<h1 class="title">Website, event and CRM integration</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/event/tree/13.0/website_event_crm"><img alt="OCA/event" src="https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/event-13-0/event-13-0-website_event_crm"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/199/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module extends the functionality of website events and CRM to support inviting customers to register to events of the selected category and to allow you to have less administrative work to do, mostly if they register by themselves.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#installation" id="id1">Installation</a></li> <li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id3">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="installation"></a> <h2><a class="toc-backref" href="#id1">Installation</a></h2> <p>To install this module, you need to:</p> <ol class="arabic simple"> <li>Install crm_event from <a class="reference external" href="https://github.com/OCA/event">https://github.com/OCA/event</a></li> </ol> <a name="configuration"></a> <h2><a class="toc-backref" href="#id2">Configuration</a></h2> <p>This module allows you to configure opportunity stages to enable some automations.</p> <p>To advance automatically to the next stage when the opportunity is invited to view an event category on the website:</p> <ol class="arabic simple"> <li>Go to <em>CRM &gt; Sales &gt; My pipeline</em>.</li> <li>Hover over one stage name and click on its cogs icon.</li> <li>Choose <em>Edit Stage</em>.</li> <li>Enable <em>Invite automatically to website event category</em> if you want that opportunities in that stage, which are related to an event category, get periodically checked to see if there's a new event published in your website, belonging to that category, and, if so, invited to check it out.</li> <li>Enable <em>Advance stage automatically when inviting to website event category</em> if you want that, when one of the opportunities in that stage is invited to check out events published on your website, it advances automatically to the next stage.</li> </ol> <p>Important: If you don't want to invite automatically on loop, make sure to enable both options if you enable the 1st one, and make sure the next stage is not enabled to autonotify.</p> <p>To configure the frequency of automated notifications:</p> <ol class="arabic simple"> <li>Go to <em>Settings &gt; Technical &gt; Automation &gt; Scheduled Actions &gt; Notify all opportunities related to event categories</em>.</li> <li>Edit <em>Execute Every</em>.</li> </ol> <p>Important: That only schedules mails, but they will be sent later when the <em>Mail: Email Queue Manager</em> automated action is triggered. You can configure it the same way.</p> <a name="usage"></a> <h2><a class="toc-backref" href="#id3">Usage</a></h2> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>Go to <em>CRM &gt; Sales &gt; My pipeline</em> and create one opportunity.</li> <li>Assign an event type and a customer to it. The event type must:<ul> <li>Have at least one published event.</li> <li>With available seats.</li> <li>Which is upcoming.</li> </ul> </li> <li>Click on <em>Invite to website</em>. You will see a wizard to send an email to the customer, inviting him/her to visit your website and register to an event.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/event/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/event/issues/new?body=module:%20website_event_crm%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li>Jairo Llopis &lt;<a class="reference external" href="mailto:jairo.llopis&#64;tecnativa.com">jairo.llopis&#64;tecnativa.com</a>&gt; (<a class="reference external" href="https://www.tecnativa.com/">https://www.tecnativa.com/</a>)</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/Yajo"><img alt="Yajo" src="https://github.com/Yajo.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/event/tree/13.0/website_event_crm">OCA/event</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>