Tryton application platform - marketing automation module


Tryton is a high-level general purpose application platform. It is the base of a complete business solution as well as a comprehensive health and hospital information system (GNUHealth).

The marketing_automation module allows marketing actions to be automated. It is based on scenarios and activities that are executed on selected records.

Scenario ********

A scenario provides the entry point for records into an automated marketing campaign. Each record can only enter a scenario once.

A cron task runs periodically to find new records to apply the scenario to.

Activity ********

The activities form a scenario. They define which action should be triggered and when it should happen. The activities are organized as a tree.

Actions *******

Send E-Mail

The activity send an e-mail to the party defined on the record. The E-mail is composed using an HTML `Genshi <>`_ template with `record` in the evaluation context. All `<a>` elements have their `href` replaced by a shortened version used to trigger children activities. If the `href` value is `unsubscribe`, it is replaced by the URL which allows the recipient to block their record for the scenario. A empty image is automatically added at the end of the `<body>` to track when emails are opened.

Record ******

It stores a reference to the records included in each scenario. If the record is blocked, no activity will be triggered for the record.

Record Activity ***************

It stores the state of a record for an activity of the scenario.

A cron task runs periodically to execute any waiting record activity that is due.

Configuration *************

The marketing_automation module uses parameters from the section:

 - `email_from`: The default `From` for the email.
 - `automation_base`: The base URL without a path for the unsubscribe URL
    and the empty image.
    The default value is created using the configuration `[web]` `hostname`.

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Install tryton-modules-marketing-automation