|
1 | | -==================== |
2 | | -Marketing Automation |
3 | | -==================== |
| 1 | +=============== |
| 2 | +Getting started |
| 3 | +=============== |
4 | 4 |
|
5 | | -The Odoo Marketing Automation app automates a variety of marketing tasks by combining specific |
| 5 | +The Odoo *Marketing Automation* app automates a variety of marketing tasks, by combining specific |
6 | 6 | rules and filters to generate timed actions. Instead of manually having to build each stage of a |
7 | | -campaign (such as a series of timed massmails), the Marketing Automation app allows marketers to |
8 | | -build the entire campaign, and all of its stages, in one place on one dashboard. |
| 7 | +campaign (such as a series of timed massmails), the *Marketing Automation* app allows marketers to |
| 8 | +build the entire campaign, and all of its stages, in one place on a single dashboard. |
9 | 9 |
|
10 | 10 | Create a campaign |
11 | 11 | ================= |
12 | 12 |
|
13 | | -To create a new automated marketing campaign, open the :guilabel:`Marketing Automation` app and |
14 | | -click :guilabel:`Create`. On the :guilabel:`Campaign` page, there are the following smart buttons |
15 | | -and fields: |
| 13 | +To create a new automated marketing campaign, open the :menuselection:`Marketing Automation` app, |
| 14 | +and click the :guilabel:`Create` button in the upper-left corner. Doing so reveals a blank marketing |
| 15 | +automation campaign detail form on a separate page. |
| 16 | + |
| 17 | +On the blank marketing automation campaign page, the following smart buttons and fields are |
| 18 | +available: |
16 | 19 |
|
17 | 20 | .. image:: first_campaign/marketing-template-sample.png |
18 | 21 | :align: center |
19 | 22 | :alt: A dashboard showing the creation of a new marketing automation campaign in Odoo. |
20 | 23 |
|
| 24 | +**Smart buttons** |
| 25 | + |
21 | 26 | - :guilabel:`Templates`: represents the number of pre-configured mail templates being used in this |
22 | | - particular campaign. (Templates can always be created on-the-fly as well). |
| 27 | + particular campaign. (Templates can always be created on-the-fly, as well). |
23 | 28 | - :guilabel:`SMS`: represents the number of personalized SMS messages connected to this campaign. |
24 | 29 | - :guilabel:`Clicks`: represents the number of times attached links have been clicked by recipients |
25 | 30 | of this campaign. |
26 | 31 | - :guilabel:`Participants`: represents the number of contacts that have directly participated in |
27 | 32 | this campaign. |
| 33 | + |
| 34 | +**Fields** |
| 35 | + |
| 36 | +- :guilabel:`Name`: represents the name of the marketing automation campaign being created. |
28 | 37 | - :guilabel:`Target`: this field is a drop-down menu to choose which model is targeted by this |
29 | 38 | campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.). |
| 39 | +- :guilabel:`Filter`: this field provides numerous configurable criteria that can be used to further |
| 40 | + narrow down the target recipients/audience for the marketing automation campaign. |
30 | 41 |
|
31 | 42 | Campaign filters |
32 | 43 | ================ |
33 | 44 |
|
34 | | -To add a filter to the target audience, click :guilabel:`Add Filter`, and a node field will |
35 | | -appear. In the node field, a custom equation can be configured for Odoo to use when filtering who |
| 45 | +To add a :guilabel:`Filter` to the target audience, click :guilabel:`Add Filter`, and a node field |
| 46 | +appears. In the node field, a custom equation can be configured for Odoo to use when filtering who |
36 | 47 | to include (and exclude) in this specific marketing campaign. |
37 | 48 |
|
38 | 49 | .. image:: first_campaign/filter-node.png |
39 | 50 | :align: center |
40 | 51 | :alt: A filter node in Odoo Marketing Automation. |
41 | 52 |
|
42 | 53 | When the first field of the node is clicked, a nested drop-down menu of options appears on the |
43 | | -screen where specific criteria is chosen based on needs of the campaign. The remaining fields on |
44 | | -the node further define the criteria which determines which records to include (or exclude) in the |
| 54 | +screen, wherein specific criteria is chosen based on needs of the campaign. The remaining fields on |
| 55 | +the node further define the criteria determining which records to include (or exclude) in the |
45 | 56 | execution of the campaign. |
46 | 57 |
|
47 | | -To add another node, simply click the :guilabel:`+ (plus sign)` icon to the right of the filtering |
48 | | -rule. To add a branch of multiple nodes at the same time, click the :guilabel:`... (ellipses)` |
49 | | -icon. |
| 58 | +To add another node, click the :guilabel:`➕ (plus sign)` icon to the right of the filtering rule. To |
| 59 | +add a branch of multiple nodes at the same time, click the :guilabel:`⋯ (ellipses)` icon. |
50 | 60 |
|
51 | | -For further information on filters, refer to :doc:`this documentation page <target_audience>`. |
| 61 | +For further information on filters, refer to :doc:`this documentation page |
| 62 | +</applications/marketing/marketing_automation/getting_started/target_audience>`. |
52 | 63 |
|
53 | 64 | .. note:: |
54 | 65 | :guilabel:`Records` represent the number of contacts in the system that fit the specified |
55 | 66 | criteria for a campaign. |
56 | 67 |
|
57 | 68 | .. seealso:: |
58 | | - - :doc:`testing_running` |
59 | | - - :doc:`workflow_activities` |
| 69 | + - :doc:`/applications/marketing/marketing_automation/getting_started/testing_running` |
| 70 | + - :doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities` |
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