
"Delivering marketing campaigns to the right audience is paramount when "
|
||
"trying to grow a business. The Odoo *Marketing Automation* application helps"
|
||
" marketers to do just that by providing detailed filtering tools, which can "
|
||
"be as simple (or as complex) as necessary, to reach the right customers at "
|
||
"the right time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11
|
||
msgid "Configure target filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13
|
||
msgid ""
|
||
"When configuring the target filters on a marketing campaign, there are some "
|
||
"options that have an :guilabel:`> (arrow)` icon beside them. The "
|
||
":guilabel:`> (arrow)` icon signifies that the particular filter has more "
|
||
"refined parameters within it that can be customized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1
|
||
msgid "The drop-down filter menu in the Marketing Automation application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:21
|
||
msgid ""
|
||
"Filters can be extended by adding *branches* and *nodes*. A *node* adds "
|
||
"another filtering parameter to a group of targeting conditions (e.g. a new "
|
||
"line), and a *branch* creates a narrowly refined cluster of parameters, "
|
||
"allowing filters to be grouped with :guilabel:`ANY` or :guilabel:`ALL` "
|
||
"statements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26
|
||
msgid "Every time a new branch is created, there are two options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:28
|
||
msgid ""
|
||
"Either the records can match :guilabel:`ALL` criteria for the upcoming rules"
|
||
" (creating an AND statement where *all* criteria must match)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:30
|
||
msgid ""
|
||
"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules "
|
||
"(creating an OR statement where *only one* of the criteria must match)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:33
|
||
msgid ""
|
||
"To change between these two options, simply click the drop-down arrow icon "
|
||
"in the green box and select :guilabel:`ANY` or :guilabel:`ALL`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:36
|
||
msgid ""
|
||
"To add a node, click on the :guilabel:`➕ (plus sign)` icon, and to add "
|
||
"another branch click on the :guilabel:`⋯ (ellipses)` icon. To exclude a node"
|
||
" or a branch, click on :guilabel:`✖ (delete)` icon to delete it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:45
|
||
msgid "Use cases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:47
|
||
msgid ""
|
||
"The following scenarios outline different combinations of filters a "
|
||
"marketing campaign might commonly use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:51
|
||
msgid "Scenario #1: Narrow target down to new opportunities in the pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:53
|
||
msgid ""
|
||
"While in *Edit mode* on a campaign template form (by clicking the "
|
||
":guilabel:`Edit` button), select the :guilabel:`Target` field, and click "
|
||
":guilabel:`Search More` from the drop-down menu. Then, search for "
|
||
":guilabel:`Lead/Opportunity`, and select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:57
|
||
msgid ""
|
||
"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Then, "
|
||
"click on the default :guilabel:`ID` filter option in the first portion of "
|
||
"the filter equation. Doing so reveals a drop-down menu full of filter "
|
||
"options. From this drop-down, scroll down (or search for) :guilabel:`Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:62
|
||
msgid ""
|
||
"Keep the second portion of the filter equation on the default :guilabel:`🟰 "
|
||
"(equal sign)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:64
|
||
msgid ""
|
||
"Next, change the third (and final) portion of the filter equation from "
|
||
":guilabel:`Lead` to :guilabel:`Opportunity`. The number of "
|
||
":guilabel:`Records` that fit this specific filter equation changes as the "
|
||
"equation is customized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:68
|
||
msgid ""
|
||
"Add another node to this filter by clicking the :guilabel:`➕ (plus sign)` "
|
||
"icon to the right of the equation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:71
|
||
msgid ""
|
||
"With \"new\" opportunities being the target of this filter, the second node "
|
||
"will focus on *only* locating opportunities that are in the :guilabel:`New` "
|
||
"stage of the pipeline. To do that, select the default :guilabel:`ID` from "
|
||
"the first portion of the second filter equation, and scroll down (or search "
|
||
"for) :guilabel:`Stage` from the field drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:76
|
||
msgid ""
|
||
"Once again, leave the second portion of the filter equation on :guilabel:`🟰 "
|
||
"(equal sign)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:78
|
||
msgid ""
|
||
"Lastly, highlight the default value in the third (and final) portion of the "
|
||
"second filter equation, and type in `New`. With that in place, Odoo only "
|
||
"targets opportunities that are in the \"New\" stage of the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1
|
||
msgid ""
|
||
"A standard scenario using filters in the Odoo Marketing Automation app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:87
|
||
msgid ""
|
||
"Scenario #2: Narrow down target to event attendees who purchased a specific "
|
||
"ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:89
|
||
msgid ""
|
||
"While in *Edit mode* on a campaign template form (by clicking the "
|
||
":guilabel:`Edit` button), select the :guilabel:`Target` field, and click "
|
||
":guilabel:`Search More` from the drop-down menu. Then, scroll down (or "
|
||
"search for) :guilabel:`Event`, and select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:93
|
||
msgid ""
|
||
"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on"
|
||
" the default :guilabel:`ID` filter option in the first portion of the filter"
|
||
" equation. Doing so reveals a drop-down menu full of filter options. From "
|
||
"this drop-down, scroll down (or search for) :guilabel:`Event`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:98
|
||
msgid ""
|
||
"Click the default :guilabel:`🟰 (equal sign)` icon in the second portion of "
|
||
"the filter equation. This reveals a drop-down menu. From this drop-down "
|
||
"menu, select :guilabel:`contains`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:101
|
||
msgid ""
|
||
"In the third (and final) empty portion of the filter equation, type in the "
|
||
"name of the event(s) that Odoo should consider for this campaign filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:104
|
||
msgid ""
|
||
"Then, add another node to this filter by clicking the :guilabel:`➕ (plus "
|
||
"sign)` icon to the right of the equation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:107
|
||
msgid ""
|
||
"The second node will focus on targeting this campaign to attendees who "
|
||
"purchase a specific type of ticket to the aforementioned event(s) mentioned "
|
||
"in the first filter equation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:110
|
||
msgid ""
|
||
"To do that, select the default :guilabel:`ID` from the first portion of the "
|
||
"second filter equation, and scroll down (or search for) :guilabel:`Event "
|
||
"Ticket` from the field drop-down menu. Then, in that same drop-down menu, "
|
||
"select :guilabel:`Name`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:114
|
||
msgid ""
|
||
"Once again, click the default :guilabel:`🟰 (equal sign)` icon in the second "
|
||
"portion of the filter equation, and select :guilabel:`contains`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:117
|
||
msgid ""
|
||
"Lastly, in the third (and final) portion of the second filter equation, "
|
||
"which is blank, type in the name of the ticket type that should be used for "
|
||
"the filter. In this case, :guilabel:`Standard` is the name of the event "
|
||
"ticket type for this sample filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1
|
||
msgid "An event ticket filter in the Odoo Marketing Automation application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3
|
||
msgid "Testing/running campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5
|
||
msgid ""
|
||
"The Odoo *Marketing Automation* app allows users to test marketing campaigns"
|
||
" (and mailings) before officially running them to check for errors and "
|
||
"correct any mistakes before it reaches its target audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:10
|
||
msgid "Test campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:12
|
||
msgid ""
|
||
"To test a marketing campaign, open the :menuselection:`Marketing Automation "
|
||
"app`, and select the desired campaign to test, which reveals the campaign's "
|
||
"detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:15
|
||
msgid ""
|
||
"On the campaign detail form, make sure the campaign already has activities "
|
||
"configured in the workflow (or build a campaign by following the directions "
|
||
"on :doc:`this documentation "
|
||
"</applications/marketing/marketing_automation/getting_started/workflow_activities>`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:20
|
||
msgid ""
|
||
"Testing marketing automation campaigns is meant to be performed in the "
|
||
"production version of the database. Duplicate (or trial) databases have "
|
||
"limited email sending capabilities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:23
|
||
msgid ""
|
||
"To start a test, click the :guilabel:`Launch a Test` button at the top of "
|
||
"the campaign form, to the right of the :guilabel:`Start` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid ""
|
||
"Launch a test button on a campaign detail form in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:30
|
||
msgid "When clicked, a :guilabel:`Launch a test` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid "Launch a test pop-up window that appears in Odoo Markting Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:36
|
||
msgid ""
|
||
"In the :guilabel:`Launch a test` pop-up window, click the :guilabel:`Pick or"
|
||
" create a/an Contact to generate a Test Participant` field to reveal a drop-"
|
||
"down menu of contacts. From this drop-down menu, select an existing contact "
|
||
"(or create a new one) to run the test on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:41
|
||
msgid ""
|
||
"Only one contact can be selected from the :guilabel:`Launch a test` pop-up "
|
||
"window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:43
|
||
msgid ""
|
||
"To create a new contact directly from the :guilabel:`Launch a test` pop-up "
|
||
"window, start typing the name of the new contact in the blank field, and "
|
||
"click :guilabel:`Create and edit...`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid ""
|
||
"Typing in a new contact directly from the launch a test pop-up window in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:50
|
||
msgid ""
|
||
"Doing so reveals a blank :guilabel:`Create Record` pop-up form, in which the"
|
||
" necessary contact information (:guilabel:`Email`, :guilabel:`Mobile`, etc.)"
|
||
" *must* be entered, in order for the test to work. When the necessary "
|
||
"information is entered, click :guilabel:`Save & Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid ""
|
||
"A blank contact form from a launch test pop-up window in Odoo Marketing "
|
||
"Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:58
|
||
msgid ""
|
||
"When all the necessary fields have been entered, click :guilabel:`Save & "
|
||
"Close` to return to the :guilabel:`Launch a test` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:61
|
||
msgid ""
|
||
"Once a contact is selected, click :guilabel:`Launch` to reveal the campaign "
|
||
"test page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid "Test screen in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:67
|
||
msgid ""
|
||
"On the campaign test page, the name of the :guilabel:`Record` being tested "
|
||
"is visible, along with the precise time this test workflow was started in "
|
||
"the :guilabel:`Workflow Started On` field. Beneath that, in the "
|
||
":guilabel:`Workflow` section is the first activity (or activities) in the "
|
||
"workflow that's being tested."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:72
|
||
msgid ""
|
||
"To start a test, click the :guilabel:`Run` button, represented by a "
|
||
":guilabel:`▶️ (play button)` icon beside the first activity in the workflow."
|
||
" When clicked, the page reloads, and Odoo shows the various results (and "
|
||
"analytics) connected to that specific activity as they occur, in real-time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:77
|
||
msgid ""
|
||
"If a child activity is scheduled beneath a parent activity, that child "
|
||
"activity will be revealed slightly indented in the workflow, once that "
|
||
"parent activity has been run, via the :guilabel:`▶️ (play button)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid "Workflow test progress in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:85
|
||
msgid ""
|
||
"Once all the workflow activities are completed, the test ends, and the "
|
||
"status bar (in the upper-right corner) moves to the :guilabel:`Completed` "
|
||
"stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:88
|
||
msgid ""
|
||
"To stop a test before all the workflow activities are completed, click the "
|
||
":guilabel:`Stop` button in the upper-left corner of the campaign test page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:92
|
||
msgid "Run campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:94
|
||
msgid ""
|
||
"To run a campaign, navigate to :menuselection:`Marketing Automation app`, "
|
||
"and select the desired campaign to run."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:97
|
||
msgid ""
|
||
"On the campaign detail form, with all the desired activities ready in the "
|
||
":guilabel:`Workflow` section, click :guilabel:`Start` in the upper-left "
|
||
"corner to officially run the campaign to the configured target audience "
|
||
"specified on the campaign detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:101
|
||
msgid ""
|
||
"Clicking :guilabel:`Start` launches the campaign, and the status bar of the "
|
||
"campaign switches to :guilabel:`Running`, which is located in the upper-"
|
||
"right corner of the campaign detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid ""
|
||
"The status of a marketing campaign changing to running in the upper-right "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:109
|
||
msgid ""
|
||
"If some participants are already running on a campaign, and was stopped for "
|
||
"any reason, clicking the :guilabel:`Start` button again prompts a pop-up "
|
||
"warning. This warning advises the user to click an :guilabel:`Update` button"
|
||
" to apply any modifications made to the campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid ""
|
||
"The workflow has been modified warning pop-up window of a marketing campaign"
|
||
" form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:117
|
||
msgid ""
|
||
"Be aware that participants that had already gone through an entire campaign "
|
||
"in its original state **can** be reintroduced into the newly-modified "
|
||
"campaign, and new traces could be created for them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:121
|
||
msgid ""
|
||
"Then, as the mailings and actions are triggered in the :guilabel:`Workflow`,"
|
||
" the various stats and data related to each activity appear in each activity"
|
||
" block. There is also a series of stat-related smart buttons that appear at "
|
||
"the top of the campaign detail form, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:125
|
||
msgid ""
|
||
"These analytical smart buttons will *also* populate with real-time data as "
|
||
"the campaign progresses: :guilabel:`Templates`, :guilabel:`Clicks`, "
|
||
":guilabel:`Tests`, :guilabel:`Participants`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid ""
|
||
"The row of smart buttons that appear in a currently running marketing "
|
||
"campaign in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:133
|
||
msgid "Stop campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:135
|
||
msgid ""
|
||
"To stop a campaign that's currently running, navigate to the "
|
||
":menuselection:`Marketing Automation app`, and select the desired campaign "
|
||
"to stop. On the campaign detail form, click the :guilabel:`Stop` button in "
|
||
"the upper-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid ""
|
||
"The stop button on a typical campaign detail form in Odoo Marketing "
|
||
"Automation application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:143
|
||
msgid ""
|
||
"When clicked, the campaign is officially stopped, and the status changes to "
|
||
":guilabel:`Stopped` in the upper-right corner of the campaign detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
||
msgid ""
|
||
"Marketing campaign's stopped status on a campaign detail form in Odoo "
|
||
"Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:151
|
||
msgid ":doc:`first_campaign`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:152
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:188
|
||
msgid ":doc:`target_audience`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3
|
||
msgid "Campaign workflow activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5
|
||
msgid ""
|
||
"When creating a marketing campaign in the *Marketing Automation* app, users "
|
||
"can plan marketing activities that can be triggered when certain actions or "
|
||
"inactions occur. These can be activities such as, automated emails, SMS, or "
|
||
"internal server actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10
|
||
msgid "Add workflow activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:12
|
||
msgid ""
|
||
"To add workflow activities to a marketing campaign, navigate to the bottom "
|
||
"of a pre-existing or new campaign detail form, beneath the target audience "
|
||
"configuration fields, and click :guilabel:`Add new activity`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:16
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Create Activities` pop-up window. This pop-up "
|
||
"window is a blank activity template, where specific parameters can be set "
|
||
"for that particular activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"A workflow activity template pop-up window in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:23
|
||
msgid ""
|
||
"First, enter a name for the activity in the :guilabel:`Activity Name` field."
|
||
" Then, proceed to configure the following options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:26
|
||
msgid ""
|
||
"Once ready, either click: :guilabel:`Save & Close` to save the activity and "
|
||
"close the pop-up form, :guilabel:`Save & New` to save the activity and "
|
||
"instantly create an additional activity on a fresh :guilabel:`Create "
|
||
"Activities` pop-up form, or :guilabel:`Discard` to delete the activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:31
|
||
msgid "Activity types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:33
|
||
msgid ""
|
||
"Then, select the :guilabel:`Activity Type`. Choose between "
|
||
":guilabel:`Email`, :guilabel:`Server Action` (an internal action within the "
|
||
"database), or :guilabel:`SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36
|
||
msgid ""
|
||
"The field below the :guilabel:`Activity Type` changes, depending on the "
|
||
"chosen :guilabel:`Activity Type`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40
|
||
msgid "Email activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:42
|
||
msgid ""
|
||
"If :guilabel:`Email` is the :guilabel:`Activity Type`, the option to choose "
|
||
"a premade/pre-configured :guilabel:`Mail Template` becomes available. A mail"
|
||
" template can also be created on-the-fly, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:46
|
||
msgid ""
|
||
"To create a new template directly from the :guilabel:`Mail Template` field, "
|
||
"start typing the title of the new template into the blank field beside "
|
||
":guilabel:`Mail Template`, and select :guilabel:`Create and edit...` to "
|
||
"reveal a :guilabel:`Create Marketing Template` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"The create and edit email drop-down option on create activities pop-up "
|
||
"window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:54
|
||
msgid ""
|
||
"In that pop-up window, proceed to create and configure the new email "
|
||
"template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"The create marketing template email pop-up window in Odoo Marketing "
|
||
"Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61
|
||
msgid "Server action activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:63
|
||
msgid ""
|
||
"If :guilabel:`Server Action` is the :guilabel:`Activity Type`, the option to"
|
||
" choose a specific :guilabel:`Server Action` (e.g. Message for sales person,"
|
||
" Create Leads on Website clicks, etc.) becomes available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:67
|
||
msgid ""
|
||
"The option to create a new server action directly from the :guilabel:`Server"
|
||
" Action` is also available. To do that, type in the name of the new action, "
|
||
"then click :guilabel:`Create and Edit...` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"The create and edit option in the server action field on campaign detail "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75
|
||
msgid ""
|
||
"Or, as an alternative, click the empty :guilabel:`Server Action` field to "
|
||
"reveal a drop-down menu, and select :guilabel:`Search More...` to reveal a "
|
||
":guilabel:`Search: Server Action` pop-up window, containing all the pre-"
|
||
"configured server action options to choose from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79
|
||
msgid ""
|
||
"To create a new server action from this pop-up window, and click "
|
||
":guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"The new button found on a server action pop-up in Odoo marketing automation "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:85
|
||
msgid ""
|
||
"Either option reveals a blank :guilabel:`Create Server Action` pop-up, "
|
||
"wherein a custom server action can be created and configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:89
|
||
msgid "SMS activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:91
|
||
msgid ""
|
||
"If :guilabel:`SMS` is the :guilabel:`Activity Type`, the option to choose a "
|
||
"premade/pre-configured :guilabel:`SMS Template` becomes available. A SMS "
|
||
"template can also be created on-the-fly directly from this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:95
|
||
msgid ""
|
||
"To create a new template directly from the :guilabel:`SMS Template` field, "
|
||
"start typing the title of the new template into the blank field beside "
|
||
":guilabel:`SMS Template`, and select :guilabel:`Create and edit...` from the"
|
||
" drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:103
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Create Marketing Template` pop-up window. In "
|
||
"that pop-up window, proceed to create and configure the new SMS template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"The create marketing template pop-up window to create a SMS template on-the-"
|
||
"fly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:111
|
||
msgid "Trigger"
|
||
msgstr "הפעלה"
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:113
|
||
msgid ""
|
||
"The :guilabel:`Trigger` field on the :guilabel:`Create Activities` pop-up "
|
||
"form allows users to choose when the designated workflow activity should be "
|
||
"triggered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:116
|
||
msgid ""
|
||
"Start by selecting a number in the top field. In the next "
|
||
":guilabel:`Trigger` field, designate if it should be :guilabel:`Hours`, "
|
||
":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, click the "
|
||
"final field, where it reads :guilabel:`beginning of the workflow` be default"
|
||
" to reveal a a drop-down menu of other trigger options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"A list of the trigger options available on the workflow activities pop-up "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:125
|
||
msgid "The trigger options are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:127
|
||
msgid ""
|
||
":guilabel:`beginning of the workflow`: the activity will be triggered at the"
|
||
" previously-configured time after the beginning of the entire workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:129
|
||
msgid ""
|
||
":guilabel:`another activity`: the activity will be triggered at the "
|
||
"previously-configured time after another specific activity in the workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:131
|
||
msgid ""
|
||
":guilabel:`Mail:opened`: the activity will be triggered at the previously-"
|
||
"configured time if the sent mail in the workflow has been opened by the "
|
||
"recipient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:133
|
||
msgid ""
|
||
":guilabel:`Mail:not opened`: the activity will be triggered at the "
|
||
"previously-configured time if the sent mail in the workflow has not been "
|
||
"opened by the recipient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:135
|
||
msgid ""
|
||
":guilabel:`Mail: replied`: the activity will be triggered at the previously-"
|
||
"configured time if the sent mail in the workflow has been replied to by the "
|
||
"recipient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:137
|
||
msgid ""
|
||
":guilabel:`Mail: not replied`: the activity will be triggered at the "
|
||
"previously-configured time if the sent mail in the workflow has not been "
|
||
"replied to by the recipient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:139
|
||
msgid ""
|
||
":guilabel:`Mail: clicked`: the activity will be triggered at the previously-"
|
||
"configured time if the sent mail in the workflow has been clicked by the "
|
||
"recipient, after it's been opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:141
|
||
msgid ""
|
||
":guilabel:`Mail: not clicked`: the activity will be triggered at the "
|
||
"previously-configured time if the sent mail in the workflow has not been "
|
||
"clicked by the recipient, after it's been opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:143
|
||
msgid ""
|
||
":guilabel:`Mail: bounced`: the activity will be triggered at the previously-"
|
||
"configured time if the sent mail in the workflow has been bounced back for "
|
||
"any reason."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:145
|
||
msgid ""
|
||
":guilabel:`SMS: clicked`: the activity will be triggered at the previously-"
|
||
"configured time if the sent SMS in the workflow has been clicked by the "
|
||
"recipient, after it's been opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:147
|
||
msgid ""
|
||
":guilabel:`SMS: not clicked`: the activity will be triggered at the "
|
||
"previously-configured time if the sent SMS in the workflow has not been "
|
||
"clicked by the recipient, after it's been opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:149
|
||
msgid ""
|
||
":guilabel:`SMS: bounced`: the activity will be triggered at the previously-"
|
||
"configured time if the sent SMS in the workflow has been bounced back for "
|
||
"any reason."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:153
|
||
msgid "Expiry duration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:155
|
||
msgid ""
|
||
"Next, on the :guilabel:`Create Activities` pop-up form is the "
|
||
":guilabel:`Expiry Duration` option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:157
|
||
msgid ""
|
||
"The :guilabel:`Expiry Duration` checkbox provides the option to configure "
|
||
"the activity to stop the actions after a specific amount of time (after the "
|
||
"scheduled date)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:160
|
||
msgid ""
|
||
"When selected, a :guilabel:`Cancel after` field appears, in which the number"
|
||
" of :guilabel:`Hours, Days, Weeks, or Months` can be configured for the "
|
||
"actions to cease after the initial date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"A list of the expiry duration options available on the workflow activities "
|
||
"pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:168
|
||
msgid "Activity and applied filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:170
|
||
msgid ""
|
||
"Moving down into the :guilabel:`Domain` section of the :guilabel:`Create "
|
||
"Activities` pop-up form, there is the :guilabel:`Activity Filter` and "
|
||
":guilabel:`Applied Filter` fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:173
|
||
msgid ""
|
||
"The :guilabel:`Activity Filter` field provides the option to configure a "
|
||
"recipient filter domain that applies to this activity *and* its child "
|
||
"activities. In works in the same fashion as a typical target audience "
|
||
"filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:177
|
||
msgid ""
|
||
"To add an activity filter, click :guilabel:`Add condition` in the "
|
||
":guilabel:`Activity Filter` field and proceed to configure a custom activity"
|
||
" filter equation rule(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"How to add an activity filter to a workflow activity in Odoo Marketing "
|
||
"Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:184
|
||
msgid ""
|
||
"This option is not a required field. If left alone, the activity applies to "
|
||
"all records related to the target audience of the overall campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:190
|
||
msgid ""
|
||
"The :guilabel:`Applied Filter` field is non-configurable. It's simply a "
|
||
"summary of when the activity will be performed, *only* if it satisfies the "
|
||
"specified domain (e.g. the rules configured in the :guilabel:`Activity "
|
||
"Filter` field)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:195
|
||
msgid ""
|
||
"After the activity's settings are fully configured, click :guilabel:`Save & "
|
||
"Close` to save the activity and return to the marketing automation campaign "
|
||
"form, :guilabel:`Save & New` to save the activity and immediately create "
|
||
"another one in a fresh :guilabel:`Create Activities` pop-up window, or "
|
||
":guilabel:`Discard` to delete the activity and return to the marketing "
|
||
"automation campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:202
|
||
msgid "Workflow activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:204
|
||
msgid ""
|
||
"Once an activity is created and saved, it appears as an activity card in the"
|
||
" :guilabel:`Workflow` section, located at the bottom of the marketing "
|
||
"automation campaign form. The analytics related to each activity is "
|
||
"displayed as a line graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid "Typical workflow activity in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:212
|
||
msgid ""
|
||
"The configured :guilabel:`Trigger` time for that activity can be found to "
|
||
"the left of the :guilabel:`Workflow Activity` card in the "
|
||
":guilabel:`Workflow` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:215
|
||
msgid ""
|
||
"Once the activity has been triggered, a figure representing the number of "
|
||
":guilabel:`Success` or :guilabel:`Rejected` activities will be displayed to "
|
||
"the right of the graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:219
|
||
msgid ""
|
||
"If the :guilabel:`Activity Type` of the activity is set to :guilabel:`Email`"
|
||
" or :guilabel:`SMS`, there are more in-depth analytics beneath the activity "
|
||
"graph data, detailing how many messages have been :guilabel:`Sent`, and what"
|
||
" percentage of those have been :guilabel:`Clicked`, :guilabel:`Replied` to, "
|
||
"or :guilabel:`Bounced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:225
|
||
msgid "Child activities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:227
|
||
msgid ""
|
||
"There is also the option to add a *child activity* by clicking "
|
||
":guilabel:`Add child activity`, located at the bottom of each activity block"
|
||
" in the :guilabel:`Workflow` section of a marketing campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:231
|
||
msgid ""
|
||
"Child activities are sub-activities that are connected to and triggered by "
|
||
"the activity above it, which is known as its *parent activity*. A child "
|
||
"activity is easy to recognize, as its slightly indented beneath its parent "
|
||
"activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid "A typical child activity indented beneath its parent activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:239
|
||
msgid ""
|
||
"Odoo provides a number of triggering options to launch a child activity - "
|
||
"all of which depend on the trigger configurations related to its parent "
|
||
"activity. Under the desired parent activity, hover over :guilabel:`Add child"
|
||
" activity`, to reveal a menu of child activity trigger options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
||
msgid ""
|
||
"The various child activity trigger options in the workflow section of a "
|
||
"campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:247
|
||
msgid "Select any of the following child activity triggers:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:249
|
||
msgid ":guilabel:`Add Another Activity`: instantly adds another activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:250
|
||
msgid ""
|
||
":guilabel:`Opened`: the next activity will be triggered if the recipient "
|
||
"opens the mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:251
|
||
msgid ""
|
||
":guilabel:`Not Opened`: the next activity will be triggered if the recipient"
|
||
" does not open the mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:253
|
||
msgid ""
|
||
":guilabel:`Replied`: the next activity will be triggered if the recipient "
|
||
"replies to the mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:254
|
||
msgid ""
|
||
":guilabel:`Not Replied`: the next activity will be triggered if the "
|
||
"recipient does not reply to the mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:256
|
||
msgid ""
|
||
":guilabel:`Clicked`: the next activity will be triggered if the recipient "
|
||
"clicks on a link included in the mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:258
|
||
msgid ""
|
||
":guilabel:`Not Clicked`: the next activity will be triggered if the "
|
||
"recipient does not click on a link included in the mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:260
|
||
msgid ""
|
||
":guilabel:`Bounced`: the next activity will be triggered if the mailing is "
|
||
"bounced (not sent)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:262
|
||
msgid ""
|
||
"Once a trigger is selected, the user can configure the child activity the "
|
||
"same way they would for a regular workflow activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing.rst:8
|
||
msgid "SMS Marketing"
|
||
msgstr "שיווק ב SMS"
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials.rst:5
|
||
#: ../../content/applications/marketing/social_marketing/essentials.rst:5
|
||
msgid "Essentials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:3
|
||
msgid "Mailing lists and blacklists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:5
|
||
msgid ""
|
||
"Creating or importing mailing lists in Odoo is very useful when curating "
|
||
"content to specific groups of people that already share similar demographics"
|
||
" or interests. Mailing lists are also a great way to get started if a "
|
||
"company is migrating from another system, and already has a established "
|
||
"audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:10
|
||
msgid ""
|
||
"Moreover, providing an audience with the option to 'unsubscribe' from "
|
||
"mailings, helps businesses maintain good customer relations, by giving "
|
||
"recipients the power to control what they are (and aren't) sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:17
|
||
msgid ""
|
||
"In the :guilabel:`SMS Marketing` app, there's an option on the header menu "
|
||
"called :guilabel:`Mailing Lists`. When clicked, a sub-menu is revealed with "
|
||
"options for :guilabel:`Mailing Lists` and :guilabel:`Mailing List Contacts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:21
|
||
msgid ""
|
||
"Click :menuselection:`Mailing Lists --> Mailing Lists` to see an overview of"
|
||
" all mailing lists in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1
|
||
msgid ""
|
||
"View of the main SMS mailing list page on the Odoo SMS Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:28
|
||
msgid ""
|
||
"To edit any existing list, select the desired list from the "
|
||
":guilabel:`Mailing Lists` page, and proceed to modify it in a number of "
|
||
"ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:31
|
||
msgid ""
|
||
"To create a new mailing list, click :guilabel:`Create` in the upper left "
|
||
"corner of the :guilabel:`Mailing Lists` page. Doing so, will reveal a blank "
|
||
"mailing list template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1
|
||
msgid "View of the mailing list pop-up window in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:38
|
||
msgid ""
|
||
"First, choose a name for the :guilabel:`Mailing List`, and activate the "
|
||
"option :guilabel:`Is Public`, to make the mailing list accessible to "
|
||
"recipients on the :guilabel:`Subscription Management page`. Doing so allows "
|
||
"users to update their subscription preferences at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:43
|
||
msgid ""
|
||
"Checking the :guilabel:`Is Public` box is not required, but is recommended "
|
||
"to maintain good customer relations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:46
|
||
msgid ""
|
||
"When those fields are filled in, click :guilabel:`Create` to finalize the "
|
||
"form. Then on the main :guilabel:`Mailing Lists` dashboard, the new mailing "
|
||
"list that was just created will be accessible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:49
|
||
msgid ""
|
||
"To edit or customize the mailing list further, select the mailing list from "
|
||
"the main :guilabel:`Mailing Lists` page to reveal the mailing list detail "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:52
|
||
msgid ""
|
||
"Along the top of the mailing list detail form, there are various analytical "
|
||
"smart buttons displaying statistics for different metrics related to the "
|
||
"mailing list (e.g. :guilabel:`Recipients`, :guilabel:`Mailings`, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:56
|
||
msgid ""
|
||
"To review or edit any of those elements, click the desired smart button to "
|
||
"reveal a separate page with in-depth data associated with the mailing list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:59
|
||
msgid ""
|
||
"To make changes to the mailing list itself, click the :guilabel:`Edit` "
|
||
"button in the upper-left corner of the mailing list detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1
|
||
msgid "View of the mailing list template form in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:67
|
||
msgid ""
|
||
"Don't forget to hit the :guilabel:`Save` button once changes have been made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:70
|
||
msgid "Mailing lists contacts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:72
|
||
msgid ""
|
||
"Access contacts information from one or more mailing lists navigate to "
|
||
":menuselection:`Mailing Lists --> Mailing List Contacts` to reveal a "
|
||
"dashboard with with all the contacts associated with one or more of the "
|
||
"configured mailing lists in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1
|
||
msgid ""
|
||
"View of the mailing lists contact page in the Odoo SMS Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:81
|
||
msgid ""
|
||
"By default, Odoo reveals the :guilabel:`Mailing List Contacts` page with the"
|
||
" :guilabel:`Exclude Blacklisted Phone` filter in the search bar. Therefore "
|
||
"only showing contact information for recipients who still want to receive "
|
||
"communications and mailings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:86
|
||
msgid "Communication history in the Chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:88
|
||
msgid ""
|
||
"An accessible record of every sent mailing(s) is kept on each recipient's "
|
||
"*chatter* section, located beneath a recipient's contact form (in the "
|
||
"*Contacts* application)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:91
|
||
msgid ""
|
||
"Database users can reference the chatter to easily keep track of "
|
||
"communications, and see a history of interactions with contacts and "
|
||
"prospects."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:94
|
||
msgid ""
|
||
"For example, sales representatives can use the chatter to quickly find out "
|
||
"which :abbr:`SMS (Short Message Service)` mailing promotions a certain "
|
||
"customer has received (or not received)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1
|
||
msgid "View of what the chatter looks like in the Odoo Contacts app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:104
|
||
msgid ""
|
||
"Odoo *SMS Marketing* has a :guilabel:`Blacklist` feature that provides "
|
||
"recipients with the power to add their phone number to a list of people who "
|
||
"no longer want to receieve communications or mailings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:108
|
||
msgid ""
|
||
"This is also known as the unsubscribe process: customers will automatically "
|
||
"be added onto a *blacklist*, if they click :guilabel:`Unsubscribe`, via "
|
||
"their :guilabel:`Subscription Management` page. Customers can also be added "
|
||
"manually to the blacklist, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:112
|
||
msgid ""
|
||
"To see a complete collection of blacklisted numbers, navigate to the "
|
||
":menuselection:`SMS Marketing app --> Configuration --> Blacklisted Phone "
|
||
"Numbers` to reveal a dashboard containing every blacklisted phone number in "
|
||
"the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1
|
||
msgid "SMS Blacklist menu in the application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:120
|
||
msgid ""
|
||
"To manually add a number to a blacklist, click the :guilabel:`Create` button"
|
||
" in the upper-left corner of the dashboard and enter the phone number on the"
|
||
" next page's form. There's also a checkbox to indicate whether that "
|
||
"particular phone numnber is :guilabel:`Active` (or not)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:128
|
||
msgid ""
|
||
"Once the form is completed, click :guilabel:`Save` to add it to the "
|
||
":guilabel:`Blacklisted Phone Numbers` list. To remove any number from the "
|
||
"blacklist, select the desired number on the dashboard, and then, on the "
|
||
"phone number's form, click :guilabel:`Unblacklist`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:133
|
||
msgid "Importing blacklists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:135
|
||
msgid ""
|
||
"During a software/platform migration, it is possible to import an already "
|
||
"existing blacklist of contacts. This would include customers, who have "
|
||
"already asked to be blacklisted` on :abbr:`SMS (Short Message Service)` "
|
||
"mailings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:139
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`SMS Marketing app --> Configuration "
|
||
"--> Blacklisted Phone Numbers`, and then select the :guilabel:`Favorites` "
|
||
"drop-down menu (beneath the search bar), and click :guilabel:`Import "
|
||
"records`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1
|
||
msgid "View of how to import a blacklist in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:3
|
||
msgid "SMS campaign settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:5
|
||
msgid ""
|
||
"Utilizing :abbr:`SMS (Short Message Service)` campaigns with Odoo *SMS "
|
||
"Marketing* isn't just an effective advertisement strategy, it's also a great"
|
||
" way to remind people about upcoming events, issued invoices, and so much "
|
||
"more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:9
|
||
msgid ""
|
||
"But, before :abbr:`SMS (Short Message Service)` campaigns can be created "
|
||
"(and sent), a few specific settings and features must be enabled first."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:13
|
||
msgid "SMS campaign setting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:15
|
||
msgid ""
|
||
"To enable :abbr:`SMS (Short Message Service)` campaigns in Odoo, make sure "
|
||
"the *Mailing Campaigns* feature is activated by going to "
|
||
":menuselection:`Email Marketing --> Configuration --> Settings`, and then "
|
||
"enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1
|
||
msgid "View of the mailing campaigns setting in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:24
|
||
msgid ""
|
||
"Activating the *Mailing Campaigns* feature in the *General Settings* also "
|
||
"enables the *A/B Test* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:27
|
||
msgid ""
|
||
"Once the setting is enabled, navigate back to the :menuselection:`SMS "
|
||
"Marketing` app, and notice the :guilabel:`Campaigns` header menu is now "
|
||
"available for use. Similarly, the :guilabel:`A/B Test` tab is now also "
|
||
"available on every :abbr:`SMS (Short Message Service)` template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:32
|
||
msgid "A/B tests"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:34
|
||
msgid ""
|
||
":guilabel:`A/B Tests` allows any :abbr:`SMS (Short Message Service)` "
|
||
"mailings to be tested against other versions within the same campaign, in "
|
||
"order to compare which version is the most successful in producing "
|
||
"engagement and/or conversion outcomes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:38
|
||
msgid ""
|
||
"On an :abbr:`SMS (Short Message Service)` template form, under the "
|
||
":guilabel:`A/B Tests` tab, initially, there's only a single checkbox "
|
||
"labeled: :guilabel:`Allow A/B Testing.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:41
|
||
msgid "When clicked, a series of other options appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1
|
||
msgid ""
|
||
"The A/B Test tab is located on an Odoo SMS Marketing app campaign form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:47
|
||
msgid ""
|
||
"In the first field, enter a desired percentage of recipients to conduct the "
|
||
"A/B Test on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:49
|
||
msgid ""
|
||
"Beneath the percentage field is the :guilabel:`Winner Selection` field. This"
|
||
" is what Odoo will use to determine the successful result of an A/B Test. In"
|
||
" other words, this tells Odoo how to pick a winning A/B test."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:53
|
||
msgid ""
|
||
"The following sections are available: :guilabel:`Manual`, :guilabel:`Highest"
|
||
" Click Rate`, :guilabel:`Leads`, :guilabel:`Quotations`, or "
|
||
":guilabel:`Revenues`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:56
|
||
msgid ""
|
||
"Finally, the :guilabel:`Send Final On` field is listed. This represents the "
|
||
"date-time that Odoo uses as a deadline to determine the winning mailing "
|
||
"variation. Then, Odoo sends that winning mailing variation to the remaining "
|
||
"recipients, who weren't involved in the test, at that prior date and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:62
|
||
msgid ""
|
||
"Quickly create different versions of the mailing to add to the A/B Test by "
|
||
"clicking the :guilabel:`Create an Alternate Version` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:66
|
||
msgid ""
|
||
"Remember, the winning mailing variation is based on the criteria selected in"
|
||
" the :guilabel:`Winner Selection` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:70
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:15
|
||
msgid "Campaigns page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:72
|
||
msgid ""
|
||
"To create, edit, or analyze any campaign, click :menuselection:`Campaigns` "
|
||
"in the header menu of the :guilabel:`SMS Marketing` app. On the "
|
||
":guilabel:`Campaigns` page, each campaign displays various information "
|
||
"related to the mailings associated with that campaign (e.g. number of "
|
||
"emails, social posts, SMSs, and push notifications)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1
|
||
msgid ""
|
||
"Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, "
|
||
"separated by stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82
|
||
msgid "Campaign templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:84
|
||
msgid ""
|
||
"Click :guilabel:`Create` to create a new campaign, and Odoo reveals a blank "
|
||
"campaign template form to fill out. Alternatively, select any previously-"
|
||
"made campaign in order to duplicate, review, or edit its campaign template "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1
|
||
msgid "View of an SMS campaign template in Odoo SMS marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:92
|
||
msgid ""
|
||
"With each campaign, the options to :guilabel:`Send New Mailing`, "
|
||
":guilabel:`Send SMS`, :guilabel:`Send Social Post`, and :guilabel:`Push "
|
||
"Notifications` are available above the template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:96
|
||
msgid ""
|
||
"Whenever one of those communication options is added to the campaign, Odoo "
|
||
"will create a new corresponding tab on the template form, where those types "
|
||
"of messages can be reviewed or edited, along with various data sets related "
|
||
"to each specific mailing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:100
|
||
msgid ""
|
||
"At the top of the template, there are various analytical smart buttons. When"
|
||
" clicked, Odoo reveals in-depth metrics related to that specific topic (e.g."
|
||
" :guilabel:`Engagement`, :guilabel:`Opportunities`, etc.) on a separate "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:104
|
||
msgid ""
|
||
"Beneath the smart buttons, are fields for :guilabel:`Campaign Name` and "
|
||
":guilabel:`Responsible`. Odoo also allows for various :guilabel:`Tags` to be"
|
||
" added, as well (if necessary)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:108
|
||
msgid "Sending SMSs through the Contacts app"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:110
|
||
msgid ""
|
||
"Sending :abbr:`SMS (Short Message Service)` mailings directly through a "
|
||
"contact's form is available by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:113
|
||
msgid ""
|
||
"In order to send an :abbr:`SMS (Short Message Service)` in this fashion, "
|
||
"navigate to the :menuselection:`Contacts` app, select the desired contact in"
|
||
" the database, and click on the :guilabel:`SMS` icon on the contact form "
|
||
"(next to the :guilabel:`Phone Number` field)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1
|
||
msgid ""
|
||
"The SMS icon is located on an individual's contact form in Odoo Contacts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:121
|
||
msgid ""
|
||
"To send a message to multiple contacts at once, navigate to the main "
|
||
":menuselection:`Contacts` app main dashboard, choose the :guilabel:`List "
|
||
"View`, and select all the desired contacts to whom the message should be "
|
||
"sent. Then, under :guilabel:`Action`, select :guilabel:`Send SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1
|
||
msgid ""
|
||
"Select a number of contacts, click action, and select send multiple SMSs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:130
|
||
msgid "Set up SMS templates for future use"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:132
|
||
msgid ""
|
||
"In order to set up :guilabel:`SMS Templates` for future use, activate "
|
||
":ref:`developer mode <developer-mode>`, by navigating to the main Odoo "
|
||
"dashboard that is full of apps, and select the :menuselection:`Settings "
|
||
"app`. Then, scroll down to the :guilabel:`Developer Tools` section, and "
|
||
"click :guilabel:`Activate the Developer Mode`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:137
|
||
msgid ""
|
||
"Once *developer mode* is activated, the main Odoo dashboard appears once "
|
||
"more, with a now-visible bug icon, which is located at the top-right corner "
|
||
"of the dashboard; this bug icon indicates that developer mode is currently "
|
||
"active."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:141
|
||
msgid ""
|
||
"Next return to the :menuselection:`Settings app` and, in the now-visible "
|
||
"header menus at the top, choose :menuselection:`Technical --> SMS Templates`"
|
||
" to begin setting up :abbr:`SMS (Short Message Service)` templates for "
|
||
"future marketing campaigns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1
|
||
msgid ""
|
||
"Select the SMS Template option in the Technical dropdown on the Settings "
|
||
"app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:149
|
||
msgid ""
|
||
"Inside of the :guilabel:`SMS Templates` dashboard, Odoo reveals an entire "
|
||
"page of :abbr:`SMS (Short Message Service)` templates. The default "
|
||
":guilabel:`List` view showcases each template's name, and to which "
|
||
"recipients it applies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:153
|
||
msgid ""
|
||
"On this page, :abbr:`SMS (Short Message Service)` templates can be edited or"
|
||
" created from scratch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1
|
||
msgid ""
|
||
"The SMS Templates page in Odoo is available after enabling developer mode in the General\n"
|
||
"Settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:3
|
||
msgid "SMS essentials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:5
|
||
msgid ""
|
||
"Utilizing :abbr:`SMS (Short Message Service)` outreach in communication "
|
||
"strategies can help companies expand their market reach, especially in some "
|
||
"countries, where emails might not be very common, or even used at all."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:9
|
||
msgid ""
|
||
"Odoo's *SMS Marketing* application can also help boost conversion rates "
|
||
"around valuable actions, such as event registrations, free trials, "
|
||
"purchases, etc., since text and mobile-based marketing channels typically "
|
||
"yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through"
|
||
" rate)` outcomes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:15
|
||
msgid "SMS marketing dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:17
|
||
msgid ""
|
||
"When the application is opened, Odoo displays the main :guilabel:`SMS "
|
||
"Marketing` dashboard, which showcases the various SMS mailings that have "
|
||
"been created, along with pertinent information and data related to that "
|
||
"specific message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:21
|
||
msgid ""
|
||
"The :guilabel:`Kanban` view is the default Odoo uses when the application is"
|
||
" opened, which provides an organized display of the SMS mailings that have "
|
||
"been created, and what their current status is at the moment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:26
|
||
msgid ""
|
||
"An :abbr:`SMS (Short Message Service)` mailing can have one of the following"
|
||
" statuses: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or "
|
||
":guilabel:`Sent`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:29
|
||
msgid ""
|
||
"In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, "
|
||
"there are a few different view options to choose from. Each one provides a "
|
||
"unique take on the same SMS information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:32
|
||
msgid ""
|
||
"The :guilabel:`List` view provides the same useful data related to SMS "
|
||
"mailings, but in a more traditional list layout."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:35
|
||
msgid ""
|
||
"The :guilabel:`Calendar` view provides a simple calendar, making it easy to "
|
||
"see when SMS mailings are going to be sent (or have been sent). If a future "
|
||
"date is clicked, Odoo reveals a blank SMS template that, when completed, "
|
||
"will be scheduled to be sent on that specific future date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:39
|
||
msgid ""
|
||
"Lastly, the :guilabel:`Graph` view visualizes that same SMS-related data in "
|
||
"series of graphs and charts. Odoo also provides various ways to sort and "
|
||
"group the data for more detailed analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:43
|
||
msgid "Create SMS messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:45
|
||
msgid ""
|
||
"To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` "
|
||
"dashboard, and Odoo reveals a blank SMS template form, which can be "
|
||
"configured in a number of different ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1
|
||
msgid "Creating an SMS marketing template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:52
|
||
msgid ""
|
||
"First, give the mailing a :guilabel:`Subject`, which describes what the "
|
||
"mailing is about."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:54
|
||
msgid ""
|
||
"Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS "
|
||
"(Short Message Service)` will be sent. By default, Odoo has "
|
||
":guilabel:`Mailing List` selected. If this is the desired "
|
||
":guilabel:`Recipients` field option, specify which mailing list Odoo should "
|
||
"send this :abbr:`SMS (Short Message Service)` to in the :guilabel:`Select "
|
||
"Mailing List` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:60
|
||
msgid ""
|
||
"To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> "
|
||
"Mailing List`. There, Odoo displays all previously created mailing lists, "
|
||
"along with various types of data related to that specific list (e.g. number "
|
||
"of contacts, mailings, recipients, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:64
|
||
msgid ""
|
||
"To learn more about mailing lists and contacts, check out "
|
||
":doc:`mailing_lists_blacklists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1
|
||
msgid "View of the mailing list page in the SMS marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:70
|
||
msgid ""
|
||
"To reveal all the possible options in the :guilabel:`Recipients` field, "
|
||
"click the field to see all the choices Odoo makes available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:73
|
||
msgid ""
|
||
"When another field (other than :guilabel:`Mailing List`) is selected, the "
|
||
"option to specify that chosen field even further becomes available — either "
|
||
"with a default recipient filter equation that appears automatically (which "
|
||
"can be customized to fit any business need), or, if no default recipient "
|
||
"filter equation is present, an :guilabel:`Add Filter` button will appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:78
|
||
msgid ""
|
||
"Clicking the :guilabel:`Add Filter` button, reveals fully customizable "
|
||
"domain rule fields, which can be configured similar to an equation. You can "
|
||
"create multiple recipient rules, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:81
|
||
msgid ""
|
||
"Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to "
|
||
"recipients who fit into whatever criteria is configured in those fields. "
|
||
"Multiple rules can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:85
|
||
msgid ""
|
||
"If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo "
|
||
"database (vendors, customers, etc.) will receive the :abbr:`SMS (Short "
|
||
"Message Service)`, by default — unless more specific recipient rules are "
|
||
"entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:89
|
||
msgid ""
|
||
"For instance, the message below will only be sent to contacts in the "
|
||
"database that are located in the United States (e.g. `Country` > `Country "
|
||
"Name` equals `United States`), and they haven't blacklisted themselves from "
|
||
"any mailings (e.g. `Blacklist` > `is` > `not set`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:0
|
||
msgid "Contact recipients on SMS marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:98
|
||
msgid "Writing SMS messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:100
|
||
msgid ""
|
||
"Enter the content of the :abbr:`SMS (Short Message Service)` in the text "
|
||
"field, found in the :guilabel:`SMS Content` tab. Links and emojis can also "
|
||
"be included. Beneath the text field, Odoo displays how many characters are "
|
||
"used in the message, along with how many :abbr:`SMS (Short Message Service)`"
|
||
" mailings it will take to deliver the complete message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:106
|
||
msgid ""
|
||
"To check the price of sending an :abbr:`SMS (Short Message Service)` for a "
|
||
"country, click on the :guilabel:`Information` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1
|
||
msgid "SMS price check icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:114
|
||
msgid ""
|
||
"Credits must be purchased from Odoo in order to take advantage of the *SMS "
|
||
"Marketing* app; :abbr:`SMS (Short Message Service)` messages will not be "
|
||
"sent without credits."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:118
|
||
msgid "`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:121
|
||
msgid "Track links used in SMS messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:123
|
||
msgid ""
|
||
"When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo "
|
||
"automatically generates link trackers to gather analytical data and metrics "
|
||
"related to those specific links, which can be found by going to "
|
||
":menuselection:`Configuration --> Link Tracker`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1
|
||
msgid "SMS Link Tracker page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:132
|
||
msgid "Adjust SMS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:134
|
||
msgid ""
|
||
"Under the :guilabel:`Settings` tab of the SMS template, there is an option "
|
||
"to :guilabel:`Include opt-out link`. If activated, the recipient is able to "
|
||
"unsubscribe from the mailing list, thus avoiding all future mailings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:138
|
||
msgid ""
|
||
"An employee can be designated as the :guilabel:`Responsible` in the "
|
||
":guilabel:`Tracking` section of the :guilabel:`Settings` tab, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1
|
||
msgid "SMS Settings tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:146
|
||
msgid "Send SMS messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:148
|
||
msgid ""
|
||
"Once a mailing is created, choose when Odoo should deliver the message from "
|
||
"the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:150
|
||
msgid ""
|
||
":guilabel:`Send`: sends the message immediately. Consider using this option "
|
||
"if the recipient list is highly refined, or in cases that involve fast "
|
||
"approaching deadlines, such as a \"flash sale.\""
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:152
|
||
msgid ""
|
||
":guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. "
|
||
"This is typically the best option for mailings related to a specific event. "
|
||
"Such a method can also be used to promote a limited-time offer, or to help "
|
||
"plan a company's content strategy in advance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:155
|
||
msgid ""
|
||
":guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be "
|
||
"sent to one or multiple numbers for test purposes. Remember to use a comma "
|
||
"between phone numbers if multiple numbers are used as recipients."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:160
|
||
msgid "Visualize reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:162
|
||
msgid ""
|
||
"On the :guilabel:`Reporting` page (accessible via the "
|
||
":menuselection:`Reporting` option in the header menu), there are options to "
|
||
"apply different combinations of :guilabel:`Filters` and :guilabel:`Measures`"
|
||
" to view metrics in a number of different layouts (e.g. :guilabel:`Graph`, "
|
||
":guilabel:`List`, and :guilabel:`Cohort` views.)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:167
|
||
msgid ""
|
||
"Each :guilabel:`Reporting` metric view option allows for more extensive "
|
||
"performance analysis of :abbr:`SMS (Short Message Service)` mailings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:170
|
||
msgid ""
|
||
"For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short "
|
||
"Message Service)` data is visualized as different graphs and charts, which "
|
||
"can be sorted and grouped in various ways (e.g. :guilabel:`Measures` drop "
|
||
"down menu)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1
|
||
msgid "Reporting page in SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:179
|
||
msgid ""
|
||
"SMS messages can be sent using automated actions in Odoo. Odoo *Studio* is "
|
||
"required to use automated actions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:182
|
||
msgid ""
|
||
"To install Odoo *Studio*, go to :menuselection:`Apps application`. Then, "
|
||
"using the :guilabel:`Search...` bar, and search for `studio`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:185
|
||
msgid "If it is not already installed, click :guilabel:`Install`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:187
|
||
msgid ""
|
||
"Adding the *Studio* application upgrades the subscription status to "
|
||
"*Custom*, which increases the cost. Consult `support "
|
||
"<https://www.odoo.com/contactus>`_, or reach out to the database's customer "
|
||
"success manager, with any questions on upgrading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:191
|
||
msgid ""
|
||
"To use automated actions, navigate in :ref:`developer mode <developer-"
|
||
"mode>`, to :menuselection:`Settings app --> Technical menu --> Automation "
|
||
"section --> Automated Actions`. Then, click :guilabel:`New` to create a new "
|
||
"action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:195
|
||
msgid ""
|
||
"Enter an :guilabel:`Action Name`, and select a :guilabel:`Model` to "
|
||
"implement this action on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:197
|
||
msgid ""
|
||
"Ensure the :guilabel:`Active` toggle is set to *on*, represented by a full-"
|
||
"green switch, in order for the automated action to run."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:200
|
||
msgid ""
|
||
"Set the :guilabel:`Trigger` to either :guilabel:`On Creation`, :guilabel:`On"
|
||
" Update`, :guilabel:`On Creation & Update`, :guilabel:`On Deletion`, "
|
||
":guilabel:`Based on Form Modification`, or :guilabel:`Based on Timed "
|
||
"Condition`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:204
|
||
msgid ""
|
||
"Based on the selection for the :guilabel:`Trigger`, additional fields may "
|
||
"populate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:206
|
||
msgid ""
|
||
"Under the :guilabel:`Apply on` field, a record filter using a domain can be "
|
||
"created. Ensure a model has been selected before setting any domains on the "
|
||
":guilabel:`Apply on` field. Click :guilabel:`Edit Domain` to set record "
|
||
"parameters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:210
|
||
msgid ""
|
||
"Under :guilabel:`Action To Do` drop-down field, select :guilabel:`Send SMS "
|
||
"Text Message`. Next, set the :guilabel:`SMS Template`, and choose whether "
|
||
"the SMS message should be logged as a note, by ticking the checkbox next to "
|
||
":guilabel:`Log as Note`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1
|
||
msgid ""
|
||
"Automated action template with action to do, SMS template and log as note "
|
||
"highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:218
|
||
msgid ""
|
||
"To implement the automated action, save it; either by navigating away, or "
|
||
"manually saving it (using the :guilabel:`☁️ (cloud)` icon)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:222
|
||
msgid ":doc:`sms_campaign_settings`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:223
|
||
msgid ":doc:`mailing_lists_blacklists`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:224
|
||
msgid ":doc:`../../../essentials/in_app_purchase`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing.rst:5
|
||
msgid "Pricing and FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:5
|
||
msgid "SMS Pricing and FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:8
|
||
msgid "What do I need to send SMSs?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:10
|
||
msgid ""
|
||
"SMS Text Messaging is an In-App Purchase (IAP) service that *requires "
|
||
"prepaid credits* to work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:13
|
||
msgid "How many types of SMSs are there?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:15
|
||
msgid "There are 2 types: GSM7 and UNICODE."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:17
|
||
msgid ""
|
||
"**GSM7** is the standard format, with a limit of 160 characters per message,"
|
||
" that includes the following characters:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1
|
||
msgid "GSM7 characters available in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:24
|
||
msgid ""
|
||
"**UNICODE** is the format applied if a special character, that *is not* in "
|
||
"the GSM7 list, is used. Limit per SMS: 70 characters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:28
|
||
msgid ""
|
||
"For GSM7 SMS the size limit is 160 characters, and for Unicode is 70. *Above"
|
||
" these limits, the content is divided into a multi-part message* and the "
|
||
"limit of characters is lowered to 153 for GSM7 and to 67 for Unicode. Then, "
|
||
"in real-time, the system displays the number of SMS mailings the message "
|
||
"represents."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:34
|
||
msgid "How much does it cost to send an SMS?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:36
|
||
msgid ""
|
||
"The price of an SMS depends on the destination and the length (number of "
|
||
"characters) of the message. To see the **price per country, please "
|
||
"consult**: `Odoo SMS - FAQ <https://iap-"
|
||
"services.odoo.com/iap/sms/pricing#sms_faq_01>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:40
|
||
msgid ""
|
||
"The number of SMSs a message represents will always be available in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1
|
||
msgid ""
|
||
"Number of GSM7 characters that fit in an SMS message in Odoo SMS Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:47
|
||
msgid "How to buy credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:49
|
||
msgid "Go to :menuselection:`Settings --> Buy Credits`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1
|
||
msgid "Buying credits for SMS Marketing in Odoo settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:55
|
||
msgid "Or go to :menuselection:`Settings --> View my Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1
|
||
msgid "Using Odoo IAP to recharge credits for SMS Marketing in Odoo settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:62
|
||
msgid ""
|
||
"If Odoo Online (Saas) is being used, along with the Enterprise version, free"
|
||
" trial credits are available to test the feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:66
|
||
msgid "More common questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "**Is there an expiration time for my credits?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "No, credits do not expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"**Can I send an SMS to a phone number (which is not a mobile phone) because "
|
||
"I see the icon in front of the field “phone”?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "Only if that phone number supports SMS (e.g. SIP phones)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "**Do I receive an invoice to buy my credits?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "Yes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "**Can the recipient answer me?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "No, it is not possible to reply to the SMS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"**What happens if I send multiple SMSs at once, but I don't have enough "
|
||
"credits to send them all?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"Multiple SMS communications at once at are counted as a single transaction, "
|
||
"so no SMSs will be sent until there are enough credits to send them all."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "**Do I have a history of the sent SMSs?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"A history of sent SMSs, along with all pertinent information related to its "
|
||
"sent contacts (and the message itself), can be found in the :guilabel:`Sent`"
|
||
" column of the main :guilabel:`SMS Marketing` dashboard (while in "
|
||
":guilabel:`Kanban` view)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:91
|
||
msgid ""
|
||
"For more detailed information, select a desired SMS from the main dashboard "
|
||
"(in :guilabel:`Kanban` view), and click on either link in the blue banner "
|
||
"above the SMS detail form to learn more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "**Can I send as many SMSs I want at once?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "Yes, if you have enough credits."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"**If an SMS is sent to a number that doesn't exist in the list of "
|
||
"recipients, will credits be lost?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"No, not if the phone number is incorrectly formatted (e.g. too many digits)."
|
||
" However, if the SMS is sent to the wrong person (or to a fake number), the "
|
||
"credit for that SMS will be lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"**What happens if I send my SMS to a paying number (e.g.: a contest to win a"
|
||
" ticket for a festival)?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"The SMS will not be delivered to that kind of number, so no charges will be "
|
||
"made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"**Can I identify the numbers that do not exist when I send several SMSs?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "Only the ones that have an invalid format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "**How does the GDPR regulation affect this service?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"Please find our `Privacy Policy here <https://iap.odoo.com/privacy#sms>`__."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid "**Can I use my own SMS provider?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||
msgid ""
|
||
"Yes, but it is not possible out-of-the-box. Odoo experts can help customize "
|
||
"a database to allow for the use of a personal SMS provider. Please check our"
|
||
" success packs `here <https://www.odoo.com/pricing-packs>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing.rst:8
|
||
msgid "Social Marketing"
|
||
msgstr "שיווק ברשתות חברתיות"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:3
|
||
msgid "Social marketing campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:5
|
||
msgid ""
|
||
"Social marketing campaigns help companies connect directly with the "
|
||
"marketplace. These campaigns are helpful when introducing a new product to "
|
||
"customers, explaining the value of a product or service, or when advertising"
|
||
" an upcoming event or product release."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:9
|
||
msgid ""
|
||
"The most effective social marketing campaigns typically involve multiple "
|
||
"channels to maximize content distribution, and Odoo's *Social Marketing* "
|
||
"application acts as a singular control center to monitor, plan, post, track,"
|
||
" and analyze all of the various content and content channels within a single"
|
||
" dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:17
|
||
msgid ""
|
||
"To access a complete overview of all social marketing campaigns, open the "
|
||
":menuselection:`Social Marketing` application, and click "
|
||
":menuselection:`Campaigns` from the header menu. Doing so reveals a separate"
|
||
" page with every campaign in a default kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1
|
||
msgid "View of the campaigns page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:25
|
||
msgid ""
|
||
"Each *stage* in the kanban view can be edited, by clicking the "
|
||
":guilabel:`gear icon` to the left of the :guilabel:`+ (plus sign)` - located"
|
||
" to the right of the stage title."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:29
|
||
msgid ""
|
||
"The **gear icon** *only* appears when the cursor hovers to the left of the "
|
||
"**+ (plus sign)**. When the gear icon is clicked, a drop-down menu reveals "
|
||
"the options: :guilabel:`Fold`, :guilabel:`Edit Stage`, and "
|
||
":guilabel:`Delete`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:37
|
||
msgid ""
|
||
"Clicking :guilabel:`Fold` minimizes that specific stage's column. The stage "
|
||
"column can be restored by clicking the folded version of it on the main "
|
||
":guilabel:`Campaigns` dashboard in the default kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:41
|
||
msgid ""
|
||
"Selecting :guilabel:`Edit Stage` reveals a pop-up window, in which the name "
|
||
"and the sequence of the stage can be modified. If changes are made, be sure "
|
||
"to click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:44
|
||
msgid "Clicking :guilabel:`Delete` removes the stage entirely."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:47
|
||
msgid ""
|
||
"To add a new stage to the pipeline, side-scroll to the right on the "
|
||
":guilabel:`Campaigns` dashboard, click :guilabel:`Add a Column`, enter in "
|
||
"the desired information, and click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:52
|
||
msgid ""
|
||
"The same social marketing campaign information on the :guilabel:`Campaigns` "
|
||
"dashboard can also be viewed as a list, by selecting the :guilabel:`List` "
|
||
"option, located under the search bar, in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:57
|
||
msgid "Create social marketing campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:59
|
||
msgid ""
|
||
"First, open the :menuselection:`Social Marketing` application, and select "
|
||
":guilabel:`Campaigns` from the header menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:62
|
||
msgid ""
|
||
"On the :guilabel:`Campaigns` dashboard, a new campaign can be created by "
|
||
"clicking the quick add :guilabel:`+ (plus sign)` located in the top-right "
|
||
"corner of each stage in the pipeline, visible in the kanban view. Campaigns "
|
||
"can also be created by clicking :guilabel:`Create` in the upper-left corner "
|
||
"of the :guilabel:`Campaigns` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:67
|
||
msgid ""
|
||
"Both options reveal a new campaign detail window directly on the "
|
||
":guilabel:`Campaigns` dashboard when clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1
|
||
msgid "View of the quick add option for campaigns in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:74
|
||
msgid ""
|
||
"Here, the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and "
|
||
":guilabel:`Tags` can be entered. When all modifications are complete, click "
|
||
":guilabel:`Add` to add the campaign to the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:78
|
||
msgid "Edit social marketing campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:80
|
||
msgid ""
|
||
"In order to edit a campaign in greater detail, and create/send various forms"
|
||
" of communications related to it, the template page for that campaign must "
|
||
"be accessed and modified, accordingly. There are multiple ways to access a "
|
||
"template page for a campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:84
|
||
msgid ""
|
||
"After entering the pertinent information in the :guilabel:`Quick Add` "
|
||
"campaign drop-down, click :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:86
|
||
msgid ""
|
||
"Simply select the desired campaign from the :guilabel:`Campaigns` dashboard "
|
||
"in list or kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:88
|
||
msgid ""
|
||
"On the :guilabel:`Campaigns` dashboard in the kanban view, select the "
|
||
":guilabel:`⋮ (three dots)` drop-down menu on the desired campaign, and "
|
||
"select :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:91
|
||
msgid ""
|
||
"Any of the above routes will reveal the *Campaign Template* page for that "
|
||
"specific campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:94
|
||
msgid "Social marketing campaign templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:96
|
||
msgid ""
|
||
"On a *Campaign Template* page, numerous elements can be customized/modified,"
|
||
" and various forms of communications can be created, modified, and sent or "
|
||
"scheduled. Below is a sample of a completed campaign template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1
|
||
msgid "View of a sample campaign template page in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:105
|
||
msgid ""
|
||
"In order for the :guilabel:`Send New Mailing` option to appear on campaign "
|
||
"templates, make sure the *Mailing Campaigns* feature is enabled in the "
|
||
"*Email Marketing* app. To do that, navigate to :menuselection:`Email "
|
||
"Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing "
|
||
"Campaigns`, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:111
|
||
msgid ""
|
||
"In order for the :guilabel:`Send SMS` option to appear, the Odoo *SMS "
|
||
"Marketing* application must be installed on the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:115
|
||
msgid "Add content and communications to campaigns"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:117
|
||
msgid ""
|
||
"If the proper settings and applications are installed (as instructed above),"
|
||
" there are four forms of communication/content options that can be added to "
|
||
"campaigns. Each of these options are displayed as buttons in the upper-left "
|
||
"corner of the campaign template page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:121
|
||
msgid ""
|
||
":guilabel:`Send New Mailing`: reveals a blank email template on a separate "
|
||
"page, in which the message can be fully customized in a variety of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:123
|
||
msgid ""
|
||
":guilabel:`Send SMS`: reveals a blank SMS template on a separate page, in "
|
||
"which a SMS communication can be created and configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:125
|
||
msgid ""
|
||
":guilabel:`Send Social Post`: reveals a blank social post template on a "
|
||
"separate page, in which a post can be created, and applied to social media "
|
||
"accounts that are already connected to the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:128
|
||
msgid ""
|
||
":guilabel:`Push Notification`: reveals a similar blank social post template "
|
||
"on a separate page, however, the :guilabel:`Push Notification` options are "
|
||
"already pre-selected in the :guilabel:`Post on` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:132
|
||
msgid ""
|
||
"Whichever form of communication is created, once it's completed, Odoo "
|
||
"returns to the :guilabel:`Campaign Template` page, showcasing that new "
|
||
"content in its corresponding tab (e.g. :guilabel:`Mailings`, "
|
||
":guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push "
|
||
"Notifications`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:137
|
||
msgid ""
|
||
"As content and communications are added to a campaign, tabs for those "
|
||
"specific mediums appear, along with a variety of analytical smart buttons "
|
||
"(e.g. :guilabel:`Revenues`, :guilabel:`Quotations`, :guilabel:`Leads`, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:141
|
||
msgid ""
|
||
"These smart buttons, located at the top of the template, display different "
|
||
"metrics related to the campaign, and its various communications and content."
|
||
" Clicking any smart button reveals a separate page dedicated to that "
|
||
"particular element of the campaign, allowing for quicker, more organized "
|
||
"analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:147
|
||
msgid ""
|
||
"The Odoo *Social Marketing* app is integrated with other Odoo applications, "
|
||
"such as *Sales*, *Invoicing*, *CRM*, and *Website*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:151
|
||
msgid ""
|
||
":doc:`/applications/marketing/social_marketing/essentials/social_essentials`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:3
|
||
msgid "Social marketing essentials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:5
|
||
msgid ""
|
||
"Odoo's *Social Marketing* application helps content marketers create and "
|
||
"schedule posts, manage various social media accounts, analyze content "
|
||
"effectiveness, and engage directly with social media followers in one, "
|
||
"centralized location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:10
|
||
msgid "Social media accounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:12
|
||
msgid ""
|
||
"In order to create social posts and analyze content with Odoo *Social "
|
||
"Marketing*, social media accounts **must** be added as a *stream* on the "
|
||
"application's main dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:16
|
||
msgid ""
|
||
"Be aware that personal profiles **cannot** be added as a stream. The main "
|
||
"use of Odoo *Social Marketing* is to manage and analyze business accounts on"
|
||
" social media platforms."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:20
|
||
msgid ""
|
||
"Odoo *Social Marketing* has some limitations in regards to social media "
|
||
"accounts. For example, Odoo **cannot** handle a large quantity of various "
|
||
"pages (e.g. ~40 pages) under the same company. The same limitations are "
|
||
"present in a multi-company environment because of how the API is "
|
||
"constructed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:26
|
||
msgid ""
|
||
"In multi-company environments, if every company doesn't activate a page at "
|
||
"once, it will result in a permission error."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:29
|
||
msgid ""
|
||
"For example, if Company 1 is the only company selected from the main Odoo "
|
||
"dashboard, and activates *Facebook Page 1* and *Facebook Page 2*, then those"
|
||
" pages will be accesible on the *Social Marketing* dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:33
|
||
msgid ""
|
||
"However, if on that same database, the user adds Company 2 from the company "
|
||
"drop-down menu in the header, and attempts to add those same streams, it "
|
||
"results in a permission error."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||
msgid ""
|
||
"View of the permission error that appears when incorrectly attempting to add"
|
||
" stream."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:41
|
||
msgid "Social media streams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:43
|
||
msgid ""
|
||
"To add a social media business account as a stream, navigate to "
|
||
":menuselection:`Social Marketing app` and select the :guilabel:`Add A "
|
||
"Stream` button located in the upper-left corner. Doing so reveals an "
|
||
":guilabel:`Add a Stream` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"View of the pop-up window that appears when Add a Stream is selected in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:51
|
||
msgid ""
|
||
"In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a "
|
||
"new account` for a business from any of the following popular social media "
|
||
"platforms: :guilabel:`Facebook`, :guilabel:`Instagram`, "
|
||
":guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:55
|
||
msgid ""
|
||
"After clicking the desired social media outlet from the :guilabel:`Add a "
|
||
"Stream` pop-up window, Odoo navigates directly to that specific social media"
|
||
" outlet's authorization page, where permission must be granted, in order for"
|
||
" Odoo to add that particular social media account as a stream to the *Social"
|
||
" Marketing* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Sample of a populated social marketing dashboard with social media streams "
|
||
"and content."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:64
|
||
msgid ""
|
||
"Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on "
|
||
"the main :guilabel:`Social Marketing` dashboard, and a new column, with that"
|
||
" account's posts, is added. Accounts/streams can be added at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:69
|
||
msgid ""
|
||
"A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook`"
|
||
" account that grants permission is the administrator for the page. It should"
|
||
" also be noted that different pages can be added for different streams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:74
|
||
msgid ""
|
||
":guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` "
|
||
"login because it uses the same API. This means, an :guilabel:`Instagram` "
|
||
"account needs to be linked to a :guilabel:`Facebook` account in order for it"
|
||
" to show up as a stream in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:79
|
||
msgid "Posts"
|
||
msgstr "פוסטים"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:81
|
||
msgid ""
|
||
"Clicking on a post from a social media stream reveals a pop-up window, "
|
||
"showcasing the content of that specific post, along with all the engagement "
|
||
"data related to it (e.g. likes, comments, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Sample of a social media post's pop-up window in Odoo Social Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:88
|
||
msgid ""
|
||
"If desired, the user can leave a new comment of the post from the post's "
|
||
"pop-up window, by typing one in the :guilabel:`Write a comment...` field, "
|
||
"and clicking :guilabel:`Enter` to post that comment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:93
|
||
msgid "Create leads from comments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:95
|
||
msgid ""
|
||
"Odoo *Social Marketing* also provides the ability to create leads directly "
|
||
"from social media comments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:98
|
||
msgid ""
|
||
"To create a lead from a comment left on a social media post, click on the "
|
||
"desired post from the dashboard to reveal that post's specific pop-up "
|
||
"window. Then, scroll to the desired comment, and click the :guilabel:`three "
|
||
"vertical dots` icon to the right of that comment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:102
|
||
msgid ""
|
||
"Doing so reveals a drop-down menu with the option: :guilabel:`Create Lead`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"The drop-down menu beside a comment revealing the option to create a lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:108
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Create Lead` from the comment's drop-down menu, a "
|
||
":guilabel:`Conver Post to Lead` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"The convert post to lead pop-up window that appears in Odoo Social "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:115
|
||
msgid ""
|
||
"In this pop-up window, select to either: :guilabel:`Create a new customer`, "
|
||
":guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a "
|
||
"customer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:119
|
||
msgid ""
|
||
"If :guilabel:`Link to an existing customer` is selected, a new "
|
||
":guilabel:`Customer` field appears beneath those options, wherein a customer"
|
||
" can be chosen to be linked to this lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:122
|
||
msgid ""
|
||
"Once the desired selection has been made, click the :guilabel:`Convert` "
|
||
"button at the bottom of the :guilabel:`Convert Post to Lead` pop-up window. "
|
||
"Doing so reveals a fresh lead detail form, where the necessary information "
|
||
"can be entered and processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"New lead detail form generated from a social media comment in Odoo Social "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:131
|
||
msgid "Insights"
|
||
msgstr "תובנות"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:133
|
||
msgid ""
|
||
"When a social media account stream is added to the *Social Marketing* "
|
||
"dashboard, each stream also displays and links that specific social media "
|
||
"platform's KPIs (if the platform has them)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:136
|
||
msgid ""
|
||
"To get redirected to the statistics and metrics related to any social media "
|
||
"account's KPIs, click on the :guilabel:`Insights` link, located at the top "
|
||
"of each stream."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Visual of how the Insights link appears on the dashboard of the Social "
|
||
"Marketing app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:144
|
||
msgid ""
|
||
"In a multi-company environment, if not *all* pages are selected, de-"
|
||
"authentication happens."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:146
|
||
msgid ""
|
||
"For example, if the companies have 3 *Facebook* pages, but only grant access"
|
||
" to 1, and try to grant access to another at a later date, they will be de-"
|
||
"authenticated, and access to the initial page's insights/analytics will be "
|
||
"lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:150
|
||
msgid ""
|
||
"So, be sure to add *all* pages for *all* companies in a multi-company "
|
||
"environment to avoid this issue. If a page gets de-autenticated, simply "
|
||
"remove the stream, and re-establish it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:154
|
||
msgid "Create and post social media content"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:156
|
||
msgid ""
|
||
"Odoo *Social Marketing* offers the ability to create and post content for "
|
||
"social media accounts directly through the application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:159
|
||
msgid ""
|
||
"To create content for social media accounts, navigated to the "
|
||
":menuselection:`Social Marketing app`, and click :guilabel:`New Post` "
|
||
"located in the upper-right corner of the *Social Marketing* dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"New Post button on the main dashboard of the Odoo Social Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:167
|
||
msgid ""
|
||
"Or, navigate to :menuselection:`Social Marketing app --> Posts` and click "
|
||
"the :guilabel:`New` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"New button on the Social Posts page in the Odoo Social Marketing "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:174
|
||
msgid ""
|
||
"Either route reveals a blank social media post detail form that can be "
|
||
"customized and configured in a number of different ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid "Blank social media post detail page in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:182
|
||
msgid "Post detail form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:184
|
||
msgid ""
|
||
"The social media post detail form in Odoo *Social Marketing* has many "
|
||
"different configurable options available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:188
|
||
msgid "Company"
|
||
msgstr "חברה"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:190
|
||
msgid ""
|
||
"If working in a multi-company environment, the first field in the "
|
||
":guilabel:`Your Post` section of the social media post detail form is "
|
||
":guilabel:`Company`. In this field, select the company that should be "
|
||
"connected to this specific social media post."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:195
|
||
msgid "Post on"
|
||
msgstr "שלח ב"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:197
|
||
msgid ""
|
||
"If working in a single-company environment, the first field in the "
|
||
":guilabel:`Your Post` section of the social media post detail form is "
|
||
":guilabel:`Post on`. In this field, determine which social media outlets "
|
||
"(streams) this post is intended to be posted on, and/or which website's "
|
||
"visitors this post should be sent to, via push notification, by checking the"
|
||
" box beside the desired option(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:202
|
||
msgid ""
|
||
"Odoo automatically provides every available social media account that's been"
|
||
" linked to the database as an option in this section. If a social media "
|
||
"account hasn't been added as a stream to the *Social Marketing* application,"
|
||
" it will **not** appear as an option on the post template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:206
|
||
msgid ""
|
||
"Multiple social media outlets (streams) and websites can be selected in the "
|
||
":guilabel:`Post on` field. At least **one** option in the :guilabel:`Post "
|
||
"on` field *must* be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:210
|
||
msgid ""
|
||
"In order for the :guilabel:`Push Notification` option to appear on the "
|
||
"social media post detail form in Odoo *Social Marketing*, make sure the "
|
||
"*Enable Web Push Notifications* feature is enabled in the *Website* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:214
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Website app --> Configuration --> "
|
||
"Settings`, activate :guilabel:`Enable Web Push Notifications`, fill out the "
|
||
"corresponding fields, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:219
|
||
msgid "Message"
|
||
msgstr "הודעה"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:221
|
||
msgid ""
|
||
"Next, there's the :guilabel:`Message` field. This is where the main content "
|
||
"of the post is created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:223
|
||
msgid ""
|
||
"In the :guilabel:`Message` field, type in the desired message for the social"
|
||
" post. After typing, click away from the :guilabel:`Message` field to reveal"
|
||
" visual samples of how the post will look on all the previously selected "
|
||
"social media accounts (and/or websites, as push notifications)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Sample social media post with visual samples of how it will appear on social"
|
||
" media outlets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:232
|
||
msgid ""
|
||
"Emojis can also be added directly to the text in the :guilabel:`Message` "
|
||
"field. Just click the :guilabel:`🙂 (smiley face)` icon, located on the line "
|
||
"of the :guilabel:`Message` field to the far right. Clicking this icon "
|
||
"reveals a drop-down menu containing numerous emojis to choose from."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:237
|
||
msgid ""
|
||
"If :guilabel:`Twitter` is chosen in the :guilabel:`Post on` field, a "
|
||
"character counter appears beneath the :guilabel:`Message` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:241
|
||
msgid "Attach Images"
|
||
msgstr "צרף תמונות"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:243
|
||
msgid ""
|
||
"If images are to be used in the post, click the :guilabel:`Attach Images` "
|
||
"button, in the :guilabel:`Attach Images` field, located beneath the "
|
||
":guilabel:`Message` field. When clicked, Odoo reveals a pop-up window. In "
|
||
"this pop-up window, select the desired image from the hard drive, and upload"
|
||
" it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:248
|
||
msgid ""
|
||
"After successfully uploading and attaching the desired image, Odoo reveals a"
|
||
" new preview of the social media post, complete with the newly-added image, "
|
||
"on the right side of the detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Visualized samples of post with newly-attached images in Odoo Social "
|
||
"Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:256
|
||
msgid "Campaign"
|
||
msgstr "קמפיין"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:258
|
||
msgid ""
|
||
"Next, there is the :guilabel:`Campaign` field. This non-required field "
|
||
"provides the options to attach this post to a specific marketing campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:261
|
||
msgid ""
|
||
"To add this post to a pre-existing campaign, click the empty "
|
||
":guilabel:`Campaign` field to reveal a drop-down menu, containing all the "
|
||
"existing campaigns in the database. Select the desired campaign from this "
|
||
"drop-down menu to add this post to that campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:265
|
||
msgid ""
|
||
"To create a new campaign directly from the social media post detail form, "
|
||
"start typing the name of the new campaign in the blank :guilabel:`Campaign` "
|
||
"field, and select either :guilabel:`Create` or :guilabel:`Create and "
|
||
"edit...`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Drop-down menu options of Create or Create and edit in the Campaign field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:273
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` creates the campaign, which can be "
|
||
"edited/customized later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:275
|
||
msgid ""
|
||
"Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a "
|
||
":guilabel:`Create Campaign` pop-up form, wherein the :guilabel:`Campaign "
|
||
"Identifier`, :guilabel:`Responsible`, and :guilabel:`Tags` can be instantly "
|
||
"configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Create campaign pop-up window that appears on a social media post detail "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:283
|
||
msgid ""
|
||
"When all the desired settings have been entered, click :guilabel:`Save & "
|
||
"Close` to save the campaign and return to the social media post detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:287
|
||
msgid "When"
|
||
msgstr "מתי"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:289
|
||
msgid ""
|
||
"Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to "
|
||
"have Odoo publish the post immediately, or :guilabel:`Schedule later` to "
|
||
"have Odoo publish the post at a later date and time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:293
|
||
msgid ""
|
||
"If :guilabel:`Schedule later` is selected, a new :guilabel:`Scheduled Date` "
|
||
"field appears. Clicking the empty field reveals a pop-up calendar, in which "
|
||
"a future date and time can be designated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Schedule date pop-up window that appears on social media post detail form in"
|
||
" Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:300
|
||
msgid ""
|
||
"After selecting a desired date and time, click :guilabel:`Apply`. Then, Odoo"
|
||
" will promptly publish the post at that specific date and time on the pre-"
|
||
"detemined social media account(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:304
|
||
msgid ""
|
||
"If scheduling a post, the :guilabel:`Post` button at the top of the social "
|
||
"media post detail form changes to :guilabel:`Schedule`. Be sure to click "
|
||
":guilabel:`Schedule` after completing the social media post detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:308
|
||
msgid ""
|
||
"Doing so, locks in that specific date/time for Odoo to send the post, and it"
|
||
" changes the status of the post to :guilabel:`Scheduled`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:312
|
||
msgid "Push Notification Options"
|
||
msgstr "אפשרויות הודעות דחיפה"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:314
|
||
msgid ""
|
||
"If one (or multiple) :guilabel:`[Push Notification]` options are chosen in "
|
||
"the :guilabel:`Post on` field, a specific :guilabel:`Push Notification "
|
||
"Options` section appears at the bottom of the social media post detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid "Push notification options section on a social media post detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:322
|
||
msgid "It should be noted that *none* of these fields are required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:324
|
||
msgid ""
|
||
"The first field in this section is :guilabel:`Notification Title`. In this "
|
||
"field, there is the option to add a custom title to the push notification "
|
||
"that will be sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:327
|
||
msgid ""
|
||
"To designate a specific page on the website that should trigger this push "
|
||
"notification, enter that page's URL in the :guilabel:`Target URL` field. "
|
||
"Then, once a visitor reaches that specific page, Odoo will display the push "
|
||
"notification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:331
|
||
msgid ""
|
||
"Below that field is the option to add a custom :guilabel:`Icon Image` to the"
|
||
" push notification. This is an icon that appears beside the push "
|
||
"notification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:334
|
||
msgid ""
|
||
"To upload a new image, click the :guilabel:`✏️ (pencil) icon` when hovering "
|
||
"over the :guilabel:`Icon Image` camera icon. Doing so reveals a pop-up "
|
||
"window, in which the desired icon image can be located on the hard drive, "
|
||
"and subsequently uploaded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:338
|
||
msgid ""
|
||
"Once that's complete, Odoo automatically updates the visual preview of how "
|
||
"the icon appears on the push notification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:342
|
||
msgid ""
|
||
"Next, if the post is scheduled to be posted later, there is the option to "
|
||
"ensure the post is sent in the visitor's timezone, by enabling the "
|
||
":guilabel:`Local Time` option. If enabled, Odoo will send it at the "
|
||
"appropriate, pre-determined time, taking the visitor's location into "
|
||
"consideration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||
msgid ""
|
||
"The Local Time option in the Push Notification Options section of features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:351
|
||
msgid ""
|
||
"Then, there is the :guilabel:`Match all records` field. This field provides "
|
||
"the ability to target a specific group of recipients in the database, based "
|
||
"on certain criteria, and can be applied to match :guilabel:`all` or "
|
||
":guilabel:`any` of the rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:355
|
||
msgid ""
|
||
"To utilize this field, click the :guilabel:`+ Add condition` button, which "
|
||
"reveals an equation-like rule field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:358
|
||
msgid ""
|
||
"In this equation-like rule field, specifiy the specific criteria Odoo should"
|
||
" take into account when sending this post to a particular target audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"Push notification conditions set up to match a specific amount of records in"
|
||
" the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:365
|
||
msgid ""
|
||
"To add an additional rule, click the :guilabel:`➕ (plus sign) icon` to the "
|
||
"far-right of the rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:367
|
||
msgid ""
|
||
"To add a branch (series of additional rules based on the previous rule, to "
|
||
"further specify a target audience), click the unique :guilabel:`branch "
|
||
"icon`, located to the right of the :guilabel:`➕ (plus sign) icon`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:371
|
||
msgid "Lastly, click the :guilabel:`🗑️ (trash can) icon` to delete any rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:373
|
||
msgid ""
|
||
"The size of the specified target audience of recipients is represented by "
|
||
"the number of :guilabel:`Records` displayed beneath the rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:377
|
||
msgid "Posts page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:379
|
||
msgid ""
|
||
"To see a complete overview of posts, go to Odoo :menuselection:`Social "
|
||
"Marketing app --> Posts`. Here, on the :guilabel:`Social Posts` page, every "
|
||
"post that has been created and posted with Odoo can be seen and accessed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:383
|
||
msgid ""
|
||
"There are four different view options for the :guilabel:`Social Posts` page "
|
||
"data: *kanban*, *calendar*, *list*, and *pivot*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:386
|
||
msgid ""
|
||
"The view options are located in the upper right corner of the "
|
||
":guilabel:`Posts` page, beneath the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:391
|
||
msgid "Kanban view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:393
|
||
msgid ""
|
||
"By default, Odoo displays the posts in a kanban view. The information on "
|
||
"this page can be sorted even further, via the left sidebar, where all "
|
||
"connected social accounts and posts can be quickly seen, accessed, and "
|
||
"analyzed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:397
|
||
msgid ""
|
||
"The kanban view is represented by an :guilabel:`inverted bar graph icon` in "
|
||
"the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||
msgid ""
|
||
"Kanban view of the posts page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:404
|
||
msgid "Calendar view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:406
|
||
msgid ""
|
||
"The calendar view option displays a visual representation of posts in a "
|
||
"calendar format of when posts were published, or are scheduled to be "
|
||
"published. This option provides a clear overview of any planned day, week, "
|
||
"or month, and Odoo displays all drafted, scheduled, and published posts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:411
|
||
msgid ""
|
||
"Clicking on a date reveals a blank social media post detail form, in which a"
|
||
" social media post can be created, and Odoo will post it on that specific "
|
||
"date/time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:414
|
||
msgid ""
|
||
"The calendar view is represented by a :guilabel:`calendar icon` in the "
|
||
"upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||
msgid "Example of the calendar view in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:422
|
||
msgid ""
|
||
"The list view option is similar to the kanban option, but instead of "
|
||
"individual blocks, all post information is displayed in a clear, list "
|
||
"layout. Each line of the list displays the :guilabel:`Social Accounts`, "
|
||
":guilabel:`Message`, and :guilabel:`Status` of every post."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:426
|
||
msgid ""
|
||
"There is also a helpful left sidebar that organizes all posts by "
|
||
":guilabel:`Status` and lists all connected :guilabel:`Social Accounts`, as "
|
||
"well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:429
|
||
msgid ""
|
||
"The list view is represented by four vertical lines in the upper-right "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||
msgid "View of the list option on the posts page in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:435
|
||
msgid "Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:437
|
||
msgid ""
|
||
"The pivot view option provides a fully customizable grid table, where "
|
||
"different measures of data can be added and analyzed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||
msgid "View of the pivot option on the posts page in Odoo Social Marketing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:444
|
||
msgid ""
|
||
"The pivot view option provides numerous analytical options, allowing for in-"
|
||
"depth, detailed analysis of various posts and metrics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:447
|
||
msgid ""
|
||
"Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot "
|
||
"table to reveal more metric options to add to the grid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:450
|
||
msgid ""
|
||
"While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is "
|
||
"available, located to the right of the :guilabel:`Measures` drop-down menu, "
|
||
"in the upper-left corner of the :guilabel:`Social Posts` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:454
|
||
msgid ""
|
||
"Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to"
|
||
" the pivot view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:456
|
||
msgid "From left to right, those options are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:458
|
||
msgid ""
|
||
":guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid "
|
||
"table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:459
|
||
msgid ""
|
||
":guilabel:`Expand All`, which expands each line in the grid, revealing more "
|
||
"detailed information related to it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:461
|
||
msgid ""
|
||
":guilabel:`Download`, which, when clicked, instantly downloads the pivot "
|
||
"table as a spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:465
|
||
msgid "Visitors"
|
||
msgstr "מבקרים"
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:467
|
||
msgid ""
|
||
"To see a complete overview of all the people who have visited the website(s)"
|
||
" connected to the database, navigate to :menuselection:`Social Marketing app"
|
||
" --> Visitors`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid "View of the Visitors page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:474
|
||
msgid ""
|
||
"Here, Odoo provides a detailed layout of all the visitors' pertinent "
|
||
"information in a default kanban view. If visitors already have contact "
|
||
"information in the database, the option to send them an :guilabel:`Email` "
|
||
"and/or an :guilabel:`SMS` is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:478
|
||
msgid ""
|
||
"This same visitor data can also be viewed as a list or a graph. Those view "
|
||
"options are located in the upper-right corner of the :guilabel:`Visitors` "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:482
|
||
msgid "Social media page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:484
|
||
msgid ""
|
||
"Another way to quickly link social media accounts to Odoo *Social Marketing*"
|
||
" can be done on the :guilabel:`Social Media` page. To access the "
|
||
":guilabel:`Social Media` page, navigate to :menuselection:`Social Marketing "
|
||
"app --> Configuration --> Social Media`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:488
|
||
msgid ""
|
||
"On the :guilabel:`Social Media` page there is a collection of all social "
|
||
"media options, each complete with a :guilabel:`Link account` button: "
|
||
":guilabel:`Facebook`, :guilabel:`Instagram`, :guilabel:`LinkedIn`, "
|
||
":guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push "
|
||
"Notifications`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"View of the social media page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:497
|
||
msgid "Social accounts page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:499
|
||
msgid ""
|
||
"To see a list of all social accounts and websites linked to the database, go"
|
||
" to :menuselection:`Social Marketing app --> Configuration --> Social "
|
||
"Accounts`. This :guilabel:`Social Accounts` display the :guilabel:`Name`, "
|
||
"the :guilabel:`Handle/Short Name`, the :guilabel:`Social Media` platform, "
|
||
"who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it "
|
||
"is associated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||
msgid ""
|
||
"View of the social accounts page in the Odoo Social Marketing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:509
|
||
msgid ""
|
||
"To edit/modify any of the social accounts on this page, simply select the "
|
||
"desired account from the list on this page, and proceed to make any "
|
||
"adjustments necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:513
|
||
msgid "Social streams page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:515
|
||
msgid ""
|
||
"To view a separate page with all the social media streams that have been "
|
||
"added to the main *Social Marketing* dashboard, navigate to "
|
||
":menuselection:`Social Marketing app --> Configuration --> Social Streams`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:523
|
||
msgid ""
|
||
"Here, the social stream information is organized in a list with the "
|
||
":guilabel:`Social Media`, the :guilabel:`Title` of the stream, the "
|
||
":guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, :guilabel:`Keyword`,"
|
||
" etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to "
|
||
"which it is associated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:528
|
||
msgid ""
|
||
"To modify any stream's information, simply click the desired stream from the"
|
||
" list, and proceed to make any necessary adjustments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:532
|
||
msgid ""
|
||
":doc:`/applications/marketing/social_marketing/essentials/social_campaigns`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:5
|
||
msgid "Surveys"
|
||
msgstr "סקרים"
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:8
|
||
msgid "`Odoo Tutorials: Surveys <https://www.odoo.com/slides/surveys-62>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:3
|
||
msgid "Survey essentials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:5
|
||
msgid ""
|
||
"Companies often use surveys to collect valuable information from their "
|
||
"customers and employees, which in turn, allows them to make more informed "
|
||
"business decisions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:8
|
||
msgid ""
|
||
"In Odoo, surveys are used to collect customer feedback, evaluate the success"
|
||
" of a recent event, measure the satisfaction of customers (or employees), "
|
||
"and gain more insight into shifting market sentiments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:13
|
||
msgid "Getting started"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:15
|
||
msgid ""
|
||
"To begin, open the :guilabel:`Surveys` application and click "
|
||
":guilabel:`Create`. Odoo then redirects the page to a blank survey template "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:18
|
||
msgid ""
|
||
"On the survey form, add a :guilabel:`Survey Title` and then add a cover "
|
||
"image to the survey by hovering over the photo icon and clicking on the "
|
||
":guilabel:`Edit (pencil)` icon. When the file explorer window opens, choose "
|
||
"an image from the local files."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:22
|
||
msgid ""
|
||
"Below the :guilabel:`Survey Title` are various tabs in which the survey "
|
||
"questions and format can be created and customized. These tabs are labeled "
|
||
"as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:25
|
||
msgid ":guilabel:`Questions`: the list of questions to be asked in the survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:26
|
||
msgid ""
|
||
":guilabel:`Description`: contextual information to aid in understanding the "
|
||
"survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:27
|
||
msgid ""
|
||
":guilabel:`Options`: choices for survey respondents to answer the questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid "Various tabs that can be found on the survey template page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:34
|
||
msgid "Questions tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:36
|
||
msgid ""
|
||
"Add questions and sections to the survey in the :guilabel:`Questions` tab. A"
|
||
" section divides the survey into parts in order to visually group similar "
|
||
"questions together. To make a section, click :guilabel:`Add a section` and "
|
||
"type in a section name. Then, add questions or drag and drop questions into "
|
||
"the divided sections."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:41
|
||
msgid ""
|
||
"Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and"
|
||
" Questions` pop-up to create and customize the survey question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst-1
|
||
msgid "The survey question pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:49
|
||
msgid "Create questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:51
|
||
msgid ""
|
||
"In the :guilabel:`Create Sections and Questions` pop-up, type the question "
|
||
"in the :guilabel:`Question` field. Then, choose the :guilabel:`Question "
|
||
"Type`. A preview of how the question type looks is shown in the preview "
|
||
"window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:55
|
||
msgid "Choose from the following :guilabel:`Question Types`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:57
|
||
msgid ":guilabel:`Multiple Lines Text Box`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:58
|
||
msgid ":guilabel:`Single Line Text Box`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:59
|
||
msgid ":guilabel:`Numerical Value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:60
|
||
msgid ":guilabel:`Date`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:61
|
||
msgid ":guilabel:`Datetime`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:62
|
||
msgid ":guilabel:`Multiple choice: only one answer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:63
|
||
msgid ":guilabel:`Multiple choice: multiple answers allowed`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:64
|
||
msgid ":guilabel:`Matrix`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:67
|
||
msgid ""
|
||
"Different features appear in the :guilabel:`Answers` and :guilabel:`Options`"
|
||
" tabs, depending on the :guilabel:`Question Type` chosen. However, the "
|
||
":guilabel:`Description` tab always remains the same, regardless of what "
|
||
"question is chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:72
|
||
msgid "Create sections and questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:74
|
||
msgid ""
|
||
"Once a :guilabel:`Question Type` has been selected, there are three possible"
|
||
" tabs where information can be customized for the question. These include "
|
||
"the :guilabel:`Answers` (if applicable), :guilabel:`Description`, and "
|
||
":guilabel:`Options` tabs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:78
|
||
msgid ""
|
||
"Each tab offers a variety of different features depending on what "
|
||
":guilabel:`Question Type` was chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:81
|
||
msgid ""
|
||
"For example, in the :guilabel:`Options` tab, the following options may "
|
||
"appear:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:83
|
||
msgid ":guilabel:`Mandatory Answer`: the question must be answered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:84
|
||
msgid ""
|
||
":guilabel:`Matrix Type`: for matrix-type questions, select if one choice or "
|
||
"multiple choices can be selected per row."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:86
|
||
msgid ":guilabel:`Number of columns`: select how many columns are displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:87
|
||
msgid ":guilabel:`Images on answers`: allow images on the answer options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:88
|
||
msgid ""
|
||
":guilabel:`Conditional Display`: determine if the question is displayed "
|
||
"based on the participant's answer to a previous question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:90
|
||
msgid ""
|
||
":guilabel:`Show Comments Field`: allow the participant to type a comment in "
|
||
"a text box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:91
|
||
msgid ""
|
||
":guilabel:`Question Time Limit`: for live session surveys, set a time limit "
|
||
"for the question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:94
|
||
msgid "Conditional Display"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:96
|
||
msgid ""
|
||
":guilabel:`Conditional Display` means the question is only displayed if the "
|
||
"specified conditional answer has been selected in a previous question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:99
|
||
msgid ""
|
||
"When the box next to :guilabel:`Conditional Display` is selected, the "
|
||
":guilabel:`Triggering Question` field appears. Select a question from the "
|
||
"survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:102
|
||
msgid ""
|
||
"Then, a :guilabel:`Triggering Answer` field appears. Here, select which "
|
||
"answer will trigger this :guilabel:`Conditional Display` question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:106
|
||
msgid "Options tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:108
|
||
msgid ""
|
||
"Back on the main survey template form, under the :guilabel:`Options` tab, "
|
||
"there are different sections of settings that can be modified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:111
|
||
msgid "The sections include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:113
|
||
msgid ""
|
||
":guilabel:`Questions`: focuses on the overall presentation of the survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:114
|
||
msgid ":guilabel:`Scoring`: decides how the survey is scored"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:115
|
||
msgid ":guilabel:`Candidates`: manages access to the survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:116
|
||
msgid ""
|
||
":guilabel:`Live Session`: enables the survey into a real-time group "
|
||
"activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:119
|
||
msgid "Questions"
|
||
msgstr "שאלות"
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:121
|
||
msgid ""
|
||
"First, select the :guilabel:`Layout` of the survey. The following options "
|
||
"can be chosen:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:123
|
||
msgid ":guilabel:`One page with all the questions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:124
|
||
msgid ":guilabel:`One page per section`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:125
|
||
msgid ":guilabel:`One page per question`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:127
|
||
msgid ""
|
||
"If either the :guilabel:`One page per section` or :guilabel:`One page per "
|
||
"question` options are chosen, then the :guilabel:`Back Button` option "
|
||
"appears. If selected, the :guilabel:`Back Button` option allows the "
|
||
"participant to go back to a question during the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:131
|
||
msgid ""
|
||
"Under the :guilabel:`Layout` options is the :guilabel:`Progression Mode` "
|
||
"setting, which indicates how the participant's progress during the survey is"
|
||
" displayed. It is shown as either a :guilabel:`Percentage` or a "
|
||
":guilabel:`Number`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:135
|
||
msgid ""
|
||
"Next, there is an option available to add a :guilabel:`Survey Time Limit`. "
|
||
"To implement this option, simply check the box, and enter the amount of time"
|
||
" (in minutes) participants have to complete the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:139
|
||
msgid ""
|
||
"After the :guilabel:`Survey Time Limit` option is a section labeled "
|
||
":guilabel:`Selection`. Here, questions can be :guilabel:`Randomized per "
|
||
"section`, in other words, the number of random questions can be configured "
|
||
"by section. This mode is ignored in a live session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:144
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:56
|
||
msgid ":doc:`time_random`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:147
|
||
msgid "Scoring"
|
||
msgstr "ציון"
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:149
|
||
msgid ""
|
||
"The following options are available when deciding how a :guilabel:`Scoring` "
|
||
"method:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:151
|
||
msgid ":guilabel:`No scoring`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:152
|
||
msgid ":guilabel:`Scoring with answers at the end`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:153
|
||
msgid ":guilabel:`Scoring without answers at the end`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:155
|
||
msgid ""
|
||
"If either the :guilabel:`Scoring with answers at the end` or "
|
||
":guilabel:`Scoring without answers at the end` options are selected, a "
|
||
":guilabel:`Success %` field appears. Set the percentage of correct answers "
|
||
"needed to pass the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:159
|
||
msgid ""
|
||
"Next, there is the option to make the survey a certification. To do so, "
|
||
"check the box next to the option labeled :guilabel:`Is a Certification`, and"
|
||
" two additional fields appear. Select a color theme in the "
|
||
":guilabel:`Certification Template` field and then choose an :guilabel:`Email"
|
||
" Template`. When a participant passes the certification with the required "
|
||
"score, an email from Odoo will automatically be sent to that person using "
|
||
"the selected email template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:165
|
||
msgid ""
|
||
"If the :guilabel:`Give Badge` feature is enabled and the "
|
||
":guilabel:`Certification Badge` is set, the survey participant also receives"
|
||
" a badge upon passing the certification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:169
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:48
|
||
msgid ":doc:`scoring`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:172
|
||
msgid "Candidates"
|
||
msgstr "מועמדים"
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:174
|
||
msgid ""
|
||
"To determine access to the survey, the :guilabel:`Access Mode` has two "
|
||
"options to choose between: :guilabel:`Anyone with the link` and "
|
||
":guilabel:`Invited people only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:177
|
||
msgid ""
|
||
"Below the :guilabel:`Appraisal Managers Only` checkbox is the "
|
||
":guilabel:`Login Required` option to require a login to participate in the "
|
||
"survey. If this option is activated, an :guilabel:`Attempts Limit` field "
|
||
"also populates, in which the number of survey attempts is defined for the "
|
||
"participant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:182
|
||
msgid "Live Session"
|
||
msgstr "שידור חי"
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:184
|
||
msgid ""
|
||
"The :guilabel:`Live Session` section is dedicated to users who are "
|
||
"conducting surveys in real-time, wherein they directly engage with and "
|
||
"collect answers from a live audience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:187
|
||
msgid ""
|
||
"Customize the :guilabel:`Session Code` here; this code is needed for "
|
||
"participants to access the live session survey. Reward participants for "
|
||
"quick answers by selecting the checkbox labeled :guilabel:`Reward quick "
|
||
"answers`. By checking it, attendees will get more points if they answer "
|
||
"quickly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:193
|
||
msgid "Description tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:195
|
||
msgid ""
|
||
"Back on the main survey template page is the :guilabel:`Description` tab, "
|
||
"where a custom description of the survey can be added. This is displayed "
|
||
"beneath the title on the survey's homepage, which is on the front end of the"
|
||
" website made through the Odoo :guilabel:`Website` app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:200
|
||
msgid "Test and share the survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:202
|
||
msgid ""
|
||
"Once the survey is created and saved, run a test to check for possible "
|
||
"errors before finally sending it out to the participants by clicking "
|
||
":guilabel:`Test` in the upper left corner of the survey template page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:206
|
||
msgid ""
|
||
"When activated, Odoo redirects the page to a test version of the survey on "
|
||
"the front end of the website. This page displays how the survey will look to"
|
||
" participants. Proceed to run through the survey, like a normal participant,"
|
||
" to check for errors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:210
|
||
msgid ""
|
||
"To return to the survey template form in the backend, simply click the "
|
||
":guilabel:`This is a test survey. Edit Survey` link in the blue banner along"
|
||
" the top of the page. Once Odoo redirects the page to the survey template in"
|
||
" the backend, make any further changes, as needed, before officially sending"
|
||
" the survey out to participants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:215
|
||
msgid ""
|
||
"When the survey is ready to be shared with the audience, click the "
|
||
":guilabel:`Start Survey` button in the upper-left corner of the survey "
|
||
"template form. Then, click :guilabel:`Share`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:218
|
||
msgid ""
|
||
"In the pop-up window, add the survey recipients in the "
|
||
":guilabel:`Recipients` field (for existing contacts in the Odoo database) or"
|
||
" the :guilabel:`Additional emails` field (for contacts that do not want to "
|
||
"be listed in the Odoo database). Finally, click :guilabel:`Send`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/create.rst:222
|
||
msgid ""
|
||
"As answers are received, check them by clicking the :guilabel:`Answers` "
|
||
"smart button on the survey template form, or the :guilabel:`See Results` "
|
||
"button in the upper left corner. To end the survey, click the "
|
||
":guilabel:`Close` button on the survey template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:3
|
||
msgid "Scoring surveys"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:5
|
||
msgid ""
|
||
"To measure a survey participant's performance, knowledge, or overall "
|
||
"satisfaction, Odoo ascribes points to survey answers. At the end of the "
|
||
"survey, these points are summed up, resulting in the participant's final "
|
||
"score."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:9
|
||
msgid ""
|
||
"To add points to questions, open the :guilabel:`Surveys` application, choose"
|
||
" the desired survey form, and then click on the :guilabel:`Options` tab. "
|
||
"Under the :guilabel;`Scoring` section, choose between :guilabel:`Scoring "
|
||
"with answers at the end` or :guilabel:`Scoring without answers at the end`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:14
|
||
msgid ""
|
||
":guilabel:`Scoring with answers at the end` shows the survey participant "
|
||
"their answers after completing the survey, and displays which questions they"
|
||
" got right or wrong. On questions where there was an incorrect answer, the "
|
||
"correct answer will be highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:18
|
||
msgid ""
|
||
":guilabel:`Scoring without answers at the end` does not show the survey "
|
||
"participant their answer choices after completing the survey, only their "
|
||
"final score."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:21
|
||
msgid ""
|
||
"To indicate correct answers, click on the :guilabel:`Questions tab` and "
|
||
"choose a question. In the question form, check the :guilabel:`Is a correct "
|
||
"answer` box for the choice that is the correct answer and attach a score "
|
||
"value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:25
|
||
msgid ""
|
||
"Back on the :guilabel:`Options` tab of the survey, set the "
|
||
":guilabel:`Success %`. The percentage entered determines what percentage of "
|
||
"correct answers is needed to pass the survey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:28
|
||
msgid ""
|
||
"Further on the :guilabel:`Options` tab of the survey, survey administrators "
|
||
"can also choose to make the survey a certification. A certification "
|
||
"indicates that the survey asks questions to test the participants' knowledge"
|
||
" level on a subject."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:32
|
||
msgid ""
|
||
"When enabling the :guilabel:`Is a certification` option, choose a "
|
||
":guilabel:`Certification email template`. The certification will "
|
||
"automatically be emailed using this email template to users who pass the "
|
||
"survey with a final score that is greater than or equal to the set "
|
||
":guilabel:`Success %`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:36
|
||
msgid ""
|
||
"In the :guilabel:`Candidates` section, participants can be required to log "
|
||
"in to take the survey. If the :guilabel:`Login Required` setting is enabled,"
|
||
" two new options appear: the :guilabel:`Attempts Limit` checkbox, which "
|
||
"limits the number of times a participant can attempt the survey, and the "
|
||
"option to :guilabel:`Give Badge`, located beneath the "
|
||
":guilabel:`Certification` options in the :guilabel:`Scoring` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst-1
|
||
msgid ""
|
||
"Setting the Required Score (percentage), login required, and certification "
|
||
"template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst:46
|
||
msgid ""
|
||
"Badges are displayed on the eLearning portion of a given user's portal, and "
|
||
"are a way to set milestones and reward participants for passing surveys or "
|
||
"gaining points. Besides the awardee, website visitors who access the "
|
||
":guilabel:`Courses` page will also be able to see the granted badges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/scoring.rst-1
|
||
msgid "Example of how a badge looks on the eLearning portion of the website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:3
|
||
msgid "Timed and randomized questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:5
|
||
msgid ""
|
||
"When creating a survey in Odoo, there are options to set a time limit on the"
|
||
" survey and randomize the questions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:9
|
||
msgid "Time limit"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:11
|
||
msgid ""
|
||
"During a timed survey, participants must finish the survey within a "
|
||
"specified period of time. A common use case for implementing a time limit is"
|
||
" that it greatly reduces the chance of participants looking up responses via"
|
||
" external resources (e.g. web search), and reduces the survey to a \"closed "
|
||
"book\" testing environment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:16
|
||
msgid ""
|
||
"Find the :guilabel:`Survey Time Limit` setting in the :guilabel:`Options` "
|
||
"tab of the survey form, under the :guilabel:`Questions` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst-1
|
||
msgid "Time limit field in the options tab of a survey template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:23
|
||
msgid ""
|
||
"When the :guilabel:`Survey Time Limit` option is checked, a timer will be "
|
||
"displayed on every page of the survey, letting participants keep track of "
|
||
"the time remaining while the survey is active."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:27
|
||
msgid ""
|
||
"Participants that do not submit their survey by the preconfigured time limit"
|
||
" will *not* have their answers saved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:31
|
||
msgid "Randomized selection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:33
|
||
msgid ""
|
||
"When a survey is randomized, Odoo shuffles the questions and reveals them in"
|
||
" a random order every time a participant begins the questionnaire. Using "
|
||
"randomization as a survey method discourages participants from looking at "
|
||
"each other's responses, and helps control for individual testing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst:37
|
||
msgid ""
|
||
"To randomize a survey, click the :guilabel:`Options` tab on the survey form."
|
||
" In the :guilabel:`Questions` section, select :guilabel:`Randomized per "
|
||
"section` for the :guilabel:`Selection` field. After enabling, navigate to "
|
||
"the :guilabel:`Questions` tab and look in the :guilabel:`Random questions "
|
||
"count` column. From there, determine how many questions (per section) Odoo "
|
||
"should select and display during the shuffling of questions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/time_random.rst-1
|
||
msgid "Randomized question count in the questions tab of a survey."
|
||
msgstr ""
|