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Co-authored-by: meng-odoo <101904966+meng-odoo@users.noreply.github.com>
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samueljlieber and meng-odoo authored Feb 15, 2024
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18 changes: 9 additions & 9 deletions content/applications/marketing/marketing_automation.rst
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Expand Up @@ -6,10 +6,10 @@ Marketing Automation

The Odoo *Marketing Automation* application enables users to create dynamic campaigns with actions
that automatically occur within a defined duration, such as sending a series of timed mass emails or
engaging with leads based on their interactions.
engaging with leads based on their interactions with marketing campaigns.

While the application is designed to be user-friendly for quickly creating, launching, and reviewing
marketing campaigns, it also provides advanced features to automate manual and repetitive tasks
marketing campaigns, it also provides advanced features to automate repetitive tasks
throughout the database.

Get started by creating a :ref:`new campaign from scratch <marketing_automation/campaigns>` or start
Expand All @@ -20,7 +20,7 @@ with a :ref:`campaign template <marketing-automation/campaign-templates>`.

.. cards::

.. card:: Target an audience
.. card:: Targeting an audience
:target: marketing_automation/target_audience

Configure the target audience for a campaign.
Expand Down Expand Up @@ -62,8 +62,8 @@ To install the *Marketing Automation* application, navigate to :menuselection:`A
Campaigns
=========

A *campaign* consists of a target audience and a workflow containing activities that are
automatically executed to a specific group of records based on predefined filters, triggers and
A *campaign* refers to a workflow of activities that are
automatically executed to a target audience based on predefined filters, triggers and
durations of activities.

A new campaign can be created from scratch or from a template. To create a campaign, navigate to the
Expand Down Expand Up @@ -109,7 +109,7 @@ the template cards to open the campaign form.
For example, searching for `empty` displays the campaign template cards again as long as there is
not a campaign with the name "empty" in the database.

Targets & filters
Targets and filters
=================

The *Target* and *Filter* section of the campaign form, also referred to as the domain, contains the
Expand Down Expand Up @@ -145,7 +145,7 @@ a campaign. A campaign's workflow is defined in the *Workflow* section of the *C
Activities
----------

*Activities* are the methods of communication or server actions, organized in a *Workflow*, that are
*Activities* are the methods of communication or server actions, organized in a workflow, that are
executed within a campaign. Once running, each activity displays the number of participants that
are engaged by the activity as *Success* and *Rejected* counts.

Expand All @@ -158,7 +158,7 @@ The following are the available activities in the *Marketing Automation* applica
.. seealso::
:doc:`marketing_automation/workflow_activities`

Testing & running
Testing and running
=================

Once a campaign has been created, it can be tested to ensure the workflow is functioning as
Expand All @@ -177,7 +177,7 @@ are the reporting options in the *Reporting* menu of the *Marketing Automation*
- *Traces*: displays the results of all activities from all campaigns.
- *Participants*: displays an overview of the participants of all campaigns.

Additionally, each activity within the workflow of a campaign displays it's engagement metrics.
Additionally, each activity within the workflow of a campaign displays its engagement metrics.

.. seealso::
:doc:`marketing_automation/understanding_metrics`
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