ProDon:Création d'un processus via assistant (à traduire) : Différence entre versions
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| − | '''IMPORTANT :''' | + | Title: Creation of a wizard-driven process |
| + | |||
| + | '''IMPORTANT :''' You must have the "'''Automated processes'''" module to access these functions. | ||
== Introduction == | == Introduction == | ||
| − | + | There are two ways to create an automated process: by using the wizard or by creating a manual process. | |
| − | + | To find out how to create a process manually, see "[[ProDon:Création d'un processus manuel (à traduire)|Creation of a manual process]]". | |
| − | + | When you create your first automated process, you'll need to configure the distribution list template that will be used in subsequent processes. | |
| − | + | To find out how to configure the distribution list template, see "[http://wikifr.logilys.com/index.php/ProDon:Cr%C3%A9ation_d%27un_mod%C3%A8le_de_liste_de_distribution « Création d'un modèle de liste de distribution ».] (Creating a distribution list template) | |
| − | == | + | == Creation of an automated process using the wizard == |
| − | + | The automated process creation wizard guides you through the creation of your process by asking you a few questions. | |
| − | + | Go to "Automated process management" ("Mailings", "Automated processes" menu) and click on the [[Image:Bouton Ajouter.png]]. | |
| − | + | Once you've selected the desired template, the wizard will guide you through the various steps involved in the creation of your process. | |
| − | + | When all the steps have been completed, click on "Done" from the wizard to create the automated process. | |
| − | + | You will then be able to modify the process. | |
| − | == | + | == Email configuration == |
| − | + | You can then configure the email(s) that will be sent from this automated process. | |
| − | + | To find out how to set up and email, follow [[ProDon:Configuration d'un courriel (à traduire)|this documentation]]. | |
| − | == | + | == Start a process == |
| − | + | Once all the emails have been configured, you're ready to start your automated process. | |
| − | + | To find out how to start an automated process and the different statuses available, follow [[ProDon:Démarrer un processus / Statut du processus (à traduire)|this documentation]]. | |
Version actuelle datée du 10 janvier 2025 à 15:29
| Création d'un processus via assistant (à traduire) |
Title: Creation of a wizard-driven process
IMPORTANT : You must have the "Automated processes" module to access these functions.
Introduction
There are two ways to create an automated process: by using the wizard or by creating a manual process.
To find out how to create a process manually, see "Creation of a manual process".
When you create your first automated process, you'll need to configure the distribution list template that will be used in subsequent processes.
To find out how to configure the distribution list template, see "« Création d'un modèle de liste de distribution ». (Creating a distribution list template)
Creation of an automated process using the wizard
The automated process creation wizard guides you through the creation of your process by asking you a few questions.
Go to "Automated process management" ("Mailings", "Automated processes" menu) and click on the 
.
Once you've selected the desired template, the wizard will guide you through the various steps involved in the creation of your process.
When all the steps have been completed, click on "Done" from the wizard to create the automated process.
You will then be able to modify the process.
Email configuration
You can then configure the email(s) that will be sent from this automated process.
To find out how to set up and email, follow this documentation.
Start a process
Once all the emails have been configured, you're ready to start your automated process.
To find out how to start an automated process and the different statuses available, follow this documentation.
Nom du document : ProDon:Création d'un processus via assistant (à traduire)
Version : 5.0.14
