documentation/locale/sources/marketing.pot

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# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
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"Project-Id-Version: Odoo saas-16.1\n"
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"POT-Creation-Date: 2023-07-10 08:34+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
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#: ../../content/applications/marketing.rst:5
msgid "Marketing"
msgstr ""

#: ../../content/applications/marketing/events.rst:5
msgid "Events"
msgstr ""

#: ../../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.rst:-1
msgid "Overview of events setting with the kanban view in Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/event_essentials.rst:36
msgid "Create a new event"
msgstr ""

#: ../../content/applications/marketing/events/event_essentials.rst:38
msgid "To create an event, click :guilabel:`Create` from the Events dashboard. Odoo will then direct the page to a blank event template form."
msgstr ""

#: ../../content/applications/marketing/events/event_essentials.rst:41
msgid "From the event form, fill out the necessary fields, either by choosing from existing data in the Odoo database or by creating and editing new field data. Key information to enter for the event includes:"
msgstr ""

#: ../../content/applications/marketing/events/event_essentials.rst:45
msgid ":guilabel:`Event Name`: give the event a title."
msgstr ""

#: ../../content/applications/marketing/events/event_essentials.rst:46
msgid ":guilabel:`Date`: 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.rst:-1
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.rst:-1
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.rst:-1
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.rst:-1
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.rst:-1
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.rst:-1
msgid "View of the drag and drop building blocks used to customize event invite emails."
msgstr ""

#: ../../content/applications/marketing/events/event_essentials.rst: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.rst:-1
msgid "View of a website page and the option to publish the event in Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:3
msgid "Sell tickets"
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:5
msgid "Create custom ticket tiers (with various price points) for potential attendees to choose from, directly on the event template form, under the :guilabel:`Tickets` tab. Odoo simplifies the ticket-purchasing process by providing plenty of payment method options."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:10
#: ../../content/applications/marketing/events/track_manage_talks.rst:9
msgid "Configuration"
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:12
msgid "First, in order to enable the creation (and selling of) event tickets, go to :menuselection:`Configuration --> Settings`, then enable the :guilabel:`Tickets` and :guilabel:`Online Ticketing` features."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:16
msgid "The :guilabel:`Tickets` feature allows tickets to be sold for an event."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:18
msgid "The :guilabel:`Online Tickets` feature allows for the sale of tickets to occur through the website."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:21
msgid "If these options are *not* enabled, a default :guilabel:`Register` button will be available for free registrations."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:-1
msgid "View of the settings page for Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:29
msgid "Sell tickets through sales orders"
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:31
msgid "In the :guilabel:`Sales` application, choose a previously-created Event Registration (as if it were a product), and add it as a product line. Upon adding the registration, a pop-up appears, which allows for the selection of a specific event (and ticket tier). That specific event ticket is then attached to the sales order."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:-1
msgid "View of a sales order and option to choose the specific event in Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:40
msgid "Events with tickets sold online or through sales orders have a :guilabel:`Sales Smart Button` shortcut, located at the top of the event template form (in the :guilabel:`Events` application)."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:43
msgid "Clicking the :guilabel:`Sales Smart Button` reveals a page with all the sales orders related to that event."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:-1
msgid "View of an event's form and the sales smart button in Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:-1
msgid "View of an event form highlighting the column product under the tickets tab in Odoo\n"
"Events."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:56
msgid "Sell tickets through the website"
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:58
msgid "With tickets purchased through the website, the process is similar to creating a :guilabel:`Sales Order` with a specific :guilabel:`Registration` product. Here, tickets are added to a virtual cart, and the transaction can be completed as usual - utilizing any of the pre-configured payment methods options that have been set up on the website."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:63
msgid "The completed purchase is automatically produced in a :guilabel:`Sales Order`, which can be easily accessed in the back end of the database."
msgstr ""

#: ../../content/applications/marketing/events/sell_tickets.rst:-1
msgid "View of website transaction for Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:3
msgid "Track and manage talks"
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:5
msgid "With Odoo Events, it's possible to provide attendees with the power to propose presenters to speak at events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:11
msgid "First, go to :menuselection:`Events --> Configuration --> Settings` and enable :guilabel:`Schedule & Tracks`."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:14
msgid "When that feature is enabled, two more options become available: *Live Broadcast* and *Event Gamification*."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:17
msgid ":guilabel:`Live Broadcast` allows for the airing of tracks online through a YouTube integration."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:19
msgid ":guilabel:`Event Gamification` allows for the sharing of a quiz with your attendees, once a track (talk) is over."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:23
msgid ":guilabel:`Event Gamification` isn't necessary for tracks to appear on the event page on the website, but it can enhance the engagement and overall enjoyablity of the event for attendees."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:27
msgid "Talks, talk proposals, and agenda"
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:29
msgid "Once those two features are enabled, the following links are automatically added to the sub-header menu, located on the event page on the website: :guilabel:`Talks`, :guilabel:`Talk Proposals`, and :guilabel:`Agenda`. Any attendee can freely access these menu items and their corresponding content."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:33
msgid "The :guilabel:`Talks` link takes the attendee to a page full of all the talks for that event."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:35
msgid "The :guilabel:`Talks Proposals` link takes the attendee to a form page, where they can propose talks for the event."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:38
msgid "The :guilabel:`Agenda` link takes the attendee to a page with all the talks for the event, but in a calendar/time-slot format."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:-1
msgid "View of the published website and the talks, talk proposals, and agenda in Odoo Events"
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:46
msgid "Manage talk proposals"
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:48
msgid "When attendees fill out and submit a talk proposal form on the website, a new :guilabel:`Proposal` is instantly created in the back end for the event."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:52
msgid "All talks (Proposals, Confirmed, Announced, etc.) are accessible via the :guilabel:`Tracks` smart button on the event form."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:-1
msgid "View of the talks' proposals page emphasizing the column proposal in Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:59
msgid "If a proposal is accepted, move the :guilabel:`Event Track` to the appropriate stage in the Kanban view (e.g. `Confirmed`, etc.). Then, go to that particular event's template form, and click the :guilabel:`Go to Website` smart button to reach that specific talk's page on the website."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:63
msgid "In the upper right corner, toggle the switch from :guilabel:`Unpublished` to :guilabel:`Published`, and the talk is instantly accessible on the website."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:67
msgid "Without publishing a talk, attendees will never be able to access it."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:-1
msgid "View of the website page to publish a proposed talk for Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:74
msgid "Attendees list and attendance"
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:76
msgid "Once attendees have registered for a specific event, they are added to the :guilabel:`Attendee List` for that event, which is accessible via the :guilabel:`Attendees` smart button on the event template form, or :menuselection:`Reporting --> Attendees` and sorted by event."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:81
msgid "When an attendee arrives at the event, they will be marked as attending (:guilabel:`Confirmed Attendance`), and the status of that attendee will change to :guilabel:`Attended.`"
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:-1
msgid "Overview of events with the kanban view in Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:88
msgid "When analyzing an :guilabel:`Attendees list`, Odoo provides different ways to view the information. Each view option presents the same information, but in a slightly different layout. To change the view, click on the icons in the upper right hand of the screen."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:-1
msgid "Various view options on the attendees list page."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:96
msgid "In the :guilabel:`Kanban` view, it can be confirmed whether the attendees have already paid or remain unpaid."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:99
msgid "The :guilabel:`List` view provides information in a more traditional list formation."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:101
msgid "The :guilabel:`Calendar` view provides a clear schedule visualization of which attendees are arriving on specific dates of the event."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:104
msgid "The :guilabel:`Graph` view provides graphical representations of that event's attendees, along with numerous filters and customizable measures for deeper analysis."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:107
msgid "The :guilabel:`Cohort` view lays out attendee data to better analyze the number of registration dates."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:111
msgid "Tickets sold through sales orders validate attendees as soon as the quotation is confirmed."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:114
msgid "Manage registrations"
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:116
msgid "Upon selecting an attendee, Odoo reveals that specific attendee's detail form."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:118
msgid "From here, event badges can be sent manually, by selecting :guilabel:`Send By Email`. The :guilabel:`Attendee` can also be marked as :guilabel:`Attended`, or the registration can be canceled altogether via the :guilabel:`Cancel Registration` button."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:-1
msgid "View of an attendee form emphasizing the send by email and cancel registration in Odoo\n"
"Events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:128
msgid "Lead Generation Rules"
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:130
msgid "With Odoo, leads can be generated from events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:132
msgid "To create and configure a :guilabel:`Lead Generation Rule` related to events, navigate to :menuselection:`Events app --> Configuration --> Lead Generation`."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:135
msgid "On the :guilabel:`Lead Generation Rule` page, every configured :guilabel:`Lead Generation Rule` can be found, along with pertinent data related to those rules."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:-1
msgid "How the Lead Generation Rule page looks in Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:142
msgid "To create a new :guilabel:`Lead Generation Rule`, click :guilabel:`Create`, and fill out the :guilabel:`Lead Generation Rule` form."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:-1
msgid "How the Lead Generation Rule template looks in Odoo Events."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:149
msgid "After naming the rule, configure *how* the lead should be created (either :guilabel:`Per Attendee` or :guilabel:`Per Order`), and *when* they should be created, (when :guilabel:`Attendees are created`, when :guilabel:`Attendees are confirmed`, or when :guilabel:`Attendees attended` the event)."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:154
msgid "In the :guilabel:`For any of these Events` section, there are fields to attach this rule to any specific event categories, company, and/or event. To add even more specificity to the rule, a domain filter rule can be configured to ensure the rule only applies to a specific target audience of attendees (found in the :guilabel:`If the Attendees meet these Conditions` section)."
msgstr ""

#: ../../content/applications/marketing/events/track_manage_talks.rst:159
msgid "Lastly, in the :guilabel:`Lead Default Values` section, designate a :guilabel:`Lead Type`, then assign it to a specific :guilabel:`Sales Team` (and/or :guilabel:`Salesperson`), and attach tags to the rule, if necessary."
msgstr ""

#: ../../content/applications/marketing/marketing_automation.rst:8
#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:3
msgid "Marketing Automation"
msgstr ""

#: ../../content/applications/marketing/marketing_automation.rst:11
#: ../../content/applications/marketing/sms_marketing.rst:11
#: ../../content/applications/marketing/social_marketing.rst:11
msgid "`Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/advanced.rst:5
msgid "Advanced"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:3
msgid "Understanding metrics"
msgstr ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:9
msgid "Consider the following example:"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:-1
msgid "An example of a marketing automation campaign in Odoo."
msgstr ""

#: ../../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 ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:-1
msgid "Lead generation filters used to refine records on marketing automation campaigns in Odoo."
msgstr ""

#: ../../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 ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:-1
msgid "Difference between real-time record count and total participants on a markeing campaign."
msgstr ""

#: ../../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 ""

#: ../../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 ""

#: ../../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 ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0
msgid "A relevant targeting filter that applies to a type of individual activity."
msgstr ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:-1
msgid "Overview showing participants who do or do not match filtering criteria on an activity."
msgstr ""

#: ../../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 ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/getting_started.rst:5
msgid "Getting Started"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:5
msgid "The Odoo Marketing Automation app automates a variety of marketing tasks by combining specific rules and filters to generate timed actions. Instead of manually having to build each stage of a campaign (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 ""

#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11
msgid "Create a campaign"
msgstr ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:-1
msgid "A dashboard showing the creation of a new marketing automation campaign in Odoo."
msgstr ""

#: ../../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 ""

#: ../../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 ""

#: ../../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 ""

#: ../../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 ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:32
msgid "Campaign filters"
msgstr ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:-1
msgid "A filter node in Odoo Marketing Automation."
msgstr ""

#: ../../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 ""

#: ../../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 ""

#: ../../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 ""

#: ../../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 ""

#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58
msgid ":doc:`testing_running`"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:59
msgid ":doc:`workflow_activities`"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3
msgid "Target an audience"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5
msgid "Delivering marketing campaigns to the right audience is paramount when trying to grow a business. The Odoo *Marketing Automation* application helps marketers to do just that by providing detailed filtering tools, which can be as simple (or as complex) as necessary, to reach the right customers at the right time."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11
msgid "Configure target filters"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13
msgid "When configuring the target filters on a marketing campaign, there are some options that have an :guilabel:`> (arrow)` icon beside them. The :guilabel:`> (arrow)` icon signifies that the particular filter has more refined parameters within it that can be customized."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:-1
msgid "The drop-down filter menu in the Marketing Automation application."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:21
msgid "Filters can be extended by adding *branches* and *nodes*. A *node* adds another filtering parameter to a group of targeting conditions (e.g. a new line), and a *branch* creates a narrowly refined cluster of parameters, allowing filters to be grouped with :guilabel:`ANY` or :guilabel:`ALL` statements."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26
msgid "Every time a new branch is created, there are two options:"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:28
msgid "Either the records can match :guilabel:`ALL` criteria for the upcoming rules (creating an AND statement where *all* criteria must match)."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:30
msgid "Or, the records can match :guilabel:`ANY` criteria for the upcoming rules (creating an OR statement where *only one* of the criteria must match)."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:33
msgid "To change between these two options, simply click the drop-down arrow icon in the green box and select :guilabel:`ANY` or :guilabel:`ALL`."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:36
msgid "To add a node, click on the :guilabel:`➕ (plus sign)` icon, and to add another branch click on the :guilabel:`⋯ (ellipses)` icon. To exclude a node or a branch, click on :guilabel:`✖ (delete)` icon to delete it."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:45
msgid "Use cases"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:47
msgid "The following scenarios outline different combinations of filters a marketing campaign might commonly use."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:51
msgid "Scenario #1: Narrow target down to new opportunities in the pipeline"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:53
msgid "While in *Edit mode* on a campaign template form (by clicking the :guilabel:`Edit` button), select the :guilabel:`Target` field, and click :guilabel:`Search More` from the drop-down menu. Then, search for :guilabel:`Lead/Opportunity`, and select it."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:57
msgid "Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Then, click on the default :guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a drop-down menu full of filter options. From this drop-down, scroll down (or search for) :guilabel:`Type`."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:62
msgid "Keep the second portion of the filter equation on the default :guilabel:`🟰 (equal sign)` icon."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:64
msgid "Next, change the third (and final) portion of the filter equation from :guilabel:`Lead` to :guilabel:`Opportunity`. The number of :guilabel:`Records` that fit this specific filter equation changes as the equation is customized."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:68
msgid "Add another node to this filter by clicking the :guilabel:`➕ (plus sign)` icon to the right of the equation."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:71
msgid "With \"new\" opportunities being the target of this filter, the second node will focus on *only* locating opportunities that are in the :guilabel:`New` stage of the pipeline. To do that, select the default :guilabel:`ID` from the first portion of the second filter equation, and scroll down (or search for) :guilabel:`Stage` from the field drop-down menu."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:76
msgid "Once again, leave the second portion of the filter equation on :guilabel:`🟰 (equal sign)` icon."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:78
msgid "Lastly, highlight the default value in the third (and final) portion of the second filter equation, and type in `New`. With that in place, Odoo only targets opportunities that are in the \"New\" stage of the pipeline."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:-1
msgid "A standard scenario using filters in the Odoo Marketing Automation app."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:87
msgid "Scenario #2: Narrow down target to event attendees who purchased a specific ticket"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:89
msgid "While in *Edit mode* on a campaign template form (by clicking the :guilabel:`Edit` button), select the :guilabel:`Target` field, and click :guilabel:`Search More` from the drop-down menu. Then, scroll down (or search for) :guilabel:`Event`, and select it."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:93
msgid "Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on the default :guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a drop-down menu full of filter options. From this drop-down, scroll down (or search for) :guilabel:`Event`."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:98
msgid "Click the default :guilabel:`🟰 (equal sign)` icon in the second portion of the filter equation. This reveals a drop-down menu. From this drop-down menu, select :guilabel:`contains`."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:101
msgid "In the third (and final) empty portion of the filter equation, type in the name of the event(s) that Odoo should consider for this campaign filter."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:104
msgid "Then, add another node to this filter by clicking the :guilabel:`➕ (plus sign)` icon to the right of the equation."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:107
msgid "The second node will focus on targeting this campaign to attendees who purchase a specific type of ticket to the aforementioned event(s) mentioned in the first filter equation."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:110
msgid "To do that, select the default :guilabel:`ID` from the first portion of the second filter equation, and scroll down (or search for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that same drop-down menu, select :guilabel:`Name`."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:114
msgid "Once again, click the default :guilabel:`🟰 (equal sign)` icon in the second portion of the filter equation, and select :guilabel:`contains`."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:117
msgid "Lastly, in the third (and final) portion of the second filter equation, which is blank, type in the name of the ticket type that should be used for the filter. In this case, :guilabel:`Standard` is the name of the event ticket type for this sample filter."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:-1
msgid "An event ticket filter in the Odoo Marketing Automation application."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3
msgid "Testing/running campaigns"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5
msgid "Odoo gives users the ability to test marketing campaigns (and mailings) before officially running them."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8
msgid "First, open the :menuselection:`Marketing Automation` application, and select the desired campaign, which reveals that campaign's detail form."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:11
msgid "On the campaign detail form, make sure the campaign already has activities configured (or build a campaign by following the directions here on :doc:`this documentation </applications/marketing/marketing_automation/getting_started/workflow_activities>`)."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:15
msgid "To start a test, click the :guilabel:`Launch a Test` button at the top of the campaign form."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:-1
msgid "Launch a test button in Odoo Marketing Automation."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21
msgid "When clicked, a :guilabel:`Launch a test` pop-up window appears. In the drop-down field, choose an existing record (or create a new one) to run the test on. To create a brand new record, click the :guilabel:`Search More...` link at the bottom of the drop-down menu, and then click the :guilabel:`Create` button."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:26
msgid "Doing so reveals a blank contact form, in which the :guilabel:`Name` and :guilabel:`Email` **must** be entered. When all the necessary information has been entered, click :guilabel:`Save`, and Odoo returns to the :guilabel:`Launch a test` pop-up, with that new record in the :guilabel:`Choose an existing record or create a new one to test` field."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31
msgid "Once a record is selected, click :guilabel:`Continue`, and Odoo reveals the campaign test page."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:-1
msgid "Test screen in Odoo Marketing Automation."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:37
msgid "On the campaign test page, the name of the :guilabel:`Record` being tested is visible, along with the precise time this test workflow was started in the :guilabel:`Workflow Started On` field. Beneath that, in the :guilabel:`Workflow` section is the first activity (or activities) in the workflow that's being tested."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:42
msgid "To start a test, click the :guilabel:`Run` button, represented by a :guilabel:`▶️ (play button)` icon beside the first activity in the workflow. When clicked, the page reloads, and Odoo shows the various results (and analytics) connected to that specific activity as they occur, in real-time."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:-1
msgid "Workflow test progress in Odoo Marketing Automation."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:50
msgid "Once all the workflow activities are completed, the test will end, and move to the :guilabel:`Completed` stage. To stop a test before all the workflow activities are completed, click the :guilabel:`Stop` button in the upper-left corner of the campaign test page."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/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 *Marketing Automation* app, users can plan marketing activities, such as email or SMS campaigns."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:8
msgid "To get started, navigate to the bottom of a marketing automation campaign detail form, and click :guilabel:`Add New Activity`. Doing so reveals a :guilabel:`Create Activities` pop-up window. This pop-up window is a blank activity template, where specific parameters can be set for that particular activity."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:13
msgid "The following fields are available in the :guilabel:`Create Activities` pop-up window (when :guilabel:`Add New Activity` is clicked):"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:-1
msgid "An activity template in Odoo Marketing Automation."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20
msgid ":guilabel:`Activity Name`: the title of the activity."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21
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:23
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:24
msgid ":guilabel:`Trigger`: choose when this activity should be triggered."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25
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:29
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:31
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:34
msgid "After the activity's settings are fully configured, click :guilabel:`Save & Close` to save the activity and return to the marketing automation campaign form, :guilabel:`Save & New` to save the activity and immediately create another one in a fresh :guilabel:`Create Activities` pop-up window, or :guilabel:`Discard` to delete the activity and return to the marketing automation campaign form."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40
msgid "Workflow activity"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:42
msgid "Once an activity is saved, the :guilabel:`Workflow Activity` section appears at the bottom of the marketing automation campaign form. Each activity is displayed as a line graph."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:45
msgid "The configured :guilabel:`Trigger` time for that activity can be found to the left of the :guilabel:`Workflow Activity` card in the :guilabel:`Workflow` section."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:48
msgid "Once the activity has been triggered, a figure representing the number of :guilabel:`Success` or :guilabel:`Rejected` activities will be displayed to the right of the graph."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:-1
msgid "Typical workflow activity in Odoo Marketing Automation."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:56
msgid "If the :guilabel:`Activity Type` of the activity is set to :guilabel:`Email`, there are more in-depth analytics beneath the activity graph 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:62
msgid "Child activities"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:64
msgid "There is also the option to add a *child activity* by clicking :guilabel:`Add child activity`, located at the bottom of each activity block in the :guilabel:`Workflow` section of a marketing automation form."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68
msgid "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:71
msgid "Odoo provides a number of triggering options to launch a 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 any of the following triggers:"
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75
msgid ":guilabel:`Add Another Activity`: instantly add another activity."
msgstr ""

#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:76
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:78
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:80
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:81
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:83
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:85
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:87
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:89
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, which will then be displayed in the :guilabel:`Workflow` section, in a slightly indented position beneath its parent activity."
msgstr ""

#: ../../content/applications/marketing/sms_marketing.rst:8
msgid "SMS Marketing"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials.rst:5
#: ../../content/applications/marketing/social_marketing/essentials.rst:5
msgid "Essentials"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:3
msgid "Mailing lists and blacklists"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:5
msgid "Creating or importing mailing lists in Odoo is very useful when curating content to specific groups of people that already share similar demographics or interests. Mailing lists are also a great way to get started if a company is migrating from another system, and already has a established audience."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:10
msgid "Moreover, providing an audience with the option to 'unsubscribe' from mailings, helps businesses maintain good customer relations, by giving recipients the power to control what they are (and aren't) sent."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:15
msgid "Mailing lists"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:17
msgid "In the :guilabel:`SMS Marketing` app, there's an option on the header menu called :guilabel:`Mailing Lists`. When clicked, a sub-menu is revealed with options for :guilabel:`Mailing Lists` and :guilabel:`Mailing List Contacts`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:21
msgid "Click :menuselection:`Mailing Lists --> Mailing Lists` to see an overview of all mailing lists in the database."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:-1
msgid "View of the main SMS mailing list page on the Odoo SMS Marketing application."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:28
msgid "To edit any existing list, select the desired list from the :guilabel:`Mailing Lists` page, and proceed to modify it in a number of ways."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:31
msgid "To create a new mailing list, click :guilabel:`Create` in the upper left corner of the :guilabel:`Mailing Lists` page. Doing so, will reveal a blank mailing list template form."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:-1
msgid "View of the mailing list pop-up window in Odoo SMS Marketing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:38
msgid "First, choose a name for the :guilabel:`Mailing List`, and activate the option :guilabel:`Is Public`, to make the mailing list accessible to recipients on the :guilabel:`Subscription Management page`. Doing so allows users to update their subscription preferences at any time."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:43
msgid "Checking the :guilabel:`Is Public` box is not required, but is recommended to maintain good customer relations."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:46
msgid "When those fields are filled in, click :guilabel:`Create` to finalize the form. Then on the main :guilabel:`Mailing Lists` dashboard, the new mailing list that was just created will be accessible."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:49
msgid "To edit or customize the mailing list further, select the mailing list from the main :guilabel:`Mailing Lists` page to reveal the mailing list detail form."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:52
msgid "Along the top of the mailing list detail form, there are various analytical smart buttons displaying statistics for different metrics related to the mailing list (e.g. :guilabel:`Recipients`, :guilabel:`Mailings`, etc.)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:56
msgid "To review or edit any of those elements, click the desired smart button to reveal a separate page with in-depth data associated with the mailing list."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:59
msgid "To make changes to the mailing list itself, click the :guilabel:`Edit` button in the upper-left corner of the mailing list detail form."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:-1
msgid "View of the mailing list template form in Odoo SMS Marketing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:67
msgid "Don't forget to hit the :guilabel:`Save` button once changes have been made."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:70
msgid "Mailing lists contacts"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:72
msgid "Access contacts information from one or more mailing lists navigate to :menuselection:`Mailing Lists --> Mailing List Contacts` to reveal a dashboard with with all the contacts associated with one or more of the configured mailing lists in the database."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:-1
msgid "View of the mailing lists contact page in the Odoo SMS Marketing application."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:81
msgid "By default, Odoo reveals the :guilabel:`Mailing List Contacts` page with the :guilabel:`Exclude Blacklisted Phone` filter in the search bar. Therefore only showing contact information for recipients who still want to receive communications and mailings."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:86
msgid "Communication history in the Chatter"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:88
msgid "An accessible record of every sent mailing(s) is kept on each recipient's *chatter* section, located beneath a recipient's contact form (in the *Contacts* application)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:91
msgid "Database users can reference the chatter to easily keep track of communications, and see a history of interactions with contacts and prospects."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:94
msgid "For example, sales representatives can use the chatter to quickly find out which :abbr:`SMS (Short Message Service)` mailing promotions a certain customer has received (or not received)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:-1
msgid "View of what the chatter looks like in the Odoo Contacts app."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:102
msgid "Blacklist"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:104
msgid "Odoo *SMS Marketing* has a :guilabel:`Blacklist` feature that provides recipients with the power to add their phone number to a list of people who no longer want to receieve communications or mailings."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:108
msgid "This is also known as the unsubscribe process: customers will automatically be added onto a *blacklist*, if they click :guilabel:`Unsubscribe`, via their :guilabel:`Subscription Management` page. Customers can also be added manually to the blacklist, if necessary."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:112
msgid "To see a complete collection of blacklisted numbers, navigate to the :menuselection:`SMS Marketing app --> Configuration --> Blacklisted Phone Numbers` to reveal a dashboard containing every blacklisted phone number in the database."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:-1
msgid "SMS Blacklist menu in the application."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:120
msgid "To manually add a number to a blacklist, click the :guilabel:`Create` button in the upper-left corner of the dashboard and enter the phone number on the next page's form. There's also a checkbox to indicate whether that particular phone numnber is :guilabel:`Active` (or not)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:128
msgid "Once the form is completed, click :guilabel:`Save` to add it to the :guilabel:`Blacklisted Phone Numbers` list. To remove any number from the blacklist, select the desired number on the dashboard, and then, on the phone number's form, click :guilabel:`Unblacklist`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:133
msgid "Importing blacklists"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:135
msgid "During a software/platform migration, it is possible to import an already existing blacklist of contacts. This would include customers, who have already asked to be blacklisted` on :abbr:`SMS (Short Message Service)` mailings."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:139
msgid "To do that, navigate to :menuselection:`SMS Marketing app --> Configuration --> Blacklisted Phone Numbers`, and then select the :guilabel:`Favorites` drop-down menu (beneath the search bar), and click :guilabel:`Import records`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:-1
msgid "View of how to import a blacklist in Odoo SMS Marketing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:3
msgid "SMS campaign settings"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:5
msgid "Utilizing :abbr:`SMS (Short Message Service)` campaigns with Odoo *SMS Marketing* isn't just an effective advertisement strategy, it's also a great way to remind people about upcoming events, issued invoices, and so much more."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:9
msgid "But, before :abbr:`SMS (Short Message Service)` campaigns can be created (and sent), a few specific settings and features must be enabled first."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:13
msgid "SMS campaign setting"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:15
msgid "To enable :abbr:`SMS (Short Message Service)` campaigns in Odoo, make sure the *Mailing Campaigns* feature is activated by going to :menuselection:`Email Marketing --> Configuration --> Settings`, and then enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:-1
msgid "View of the mailing campaigns setting in Odoo."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:24
msgid "Activating the *Mailing Campaigns* feature in the *General Settings* also enables the *A/B Test* feature."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:27
msgid "Once the setting is enabled, navigate back to the :menuselection:`SMS Marketing` app, and notice the :guilabel:`Campaigns` header menu is now available for use. Similarly, the :guilabel:`A/B Test` tab is now also available on every :abbr:`SMS (Short Message Service)` template form."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:32
msgid "A/B tests"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:34
msgid ":guilabel:`A/B Tests` allows any :abbr:`SMS (Short Message Service)` mailings to be tested against other versions within the same campaign, in order to compare which version is the most successful in producing engagement and/or conversion outcomes."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:38
msgid "On an :abbr:`SMS (Short Message Service)` template form, under the :guilabel:`A/B Tests` tab, initially, there's only a single checkbox labeled: :guilabel:`Allow A/B Testing.`"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:41
msgid "When clicked, a series of other options appear."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:-1
msgid "The A/B Test tab is located on an Odoo SMS Marketing app campaign form."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:47
msgid "In the first field, enter a desired percentage of recipients to conduct the A/B Test on."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:49
msgid "Beneath the percentage field is the :guilabel:`Winner Selection` field. This is what Odoo will use to determine the successful result of an A/B Test. In other words, this tells Odoo how to pick a winning A/B test."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:53
msgid "The following sections are available: :guilabel:`Manual`, :guilabel:`Highest Click Rate`, :guilabel:`Leads`, :guilabel:`Quotations`, or :guilabel:`Revenues`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:56
msgid "Finally, the :guilabel:`Send Final On` field is listed. This represents the date-time that Odoo uses as a deadline to determine the winning mailing variation. Then, Odoo sends that winning mailing variation to the remaining recipients, who weren't involved in the test, at that prior date and time."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:62
msgid "Quickly create different versions of the mailing to add to the A/B Test by clicking the :guilabel:`Create an Alternate Version` button."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:66
msgid "Remember, the winning mailing variation is based on the criteria selected in the :guilabel:`Winner Selection` field."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:70
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:15
msgid "Campaigns page"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:72
msgid "To create, edit, or analyze any campaign, click :menuselection:`Campaigns` in the header menu of the :guilabel:`SMS Marketing` app. On the :guilabel:`Campaigns` page, each campaign displays various information related to the mailings associated with that campaign (e.g. number of emails, social posts, SMSs, and push notifications)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:-1
msgid "Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, separated by stage."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82
msgid "Campaign templates"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:84
msgid "Click :guilabel:`Create` to create a new campaign, and Odoo reveals a blank campaign template form to fill out. Alternatively, select any previously-made campaign in order to duplicate, review, or edit its campaign template form."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:-1
msgid "View of an SMS campaign template in Odoo SMS marketing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:92
msgid "With each campaign, the options to :guilabel:`Send New Mailing`, :guilabel:`Send SMS`, :guilabel:`Send Social Post`, and :guilabel:`Push Notifications` are available above the template form."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:96
msgid "Whenever one of those communication options is added to the campaign, Odoo will create a new corresponding tab on the template form, where those types of messages can be reviewed or edited, along with various data sets related to each specific mailing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:100
msgid "At the top of the template, there are various analytical smart buttons. When clicked, Odoo reveals in-depth metrics related to that specific topic (e.g. :guilabel:`Engagement`, :guilabel:`Opportunities`, etc.) on a separate page."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:104
msgid "Beneath the smart buttons, are fields for :guilabel:`Campaign Name` and :guilabel:`Responsible`. Odoo also allows for various :guilabel:`Tags` to be added, as well (if necessary)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:108
msgid "Sending SMSs through the Contacts app"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:110
msgid "Sending :abbr:`SMS (Short Message Service)` mailings directly through a contact's form is available by default."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:113
msgid "In order to send an :abbr:`SMS (Short Message Service)` in this fashion, navigate to the :menuselection:`Contacts` app, select the desired contact in the database, and click on the :guilabel:`SMS` icon on the contact form (next to the :guilabel:`Phone Number` field)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:-1
msgid "The SMS icon is located on an individual's contact form in Odoo Contacts."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:121
msgid "To send a message to multiple contacts at once, navigate to the main :menuselection:`Contacts` app main dashboard, choose the :guilabel:`List View`, and select all the desired contacts to whom the message should be sent. Then, under :guilabel:`Action`, select :guilabel:`Send SMS`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:-1
msgid "Select a number of contacts, click action, and select send multiple SMSs."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:130
msgid "Set up SMS templates for future use"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:132
msgid "In order to set up :guilabel:`SMS Templates` for future use, activate :ref:`developer mode <developer-mode>`, by navigating to the main Odoo dashboard that is full of apps, and select the :menuselection:`Settings app`. Then, scroll down to the :guilabel:`Developer Tools` section, and click :guilabel:`Activate the Developer Mode`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:137
msgid "Once *developer mode* is activated, the main Odoo dashboard appears once more, with a now-visible bug icon, which is located at the top-right corner of the dashboard; this bug icon indicates that developer mode is currently active."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:141
msgid "Next return to the :menuselection:`Settings app` and, in the now-visible header menus at the top, choose :menuselection:`Technical --> SMS Templates` to begin setting up :abbr:`SMS (Short Message Service)` templates for future marketing campaigns."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:-1
msgid "Select the SMS Template option in the Technical dropdown on the Settings app."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:149
msgid "Inside of the :guilabel:`SMS Templates` dashboard, Odoo reveals an entire page of :abbr:`SMS (Short Message Service)` templates. The default :guilabel:`List` view showcases each template's name, and to which recipients it applies."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:153
msgid "On this page, :abbr:`SMS (Short Message Service)` templates can be edited or created from scratch."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:-1
msgid "The SMS Templates page in Odoo is available after enabling developer mode in the General\n"
"Settings"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:3
msgid "SMS essentials"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:5
msgid "Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help companies expand their market reach, especially in some countries, where emails might not be very common, or even used at all."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:9
msgid "Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions, such as event registrations, free trials, purchases, etc., since text and mobile-based marketing channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through rate)` outcomes."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:15
msgid "SMS marketing dashboard"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:17
msgid "When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which showcases the various SMS mailings that have been created, along with pertinent information and data related to that specific message."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:21
msgid "The :guilabel:`Kanban` view is the default Odoo uses when the application is opened, which provides an organized display of the SMS mailings that have been created, and what their current status is at the moment."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:26
msgid "An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:29
msgid "In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different view options to choose from. Each one provides a unique take on the same SMS information."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:32
msgid "The :guilabel:`List` view provides the same useful data related to SMS mailings, but in a more traditional list layout."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:35
msgid "The :guilabel:`Calendar` view provides a simple calendar, making it easy to see when SMS mailings are going to be sent (or have been sent). If a future date is clicked, Odoo reveals a blank SMS template that, when completed, will be scheduled to be sent on that specific future date."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:39
msgid "Lastly, the :guilabel:`Graph` view visualizes that same SMS-related data in series of graphs and charts. Odoo also provides various ways to sort and group the data for more detailed analysis."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:43
msgid "Create SMS messages"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:45
msgid "To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals a blank SMS template form, which can be configured in a number of different ways."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:-1
msgid "Creating an SMS marketing template."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:52
msgid "First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:54
msgid "Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)` will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired :guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS (Short Message Service)` to in the :guilabel:`Select Mailing List` field."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:60
msgid "To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There, Odoo displays all previously created mailing lists, along with various types of data related to that specific list (e.g. number of contacts, mailings, recipients, etc.)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:64
msgid "To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:-1
msgid "View of the mailing list page in the SMS marketing application."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:71
msgid "To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all the choices Odoo makes avaialble."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:74
msgid "When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that chosen field even further becomes available — either with a default recipient filter equation that appears automatically (which can be customized to fit any business need), or, if no default recipient filter equation is present, an :guilabel:`Add Filter` button will appear."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:79
msgid "Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can be configured similar to an equation. You can create multiple recipient rules, if necessary."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:82
msgid "Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into whatever criteria is configured in those fields. Multiple rules can be added."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:86
msgid "If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors, customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more specific recipient rules are entered."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:90
msgid "For instance, the message below will only be sent to contacts in the database that are located in the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:0
msgid "Contact recipients on SMS marketing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:99
msgid "Writing SMS messages"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:101
msgid "Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the :guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message Service)` mailings it will take to deliver the complete message."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:107
msgid "To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the :guilabel:`Information` icon."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:-1
msgid "SMS price check icon."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:115
msgid "Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app; :abbr:`SMS (Short Message Service)` messages will not be sent without credits."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:119
msgid "`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:122
msgid "Track links used in SMS messages"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:124
msgid "When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates link trackers to gather analytical data and metrics related to those specific links, which can be found by going to :menuselection:`Configuration --> Link Tracker`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:-1
msgid "SMS Link Tracker page."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:133
msgid "Adjust SMS settings"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:135
msgid "Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus avoiding all future mailings."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:139
msgid "An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of the :guilabel:`Settings` tab, as well."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:-1
msgid "SMS Settings tab."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:147
msgid "Send SMS messages"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:149
msgid "Once a mailing is created, choose when Odoo should deliver the message from the following options:"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:151
msgid ":guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list is highly refined, or in cases that involve fast approaching deadlines, such as a \"flash sale.\""
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:153
msgid ":guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the best option for mailings related to a specific event. Such a method can also be used to promote a limited-time offer, or to help plan a company's content strategy in advance."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:156
msgid ":guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are used as recipients."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:161
msgid "Visualize reports"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:163
msgid "On the :guilabel:`Reporting` page (accessible via the :menuselection:`Reporting` option in the header menu), there are options to apply different combinations of :guilabel:`Filters` and :guilabel:`Measures` to view metrics in a number of different layouts (e.g. :guilabel:`Graph`, :guilabel:`List`, and :guilabel:`Cohort` views.)"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:168
msgid "Each :guilabel:`Reporting` metric view option allows for more extensive performance analysis of :abbr:`SMS (Short Message Service)` mailings."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:171
msgid "For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short Message Service)` data is visualized as different graphs and charts, which can be sorted and grouped in various ways (e.g. :guilabel:`Measures` drop down menu)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:-1
msgid "Reporting page in SMS Marketing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:180
msgid ":doc:`sms_campaign_settings`"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:181
msgid ":doc:`mailing_lists_blacklists`"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing.rst:5
msgid "Pricing and FAQ"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:5
msgid "SMS Pricing and FAQ"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:8
msgid "What do I need to send SMSs?"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:10
msgid "SMS Text Messaging is an In-App Purchase (IAP) service that *requires prepaid credits* to work."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:13
msgid "How many types of SMSs are there?"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:15
msgid "There are 2 types: GSM7 and UNICODE."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:17
msgid "**GSM7** is the standard format, with a limit of 160 characters per message, that includes the following characters:"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:-1
msgid "GSM7 characters available in Odoo SMS Marketing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:24
msgid "**UNICODE** is the format applied if a special character, that *is not* in the GSM7 list, is used. Limit per SMS: 70 characters."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:28
msgid "For GSM7 SMS the size limit is 160 characters, and for Unicode is 70. *Above these limits, the content is divided into a multi-part message* and the limit of characters is lowered to 153 for GSM7 and to 67 for Unicode. Then, in real-time, the system displays the number of SMS mailings the message represents."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:34
msgid "How much does it cost to send an SMS?"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:36
msgid "The price of an SMS depends on the destination and the length (number of characters) of the message. To see the **price per country, please consult**: `Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing#sms_faq_01>`_."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:40
msgid "The number of SMSs a message represents will always be available in the database."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:-1
msgid "Number of GSM7 characters that fit in an SMS message in Odoo SMS Marketing."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:47
msgid "How to buy credits"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:49
msgid "Go to :menuselection:`Settings --> Buy Credits`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:-1
msgid "Buying credits for SMS Marketing in Odoo settings."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:55
msgid "Or go to :menuselection:`Settings --> View my Services`."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:-1
msgid "Using Odoo IAP to recharge credits for SMS Marketing in Odoo settings."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:62
msgid "If Odoo Online (Saas) is being used, along with the Enterprise version, free trial credits are available to test the feature."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:66
msgid "More common questions"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**Is there an expiration time for my credits?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "No, credits do not expire."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in front of the field “phone”?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "Only if that phone number supports SMS (e.g. SIP phones)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**Do I receive an invoice to buy my credits?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "Yes."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**Can the recipient answer me?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "No, it is not possible to reply to the SMS."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**What happens if I send multiple SMSs at once, but I don't have enough credits to send them all?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "Multiple SMS communications at once at are counted as a single transaction, so no SMSs will be sent until there are enough credits to send them all."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**Do I have a history of the sent SMSs?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "A history of sent SMSs, along with all pertinent information related to its sent contacts (and the message itself), can be found in the :guilabel:`Sent` column of the main :guilabel:`SMS Marketing` dashboard (while in :guilabel:`Kanban` view)."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:91
msgid "For more detailed information, select a desired SMS from the main dashboard (in :guilabel:`Kanban` view), and click on either link in the blue banner above the SMS detail form to learn more."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**Can I send as many SMSs I want at once?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "Yes, if you have enough credits."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**If an SMS is sent to a number that doesn't exist in the list of recipients, will credits be lost?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "No, not if the phone number is incorrectly formatted (e.g. too many digits). However, if the SMS is sent to the wrong person (or to a fake number), the credit for that SMS will be lost."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a festival)?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "The SMS will not be delivered to that kind of number, so no charges will be made."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**Can I identify the numbers that do not exist when I send several SMSs?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "Only the ones that have an invalid format."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**How does the GDPR regulation affect this service?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "Please find our `Privacy Policy here <https://iap.odoo.com/privacy#sms>`__."
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "**Can I use my own SMS provider?**"
msgstr ""

#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
msgid "Yes, but it is not possible out-of-the-box. Odoo experts can help customize a database to allow for the use of a personal SMS provider. Please check our success packs `here <https://www.odoo.com/pricing-packs>`_."
msgstr ""

#: ../../content/applications/marketing/social_marketing.rst:8
msgid "Social Marketing"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:3
msgid "Social marketing campaigns"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:5
msgid "Social marketing campaigns help companies connect directly with the marketplace. These campaigns are helpful when introducing a new product to customers, explaining the value of a product or service, or when advertising an upcoming event or product release."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:9
msgid "The most effective social marketing campaigns typically involve multiple channels to maximize content distribution, and Odoo's *Social Marketing* application acts as a singular control center to monitor, plan, post, track, and analyze all of the various content and content channels within a single dashboard."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:17
msgid "To access a complete overview of all social marketing campaigns, open the :menuselection:`Social Marketing` application, and click :menuselection:`Campaigns` from the header menu. Doing so reveals a separate page with every campaign in a default kanban view."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:-1
msgid "View of the campaigns page in the Odoo Social Marketing application."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:25
msgid "Each *stage* in the kanban view can be edited, by clicking the :guilabel:`gear icon` to the left of the :guilabel:`+ (plus sign)` - located to the right of the stage title."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:29
msgid "The **gear icon** *only* appears when the cursor hovers to the left of the **+ (plus sign)**. When the gear icon is clicked, a drop-down menu reveals the options: :guilabel:`Fold`, :guilabel:`Edit Stage`, and :guilabel:`Delete`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:37
msgid "Clicking :guilabel:`Fold` minimizes that specific stage's column. The stage column can be restored by clicking the folded version of it on the main :guilabel:`Campaigns` dashboard in the default kanban view."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:41
msgid "Selecting :guilabel:`Edit Stage` reveals a pop-up window, in which the name and the sequence of the stage can be modified. If changes are made, be sure to click :guilabel:`Save`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:44
msgid "Clicking :guilabel:`Delete` removes the stage entirely."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:47
msgid "To add a new stage to the pipeline, side-scroll to the right on the :guilabel:`Campaigns` dashboard, click :guilabel:`Add a Column`, enter in the desired information, and click :guilabel:`Add`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:52
msgid "The same social marketing campaign information on the :guilabel:`Campaigns` dashboard can also be viewed as a list, by selecting the :guilabel:`List` option, located under the search bar, in the upper-right corner."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:57
msgid "Create social marketing campaigns"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:59
msgid "First, open the :menuselection:`Social Marketing` application, and select :guilabel:`Campaigns` from the header menu."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:62
msgid "On the :guilabel:`Campaigns` dashboard, a new campaign can be created by clicking the quick add :guilabel:`+ (plus sign)` located in the top-right corner of each stage in the pipeline, visible in the kanban view. Campaigns can also be created by clicking :guilabel:`Create` in the upper-left corner of the :guilabel:`Campaigns` dashboard."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:67
msgid "Both options reveal a new campaign detail window directly on the :guilabel:`Campaigns` dashboard when clicked."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:-1
msgid "View of the quick add option for campaigns in Odoo Social Marketing."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:74
msgid "Here, the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can be entered. When all modifications are complete, click :guilabel:`Add` to add the campaign to the database."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:78
msgid "Edit social marketing campaigns"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:80
msgid "In order to edit a campaign in greater detail, and create/send various forms of communications related to it, the template page for that campaign must be accessed and modified, accordingly. There are multiple ways to access a template page for a campaign."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:84
msgid "After entering the pertinent information in the :guilabel:`Quick Add` campaign drop-down, click :guilabel:`Edit`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:86
msgid "Simply select the desired campaign from the :guilabel:`Campaigns` dashboard in list or kanban view."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:88
msgid "On the :guilabel:`Campaigns` dashboard in the kanban view, select the :guilabel:`⋮ (three dots)` drop-down menu on the desired campaign, and select :guilabel:`Edit`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:91
msgid "Any of the above routes will reveal the *Campaign Template* page for that specific campaign."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:94
msgid "Social marketing campaign templates"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:96
msgid "On a *Campaign Template* page, numerous elements can be customized/modified, and various forms of communications can be created, modified, and sent or scheduled. Below is a sample of a completed campaign template."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:-1
msgid "View of a sample campaign template page in Odoo Social Marketing."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:105
msgid "In order for the :guilabel:`Send New Mailing` option to appear on campaign templates, make sure the *Mailing Campaigns* feature is enabled in the *Email Marketing* app. To do that, navigate to :menuselection:`Email Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing Campaigns`, and click :guilabel:`Save`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:111
msgid "In order for the :guilabel:`Send SMS` option to appear, the Odoo *SMS Marketing* application must be installed on the database."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:115
msgid "Add content and communications to campaigns"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:117
msgid "If the proper settings and applications are installed (as instructed above), there are four forms of communication/content options that can be added to campaigns. Each of these options are displayed as buttons in the upper-left corner of the campaign template page."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:121
msgid ":guilabel:`Send New Mailing`: reveals a blank email template on a separate page, in which the message can be fully customized in a variety of ways."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:123
msgid ":guilabel:`Send SMS`: reveals a blank SMS template on a separate page, in which a SMS communication can be created and configured."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:125
msgid ":guilabel:`Send Social Post`: reveals a blank social post template on a separate page, in which a post can be created, and applied to social media accounts that are already connected to the database."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:128
msgid ":guilabel:`Push Notification`: reveals a similar blank social post template on a separate page, however, the :guilabel:`Push Notification` options are already pre-selected in the :guilabel:`Post on` field."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:132
msgid "Whichever form of communication is created, once it's completed, Odoo returns to the :guilabel:`Campaign Template` page, showcasing that new content in its corresponding tab (e.g. :guilabel:`Mailings`, :guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push Notifications`)."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:137
msgid "As content and communications are added to a campaign, tabs for those specific mediums appear, along with a variety of analytical smart buttons (e.g. :guilabel:`Revenues`, :guilabel:`Quotations`, :guilabel:`Leads`, etc.)."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:141
msgid "These smart buttons, located at the top of the template, display different metrics related to the campaign, and its various communications and content. Clicking any smart button reveals a separate page dedicated to that particular element of the campaign, allowing for quicker, more organized analysis."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:147
msgid "The Odoo *Social Marketing* app is integrated with other Odoo applications, such as *Sales*, *Invoicing*, *CRM*, and *Website*."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:151
msgid ":doc:`/applications/marketing/social_marketing/essentials/social_essentials`"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:3
msgid "Social marketing essentials"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:5
msgid "Odoo's *Social Marketing* helps content marketers create and schedule posts, manage various social media accounts, analyze content effectiveness, and engage directly with social media followers in one, centralized location."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:10
msgid "Add social media accounts"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:12
msgid "In order to create posts, each social media account must be added as a stream in the Odoo *Social Marketing* application."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:16
msgid "Add a social media stream"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:18
msgid "Add a social media account as a stream by navigating to :menuselection:`Social Marketing` and then select the :guilabel:`Add A Stream` button located in the upper left corner"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:21
msgid "When :guilabel:`Add A Stream` is clicked, the following pop-up appears, displaying the different social media outlets to choose from."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:-1
msgid "View of the pop-up that appears when 'Add a Stream' is selected in Odoo."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:29
msgid "Additional social media outlet options are available depending on your version of Odoo."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:31
msgid "From this pop-up, select a social media option: :guilabel:`Facebook`, :guilabel:`LinkedIn`, or :guilabel:`Twitter`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:34
msgid "Then, Odoo navigates directly to that specific social media outlet's authorization page, where permission must be granted, in order for Odoo to add that particular social media account to the *Social Marketing* application as a stream on the main dashboard of the app."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:39
msgid "A Facebook page can be added as long as the Facebook account that grants permission is the administrator for the page. Also, different pages can be added for different streams."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:42
msgid "Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main :guilabel:`Social Marketing` dashboard, and a new column with that account's posts are automatically added."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:46
msgid "From here, new accounts and/or streams can be added and managed at any time."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:-1
msgid "Example of how a populated stream-filled dashboard looks in Odoo Social Marketing"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:53
msgid "Adding social media accounts to the feed also links that specific social media platform's KPIs (if the platform has them). To get redirected to the statistics and metrics related to any social account, click on :guilabel:`Insights`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
msgid "The insights link that can be accessed for each social media stream added in Odoo."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:62
msgid "Create and publish social media posts in Odoo"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:64
msgid "To create content for social media accounts in the :menuselection:`Social Marketing` application, click the :guilabel:`New Post` button located in the upper-left corner of the main dashboard, or navigate to :menuselection:`Posts --> Create` from the header menu."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:68
msgid "Either route reveals a blank post template page that can be customized and configured in a number of different ways."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:-1
msgid "How to create a social media post directly through Odoo"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:76
msgid "Post template"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:78
msgid "The post template page has many different options avaiable."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:81
msgid "'Your Post' section"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:83
msgid "The first option is the :guilabel:`Post on` field. This is where it's determined on what social media account(s), or on which website(s) via push notification, this post will be published."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:87
msgid "In order for the :guilabel:`Push Notification` option to appear, make sure the *Enable Web Push Notifications* feature is enabled in the *Website* app. To do that, navigate to :menuselection:`Website --> Configuration --> Settings`, activate :guilabel:`Enable Web Push Notifications`, fill out the corresponding fields, and click :guilabel:`Save`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:92
msgid "Odoo automatically provides every available social media account that's been linked to the database as an option in this section, as well."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:96
msgid "If a social media account hasn't been added as a stream to the *Social Marketing* application, it will not appear as an option on the post template."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:99
msgid "Next, there's the :guilabel:`Message` field. This is where the main content of the post is created."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:101
msgid "Type the desired message for the post in this field. To the right, as the :guilabel:`Message` field is populated, Odoo displays visual samples of how the post will look on all the previously selected social media accounts from the :guilabel:`Post on` field above."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:106
msgid "Emojis can also be added directly to the text in the :guilabel:`Message` field. Just click the :guilabel:`emoji (smiley face) icon`, located on the line of the :guilabel:`Message` field to the far right. Clicking this icon reveals a drop-down containing numerous emojis to choose from."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:110
msgid "If images are to be used in the post, click the :guilabel:`ATTACH IMAGES` link beneath the :guilabel:`Message` field, and Odoo reveals a pop-up window. In this pop-up, the desired image must be chosen, and then uploaded."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:114
msgid "A preview of the entire post, text and image (if applicable), is instantly displayed in the visual preview of the post."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:117
msgid "Next, there's the option to attach this post to a specific marketing campaign in the database in the :guilabel:`Campaign` field. Click the blank line next to :guilabel:`Campaign` to reveal the previously configured campaigns to choose from."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:122
msgid "A new campaign can be created, as well, by typing the name of the new campaign on the blank :guilabel:`Campaign` field, and selecting :guilabel:`Create` from the drop-down field menu. Or, select :guilabel:`Create and edit` from the menu to further customize that newly-created campaign."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:128
msgid "A social post does *not* need to be attached to a campaign."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:130
msgid "Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to have Odoo publish the post immediately, or :guilabel:`Schedule later` to have Odoo publish the post at a later date and time."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:134
msgid "If :guilabel:`Schedule later` is selected, Odoo reveals a new field beneath it (the :guilabel:`Scheduled post date` field). Clicking that empty field reveals a pop-up calendar, in which a future date and time is designated. At which time, Odoo will promptly publish the post on the pre-determined social media accounts."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:139
msgid "Click on the desired date to schedule the post for that day. Then, either select and customize the default time in the :guilabel:`Scheduled post date` field manually. Or, adjust the desired post time, by clicking the :guilabel:`scheduling (clock) icon` located on the calendar pop-up, and choose the desired time for Odoo to publish this post on that future date."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:144
msgid "If scheduling a post, remember to hit :guilabel:`Schedule` in the upper left of the post template. Doing so, locks in that specific date/time for Odoo to send the post, and it changes the status of the post to :guilabel:`Scheduled`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:149
msgid "Also, when :guilabel:`Schedule` is clicked, a number of analytical smart buttons appear on the post page. Each one offers up a detailed anaylsis of the corresponding metric (e.g. :guilabel:`Leads`, :guilabel:`Revenues`, etc.). These same smart buttons appear when a post is officially published, as well."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:155
msgid "'Web Notification Options' section"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:157
msgid "If any :guilabel:`Push Notifications` are selected in the :guilabel:`Post on` field, Odoo provides another section of settings/options at the bottom of the post template. It should be noted that *none* of these fields are required."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:161
msgid "The first field is for a :guilabel:`Push Notification Title`. This is text that is displayed as the title of the push notification whenever it's sent. Odoo displays a visual preview of this title, if one is created."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:165
msgid "To designate a specific page on the website that should trigger this push notification, enter that page's URL in the :guilabel:`Push Target URL` field. Then, once a visitor reaches that specific page, Odoo will display the push notification."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:169
msgid "Below that field is the option to add a custom :guilabel:`Push Icon Image`. This is an icon that appears beside the push notification. By default, Odoo uses a \"smiley face\" as the icon."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:172
msgid "To upload a new image, click the :guilabel:`Edit (pencil) icon` when the :guilabel:`Push Icon Image` field is hovered over with the cursor. Then, proceed to locate and upload the desired image, and Odoo automatically displays a preview of how the icon will appear on the push notification."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:176
msgid "Next, there is the option to :guilabel:`Send at Visitors' Timezone`. If enabled, Odoo will send it at the appropriate, pre-determined time, taking the visitor's location into consideration."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:180
msgid "Save, post, and test notification options"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:182
msgid "When all the modifications have been made, and the post is completed, either click :guilabel:`Save` to save the post as a *Draft*. Or, if the post is ready to be published immediately, click :guilabel:`Post`, and Odoo automatically publishes the post on the pre-determined social media accounts."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:187
msgid "There is also the option to :guilabel:`Test Notification`, if a :guilabel:`Push Notification` was selected in the :guilabel:`Post on` field. Clicking that, provides a quick example of how the notification will appear for visitors."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:192
msgid "Social post status bar"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:194
msgid "In the top-right of the :guilabel:`Post Template` page is the :guilabel:`Status Bar`. This displays the current status of the post."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:197
msgid "When :guilabel:`Save` is clicked, the post is in the *Draft* status."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:199
msgid "If the post is scheduled to be sent at a future date/time, and the :guilabel:`Schedule` button has been clicked, the status of the post is *Scheduled*."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:202
msgid "If the post is in the process of currently being published or sent, the status of the post is *Posting*. And, lastly, if the post has already been published or sent, the status is *Posted*."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:206
msgid "Posts page"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:208
msgid "To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing`, and click :menuselection:`Posts` in the header menu. Here, every post that has been created and posted with Odoo is available."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:212
msgid "There are four different view options for :guilabel:`Posts` page data: *kanban*, *calendar*, *list*, and *pivot*. The view options are located in the upper right corner of the :guilabel:`Posts` page, beneath the search bar."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:218
msgid "Kanban view"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:220
msgid "By default, Odoo displays the posts in a kanban view. The information on this page can be sorted even further, via the :guilabel:`Filters` and :guilabel:`Group by` drop-down menu."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
msgid "Kanban view of the posts page in the Odoo Social Marketing application."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:227
msgid "Calendar view"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:229
msgid "The calendar view option displays a visual representation in a calendar format of when posts were published, or are scheduled to be published. This option provides a clear overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and published posts."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
msgid "Example of the calendar view in Odoo Social Marketing."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:237
msgid "List view"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:239
msgid "The list view option is similar to the kanban option, but instead of individual blocks, all the post information is displayed in a clear, list layout. Each line of the list displays the :guilabel:`Social Accounts`, :guilabel:`Message`, and :guilabel:`Status` of every post."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
msgid "View of the list option on the posts page in Odoo Social Marketing."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:247
msgid "Pivot view"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:249
msgid "The pivot view option provides a fully customizable grid table, where different measures of data can be added and analyzed."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
msgid "View of the pivot option on the posts page in Odoo Social Marketing."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:256
msgid "The pivot view option provides numerous analytical options, allowing for in-depth, detailed analysis of various posts."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:259
msgid "Click on any :guilabel:`+ (plus sign) icon` next to a line in the pivot table to reveal more metric options to add to the grid."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:262
msgid "While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is available, located to the right of the :guilabel:`Measures` drop-down."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:265
msgid "When clicked, a pop-up appears, where the option to add this information to a current spreadsheet is available. The option to create a new spreadsheet for this information on-the-fly is also available in this pop-up, as well."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:269
msgid "Next to the :guilabel:`Insert in Spreadsheet` are three view options, specific to the pivot view."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:272
msgid "From left to right, the options are:"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:274
msgid ":guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid table."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:275
msgid ":guilabel:`Expand All`, which expands each line in the grid, revealing more detailed information related to it."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:277
msgid ":guilabel:`Download`, which, when clicked, instantly downloads the pivot table as a spreadsheet."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:281
msgid "Visitors"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:283
msgid "To see a complete overview of all the people who have visited the website(s) connected to the database, navigate to :menuselection:`Social Marketing --> Visitors` in the header menu."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:-1
msgid "View of the Visitors page in the Odoo Social Marketing application."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:290
msgid "Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban view. This same information can be sorted via the :guilabel:`Filters` and :guilabel:`Group By` options."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:294
msgid "The visitor data can also be viewed as a list or a graph. Those view options are located in the upper-right corner of the :guilabel:`Visitors` page beneath the search bar."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:298
msgid "Social media page"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:300
msgid "Go to :menuselection:`Configuration --> Social Media` to see a collection of all social media options: :guilabel:`Facebook`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`Push Notifications`."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:-1
msgid "View of the social media page in the Odoo Social Marketing application."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:308
msgid "If no account has been linked to any particular social media, click :guilabel:`Link Account` to proceed through the linking process."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:312
msgid "Social accounts page"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:314
msgid "To see a list of all social accounts linked to the database, go to :menuselection:`Configuration --> Social Accounts`. This page will display the :guilabel:`Medium Name` and the :guilabel:`Social Media` platform it is associated with."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:-1
msgid "View of the social accounts page in the Odoo Social Marketing application."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:322
msgid "To edit/modify any social accounts, simply select the desired account from the list on this page, and proceed to make any adjustments necessary. Don't forget to hit :guilabel:`Save` to secure any changes."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:327
msgid "Social streams page"
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:329
msgid "Navigate to :menuselection:`Configuration --> Social Streams` to reveal a separate page containing all of the social media streams that have been added to the main dashboard of the *Social Marketing* app, accessible via the :guilabel:`Feed` option in the header menu."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:337
msgid "Here, the social stream information is organized in a list with the :guilabel:`Social Media`, the :guilabel:`Title` of the stream, and the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, :guilabel:`Keyword`, etc.)."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:341
msgid "To modify any stream's information, simply click the desired stream from the list, and proceed to make any necessary adjustments. Don't forget to hit :guilabel:`Save` to secure any changes."
msgstr ""

#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:345
msgid ":doc:`/applications/marketing/social_marketing/essentials/social_campaigns`"
msgstr ""

#: ../../content/applications/marketing/surveys.rst:5
msgid "Surveys"
msgstr ""

#: ../../content/applications/marketing/surveys.rst:8
msgid "`Odoo Tutorials: Surveys <https://www.odoo.com/slides/surveys-62>`_"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:3
msgid "Survey essentials"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:5
msgid "Companies often use surveys to collect valuable information from their customers and employees, which in turn, allows them to make more informed business decisions."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:8
msgid "In Odoo, surveys are used to collect customer feedback, evaluate the success of a recent event, measure the satisfaction of customers (or employees), and gain more insight into shifting market sentiments."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:13
msgid "Getting started"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:15
msgid "To begin, open the :guilabel:`Surveys` application and click :guilabel:`Create`. Odoo then redirects the page to a blank survey template form."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:18
msgid "On the survey form, add a :guilabel:`Survey Title` and then add a cover image to the survey by hovering over the photo icon and clicking on the :guilabel:`Edit (pencil)` icon. When the file explorer window opens, choose an image from the local files."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:22
msgid "Below the :guilabel:`Survey Title` are various tabs in which the survey questions and format can be created and customized. These tabs are labeled as follows:"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:25
msgid ":guilabel:`Questions`: the list of questions to be asked in the survey"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:26
msgid ":guilabel:`Description`: contextual information to aid in understanding the survey"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:27
msgid ":guilabel:`Options`: choices for survey respondents to answer the questions"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:-1
msgid "Various tabs that can be found on the survey template page."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:34
msgid "Questions tab"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:36
msgid "Add questions and sections to the survey in the :guilabel:`Questions` tab. A section divides the survey into parts in order to visually group similar questions together. To make a section, click :guilabel:`Add a section` and type in a section name. Then, add questions or drag and drop questions into the divided sections."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:41
msgid "Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and Questions` pop-up to create and customize the survey question."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:-1
msgid "The survey question pop-up window."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:49
msgid "Create questions"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:51
msgid "In the :guilabel:`Create Sections and Questions` pop-up, type the question in the :guilabel:`Question` field. Then, choose the :guilabel:`Question Type`. A preview of how the question type looks is shown in the preview window."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:55
msgid "Choose from the following :guilabel:`Question Types`:"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:57
msgid ":guilabel:`Multiple Lines Text Box`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:58
msgid ":guilabel:`Single Line Text Box`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:59
msgid ":guilabel:`Numerical Value`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:60
msgid ":guilabel:`Date`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:61
msgid ":guilabel:`Datetime`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:62
msgid ":guilabel:`Multiple choice: only one answer`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:63
msgid ":guilabel:`Multiple choice: multiple answers allowed`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:64
msgid ":guilabel:`Matrix`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:67
msgid "Different features appear in the :guilabel:`Answers` and :guilabel:`Options` tabs, depending on the :guilabel:`Question Type` chosen. However, the :guilabel:`Description` tab always remains the same, regardless of what question is chosen."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:72
msgid "Create sections and questions"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:74
msgid "Once a :guilabel:`Question Type` has been selected, there are three possible tabs where information can be customized for the question. These include the :guilabel:`Answers` (if applicable), :guilabel:`Description`, and :guilabel:`Options` tabs."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:78
msgid "Each tab offers a variety of different features depending on what :guilabel:`Question Type` was chosen."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:81
msgid "For example, in the :guilabel:`Options` tab, the following options may appear:"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:83
msgid ":guilabel:`Mandatory Answer`: the question must be answered."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:84
msgid ":guilabel:`Matrix Type`: for matrix-type questions, select if one choice or multiple choices can be selected per row."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:86
msgid ":guilabel:`Number of columns`: select how many columns are displayed."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:87
msgid ":guilabel:`Images on answers`: allow images on the answer options."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:88
msgid ":guilabel:`Conditional Display`: determine if the question is displayed based on the participant's answer to a previous question."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:90
msgid ":guilabel:`Show Comments Field`: allow the participant to type a comment in a text box."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:91
msgid ":guilabel:`Question Time Limit`: for live session surveys, set a time limit for the question."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:94
msgid "Conditional Display"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:96
msgid ":guilabel:`Conditional Display` means the question is only displayed if the specified conditional answer has been selected in a previous question."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:99
msgid "When the box next to :guilabel:`Conditional Display` is selected, the :guilabel:`Triggering Question` field appears. Select a question from the survey."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:102
msgid "Then, a :guilabel:`Triggering Answer` field appears. Here, select which answer will trigger this :guilabel:`Conditional Display` question."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:106
msgid "Options tab"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:108
msgid "Back on the main survey template form, under the :guilabel:`Options` tab, there are different sections of settings that can be modified."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:111
msgid "The sections include:"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:113
msgid ":guilabel:`Questions`: focuses on the overall presentation of the survey"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:114
msgid ":guilabel:`Scoring`: decides how the survey is scored"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:115
msgid ":guilabel:`Candidates`: manages access to the survey"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:116
msgid ":guilabel:`Live Session`: enables the survey into a real-time group activity."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:119
msgid "Questions"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:121
msgid "First, select the :guilabel:`Layout` of the survey. The following options can be chosen:"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:123
msgid ":guilabel:`One page with all the questions`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:124
msgid ":guilabel:`One page per section`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:125
msgid ":guilabel:`One page per question`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:127
msgid "If either the :guilabel:`One page per section` or :guilabel:`One page per question` options are chosen, then the :guilabel:`Back Button` option appears. If selected, the :guilabel:`Back Button` option allows the participant to go back to a question during the survey."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:131
msgid "Under the :guilabel:`Layout` options is the :guilabel:`Progression Mode` setting, which indicates how the participant's progress during the survey is displayed. It is shown as either a :guilabel:`Percentage` or a :guilabel:`Number`."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:135
msgid "Next, there is an option available to add a :guilabel:`Survey Time Limit`. To implement this option, simply check the box, and enter the amount of time (in minutes) participants have to complete the survey."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:139
msgid "After the :guilabel:`Survey Time Limit` option is a section labeled :guilabel:`Selection`. Here, questions can be :guilabel:`Randomized per section`, in other words, the number of random questions can be configured by section. This mode is ignored in a live session."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:144
#: ../../content/applications/marketing/surveys/scoring.rst:56
msgid ":doc:`time_random`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:147
msgid "Scoring"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:149
msgid "The following options are available when deciding how a :guilabel:`Scoring` method:"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:151
msgid ":guilabel:`No scoring`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:152
msgid ":guilabel:`Scoring with answers at the end`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:153
msgid ":guilabel:`Scoring without answers at the end`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:155
msgid "If either the :guilabel:`Scoring with answers at the end` or :guilabel:`Scoring without answers at the end` options are selected, a :guilabel:`Success %` field appears. Set the percentage of correct answers needed to pass the survey."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:159
msgid "Next, there is the option to make the survey a certification. To do so, check the box next to the option labeled :guilabel:`Is a Certification`, and two additional fields appear. Select a color theme in the :guilabel:`Certification Template` field and then choose an :guilabel:`Email Template`. When a participant passes the certification with the required score, an email from Odoo will automatically be sent to that person using the selected email template."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:165
msgid "If the :guilabel:`Give Badge` feature is enabled and the :guilabel:`Certification Badge` is set, the survey participant also receives a badge upon passing the certification."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:169
#: ../../content/applications/marketing/surveys/time_random.rst:48
msgid ":doc:`scoring`"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:172
msgid "Candidates"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:174
msgid "To determine access to the survey, the :guilabel:`Access Mode` has two options to choose between: :guilabel:`Anyone with the link` and :guilabel:`Invited people only`."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:177
msgid "Below the :guilabel:`Appraisal Managers Only` checkbox is the :guilabel:`Login Required` option to require a login to participate in the survey. If this option is activated, an :guilabel:`Attempts Limit` field also populates, in which the number of survey attempts is defined for the participant."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:182
msgid "Live Session"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:184
msgid "The :guilabel:`Live Session` section is dedicated to users who are conducting surveys in real-time, wherein they directly engage with and collect answers from a live audience."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:187
msgid "Customize the :guilabel:`Session Code` here; this code is needed for participants to access the live session survey. Reward participants for quick answers by selecting the checkbox labeled :guilabel:`Reward quick answers`. By checking it, attendees will get more points if they answer quickly."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:193
msgid "Description tab"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:195
msgid "Back on the main survey template page is the :guilabel:`Description` tab, where a custom description of the survey can be added. This is displayed beneath the title on the survey's homepage, which is on the front end of the website made through the Odoo :guilabel:`Website` app."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:200
msgid "Test and share the survey"
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:202
msgid "Once the survey is created and saved, run a test to check for possible errors before finally sending it out to the participants by clicking :guilabel:`Test` in the upper left corner of the survey template page."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:206
msgid "When activated, Odoo redirects the page to a test version of the survey on the front end of the website. This page displays how the survey will look to participants. Proceed to run through the survey, like a normal participant, to check for errors."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:210
msgid "To return to the survey template form in the backend, simply click the :guilabel:`This is a test survey. Edit Survey` link in the blue banner along the top of the page. Once Odoo redirects the page to the survey template in the backend, make any further changes, as needed, before officially sending the survey out to participants."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:215
msgid "When the survey is ready to be shared with the audience, click the :guilabel:`Start Survey` button in the upper-left corner of the survey template form. Then, click :guilabel:`Share`."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:218
msgid "In the pop-up window, add the survey recipients in the :guilabel:`Recipients` field (for existing contacts in the Odoo database) or the :guilabel:`Additional emails` field (for contacts that do not want to be listed in the Odoo database). Finally, click :guilabel:`Send`."
msgstr ""

#: ../../content/applications/marketing/surveys/create.rst:222
msgid "As answers are received, check them by clicking the :guilabel:`Answers` smart button on the survey template form, or the :guilabel:`See Results` button in the upper left corner. To end the survey, click the :guilabel:`Close` button on the survey template form."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:3
msgid "Scoring surveys"
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:5
msgid "To measure a survey participant's performance, knowledge, or overall satisfaction, Odoo ascribes points to survey answers. At the end of the survey, these points are summed up, resulting in the participant's final score."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:9
msgid "To add points to questions, open the :guilabel:`Surveys` application, choose the desired survey form, and then click on the :guilabel:`Options` tab. Under the :guilabel;`Scoring` section, choose between :guilabel:`Scoring with answers at the end` or :guilabel:`Scoring without answers at the end`."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:14
msgid ":guilabel:`Scoring with answers at the end` shows the survey participant their answers after completing the survey, and displays which questions they got right or wrong. On questions where there was an incorrect answer, the correct answer will be highlighted."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:18
msgid ":guilabel:`Scoring without answers at the end` does not show the survey participant their answer choices after completing the survey, only their final score."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:21
msgid "To indicate correct answers, click on the :guilabel:`Questions tab` and choose a question. In the question form, check the :guilabel:`Is a correct answer` box for the choice that is the correct answer and attach a score value."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:25
msgid "Back on the :guilabel:`Options` tab of the survey, set the :guilabel:`Success %`. The percentage entered determines what percentage of correct answers is needed to pass the survey."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:28
msgid "Further on the :guilabel:`Options` tab of the survey, survey administrators can also choose to make the survey a certification. A certification indicates that the survey asks questions to test the participants' knowledge level on a subject."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:32
msgid "When enabling the :guilabel:`Is a certification` option, choose a :guilabel:`Certification email template`. The certification will automatically be emailed using this email template to users who pass the survey with a final score that is greater than or equal to the set :guilabel:`Success %`."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:36
msgid "In the :guilabel:`Candidates` section, participants can be required to log in to take the survey. If the :guilabel:`Login Required` setting is enabled, two new options appear: the :guilabel:`Attempts Limit` checkbox, which limits the number of times a participant can attempt the survey, and the option to :guilabel:`Give Badge`, located beneath the :guilabel:`Certification` options in the :guilabel:`Scoring` section."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:-1
msgid "Setting the Required Score (percentage), login required, and certification template."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:46
msgid "Badges are displayed on the eLearning portion of a given user's portal, and are a way to set milestones and reward participants for passing surveys or gaining points. Besides the awardee, website visitors who access the :guilabel:`Courses` page will also be able to see the granted badges."
msgstr ""

#: ../../content/applications/marketing/surveys/scoring.rst:-1
msgid "Example of how a badge looks on the eLearning portion of the website."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:3
msgid "Timed and randomized questions"
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:5
msgid "When creating a survey in Odoo, there are options to set a time limit on the survey and randomize the questions."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:9
msgid "Time limit"
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:11
msgid "During a timed survey, participants must finish the survey within a specified period of time. A common use case for implementing a time limit is that it greatly reduces the chance of participants looking up responses via external resources (e.g. web search), and reduces the survey to a \"closed book\" testing environment."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:16
msgid "Find the :guilabel:`Survey Time Limit` setting in the :guilabel:`Options` tab of the survey form, under the :guilabel:`Questions` section."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:-1
msgid "Time limit field in the options tab of a survey template form."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:23
msgid "When the :guilabel:`Survey Time Limit` option is checked, a timer will be displayed on every page of the survey, letting participants keep track of the time remaining while the survey is active."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:27
msgid "Participants that do not submit their survey by the preconfigured time limit will *not* have their answers saved."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:31
msgid "Randomized selection"
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:33
msgid "When a survey is randomized, Odoo shuffles the questions and reveals them in a random order every time a participant begins the questionnaire. Using randomization as a survey method discourages participants from looking at each other's responses, and helps control for individual testing."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:37
msgid "To randomize a survey, click the :guilabel:`Options` tab on the survey form. In the :guilabel:`Questions` section, select :guilabel:`Randomized per section` for the :guilabel:`Selection` field. After enabling, navigate to the :guilabel:`Questions` tab and look in the :guilabel:`Random questions count` column. From there, determine how many questions (per section) Odoo should select and display during the shuffling of questions."
msgstr ""

#: ../../content/applications/marketing/surveys/time_random.rst:-1
msgid "Randomized question count in the questions tab of a survey."
msgstr ""