Difference between revisions of "Module EMailing"

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= Introduction =
 
= Introduction =
Mass E-Mailing features are available from menus (if [[Module EMailing]] has been activated).
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This module permits to send mass emailing to your customers, suppliers, prospects, contacts, members, or users.
Menu link can be found in top menu with menu manage "''Rodolphe''" or in menu "''Tools''" with default menu manager "''Eldy''".
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= Installation =
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{{NoInstallModuleEn}}
  
- The process to create an emailing with a title, a topic and an email sender.
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= Setup =
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{{ActivationModuleEn}}
  
- Then you choose the targets, among predefined dynamic lists from your Dolibarr data or from external files.
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Check also that Dolibarr setup to send mails is ok: [[Setup EMails]]
  
- You can enhance this lists (by removing or adding targets for example).
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= Usage =
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Mass E-Mailing features are available from menus (if [[Module EMailing]] has been activated).
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Menu link can be found in menu "''Tools''" with default menu manager "''Eldy''".
  
- The user responsible to validate emailing checks content and recipients. He can do a test to its own e-mail address to see the result inside an email software.
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== Life cycle / Business rules ==
If results looks good, he set the status of e-mailing to ''validated''.
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The full process is this one:
  
- The mass e-mail sending is done from command line with command shown on screen (See [[Script mailing-send.php]]). Only an emailing with status Validated can be sent by the script.
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- You create an emailing with a title, a topic and an email sender (For this, click on menu "Tools - EMailings - New emailing", input the content of the email with substitue variables and click on "Create emailing" button. The other solution is to go on an existing emailing and click "Clone").
See page [[Script mailing-send.php]] for more information on how to launch it from command line.
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- Then you choose the targets, among predefined dynamic lists from your Dolibarr data or from external files (For this, go on tab "Recipients" and click on button "Add" for predefined lists you want).
  
- The global status for e-mailing and send result for each recipient is updated by this script.
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- You can modify this list, by removing targets for example.
  
= Installation =
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- The user responsible to validate emailing checks content and recipients. He can do a test to its own e-mail address to see the result inside its email software.
{{NoInstallModuleEn}}
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If results looks good, he set the status of e-mailing to ''validated'' (For this, click on button "Validate").
  
= Setup =
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- The mass e-mail sending is done then from screen or command line with script [[Script mailing-send.php]]. Only an emailing with status Validated can be sent by the script.
{{ActivationModuleEn}}
 
  
= Life cycle / Business rules =
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See page [[Script mailing-send.php]] for more information on how to launch it from command line.
To complete
 
  
= Example of use cases =
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- The global status for e-mailing and send result for each recipient will be updated and visible.
To complete
 

Latest revision as of 14:21, 23 July 2019


Mailing
Numero/ID of module 22
User doc. of module This page
Developer doc. of module Module EMailing (developer)

Introduction

This module permits to send mass emailing to your customers, suppliers, prospects, contacts, members, or users.

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Setup

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If an icon appears at end of the line for the module, click on it to access the setup page specific to the module.

Check also that Dolibarr setup to send mails is ok: Setup EMails

Usage

Mass E-Mailing features are available from menus (if Module EMailing has been activated). Menu link can be found in menu "Tools" with default menu manager "Eldy".

Life cycle / Business rules

The full process is this one:

- You create an emailing with a title, a topic and an email sender (For this, click on menu "Tools - EMailings - New emailing", input the content of the email with substitue variables and click on "Create emailing" button. The other solution is to go on an existing emailing and click "Clone").

- Then you choose the targets, among predefined dynamic lists from your Dolibarr data or from external files (For this, go on tab "Recipients" and click on button "Add" for predefined lists you want).

- You can modify this list, by removing targets for example.

- The user responsible to validate emailing checks content and recipients. He can do a test to its own e-mail address to see the result inside its email software. If results looks good, he set the status of e-mailing to validated (For this, click on button "Validate").

- The mass e-mail sending is done then from screen or command line with script Script mailing-send.php. Only an emailing with status Validated can be sent by the script.

See page Script mailing-send.php for more information on how to launch it from command line.

- The global status for e-mailing and send result for each recipient will be updated and visible.