Antoine Vandevenne (anv)
17df8c547a
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2064
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=======================
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Set up automatic alerts
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=======================
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Now that your subscriptions are up and running, you want to stay up-to-date with your customers.
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Some automation would be appreciated since you would not want to go through the list of all your
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subscribers to check how things are going. This is what the *Automatic Alerts* feature is for.
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For example, when customers subscribe to your magazine, you would probably want to send them an
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email to welcome them and express your gratitude. Or, if the satisfaction rate of your customers
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drops below 50%, you would probably want to schedule a call with them to understand the reasons for
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their dissatisfaction.
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With **Odoo Subscriptions**, you can set automatic emails, create a "Call" task for one
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of your salespeople so that he/she can try to understand your customer's dissatisfaction, and
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finally, why not automatically send satisfaction surveys so customers can evaluate your services?
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All of that is now possible.
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Create a new automatic alert
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============================
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The following example shows how to create a new automatic alert to send satisfaction surveys to your
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customers, by email, after one month of subscription. To do so, go to :menuselection:`Subscriptions
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--> Configuration --> Alerts`, and create a new alert.
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.. image:: automatic_alerts/create-a-new-automatic-alert.png
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:align: center
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:alt: New automatic alert in Odoo Subscriptions
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1. On the *Apply on* section, first give the alert a name. Then, you can choose to apply this alert
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on a subscription template, on a specific customer, or even on a specific product. If you want
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to add more specifications, you can also specify the value of your MRR, the change rate of your
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MRR over a certain period of time, the value of the satisfaction rate, and even the stage to
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which you want to apply this alert.
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.. note::
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In this example, the alert is applied to a specific product, and the stage goes from
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*Undefined* to *In Progress*.
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2. For the *Action* section, specify the *Action* and the *Trigger on*. If the *Trigger on* is set
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to *Modification*, the action is triggered every time there is a change or anything added to the
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subscription, and all the conditions on the *Apply on* section are met. Now, if the *Trigger on*
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is set to *Timed condition*, it means that the action is triggered based on the type of
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*Trigger date*. After that, you can choose your *Action*. You have the choice between
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*Create next activity*, *Set a tag on the subscription*, *Set a stage on the subscription*,
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*Mark as To Renew*, *Send an email to the customer* and *Send an SMS Text Message to the
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customer*.
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.. note::
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In the example above, the *Trigger on* is set to *Timed condition*, therefore, a
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*Trigger date* and *Delay after trigger* need to be specified. And because the *Send an email
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to the customer* action was adopted, an *Email template* can be chosen.
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As a result, this alert will send a rating survey after one month, to the customers who have
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purchased that specific product. The survey will appear in the chatter of your respective
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subscription.
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.. image:: automatic_alerts/rating-satisfaction-survey.png
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:align: center
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:alt: Satisfaction survey in Odoo Subscriptions
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Modify an existing automatic alert
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==================================
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By default, Odoo suggests you an automatic alert called *Take action on less satisfied clients*.
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.. image:: automatic_alerts/modify-an-existing-automatic-alert.png
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:align: center
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:alt: Modify an existing automatic alert in Odoo Subscriptions
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This alert is applied to the *Rating Satisfaction* of your customers, and the action is triggered
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on *Timed condition*. If their satisfaction rate is lower than 50%, a salesperson contacts the
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customer. This action is automatically assigned to the salesperson who manages the subscription,
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and the due date is 5 days after the triggering of this action. This alert ensures that your
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clients are happy and that you are taking actions if they are not. It helps to keep your customer
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retention rates very high.
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.. note::
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By editing the alert, you can modify the *Apply on*, the *Action* and *Activity* sections, and
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adapt them to your own needs.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/configuration/subscription_products`
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- :doc:`../../subscriptions/sales_flow/create_a_quotation`
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- :doc:`../../subscriptions/reporting/subscription_reports` |