31bfb0c693
closes odoo/documentation#8018 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
85 lines
4.0 KiB
ReStructuredText
85 lines
4.0 KiB
ReStructuredText
==================
|
||
Audience targeting
|
||
==================
|
||
|
||
The :guilabel:`Target` and :guilabel:`Filter` fields on the campaign form, also referred to as the
|
||
*domain*, contain the parameters used to define the target audience for the campaign's reach (i.e.,
|
||
the unique contact records in the database, and imported list, etc.).
|
||
|
||
- :guilabel:`Target`: specifies the type of records available for use in the campaign, such as
|
||
:guilabel:`Lead/Opportunity`, :guilabel:`Event Registration`, :guilabel:`Contact`, The assigned
|
||
records model determines the fields that are available throughout the campaign, including the
|
||
fields available in the :guilabel:`Filter` section, and in dynamic placeholders.
|
||
- :guilabel:`Save as Favorite Filter`: saves the current :guilabel:`Filter` for future use with the
|
||
current :guilabel:`Target` model, and can be managed from the :menuselection:`Marketing Automation
|
||
app --> Configuration --> Favorite Filters` menu.
|
||
- :guilabel:`Unicity based on`: specifies the :guilabel:`Target` model field where duplicates should
|
||
be avoided. Traditionally, the :guilabel:`Email` field is used, but any available field can be
|
||
used.
|
||
- :guilabel:`Filter`: contains an interactive form with configurable logic to further refine the
|
||
targeting parameters under the chosen :guilabel:`Target` model. See more details in the
|
||
:ref:`marketing_automation/defining-filters` section.
|
||
- :guilabel:`Include archived`: allows or disallows the inclusion of archived records in the target
|
||
audience.
|
||
|
||
.. tip::
|
||
A :guilabel:`Responsible` user can be assigned to the campaign by activating
|
||
:ref:`developer-mode`.
|
||
|
||
.. note::
|
||
Each activity in a campaign's workflow can target a subset of the target audience; see the
|
||
:doc:`workflow_activities` documentation for more information.
|
||
|
||
.. _marketing_automation/defining-filters:
|
||
|
||
Defining filters
|
||
================
|
||
|
||
The default campaign :guilabel:`Filter` configuration is set to :guilabel:`Match all records`,
|
||
indicating that the campaign is targeting **all** records of the :guilabel:`Target` model.
|
||
|
||
To refine the :guilabel:`Filter` rules of a campaign, click the :guilabel:`➕ Add condition` button
|
||
to reveal a new row with configurable rule parameters. See the :ref:`Search, filter, and group
|
||
records <search/custom-filters>` documentation for more information on how to create filter rules.
|
||
|
||
.. image:: target_audience/domain-filters.png
|
||
:align: center
|
||
:alt: A new filter rule row on the campaign form Filters.
|
||
|
||
At the bottom of the filter rules is a :guilabel:`# record(s)` button, which indicates the total
|
||
number of records targeted by this domain. Select the :guilabel:`# record(s)` button to open a
|
||
:guilabel:`Selected records` pop-up window, in which the targeted records can be viewed.
|
||
|
||
.. tip::
|
||
Activate :ref:`developer-mode` to reveal each field's technical name and data type, as well as
|
||
the :guilabel:`# Code editor` text area below the filter rules, to view and edit the domain
|
||
manually.
|
||
|
||
.. example::
|
||
To target all leads and opportunities from the *CRM* app that are in the *New* stage, and have an
|
||
expected revenue greater than $1,000, the following should be entered:
|
||
|
||
- :guilabel:`Target`: `Lead/Opportunity`
|
||
- :guilabel:`Unicity based on`: `Email (Lead/Opportunity)`
|
||
- :guilabel:`Filter`: :guilabel:`Match` :guilabel:`all 🔽 (down arrow)` :guilabel:`of the
|
||
following rules:`
|
||
|
||
#. :guilabel:`Stage` :guilabel:`is in` :guilabel:`New`
|
||
#. :guilabel:`Expected Revenue` :guilabel:`>` `1,000`
|
||
#. :guilabel:`any 🔽 (down arrow)` :guilabel:`of:`
|
||
|
||
- :guilabel:`Type` :guilabel:`=` :guilabel:`Lead`
|
||
- :guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`
|
||
|
||
With the above configuration, the campaign targets :guilabel:`157 record(s)`.
|
||
|
||
.. image:: target_audience/filter-scenario-one.png
|
||
:align: center
|
||
:alt: A domain configuration in a Marketing Automation campaign.
|
||
|
||
.. seealso::
|
||
- :ref:`Domain developer documentation <reference/orm/domains>`
|
||
- :doc:`workflow_activities`
|
||
- :doc:`testing_running`
|
||
- :doc:`understanding_metrics`
|