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* [ADD] marketing_automation: documentation * [IMP] marketing_automation: improvement of toctree
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======================================
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Automate Actions and Create a Workflow
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Automated workflows are a sign that you are building intelligent, data-driven, multifaceted
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campaigns to enable the delivery of the right message, to the right prospects, at the right time.
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It also speeds up processes and creates a seamless experience for employees.
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Segment and create a campaign
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=============================
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Go to :menuselection:`Campaigns --> Create`.
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| In the example below, the *Marketing Automation* application is fully integrated with *Contacts*.
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| But it can also be integrated with other apps like CRM, as long as they are installed in your
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database.
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.. image:: media/auto1.png
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:align: center
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:alt: Create workflows in Odoo Marketing Automation
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| Depending on the criteria, the *target model updates itself* while the campaign is running. That
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means that every new record that meets the criteria will be added to the workflow.
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| Example: a campaign starts for leads that have no salesman assigned. If at some point, those leads
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get to have a salesman assigned to it, the campaign will stop running.
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Create a parent activity and start to build a workflow
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======================================================
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Click on *Add new activity*.
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.. image:: media/auto2.png
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:align: center
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:alt: Create workflows in Odoo Marketing Automation
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*Trigger* is the field to set for the activity to start to de deployed.
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Adopt an *Expiry Duration* if you would like to stop actions from being executed after a certain
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amount of time and in subsequence to the trigger.
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Under *Domain* you can narrow down your target, even more, applying filters for this specific
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activity.
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Add Child Activities
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--------------------
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| A *child activity* is an action that will take place based on a condition.
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| You can either create or add a child activity if on the previous one: the email was opened or not,
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the email was replied or not, the link was clicked or not, the email bounced back.
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.. image:: media/auto3.png
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:align: center
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:height: 350
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:alt: Create workflows in Odoo Marketing Automation
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.. seealso::
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- :doc:`segment` |