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``.
Raw data
{
"_id": null,
"home_page": "http://www.tryton.org/",
"name": "trytond-marketing-automation",
"maintainer": "",
"docs_url": null,
"requires_python": ">=3.8",
"maintainer_email": "",
"keywords": "tryton marketing automation",
"author": "Tryton",
"author_email": "foundation@tryton.org",
"download_url": "https://files.pythonhosted.org/packages/de/48/bfdc34955462fbb9bf7a3a8047d626a970ae4ec7037aa5123c52e186a923/trytond_marketing_automation-7.0.0.tar.gz",
"platform": null,
"description": "Marketing Automation Module\n###########################\n\nThe marketing_automation module allows marketing actions to be automated. It is\nbased on scenarios and activities that are executed on selected records.\n\nScenario\n********\n\nA scenario provides the entry point for records into an automated marketing\ncampaign. Each record can only enter a scenario once. A scenario is defined by:\n\n * Name\n * Model: the type of record for the scenario (by default Party and Sale)\n * Domain: used to filter records\n * State:\n\n * Draft\n * Running\n * Stopped\n\nA cron task runs periodically to find new records to apply the scenario to.\n\nActivity\n********\n\nThe activities form a scenario. They define which action should be triggered\nand when it should happen. The activities are organized as a tree and defined\nby:\n\n * Name\n * Parent\n * Children\n * On: event from the parent that triggers the activity:\n\n * E-Mail Opened\n * E-Mail Not Opened\n * E-Mail Clicked\n * E-Mail Not Clicked\n\n * Condition: that the record must match to execute the activity\n * Delay: before the action is executed\n * Action: list of available actions\n\nActions\n-------\n\nSend E-Mail\n...........\n\nThe activity send an e-mail to the party defined on the record.\nThe E-mail is composed using an HTML `Genshi <https://genshi.edgewall.org/>`_\ntemplate with ``record`` in the evaluation context.\nAll ``<a>`` elements have their ``href`` replaced by a shortened version used\nto trigger children activities. If the ``href`` value is ``unsubscribe``, it is\nreplaced by the URL which allows the recipient to block their record for the\nscenario.\nA empty image is automatically added at the end of the ``<body>`` to track when\nemails are opened.\n\nRecord\n******\n\nIt stores a reference to the records included in each scenario. If the record\nis blocked, no activity will be triggered for the record.\n\nRecord Activity\n***************\n\nIt stores the state of a record for an activity of the scenario.\n\nA cron task runs periodically to execute any waiting record activity that is\ndue.\n\nConfiguration\n*************\n\nThe marketing_automation module uses parameters from the section:\n\n- ``[marketing]``:\n\n - ``email_from``: The default ``From`` for the email.\n - ``automation_base``: The base URL without a path for the unsubscribe URL\n and the empty image.\n The default value is created using the configuration ``[web]``\n ``hostname``.\n",
"bugtrack_url": null,
"license": "GPL-3",
"summary": "Tryton module to plan, coordinate and manage marketing campaigns",
"version": "7.0.0",
"project_urls": {
"Bug Tracker": "https://bugs.tryton.org/",
"Documentation": "https://docs.tryton.org/",
"Download": "http://downloads.tryton.org/7.0/",
"Forum": "https://www.tryton.org/forum",
"Homepage": "http://www.tryton.org/",
"Source Code": "https://code.tryton.org/tryton"
},
"split_keywords": [
"tryton",
"marketing",
"automation"
],
"urls": [
{
"comment_text": "",
"digests": {
"blake2b_256": "7db2b5bea6e8687d6d41fe254eef9e0f738c4f0bcb4bf7f1678c3baf87f045d3",
"md5": "59c7a82a1b9e9bf7363079f4fcf2127f",
"sha256": "b8cad350d83afe17fec5a83153772e5bb9c6d4bdff1746844b41e0ec63fd899c"
},
"downloads": -1,
"filename": "trytond_marketing_automation-7.0.0-py3-none-any.whl",
"has_sig": false,
"md5_digest": "59c7a82a1b9e9bf7363079f4fcf2127f",
"packagetype": "bdist_wheel",
"python_version": "py3",
"requires_python": ">=3.8",
"size": 94265,
"upload_time": "2023-10-30T17:31:04",
"upload_time_iso_8601": "2023-10-30T17:31:04.611240Z",
"url": "https://files.pythonhosted.org/packages/7d/b2/b5bea6e8687d6d41fe254eef9e0f738c4f0bcb4bf7f1678c3baf87f045d3/trytond_marketing_automation-7.0.0-py3-none-any.whl",
"yanked": false,
"yanked_reason": null
},
{
"comment_text": "",
"digests": {
"blake2b_256": "de48bfdc34955462fbb9bf7a3a8047d626a970ae4ec7037aa5123c52e186a923",
"md5": "8ae99494ea0340ef22c1f042487e6bdc",
"sha256": "a561c482fd0b216de36c19a15e2a39e47aadbf5dce0ace09095eeafb4332fcc3"
},
"downloads": -1,
"filename": "trytond_marketing_automation-7.0.0.tar.gz",
"has_sig": false,
"md5_digest": "8ae99494ea0340ef22c1f042487e6bdc",
"packagetype": "sdist",
"python_version": "source",
"requires_python": ">=3.8",
"size": 50283,
"upload_time": "2023-10-30T17:31:06",
"upload_time_iso_8601": "2023-10-30T17:31:06.890179Z",
"url": "https://files.pythonhosted.org/packages/de/48/bfdc34955462fbb9bf7a3a8047d626a970ae4ec7037aa5123c52e186a923/trytond_marketing_automation-7.0.0.tar.gz",
"yanked": false,
"yanked_reason": null
}
],
"upload_time": "2023-10-30 17:31:06",
"github": false,
"gitlab": false,
"bitbucket": false,
"codeberg": false,
"lcname": "trytond-marketing-automation"
}
JSON