[ADD]Marketing automation: new docs

* [ADD] marketing_automation: documentation * [IMP] marketing_automation: improvement of toctree
2020-02-20 18:22:02 +01:00
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+=====================
+Understanding Metrics
+=====================
+Metrics are values that help you measure progress and can be a powerful way of linking your
+employees to goals.
+
+
+| When you create a workflow in Odoo, its visual content already shows metrics in a graph form and
+  in numbers.
+| Let’s consider the example below:
+
+
+.. image:: media/metrics1.png
+   :align: center
+   :alt: Metrics in Odoo Marketing Automation
+
+
+| The *Target* - business object - is *Lead/Opportunity* and was narrowed down to the ones whose
+  *Tag Name* contain the description “Product”, and have an email address set.
+| A total number of 20 records match the criteria.
+
+
+.. image:: media/metrics2.png
+   :align: center
+   :alt: Metrics in Odoo Marketing Automation
+
+
+Out of those 20 records, 25 have become participants, in other words, they have matched the criteria.
+
+
+.. image:: media/metrics3.png
+   :align: center
+   :alt: Metrics in Odoo Marketing Automation
+
+
+Every time the system runs, updating numbers and triggering actions, it will look at the *Target*
+model and check if new records have been added or modified, keeping the flow up-to-date.
+
+
+.. note::
+   The filter here is applied to *all* activities. Leads that lose the tag in the meantime will be
+   excluded from later activities.
+
+
+*Records* is a real-time number, therefore while the workflow is running, changes in opportunity
+records can be made - delete, add, adjustment - updating the number of records, but not changing the
+number of participants, as the metric *will not* exclude opportunities that have been set as
+participants before. It will just add new ones. For this reason, the number of *Records* can be
+different from the number of *Participants*.
+
+
+.. tip::
+   | You can also have filters applied to activities individually, under *Domain*. A useful feature
+     to specify an individual filter that will only be performed if the records satisfied both
+     filters, the activity and its domain one.
+   | Example: for an activity sending an SMS, you could make sure people a phone number is set to
+     avoid triggering a SMS that would never be sent and crash.
+
+   .. image:: media/metrics4.png
+      :align: center
+      :alt: Metrics in Odoo Marketing Automation
+
+| *Success* is the number of times the searching for participants - that match the filter(s) of that
+  activity - was performed successfully in relation to the total number of participants.
+| If a participant does not match the conditions, it will be added to *Rejected*.
+
+.. image:: media/metrics5.png
+   :align: center
+   :alt: Metrics in Odoo Marketing Automation
+
+Hovering over the graph, you can see the number of successful and rejected participants, per day,
+for the last 15 days.
+
+.. note::
+   Every time a new record is added to the *Target* model, it will be automatically added to the
+   workflow, and, it will start the workflow from the beginning (parent action).
+
+.. seealso::
+   - :doc:`../overview/automate_actions`
+   - :doc:`../overview/segment`
+   - :doc:`../overview/test`