Metadata-Version: 2.1
Name: trytond_marketing_automation
Version: 7.0.1
Summary: Tryton module to plan, coordinate and manage marketing campaigns
Home-page: http://www.tryton.org/
Download-URL: http://downloads.tryton.org/7.0/
Author: Tryton
Author-email: foundation@tryton.org
License: GPL-3
Project-URL: Bug Tracker, https://bugs.tryton.org/
Project-URL: Documentation, https://docs.tryton.org/modules-marketing-automation
Project-URL: Forum, https://www.tryton.org/forum
Project-URL: Source Code, https://code.tryton.org/tryton
Keywords: tryton marketing automation
Classifier: Development Status :: 5 - Production/Stable
Classifier: Environment :: Plugins
Classifier: Framework :: Tryton
Classifier: Intended Audience :: Developers
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: Intended Audience :: Legal Industry
Classifier: License :: OSI Approved :: GNU General Public License v3 or later (GPLv3+)
Classifier: Natural Language :: Bulgarian
Classifier: Natural Language :: Catalan
Classifier: Natural Language :: Chinese (Simplified)
Classifier: Natural Language :: Czech
Classifier: Natural Language :: Dutch
Classifier: Natural Language :: English
Classifier: Natural Language :: Finnish
Classifier: Natural Language :: French
Classifier: Natural Language :: German
Classifier: Natural Language :: Hungarian
Classifier: Natural Language :: Indonesian
Classifier: Natural Language :: Italian
Classifier: Natural Language :: Persian
Classifier: Natural Language :: Polish
Classifier: Natural Language :: Portuguese (Brazilian)
Classifier: Natural Language :: Romanian
Classifier: Natural Language :: Russian
Classifier: Natural Language :: Slovenian
Classifier: Natural Language :: Spanish
Classifier: Natural Language :: Turkish
Classifier: Natural Language :: Ukrainian
Classifier: Operating System :: OS Independent
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.8
Classifier: Programming Language :: Python :: 3.9
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Programming Language :: Python :: Implementation :: CPython
Classifier: Topic :: Office/Business
Requires-Python: >=3.8
License-File: LICENSE
Requires-Dist: Genshi
Requires-Dist: trytond_marketing<7.1,>=7.0
Requires-Dist: trytond_party<7.1,>=7.0
Requires-Dist: trytond_web_shortener<7.1,>=7.0
Requires-Dist: trytond<7.1,>=7.0
Provides-Extra: test
Requires-Dist: proteus<7.1,>=7.0; extra == "test"
Requires-Dist: trytond_sale<7.1,>=7.0; extra == "test"

Marketing Automation Module
###########################

The marketing_automation module allows marketing actions to be automated. It is
based on scenarios and activities that are executed on selected records.

Scenario
********

A scenario provides the entry point for records into an automated marketing
campaign. Each record can only enter a scenario once. A scenario is defined by:

    * Name
    * Model: the type of record for the scenario (by default Party and Sale)
    * Domain: used to filter records
    * State:

        * Draft
        * Running
        * Stopped

A cron task runs periodically to find new records to apply the scenario to.

Activity
********

The activities form a scenario. They define which action should be triggered
and when it should happen. The activities are organized as a tree and defined
by:

    * Name
    * Parent
    * Children
    * On: event from the parent that triggers the activity:

        * E-Mail Opened
        * E-Mail Not Opened
        * E-Mail Clicked
        * E-Mail Not Clicked

    * Condition: that the record must match to execute the activity
    * Delay: before the action is executed
    * Action: list of available actions

Actions
-------

Send E-Mail
...........

The activity send an e-mail to the party defined on the record.
The E-mail is composed using an HTML `Genshi <https://genshi.edgewall.org/>`_
template with ``record`` in the evaluation context.
All ``<a>`` elements have their ``href`` replaced by a shortened version used
to trigger children activities. If the ``href`` value is ``unsubscribe``, it is
replaced by the URL which allows the recipient to block their record for the
scenario.
A empty image is automatically added at the end of the ``<body>`` to track when
emails are opened.

Record
******

It stores a reference to the records included in each scenario. If the record
is blocked, no activity will be triggered for the record.

Record Activity
***************

It stores the state of a record for an activity of the scenario.

A cron task runs periodically to execute any waiting record activity that is
due.

Configuration
*************

The marketing_automation module uses parameters from the section:

- ``[marketing]``:

    - ``email_from``: The default ``From`` for the email.
    - ``automation_base``: The base URL without a path for the unsubscribe URL
      and the empty image.
      The default value is created using the configuration ``[web]``
      ``hostname``.
