Metrics are detailed statistics that measure the progress (and success) of marketing campaigns. When creating marketing activities in a workflow, Odoo will visually display various metrics related to the campaign with graphs and data.
Consider the following example:
In this case, the Target of this campaign is set to Lead/Opportunity and
was narrowed down to only focus on the Leads (or Opportunities) whose Tag Name contain
a value of
product and they also have an email address set up in the database.
Beneath the filter nodes, Odoo will display how many records in the database fall into the previously-specified criteria filter. In this example, there are 18 records in the database that match the criteria.
At the top of the marketing automation form, there are a series of smart buttons. The Participations smart button in this example indicates that, out of those 18 records, 25 have become participants. In other words, they have matched the criteria, and have already interacted with the campaign in one way or another.
Records represent a real-time number. Therefore, while the workflow is running, changes in opportunity records (deletions, additions, adjustments) may occur. This means there will be real-time updates to the number of Records, but such updates do not change the number of Participants, as the metric will not exclude opportunities that have already been set as Participants before - Odoo will just add new ones. That’s why the number of Records can be different from the number of Participants from time to time.
Whenever the system runs, updating numbers and triggering actions, it will look at the Target model, and check if new Records have been added (or modified), which always keeps the flow up-to-date.
The filter here is applied to all activities. Leads that lose that specific Tag in the meantime will be excluded from later activities.
Filters can also be applied to individual activities, in the Domain section of the activity pop-up form. Use this feature to specify an individual filter that will only be performed if the records satisfy both filter criteria - the activity filter and its specific domain filter.
(Example: when configuring an SMS activity, make sure a certain phone number is set, in order to avoid triggering a SMS that would never be sent.)
Success represents the number of times the searching for participants - who match the criteria filter(s) of that activity - was performed successfully, in relation to the total number of participants. If a participant does not match the conditions, it will be added to Rejected.
Hovering over the graph, Odoo displays the number of successful and rejected participants, per day, over the last 15 days.
Whenever a new record is added to the Target model, it will automatically be added to the workflow, and it will start the workflow from the beginning (Parent Action).