[FW][IMP] marketing automation: content improvements

content/applications/marketing/marketing_automation.rst

@@ -4,11 +4,11 @@
 Marketing Automation
 ====================
 
-The Odoo *Marketing Automation* application enables users to create dynamic campaigns with actions
-that automatically occur within a defined duration, such as sending a series of timed mass emails or
+Use the Odoo **Marketing Automation** application to create dynamic campaigns with actions that
+automatically occur within a defined duration, such as sending a series of timed mass emails or
 engaging with leads based on their interactions with marketing campaigns.
 
-While the application is designed to be user-friendly for quickly creating, launching, and reviewing
+While the application is designed to be user-friendly for creating, launching, and reviewing
 marketing campaigns, it also provides advanced features to automate repetitive tasks throughout the
 database.
 
@@ -43,19 +43,15 @@ with a :ref:`campaign template <marketing_automation/campaign-templates>`.
 Configuration
 =============
 
-To install the *Marketing Automation* application, navigate to the :menuselection:`Apps application`
-and search for `Marketing Automation`.
-
-In the list of results, click the :guilabel:`Activate` button on the :guilabel:`Marketing
-Automation` application to install it.
+To begin, make sure the **Marketing Automation** application is :ref:`installed <general/install>`.
 
 .. important::
-   Installing the *Marketing Automation* application also installs the :doc:`Email Marketing
-   <email_marketing>` app, as most features of Odoo *Marketing Automation* are dependent on that
+   Installing the **Marketing Automation** application also installs the :doc:`Email Marketing
+   <email_marketing>` app, as most features of Odoo **Marketing Automation** are dependent on that
    specific application.
 
    Additionally, install the :doc:`CRM <../sales/crm>` and :doc:`SMS Marketing <sms_marketing>`
-   applications to access *all* of the features available in *Marketing Automation*.
+   applications to access *all* of the features available in **Marketing Automation**.
 
    The following documentation assumes that all three of these dependent applications are installed
    on the database.
@@ -71,9 +67,8 @@ audience, based on predefined filters, triggers, and durations of activities.
 A new campaign can be created from scratch or from a :ref:`template
 <marketing_automation/campaign-templates>`.
 
-To create a campaign, navigate to the :menuselection:`Marketing Automation` application, from the
-main Odoo dashboard, to open the :guilabel:`Campaigns` dashboard. From here, click the
-:guilabel:`New` button to reveal a new campaign form.
+To create a campaign, navigate to the :menuselection:`Marketing Automation` application and click
+the :guilabel:`New` button to reveal a new campaign form.
 
 .. _marketing_automation/campaign-templates:
 
@@ -89,31 +84,29 @@ To get started with a template, navigate to the :menuselection:`Marketing Automa
 from the main Odoo dashboard, to open the :guilabel:`Campaigns` dashboard, which displays six
 :doc:`campaign template <marketing_automation/campaign_templates>` cards:
 
-- | :guilabel:`🏷️ Tag Hot Contacts`
+- | :icon:`fa-tag` :guilabel:`Tag Hot Contacts`
   | :guilabel:`Send a welcome email to contacts and tag them if they click it.`
-- | :guilabel:`✌️ Welcome Flow`
+- | :icon:`fa-hand-peace-o` :guilabel:`Welcome Flow`
   | :guilabel:`Send a welcome email to new subscribers, remove the address that bounced.`
 - | :icon:`fa-check-square` :doc:`Double Opt-in
     <marketing_automation/campaign_templates/double_optin>`
   | :guilabel:`Send an email to new recipients to confirm their consent.`
-- | :guilabel:`🔍 Commercial prospection`
+- | :icon:`fa-search` :guilabel:`Commercial prospection`
   | :guilabel:`Send a free catalog and follow-up according to reactions.`
-- | :guilabel:`📞 Schedule Calls`
+- | :icon:`fa-phone` :guilabel:`Schedule Calls`
   | :guilabel:`If a lead is created for existing contact, schedule a call with their salesperson.`
-- | :guilabel:`⭐️ Prioritize Hot leads`
+- | :icon:`fa-star` :guilabel:`Prioritize Hot leads`
   | :guilabel:`Send an email to new leads and assign them a high priority if they open it.`
 
 .. image:: marketing_automation/campaigns-dashboard.png
-   :align: center
    :alt: Six campaign template cards on the Campaigns dashboard of the Marketing Automation app.
 
 These templates are designed to be used as starting points for creating new campaigns. Click one of
 the template cards to open the campaign form.
 
 .. tip::
    To display the campaign template cards again after a campaign has been created, type the name of
-   a campaign that does **not** exist in the database into the :guilabel:`Search...` bar, then press
-   :kbd:`Enter`.
+   a campaign that does **not** exist in the database into the search bar, then press :kbd:`Enter`.
 
    For example, searching for `empty` displays the campaign template cards again, as long as there
    is not a campaign with the name "empty" in the database.