Commit Graph
4 Commits
Author SHA1 Message Date
Anousone Phaysomphot ac00b8030f [IMP] crm: add new digest tips
PURPOSE

Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.

SPECIFICATIONS

“Did you know Odoo has built-in lead mining?”
“Opportunity win rate is predicted with AI”
“Manage your pipeline”
“Do not waste time recording user's data”
“Turn a selection of opportunities into a map”

See code for specifications.

LINKS

Task ID-2274264
COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#1139

X-original-commit: 93c7aa19397ae7a25e88e760f44d24a0b4f0dd9a
2020-08-12 12:22:59 +00:00
Elisabeth DickinsonandThibault Delavallée 2503a66c42 [IMP] crm: make tips bioutifoul, and add moar tips
PURPOSE

Make digest email and tips more appealing. The goals of these tips are

  * to encourage the adoption of other apps (Did you know ?);
  * to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
  * to show social proof and increase trust (emphasis on already existing
    projects / customers to);

SPECIFICATIONS

Improve existing tips to be more inlined with new digest styling.

Add new tips, notably

  * use lead enrichment;
  * use lead mining;

LINKS

Task ID 2197417
PR odoo/odoo#51619

Co-Authored-By: Elisabeth Dickinson <edi@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
2020-06-04 15:20:14 +00:00
Thibault Delavallée b1037eb2d1 [IMP] digest, various: add name on tips to ease their understanding
PURPOSE

Ease edition of digest tips by adding a name.

SPECIFICATIONS

Add a name on digest tips. Even if technical and not send to customers it
allows to see them at a glance in list view without having to guess their
content.

LINKS

Task ID 2214325
Com PR odoo/odoo#47416

Related: odoo/upgrade#933
Related: odoo/enterprise#9167
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2020-03-11 16:24:32 +00:00
Mitali Patel 707bd1bfb4 [IMP] crm: implement digest KPIs / tips
Purpose of this commit is send lead / opportunity creation as well as
won opportunities KPIs in digest emails. Those are added in the default
digest template.

A tip to remind to use the mailgateway is also integrated.

This commit is linked to task ID 30655 and PR #18318.
2018-07-19 11:26:46 +02:00