Purpose of this task is to allow marketing people to differentiate the
mailing name (internal reference) from the subject used in the mailing
emails.
Mailing name is actually the UTM source name as mass mailing inherits
from it. Being able to edit it independently from the subject allows
to better categorize / filter mailings without sending technical terms
to customers. Marketing users could also change and tweak mailing subject
without disorganizing the pipe and changing the URM source name.
Demo data are updated accordingly to have both subject and mailing
names.
This commit is linked to task ID 1917602 and PR #29514.
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
It is not necessary to limitate UTM-based statistics based on the mailing model.
Indeed a mailing on contacts could for example generate leads and sales that
people could want to see the mailing view.
Commit linked to task ID 1889754.
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.
Christophe Simonis