Email Marketing
Kampanie
Do czego służy
Keep mailing lists with each contact's consent status and date, and prepare campaigns. Sending reaches real people and cannot be undone, so it always needs a human approval.
Co pakiet robi, a czego nie robi
Mailing lists, the contacts on them with their consent status and date, and campaigns with a draft, scheduled, sent flow. Sending is irreversible and reaches real people, so it needs a human approval from a manager; agents may only propose it. Campaign statistics are numbers entered or imported, not computed. Contacts are personal data: keep consent_status and consent_date accurate and never mail a contact that is not opted_in.
Modele
email_marketing_list
A mailing list contacts can belong to
Grupa odczytu: email_marketing.user. Grupa zapisu: email_marketing.manager.
| Pole | Rodzaj | Klasa danych | Dane osobowe | Grupa | Agenci widzą | Opis |
|---|---|---|---|---|---|---|
name | text | none | nie | email_marketing.user | jawnie | List name, for example Newsletter |
description | longtext | none | nie | email_marketing.user | jawnie | What subscribers receive |
is_public | bool | none | nie | email_marketing.user | jawnie | Whether visitors can subscribe themselves |
email_marketing_contact
A person on a mailing list
Grupa odczytu: email_marketing.user. Grupa zapisu: email_marketing.user.
| Pole | Rodzaj | Klasa danych | Dane osobowe | Grupa | Agenci widzą | Opis |
|---|---|---|---|---|---|---|
list_id | ref → email_marketing_list | none | nie | email_marketing.user | jawnie | The list the contact is on |
email | text | internal | tak | email_marketing.user | zamaskowane | Email address |
name | text | internal | tak | email_marketing.user | zamaskowane | Name of the contact |
consent_status | select (pending, opted_in, opted_out, bounced) | internal | tak | email_marketing.user | zamaskowane | Permission to mail: pending, opted_in, opted_out, bounced |
consent_date | date | internal | tak | email_marketing.user | zamaskowane | Day the contact gave or withdrew permission (YYYY-MM-DD) |
consent_source | text | internal | tak | email_marketing.user | zamaskowane | Where consent was collected, for example website signup form |
email_marketing_campaign
One mailing sent to a list
Grupa odczytu: email_marketing.user. Grupa zapisu: email_marketing.user.
| Pole | Rodzaj | Klasa danych | Dane osobowe | Grupa | Agenci widzą | Opis |
|---|---|---|---|---|---|---|
name | text | none | nie | email_marketing.user | jawnie | Internal campaign name |
subject | text | none | nie | email_marketing.user | jawnie | Email subject line |
preview_text | text | none | nie | email_marketing.user | jawnie | Short text shown after the subject in inboxes |
from_name | text | none | nie | email_marketing.user | jawnie | Sender name shown to recipients |
from_email | text | none | nie | email_marketing.user | jawnie | Sender address shown to recipients |
list_id | ref → email_marketing_list | none | nie | email_marketing.user | jawnie | The list the campaign goes to |
body | longtext | none | nie | email_marketing.user | jawnie | Email content (HTML or Markdown, as the sender expects) |
scheduled_for | date | none | nie | email_marketing.user | jawnie | Day the campaign is to be sent (YYYY-MM-DD) |
sent_on | date | none | nie | email_marketing.user | jawnie | Day the campaign was sent (YYYY-MM-DD) |
sent_count | number | none | nie | email_marketing.user | jawnie | Emails handed to the mail server |
delivered_count | number | none | nie | email_marketing.user | jawnie | Emails accepted by recipients' servers |
opened_count | number | none | nie | email_marketing.user | jawnie | Recipients who opened the email |
clicked_count | number | none | nie | email_marketing.user | jawnie | Recipients who clicked a link |
bounced_count | number | none | nie | email_marketing.user | jawnie | Emails that bounced |
unsubscribed_count | number | none | nie | email_marketing.user | jawnie | Recipients who unsubscribed because of this campaign |
state | select (draft, scheduled, sent, cancelled) | none | nie | email_marketing.user | jawnie | Campaign status: draft, scheduled, sent, cancelled |
Przepływy pracy
email_marketing_campaign
| Akcja | Przenosi | Kto może uruchomić | Zatwierdzenie |
|---|---|---|---|
email_marketing_campaign.schedule | state: draft → scheduled | email_marketing.user | nie |
email_marketing_campaign.send | state: scheduled → sent | email_marketing.manager | tak |
email_marketing_campaign.send_now | state: draft → sent | email_marketing.manager | tak |
email_marketing_campaign.unschedule | state: scheduled → draft | email_marketing.user | nie |
email_marketing_campaign.cancel | state: scheduled → cancelled | email_marketing.user | nie |
Grupy uprawnień
Grupy używane przez tę aplikację:
email_marketing.manageremail_marketing.user
Kroki zatwierdzania
Kroki, które agent może tylko zaproponować:
email_marketing_campaign.sendemail_marketing_campaign.send_now
Co agenci mogą, a czego nie mogą
Agent może odczytywać, wyszukiwać, tworzyć i aktualizować rekordy tej aplikacji oraz uruchamiać akcje niewymagające zatwierdzenia, w ramach grup uprawnień swojego tokenu.
Te kroki może tylko zaproponować, a człowiek musi je zatwierdzić: email_marketing_campaign.send, email_marketing_campaign.send_now, email_marketing_list.delete, email_marketing_contact.delete, email_marketing_campaign.delete.
Dane osobowe są maskowane jako tokeny zastępcze: email_marketing_contact.email, email_marketing_contact.name, email_marketing_contact.consent_status, email_marketing_contact.consent_date, email_marketing_contact.consent_source.
Zależności
Brak.
Instalacja
Zainstaluj ją w aplikacji Customize (Marketplace) lub z wiersza poleceń:
obop modules install-from email_marketingWymaga bazy danych i uprawnień administratora.
Zbuduj własną
Przewodnik po modułach pokazuje, jak pisze się takie aplikacje