diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst index 6ea7a975d..0cb38039a 100644 --- a/content/applications/sales/subscriptions.rst +++ b/content/applications/sales/subscriptions.rst @@ -292,6 +292,5 @@ tab, under the :guilabel:`SALES` section. subscriptions/upselling subscriptions/renewals subscriptions/closing - subscriptions/automatic_alerts subscriptions/scheduled_actions subscriptions/reports diff --git a/content/applications/sales/subscriptions/automatic_alerts.rst b/content/applications/sales/subscriptions/automatic_alerts.rst deleted file mode 100644 index 00ff0c4a9..000000000 --- a/content/applications/sales/subscriptions/automatic_alerts.rst +++ /dev/null @@ -1,168 +0,0 @@ -================ -Automation rules -================ - -With subscriptions up-and-running, it is important to stay up-to-date with customers. It is -efficient to use automation to avoid having to manually go through the list of subscribers to see -how things are going. That is where Odoo's *automation rules* feature comes into play. - -The Odoo *Subscriptions* application allows users to set up automatic emails, create tasks for -salespeople, and even send satisfaction surveys for subscribers to evaluate their experience. - -Create automation rules -======================= - -To create an automated rule, start by navigating to :menuselection:`Subscriptions app --> -Configuration --> Automation Rules`. This is where all the automation rules for subscriptions can be -found. - -The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, :guilabel:`Action To Do`, -what the automated rule will :guilabel:`Trigger On`, and the :guilabel:`Company` to which the rule -applies. - -To view or modify any existing automation rule, simply click the desired rule from this page. - -.. note:: - When modifying an existing automation rule, Odoo "grays-out" the :guilabel:`Action` section of - the form, and provides the following warning: *Action data can not be updated to avoid unexpected - behaviors. Create a new action instead.* - -To create a new automation rule, click :guilabel:`New`. - -.. image:: automatic_alerts/automation-rules-page.png - :align: center - :alt: The Automation Rules page in the Odoo Subscriptions application. - -Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form with numerous fields to -configure. - -.. image:: automatic_alerts/automation-rules-form.png - :align: center - :alt: A sample Automation Rules form in the Odoo Subscriptions application. - -Automation rule form fields ---------------------------- - -- :guilabel:`Action Name`: title of the automated action rule. - -Apply On section -~~~~~~~~~~~~~~~~ - -The :guilabel:`Apply On` section dictates which subscription orders/customers this automated action -applies to. - -- :guilabel:`MRR Between`: designate a range of monthly recurring revenue to target. -- :guilabel:`MRR Change More`: designate a change of monthly recurring revenue to target, in either - percentage or unit of currency. -- :guilabel:`Over`: choose a period of time over which the designated KPIs (Key Performance - Indicators) are calculated. -- :guilabel:`Rating Satisfaction`: designate satisfaction as :guilabel:`greater than` or - :guilabel:`less than` a percentage. -- :guilabel:`Status`: select the status of the subscriptions to be included in this automation rule. - The options are: :guilabel:`Quotation`, :guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and - :guilabel:`Cancelled`. -- :guilabel:`Stage goes from`: designate when the automation rule should be activated using two - fields that represent two different stages of the subscription. -- :guilabel:`Subscription Plans`: choose specific subscription plans to target with the automation - rule. -- :guilabel:`Products`: select specific product(s) to target with the automation rule. -- :guilabel:`Customers`: select specific customer(s) to target with the automation rule. -- :guilabel:`Company`: in a multi-company environment, select a specific company's subscription data - to target with the automation rule. -- :guilabel:`Sales Team`: select the data of specific sales team(s) to target with the automation - rule. - -.. note:: - If any field is left blank, the rule applies to every subscription without that specific - designation. - -.. tip:: - The number of subscriptions that match the configured criteria of the customized automation rule - are displayed at the bottom of the :guilabel:`Apply On` field. - - If that green subscriptions link is clicked, Odoo reveals a separate page showcasing all the - subscriptions that meet that automation rule's criteria. - -Action section -~~~~~~~~~~~~~~ - -The :guilabel:`Action` section dictates what action occurs when an automated rule is triggered. - -In the :guilabel:`Action To Do` field, choose the action that will occur once the automated rule is -triggered. When clicked, the following options become available on a drop-down menu: - -- :guilabel:`Create next activity`: creates the next activity to occur, which is configured in the - :guilabel:`Activity` section that appears at the bottom of the automation rule form. -- :guilabel:`Send an email to the customer`: sends an email to the customer(s) who fit the specified - criteria of the automation rule. -- :guilabel:`Send an SMS Text Message to the customer`: sends an SMS message to the customer(s) who - fit the specified criteria of the automation rule. -- :guilabel:`Set Contract Health value`: set the health value of the subscription contract. - -If :guilabel:`Send an email to the customer` is selected in the :guilabel:`Action To Do` field, the -following field appears: - -- :guilabel:`Email Template`: create (and edit) a new email template *or* select from a list of - pre-configured email templates to send to the customer(s). - -If :guilabel:`Send an SMS Text Message to the customer` is selected in the :guilabel:`Action To Do` -field, the following field appears: - -- :guilabel:`SMS Template`: create (and edit) a new SMS template *or* select from a list of - pre-configured SMS templates to send to the customer(s). - -If :guilabel:`Set Contract Health value` is selected in the :guilabel:`Action To Do` field, the -following field appears: - -- :guilabel:`Health`: designate the health of the subscription by choosing one of the following - options: :guilabel:`Neutral`, :guilabel:`Good`, or :guilabel:`Bad`. - -In the :guilabel:`Trigger On` field, decide whether the automated rule should be triggered on a -:guilabel:`Modification` or :guilabel:`Timed Condition`. - -.. note:: - A :guilabel:`Trigger Now` button appears at the top of the automation rule form *only* when a - trigger has been configured for the rule. - -.. warning:: - When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the action on *all* linked - subscriptions, regardless of possible timed conditions. - -.. note:: - Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or tokens. For more - information on :abbr:`IAP (In-App Purchase)`, visit :doc:`../../essentials/in_app_purchase`. - For more information on sending SMS messages, visit - :doc:`../../marketing/sms_marketing`. - -If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` field, the following fields -appear: - -- :guilabel:`Trigger Date`: represents when the condition should be triggered. If left blank, the - action is created upon subscription creation *and* updates. -- :guilabel:`Delay After Trigger`: select a delayed amount of time (:guilabel:`Minutes`, - :guilabel:`Hours`, :guilabel:`Days`, or :guilabel:`Months`) for Odoo to wait before triggering the - configured action. If a negative number is entered, the "delay" will occur *before* the - :guilabel:`Trigger Date`. - -Activity section -**************** - -If :guilabel:`Create next activity` is selected in the :guilabel:`Action To Do` field, an -:guilabel:`Activity` section appears at the bottom of the :guilabel:`Automation Rules` form. - -- :guilabel:`Activity Type`: select an pre-configured activity type from the drop-down menu. -- :guilabel:`Title`: enter a custom title for the chosen activity. -- :guilabel:`Note`: leave a note for the employee to whom the activity is assigned. -- :guilabel:`Due Date In`: enter an amount of days within which the activity should be completed. -- :guilabel:`Assign To`: choose to assign the specified activity to either: :guilabel:`Subscription - Salesperson`, :guilabel:`Sales Team Leader`, or :guilabel:`Specific Users`. - -.. note:: - If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` option, a new - :guilabel:`Specific Users` field appears beneath it, where a specific employee(s) can be chosen - as the assignee(s) for the configured activity. - -.. seealso:: - - :doc:`../subscriptions` - - :doc:`plans` - - :doc:`../../essentials/in_app_purchase` diff --git a/content/applications/sales/subscriptions/automatic_alerts/automation-rules-form.png b/content/applications/sales/subscriptions/automatic_alerts/automation-rules-form.png deleted file mode 100644 index e9a46f40f..000000000 Binary files a/content/applications/sales/subscriptions/automatic_alerts/automation-rules-form.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/automatic_alerts/automation-rules-page.png b/content/applications/sales/subscriptions/automatic_alerts/automation-rules-page.png deleted file mode 100644 index aebd6598d..000000000 Binary files a/content/applications/sales/subscriptions/automatic_alerts/automation-rules-page.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/scheduled_actions.rst b/content/applications/sales/subscriptions/scheduled_actions.rst index 47fb2e333..c84d51aae 100644 --- a/content/applications/sales/subscriptions/scheduled_actions.rst +++ b/content/applications/sales/subscriptions/scheduled_actions.rst @@ -185,4 +185,3 @@ For example, if the next invoice date is July 1st, and the :guilabel:`Automatic .. seealso:: - :doc:`../subscriptions` - :doc:`plans` - - :doc:`automatic_alerts` diff --git a/redirects/saas-18.1.txt b/redirects/saas-18.1.txt new file mode 100644 index 000000000..3e298a2f9 --- /dev/null +++ b/redirects/saas-18.1.txt @@ -0,0 +1,2 @@ +# subscriptions +applications/sales/subscriptions/automatic_alerts.rst applications/sales/subscriptions.rst