자동화 규칙¶

구독을 시작하여 실행하게 되면 고객에게 최신 정보를 제공하는 것이 중요합니다. 자동화를 활용하게 되면 구독자 목록을 직접 검토하여 진행 상황을 확인할 필요가 없게 되므로 효율적입니다. 여기에서 Odoo의 자동화 규칙 기능의 진가가 발휘됩니다.

The Odoo Subscriptions application allows users to set up automatic emails, create tasks for salespeople, and even send satisfaction surveys for subscribers to evaluate their experience.

자동화 규칙 만들기¶

To create an automated rule, start by navigating to Subscriptions app ‣ Configuration ‣ Automation Rules. This is where all the automation rules for subscriptions can be found.

The Automation Rules page shows each rule’s Name, Action To Do, what the automated rule will Trigger On, and the Company to which the rule applies.

To view or modify any existing automation rule, simply click the desired rule from this page.

To create a new automation rule, click New.

Clicking New reveals a blank Automation Rules form with numerous fields to configure.

Automation rule form fields¶

• Action Name: title of the automated action rule.

Apply On section¶

The Apply On section dictates which subscription orders/customers this automated action applies to.

• MRR Between: designate a range of monthly recurring revenue to target.

• MRR Change More: designate a change of monthly recurring revenue to target, in either percentage or unit of currency.

• Over: choose a period of time over which the designated KPIs (Key Performance Indicators) are calculated.

• Rating Satisfaction: designate satisfaction as greater than or less than a percentage.

• Status: select the status of the subscriptions to be included in this automation rule. The options are: Quotation, Quotation Sent, Sales Order, and Cancelled.

• Stage goes from: designate when the automation rule should be activated using two fields that represent two different stages of the subscription.

• Subscription Plans: choose specific subscription plans to target with the automation rule.

• Products: select specific product(s) to target with the automation rule.

• Customers: select specific customer(s) to target with the automation rule.

• Company: in a multi-company environment, select a specific company’s subscription data to target with the automation rule.

• Sales Team: select the data of specific sales team(s) to target with the automation rule.

Action section¶

The Action section dictates what action occurs when an automated rule is triggered.

In the Action To Do field, choose the action that will occur once the automated rule is triggered. When clicked, the following options become available on a drop-down menu:

• Create next activity: creates the next activity to occur, which is configured in the Activity section that appears at the bottom of the automation rule form.

• Send an email to the customer: sends an email to the customer(s) who fit the specified criteria of the automation rule.

• Send an SMS Text Message to the customer: sends an SMS message to the customer(s) who fit the specified criteria of the automation rule.

• Set Contract Health value: set the health value of the subscription contract.

If Send an email to the customer is selected in the Action To Do field, the following field appears:

• Email Template: create (and edit) a new email template or select from a list of pre-configured email templates to send to the customer(s).

If Send an SMS Text Message to the customer is selected in the Action To Do field, the following field appears:

• SMS Template: create (and edit) a new SMS template or select from a list of pre-configured SMS templates to send to the customer(s).

If Set Contract Health value is selected in the Action To Do field, the following field appears:

• Health: designate the health of the subscription by choosing one of the following options: Neutral, Good, or Bad.

In the Trigger On field, decide whether the automated rule should be triggered on a Modification or Timed Condition.

If Timed Condition is selected in the Trigger On field, the following fields appear:

• Trigger Date: represents when the condition should be triggered. If left blank, the action is created upon subscription creation and updates.

• 지연 후 트리거: Odoo에서 설정된 작업을 트리거하기 전에 지연되도록 설정할 시간 (분, 시간, 일 또는 월)을 선택합니다. 음수를 입력하면 “지연” 은 트리거 날짜 보다 이전 에 시작하게 됩니다.

활동 섹션¶

If Create next activity is selected in the Action To Do field, an Activity section appears at the bottom of the Automation Rules form.

• Activity Type: select an pre-configured activity type from the drop-down menu.

• Title: enter a custom title for the chosen activity.

• Note: leave a note for the employee to whom the activity is assigned.

• Due Date In: enter an amount of days within which the activity should be completed.

• Assign To: choose to assign the specified activity to either: Subscription Salesperson, Sales Team Leader, or Specific Users.