4231 lines
170 KiB
Plaintext
4231 lines
170 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Matjaz Mozetic <m.mozetic@matmoz.si>, 2023
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# Jasmina Macur <jasmina@hbs.si>, 2023
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# matjaz k <matjaz@mentis.si>, 2023
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# Martin Trigaux, 2023
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# Boris Kodelja <boris@hbs.si>, 2023
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-05-02 14:02+0000\n"
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"PO-Revision-Date: 2022-10-04 12:54+0000\n"
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"Last-Translator: Boris Kodelja <boris@hbs.si>, 2023\n"
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"Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: sl\n"
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"Plural-Forms: nplurals=4; plural=(n%100==1 ? 0 : n%100==2 ? 1 : n%100==3 || n%100==4 ? 2 : 3);\n"
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#: ../../content/applications/marketing.rst:5
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msgid "Marketing"
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msgstr "Marketing"
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#: ../../content/applications/marketing/events.rst:5
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msgid "Events"
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msgstr "Dogodki"
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#: ../../content/applications/marketing/events.rst:8
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msgid "`Odoo Tutorials: Events <https://www.odoo.com/slides/surveys-63>`_"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:3
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msgid "Event essentials"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:5
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msgid ""
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"Odoo Events provides event coordinators with an arsenal of planning, "
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"communications, and reporting tools to create immersive and engaging "
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"experiences for customers. Namely, staff can create and publish events on "
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"their website, sell tickets online, scan tickets with Odoo barcode, send out"
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" automated emails, and generate rich reporting data once the event accepts "
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"registrations."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:11
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msgid "Kanban concepts and organization"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:13
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msgid ""
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"To get started, click on the :guilabel:`Events` application on the home "
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"dashboard, which then leads to the kanban view populated with a variety of "
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"pipeline stages. Key information is listed on each event card, such as the "
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"date/time of the event, along with the number of expected (and confirmed) "
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"attendees."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:18
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msgid ""
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"To create a new stage, click :guilabel:`Add a Column` and provide a "
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"befitting title to reflect the purpose of that stage."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:21
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msgid ""
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"To reorganize the stages, just drag-and-drop them until they are in the "
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"correct order. Stages can also be “folded” in the kanban for a cleaner "
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"presentation, via the :guilabel:`Settings` menu to the right of each stage's"
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" title, which is represented by a gear icon."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:26
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msgid ""
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"The gear icon, by default, is hidden and will appear next to the "
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":guilabel:`+` icon when moused over."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:29
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msgid "When clicked, a drop-down menu of settings will appear."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst-1
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msgid "Overview of events setting with the kanban view in Odoo Events."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:36
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msgid "Create a new event"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:38
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msgid ""
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"To create an event, click :guilabel:`Create` from the Events dashboard. Odoo"
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" will then direct the page to a blank event template form."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:41
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msgid ""
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"From the event form, fill out the necessary fields, either by choosing from "
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"existing data in the Odoo database or by creating and editing new field "
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"data. Key information to enter for the event includes:"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:45
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msgid ":guilabel:`Event Name`: give the event a title."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:46
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msgid ""
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":guilabel:`Date`: includes the start and end dates/times for the event."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:47
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msgid ""
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":guilabel:`Timezone`: covers the timezone for when the event is taking "
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"place."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:48
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msgid ""
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":guilabel:`Template`: choose from a pre-built event template or build a "
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"custom one and connect it here."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:50
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msgid ""
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":guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. "
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"`tradeshow`). Tags help better organize event cards in the kanban and are "
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"useful when using search filters during reporting periods."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:53
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msgid ""
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":guilabel:`Organizer`: detail the organizer(s) for the event. This field is "
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"usually the company that owns the Odoo database, or a vendor."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:55
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msgid ""
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":guilabel:`Responsible`: name the point person who is responsible for "
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"organizing the event."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:56
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msgid ""
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":guilabel:`Website`: indicate which Odoo website(s) the event event should "
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"be published to."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:57
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msgid ""
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":guilabel:`Venue`: list the venue details here if it's a new record, or "
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"choose from an existing location."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:59
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msgid ""
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":guilabel:`Limit Registrations`: when enabled, this setting caps the "
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"attendee registrations to a specified amount"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:61
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msgid ""
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":guilabel:`Autoconfirmation`: when enabled, this setting skips the "
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"confirmation request that gets sent by email to event registrants, and "
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"automatically confirms their registration."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:64
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msgid ""
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"Once the fields in the event form are set, move on to the "
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":guilabel:`Tickets` and :guilabel:`Communication` tabs, and optionally the "
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":guilabel:`Questions` tab if registrations should require additional "
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"information."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:69
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msgid "Add and sell event tickets"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:71
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msgid ""
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"Under the :guilabel:`Tickets` tab, add line items for each type of ticket "
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"the event plans to offer. Here, determine the ticket price, start/end dates "
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"for registrations, as well as the maximum number of tickets that can be "
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"sold."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:75
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msgid ""
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"If selling tickets isn't necessary for the event, a simple "
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":guilabel:`Registration` button will be displayed on the event's page by "
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"default."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst-1
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msgid "View of the ticket tab in Odoo Events."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:83
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msgid "Send automated emails, text, and social posts to event attendees"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:85
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msgid ""
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"Under the :guilabel:`Communication` tab, configure personalized email, SMS, "
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"or social post messages to keep in touch with event attendees. For each "
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"communication, click :guilabel:`Add a line` in the :guilabel:`Communication`"
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" tab form, and then choose (or create) a communications template using the "
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"drop-down menu under the :guilabel:`Template` column."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:90
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msgid ""
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"Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how "
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"often the communication should be sent; use these time fields to specify the"
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" frequency of :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, or "
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":guilabel:`Months` communications should be sent. There is also the option "
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"to send communications `Immediately` after a specified :guilabel:`Trigger` "
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"is activated."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:96
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msgid ""
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"In the last column, determine the :guilabel:`Trigger` which controls how and"
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" when the communication is sent. For this action, choose between: "
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":guilabel:`Before the event`, :guilabel:`After each registration`, or "
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":guilabel:`After the event`."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst-1
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msgid "View of the communication tab in Odoo Events."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:105
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msgid "Attach a questionnaire to event registrations"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:107
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msgid ""
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"Implementing a questionnaire during event sign up is an effective way to "
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"gauge the wants, needs, and interests of the event's attendees ahead of "
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"time. Questionnaires also act as informative analytics tools for reporting "
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"periods before (or after) events take place."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:111
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msgid ""
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"To create a questionnaire, from the :guilabel:`Events` application, navigate"
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" to :menuselection:`Configuration --> Settings` and then enable the "
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":guilabel:`Questions` setting."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:114
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msgid ""
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"With the setting enabled, questions and answers can now be added (and "
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"recorded) under the the :guilabel:`Questions` tab back on the event form. "
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"For each question, specify if it should only be asked once with the "
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":guilabel:`Ask once per order` checkbox, or if the question requires a "
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":guilabel:`Mandatory Answer`, which will make the question required for "
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"registration."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:120
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msgid ""
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"If the :guilabel:`Once per order` checkbox is enabled, then a single "
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"registration for 3 event attendees will show the questionnaire only once."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:123
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msgid ""
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"There are two :guilabel:`Question Types` to choose from: "
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":guilabel:`Selection` and :guilabel:`Text Input`. The :guilabel:`Selection` "
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"type, allows attendees to select an answer from pre-configured options, "
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"which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text "
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"Input` type allows attendees to write in their own answer to the question in"
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" a text box."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst-1
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msgid "View of an event form, open the questions tab, and add a question."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:133
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msgid "Log internal notes or add ticket instructions"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:135
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msgid ""
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"In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` "
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"and/or :guilabel:`Ticket instructions`."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:138
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msgid ""
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"Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, "
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"contact information, etc.) for event staff to reference. In the "
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":guilabel:`Ticket instructions` field, helpful information for staff and "
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"attendees can be shared (like, directions to the venue, opening/closing "
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"times, etc.)"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:144
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msgid ""
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"Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket "
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"instructions`) to reveal a sub-menu of :guilabel:`Structure` options. These "
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"options provide various formatting options to ensure vital internal "
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"information is organzied for event staff to review."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst-1
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msgid "View of the Notes tab in Odoo Events."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:153
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msgid "Invite attendees to the event"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:155
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msgid ""
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"To invite people to an event, click the :guilabel:`Invite` button located in"
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" the top left corner of the event form."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:158
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msgid ""
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"Inside the invite template form, are options to sent email or SMS invites. "
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"Each message can be fully customized, and recipients can be added."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:161
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msgid ""
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"Adding a :guilabel:`Subject` line for the invite message is required, but "
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"the :guilabel:`Preview Text` field is optional. The :guilabel:`Preview Text`"
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" is a catchy preview sentence meant to encourage recipients to open the "
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"email."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:166
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msgid ""
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"In most cases, the :guilabel:`Preview Text` is displayed next to the "
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"subject. Keep this field empty to ensure the first characters of the email "
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"content appear, instead."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:170
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msgid "Select invitees and configure recipient filters"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:172
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msgid ""
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"In the middle of the invitation form, find and click the "
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":guilabel:`Recipients` field, to reveal a drop-down menu of recipient "
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"options. These choices represent where Odoo will find the desired "
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"recipients' information."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:176
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msgid ""
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"Once an option from this menu is selected (e.g. :guilabel:`Applicant`, "
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":guilabel:`Contact`, :guilabel:`Event Registration`, "
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":guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation to all "
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"recipients who match that initial rule. Additional rules can be added to "
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"narrow down the target recipients, by clicking :guilabel:`Add Filter`."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst-1
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msgid ""
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"View of the add filter button beneath the recipients field in Odoo Events."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:185
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msgid ""
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"Clicking :guilabel:`Add Filter` reveals three fields, formatted like an "
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"equation. To reveal the sub-menu options, click each field, and make the "
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"desired selections, until the preferred configuration has been acheived. The"
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" number of :guilabel:`Records` that match the rule(s) are indicated to the "
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"right of the :guilabel:`Recipients` field, in green."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:191
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msgid ""
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"Some sub-menu options in the first rule field allow for a second choice to "
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"provide even more specificity."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:194
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msgid ""
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"To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and "
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":guilabel:`...` icons. The :guilabel:`x` icon deletes a specific node (line)"
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" of the rule. The :guilabel:`+` icon adds a node (line) to the rule. And, "
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"the :guilabel:`...` icon adds a branch to the node. A branch means two "
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"additional, indented sub-nodes are added to the rule, providing even more "
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"specificity to the line above it."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:201
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msgid "Build a custom event invite"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:203
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msgid ""
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"In the :guilabel:`Mail Body` tab, there are a number of pre-configured "
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"message templates to choose from. Select the desired template, and modify "
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"every element of its design details with Odoo's drag-and-drop web builder, "
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"located on the right sidebar."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst-1
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msgid ""
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"View of the drag and drop building blocks used to customize event invite "
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"emails."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:212
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msgid ""
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"To build an email event invite from scratch, select the :guilabel:`Plain "
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"Text` template, and Odoo will provide a blank email canvas, which can be "
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"customized either by using the front-end rich text editor that accepts slash"
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" (`/`) commands, or the XML code editor when :ref:`developer mode "
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"<developer-mode>` is engaged and the :guilabel:`</>` icon is pressed."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:218
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msgid ""
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"The :guilabel:`Mail Body` tab (and template options), are only available if "
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"the event invite :guilabel:`Mailing Type` is designated as an "
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":guilabel:`Email`. If :guilabel:`SMS` is the :guilabel:`Mailing Type`, a "
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":guilabel:`SMS Content` tab (consisting of a blank text space), is "
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"available, instead."
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:224
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msgid "Modify event invite settings"
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msgstr ""
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#: ../../content/applications/marketing/events/event_essentials.rst:226
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msgid ""
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"The options under the :guilabel:`Settings` tab are different, depending on "
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"the specified :guilabel:`Mailing Type`."
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msgstr ""
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#: ../../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 "Nastavitve"
|
|
|
|
#: ../../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 "Avtomatizacija trženja"
|
|
|
|
#: ../../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 "Napredno"
|
|
|
|
#: ../../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 :guilabel:`Odoo Marketing Automation` "
|
|
"application helps marketers to do just that by providing filtering tools, "
|
|
"that can be as simple or as complex as necessary, to reach the right "
|
|
"customers at the right time."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11
|
|
msgid "Work with target filters"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13
|
|
msgid ""
|
|
"When configuring the filters on a marketing campaign, there are some options"
|
|
" that have an arrow icon beside them. The arrow signifies that the filter "
|
|
"has more refined parameters within it."
|
|
msgstr ""
|
|
|
|
#: ../../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:20
|
|
msgid ""
|
|
"Filters can be extended by adding *branches* and *nodes*. A *node* adds "
|
|
"another filtering parameter to a group of targeting conditions (e.g. a new "
|
|
"line), and a *branch* creates a narrowly refined cluster of parameters, "
|
|
"allowing filters to be grouped with *Any* or *All* statements."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:24
|
|
msgid "Every time a new branch is created, there are two options:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26
|
|
msgid ""
|
|
"Either the records can match :guilabel:`ALL` criteria for the upcoming rules"
|
|
" (an AND statement where all criteria must match)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:29
|
|
msgid ""
|
|
"Or, the records can match :guilabel:`ANY` criteria for the upcoming rules "
|
|
"(an OR statement where only one of the criteria must match)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:32
|
|
msgid ""
|
|
"To change between these two options, simply click the drop-down arrow icon "
|
|
"in the green box and select :guilabel:`Any` or :guilabel:`All`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:35
|
|
msgid ""
|
|
"To add a node, click on the :guilabel:`+ (plus sign icon)` and to add "
|
|
"another branch click on the :guilabel:`... (ellipses icon)`. To exclude a "
|
|
":guilabel:`node` (or a :guilabel:`branch`), click on :guilabel:`x (delete)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:44
|
|
msgid "Use cases"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:46
|
|
msgid ""
|
|
"The following scenarios below outline different combinations of filters a "
|
|
"marketing campaign might commonly use."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:50
|
|
msgid ""
|
|
"Scenario #1: Narrow the target down to new opportunities in the pipeline"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:52
|
|
msgid ""
|
|
"While in Edit mode on a campaign template form, select the "
|
|
":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-"
|
|
"down menu. Then, search for :guilabel:`Lead/Opportunity` and select it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:56
|
|
msgid ""
|
|
"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on"
|
|
" the default :guilabel:`ID` filter option in the first portion of the filter"
|
|
" equation. Doing so reveals a drop-down menu full of filter options. From "
|
|
"this drop-down, scroll down (or search for) :guilabel:`Type`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:61
|
|
msgid ""
|
|
"Keep the second portion of the filter equation on the default :guilabel:`= "
|
|
"(equal sign)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:63
|
|
msgid ""
|
|
"Then, change the third (and final) portion of the filter equation from "
|
|
":guilabel:`Lead` to :guilabel:`Opportunity`. The number of "
|
|
":guilabel:`Records` that fit this specific filter equation will change as "
|
|
"the equation is customized."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:67
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:103
|
|
msgid ""
|
|
"Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to"
|
|
" the right of the equation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:70
|
|
msgid ""
|
|
"With \"new\" opportunities being the target of this filter, the second node "
|
|
"will focus on only locating opportunities that are in the :guilabel:`New` "
|
|
"stage of the pipeline. To do that, select the default :guilabel:`ID` from "
|
|
"the first portion of the second filter equation, and scroll down (or search "
|
|
"for) :guilabel:`Stage` from the field drop-down menu."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:75
|
|
msgid ""
|
|
"Once again, leave the second portion of the filter equation on :guilabel:`= "
|
|
"(equal sign)`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:77
|
|
msgid ""
|
|
"Lastly, highlight the default value in the third (and final) portion of the "
|
|
"second filter equation and type in :guilabel:`New`. With that completed, "
|
|
"Odoo will only target opportunities that are in the \"New\" stage of the "
|
|
"pipeline."
|
|
msgstr ""
|
|
|
|
#: ../../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:86
|
|
msgid ""
|
|
"Scenario #2: Narrow the target down to the event attendees that purchased a "
|
|
"specific ticket"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:88
|
|
msgid ""
|
|
"While in Edit mode on a campaign template form, select the "
|
|
":guilabel:`Target` field, and click :guilabel:`Search More` from the drop-"
|
|
"down menu. Then, scroll down (or search for) :guilabel:`Event` and select "
|
|
"it."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:92
|
|
msgid ""
|
|
"Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on"
|
|
" the default :guilabel:`ID` filter option in the first portion of the filter"
|
|
" equation. Doing so reveals a drop-down menu full of filter options. From "
|
|
"this drop-down, scroll down (or search for) :guilabel:`Event`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:97
|
|
msgid ""
|
|
"Click the the default :guilabel:`= (equal sign)` in the second portion of "
|
|
"the filter equation. This reveals a drop-down menu. On this menu, select "
|
|
":guilabel:`contains`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:100
|
|
msgid ""
|
|
"In the third (and final) empty portion of the filter equation, type in the "
|
|
"name of the event(s) that you would like Odoo to consider for this campaign "
|
|
"filter."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:106
|
|
msgid ""
|
|
"The second node will focus on targeting this campaign to attendees who "
|
|
"purchase a specific type of ticket to the aforementioned event(s) in the "
|
|
"first filter equation. To do that, select the default :guilabel:`ID` from "
|
|
"the first portion of the second filter equation, and scroll down (or search "
|
|
"for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that "
|
|
"same drop-down menu, select :guilabel:`Name`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:112
|
|
msgid ""
|
|
"Once again, click the the default :guilabel:`= (equal sign)` in the second "
|
|
"portion of the filter equation, and select :guilabel:`contains`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:115
|
|
msgid ""
|
|
"Lastly, in the third (and final) portion of the second filter equation, "
|
|
"which will be blank, type in the name of the ticket type that should be used"
|
|
" for the filter. In this case, :guilabel:`Standard` is the name of the event"
|
|
" ticket type for this sample filter."
|
|
msgstr ""
|
|
|
|
#: ../../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 and running a campaign"
|
|
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 :guilabel:`Marketing Automation` application and click on a "
|
|
"campaign. Make sure the campaign already has activities configured on it (or"
|
|
" build a campaign by following the directions here on :doc:`this "
|
|
"documentation <workflow_activities>`). To start a test, click the "
|
|
":guilabel:`Launch a Test` button at the top of the template form."
|
|
msgstr ""
|
|
|
|
#: ../../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:17
|
|
msgid ""
|
|
"When clicked, a pop-up window appears. In the dropdown field choose a "
|
|
"specific record to run the test on, or create a brand new record by clicking"
|
|
" the :guilabel:`Search More...` link at the bottom of the dropdown menu, and"
|
|
" then click the :guilabel:`Create` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21
|
|
msgid ""
|
|
"Once the record is selected, click :guilabel:`Continue`, and Odoo will "
|
|
"redirect to the campaign test page."
|
|
msgstr ""
|
|
|
|
#: ../../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:28
|
|
msgid ""
|
|
"Here, the name of the :guilabel:`Record` being tested is visible, along with"
|
|
" the precise time this test workflow was started. Beneath that is the first "
|
|
"activity (or activities) in the workflow."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31
|
|
msgid ""
|
|
"To start a test, click the :guilabel:`Run` icon beside the first activity in"
|
|
" the workflow. When clicked, the page will reload, and Odoo will show the "
|
|
"various results (and analytics) connected to that specific activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1
|
|
msgid "Workflow test progress in Odoo Marketing Automation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:39
|
|
msgid ""
|
|
"Once all the workflow activities are completed, the test will end and be "
|
|
"moved to the :guilabel:`Completed` stage. To stop a test before all the "
|
|
"workflow activities are completed, click the :guilabel:`Stop` button."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3
|
|
msgid "Marketing activities"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5
|
|
msgid ""
|
|
"When creating a campaign in the :guilabel:`Marketing Automation` app, users "
|
|
"can plan marketing activities such as email or SMS campaigns. To get "
|
|
"started, navigate to the :guilabel:`Workflow` area, and click :guilabel:`Add"
|
|
" New Activity`. A blank activity template will appear where parameters can "
|
|
"be set for that specific activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:10
|
|
msgid ""
|
|
"When :guilabel:`Add New Activity` is selected, a blank activity template "
|
|
"will appear with the following customizable fields:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
|
msgid "An activity template in Odoo Marketing Automation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:17
|
|
msgid ":guilabel:`Activity Name`: the title of the activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:18
|
|
msgid ""
|
|
":guilabel:`Activity Type`: choose between Email, Server Action (internal "
|
|
"Odoo operation), or SMS."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:19
|
|
msgid ""
|
|
":guilabel:`Mail Template`: choose from pre-configured templates (or create a"
|
|
" new one on-the-fly)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20
|
|
msgid ":guilabel:`Trigger`: choose when this activity should be triggered."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21
|
|
msgid ""
|
|
":guilabel:`Expiry Duration`: configure to stop the actions after a specific "
|
|
"amount of time (after the scheduled date). When selected, a "
|
|
":guilabel:`Cancel after` field appears, in which the user can choose how "
|
|
"many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to "
|
|
"cease after the initial date."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25
|
|
msgid ""
|
|
":guilabel:`Activity Filter`: domain related to this activity (and all "
|
|
"subsequent Child Activities)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:27
|
|
msgid ""
|
|
":guilabel:`Applied Filter`: activity will *only* be performed if it "
|
|
"satisfies the specified domain (filter)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:30
|
|
msgid ""
|
|
"After the activity's settings are fully configured, click :guilabel:`Save & "
|
|
"Close` to finish creating the activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34
|
|
msgid "Workflow activity"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:36
|
|
msgid ""
|
|
"Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where "
|
|
"each activity will be shown as a graph by default. The configured trigger "
|
|
"time for that activity can be found to the left of the :guilabel:`Workflow "
|
|
"Activity` card."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40
|
|
msgid ""
|
|
"In the :guilabel:`Workflow Activity` section, there is also the number of "
|
|
"activities that are successful or rejected. The :guilabel:`Success` and "
|
|
":guilabel:`Rejected` numbers are color-coded in the graph for easy reference"
|
|
" (in green and red, respectively)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1
|
|
msgid "Typical workflow activity in Odoo Marketing Automation."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:49
|
|
msgid ""
|
|
"If the :guilabel:`Activity Type` of the activity is set to "
|
|
":guilabel:`Email`, there are more in-depth analytics beneath the "
|
|
":guilabel:`Workflow Activity` data detailing how many emails have been "
|
|
":guilabel:`Sent`, and what percentage of those have been "
|
|
":guilabel:`Clicked`, :guilabel:`Replied` to, or :guilabel:`Bounced`."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:55
|
|
msgid "Child activities"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:57
|
|
msgid ""
|
|
"Odoo also has the option to :guilabel:`Add Child Activity`. *Child "
|
|
"Activities* are sub-activities that are connected to (and triggered by) the "
|
|
"activity above it, which is also known as its *Parent Activity*."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:61
|
|
msgid ""
|
|
"Odoo provides a number of triggering options to launch a :guilabel:`Child "
|
|
"Activity` - all of which depend on the trigger configurations related to the"
|
|
" parent activity. Under the desired parent activity, hover over "
|
|
":guilabel:`Add child activity`, and select the trigger:"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:65
|
|
msgid ":guilabel:`Add Another Activity`: instantly add another activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:66
|
|
msgid ""
|
|
":guilabel:`Opened`: the next activity will be triggered if the (email) "
|
|
"recipient opens the mailing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68
|
|
msgid ""
|
|
":guilabel:`Not Opened`: the next activity will be triggered if the recipient"
|
|
" does not open the mailing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:70
|
|
msgid ""
|
|
":guilabel:`Replied`: the next activity will be triggered if the recipient "
|
|
"replies to the mailing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71
|
|
msgid ""
|
|
":guilabel:`Not Replied`: the next activity will be triggered if the "
|
|
"recipient does not reply to the mailing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:73
|
|
msgid ""
|
|
":guilabel:`Clicked`: the next activity will be triggered if the recipient "
|
|
"clicks on a link included in the mailing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75
|
|
msgid ""
|
|
":guilabel:`Not Clicked`: the next activity will be triggered if the "
|
|
"recipient does not click on a link included in the mailing."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:77
|
|
msgid ""
|
|
":guilabel:`Bounced`: the next activity will be triggered if the mailing is "
|
|
"bounced (not sent)."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:79
|
|
msgid ""
|
|
"Once a trigger is selected, the user can configure the child activity (it "
|
|
"has the same configuration options as a regular activity) and click "
|
|
":guilabel:`Save & Close`` to finish creating the child activity."
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/sms_marketing.rst:8
|
|
msgid "SMS Marketing"
|
|
msgstr ""
|
|
|
|
#: ../../content/applications/marketing/sms_marketing/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 "Črni seznam"
|
|
|
|
#: ../../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 "Ankete"
|
|
|
|
#: ../../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 "Vprašanja"
|
|
|
|
#: ../../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 "Ocenjevanje"
|
|
|
|
#: ../../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 ""
|