This commit adds user feedback in the form of a message logged on the related
document (mailing.mailing) when testing a mailing/sms.
Before this change, when sending an email to your own mailbox for testing
purpose, or when sending an SMS to your phone, you did not get any interface
feedback on whether it worked or not.
Now, a logged message will show if it's successful and if not, explain why it
failed with a short error message (no IAP credits / misconfigured outgoing mail
server / ...).
In addition, email and phone inputs are now split on the '\n' character instead
of a coma, which allows easier validation of the email addresses.
Task-2375526
closesodoo/odoo#63421
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Like the mass_mailing app we want to raise an error in case there is a syntax
error with jinja when we test the mailing and if there is at least one record
in the mailing model.
PR odoo/odoo#55696
Task ID-2312442
X-original-commit: 7370d573ae91cf442d045aec2b49332061f6c0ee
Using a few regex like
\((_\(.*%s.*)(\) % )([\w\[\]][\w .\[\]\(\)'"]*)\)
($1, $3))
Old syntax is still compatible but starts the migration to the new
syntax that catches error.
PURPOSE
Move links shortening tools on mail.render.mixin to have rendering and
post procesing tools available on that mixin.
SPECIFICATIONS
Move html and text links shortening methods on mail.render.mixin class.
That way rendering and post processing is done in that mixin instead of
being specific to link.tracker model. Indeed those methods are tools and
not really business related methods.
Future commits will improve the way mail and sms composer use the render
mixin. This commit is therefore both a cleaning and preparing commit.
LINKS
Task ID 1963529
Community PR odoo/odoo#32397
- In the sms marketing, the sms_allow_unsubscribe is now False by default
and move the field in the setting page.
- Improve the unsubscribe link for the sms : adding "\nSTOP SMS : "
message before the link.
TASK_ID : 2075733
PURPOSE
Sending SMS is sometimes required as an immediate marketing tool.
Using delayed crons is not always the best user choice. Implement a
Send Now mechanism in batch SMS.
SPECIFICATIONS
Allow to send directly SMS when doing SMS marketing
SMS Application
* in sms composer, in mass mode: rename Send SMS to Put in queue and
add a Send Now button by-passing the queue;
* set Put in queue as primary, Send Now as secondary;
SMS Marketing Application
* in mailing view for SMS: rename Send SMS to Put in queue and
add a Send Now button by-passing the queue;
* set Put in queue as primary, Send Now as secondary;
Tests of SMS marketing with 400 contacts to SMS indicates it takes about
10 seconds to be completed which is considered as ok.
LINKS
Task 2076366 (send now)
Task 2067873 (template access)
PR #37298
PR odoo/enterprise#5750
Specifications
* sms, in the form view of sms composer : the count of all record doesn't
match the reality in a multi-company environment. The search_count was
done is sudo, then records of other company was taken in account in the
count. Fix by explicitly setting fields as computer_sudo=False;
* mass_mailing, in the kanban view of mail marketing : A warning ribbon
("insufficient credit") appeared on the kanban item of mass mailing, but
the message was for sms marketing views only. Change the attributes to be
invisible for mail marketing;
* mass_mailing, in the form view of mail mailing : Weird default domain
filter ([0 = 1]) was display instead of an empty domain filter;
* mass_mailing_sms, in the test sms wizard, remove a duplicate error message :
When the number format was wrong a duplicate error message pop up. Fix by
simplify the model and remove useless computed fields.
* mass_mailing_sms, in the test sms wizard, rename the label "Number" to
"Number(s)" to show that it can multiples ones.
Task ID 2073016 (sms fixes)
PR #37185
- 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)
Aurélien Warnon