[REF] marketing automation: move getting started

closes odoo/documentation#7658

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/marketing/marketing_automation.rst

@@ -1,17 +1,126 @@
-:nosearch:
 :show-content:
 :hide-page-toc:
-:show-toc:
 
 ====================
 Marketing Automation
 ====================
 
+The Odoo *Marketing Automation* app automates a variety of marketing tasks by combining specific
+rules and filters to generate timed actions. Instead of manually having to build each stage of a
+campaign (like a series of timed massmails), the *Marketing Automation* app allows marketers to
+build the entire campaign, and all of its stages, in one place---on one dashboard.
+
 .. seealso::
-   - `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
+   `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
+
+Campaign configuration
+======================
+
+To create a new automated marketing campaign, navigate to :menuselection:`Marketing Automation app
+--> New` to reveal a blank campaign form.
+
+.. image:: marketing_automation/blank-marketing-campaign-form.png
+   :align: center
+   :alt: A blank marketing automation campaign form in Odoo Marketing Automation application.
+
+After entering a name for the marketing campaign, configure the target audience in the remaining
+fields.
+
+A target audience can be configured by entering specific criteria for Odoo to use when determining
+to whom this marketing automation campaign should be sent.
+
+In the :guilabel:`Target` field, use the drop-down menu to choose which model the target audience
+filters should be based on (e.g. :guilabel:`Contact`, :guilabel:`Lead/Opportunity`,
+:guilabel:`Sales Order`, etc.).
+
+Select :guilabel:`Search More...` from the drop-down menu to reveal a :guilabel:`Search: Target`
+pop-up window containing all of the available targeting options.
+
+Once a :guilabel:`Target` is selected, there's a :guilabel:`Unicity based on` field. This field is
+used to avoid duplicates based on the model chosen in the :guilabel:`Target` field.
+
+.. example::
+   If :guilabel:`Customers` is chosen as the :guilabel:`Target`, select :guilabel:`Email` in the
+   :guilabel:`Unicity based on` field so Odoo only processes one record for each customer email
+   address.
+
+Select :guilabel:`Search More...` from the :guilabel:`Unicity based on` drop-down menu to reveal all
+available options in a pop-up window.
+
+Last on the campaign form is the :guilabel:`Filter` field. This is where more specific targeting
+options can be layered into the campaign to further narrow the number and type of recipients that
+receive the marketing automation material.
+
+If left alone, the :guilabel:`Filter` field reads: :guilabel:`Match all records`. That means Odoo
+uses the :guilabel:`Target` and :guilabel:`Unicity based on` fields to determine who the recipients
+will be. The number of recipients is represented beneath as :guilabel:`record(s)`.
+
+Campaign filter rules
+---------------------
+
+To add a more specific filter to a marketing automation campaign, click the :guilabel:`Add
+condition` button in the :guilabel:`Filter` field. Doing so reveals a series of other configurable
+filter rule fields.
+
+In the rule fields, customizable equations can be configured for Odoo to use when filtering who to
+include or exclude in this specific marketing campaign.
+
+.. image:: marketing_automation/filter-node-equation-fields.png
+   :align: center
+   :alt: How the filter rule equation fields look in Odoo Marketing Automation campaigns.
+
+.. note::
+   :guilabel:`Records` refer to contacts in the system that fit the specified criteria for a
+   campaign.
+
+Also, once :guilabel:`Add condition` is clicked, the ability to :guilabel:`Save as Favorite Filter`
+becomes available on the campaign form.
+
+There is also the option to match records with :guilabel:`all` or :guilabel:`any` of the rules
+configured in the :guilabel:`Filter` field.
+
+To choose either of those options, click :guilabel:`all` from the middle of the sentence
+":guilabel:`Match records with all of the following rules`" to reveal a drop-down menu with those
+options.
+
+.. image:: marketing_automation/match-all-any-rules-drop-down.png
+   :align: center
+   :alt: Match records with all or any of the rules in Filter field for marketing campaigns.
+
+When the first field of the rule equation is clicked, a nested drop-down menu of options appears on
+the screen where specific criteria is chosen based on needs of the campaign.
+
+The remaining fields on the rule equation further define the criteria, which is used to determine
+which records in the database to include or exclude in the execution of the campaign.
+
+To add another rule, either click the :guilabel:`➕ (plus sign)` icon to the right of the filtering
+rule, or click :guilabel:`New Rule` beneath the rule equation fields. When either are clicked, a new
+series of rule fields appears.
+
+To add a branch of multiple rules at the same time, click the :guilabel:`branch` icon, located to
+the right of the :guilabel:`➕ (plus sign)` icon. When clicked, two additional sub-rule equation
+fields appear beneath the initial rule.
+
+.. image:: marketing_automation/rule-branch-filter-sample.png
+   :align: center
+   :alt: Sample of how the rule branches look in the filter section of a marketing campaign.
+
+There is also the option to have the filter apply to :guilabel:`any` or :guilabel:`all` of the
+configured branch rules.
+
+For further information on marketing automation campaign filter configuration, refer to the
+:doc:`marketing_automation/target_audience` documentation.
+
+.. seealso::
+   - :doc:`marketing_automation/target_audience`
+   - :doc:`marketing_automation/workflow_activities`
+   - :doc:`marketing_automation/testing_running`
+   - :doc:`marketing_automation/understanding_metrics`
 
 .. toctree::
    :titlesonly:
 
-   marketing_automation/getting_started
-   marketing_automation/advanced
+   marketing_automation/target_audience
+   marketing_automation/workflow_activities
+   marketing_automation/testing_running
+   marketing_automation/understanding_metrics