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 `_ template with `record` in the evaluation context. All `` 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 `` 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`.