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  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
  2. :target: https://www.gnu.org/licenses/agpl
  3. :alt: License: AGPL-3
  4. ==========================
  5. Dynamic Mass Mailing Lists
  6. ==========================
  7. Without this addon you have to choose between providing a dynamic domain and
  8. letting your mass mailings reach all partners that match it, or being able to
  9. unsubscribe to certain mailing lists while still being subscribed to others.
  10. This addon allows you to create dynamic mailing lists, so you can now benefit
  11. from both things.
  12. Configuration
  13. =============
  14. To create a dynamic mailing list, you need to:
  15. #. Go to *Mass Mailing > Mailings > Mailing Lists* and create one.
  16. #. Check the *Dynamic* box.
  17. #. Choose a *Sync method*:
  18. - Leave empty to use as a manual mailing list, the normal behavior.
  19. - *Only add new records* to make sure no records disappear from the list
  20. when partners stop matching the *Synchronization critera*.
  21. - *Add and remove records as needed* to make the list be fully synchronized
  22. with the *Synchronization critera*, even if that means removing contacts
  23. from it.
  24. #. Define a *Synchronization criteria* that will be used to match the partners
  25. that should go into the list as contacts. Only partners with emails will
  26. be selected.
  27. You can also load an existing filter over contacts:
  28. #. Click on "Load filter" button below criteria.
  29. #. Select one of the existing filters.
  30. #. Click on "Load filter" and you will have that filter as criteria.
  31. Usage
  32. =====
  33. #. Go to *Mass Mailing > Mailings > Mass Mailings*, and create one.
  34. #. Select as recipients a mailing list.
  35. #. On "Select mailing lists:", choose one mailing list with dynamic flag
  36. checked.
  37. #. Before sending the mass mailing, the list will be synced for having latest
  38. changes.
  39. When you hit the *Sync now* button or send a mass mailing to this list, its
  40. contacts will be automatically updated.
  41. Pay attention to the messages shown to you that tell you about some non-obvious
  42. behaviour you could experience if you edit manually contacts from a dynamic
  43. list.
  44. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  45. :alt: Try me on Runbot
  46. :target: https://runbot.odoo-community.org/runbot/205/10.0
  47. Known issues / Roadmap
  48. ======================
  49. * Tests affected by https://github.com/odoo/odoo/issues/20603. Do not run them
  50. in stateful databases.
  51. Bug Tracker
  52. ===========
  53. Bugs are tracked on `GitHub Issues
  54. <https://github.com/OCA/social/issues>`_. In case of trouble, please
  55. check there if your issue has already been reported. If you spotted it first,
  56. help us smash it by providing detailed and welcomed feedback.
  57. Credits
  58. =======
  59. Images
  60. ------
  61. * Odoo.
  62. * FontAwesome (http://fontawesome.io).
  63. Contributors
  64. ------------
  65. * `Tecnativa <https://www.tecnativa.com>`_:
  66. * Jairo Llopis <jairo.llopis@tecnativa.com>
  67. * Pedro M. Baeza <pedro.baeza@tecnativa.com>
  68. * David Vidal <david.vidal@tecnativa.com>
  69. Do not contact contributors directly about support or help with technical issues.
  70. Maintainer
  71. ----------
  72. .. image:: https://odoo-community.org/logo.png
  73. :alt: Odoo Community Association
  74. :target: https://odoo-community.org
  75. This module is maintained by the OCA.
  76. OCA, or the Odoo Community Association, is a nonprofit organization whose
  77. mission is to support the collaborative development of Odoo features and
  78. promote its widespread use.
  79. To contribute to this module, please visit https://odoo-community.org.