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Marketing Campaign Management Module
This module allows to :
* Commercial Offers :
- Create Multimedia Commercial Offers
- View a graphical representation of the offer steps
- Create offers from offer models and offer ideas
* Marketing Campaign
- Plan your Marketing Campaign and Commercial Propositions
- Generate the Retro planning (automatically creates all the tasks necessary to launch your campaign)
- Assign automatic prices to the items of your commercial propositions
- Auto generate the purchase orders for all the items of the campaign
- Manage Customers Fils, segments and segmentation criteria
- Create campaigns from campaign models
- Manage copywriters, brokers, dealers, addresses deduplicators and cleaners
Important when you deal with multiple actions, the execution order will be decided based on this, low number is higher priority.
child_ids:
Other Actions, many2many
trigger_name:
Trigger Name, selection
Select the Signal name that is to be used as the trigger.
record_id:
Create Id, many2one
Provide the field name where the record id is stored after the create operations. If it is empty, you can not track the new record.
write_id:
Write Id, char
Provide the field name that the record id refers to for the write operation. If it is empty it will refer to the active id of the object.
srcmodel_id:
Model, many2one
Object in which you want to create / write the object. If it is empty then refer to the Object field.
message:
Message, text
Specify the message. You can use the fields from the object. e.g. `Dear [[ object.partner_id.name ]]`
dm_action:
Action, boolean
email_server:
Email Server, many2one
model_id:
Object, many2one, required
Select the object on which the action will work (read, write, create).
subject:
Subject, char
Specify the subject. You can use fields from the object, e.g. `Hello [[ object.partner_id.name ]]`
loop_action:
Loop Action, many2one
Select the action that will be executed. Loop action will not be available inside loop.
fields_lines:
Field Mappings., one2many
trigger_obj_id:
Trigger On, many2one
Select the object from the model on which the workflow will executed.
name:
Action Name, char, required
Easy to Refer action by name e.g. One Sales Order -> Many Invoices
mobile:
Mobile No, char
Provides fields that be used to fetch the mobile number, e.g. you select the invoice, then `object.invoice_address_id.mobile` is the field which gives the correct mobile number
expression:
Loop Expression, char
Enter the field/expression that will return the list. E.g. select the sale order in Object, and you can have loop on the sales order line. Expression = `object.order_line`.
server_action_id:
Server Action, many2one
sms:
SMS, char
wkf_model_id:
Workflow On, many2one
Workflow to be executed on this model.
state:
Action Type, selection, required
Type of the Action that is to be executed
condition:
Condition, char, required
Condition that is to be tested before action is executed, e.g. object.list_price > object.cost_price
usage:
Action Usage, char
type:
Action Type, char, required
email:
Email Address, char
Provides the fields that will be used to fetch the email address, e.g. when you select the invoice, then `object.invoice_address_id.email` is the field which gives the correct address
action_id:
Client Action, many2one
Select the Action Window, Report, Wizard to be executed.
The cleaner is a partner responsible for removing bad addresses from the customers list
contact_id:
Contact, many2one
address_ids:
Partners Contacts, many2many
crossovered_budget_line:
Budget Lines, one2many
quantity_usable_total:
Total Usable Quantity, char, readonly
proposition_ids:
Proposition, one2many
last_worked_date:
Date of Last Cost/Work, date, readonly
Date of the latest work done on this account.
dealer_id:
Dealer, many2one
The dealer is the partner the campaign is planned for
manufacturing_cost_ids:
Manufacturing Costs, one2many
company_id:
Company, many2one, required
parent_id:
Parent Analytic Account, many2one
pricelist_id:
Sale Pricelist, many2one
project_id:
Project, many2one, readonly
Generating the Retro Planning will create and assign the different tasks used to plan and manage the campaign
ca_to_invoice:
Uninvoiced Amount, float, readonly
If invoice from analytic account, the remaining amount you can invoice to the customer based on the total costs.
cust_file_task_ids:
Customer Files tasks, one2many
payment_method_ids:
Payment Methods, many2many
child_ids:
Child Accounts, one2many
quantity_wanted_total:
Total Wanted Quantity, char, readonly
user_ids:
User, many2many, readonly
campaign_group_id:
Campaign group, many2one
item_task_ids:
Items Procurement tasks, one2many
theorical_margin:
Theorical Margin, float, readonly
Computed using the formula: Theorial Revenue - Total Costs
dtp_task_ids:
DTP tasks, one2many
name:
Account Name, char, required
notes:
Notes, text
translation_state:
Translation Status, selection, readonly
quantity_planned_total:
Total planned Quantity, char, readonly
remaining_hours:
Remaining Hours, float, readonly
Computed using the formula: Maximum Quantity - Hours Tot.
last_worked_invoiced_date:
Date of Last Invoiced Cost, date, readonly
If invoice from the costs, this is the date of the latest work or cost that have been invoiced.
manufacturing_product_id:
Manufacturing Product, many2one
customer_file_state:
Customers Files Status, selection, readonly
last_invoice_date:
Last Invoice Date, date, readonly
Date of the last invoice created for this analytic account.
dtp_purchase_line_ids:
DTP Purchase Lines, one2many
package_ok:
Used in Package, boolean
partner_id:
Associated Partner, many2one
analytic_account_id:
Analytic Account, many2one
revenue_per_hour:
Revenue per Hours (real), float, readonly
Computed using the formula: Invoiced Amount / Hours Tot.
total_cost:
Total Costs, float, readonly
Total of costs for this account. It includes real costs (from invoices) and indirect costs, like time spent on timesheets.
country_id:
Country, many2one, required
The language and currency will be automatically assigned if they are defined for the country
state:
State, selection, required
debit:
Debit, float, readonly
amount_invoiced:
Invoiced Amount, float, readonly
Total invoiced
planning_state:
Planning Status, selection, readonly
user_product_ids:
Users/Products Rel., one2many
manufacturing_responsible_id:
Responsible, many2one
overlay_id:
Overlay, many2one
active:
Active, boolean
mail_service_ids:
Mailing Service, one2many
real_margin_rate:
Real Margin Rate (%), float, readonly
Computes using the formula: (Real Margin / Total Costs) * 100.
credit:
Credit, float, readonly
month_ids:
Month, many2many, readonly
line_ids:
Analytic Entries, one2many
items_state:
Items Status, selection, readonly
trademark_id:
Trademark, many2one
amount_max:
Max. Invoice Price, float
dtp_state:
DTP Status, selection, readonly
user_id:
Account Manager, many2one
dtp_responsible_id:
Responsible, many2one
manufacturing_purchase_line_ids:
Manufacturing Purchase Lines, one2many
type:
Account Type, selection
offer_id:
Offer, many2one, required
Choose the commercial offer to use with this campaign, only offers in ready to plan or open state can be assigned
ca_invoiced:
Invoiced Amount, float, readonly
Total customer invoiced amount for this account.
campaign_type_id:
Type, many2one
hours_quantity:
Hours Tot, float, readonly
Number of hours you spent on the analytic account (from timesheet). It computes on all journal of type ‘general’.
manufacturing_state:
Manufacturing Status, selection, readonly
ca_theorical:
Theorical Revenue, float, readonly
Based on the costs you had on the project, what would the revenue have been if all these costs were invoiced at the normal sale price given by the pricelist.
currency_id:
Currency, many2one
dtp_making_time:
Making Time, float, readonly
to_invoice:
Reinvoice Costs, many2one
Check this field if you plan to automatically generate invoices based on the costs in this analytic account: timesheets, expenses, ...You can configure an automatic invoice rate on analytic accounts.
balance:
Balance, float, readonly
quantity_delivered_total:
Total Delivered Quantity, char, readonly
item_responsible_id:
Responsible, many2one
quantity_max:
Maximum Quantity, float
deduplicator_id:
Deduplicator, many2one
The deduplicator is a partner responsible for removing identical addresses from the customers list
company_currency_id:
Currency, many2one, readonly
hours_qtt_non_invoiced:
Uninvoiced Hours, float, readonly
Number of hours (from journal of type ‘general’) that can be invoiced if you invoice based on analytic account.
files_responsible_id:
Responsible, many2one
date_start:
Date Start, date
forwarding_charge:
Forwarding Charge, float
lang_id:
Language, many2one
complete_name:
Full Account Name, char, readonly
real_margin:
Real Margin, float, readonly
Computed using the formula: Invoiced Amount - Total Costs.
hours_qtt_invoiced:
Invoiced Hours, float, readonly
Number of hours that can be invoiced plus those that already have been invoiced.
router_id:
Router, many2one
The router is the partner who will send the mailing to the final customer
description:
Description, text
manufacturing_task_ids:
Manufacturing tasks, one2many
remaining_ca:
Remaining Revenue, float, readonly
Computed using the formula: Max Invoice Price - Invoiced Amount.
If invoice from the costs, this is the date of the latest work or cost that have been invoiced.
ca_to_invoice:
Uninvoiced Amount, float, readonly
If invoice from analytic account, the remaining amount you can invoice to the customer based on the total costs.
quantity_max:
Maximum Quantity, float
quantity_wanted:
Wanted Quantity, char, readonly
The wanted quantity is the number of addresses you wish to get for that segment.
This is usually the quantity used to order Customers Lists
The wanted quantity could be AAA for All Addresses Available
contact_id:
Contact, many2one
company_currency_id:
Currency, many2one, readonly
date:
Date End, date
last_invoice_date:
Last Invoice Date, date, readonly
Date of the last invoice created for this analytic account.
crossovered_budget_line:
Budget Lines, one2many
amount_max:
Max. Invoice Price, float
package_ok:
Used in Package, boolean
hours_qtt_non_invoiced:
Uninvoiced Hours, float, readonly
Number of hours (from journal of type ‘general’) that can be invoiced if you invoice based on analytic account.
keep_prices:
Keep Prices At Duplication, boolean
partner_id:
Associated Partner, many2one
proposition_type:
Type, selection
analytic_account_id:
Analytic Account, many2one
last_worked_date:
Date of Last Cost/Work, date, readonly
Date of the latest work done on this account.
starting_mail_price:
Starting Mail Price, float
user_id:
Account Manager, many2one
item_ids:
Catalogue, one2many
to_invoice:
Reinvoice Costs, many2one
Check this field if you plan to automatically generate invoices based on the costs in this analytic account: timesheets, expenses, ...You can configure an automatic invoice rate on analytic accounts.
total_cost:
Total Costs, float, readonly
Total of costs for this account. It includes real costs (from invoices) and indirect costs, like time spent on timesheets.
date_start:
Date Start, date
company_id:
Company, many2one, required
segment_ids:
Segment, one2many
parent_id:
Parent Analytic Account, many2one
state:
State, selection, required
quantity_planned:
Planned Quantity, integer
The planned quantity is an estimation of the usable quantity of addresses you will get after delivery, deduplication and cleaning
This is usually the quantity used to order the manufacturing of the mailings
complete_name:
Full Account Name, char, readonly
real_margin:
Real Margin, float, readonly
Computed using the formula: Invoiced Amount - Total Costs.
debit:
Debit, float, readonly
forwarding_charge:
Forwarding Charge, float
pricelist_id:
Sale Pricelist, many2one
type:
Account Type, selection
quantity:
Quantity, float, readonly
manufacturing_costs:
Manufacturing Costs, float
journal_rate_ids:
Invoicing Rate per Journal, one2many
payment_method_ids:
Payment Methods, many2many
description:
Description, text
amount_invoiced:
Invoiced Amount, float, readonly
Total invoiced
forwarding_charges:
Forwarding Charges, float
credit:
Credit, float, readonly
child_ids:
Child Accounts, one2many
user_product_ids:
Users/Products Rel., one2many
ca_invoiced:
Invoiced Amount, float, readonly
Total customer invoiced amount for this account.
sale_rate:
Sale Rate (%), float
This is the planned sale rate (in percent) for this commercial proposition
user_ids:
User, many2many, readonly
remaining_ca:
Remaining Revenue, float, readonly
Computed using the formula: Max Invoice Price - Invoiced Amount.
quantity_delivered:
Delivered Quantity, char, readonly
The delivered quantity is the number of addresses you receive from the broker.
code1:
Code, char, readonly
hours_qtt_invoiced:
Invoiced Hours, float, readonly
Number of hours that can be invoiced plus those that already have been invoiced.
active:
Active, boolean
hours_quantity:
Hours Tot, float, readonly
Number of hours you spent on the analytic account (from timesheet). It computes on all journal of type ‘general’.
theorical_margin:
Theorical Margin, float, readonly
Computed using the formula: Theorial Revenue - Total Costs
quantity_usable:
Usable Quantity, char, readonly
The usable quantity is the number of addresses you have after delivery, deduplication and cleaning.
ca_theorical:
Theorical Revenue, float, readonly
Based on the costs you had on the project, what would the revenue have been if all these costs were invoiced at the normal sale price given by the pricelist.
force_sm_price:
Force Starting Mail Price, boolean
sm_price:
Starting Mail Price, float
keep_segments:
Keep Segments, boolean
name:
Account Name, char, required
customer_pricelist_id:
Product Pricelist, many2one
notes:
Notes, text
address_ids:
Partners Contacts, many2many
real_margin_rate:
Real Margin Rate (%), float, readonly
Computes using the formula: (Real Margin / Total Costs) * 100.
revenue_per_hour:
Revenue per Hours (real), float, readonly
Computed using the formula: Invoiced Amount / Hours Tot.
month_ids:
Month, many2many, readonly
quantity_real:
Real Quantity, char, readonly
The real quantity is the actual number of addresses you get in the file.
price_prog_use:
Price Progression, boolean
line_ids:
Analytic Entries, one2many
balance:
Balance, float, readonly
camp_id:
Campaign, many2one, required
remaining_hours:
Remaining Hours, float, readonly
Computed using the formula: Maximum Quantity - Hours Tot.
Object: The origin of the addresses of a list (dm.customers_list.recruit_origin)¶
code:
Code, char, required
name:
Name, char, required
Object: Type of the address list (dm.customers_list.type)¶
code:
Code, char, required
name:
Name, char, required
Object: A list of addresses proposed by an addresses broker (dm.customers_list)¶
other_cost:
Other Cost, float
selection_cost:
Selection Cost Per Thousand, float
broker_cost:
Broker Cost, float
The amount given to the broker for the list renting
code:
Code, char, required
list_type_id:
Type, many2one
per_thousand_price:
Price per Thousand, float
update_frq:
Update Frequency, integer
currency_id:
Currency, many2one
country_id:
Country, many2one
name:
Name, char, required
broker_discount:
Broker Discount (%), float
recruiting_origin_id:
Recruiting Origin, many2one
Origin of the recruiting of the addresses
broker_id:
Broker, many2one
delivery_cost:
Delivery Cost, float
invoice_base:
Invoicing based on, selection
Net or raw quantity on which the final invoice is based depending on the term negotiated with the broker.
Net : Usable quantity after deduplication
Raw : Delivered quantity
Real : Realy used quantity
Object: A subset of addresses coming from a customers file (dm.campaign.proposition.segment)¶
code:
Account Code, char
last_worked_invoiced_date:
Date of Last Invoiced Cost, date, readonly
If invoice from the costs, this is the date of the latest work or cost that have been invoiced.
ca_to_invoice:
Uninvoiced Amount, float, readonly
If invoice from analytic account, the remaining amount you can invoice to the customer based on the total costs.
analytic_account_id:
Analytic Account, many2one
quantity_cleaned_cleaner:
Cleaned Quantity, integer
The quantity of wrong addresses removed by the cleaner.
segmentation_criteria:
Segmentation Criteria, text
quantity_dedup_cleaner:
Deduplication Quantity, integer
The quantity of duplicated addresses removed by the cleaner.
quantity_max:
Maximum Quantity, float
quantity_usable:
Usable Quantity, integer, readonly
The usable quantity is the number of addresses you have after delivery, deduplication and cleaning.
contact_id:
Contact, many2one
company_currency_id:
Currency, many2one, readonly
date:
Date End, date
last_invoice_date:
Last Invoice Date, date, readonly
Date of the last invoice created for this analytic account.
crossovered_budget_line:
Budget Lines, one2many
amount_max:
Max. Invoice Price, float
package_ok:
Used in Package, boolean
hours_qtt_non_invoiced:
Uninvoiced Hours, float, readonly
Number of hours (from journal of type ‘general’) that can be invoiced if you invoice based on analytic account.
partner_id:
Associated Partner, many2one
all_add_avail:
All Addresses Available, boolean
Used to order all addresses available in the customers list based on the segmentation criteria
split_id:
Split, many2one
note:
Notes, text
last_worked_date:
Date of Last Cost/Work, date, readonly
Date of the latest work done on this account.
start_census:
Start Census, integer
The recency is the time since the last purchase.
For example : A 0-30 recency means all the customers that have purchased in the last 30 days
user_id:
Account Manager, many2one
to_invoice:
Reinvoice Costs, many2one
Check this field if you plan to automatically generate invoices based on the costs in this analytic account: timesheets, expenses, ...You can configure an automatic invoice rate on analytic accounts.
total_cost:
Total Costs, float, readonly
Total of costs for this account. It includes real costs (from invoices) and indirect costs, like time spent on timesheets.
quantity_purged:
Purged Quantity, integer, readonly
The purged quantity is the number of addresses removed from deduplication and cleaning.
date_start:
Date Start, date
customers_file_id:
Customers File, many2one
company_id:
Company, many2one, required
proposition_id:
Proposition, many2one
reuse_id:
Reuse, many2one
parent_id:
Parent Analytic Account, many2one
state:
State, selection, required
customers_list_id:
Customers List, many2one
complete_name:
Full Account Name, char, readonly
real_margin:
Real Margin, float, readonly
Computed using the formula: Invoiced Amount - Total Costs.
debit:
Debit, float, readonly
pricelist_id:
Sale Pricelist, many2one
type_src:
Type, selection
type:
Account Type, selection
quantity:
Quantity, float, readonly
quantity_cleaned_dedup:
Cleaned Quantity, integer
The quantity of wrong addresses removed by the deduplicator.
journal_rate_ids:
Invoicing Rate per Journal, one2many
description:
Description, text
amount_invoiced:
Invoiced Amount, float, readonly
Total invoiced
quantity_planned:
planned Quantity, integer
The planned quantity is an estimation of the usable quantity of addresses you will get after delivery, deduplication and cleaning
This is usually the quantity used to order the manufacturing of the mailings
credit:
Credit, float, readonly
child_ids:
Child Accounts, one2many
user_product_ids:
Users/Products Rel., one2many
ca_invoiced:
Invoiced Amount, float, readonly
Total customer invoiced amount for this account.
user_ids:
User, many2many, readonly
remaining_ca:
Remaining Revenue, float, readonly
Computed using the formula: Max Invoice Price - Invoiced Amount.
quantity_delivered:
Delivered Quantity, integer
The delivered quantity is the number of addresses you receive from the broker.
code1:
Code, char, readonly
hours_qtt_invoiced:
Invoiced Hours, float, readonly
Number of hours that can be invoiced plus those that already have been invoiced.
active:
Active, boolean
hours_quantity:
Hours Tot, float, readonly
Number of hours you spent on the analytic account (from timesheet). It computes on all journal of type ‘general’.
deduplication_level:
Deduplication Level, integer
The deduplication level defines the order in which the deduplication takes place.
theorical_margin:
Theorical Margin, float, readonly
Computed using the formula: Theorial Revenue - Total Costs
ca_theorical:
Theorical Revenue, float, readonly
Based on the costs you had on the project, what would the revenue have been if all these costs were invoiced at the normal sale price given by the pricelist.
quantity_wanted:
Wanted Quantity, integer
The wanted quantity is the number of addresses you wish to get for that segment.
This is usually the quantity used to order Customers Lists
The wanted quantity could be AAA for All Addresses Available
type_census:
Census Type, selection
name:
Account Name, char, required
end_census:
End Census, integer
address_ids:
Partners Contacts, many2many
real_margin_rate:
Real Margin Rate (%), float, readonly
Computes using the formula: (Real Margin / Total Costs) * 100.
revenue_per_hour:
Revenue per Hours (real), float, readonly
Computed using the formula: Invoiced Amount / Hours Tot.
quantity_dedup_dedup:
Deduplication Quantity, integer
The quantity of duplicated addresses removed by the deduplicator.
month_ids:
Month, many2many, readonly
quantity_real:
Real Quantity, integer
The real quantity is the actual number of addresses in the customers file (by counting).
line_ids:
Analytic Entries, one2many
balance:
Balance, float, readonly
remaining_hours:
Remaining Hours, float, readonly
Computed using the formula: Maximum Quantity - Hours Tot.
If you don’t have enough stock available to deliver all at once, do you accept partial shipments or not?
order_policy:
Shipping Policy, selection, required, readonly
The Shipping Policy is used to synchronise invoice and delivery operations.
- The ‘Pay before delivery’ choice will first generate the invoice and then generate the packing order after the payment of this invoice.
- The ‘Shipping & Manual Invoice’ will create the packing order directly and wait for the user to manually click on the ‘Invoice’ button to generate the draft invoice.
- The ‘Invoice on Order After Delivery’ choice will generate the draft invoice based on sale order after all packing lists have been finished.
- The ‘Invoice from the packing’ choice is used to create an invoice during the packing process.
invoice_ids:
Invoice, many2many
This is the list of invoices that have been generated for this sale order. The same sale order may have been invoiced in several times (by line for example).
shop_id:
Shop, many2one, required, readonly
client_order_ref:
Customer Ref, char
date_order:
Date Ordered, date, required, readonly
partner_id:
Customer, many2one, readonly
invoiced:
Paid, boolean, readonly
note:
Notes, text
fiscal_position:
Fiscal Position, many2one
user_id:
Salesman, many2one
payment_term:
Payment Term, many2one
amount_tax:
Taxes, float, readonly
offer_step_id:
Offer Step, many2one
state:
Status, selection, readonly
abstract_line_ids:
Order Lines, one2many, readonly
invoiced_rate:
Invoiced, float, readonly
pricelist_id:
Pricelist, many2one, required, readonly
advertising_agency:
Advertising Agency, many2one
project_id:
Analytic Account, many2one, readonly
incoterm:
Incoterm, selection
published_customer:
Published Customer, many2one
partner_order_id:
Ordering Contact, many2one, required, readonly
The name and address of the contact that requested the order or quotation.
picked_rate:
Picked, float, readonly
partner_invoice_id:
Invoice Address, many2one, required, readonly
amount_untaxed:
Untaxed Amount, float, readonly
picking_ids:
Related Packing, one2many, readonly
This is the list of picking list that have been generated for this invoice
amount_total:
Total, float, readonly
customer_id:
Customer, many2one
name:
Order Description, char, required
partner_shipping_id:
Shipping Address, many2one, required, readonly
segment_id:
Segment, many2one
price_type:
Price method, selection, required
shipped:
Picked, boolean, readonly
invoice_quantity:
Invoice on, selection, required
The sale order will automatically create the invoice proposition (draft invoice). Ordered and delivered quantities may not be the same. You have to choose if you invoice based on ordered or shipped quantities. If the product is a service, shipped quantities means hours spent on the associated tasks.
