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Commit 2503a66c authored by Elisabeth Dickinson's avatar Elisabeth Dickinson Committed by Thibault Delavallée
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[IMP] crm: make tips bioutifoul, and add moar tips


PURPOSE

Make digest email and tips more appealing. The goals of these tips are

  * to encourage the adoption of other apps (Did you know ?);
  * to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
  * to show social proof and increase trust (emphasis on already existing
    projects / customers to);

SPECIFICATIONS

Improve existing tips to be more inlined with new digest styling.

Add new tips, notably

  * use lead enrichment;
  * use lead mining;

LINKS

Task ID 2197417
PR odoo/odoo#51619

Co-Authored-By: default avatarElisabeth Dickinson <edi@odoo.com>
Co-Authored-By: default avatarThibault Delavallée <tde@odoo.com>
parent 2fa98051
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......@@ -9,20 +9,49 @@
<data>
<record id="digest_tip_crm_0" model="digest.tip">
<field name="name">CRM: try mailgateway</field>
<field name="sequence">2</field>
<field name="name">CRM: Create opportunities from incoming emails</field>
<field name="sequence">5</field>
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
<field name="tip_description" type="html">
<div>
% set email = object.env['crm.team'].search([('alias_name','!=', False)],limit=1).alias_id.display_name
% if email
<strong style="font-size: 16px;">Try the mail gateway</strong>
<div style="font-size: 14px;">Email sent to <strong>${email}</strong> generate opportunities in your pipeline.<br/>
<div style="text-align:center;margin-top:5px;margin-bottom:2px;">
<a href="mailto:${email}" style="background-color:#56b3b5;padding:2px;color:#FFFFFF;font-weight:bold;text-decoration:none;">Try Now</a>
</div>
<b class="font-16" style="font-size: 20px;line-height: 30px;">Create opportunities from incoming emails</b>
<p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Emails sent to <strong>${email}</strong> generate opportunities in your pipeline.</p>
<img src="/crm/static/src/img/tips-crm-pipeline.jpg" style="max-width: 580px" width="100%" />
<div style="text-align:center;margin-top:10px;">
<a href="mailto:${email}" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Try it now</a>
</div>
% endif
</div>
</field>
</record>
<record id="digest_tip_crm_1" model="digest.tip">
<field name="name">CRM: Enrich your contacts</field>
<field name="sequence">50</field>
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
<field name="tip_description" type="html">
<div>
<b class="font-16" style="font-size: 20px;line-height: 30px;">Enrich your contacts</b>
<p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Activate the "Partner Autocomplete" feature to fill in your Partner's details faster.</p>
<img src="/crm/static/src/img/tips-crm-autocomplete.jpg" style="max-width: 580px" width="100%" />
<div style="text-align:center;margin-top:10px;">
<a href="/web#action=base_setup.action_general_configuration" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Try it now</a>
</div>
</div>
</field>
</record>
<record id="digest_tip_crm_2" model="digest.tip">
<field name="name">CRM: Get more leads</field>
<field name="sequence">2</field>
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
<field name="tip_description" type="html">
<div>
<b class="font-16" style="font-size: 20px;line-height: 30px;">Get more leads</b>
<p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Activate the lead mining feature from your CRM settings and start generating more leads.</p>
<div style="text-align:center;margin-top:10px;">
<a href="https://www.odoo.com/documentation/user/13.0/crm/acquire_leads/lead_mining.html" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Find out more</a>
</div>
</div>
</field>
</record>
......
addons/crm/static/src/img/tips-crm-autocomplete.jpg

118 KiB

addons/crm/static/src/img/tips-crm-lead-mining.jpg

111 KiB

addons/crm/static/src/img/tips-crm-pipeline.jpg

151 KiB

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