PURPOSE
Reorganize addon according to guidelines, helping finding and updating code.
SPECIFICATIONS
Move subscription model into its own file, to ease future improvements. Do
the same for its views.
Also move menu entries into a specific file for menus, allowing to easily
understand menu organization in mass mailing.
A duplicated menu about link trackers in SMS is also removed.
Task-2864264 (Mass Mailing Module Reorganization)
Part-of: odoo/odoo#92509
PURPOSE
Improve user experience of report model build on mailing traces.
SPECIFICATIONS
Add scheduled count to reporting. Indeed we have number of sent and delivered
traces but it lacks count of scheduled. Some traces are not sent for example
when email or sms is missing or obviously wrong. Those are currently not
counted in reporting, this is fixed.
Views are also improved to add relevant metrics and measures. Notably add
a list view on report model, allowing to see some metrics at a glance. Improve
SMS related views, hiding opened / replied metrics as we do not track them
currently in SMS.
LINKS
Task ID-2377974
Community PR odoo/odoo#61467
Enterprise PR odoo/enterprise#14633
Fix traceback when creating a new contact by checking the id list is not empty
Filter default reporting by name rather then by campaign (as campaign is an option)
Group by Campaign only if the option is checked to enforce coherency.
> This is unblocked with a group.
Hide the 'replied' status from sms reports as it is not relevant for sms.
Remove the preview message for sms as it is not relevant elsewhere then the object of mails.
Warn the user if he's trying to send a sms with only white-space characters.
> this causes an error because the plaintext-html conversion in mail_thread.py
> consider a white-spaces-only text as empty.
Mobile placeholder added for a better understanding of the field by the user.
Task ID : 2302578
closesodoo/odoo#61461
X-original-commit: e6496af1ea31b2c699de9e41196a9ae3a07efb7f
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Remove dead views to clean dead records
SPECIFICATIONS
Find unused views and remove them, notably specific views that are not used
anymore because generic one is always taken.
LINKS
Task ID 2196317 (Social/Marketing specific)
- Change the name of "Mass SMS" by "SMS Marketing"
- Improve the Mass Mailing views (kanban, form)
- Improve the Mass SMS views (kanban, search, form)
- Hide the sanitized numbers from views (sometime replace by mobile)
- Fix demo data of sms
- Explain the language field of sms template
- Improve the render of the sms composer wizard
TASK_ID : 2053631
PURPOSE
SMS are a powerful marketing tool. For instance it is perfect to announce a
sale or to communicate a coupon code, to welcome a new customer in a fidelity
program, ...
Purpose of this task is to integrate SMS sending in batch in mass mailing. It
will use same mailing objects but sending SMS instead of emails. Some metrics
and flows will have to be slightly updated at the same time.
SPECIFICATIONS
Create a new application called "Mass SMS" that follows the structure of
mass_mailing application.
General guidelines
* use the fa-comment icon for this module;
* add a "Notification type" field to the mailings: email or sms. Set it
invisible and set as domain from context when choosing mass mailing or
mass sms application (menus / action specific);
* adapt the metrics from Mass Mailing to SMS
* sent = received = whether the SMS was sent or not;
* opened => we don't have this information;
* replied => we don't have this information;
* clicks = from link tracker (no change of behavior);
* bounced = SMS that failed to be delivered because the format is wrong;
* exception = any issue when sending SMS;
* keep the Mailing Lists menu, hide email related fields on contact model;
* settings: hide the "Specific Mail Server" feature
Mailing form view
* add an "SMS Content" tab between Mail Body and Options. In there, we should
have the following fields:
* content
* opt-out link: provide a link to the Unsubscribe page. Make it as short
as possible;
* SMS Template
* add an "SMS Text Message" Medium;
Mailing actions
* add an "SMS Sent" smart button. Use the fa-comment-o icon and it should
redirect to the same list views as the "Email sent" smart button and list
the contacts to which an SMS was sent;
* add a "Mobile" field in the list views of the "Email sent" smart button:
* adapt the TEST button > Test Mailing modal to SMS (we should have 1 button
for Email and 1 for SMS); update description;
* default value for the Recipients field should be Name of the current
user, work mobile/phone number;
* If there are no Work Mobile/Phone numbers set on res.users, display
(123)-456-7890 instead;
* rename the Send Sample Mail button into Send Sample SMS;
* adapt the SEND NOW button > Confirmation modal to SMS. Change the message
into "This will send the SMS Text Message to all recipients. Do you still
want to proceed?"
* hide the following elements: Subject, From, Reply to, Attachments, Mail
Server, Mail Body tab; Opened, Replied;
* adapt the label of the following "warnings" to SMS
* x SMS Text Message(s) have been ignored and will not be sent.
* x SMS Text Message(s) are in queue and will be sent soon.
* x SMS Text Message(s) could not be sent.
Mailing kanban view
* hide the following stats: https://nimb.ws/grvBn0: Opened, Replied;
Mailing list / contact management
* following fields should be left empty: https://nimb.ws/3HBeJL: Opened,
Replied;
* when browsing through mailing lsits and contacts through the Mass SMS
application, update actions and views to hide fields related to
email and display only phone-related information;
UTM Campaign
* form view > Related Mailings tab: the following fields should be left
empty if notification type = SMS: https://nimb.ws/nfvr1O: Opened, Replied
Mass Mailing > Reporting (mail.trace.report model)
* adapt the reporting based on the fact that we do not have the following
metrics for SMS: Opened, Replied;
Mass Mailing > Configuration > Blacklist
* do not display any email information (phone blacklist is about phone);
* support phone blacklist. Phone blacklist is therefore a separate model
from mail.blacklist to simplify management. It is included in sms sending
process like mail blacklist when mailing in mass;
Opt-out and blacklist handling
* we do support mailing lists because they could come from different sources
and are a way to communicate with a specific audience (and not just a list
we bought), e.g. subscribe to this list to be kept updated whenever this
product is back in stock, or to receive results of this ...
* if the SMSing is from a list, opt-out removes ourselves from the list;
* if it is from the contact ==> Sent to blacklist;
* allow to attach unsubscription links in sent SMS, redirecting to a new
route in mass mailing SMS allowing quick unsubscribe and/or blacklist
of phone numbers;
Error management
* if the user clicks on Send Now / Schedule / Test and does not have enough
credits, open the "Insufficient credits" modal in a lazy option (aka when
having failed statistics linked to insufficient credits);
* on the mailing, we however display this failure as :
* a message on the mailing kanban view
* a message on the top of the form view + same behavior as the mailing and
"Could not be sent" https://www.screencast.com/t/BExgd1Gc;
LINKS
Task 1997464
PR #34424
Original SMS addition: Task 1922163 (4287481)
niyasraphy