Email Marketing
Kampanjer
Vad den är till för
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.
Vad paketet gör och inte gör
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.
Modeller
email_marketing_list
A mailing list contacts can belong to
Läsgrupp: email_marketing.user. Skrivgrupp: email_marketing.manager.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
name | text | none | nej | email_marketing.user | i klartext | List name, for example Newsletter |
description | longtext | none | nej | email_marketing.user | i klartext | What subscribers receive |
is_public | bool | none | nej | email_marketing.user | i klartext | Whether visitors can subscribe themselves |
email_marketing_contact
A person on a mailing list
Läsgrupp: email_marketing.user. Skrivgrupp: email_marketing.user.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
list_id | ref → email_marketing_list | none | nej | email_marketing.user | i klartext | The list the contact is on |
email | text | internal | ja | email_marketing.user | maskerad | Email address |
name | text | internal | ja | email_marketing.user | maskerad | Name of the contact |
consent_status | select (pending, opted_in, opted_out, bounced) | internal | ja | email_marketing.user | maskerad | Permission to mail: pending, opted_in, opted_out, bounced |
consent_date | date | internal | ja | email_marketing.user | maskerad | Day the contact gave or withdrew permission (YYYY-MM-DD) |
consent_source | text | internal | ja | email_marketing.user | maskerad | Where consent was collected, for example website signup form |
email_marketing_campaign
One mailing sent to a list
Läsgrupp: email_marketing.user. Skrivgrupp: email_marketing.user.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
name | text | none | nej | email_marketing.user | i klartext | Internal campaign name |
subject | text | none | nej | email_marketing.user | i klartext | Email subject line |
preview_text | text | none | nej | email_marketing.user | i klartext | Short text shown after the subject in inboxes |
from_name | text | none | nej | email_marketing.user | i klartext | Sender name shown to recipients |
from_email | text | none | nej | email_marketing.user | i klartext | Sender address shown to recipients |
list_id | ref → email_marketing_list | none | nej | email_marketing.user | i klartext | The list the campaign goes to |
body | longtext | none | nej | email_marketing.user | i klartext | Email content (HTML or Markdown, as the sender expects) |
scheduled_for | date | none | nej | email_marketing.user | i klartext | Day the campaign is to be sent (YYYY-MM-DD) |
sent_on | date | none | nej | email_marketing.user | i klartext | Day the campaign was sent (YYYY-MM-DD) |
sent_count | number | none | nej | email_marketing.user | i klartext | Emails handed to the mail server |
delivered_count | number | none | nej | email_marketing.user | i klartext | Emails accepted by recipients' servers |
opened_count | number | none | nej | email_marketing.user | i klartext | Recipients who opened the email |
clicked_count | number | none | nej | email_marketing.user | i klartext | Recipients who clicked a link |
bounced_count | number | none | nej | email_marketing.user | i klartext | Emails that bounced |
unsubscribed_count | number | none | nej | email_marketing.user | i klartext | Recipients who unsubscribed because of this campaign |
state | select (draft, scheduled, sent, cancelled) | none | nej | email_marketing.user | i klartext | Campaign status: draft, scheduled, sent, cancelled |
Arbetsflöden
email_marketing_campaign
| Åtgärd | Flyttar | Vem får köra den | Godkännande |
|---|---|---|---|
email_marketing_campaign.schedule | state: draft → scheduled | email_marketing.user | nej |
email_marketing_campaign.send | state: scheduled → sent | email_marketing.manager | ja |
email_marketing_campaign.send_now | state: draft → sent | email_marketing.manager | ja |
email_marketing_campaign.unschedule | state: scheduled → draft | email_marketing.user | nej |
email_marketing_campaign.cancel | state: scheduled → cancelled | email_marketing.user | nej |
Behörighetsgrupper
Grupper som den här appen använder:
email_marketing.manageremail_marketing.user
Steg som kräver godkännande
Steg som en agent bara kan föreslå:
email_marketing_campaign.sendemail_marketing_campaign.send_now
Vad agenter kan och inte kan göra
En agent kan läsa, söka, skapa och uppdatera poster i den här appen, och köra de åtgärder som inte kräver godkännande, inom behörighetsgrupperna för sin token.
Den kan bara föreslå de här stegen, och en person måste godkänna dem: email_marketing_campaign.send, email_marketing_campaign.send_now, email_marketing_list.delete, email_marketing_contact.delete, email_marketing_campaign.delete.
Personuppgifter maskeras som platshållare: email_marketing_contact.email, email_marketing_contact.name, email_marketing_contact.consent_status, email_marketing_contact.consent_date, email_marketing_contact.consent_source.
Beroenden
Inga.
Installera
Installera den från appen Customize (Marknadsplats), eller från kommandoraden:
obop modules install-from email_marketingKräver en databas och administratörsbehörighet.