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OCA Membership Groups (custom)

Project description

Odoo Community Association

OCA Membership Groups (custom)

Alpha License: AGPL-3 OCA/oca-custom Translate me on Weblate Try me on Runboat

This module manages the mailing lists inside the OCA. It relies on the native Odoo model Mailing Group mail.group.

Main features

This module allows:

  • to distinguish Working Groups from other Mail Groups, so they are published on the website on members’ page

  • to keep up-to-date the Mail Groups compared to Members roles in the association (like Members and Delegate mailing list)

  • removes the expired members with a grace period

  • retain the wish of the members who unsubscribed, to prevent spamming them by re-adding them to the mailing lists

Notes

  • Any Mailing Group member, being a portal or internal Odoo users, may subscribe or unsubscribed from /groups controller

  • The Board Members mailing list is managed manually (not automatized)

  • The Contributor mailing list too, and is public

Table of contents

Usage

Set up synchronization between Mail Groups and Member Categories

On Member’s form:

  • On Member Categories change, the Mail Groups are updated

  • To view it: open the Mail Groups smart button

  • If needed, filter with Unsubscribed (archived) or In grace period

Disable a grace period

If a member is in a Grace Period but you want to keep he/her on a Mail Group:

  • Browse to “Members / Groups” and click on the “Members” smart button

  • Filter on In grace period

  • Manually set Grace date end to a far date in the future. It will not be overriden by the automated mechanism.

Send Email Marketting (Mass Mailing) based on Member Categories

  • Browse to “Email Marketing / [+ New]”

  • Recipients: select “Contact”

  • In the Mail Body, replace the Unsubscribe link with this one: https://odoo-community.org/groups

A default domain helps filtering on all active members. You may save this domain as favorite filter, and / or modify it.

Changelog

This module replaces oca_custom in v18.0.

The partner Tags are not related anymore to any process related to membership of mailing list:

  • the almost-native Membership Categories informs about a member’s role in the association (Member, Delegate, Board member)

  • the Mailing Groups for Members, Delegate, Board member are kept up-to-date by this module’s code (with no CRON except the daily one to manage grace period)

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Akretion

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/oca-custom project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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