mirror of https://github.com/OCA/social.git
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5.0 KiB
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156 lines
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==========================
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Dynamic Mass Mailing Lists
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==========================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:9944905bbf4a4085844029b2f19fd28a65f9496875a3b5b8b673bfdfd2238018
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsocial-lightgray.png?logo=github
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:target: https://github.com/OCA/social/tree/17.0/mass_mailing_list_dynamic
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:alt: OCA/social
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/social-17-0/social-17-0-mass_mailing_list_dynamic
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/social&target_branch=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Without this addon you have to choose between providing a dynamic domain
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and letting your mass mailings reach all partners that match it.
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This addon allows you to create dynamic mailing lists, so you can now
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benefit from both things.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To create a dynamic mailing list, you need to:
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1. Go to *Email Marketing* > Configuration > Settings
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2. Check Mass Mailing Campaigns.
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3. Go to *Email Marketing* > Mailing List > Mailing List
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4. Check the *Dynamic* box.
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5. Choose a *Sync method*:
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- Leave empty to use as a manual mailing list, the normal behavior.
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- *Only add new records* to make sure no records disappear from the
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list when partners stop matching the *Synchronization critera*.
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- *Add and remove records as needed* to make the list be fully
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synchronized with the *Synchronization critera*, even if that means
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removing contacts from it.
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6. Define a *Synchronization criteria* that will be used to match the
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partners that should go into the list as contacts. Only partners with
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emails will be selected.
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You can also load an existing filter over contacts:
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1. Click on "Load filter" button below criteria.
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2. Select one of the existing filters.
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3. Click on "Load filter" and you will have that filter as criteria.
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Usage
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=====
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To use this module, you need to:
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1. Go to *Email Marketing > Mailings*, and create one.
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2. Select as recipients a mailing list.
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3. On "Select mailing lists:", choose one mailing list with dynamic flag
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checked.
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4. Before sending the mass mailing, the list will be synced for having
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latest changes.
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When you hit the *Sync now* button or send a mass mailing to this list,
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its contacts will be automatically updated.
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Pay attention to the messages shown to you that tell you about some
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non-obvious behaviour you could experience if you edit manually contacts
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from a dynamic list.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/social/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Tecnativa
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Contributors
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------------
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Jairo Llopis
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- Pedro M. Baeza
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- David Vidal
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- Victor M.M. Torres
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- Víctor Martínez
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- `Hibou Corp. <https://hibou.io>`__:
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- Jared Kipe <jared@hibou.io>
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- `Dynapps N.V. <https://www.dynapps.be>`__:
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- Xander De Jaegere
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- `Trobz <https://trobz.com>`__:
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- Nguyễn Minh Chiến <chien@trobz.com>
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- `PeGon GmbH <https://www.pegon.ch>`__:
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- Pedro Evaristo Gonzalez Sanchez
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Other credits
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-------------
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The migration of this module from 15.0 to 17.0 was financially supported
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by Camptocamp
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/social <https://github.com/OCA/social/tree/17.0/mass_mailing_list_dynamic>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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