0a744accc2
*: base, crm, digest, mail, mass_mailing, sms, test_base_automation,
website_forum, website_sale
This commit makes "Automated Actions" more discoverable and usable by:
- Adding a menu in the kanban header config dropdown to add/edit them.
- Creating a new custom kanban view for a clear understanding of each
automated action record and its associated actions.
- Introducing new "smart" triggers that appear in the form view based on the
chosen model:
- Updated Values category:
- "Stage is set to" when a `stage_id` field exists in the model,
allowing users to select a specific stage value.
- "State is set to" when a `state` field exists in the model,
allowing users to select a specific state value.
- "Priority is set to" (`priority`) where users can select a specific priority.
- "User is set" (`user_id`, `user_ids` fields)
- "Tag is added" (`tag_ids` field) where users can select a specific tag.
- "On Archive"
- "On Unarchive"
- Timing Conditions:
- "After creation"
- "After last update"
- Deprecating previously known triggers "On Creation" (`on_create`) and "On
Update" (`on_write`) to simplify the user experience. "On Creation & Update"
(`on_create_or_write`) is retained and renamed to "On save".
- Changing the `ir.actions.server` Many2one relationship to a One2many
relationship. Automated actions can now directly contain multiple actions,
eliminating the need for an "Execute several actions" action in automation
rules.
- Introducing a widget for the new `ir.actions.server` One2many field for a
clearer understanding of multiple actions.
This commit also enhances the usability of "Server Actions" (`ir.actions`) by:
- Removing the `ir.server.object.lines` model and the associated `fields_lines`
One2Many field. The attributes of the removed model are now merged into
`ir.actions`. An action can now write to only one field, and the create action
is now a name_create action.
- Adapting the form view when creating an "Update the record" action. The value
field shown adapts itself based on the field to update; this field can be a
`reference` field for a `one2many` `update_field_id`, a `one2many` field for a
selection `update_field_id`, or a `text` field otherwise.
- Refactoring the form view to display only relevant details and other
miscellaneous improvements.
Taskid: 3085360
Part-of: odoo/odoo#114352
Co-authored-by: Florent Dardenne <dafl@odoo.com>
Co-authored-by: Julien Carion <juca@odoo.com>
Co-authored-by: Lucas Perais <lpe@odoo.com>
98 lines
3.8 KiB
Markdown
98 lines
3.8 KiB
Markdown
Odoo Mass Mailing
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Easily send mass mailing to your leads, opportunities or customers
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with Odoo <a href="https://www.odoo.com/app/email-marketing">Email Marketing</a>. Track
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marketing campaigns performance to improve conversion rates. Design
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professional emails and reuse templates in a few clicks.
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Send Professional Emails
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------------------------
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Import database of prospects or filter on existing leads, opportunities and
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customers in just a few clicks.
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Define email templates to reuse content or specific design for your newsletter.
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Setup several email servers with their own IP/domain to optimise opening rates.
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Organize Marketing Campaigns
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----------------------------
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Design, Send, Track by Campaigns with our <a href="https://www.odoo.com/app/email-marketing">Lead Automation</a> app.
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Get real time statistics on campaigns performance to improve your conversion
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rate. Track mails sent, received, opened and answered.
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Easily manage your marketing campaigns, discussion groups, leads and
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opportunities in one simple and powerful platform.
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Integrated with Odoo Apps
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-------------------------
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Get access to mass mailing features from every Odoo app to improve the way your
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users communicate.
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Send template of emails from Odoo <a href="https://www.odoo.com/app/email-marketing">CRM opportunities</a>, select leads based
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on marketing segments, send <a href="https://www.odoo.com/app/recruitment">job offers</a> and automate
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answers to applicants, reuse email template in the lead automation marketing
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campaigns.
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Answers to your emails appears automatically in the history of every document
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with the social network module.
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Clean Your Lead Database
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------------------------
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Get a clean lead database that improves over the time using the performance of
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your mails. Odoo handle bounce mails efficiently, flag erroneous leads
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accordingly and gives you statistics on the quality of your leads.
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One click emails send
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---------------------
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The marketing department will love working on campaigns. But you can also give
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a one click mass mailing facility to all others users on their own prospects or
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documents.
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Select a few documents (e.g. leads, support tickets, suppliers, applicants,
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...) and send emails to their contacts in one click, reusing existing emails
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templates.
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Follow-up On Answers
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The chatter feature enables you to communicate faster and more efficiently with
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your customer. Get documents created automatically (leads, opportunities,
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tasks, ...) based on answers to your mass mailing campaigns Follow the
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discussion directly on the business documents within Odoo or via email.
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Get all the negotiations and discussions attached to the right document and
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relevent managers notified on specific events.
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Campaigns Dashboard
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-------------------
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Get the insights you need to make smarter marketing campaign. Track statistics
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per campaign: bounce rates, sent mails, best content, etc. The clear dashboards
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gives you a direct overview of your campaign performance.
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Fully Integrated With Others Apps
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---------------------------------
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Define automation rules (e.g. ask a salesperson to call, send an email, ...)
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based on triggers (no activity since 20 days, answered a promotional email,
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etc.)
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Optimize campaigns from lead to close, on every channel. Make smarter decisions
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about where to invest and show the impact of your marketing activities on your
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company's bottom line.
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Integrate a contact form in your website easily. Forms submissions create leads
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automatically in Odoo CRM. Leads can be used in marketing campaigns.
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Manage your <a href="https://www.odoo.com/app/crm">sales funnel</a> with no
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effort. Attract leads, follow-up on phone calls and meetings. Analyse the
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quality of your leads to make informed decisions and save time by integrating
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emails directly into the application.
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