SMS analysis

Reporting 页面上(通过头部菜单中的 Reporting 选项访问),有多种选项可以应用不同组合的 FiltersMeasures 以查看多种不同布局的指标(例如 GraphListCohort 视图)。

每个 Reporting 指标视图选项都可以进行更广泛的性能分析 SMS 邮件发送。

例如,在默认的 Graph 视图中, SMS 数据以不同的图表形式呈现,可以按照不同的方式进行排序和分组(例如, Measures 下拉菜单)。

SMS营销中的报告页面。

小技巧

SMS messages can be sent using automation rules in Odoo. Odoo Studio is required to use automation rules.

To install Odoo Studio, go to the Apps application. Then, using the Search… bar, search for studio.

If it is not already installed, click Install.

Adding the Studio application upgrades the subscription status to Custom, which increases the cost. Consult support, or reach out to the database’s customer success manager, with any questions on making the change.

To use automation rules, navigate in developer mode, to Settings app ‣ Technical menu ‣ Automation section ‣ Automation Rules. Then, click New to create a new rule.

Enter a name for the automation rule, and select a Model to implement this rule on.

Based on the selection for the Trigger, additional fields will populate below. Set the Trigger to one of the following options:

Values Updated

  • User is set

  • State is set to

  • On archived

  • On unarchived

Timing Conditions

  • Based on date field

  • After creation

  • After last update

Custom

  • On save

  • On deletion

  • On UI change

External

  • On webhook

Other options may appear based on the Model selected. For example if the Calendar Event model is selected, then the following options appear in addition to those above:

Email Events

  • On incoming message

  • On outgoing message

Under the Before Update Domain field, set a condition to be met before updating the record. Click Edit Domain to set record parameters.

Under the Actions To Do tab, select Add an action. Next, in the resulting Create Actions pop-up window, select Send SMS, and set the Allowed Groups. Allowed Groups are the access rights groups that are allowed to execute this rule. Leave the field empty to allow all groups. See this documentation: Create and modify groups.

Next, set the SMS Template and choose whether the SMS message should be logged as a note, by making a selection in the drop-down menu: Send SMS as. Click Save and Close to save the changes to this new action.

Automation rule template with rule to do, SMS template and log as note highlighted.

Add any necessary notes under the Notes tab. Finally, navigate away from the completed automation rule, or manually save (by clicking the ☁️ (cloud) icon), to implement the change.