1106 lines
62 KiB
Plaintext
1106 lines
62 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-01-31 10:29+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../content/applications/marketing.rst:5
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msgid "Marketing"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation.rst:8
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3
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msgid "Marketing Automation"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation.rst:11
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#: ../../content/applications/marketing/sms_marketing.rst:11
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msgid "`Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced.rst:5
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msgid "Advanced"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3
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msgid "Understanding metrics"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:5
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9
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msgid "Consider the following example:"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:None
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msgid "An example of a marketing automation campaign in Odoo."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:15
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:19
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:None
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msgid "Lead generation filters used to refine records on marketing automation campaigns in Odoo."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:27
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:33
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:None
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msgid "Difference between real-time record count and total participants on a markeing campaign."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:45
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:50
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:54
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:59
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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.)"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0
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msgid "A relevant targeting filter that applies to a type of individual activity."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66
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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`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:None
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msgid "Overview showing participants who do or do not match filtering criteria on an activity."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:75
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msgid "Hovering over the graph, Odoo displays the number of successful and rejected participants, per day, over the last 15 days."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:79
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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`)."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5
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msgid "Getting Started"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11
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msgid "Create a campaign"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:13
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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:"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:None
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msgid "A dashboard showing the creation of a new marketing automation campaign in Odoo."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:21
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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)."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:23
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msgid ":guilabel:`SMS`: represents the number of personalized SMS messages connected to this campaign."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24
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msgid ":guilabel:`Clicks`: represents the number of times attached links have been clicked by recipients of this campaign."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26
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msgid ":guilabel:`Participants`: represents the number of contacts that have directly participated in this campaign."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28
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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.)."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32
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msgid "Campaign filters"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:None
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msgid "A filter node in Odoo Marketing Automation."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:42
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:47
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:51
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msgid "For further information on filters, refer to :doc:`this documentation page <target_audience>`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:54
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msgid ":guilabel:`Records` represent the number of contacts in the system that fit the specified criteria for a campaign."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58
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msgid ":doc:`testing_running`"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59
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msgid ":doc:`workflow_activities`"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3
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msgid "Target an audience"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11
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msgid "Work with target filters"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:None
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:None
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msgid "The drop-down filter menu in the Marketing Automation application."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:20
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24
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msgid "Every time a new branch is created, there are two options:"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26
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msgid "Either the records can match :guilabel:`ALL` criteria for the upcoming rules (an AND statement where all criteria must match)."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29
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msgid "Or, the records can match :guilabel:`ANY` criteria for the upcoming rules (an OR statement where only one of the criteria must match)."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32
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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`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35
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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)`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44
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msgid "Use cases"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46
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msgid "The following scenarios below outline different combinations of filters a marketing campaign might commonly use."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50
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msgid "Scenario #1: Narrow the target down to new opportunities in the pipeline"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56
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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`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61
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msgid "Keep the second portion of the filter equation on the default :guilabel:`= (equal sign)`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103
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msgid "Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to the right of the equation."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75
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msgid "Once again, leave the second portion of the filter equation on :guilabel:`= (equal sign)`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:None
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msgid "A standard scenario using filters in the Odoo Marketing Automation app."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:86
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msgid "Scenario #2: Narrow the target down to the event attendees that purchased a specific ticket"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92
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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`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97
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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`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106
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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`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112
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msgid "Once again, click the the default :guilabel:`= (equal sign)` in the second portion of the filter equation, and select :guilabel:`contains`."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:None
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msgid "An event ticket filter in the Odoo Marketing Automation application."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3
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msgid "Testing and running a campaign"
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5
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msgid "Odoo gives users the ability to test marketing campaigns (and mailings) before officially running them."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:None
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msgid "Launch a test button in Odoo Marketing Automation."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:17
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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."
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msgstr ""
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#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21
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msgid "Once the record is selected, click :guilabel:`Continue`, and Odoo will redirect to the campaign test page."
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msgstr ""
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|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:None
|
||
msgid "Test screen in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:None
|
||
msgid "Workflow test progress in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3
|
||
msgid "Marketing activities"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:None
|
||
msgid "An activity template in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17
|
||
msgid ":guilabel:`Activity Name`: the title of the activity."
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20
|
||
msgid ":guilabel:`Trigger`: choose when this activity should be triggered."
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34
|
||
msgid "Workflow activity"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:None
|
||
msgid "Typical workflow activity in Odoo Marketing Automation."
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55
|
||
msgid "Child activities"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65
|
||
msgid ":guilabel:`Add Another Activity`: instantly add another activity."
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing.rst:8
|
||
msgid "SMS Marketing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing.rst:5
|
||
msgid "Pricing and FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:5
|
||
msgid "SMS Pricing and FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:8
|
||
msgid "What do I need to send SMSs?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:9
|
||
msgid "SMS Text Messaging is an In-App Purchase (IAP) service that *requires prepaid credits* to work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:13
|
||
msgid "How many types of SMSs are there?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:14
|
||
msgid "There are 2 types: GSM7 and UNICODE."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:16
|
||
msgid "**GSM7** is the standard format, with a limit of 160 characters per message, that includes the following characters:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:None
|
||
msgid "GSM7 in Odoo SMS Marketing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:25
|
||
msgid "**UNICODE** is the format applied if a special character, that *is not* in the GSM7 list, is used. Limit per SMS: 70 characters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:29
|
||
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. The system will inform you in real-time about the number of SMS your message represents."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:36
|
||
msgid "How much does it cost to send an SMS?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:37
|
||
msgid "The price of an SMS depends on the destination and the length (number of characters) of the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:39
|
||
msgid "To see the **price per country, please consult**: `Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing#sms_faq_01>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:41
|
||
msgid "The number of SMSs a message represents will be always available to you in your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:None
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:None
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:None
|
||
msgid "SMS pricing and FAQ Odoo SMS Marketing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:51
|
||
msgid "How do I buy credits?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:52
|
||
msgid "Go to :menuselection:`Settings --> Buy Credits`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:59
|
||
msgid "Or go to :menuselection:`Settings --> View my Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:67
|
||
msgid "If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to test the feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:72
|
||
msgid "More common questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:74
|
||
msgid "**Is there an expiration time for my credits?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:76
|
||
msgid "No, credits do not expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:79
|
||
msgid "**Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in front of the field “phone”?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:82
|
||
msgid "Only if that phone number supports SMS (e.g. SIP phones)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:85
|
||
msgid "**Do I receive an invoice to buy my credits?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:87
|
||
msgid "Yes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:90
|
||
msgid "**Can the recipient answer to me?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:92
|
||
msgid "No, it is not possible to reply to the SMS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:95
|
||
msgid "**What happens if I send multiple SMS but I do not have enough credits to send them all?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:97
|
||
msgid "The whole transaction is counted as a single one, so no SMS will be sent until you have enough credits to send them all."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:101
|
||
msgid "**Do I have a history of the sent SMSs?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:103
|
||
msgid "Yes, the SMS is logged as a note under the chatter of the corresponding record, and a complete history of the SMSs sent is available on :ref:`developer mode <developer-mode>` under :menuselection:`Technical --> SMS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:108
|
||
msgid "**Can I send as many SMSs I want at once?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:110
|
||
msgid "Yes, if you have enough credits."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:113
|
||
msgid "**If I have a number that does not exist in the list of recipients, will I lose credits?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:115
|
||
msgid "Not if the phone number is in the wrong format (e.g. too many digits). Otherwise, if the SMS is sent to the wrong person or to a fake number, the credit will be lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:119
|
||
msgid "**What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a festival)?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:121
|
||
msgid "The SMS will not be delivered to that kind of number, so you won’t be charged."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:124
|
||
msgid "**Can I identify the numbers that do not exist when I send several SMSs?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:126
|
||
msgid "Only the ones that have an invalid format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:129
|
||
msgid "**How does the GDPR regulation affect this service?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:131
|
||
msgid "Please find our `Privacy Policy here <https://iap.odoo.com/privacy#sms>`__."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:133
|
||
msgid "**Can I use my own SMS provider?**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:135
|
||
msgid "Yes, but it is not possible out of the box. Our experts can help you customize your database to make it happen. Please, check our success packs `here <https://www.odoo.com/pricing-packs>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:8
|
||
msgid "Surveys"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys.rst:11
|
||
msgid "`Odoo Tutorials: Surveys <https://www.odoo.com/slides/surveys-62>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview.rst:5
|
||
msgid "Overview"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:3
|
||
msgid "Survey essentials"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:13
|
||
msgid "Getting started"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:25
|
||
msgid ":guilabel:`Questions`: the list of questions to be asked in the survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:26
|
||
msgid ":guilabel:`Description`: contextual information to aid in understanding the survey"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:27
|
||
msgid ":guilabel:`Options`: choices for survey respondents to answer the questions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:None
|
||
msgid "Various tabs that can be found on the survey template page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:34
|
||
msgid "Questions tab"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:None
|
||
msgid "The survey question pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:49
|
||
msgid "Create questions"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:55
|
||
msgid "Choose from the following :guilabel:`Question Types`:"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:147
|
||
msgid "Scoring"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../content/applications/marketing/surveys/overview/create.rst:172
|
||
msgid "Candidates"
|
||
msgstr ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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 ""
|
||
|
||
#: ../../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.rst:None
|
||
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.rst:None
|
||
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.rst:None
|
||
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."
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msgstr ""
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#: ../../content/applications/marketing/surveys/overview/time_random.rst:None
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msgid "Randomized question count in the questions tab of a survey."
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msgstr ""
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