<h1 class="title">Dynamic Mass Mailing Lists</h1> <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" 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 image-reference" href="https://github.com/OCA/social/tree/15.0/mass_mailing_list_dynamic"><img alt="OCA/social" src="https://img.shields.io/badge/github-OCA%2Fsocial-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/social-15-0/social-15-0-mass_mailing_list_dynamic"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/205/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>Without this addon you have to choose between providing a dynamic domain and letting your mass mailings reach all partners that match it.</p> <p>This addon allows you to create dynamic mailing lists, so you can now benefit from both things.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To create a dynamic mailing list, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Email Marketing</em> &gt; Configuration &gt; Settings</li> <li>Check Mass Mailing Campaigns.</li> <li>Go to <em>Email Marketing</em> &gt; Mailing List &gt; Mailing List</li> <li>Check the <em>Dynamic</em> box.</li> <li>Choose a <em>Sync method</em>:<ul> <li>Leave empty to use as a manual mailing list, the normal behavior.</li> <li><em>Only add new records</em> to make sure no records disappear from the list when partners stop matching the <em>Synchronization critera</em>.</li> <li><em>Add and remove records as needed</em> to make the list be fully synchronized with the <em>Synchronization critera</em>, even if that means removing contacts from it.</li> </ul> </li> <li>Define a <em>Synchronization criteria</em> that will be used to match the partners that should go into the list as contacts. Only partners with emails will be selected.</li> </ol> <p>You can also load an existing filter over contacts:</p> <ol class="arabic simple"> <li>Click on &quot;Load filter&quot; button below criteria.</li> <li>Select one of the existing filters.</li> <li>Click on &quot;Load filter&quot; and you will have that filter as criteria.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Email Marketing &gt; Mailings</em>, and create one.</li> <li>Select as recipients a mailing list.</li> <li>On &quot;Select mailing lists:&quot;, choose one mailing list with dynamic flag checked.</li> <li>Before sending the mass mailing, the list will be synced for having latest changes.</li> </ol> <p>When you hit the <em>Sync now</em> button or send a mass mailing to this list, its contacts will be automatically updated.</p> <p>Pay attention to the messages shown to you that tell you about some non-obvious behaviour you could experience if you edit manually contacts from a dynamic list.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/social/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/social/issues/new?body=module:%20mass_mailing_list_dynamic%0Aversion:%2015.0%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="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Jairo Llopis</li> <li>Pedro M. Baeza</li> <li>David Vidal</li> <li>Victor M.M. Torres</li> <li>Víctor Martínez</li> </ul> </li> <li><a class="reference external" href="https://hibou.io">Hibou Corp.</a>:<ul> <li>Jared Kipe &lt;<a class="reference external" href="mailto:jared&#64;hibou.io">jared&#64;hibou.io</a>&gt;</li> </ul> </li> <li><a class="reference external" href="https://www.dynapps.be">Dynapps N.V.</a>:<ul> <li>Xander De Jaegere</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">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>This module is part of the <a class="reference external" href="https://github.com/OCA/social/tree/15.0/mass_mailing_list_dynamic">OCA/social</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>