social/mass_mailing_list_dynamic
OCA-git-bot bbececfe4a Merge PR #1152 into 13.0
Signed-off-by pedrobaeza
2023-11-27 18:47:50 +00:00
..
i18n Translated using Weblate (Italian) 2023-07-28 13:11:55 +00:00
models [MIG] mass_mailing_list_dynamic: Migration to 13.0 2020-07-17 07:06:29 -07:00
readme [FIX] mass_mailing_list_dynamic: Prevent ValidationError when merge contacts wizard related to dynamic and full sync list 2021-03-18 08:18:05 +01:00
static/description [UPD] README.rst 2023-09-03 16:58:35 +00:00
tests [FIX] mass_mailing_list_dynamic: Prevent ValidationError when merge contacts wizard related to dynamic and full sync list 2021-03-18 08:18:05 +01:00
views [IMP] pre-commit run -a 2021-01-27 14:12:45 +00:00
wizards Propagate syncing context key while merging partners 2023-06-02 14:40:36 +02:00
README.rst [UPD] README.rst 2023-09-03 16:58:35 +00:00
__init__.py [MIG] mass_mailing_list_dynamic: Migration to 12.0 2020-07-16 09:30:03 -07:00
__manifest__.py mass_mailing_list_dynamic 13.0.1.0.1 2021-03-18 15:14:19 +00:00

README.rst

==========================
Dynamic Mass Mailing Lists
==========================

.. 
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! source digest: sha256:03236a4cd210a15dcc943687bbb01111053fc265a09555dcc43647ea31f4d8ca
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsocial-lightgray.png?logo=github
    :target: https://github.com/OCA/social/tree/13.0/mass_mailing_list_dynamic
    :alt: OCA/social
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/social-13-0/social-13-0-mass_mailing_list_dynamic
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/social&target_branch=13.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Without this addon you have to choose between providing a dynamic domain and
letting your mass mailings reach all partners that match it.

This addon allows you to create dynamic mailing lists, so you can now benefit
from both things.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To create a dynamic mailing list, you need to:

#. Go to *Email Marketing* > Configuration > Settings
#. Check Mass Mailing Campaigns.
#. Go to *Email Marketing* > Mailing List > Mailing List
#. Check the *Dynamic* box.
#. Choose a *Sync method*:

   - Leave empty to use as a manual mailing list, the normal behavior.
   - *Only add new records* to make sure no records disappear from the list
     when partners stop matching the *Synchronization critera*.
   - *Add and remove records as needed* to make the list be fully synchronized
     with the *Synchronization critera*, even if that means removing contacts
     from it.
#. Define a *Synchronization criteria* that will be used to match the partners
   that should go into the list as contacts. Only partners with emails will
   be selected.

You can also load an existing filter over contacts:

#. Click on "Load filter" button below criteria.
#. Select one of the existing filters.
#. Click on "Load filter" and you will have that filter as criteria.

Usage
=====

To use this module, you need to:

#. Go to *Email Marketing > Mailings*, and create one.
#. Select as recipients a mailing list.
#. On "Select mailing lists:", choose one mailing list with dynamic flag
   checked.
#. Before sending the mass mailing, the list will be synced for having latest
   changes.

When you hit the *Sync now* button or send a mass mailing to this list, its
contacts will be automatically updated.

Pay attention to the messages shown to you that tell you about some non-obvious
behaviour you could experience if you edit manually contacts from a dynamic
list.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/social/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/social/issues/new?body=module:%20mass_mailing_list_dynamic%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`_:

  * Jairo Llopis
  * Pedro M. Baeza
  * David Vidal
  * Victor M.M. Torres
  * Víctor Martínez

* `Hibou Corp. <https://hibou.io>`_:

  * Jared Kipe <jared@hibou.io>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/social <https://github.com/OCA/social/tree/13.0/mass_mailing_list_dynamic>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.