social/mass_mailing_list_dynamic/README.rst

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Dynamic Mass Mailing Lists
==========================
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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:
1. Go to *Email Marketing* > Configuration > Settings
2. Check Mass Mailing Campaigns.
3. Go to *Email Marketing* > Mailing List > Mailing List
4. Check the *Dynamic* box.
5. 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.
6. 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:
1. Click on "Load filter" button below criteria.
2. Select one of the existing filters.
3. Click on "Load filter" and you will have that filter as criteria.
Usage
=====
To use this module, you need to:
1. Go to *Email Marketing > Mailings*, and create one.
2. Select as recipients a mailing list.
3. On "Select mailing lists:", choose one mailing list with dynamic flag
checked.
4. 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:%2017.0%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>
- `Dynapps N.V. <https://www.dynapps.be>`__:
- Xander De Jaegere
- `Trobz <https://trobz.com>`__:
- Nguyễn Minh Chiến <chien@trobz.com>
- `PeGon GmbH <https://www.pegon.ch>`__:
- Pedro Evaristo Gonzalez Sanchez
Other credits
-------------
The migration of this module from 15.0 to 17.0 was financially supported
by Camptocamp
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/17.0/mass_mailing_list_dynamic>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.