Elisabeth DickinsonandThibault Delavallée
2503a66c42
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>
60 lines
3.6 KiB
XML
60 lines
3.6 KiB
XML
<?xml version='1.0' encoding='utf-8'?>
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<odoo>
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<data noupdate="1">
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<record id="digest.digest_digest_default" model="digest.digest">
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<field name="kpi_crm_lead_created">True</field>
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<field name="kpi_crm_opportunities_won">True</field>
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</record>
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</data>
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<data>
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<record id="digest_tip_crm_0" model="digest.tip">
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<field name="name">CRM: Create opportunities from incoming emails</field>
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<field name="sequence">5</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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% set email = object.env['crm.team'].search([('alias_name','!=', False)],limit=1).alias_id.display_name
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% if email
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<b class="font-16" style="font-size: 20px;line-height: 30px;">Create opportunities from incoming emails</b>
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<p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Emails sent to <strong>${email}</strong> generate opportunities in your pipeline.</p>
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<img src="/crm/static/src/img/tips-crm-pipeline.jpg" style="max-width: 580px" width="100%" />
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<div style="text-align:center;margin-top:10px;">
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<a href="mailto:${email}" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Try it now</a>
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</div>
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% endif
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</div>
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</field>
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</record>
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<record id="digest_tip_crm_1" model="digest.tip">
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<field name="name">CRM: Enrich your contacts</field>
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<field name="sequence">50</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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<b class="font-16" style="font-size: 20px;line-height: 30px;">Enrich your contacts</b>
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<p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Activate the "Partner Autocomplete" feature to fill in your Partner's details faster.</p>
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<img src="/crm/static/src/img/tips-crm-autocomplete.jpg" style="max-width: 580px" width="100%" />
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<div style="text-align:center;margin-top:10px;">
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<a href="/web#action=base_setup.action_general_configuration" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Try it now</a>
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</div>
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</div>
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</field>
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</record>
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<record id="digest_tip_crm_2" model="digest.tip">
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<field name="name">CRM: Get more leads</field>
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<field name="sequence">2</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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<b class="font-16" style="font-size: 20px;line-height: 30px;">Get more leads</b>
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<p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Activate the lead mining feature from your CRM settings and start generating more leads.</p>
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<div style="text-align:center;margin-top:10px;">
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<a href="https://www.odoo.com/documentation/user/13.0/crm/acquire_leads/lead_mining.html" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Find out more</a>
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</div>
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</div>
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</field>
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</record>
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</data>
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</odoo>
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