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[ADD] email marketing: lost leads email doc #7623

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@MaxKeilOdoo MaxKeilOdoo commented Feb 2, 2024

  • Created a new user doc for how to create and follow up a "lost leads reactivation email".
  • new doc to live under Email Marketing user docs
  • need confirmation on filters, definitions, and follow up steps for analyzing results and email nurturing
    All set here: added more context and opens the door to create more docs on certain topics (ZST)

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robodoo commented Feb 2, 2024

@C3POdoo C3POdoo requested a review from a team February 2, 2024 22:05
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Hi @StraubCreative this is ready for first review, please let me know if I should assign anyone else as a reviewer. Thanks!

@tiku-odoo tiku-odoo requested a review from ksc-odoo March 4, 2024 16:10
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Hi KC,

I'm reviewing the PRs Max opened, and this one seems to be in your scope.

It's a new doc, looks like it's ready for a quick look and then off to peer review.

Thanks 👍

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StraubCreative commented Mar 22, 2024

Rebased to latest on b6237e8.
I can take over this PR since I asked Max to put it together for me anw 👍

@StraubCreative StraubCreative requested a review from a team March 27, 2024 01:21
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ZST revisions/rewrite added on 3f403f6. You can view the diff here to see the specific changes I made vs. NIMK's original. This is ready for peer review now 👍

@tiku-odoo would you mind giving this a look-over before I pass to @odoo/us-doc-review for final reviews?
Thanks and please let me know 🤙

@tiku-odoo tiku-odoo self-requested a review March 27, 2024 13:09
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@StraubCreative

I've completed my review and made a few suggestions for you. I'm approving to move over to final review. This doc is clear and concise, with easy steps to follow, and looks great.

I noticed under the 'Create a lost leads reactivation email' section there is a list format. Are we okay with using this documentation style?

Looking forward to seeing this doc in publication, nice work 👍

Thanks,
Tim

@StraubCreative StraubCreative requested a review from a team March 27, 2024 23:33
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Hi @tiku-odoo thank you for the very helpful review!

I've addressed all of your change requests, as well as the list format concern you had, which can be seen on a5b9e40. When I pushed up the rewrite I kept the list style, begrudgingly, since the flow does require that all steps are completed and we were also trying to educate users about how filter order matters... however I went with a JERO-style approach instead, and replaced the list style format with subheadings. Hopefully you and the other reviewers find that amenable 👍

@odoo/us-doc-review this is ready for a look from y'all. Thanks in advance!

@StraubCreative StraubCreative requested review from StraubCreative and removed request for StraubCreative March 28, 2024 00:00
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Hey there, @StraubCreative -- just finished my Final Review. Great work on this re-write! Very in-depth, detailed, and informative. The majority (if not all) of my suggestions are "style-based" and very minor in nature. I don't anticipate you having any issues implementing the ones you agree with, so I'll be 'approving' this one now. If you have any questions or need clarification on anything, just let me know. If not, feel free to tag this for Tech Review/Merge with Sam whenever it's ready to go. Thanks! 👍

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Hi @ksc-odoo thank you very much for the detailed and helpful review. I incorporated most of your suggestions into the latest version (via 7fa86b5), and think it's in a really good spot now 🙂

Moving to tech review— @samueljlieber, can you review this for me, please?

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Hello @StraubCreative, this doc is looking pretty great– I enjoyed reading about Lost Leads! I have a small handful of corrections and suggestions, please see below.

Lastly, please update the commit message and PR title to have the correct app/module name:

[ADD] email marketing: lost leads email doc

Tag me for another quick look once these are addressed, thank you! :)

----------

Begin by clicking :guilabel:`New Rule` beneath the default :guilabel:`Blacklist` rule. Then, click
the first field of the new rule that appears, and select the :guilabel:`Created on` parameter from
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Suggestion to use the term 'input' for the 3 inputs in a rule row rather than 'field' since there are fields in the drop-down menu. Feel free to ignore this, I just find it easier to understand personally :)

Suggested change
the first field of the new rule that appears, and select the :guilabel:`Created on` parameter from
the first input of the new rule that appears, and select the :guilabel:`Created on` parameter from

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Yea I see what you mean.
I think it's arguably more "truthy" to say field since it's an input field, where input is the qualifying adjective to the noun field. Where it gets confusing, to me at least, is that the back-end terminology Odoo uses also matches the front-end in this case, since they're both "fields." 😅
With that said, I'd like to keep it as is for now and see how it sits in the wild, with the hope that someone in the community would give us corrective feedback, if it's needed.

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This is an unused image and can be removed

@StraubCreative
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Hi @samueljlieber. Thanks for the review!
I applied the necessary CRs on c710d6b. Ready for another look, please 👀

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Hi @StraubCreative, nice job! Looks good to me, delegating to you as there are small changes:

Please update the commit message to be the app scope:

[ADD] email marketing: lost leads email doc

.....
@robodoo delegate=StraubCreative

content/applications/marketing/email_marketing.rst Outdated Show resolved Hide resolved
@StraubCreative StraubCreative changed the title [ADD] email: lost leads email doc [ADD] email marketing: lost leads email doc Mar 29, 2024
Co-authored-by: StraubCreative <zst@odoo.com>
Co-authored-by: tiku-odoo <tiku@odoo.com>
Co-authored-by: ksc-odoo <ksc@odoo.com>
Co-authored-by: samueljlieber <sali@odoo.com>
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@robodoo r+

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6 participants