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Odoo Community Association

Mass Mailing Partner Import

Beta License: AGPL-3 sygel-technology/sy-mass-mailing

This module extends Odoo’s Email Marketing functionality to facilitate the integration of partners (res.partner) with mailing contacts and mailing lists.

It is based on the OCA modules mass_mailing_partner and mass_mailing_list_dynamic, adapting and combining their functionality to support partner imports, mailing list management, and partner merging.

Table of contents

Usage

Add partners to mailing lists

  1. Go to Contacts.

  2. Select one or more partners from the list view.

  3. Use the Action menu to open the wizard for adding partners to mailing lists.

  4. Select one or more mailing lists.

  5. Confirm the operation.

Mailing contacts are created automatically if they do not already exist. Existing mailing contacts are reused, and only missing mailing list subscriptions are added.

Partners must have an email address to be added to mailing lists.

Import partners using a domain

  1. Go to Email Marketing > Mailing Lists.

  2. Open a mailing list and access the contact import wizard.

  3. Select Partners as the import type.

  4. Configure the domain to filter the partners to import.

  5. Confirm the import.

The module creates or reuses mailing contacts for the matching partners and adds them to the selected mailing lists.

The standard email import functionality remains available by selecting the email import type.

Merge partners

When merging partners that have linked mailing contacts, the module automatically consolidates their mailing list subscriptions into a single mailing contact associated with the destination partner.

Existing mailing list associations and opt-out preferences are preserved.

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

  • Sygel

Contributors

  • Sygel:

    • Ángel Rivas

    • Valentín Vinagre

    • Harald Panten

Maintainers

This module is part of the sygel-technology/sy-mass-mailing project on GitHub.

You are welcome to contribute.

Metadata

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