2965 lines
128 KiB
Plaintext
2965 lines
128 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:
|
|
# Patricia Gutiérrez Capetillo <pagc@odoo.com>, 2022
|
|
# Antonio Trueba, 2023
|
|
# Raquel Iciarte <ric@odoo.com>, 2023
|
|
# Lucia Pacheco, 2023
|
|
# marcescu, 2023
|
|
# Martin Trigaux, 2023
|
|
# Braulio D. López Vázquez <bdl@odoo.com>, 2023
|
|
# Fernanda Alvarez, 2023
|
|
#
|
|
#, fuzzy
|
|
msgid ""
|
|
msgstr ""
|
|
"Project-Id-Version: Odoo 15.0\n"
|
|
"Report-Msgid-Bugs-To: \n"
|
|
"POT-Creation-Date: 2023-03-03 11:23+0000\n"
|
|
"PO-Revision-Date: 2021-11-02 08:49+0000\n"
|
|
"Last-Translator: Fernanda Alvarez, 2023\n"
|
|
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
|
|
"MIME-Version: 1.0\n"
|
|
"Content-Type: text/plain; charset=UTF-8\n"
|
|
"Content-Transfer-Encoding: 8bit\n"
|
|
"Language: es\n"
|
|
"Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n"
|
|
|
|
#: ../../content/applications/marketing.rst:5
|
|
msgid "Marketing"
|
|
msgstr "Marketing"
|
|
|
|
#: ../../content/applications/marketing/events.rst:5
|
|
msgid "Events"
|
|
msgstr "Eventos"
|
|
|
|
#: ../../content/applications/marketing/events.rst:8
|
|
msgid "`Odoo Tutorials: Events <https://www.odoo.com/slides/surveys-63>`_"
|
|
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.rstNone
|
|
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`: includes the start and end dates/times for the event."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:47
|
|
msgid ""
|
|
":guilabel:`Timezone`: covers the timezone for when the event is taking "
|
|
"place."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:48
|
|
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:50
|
|
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:53
|
|
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:55
|
|
msgid ""
|
|
":guilabel:`Responsible`: name the point person who is responsible for "
|
|
"organizing the event."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:56
|
|
msgid ""
|
|
":guilabel:`Website`: indicate which Odoo website(s) the event event should "
|
|
"be published to."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:57
|
|
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:59
|
|
msgid ""
|
|
":guilabel:`Limit Registrations`: when enabled, this setting caps the "
|
|
"attendee registrations to a specified amount"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:61
|
|
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:64
|
|
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:69
|
|
msgid "Add and sell event tickets"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:71
|
|
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:75
|
|
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.rstNone
|
|
msgid "View of the ticket tab in Odoo Events."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:83
|
|
msgid "Send automated emails, text, and social posts to event attendees"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:85
|
|
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:90
|
|
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:96
|
|
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.rstNone
|
|
msgid "View of the communication tab in Odoo Events."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:105
|
|
msgid "Attach a questionnaire to event registrations"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:107
|
|
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:111
|
|
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:114
|
|
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:120
|
|
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:123
|
|
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.rstNone
|
|
msgid "View of an event form, open the questions tab, and add a question."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:133
|
|
msgid "Log internal notes or add ticket instructions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:135
|
|
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:138
|
|
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:144
|
|
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 organzied for event staff to review."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rstNone
|
|
msgid "View of the Notes tab in Odoo Events."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:153
|
|
msgid "Invite attendees to the event"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:155
|
|
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:158
|
|
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:161
|
|
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:166
|
|
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:170
|
|
msgid "Select invitees and configure recipient filters"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:172
|
|
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:176
|
|
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.rstNone
|
|
msgid ""
|
|
"View of the add filter button beneath the recipients field in Odoo Events."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:185
|
|
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:191
|
|
msgid ""
|
|
"Some sub-menu options in the first rule field allow for a second choice to "
|
|
"provide even more specificity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:194
|
|
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:201
|
|
msgid "Build a custom event invite"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:203
|
|
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.rstNone
|
|
msgid ""
|
|
"View of the drag and drop building blocks used to customize event invite "
|
|
"emails."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:212
|
|
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 front-end 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:218
|
|
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:224
|
|
msgid "Modify event invite settings"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:226
|
|
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:229
|
|
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:234
|
|
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:238
|
|
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:242
|
|
msgid "Send event invitations to recipients"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:244
|
|
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:247
|
|
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:253
|
|
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:256
|
|
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:262
|
|
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:266
|
|
msgid "Publish events"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:268
|
|
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 back end of Odoo through the "
|
|
":guilabel:`Events` application, or access the hidden event page through the "
|
|
"front end as either a priveliged user or administrator."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:273
|
|
msgid ""
|
|
"If navigating from the back end, go to the event form, and click the "
|
|
":guilabel:`Go to Website` smart button to reach the event page on the "
|
|
"website (on the front end). If starting from the front end, simply navigate "
|
|
"to the event page that needs to be published."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/event_essentials.rst:277
|
|
msgid ""
|
|
"No matter the route, an event page can only be published from the front end."
|
|
" 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.rstNone
|
|
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:10
|
|
#: ../../content/applications/marketing/events/track_manage_talks.rst:9
|
|
msgid "Configuration"
|
|
msgstr "Configuración"
|
|
|
|
#: ../../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.rstNone
|
|
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.rstNone
|
|
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.rstNone
|
|
msgid "View of an event's form and the sales smart button in Odoo Events."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/events/sell_tickets.rstNone
|
|
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.rstNone
|
|
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.rstNone
|
|
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.rstNone
|
|
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.rstNone
|
|
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.rstNone
|
|
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.rstNone
|
|
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.rstNone
|
|
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 "Reglas de generación de leads"
|
|
|
|
#: ../../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 ""
|
|
"Para crear y configurar una :guilabel:`regla de generación de leads` que se "
|
|
"relacione con eventos, vaya a la aplicación :menuselection:`Eventos --> "
|
|
"Configuración --> Generación de leads`."
|
|
|
|
#: ../../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 ""
|
|
"En la página de :guilabel:`reglas de generación de leads` puede ver todas "
|
|
"las :guilabel:`reglas` configuradas, junto con todos los datos relacionados "
|
|
"con dichas reglas."
|
|
|
|
#: ../../content/applications/marketing/events/track_manage_talks.rstNone
|
|
msgid "How the Lead Generation Rule page looks in Odoo Events."
|
|
msgstr ""
|
|
"Página de reglas de generación de leads en la aplicación Eventos de Odoo."
|
|
|
|
#: ../../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 ""
|
|
"Para crear una nueva :guilabel:`regla de generación de leads, haga clic en "
|
|
":guilabel:`crear` y complete el formulario de la :guilabel:`regla de "
|
|
"generación de leads`."
|
|
|
|
#: ../../content/applications/marketing/events/track_manage_talks.rstNone
|
|
msgid "How the Lead Generation Rule template looks in Odoo Events."
|
|
msgstr ""
|
|
"Plantilla de regla de generación de leads en la aplicación Eventos de Odoo"
|
|
|
|
#: ../../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 ""
|
|
"Después de agregar el nombre de la regla, configure **cómo** se deberían "
|
|
"crear los leads (puede ser :guilabel:`por asistente` o :guilabel:`por "
|
|
"orden`), y *cuándo* se deberían crear (cuando :guilabel:`se crean los "
|
|
"asistentes`, cuando :guilabel:`se confirman`, o cuando "
|
|
":guilabel:`asistieron` al evento)."
|
|
|
|
#: ../../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 ""
|
|
"En la sección :guilabel:`para cualquiera de estos eventos` hay campos para "
|
|
"agregar esta regla a cualquier categoría de evento, empresa y/o evento en "
|
|
"específico. Para hacer que esta regla sea aún más específica, puede "
|
|
"configurar una regla de filtro de dominio para garantizar que la regla solo "
|
|
"se aplique a un público objetivo de asistentes en específico (puede hacerlo "
|
|
"en la sección :guilabel:`si los asistentes cumplen con las siguientes "
|
|
"condiciones`)."
|
|
|
|
#: ../../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 ""
|
|
"Por último, en la sección :guilabel:`valores predeterminados de leads` elija"
|
|
" un :guilabel:`tipo de lead`, asígnelo a un :guilabel:`equipo de ventas` "
|
|
"(y/o a un :guilabel:`vendedor`) y agregue etiquetas a la regla si es "
|
|
"necesario."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation.rst:8
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3
|
|
msgid "Marketing Automation"
|
|
msgstr "Automatización de marketing"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation.rst:11
|
|
#: ../../content/applications/marketing/sms_marketing.rst:11
|
|
msgid ""
|
|
"`Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_"
|
|
msgstr ""
|
|
"`Tutoriales de Odoo: Marketing <https://www.odoo.com/slides/marketing-27>`_"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced.rst:5
|
|
msgid "Advanced"
|
|
msgstr "Avanzado"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3
|
|
msgid "Understanding metrics"
|
|
msgstr "Entender las métricas"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5
|
|
msgid ""
|
|
"Metrics are detailed statistics that measure the progress (and success) of "
|
|
"marketing campaigns. When creating marketing activities in a workflow, Odoo "
|
|
"will visually display various metrics related to the campaign with graphs "
|
|
"and data."
|
|
msgstr ""
|
|
"Las métricas son estadísticas detalladas que miden el progreso (y éxito) de "
|
|
"las campañas de marketing. Cuando se crean actividades de marketing en el "
|
|
"flujo de trabajo, Odoo mostrará mediante gráficos y datos varias métricas "
|
|
"relacionadas con la campaña."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9
|
|
msgid "Consider the following example:"
|
|
msgstr "Considere el siguiente ejemplo:"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone
|
|
msgid "An example of a marketing automation campaign in Odoo."
|
|
msgstr "Ejemplo de una campaña de automatización de marketing en Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15
|
|
msgid ""
|
|
"In this case, the :guilabel:`Target` of this campaign is set to "
|
|
":guilabel:`Lead/Opportunity` and was narrowed down to only focus on the "
|
|
"Leads (or Opportunities) whose :guilabel:`Tag Name` contain a value of "
|
|
"`product` and they *also* have an email address set up in the database."
|
|
msgstr ""
|
|
"En este caso, el :guilabel:`objetivo` de esta campaña se estableció como "
|
|
":guilabel:`Lead/oportunidad` y se acotó para que se enfoque solo en los "
|
|
"leads u oportunidades cuyo :guilabel:`nombre de etiqueta` tenga un valor de "
|
|
"`producto` y que *también* tenga una dirección de correo electrónico "
|
|
"establecida en la base de datos."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19
|
|
msgid ""
|
|
"Beneath the filter nodes, Odoo will display how many records in the database"
|
|
" fall into the previously-specified criteria filter. In this example, there "
|
|
"are 18 records in the database that match the criteria."
|
|
msgstr ""
|
|
"Debajo de los nodos de filtro, Odoo mostrará cuántos registros en la base de"
|
|
" datos cumplen con el filtro de criterio que se especificó previamente. En "
|
|
"este ejemplo hay 18 registros en la base de datos que cumplen con los "
|
|
"criterios."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone
|
|
msgid ""
|
|
"Lead generation filters used to refine records on marketing automation "
|
|
"campaigns in Odoo."
|
|
msgstr ""
|
|
"Filtros de generación de leads que se utilizan para refinar los registros en"
|
|
" las campañas de automatización de marketing en Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27
|
|
msgid ""
|
|
"At the top of the marketing automation form, there are a series of smart "
|
|
"buttons. The :guilabel:`Participations` smart button in this example "
|
|
"indicates that, out of those 18 records, 25 have become participants. In "
|
|
"other words, they have matched the criteria, and have already interacted "
|
|
"with the campaign in one way or another."
|
|
msgstr ""
|
|
"En la parte superior del formulario de automatización de marketing hay "
|
|
"varios botones inteligentes. El botón :guilabel:`participaciones` en este "
|
|
"ejemplo indica que, de esos 18 registros, 25 se han convertido en "
|
|
"participantes. Es decir, cumplen con los criterios y ya han interactuado con"
|
|
" la campaña de alguna forma."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33
|
|
msgid ""
|
|
":guilabel:`Records` represent a real-time number. Therefore, while the "
|
|
"workflow is running, changes in opportunity records (deletions, additions, "
|
|
"adjustments) may occur. This means there will be real-time updates to the "
|
|
"number of :guilabel:`Records`, but such updates do *not* change the number "
|
|
"of :guilabel:`Participants`, as the metric *will not* exclude opportunities "
|
|
"that have already been set as :guilabel:`Participants` before - Odoo will "
|
|
"just add new ones. That's why the number of :guilabel:`Records` can be "
|
|
"different from the number of :guilabel:`Participants` from time to time."
|
|
msgstr ""
|
|
"Los :guilabel:`registros` representan un número en tiempo real. Por lo "
|
|
"tanto, mientras el flujo de trabajo está en ejecución, se pueden hacer "
|
|
"cambios en los registros de las oportunidades (se pueden borrar, agregar o "
|
|
"ajustar). Esto significa que el número de :guilabel:`registros` se "
|
|
"actualizará en tiempo real, pero estas actualizaciones *no* cambian el "
|
|
"número de :guilabel:`participantes`, ya que la métrica *no* excluirá "
|
|
"oportunidades que ya se hayan configurado como :guilabel:`participantes`, "
|
|
"Odoo solo agregará nuevos. Es por eso que el número de :guilabel:`registros`"
|
|
" puede ser diferente del número de :guilabel:`participantes` de vez en "
|
|
"cuando."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone
|
|
msgid ""
|
|
"Difference between real-time record count and total participants on a "
|
|
"markeing campaign."
|
|
msgstr ""
|
|
"Diferencia entre el número de registros en tiempo real y el total de "
|
|
"participantes en una campaña de marketing."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45
|
|
msgid ""
|
|
"Whenever the system runs, updating numbers and triggering actions, it will "
|
|
"look at the :guilabel:`Target` model, and check if new :guilabel:`Records` "
|
|
"have been added (or modified), which always keeps the flow up-to-date."
|
|
msgstr ""
|
|
"Cada vez que el sistema está en ejecución y actualiza números y activa "
|
|
"acciones, verá al modelo :guilabel:`objetivo` y revisará si se agregaron "
|
|
"nuevos :guilabel:`registros` o se modificaron los ya existentes, lo que "
|
|
"mantiene el flujo al día."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50
|
|
msgid ""
|
|
"The filter here is applied to *all* activities. Leads that lose that "
|
|
"specific :guilabel:`Tag` in the meantime will be excluded from later "
|
|
"activities."
|
|
msgstr ""
|
|
"Este filtro se aplica a *todas* las actividades. Los leads que pierdan esa "
|
|
":guilabel:`etiqueta` específica se excluirán de actividades posteriores."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54
|
|
msgid ""
|
|
"Filters can also be applied to individual activities, in the "
|
|
":guilabel:`Domain` section of the activity pop-up form. Use this feature to "
|
|
"specify an individual filter that will only be performed if the records "
|
|
"satisfy *both* filter criteria - the activity filter and its specific domain"
|
|
" filter."
|
|
msgstr ""
|
|
"También puede aplicar filtros a actividades individuales, en la sección "
|
|
":guilabel:`dominio` del formulario emergente de la actividad. Utilice esta "
|
|
"función para especificar un filtro individual que solo se ejecutará si los "
|
|
"registros cumplen con *ambos* criterios: el filtro de actividad y el filtro"
|
|
" de dominio específico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59
|
|
msgid ""
|
|
"(*Example*: when configuring an SMS activity, make sure a certain phone "
|
|
"number is set, in order to avoid triggering a SMS that would never be sent.)"
|
|
msgstr ""
|
|
"(*Por ejemplo*: al configurar una actividad de envío de SMS, puede asegurar "
|
|
"que se estableció un número de teléfono determinado para evitar activar un "
|
|
"SMS que nunca se enviará)"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0
|
|
msgid ""
|
|
"A relevant targeting filter that applies to a type of individual activity."
|
|
msgstr ""
|
|
"Un filtro de objetivo relevante que se aplica a un tipo de actividad en "
|
|
"específico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66
|
|
msgid ""
|
|
":guilabel:`Success` represents the number of times the searching for "
|
|
"participants - who match the criteria filter(s) of that activity - was "
|
|
"performed successfully, in relation to the total number of participants. If "
|
|
"a participant does *not* match the conditions, it will be added to "
|
|
":guilabel:`Rejected`."
|
|
msgstr ""
|
|
"El :guilabel:`éxito` representa el número de veces que la búsqueda de "
|
|
"participantes que cumplan con los filtros de criterio de esa actividad se "
|
|
"realizó con éxito. Esto en relación con el número de participantes. Si un "
|
|
"participante *no* cumple con las condiciones, se agregará a "
|
|
":guilabel:`rechazados`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rstNone
|
|
msgid ""
|
|
"Overview showing participants who do or do not match filtering criteria on "
|
|
"an activity."
|
|
msgstr ""
|
|
"Resumen que muestra los participantes que cumplen o no con los criterios de "
|
|
"filtrado de una actividad."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75
|
|
msgid ""
|
|
"Hovering over the graph, Odoo displays the number of successful and rejected"
|
|
" participants, per day, over the last 15 days."
|
|
msgstr ""
|
|
"Si pasa el cursor encima del gráfico, puede ver el número de participantes "
|
|
"exitosos y rechazados por día de los últimos 15 días."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79
|
|
msgid ""
|
|
"Whenever a new record is added to the :guilabel:`Target` model, it will "
|
|
"automatically be added to the workflow, and it will start the workflow from "
|
|
"the beginning (:guilabel:`Parent Action`)."
|
|
msgstr ""
|
|
"Cada que se agrega un nuevo registro al modelo :guilabel:`objetivo`, se "
|
|
"agregará de forma automática al flujo de trabajo y lo empezará desde el "
|
|
"principio (:guilabel:`acción padre`)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5
|
|
msgid "Getting Started"
|
|
msgstr "Primeros pasos"
|
|
|
|
#: ../../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 (such as 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 ""
|
|
"La aplicación Automatización de marketing automatiza varias tareas de "
|
|
"marketing al combinar reglas y filtros específicos para generar acciones "
|
|
"planificadas. En lugar de tener que crear cada etapa de una campaña (como "
|
|
"una serie de correos masivos de envío planificado) de forma manual, la "
|
|
"aplicación Automatización de marketing permite al personal de marketing "
|
|
"crear campañas enteras, con todas sus etapas, en un solo lugar y en un solo "
|
|
"tablero."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11
|
|
msgid "Create a campaign"
|
|
msgstr "Cree una campaña"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13
|
|
msgid ""
|
|
"To create a new automated marketing campaign, open the :guilabel:`Marketing "
|
|
"Automation` app and click :guilabel:`Create`. On the :guilabel:`Campaign` "
|
|
"page, there are the following smart buttons and fields:"
|
|
msgstr ""
|
|
"Para crear una nueva campaña automatizada de marketing, abra la aplicación "
|
|
":guilabel:`Automatización de marketing` y haga clic en :guilabel:`crear`. En"
|
|
" la página :guilabel:`campaña` se encuentran varios botones inteligentes y "
|
|
"campos:"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone
|
|
msgid ""
|
|
"A dashboard showing the creation of a new marketing automation campaign in "
|
|
"Odoo."
|
|
msgstr ""
|
|
"Un tablero que muestra la creación de una nueva campaña de automatización de"
|
|
" marketing en Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21
|
|
msgid ""
|
|
":guilabel:`Templates`: represents the number of pre-configured mail "
|
|
"templates being used in this particular campaign. (Templates can always be "
|
|
"created on-the-fly as well)."
|
|
msgstr ""
|
|
":guilabel:`Plantillas`: representa el número de plantilas de correo "
|
|
"preconfiguradas que se utilizan en esta campaña en específico. (También "
|
|
"puede crear plantillas sobre la marcha)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23
|
|
msgid ""
|
|
":guilabel:`SMS`: represents the number of personalized SMS messages "
|
|
"connected to this campaign."
|
|
msgstr ""
|
|
":guilabel:`SMS`: representa el número de mensajes de SMS personalizados que "
|
|
"pertenecen a esta camapaña."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24
|
|
msgid ""
|
|
":guilabel:`Clicks`: represents the number of times attached links have been "
|
|
"clicked by recipients of this campaign."
|
|
msgstr ""
|
|
":guilabel:`Clics`: representa el número de veces que los destinatarios de la"
|
|
" campaña han hecho clic en los enlaces adjuntos."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26
|
|
msgid ""
|
|
":guilabel:`Participants`: represents the number of contacts that have "
|
|
"directly participated in this campaign."
|
|
msgstr ""
|
|
":guilabel:`Participantes`: representa el número de contactos que han "
|
|
"participado directamente en esta campaña."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28
|
|
msgid ""
|
|
":guilabel:`Target`: this field is a drop-down menu to choose which model is "
|
|
"targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity,"
|
|
" etc.)."
|
|
msgstr ""
|
|
":guilabel:`Objetivo`: este campo es un menú desplegable en el que puede "
|
|
"elegir cuál modelo es el objetivo de esta campaña (es decir, contactos, "
|
|
"órdenes de venta, leads u oportunidades, etc.)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32
|
|
msgid "Campaign filters"
|
|
msgstr "Filtros de campaña"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34
|
|
msgid ""
|
|
"To add a filter to the target audience, click :guilabel:`Add Filter`, and a "
|
|
"node field will appear. In the node field, a custom equation can be "
|
|
"configured for Odoo to use when filtering who to include (and exclude) in "
|
|
"this specific marketing campaign."
|
|
msgstr ""
|
|
"Para agregar un filtro al público objetivo, haga clic en :guilabel:`agregar "
|
|
"filtro` y aparecerá un campo de nodo. En el campo de nodo se puede "
|
|
"configurar una ecuación personalizada que Odoo utilizará para filtrar a "
|
|
"quién incluir (y excluir) de esta campaña de marketing en específico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rstNone
|
|
msgid "A filter node in Odoo Marketing Automation."
|
|
msgstr ""
|
|
"Un nodo de filtro en la aplicación de Automatización de marketing de Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42
|
|
msgid ""
|
|
"When the first field of the node is clicked, a nested drop-down menu of "
|
|
"options appears on the screen where specific criteria is chosen based on "
|
|
"needs of the campaign. The remaining fields on the node further define the "
|
|
"criteria which determines which records to include (or exclude) in the "
|
|
"execution of the campaign."
|
|
msgstr ""
|
|
"Cuando se hace clic en el primer campo del nodo, aparece un menú desplegable"
|
|
" anidado en la pantalla, cuyas opciones son los criterios específicos que se"
|
|
" deben elegir según las necesidades de la campaña. Los campos restantes del "
|
|
"nodo definen con mayor precisión los criterios que determinan qué registros "
|
|
"incluir (o excluir) en la ejecución de la campaña."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47
|
|
msgid ""
|
|
"To add another node, simply click the :guilabel:`+ (plus sign)` icon to the "
|
|
"right of the filtering rule. To add a branch of multiple nodes at the same "
|
|
"time, click the :guilabel:`... (ellipses)` icon."
|
|
msgstr ""
|
|
"Para agregar otro nodo solamente haga clic en el icono :guilabel:`+ (signo "
|
|
"de más)` que se encuentra a la derecha de la regla de filtrado. Para agregar"
|
|
" una rama de varios nodos al mismo tiempo haga clic el icono :guilabel:`... "
|
|
"(puntos suspensivos)`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51
|
|
msgid ""
|
|
"For further information on filters, refer to :doc:`this documentation page "
|
|
"<target_audience>`."
|
|
msgstr ""
|
|
"Para obtener más información sobre los filtros consulte :doc:`esta página de"
|
|
" documentación <target_audience>`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54
|
|
msgid ""
|
|
":guilabel:`Records` represent the number of contacts in the system that fit "
|
|
"the specified criteria for a campaign."
|
|
msgstr ""
|
|
"Los :guilabel:`registros` representan el número de contactos en el sistema "
|
|
"que cumplen con los criterios especificados en una campaña."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58
|
|
msgid ":doc:`testing_running`"
|
|
msgstr ":doc:`testing_running`"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59
|
|
msgid ":doc:`workflow_activities`"
|
|
msgstr ":doc:`workflow_activities`"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3
|
|
msgid "Target an audience"
|
|
msgstr "Dirigirse a un público"
|
|
|
|
#: ../../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 :guilabel:`Odoo Marketing Automation` "
|
|
"application helps marketers to do just that by providing filtering tools, "
|
|
"that can be as simple or as complex as necessary, to reach the right "
|
|
"customers at the right time."
|
|
msgstr ""
|
|
"Llevar campañas de marketing al público *adecuado* es primordial para el "
|
|
"crecimiento de una empresa. La aplicación :guilabel:`Automatización de "
|
|
"marketing de Odoo` ayuda al personal de marketing a lograrlo al brindarles "
|
|
"herramientas de filtrado, tan sencillas o complejas como lo necesiten, para "
|
|
"llegar a los clientes adecuados en el momento correcto."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11
|
|
msgid "Work with target filters"
|
|
msgstr "Trabajar con filtros objetivo"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13
|
|
msgid ""
|
|
"When configuring the filters on a marketing campaign, there are some options"
|
|
" that have an arrow icon beside them. The arrow signifies that the filter "
|
|
"has more refined parameters within it."
|
|
msgstr ""
|
|
"Al configurar los filtros de una campaña de marketing, hay algunas opciones "
|
|
"que tienen un icono de flecha. La flecha significa que el filtro tiene "
|
|
"parámetros más específicos."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone
|
|
msgid "The drop-down filter menu in the Marketing Automation application."
|
|
msgstr ""
|
|
"El menú desplegable de filtros en la aplicación Automatización de marketing."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20
|
|
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 *Any* or *All* statements."
|
|
msgstr ""
|
|
"Los filtros se pueden agregar mediante las *ramas* y los *nodos*. Un *nodo* "
|
|
"agrega otro parámetro de filtro a un grupo de condiciones de objetivos (por "
|
|
"ejemplo, una nueva línea) y una *rama* crea un grupo de parámetros muy "
|
|
"específicos, lo que permite agrupar filtros mediante sentencias *cualquiera*"
|
|
" o *todas*."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24
|
|
msgid "Every time a new branch is created, there are two options:"
|
|
msgstr "Hay dos opciones cada que se crea una nueva rama:"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26
|
|
msgid ""
|
|
"Either the records can match :guilabel:`ALL` criteria for the upcoming rules"
|
|
" (an AND statement where all criteria must match)."
|
|
msgstr ""
|
|
"Los registros pueden coincidir con :guilabel:`TODOS` los criterios de las "
|
|
"reglas (es una sentencia AND en el que todos los criterios deben coincidir)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29
|
|
msgid ""
|
|
"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules "
|
|
"(an OR statement where only one of the criteria must match)."
|
|
msgstr ""
|
|
"Los registros pueden coincidir con :guilabel:`CUALQUIER` criterio de las "
|
|
"reglas (es una sentencia OR en la que solo uno de los criterios debe "
|
|
"coincidir)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32
|
|
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 ""
|
|
"Para cambiar entre estas dos opciones solo haga clic en el icono de flecha "
|
|
"desplegable en el recuadro verde y seleccione :guilabel:`cualquiera` o "
|
|
":guilabel:`todas`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35
|
|
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 "
|
|
":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`."
|
|
msgstr ""
|
|
"Para agregar un nodo haga clic en :guilabel:`+ (icono de signo de más)`. "
|
|
"Para agregar otra rama haga clic en :guilabel:`... (icono de puntos "
|
|
"suspensivos)`. Para excluir un :guilabel:`nodo` (o una :guilabel:`rama`), "
|
|
"haga clic en :guilabel:`x (eliminar)`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44
|
|
msgid "Use cases"
|
|
msgstr "Casos de uso"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46
|
|
msgid ""
|
|
"The following scenarios below outline different combinations of filters a "
|
|
"marketing campaign might commonly use."
|
|
msgstr ""
|
|
"Los siguientes escenarios describen combinaciones distintas de filtros que "
|
|
"una campaña de marketing puede utilizar con regularidad."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50
|
|
msgid ""
|
|
"Scenario #1: Narrow the target down to new opportunities in the pipeline"
|
|
msgstr "Escenario 1: delimitar el objetivo a nuevas oportunidades en el flujo"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52
|
|
msgid ""
|
|
"While in Edit mode on a campaign template form, 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 ""
|
|
"En el modo de edición de un formulario de plantilla de campaña, seleccione "
|
|
"el campo :guilabel:`objetivo` y haga clic en :guilabel:`buscar más` en el "
|
|
"menú desplegable. Después, busque la opción :guilabel:`Lead/oportunidad` y "
|
|
"selecciónela."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56
|
|
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:`Type`."
|
|
msgstr ""
|
|
"A continuación, haga clic en :guilabel:`agregar filtro` en el campo "
|
|
":guilabel:`Filtro`. Haga clic en la opción predeterminada de filtro "
|
|
":guilabel:`ID` en la primera parte de la ecuación de filtro. Hacerlo abre un"
|
|
" menú desplegable de opciones de filtro. En este menú desplegable, baje (o "
|
|
"busque) la opción :guilabel:`tipo`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61
|
|
msgid ""
|
|
"Keep the second portion of the filter equation on the default :guilabel:`= "
|
|
"(equal sign)`."
|
|
msgstr ""
|
|
"Mantenga la segunda parte de la ecuación de filtro en su forma "
|
|
"predeterminada :guilabel:`= (signo de igual)`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63
|
|
msgid ""
|
|
"Then, 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 will change as "
|
|
"the equation is customized."
|
|
msgstr ""
|
|
"Luego, cambie la tercera (y última) parte de la ecuación de filtro de "
|
|
":guilabel:`lead` a :guilabel:`oportunidad`. El número de "
|
|
":guilabel:`registros` que cumplen con esta ecuación de filtro en específico "
|
|
"cambiará conforme se personalice la ecuación."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103
|
|
msgid ""
|
|
"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to"
|
|
" the right of the equation."
|
|
msgstr ""
|
|
"Agregue otro nodo a este filtro mediante el icono de :guilabel:`+ (signo de "
|
|
"más)` a la derecha de la ecuación."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70
|
|
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 ""
|
|
"Como las oportunidades \"nuevas\" son el objetivo de este filtro, el segundo"
|
|
" nodo se concentrará solo en encontrar oportunidades que estén en la etapa "
|
|
":guilabel:`nuevo` del flujo. Para hacerlo, seleccione el :guilabel:`ID` "
|
|
"predeterminado de la primera parte de la segunda ecuación de filtro y baje "
|
|
"(o busque) la opción :guilabel:`etapa` del menú desplegable de campos."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75
|
|
msgid ""
|
|
"Once again, leave the second portion of the filter equation on :guilabel:`= "
|
|
"(equal sign)`."
|
|
msgstr ""
|
|
"Otra vez, mantenga la segunda parte de la ecuación de filtro como "
|
|
":guilabel:`= (signo de igual)`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77
|
|
msgid ""
|
|
"Lastly, highlight the default value in the third (and final) portion of the "
|
|
"second filter equation and type in :guilabel:`New`. With that completed, "
|
|
"Odoo will only target opportunities that are in the \"New\" stage of the "
|
|
"pipeline."
|
|
msgstr ""
|
|
"Por último, resalte el valor predeterminado en la tercera (y última) parte "
|
|
"de la segunda ecuación de filtro y escriba :guilabel:`nuevo`. Una vez hecho "
|
|
"esto, Odoo solo tendrá por objetivo oportunidades que se encuentren en la "
|
|
"etapa \"nuevo\" del flujo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone
|
|
msgid ""
|
|
"A standard scenario using filters in the Odoo Marketing Automation app."
|
|
msgstr ""
|
|
"Escenario estándar que utiliza filtros en la aplicación Automatización de "
|
|
"marketing de Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86
|
|
msgid ""
|
|
"Scenario #2: Narrow the target down to the event attendees that purchased a "
|
|
"specific ticket"
|
|
msgstr ""
|
|
"Escenario 2: delimitar el objetivo a los asistentes de un evento que "
|
|
"compraron un boleto en específico"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88
|
|
msgid ""
|
|
"While in Edit mode on a campaign template form, 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 ""
|
|
"En el modo de edición de un formulario de plantilla de campaña, seleccione "
|
|
"el campo :guilabel:`objetivo` y haga clic en :guilabel:`buscar más` en el "
|
|
"menú desplegable. Después, baje (o busque) la opción :guilabel:`evento` y "
|
|
"selecciónela."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92
|
|
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 ""
|
|
"A continuación, haga clic en :guilabel:`agregar filtro` en el campo "
|
|
":guilabel:`filtro`. Haga clic en la opción predeterminada de filtro "
|
|
":guilabel:`ID` en la primera parte de la ecuación de filtro. Hacerlo abre un"
|
|
" menú desplegable de opciones de filtro. En este menú desplegable, baje (o "
|
|
"busque) la opción :guilabel:`evento`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97
|
|
msgid ""
|
|
"Click the the default :guilabel:`= (equal sign)` in the second portion of "
|
|
"the filter equation. This reveals a drop-down menu. On this menu, select "
|
|
":guilabel:`contains`."
|
|
msgstr ""
|
|
"Haga clic en el valor predeterminado :guilabel:`= (signo de igual)` en la "
|
|
"segunda parte de la ecuación de filtro. Esto abre un menú desplegable, "
|
|
"seleccione la opción :guilabel:`contiene`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100
|
|
msgid ""
|
|
"In the third (and final) empty portion of the filter equation, type in the "
|
|
"name of the event(s) that you would like Odoo to consider for this campaign "
|
|
"filter."
|
|
msgstr ""
|
|
"En la tercera (y última) parte vacía de la ecuación de filtro escriba el "
|
|
"nombre del evento o eventos que quiere que Odoo considere en este filtro de "
|
|
"campaña."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106
|
|
msgid ""
|
|
"The second node will focus on targeting this campaign to attendees who "
|
|
"purchase a specific type of ticket to the aforementioned event(s) in the "
|
|
"first filter equation. 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 ""
|
|
"El segundo nodo se enfocará en dirigir esta campaña a los asistentes que "
|
|
"compraron un tipo de boleto en específico al evento o eventos antes "
|
|
"mencionados en la primera ecuación de filtro. Para hacerlo, seleccione el "
|
|
":guilabel:`ID` predeterminado de la primera porción de la segunda ecuación "
|
|
"de filtro, y baje (o busque) :guilabel:`Boleto del evento` en el menú "
|
|
"desplegable. Posteriormente, en ese mismo menú, seleccione "
|
|
":guilabel:`Nombre`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112
|
|
msgid ""
|
|
"Once again, click the the default :guilabel:`= (equal sign)` in the second "
|
|
"portion of the filter equation, and select :guilabel:`contains`."
|
|
msgstr ""
|
|
"Vuelva a hacer clic en el default :guilabel:`= (signo de igual)` en la "
|
|
"segunda porción de la ecuación de filtro, y seleccione :guilabel:`contiene`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115
|
|
msgid ""
|
|
"Lastly, in the third (and final) portion of the second filter equation, "
|
|
"which will be 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 ""
|
|
"Por último, en la tercera (y última) porción de la segunda ecuación de "
|
|
"filtro, la cual estará en blanco, escriba el nombre del tipo de boleto que "
|
|
"se debe usar en el filtro. En este caso el nombre del tipo de boleto de "
|
|
"evento para este filtro es :guilabel:`Estándar`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rstNone
|
|
msgid "An event ticket filter in the Odoo Marketing Automation application."
|
|
msgstr ""
|
|
"Un filtro de boleto de evento en la aplicación de Automatización de "
|
|
"marketing de Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3
|
|
msgid "Testing and running a campaign"
|
|
msgstr "Probar y ejecutar una campaña"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5
|
|
msgid ""
|
|
"Odoo gives users the ability to test marketing campaigns (and mailings) "
|
|
"before officially running them."
|
|
msgstr ""
|
|
"Odoo permite a sus usuarios probar sus campañas y correos de marketing antes"
|
|
" de ponerlas en ejecución."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8
|
|
msgid ""
|
|
"First, open the :guilabel:`Marketing Automation` application and click on a "
|
|
"campaign. Make sure the campaign already has activities configured on it (or"
|
|
" build a campaign by following the directions here on :doc:`this "
|
|
"documentation <workflow_activities>`). To start a test, click the "
|
|
":guilabel:`Launch a Test` button at the top of the template form."
|
|
msgstr ""
|
|
"Primero, entre a la aplicación de :guilabel:`Automatización de marketing` y "
|
|
"haga clic en una campaña. Asegúrese de que la camapaña ya tenga actividades "
|
|
"configuradas (o cree una campaña con las instrucciones de :doc:`este "
|
|
"documento <workflow_activities>`). Para empezar una prueba, haga clic en el "
|
|
"botón de :guilabel:`Comenzar una prueba` en la parte superior del formulario"
|
|
" de la plantilla."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone
|
|
msgid "Launch a test button in Odoo Marketing Automation."
|
|
msgstr ""
|
|
"Botón de Comenzar una prueba en la aplicación de Automatización de marketing"
|
|
" de Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17
|
|
msgid ""
|
|
"When clicked, a pop-up window appears. In the dropdown field choose a "
|
|
"specific record to run the test on, or create a brand new record by clicking"
|
|
" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and"
|
|
" then click the :guilabel:`Create` button."
|
|
msgstr ""
|
|
"Aparece una ventana emergente cuando hace clic en él. En el campo "
|
|
"desplegable, elija un registro específico en el que realizar la prueba, o "
|
|
"cree un nuevo registro al hacer clic en el enlace de :guilabel:`Buscar "
|
|
"más...` en la parte inferior del menú desplegable, y haga clic en el botón "
|
|
"de :guilabel:`Crear`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21
|
|
msgid ""
|
|
"Once the record is selected, click :guilabel:`Continue`, and Odoo will "
|
|
"redirect to the campaign test page."
|
|
msgstr ""
|
|
"Una vez que seleccione el registro, haga clic en :guilabel:`Continuar` y "
|
|
"Odoo lo redireccionará a la página de prueba de la campaña."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone
|
|
msgid "Test screen in Odoo Marketing Automation."
|
|
msgstr ""
|
|
"Pantalla de prueba en la aplicación de Automatización de marketing de Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:28
|
|
msgid ""
|
|
"Here, the name of the :guilabel:`Record` being tested is visible, along with"
|
|
" the precise time this test workflow was started. Beneath that is the first "
|
|
"activity (or activities) in the workflow."
|
|
msgstr ""
|
|
"Aquí se puede ver el nombre del :guilabel:`registro` al que se realiza la "
|
|
"prueba, junto con la hora exacta en la que se inició el flujo de trabajo de "
|
|
"prueba. Debajo se encuentran la primera actividad (o actividades) en el "
|
|
"flujo de trabajo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31
|
|
msgid ""
|
|
"To start a test, click the :guilabel:`Run` icon beside the first activity in"
|
|
" the workflow. When clicked, the page will reload, and Odoo will show the "
|
|
"various results (and analytics) connected to that specific activity."
|
|
msgstr ""
|
|
"Para iniciar una prueba, haga clic en el icono de :guilabel:`Ejecutar` que "
|
|
"se encuentra junto a la primera actividad del flujo de trabajo. Al hacer "
|
|
"clic en él, la página volverá a cargar y Odoo le mostrará los varios "
|
|
"resultados (y datos analíticos) relacionados con esa actividad en "
|
|
"específico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rstNone
|
|
msgid "Workflow test progress in Odoo Marketing Automation."
|
|
msgstr ""
|
|
"Progreso de prueba del flujo de trabajo en la aplicación de Automatización "
|
|
"de marketing de Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39
|
|
msgid ""
|
|
"Once all the workflow activities are completed, the test will end and be "
|
|
"moved to the :guilabel:`Completed` stage. To stop a test before all the "
|
|
"workflow activities are completed, click the :guilabel:`Stop` button."
|
|
msgstr ""
|
|
"Una vez que se completen todas las actividades del flujo de trabajo, la "
|
|
"prueba terminará y se moverá a la etapa de :guilabel:`Completado`. Para "
|
|
"detener una prueba antes de completar todas las actividades del flujo de "
|
|
"trabajo, haga clic en el botón de :guilabel:`Detener`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3
|
|
msgid "Marketing activities"
|
|
msgstr "Actividades de marketing"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5
|
|
msgid ""
|
|
"When creating a campaign in the :guilabel:`Marketing Automation` app, users "
|
|
"can plan marketing activities such as email or SMS campaigns. To get "
|
|
"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add"
|
|
" New Activity`. A blank activity template will appear where parameters can "
|
|
"be set for that specific activity."
|
|
msgstr ""
|
|
"Al crear una campaña en la aplicación de :guilabel:`Automatización de "
|
|
"marketing`, los usuarios pueden planear actividades de marketing como "
|
|
"campañas por correo electrónico o por SMS. Para empezar, vaya al área de "
|
|
":guilabel:`Flujo de trabajo` y haga clic en :guilabel:`Agregar nueva "
|
|
"actividad`. Aparecerá una plantilla de actividad en blanco en la que puede "
|
|
"establecer los parámetros de esta actividad específica."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10
|
|
msgid ""
|
|
"When :guilabel:`Add New Activity` is selected, a blank activity template "
|
|
"will appear with the following customizable fields:"
|
|
msgstr ""
|
|
"Cuando selecciona :guilabel:`Agregar nueva actividad`, aparecerá una "
|
|
"plantilla de actividad en blanco con los siguientes campos personalizables:"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone
|
|
msgid "An activity template in Odoo Marketing Automation."
|
|
msgstr ""
|
|
"Una plantilla de actividad en la aplicación de Automatización de marketing "
|
|
"de Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17
|
|
msgid ":guilabel:`Activity Name`: the title of the activity."
|
|
msgstr ":guilabel:`Nombre de la actividad`: es el título de la actividad."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18
|
|
msgid ""
|
|
":guilabel:`Activity Type`: choose between Email, Server Action (internal "
|
|
"Odoo operation), or SMS."
|
|
msgstr ""
|
|
":guilabel:`Tipo de actividad`: elija entre Correo electrónico, Acción del "
|
|
"servidor (operación interna de Odoo), o SMS."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19
|
|
msgid ""
|
|
":guilabel:`Mail Template`: choose from pre-configured templates (or create a"
|
|
" new one on-the-fly)."
|
|
msgstr ""
|
|
":guilabel:`Plantilla de correo`: elija una de las plantillas preconfiguradas"
|
|
" (o cree una nueva en el momento)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20
|
|
msgid ":guilabel:`Trigger`: choose when this activity should be triggered."
|
|
msgstr ":guilabel:`Activador`: elija cuando se debe activar esta actividad."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21
|
|
msgid ""
|
|
":guilabel:`Expiry Duration`: configure to stop the actions after a specific "
|
|
"amount of time (after the scheduled date). When selected, a "
|
|
":guilabel:`Cancel after` field appears, in which the user can choose how "
|
|
"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to "
|
|
"cease after the initial date."
|
|
msgstr ""
|
|
":guilabel:`Duración de vencimiento`: configúrelo para detener las acciones "
|
|
"después de una cantidad específica de tiempo (después de la fecha "
|
|
"programada). Cuando se selecciona, aparece un campo de :guilabel:`Cancelar "
|
|
"después`, en el que el usuario puede elegir después de cuántas "
|
|
":guilabel:`horas, días, semanas o meses` posteriores a la fecha inicial "
|
|
"quieren detener las acciones."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25
|
|
msgid ""
|
|
":guilabel:`Activity Filter`: domain related to this activity (and all "
|
|
"subsequent Child Activities)."
|
|
msgstr ""
|
|
":guilabel:`Filtro de actividad`: dominio relacionado con esta actividad (y "
|
|
"todas las subsecuentes actividades hijas)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27
|
|
msgid ""
|
|
":guilabel:`Applied Filter`: activity will *only* be performed if it "
|
|
"satisfies the specified domain (filter)."
|
|
msgstr ""
|
|
":guilabel:`Filtro activado`: la actividad se realizará *solo* si cumple con "
|
|
"el dominio especificado (filtro)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30
|
|
msgid ""
|
|
"After the activity's settings are fully configured, click :guilabel:`Save & "
|
|
"Close` to finish creating the activity."
|
|
msgstr ""
|
|
"Una vez que termine de configurar los ajustes de la actividad, haga clic en "
|
|
":guilabel:`Guardar y cerrar` para finalizar la creación de la actividad."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34
|
|
msgid "Workflow activity"
|
|
msgstr "Actividad del flujo de trabajo"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36
|
|
msgid ""
|
|
"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where "
|
|
"each activity will be shown as a graph by default. The configured trigger "
|
|
"time for that activity can be found to the left of the :guilabel:`Workflow "
|
|
"Activity` card."
|
|
msgstr ""
|
|
"Una vez guardada, la :guilabel:`actividad del flujo de trabajo` aparecerá en"
|
|
" Odoo, en donde cada actividad se muestra como un gráfico de forma "
|
|
"predeterminada. Puede consultar el tiempo activador configurado para esa "
|
|
"actividad en la tarjeta de :guilabel:`Actividad del flujo de trabajo` que se"
|
|
" encuentra a la izquierda."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40
|
|
msgid ""
|
|
"In the :guilabel:`Workflow Activity` section, there is also the number of "
|
|
"activities that are successful or rejected. The :guilabel:`Success` and "
|
|
":guilabel:`Rejected` numbers are color-coded in the graph for easy reference"
|
|
" (in green and red, respectively)."
|
|
msgstr ""
|
|
"En la sección de :guilabel:`Actividad del flujo de trabajo` también está el "
|
|
"número de actividades que se realizaron con éxito o fueron rechazadas. El "
|
|
"número de :guilabel:`Éxitos` y :guilabel:`Rechazos` están codificados por "
|
|
"color en el gráfico para facilitar la consulta (son verdes y rojos, "
|
|
"respectivamente)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rstNone
|
|
msgid "Typical workflow activity in Odoo Marketing Automation."
|
|
msgstr ""
|
|
"Actividad de flujo de trabajo normal en la aplicación de Automatización de "
|
|
"marketing de Odoo."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49
|
|
msgid ""
|
|
"If the :guilabel:`Activity Type` of the activity is set to "
|
|
":guilabel:`Email`, there are more in-depth analytics beneath the "
|
|
":guilabel:`Workflow Activity` data detailing how many emails have been "
|
|
":guilabel:`Sent`, and what percentage of those have been "
|
|
":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`."
|
|
msgstr ""
|
|
"Si el :guilabel:`tipo de actividad` se establece como :guilabel:`Correo "
|
|
"electrónico`, puede consultar datos analíticos más detallados en la "
|
|
":guilabel:`Actividad del flujo de trabajo`, incluyendo cuántos correos ha "
|
|
":guilabel:`enviado` y la tasa de :guilabel:`clics`, :guilabel:`respuestas` y"
|
|
" :guilabel:`devueltos`."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55
|
|
msgid "Child activities"
|
|
msgstr "Actividades hijas"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57
|
|
msgid ""
|
|
"Odoo also has the option to :guilabel:`Add Child Activity`. *Child "
|
|
"Activities* are sub-activities that are connected to (and triggered by) the "
|
|
"activity above it, which is also known as its *Parent Activity*."
|
|
msgstr ""
|
|
"Odoo da la opción de :guilabel:`Agregar actividades hijas`. Las *actividades"
|
|
" hijas* son subactividades están conectadas con (y son activadas por) una "
|
|
"actividad anterior, la que se conoce como su *actividad padre*."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61
|
|
msgid ""
|
|
"Odoo provides a number of triggering options to launch a :guilabel:`Child "
|
|
"Activity` - all of which depend on the trigger configurations related to the"
|
|
" parent activity. Under the desired parent activity, hover over "
|
|
":guilabel:`Add child activity`, and select the trigger:"
|
|
msgstr ""
|
|
"Odoo proporciona varias opciones activadores para iniciar una "
|
|
":guilabel:`actividad hija`, y todas dependen de la configuración de "
|
|
"activadores de la actividad padre. Vaya a la actividad padre que desea, "
|
|
"coloque su puntero sobre :guilabel:`Agregar actividad hija` y seleccione el "
|
|
"activador:"
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65
|
|
msgid ":guilabel:`Add Another Activity`: instantly add another activity."
|
|
msgstr ""
|
|
":guilabel:`Agregar otra actividad`: agrega otra actividad de forma "
|
|
"instantánea."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66
|
|
msgid ""
|
|
":guilabel:`Opened`: the next activity will be triggered if the (email) "
|
|
"recipient opens the mailing."
|
|
msgstr ""
|
|
":guilabel:`Abierto`: la próxima actividad se activa si el destinatario abre "
|
|
"el correo electrónico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68
|
|
msgid ""
|
|
":guilabel:`Not Opened`: the next activity will be triggered if the recipient"
|
|
" does not open the mailing."
|
|
msgstr ""
|
|
":guilabel:`No abierto`: la siguiente actividad se activa si el destinatario "
|
|
"no abre el correo electrónico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70
|
|
msgid ""
|
|
":guilabel:`Replied`: the next activity will be triggered if the recipient "
|
|
"replies to the mailing."
|
|
msgstr ""
|
|
":guilabel:`Contestado`: la siguiente actividad se activa si el destinatario "
|
|
"contesta al correo electrónico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71
|
|
msgid ""
|
|
":guilabel:`Not Replied`: the next activity will be triggered if the "
|
|
"recipient does not reply to the mailing."
|
|
msgstr ""
|
|
":guilabel:`No contestado`: la siguiente actividad se activará si el "
|
|
"destinatario no contesta al correo electrónico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73
|
|
msgid ""
|
|
":guilabel:`Clicked`: the next activity will be triggered if the recipient "
|
|
"clicks on a link included in the mailing."
|
|
msgstr ""
|
|
":guilabel:`Seleccionado`: la siguiente actividad se activará si el "
|
|
"destinatario hace clic en un enlace incluido en el correo electrónico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75
|
|
msgid ""
|
|
":guilabel:`Not Clicked`: the next activity will be triggered if the "
|
|
"recipient does not click on a link included in the mailing."
|
|
msgstr ""
|
|
":guilabel:`No seleccionado`: la siguiente actividad se activará si el "
|
|
"destinatario no hace clic en un enlace incluido en el correo electrónico."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77
|
|
msgid ""
|
|
":guilabel:`Bounced`: the next activity will be triggered if the mailing is "
|
|
"bounced (not sent)."
|
|
msgstr ""
|
|
":guilabel:`Devuelto`: la siguiente actividad se activará si el correo "
|
|
"electrónico fue devuelto (no lo recibió)."
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79
|
|
msgid ""
|
|
"Once a trigger is selected, the user can configure the child activity (it "
|
|
"has the same configuration options as a regular activity) and click "
|
|
":guilabel:`Save & Close`` to finish creating the child activity."
|
|
msgstr ""
|
|
"Una vez que seleccione un activador, el usuario puede configurar la "
|
|
"actividad hija (tiene las mismas opciones de configuración que una actividad"
|
|
" normal) y hacer clic en :guilabel:`Guardar y cerrar`` para terminar la "
|
|
"creación de la actividad hija."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing.rst:8
|
|
msgid "SMS Marketing"
|
|
msgstr "Marketing por SMS"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing.rst:5
|
|
msgid "Pricing and FAQ"
|
|
msgstr "Precios y preguntas frecuentes"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:5
|
|
msgid "SMS Pricing and FAQ"
|
|
msgstr "Precios de SMS y preguntas frequentes"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:8
|
|
msgid "What do I need to send SMSs?"
|
|
msgstr "¿Qué necesito para enviar SMS?"
|
|
|
|
#: ../../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 ""
|
|
"Los mensajes SMS son un servicio que compra dentro de la aplicación que "
|
|
"requiere *créditos prepagados* para funcionar."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:13
|
|
msgid "How many types of SMSs are there?"
|
|
msgstr "¿Cuántos tipos de SMS hay?"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:15
|
|
msgid "There are 2 types: GSM7 and UNICODE."
|
|
msgstr "Hay dos tipos: GSM7 y UNICODE."
|
|
|
|
#: ../../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 ""
|
|
"**GSM7** es el formato estándar que tiene un límite de 160 caracteres por "
|
|
"mensaje, esto incluye los siguientes caracteres:"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rstNone
|
|
msgid "GSM7 characters available in Odoo SMS Marketing."
|
|
msgstr ""
|
|
"Caracteres GSM7 disponibles en la aplicación Marketing por SMS de Odoo."
|
|
|
|
#: ../../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 ""
|
|
"**UNICODE** es el formato aplicado si se usa un carácter especial que no "
|
|
"está en la lista GSM7. El límite por SMS de caracteres es de 70."
|
|
|
|
#: ../../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 ""
|
|
"Para SMS con GSM7 el límite de caracteres es de 160 y para Unicode es de 70."
|
|
" *Si sobrepasa estos límites, el contenido se divide en varios mensajes* y "
|
|
"el límite de caracteres disminuye a 153 para GSM7 y 67 para Unicode. El "
|
|
"sistema le informará en tiempo real sobre el número de SMS en los que se "
|
|
"dividirá su mensaje."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:34
|
|
msgid "How much does it cost to send an SMS?"
|
|
msgstr "¿Cuánto cuesta enviar un SMS?"
|
|
|
|
#: ../../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 ""
|
|
"El precio de un SMS depende del destinatario y la longitud (número de "
|
|
"caracteres) del mensaje. Puede consultar el **precio por país** en `Odoo SMS"
|
|
" - Preguntas frecuentes <https://iap-"
|
|
"services.odoo.com/iap/sms/pricing#sms_faq_01>`_."
|
|
|
|
#: ../../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 ""
|
|
"El número de SMS en los que se divide un mensaje siempre estará disponible "
|
|
"en la base de datos."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rstNone
|
|
msgid ""
|
|
"Number of GSM7 characters that fit in an SMS message in Odoo SMS Marketing."
|
|
msgstr ""
|
|
"Número de caracteres GSM7 que caben en un mensaje de SMS en la aplicación "
|
|
"Marketing por SMS de Odoo."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:47
|
|
msgid "How to buy credits"
|
|
msgstr "Cómo comprar créditos"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:49
|
|
msgid "Go to :menuselection:`Settings --> Buy Credits`."
|
|
msgstr "Vaya a :menuselection:`Ajustes --> Comprar créditos`."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rstNone
|
|
msgid "Buying credits for SMS Marketing in Odoo settings."
|
|
msgstr ""
|
|
"Compra de créditos para la aplicación de Marketing por SMS en los ajustes de"
|
|
" Odoo."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:55
|
|
msgid "Or go to :menuselection:`Settings --> View my Services`."
|
|
msgstr "O vaya a :menuselection:`Ajustes --> Ver mis servicios`."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rstNone
|
|
msgid "Using Odoo IAP to recharge credits for SMS Marketing in Odoo settings."
|
|
msgstr ""
|
|
"Uso de Odoo IAP para recargar créditos de marketing por SMS en los ajustes "
|
|
"de Odoo."
|
|
|
|
#: ../../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 ""
|
|
" se está utilizando Odoo en línea (Saas), junto con la versión Enterprise, "
|
|
"están disponibles créditos de prueba gratuitos para probar la función."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:66
|
|
msgid "More common questions"
|
|
msgstr "Preguntas más comunes"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "**Is there an expiration time for my credits?**"
|
|
msgstr "**¿Hay un plazo de caducidad para mis créditos?**"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "No, credits do not expire."
|
|
msgstr "No, los créditos no caducan."
|
|
|
|
#: ../../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 ""
|
|
"**¿Puedo enviar un SMS a un número de teléfono fijo (no un teléfono celular)"
|
|
" porque veo el icono en frente del campo “Teléfono”?**"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "Only if that phone number supports SMS (e.g. SIP phones)."
|
|
msgstr ""
|
|
"Solo si ese número de teléfono es compatible con los SMS (por ejemplo, los "
|
|
"teléfonos SIP)"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "**Do I receive an invoice to buy my credits?**"
|
|
msgstr "**¿Recibo una factura al comprar mis créditos?**"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "Yes."
|
|
msgstr "Sí."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "**Can the recipient answer me?**"
|
|
msgstr "**¿El destinatario puede responderme?**"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "No, it is not possible to reply to the SMS."
|
|
msgstr "No, no es posible responder los SMS."
|
|
|
|
#: ../../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 ""
|
|
"**¿Qué pasa si envío varios SMS a la vez, pero no tengo suficientes créditos"
|
|
" para enviarlos todos? **"
|
|
|
|
#: ../../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 ""
|
|
"Múltiples comunicaciones SMS a la vez se cuentan como una sola transacción, "
|
|
"por lo que no se enviará ningún mensaje hasta que haya suficientes créditos "
|
|
"para enviarlos todos."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "**Do I have a history of the sent SMSs?**"
|
|
msgstr "**¿Tengo un historial de SMS enviados?**"
|
|
|
|
#: ../../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 ""
|
|
"Un historial de los SMS enviados, junto con toda la información pertinente "
|
|
"relacionada con los contactos a quienes se les envió (y el mensaje), se "
|
|
"puede encontrar en la columna :guilabel:`Enviado` del tablero principal de "
|
|
":guilabel:`Marketing por SMS` (mientras se encuentra en la vista "
|
|
":guilabel:`kanban`)."
|
|
|
|
#: ../../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 ""
|
|
"Para obtener información más detallada, seleccione el SMS que desee en el "
|
|
"tablero principal (en la vista :guilabel:`kanban` y haga clic en cualquiera "
|
|
"de los enlaces en el banner azul sobre el formulario de detalles de SMS para"
|
|
" obtener más información."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "**Can I send as many SMSs I want at once?**"
|
|
msgstr "**¿Puedo enviar tantos SMS como quiera a la vez?**"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "Yes, if you have enough credits."
|
|
msgstr "Sí, si tiene suficientes créditos."
|
|
|
|
#: ../../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 ""
|
|
"**Si se envía un SMS a un número que no existe en la lista de destinatarios,"
|
|
" ¿se perderán créditos?**"
|
|
|
|
#: ../../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 ""
|
|
"No, no si el número telefónico tiene un formato incorrecto (por ejemplo, "
|
|
"demasiados dígitos). Sin embargo, si el SMS se envía a la persona equivocada"
|
|
" (o a un número falso), el crédito para ese SMS se perderá."
|
|
|
|
#: ../../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 ""
|
|
"**¿Qué pasa si envío mi SMS a un número de pago (por ejemplo, un concurso "
|
|
"para ganar boletos a un festival)?**"
|
|
|
|
#: ../../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 ""
|
|
"El SMS no será entregado a ese tipo de número, por lo que no se realizarán "
|
|
"cargos."
|
|
|
|
#: ../../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 ""
|
|
"**¿Puedo identificar los números que no existen cuando envío varios SMS?**"
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "Only the ones that have an invalid format."
|
|
msgstr "Solo los que tienen un formato inválido."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "**How does the GDPR regulation affect this service?**"
|
|
msgstr ""
|
|
"**¿Cómo afecta el Reglamento General de Protección de Datos a este "
|
|
"servicio?**"
|
|
|
|
#: ../../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 ""
|
|
"Consulte nuestras `Políticas de privacidad aquí "
|
|
"<https://iap.odoo.com/privacy#sms>`__."
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
|
msgid "**Can I use my own SMS provider?**"
|
|
msgstr "**¿Puedo usar mi propio proveedor de SMS?**"
|
|
|
|
#: ../../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 ""
|
|
"Sí, pero no es posible hacer uso de esta función de inmediato. Los expertos "
|
|
"de Odoo pueden ayudar a personalizar una base de datos para permitir el uso "
|
|
"de un proveedor personal de SMS. Consulte nuestros paquetes de éxito `aquí "
|
|
"<https://www.odoo.com/pricing-packs>`_."
|
|
|
|
#: ../../content/applications/marketing/surveys.rst:8
|
|
msgid "Surveys"
|
|
msgstr "Encuestas"
|
|
|
|
#: ../../content/applications/marketing/surveys.rst:11
|
|
msgid "`Odoo Tutorials: Surveys <https://www.odoo.com/slides/surveys-62>`_"
|
|
msgstr ""
|
|
"`Tutoriales de Odoo: Encuestas <https://www.odoo.com/slides/surveys-62>`_"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview.rst:5
|
|
msgid "Overview"
|
|
msgstr "Información general"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:3
|
|
msgid "Survey essentials"
|
|
msgstr "Fundamentos de las encuestas"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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 ""
|
|
"Las empresas utilizan con frecuencia encuestas para recolectar información "
|
|
"valiosa de sus clientes y empleados, lo que les permite tomar decisiones "
|
|
"empresariales informadas."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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 ""
|
|
"En Odoo las encuestas se utilizan para recolectar la retroalimentación de "
|
|
"los clientes, evaluar el éxito de eventos recientes, medir la satisfacción "
|
|
"de los clientes (o empleados) y obtener mayor información sobre los cambios "
|
|
"de opinión en el mercado. "
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:13
|
|
msgid "Getting started"
|
|
msgstr "Empezando"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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 ""
|
|
"Para empezar, acceda a la aplicación :guilabel:`Encuestas` y haga clic en "
|
|
":guilabel:`Crear`. Odoo lo redireccionará a un formulario de plantilla de "
|
|
"encuesta en blanco."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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 ""
|
|
"En el formulario de la encuesta agregue el :guilabel:`título de la encuesta`"
|
|
" y también puede agregar una imagen de portada si coloca el ratón sobre el "
|
|
"icono de foto y hace clic en el icono de :guilabel:`editar (lápiz)`. Cuando "
|
|
"se abra la ventana del navegador de archivos, elija una imagen de sus "
|
|
"computadora."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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 ""
|
|
"Debajo del :guilabel:`título de la encuesta` se encuentran varias pestañas "
|
|
"en las cuales se pueden crear y personalizar las preguntas y el formato de "
|
|
"la encuesta. Estas pestañas tienen los siguientes nombres:"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:25
|
|
msgid ":guilabel:`Questions`: the list of questions to be asked in the survey"
|
|
msgstr ""
|
|
":guilabel:`Preguntas`: la lista de preguntas que se incluirán en la "
|
|
"encuesta."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:26
|
|
msgid ""
|
|
":guilabel:`Description`: contextual information to aid in understanding the "
|
|
"survey"
|
|
msgstr ""
|
|
":guilabel:`Descripción`: información contextual para mejorar la comprensión "
|
|
"de la encuesta."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:27
|
|
msgid ""
|
|
":guilabel:`Options`: choices for survey respondents to answer the questions"
|
|
msgstr ""
|
|
":guilabel:`Opciones`: los ajustes de las preguntas y el puntaje de la "
|
|
"encuesta."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rstNone
|
|
msgid "Various tabs that can be found on the survey template page."
|
|
msgstr ""
|
|
"Las distintas pestañas que se pueden encontrar en una plantilla de encuesta."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:34
|
|
msgid "Questions tab"
|
|
msgstr "Pestaña de preguntas"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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 ""
|
|
"En la pestaña de :guilabel:`preguntas` puede agregar preguntas y secciones a"
|
|
" la encuesta. Las secciones dividen la encuesta en distintas partes para "
|
|
"agrupar preguntas similares. Para crear una sección, haga clic en "
|
|
":guilabel:`agregar una sección` y escriba el nombre de la sección. "
|
|
"Posteriormente, agregue preguntas o arrástrelas y suéltelas en las "
|
|
"secciones."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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 ""
|
|
"Hacer clic en :guilabel:`Agregar una pregunta` abre la ventana emergente "
|
|
":guilabel:`crear secciones y preguntas` para crear y personalizar las "
|
|
"preguntas de la encuesta."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rstNone
|
|
msgid "The survey question pop-up window."
|
|
msgstr "La ventana emergente de preguntas de la encuesta."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:49
|
|
msgid "Create questions"
|
|
msgstr "Crear preguntas"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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 ""
|
|
"En la ventana emergente :guilabel:`crear secciones y preguntas` escriba la "
|
|
"pregunta en el campo :guilabel:`pregunta`. Después, elija el :guilabel:`tipo"
|
|
" de pregunta`. En la ventana de vista previa puede ver cómo se ve el tipo de"
|
|
" pregunta."
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:55
|
|
msgid "Choose from the following :guilabel:`Question Types`:"
|
|
msgstr "Elija uno de los siguientes :guilabel:`tipos de preguntas`:"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:57
|
|
msgid ":guilabel:`Multiple Lines Text Box`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:58
|
|
msgid ":guilabel:`Single Line Text Box`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:59
|
|
msgid ":guilabel:`Numerical Value`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:60
|
|
msgid ":guilabel:`Date`"
|
|
msgstr ":guilabel:`Fecha`"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:61
|
|
msgid ":guilabel:`Datetime`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:62
|
|
msgid ":guilabel:`Multiple choice: only one answer`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:63
|
|
msgid ":guilabel:`Multiple choice: multiple answers allowed`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:64
|
|
msgid ":guilabel:`Matrix`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/create.rst:72
|
|
msgid "Create sections and questions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/create.rst:81
|
|
msgid ""
|
|
"For example, in the :guilabel:`Options` tab, the following options may "
|
|
"appear:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:83
|
|
msgid ":guilabel:`Mandatory Answer`: the question must be answered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/create.rst:86
|
|
msgid ":guilabel:`Number of columns`: select how many columns are displayed."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:87
|
|
msgid ":guilabel:`Images on answers`: allow images on the answer options."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/create.rst:90
|
|
msgid ""
|
|
":guilabel:`Show Comments Field`: allow the participant to type a comment in "
|
|
"a text box."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:91
|
|
msgid ""
|
|
":guilabel:`Question Time Limit`: for live session surveys, set a time limit "
|
|
"for the question."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:94
|
|
msgid "Conditional Display"
|
|
msgstr "Visualización condicional"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/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/overview/create.rst:106
|
|
msgid "Options tab"
|
|
msgstr "Pestaña de opciones"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/create.rst:111
|
|
msgid "The sections include:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:113
|
|
msgid ""
|
|
":guilabel:`Questions`: focuses on the overall presentation of the survey"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:114
|
|
msgid ":guilabel:`Scoring`: decides how the survey is scored"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:115
|
|
msgid ":guilabel:`Candidates`: manages access to the survey"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:116
|
|
msgid ""
|
|
":guilabel:`Live Session`: enables the survey into a real-time group "
|
|
"activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:119
|
|
msgid "Questions"
|
|
msgstr "Cuestionario"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:121
|
|
msgid ""
|
|
"First, select the :guilabel:`Layout` of the survey. The following options "
|
|
"can be chosen:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:123
|
|
msgid ":guilabel:`One page with all the questions`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:124
|
|
msgid ":guilabel:`One page per section`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:125
|
|
msgid ":guilabel:`One page per question`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/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/overview/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/overview/create.rst:144
|
|
#: ../../content/applications/marketing/surveys/overview/scoring.rst:56
|
|
msgid ":doc:`time_random`"
|
|
msgstr ":doc:`time_random`"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:147
|
|
msgid "Scoring"
|
|
msgstr "Puntuación"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:149
|
|
msgid ""
|
|
"The following options are available when deciding how a :guilabel:`Scoring` "
|
|
"method:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:151
|
|
msgid ":guilabel:`No scoring`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:152
|
|
msgid ":guilabel:`Scoring with answers at the end`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:153
|
|
msgid ":guilabel:`Scoring without answers at the end`"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/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/overview/create.rst:169
|
|
#: ../../content/applications/marketing/surveys/overview/time_random.rst:48
|
|
msgid ":doc:`scoring`"
|
|
msgstr ":doc:`scoring`"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/create.rst:172
|
|
msgid "Candidates"
|
|
msgstr "Candidatos"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/create.rst:182
|
|
msgid "Live Session"
|
|
msgstr "Sesión en vivo"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/create.rst:193
|
|
msgid "Description tab"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/create.rst:200
|
|
msgid "Test and share the survey"
|
|
msgstr "Probar y compartir la encuesta"
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/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/overview/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/overview/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/overview/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/overview/scoring.rst:3
|
|
msgid "Scoring surveys"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/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/overview/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/overview/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/overview/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/overview/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/overview/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/overview/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/overview/scoring.rstNone
|
|
msgid ""
|
|
"Setting the Required Score (percentage), login required, and certification "
|
|
"template."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/scoring.rstNone
|
|
msgid "Example of how a badge looks on the eLearning portion of the website."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/time_random.rst:3
|
|
msgid "Timed and randomized questions"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/time_random.rst:9
|
|
msgid "Time limit"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/time_random.rstNone
|
|
msgid "Time limit field in the options tab of a survey template form."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/time_random.rst:31
|
|
msgid "Randomized selection"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/surveys/overview/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/overview/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/overview/time_random.rstNone
|
|
msgid "Randomized question count in the questions tab of a survey."
|
|
msgstr ""
|