PURPOSE
Clarify the use case in which a specified email address is set as replies may
not be traceable. Make the %Click KPIs visible for Emails as well. Allow users
to report on the links that have (or not) been clicked from their
mailing.
SPECIFICATIONS
Add an info text for the "specified email address" option in the "reply to"
field. If target model does not accept incoming emails warn the user it is
likely to fail.
Number of emails/sms sent is now display as clickable text instead of stat
button and clicked stat button is now also visible in mass_mailing.
Task ID: 2202495
PR #48339
Prior to this commit, two fields were used for lead and opportunities
count.
As both of these fields were set with the same values and only existed
for labelling purposes, this commit replaces them by a single field
and handles the the labels in the xml.
This commit also improves the way lead count is computed by using
a read_group instead of a search in a loop.
LINKS:
closes odoo/odoo#38707
Taskid: 2086863
Pr: #38707
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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
Prepare mass mailing module to addition of mass_mailing_sms.
Mailing model: mailing type
* add a mailing_type selection field;
* mass mailing contains only 'mail';
* synchronize medium accordingly;
* update actions of mass mailing application to add a domain on mailing
type being 'mail';
Mailing contact
* remove is_email_valid field as its purpose is achieved by email_normalized
field coming from address mixin (added by blacklist management);
Mailing contact subscription
* clean a bit fields and views as this should stay a technical model;
Trace model and report: trace type
* add a trace_type selection field;
* mass mailing contains only 'mail';
Various
* clean some bits of code in views, remove old code bits;
* add anchors to ease view inheritance to be able to customize views for
SMS mailings;
* ensure all views in mass mailing filter content on mail type (mailing
and traces being type mail only);
* rename some methods to be more updated with current guidelines, notably
main action methods;
LINKS
Task 1997464
PR #34424
Original SMS addition: Task 1922163 (4287481)
PURPOSE
Mass mailing is currently a bit messy. As SMS will be added as a way to notify
people in mass through SMS let us take this opportunity to somehow clean this
application: organization, light code cleaning, model renaming.
SPECIFICATIONS
Rename mail.mass_mailing model to mailing.mailing. Rationale :
* mailing is now a prefix for mass mailing models;
* mailing.mailing is easier to read / find / understand;
Note that mail.mass_mailing.campaign is not updated as it is likely to be
removed soon and replaced by simple utm.campaign model.
MIGRATION
mail.mass_mailing model -> mailing.mailing
mail_mass_mailing table -> mailing_mailing
LINKS
Task ID 2037906
Preparing task ID 1997464 (SMS addition in mass mailing)
PR #34938
Task #1907952
Purpose
=======
The number of generated leads/opportunities from the mass mailing on the stat button should count
both active and archived leads/opportunities.
The stat buttons on mass mailing added by sales and crm apps should appear on every selected 'model'
for the recipients (a mass mailing sent to 'leads' can generate sales).
Specs
=======
Opportunity stat button:
- double check that the number is based on both leads or opportunities, active or archived
Stat buttons Leads #, Quotations #, Invoice Amount should appear on the form all the time for showcase purposes
closesodoo/odoo#29568
Purpose: better showcase the integration between email marketing and crm
application thanks to UTM links.
Specifications
* add 2 stat buttons to the mass mailing form;
* XX Leads -> redirects to lead list view (should include both types: leads
& opportunities), only visible if Leads are activated in CRM settings;
* YY Opportunities -> redirects to opportunities list view (only
opportunities);
* those stats buttons are linked to UTM trackers used in the mass mailing
itself: campaign, source and medium. Those can be configured notably using
the website_link module;
* display the stat buttons even if no data;
* update demo data;
This commit is linked to task ID 1872198 and PR #26188.
Sébastien Mottet (oms)