SMS analysis¶
Op de Rapportages pagina (toegankelijk via het menu), kan je verschillende combinaties van Filters en Meetwaarden toepassen om metrics in een aantal verschillende lay-outs te bekijken (bijv. Grafiek-, Lijst-, en Cohort-weergaven).
Elke weergave van de Rapportages biedt de mogelijkheid om de prestaties van SMS mailings uitvoeriger te analyseren.
In de standaard grafiekweergave worden de gegevens van de sms bijvoorbeeld weergegeven als verschillende grafieken en diagrammen, die op verschillende manieren kunnen worden gesorteerd en gegroepeerd (bijv. vervolgkeuzemenu Meetwaarden).
Tip
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 . 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 . 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: Groepen maken en wijzigen.
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.
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.