The RebusAi Marketing Automation application is a feature that enables businesses to automate their marketing tasks and workflows. With this app, businesses can create personalized marketing campaigns, segment their audience, and send targeted messages based on specific triggers or conditions.

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The application also includes features such as lead scoring, automated follow-up emails etc. By automating marketing tasks, businesses can save time, increase efficiency, and improve their overall marketing performance.

How to create email campaigns?

1. Navigate to the Marketing Automation app.

2. Click on the ‘Create’ button to create a new campaign.

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3. In the Email Campaign form, you can enter the Campaign Name.

4. Select the target audience in the ‘Target’ model.

Note: 1) this field is a drop-down menu to choose which model is targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.).

​  2) Create filters to match the records by creating rules.

5. Click on ‘Add New Activity’ for adding activities in the workflow.

Note: Check out on how to create activities.

6. Click on ‘Launch a test’ to test the campaign.

Note: Check out on how to launch a test.

7. Click on ‘Start’ to start the campaign.

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After the email campaign is sent, you can track its performance using the Odoo Marketing Automation tools. You can monitor the email opens, clicks, bounces, and unsubscribes, and use this information to improve your future campaigns.

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Notes: Smart buttons on the Campaign form page:

1. Templates: displays the number of pre-configured mail templates being used in this particular campaign.
2. SMS: displays the number of personalized SMS messages connected to this campaign.
3. Clicks: displays the number of times attached links have been clicked by recipients of this campaign.
4. Participants: displays the number of contacts that have directly participated in this campaign.
5. Target: this field is a drop-down menu to choose which model is targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.).
6. Unicity: used to avoid duplicates based on model fields. For example, for model customers select email field here if you don’t want to process records which have the same email address

How to create workflow activities for an email campaign?

1.In the Marketing Automation app, users have the ability to design marketing campaigns that involve activities such as email or SMS campaigns. To begin, users can go to the Workflow section and select "Add New Activity." This action will generate a blank activity template where users can customize the parameters for that particular activity.

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Notes:

1. Activity Name: The name of the activity is the title that identifies it.
2. Activity Type: You can select the type of activity by choosing from the options of Email, Server Action (internal operation), or SMS.
3. Mail Template: You can choose a mail template from pre-configured options, or alternatively create a new one on-the-fly.
4. Trigger: You can select the trigger that will activate the activity based on your preferences.
5. Expiry Duration: You have the option to set an expiry duration to halt actions after a specific period following the scheduled date. If this option is selected, a "Cancel after" field will appear, allowing you to choose how many hours, days, weeks, or months you want the actions to end after the initial date.
6. Activity Filter: The activity filter is the domain that pertains to this activity and all the subsequent child activities.
7. Applied Filter: The applied filter ensures that the activity is executed only if it meets the requirements of the specified domain or filter.

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2.  After the activity’s settings are fully configured, click Save & Close to finish creating the activity.

3.  After saving, the Workflow Activity will be visible, where it will be displayed as a graph by default. The trigger time configured for that activity will be located to the left of the Workflow Activity card.

4. Within the Workflow Activity section, you can also find the count of activities that have been either successful or rejected. These numbers are color-coded in the graph to make it easy to identify, with success shown in green and rejection in red.

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NOTE: When the activity type is set to Email, more detailed analytics can be found below the Workflow Activity data. This information includes the number of emails that were sent, as well as the percentage of those emails that were clicked, replied to, or bounced.

How to create child activities for an email campaign workflow?

Child Activities are sub-activities linked to and activated by the activity above them, which is referred to as the Parent Activity.

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Odoo offers several triggering options for launching a Child Activity, all of which are based on the trigger settings associated with the parent activity. To add a child activity, go to the desired parent activity, hover over "Add child activity," and select the appropriate trigger:

1. Add Another Activity: You can add another activity immediately by selecting "Add Another Activity."
2. Opened: refers to a trigger condition in which the next activity will be initiated if the email recipient opens the email.
3. Not Opened: refers to a trigger condition in which the next activity will be initiated if the email recipient does not open the email.
4. Replied: indicates a trigger condition in which the next activity will be initiated if the email recipient responds to the email.
5. Not Replied: refers to a trigger condition in which the next activity will be initiated if the email recipient does not respond to the email.
6. Clicked: refers to a trigger condition in which the next activity will be initiated if the email recipient clicks on a link embedded in the email.
7. Not Clicked: refers to a trigger condition in which the next activity will be initiated if the email recipient does not click on any of the links in the email.
8. Bounced: refers to a trigger condition in which the next activity will be initiated if the email bounces, meaning it is not delivered to the recipient.

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After selecting a trigger, you can customize the child activity using the same configuration options available for a regular activity, and then save and close it to complete the creation process.

How to test and run a campaign?

Users can test their marketing campaigns and mailings before launching them.

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1. Navigate to the Marketing Automation app.
2. Open the particular campaign for which you wanted to run a test.
3. The campaign should have activities configured in the workflow.
4. To start a test, click the ‘Launch a Test’ button at the top of the template form.
5. A pop-up window appears when clicked.
6. Within the dropdown field, you can select a particular record to run the test on, or alternatively, create a new record by clicking on the "Search More..." link located at the bottom of the dropdown menu and then clicking the "Create" button.
7. After selecting the record, click on "Continue," and you will be directed to the campaign test page.
8. To initiate a test, select the Run icon located next to the first activity in the workflow. Once clicked, the page will reload, and it will display the different results and analytics associated with that particular activity.
9. When all the workflow activities have been executed, the test will conclude and transition to the Completed stage. To terminate a test before all the workflow activities have been completed, simply click the Stop button.