OpenERP Mass Mail Module ( zb_mass_mail )

      ‘Mass Mail’ is an OpenERP module developed by Zesty Beanz, which addresses the email marketing concerns in a business. The module allows users to flexibly handle  mass emailing. The major features of the module are as follows

 

  1. Receipinets can be managed as different groups

  2. User can schedule the delivery of emails, so that OpenERP will carry out the mailing automatically on time

  3. E-mail templates with subject and html body, which can be used as well as re used in different groups and contexts.In short data and recepinets are kept separately and can be mixed as desired.

  4. E-mail addresses can be imported into ‘groups’ from an excel sheet using a wizard

  5. The import function eliminates duplicate email ids that could be present in the sheet

  6. Prevents accidental and un-intentional repeating of emails to the same user from the system

  7. Receipients can un suscribe from the group.

  8. Details of unsuscribed users is viewed separately for the ease of market analysis

Mail Templates

Mass Mailing > Mass Mail Templates

 

A Mass Mail Template is a predefined Entry with ‘Subject’ and ‘Message'(body) of an email, which can be used repeatedly in many occasions, during a mass mail campaigning.

 

Email Groups

Mass Mailing > Mail Groups

   

     Mail Gruop consists of Members and Sequence . Members are selected partners with e-mail ids or just some email ids. We can include as many members as we wish, in a group. The members will receive emails as defined in the sequence part. There is a wizard at the botom of the ‘member’ tab -‘Import Email Addreses’, which can be used to import large number of email ids from a spread sheet. The import function will eliminate duplicates from the sheet automatically.

 

 

       Sequence is a list of Mail Templates. Every entry in this section has a ‘TYPE‘, ‘TEMPLATE‘ and ‘NEXT CALL‘. The order of execution (Mail sending) is based on the next call date. On the given date openerp will automatically send emails to the members of the group with the help of a scheduler. The content of the mail will be as writen in the template. Mailing depends on values of two more fileds. The “NOT INTRESTED” field in members and “TYPE” in sequence. Type has two values – “Prospect Interested” and “Prospect Not Interestd”.

  • If the value of the field “NOT INTRESTED” is true for a member and the value of “TYPE” is “Prospect Not Interested” for a sequence, that particular partners will receive an email meant for not interested customers.

  • If the value of the field “NOT INTRESTED” is false for a member and the value of “TYPE” is “Prospect Interested” for a sequence, that particular partners will receive an email meant for interested customers.

 

Managing Subscription

      If a member wishes to stop receiving e-mails from the system, he can accomplish it by following the ‘un subscribe’ link provided at the bottom of emails. Here, a mail will be sent to an email id used specifically for the purpose of managing subscriptions. OpenERP will fetch incomimng emails from that particular email account and check the sender (from address). If the sender is present in any of the groups, he will be marked as “NOT INTRESTED” automatically. All ‘Un suscribed’ members in a group are ‘not interested’, but not vice versa. The menu “Mass Mailing > Unsuscribed Users” lists the Un suscribed users.

 

Mass Mail Scheduler

Administration > Configuration > Scheduler > Scheduled Actions > Mass Mail Scheduler

The scheduler checks the mail sequence every day at a predefined time. If it finds a “call date” on that particular day, mails will be sent to the members based on conditions.

Email Servers

Administration > Configuration > Email Servers > SMTP Server

The OpenERP module ‘smtpclient‘ is used for sending emails. We must create and configure a new server of Type : Mass Mail.

Sales > Configuration > Emails > Email Server

The module ‘fetchmail‘ is used for receiving emails. This is for the purpose of getting unsubscription details of members. Create and configure a new instaance

Message Queue

Administration > Configuration > Email Servers > Message Queue

We may track the status and history of emails here.

Comments

vishnu: hi hyatto, i am attaching the module along with this blog.. ".

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  1. hyatto says:

    Thank you for the article, just i remind you to add a link where we can get this nice tool.

    1. vishnu says:

      hi hyatto, i am attaching the module along with this blog..

      1. enlightx says:

        why don’t you use apps.openerp.com?

      2. jeffsmith says:

        This is great article thanks for this wonderful and informative stuff. 

    2. Tuan says:

      Hi,
      Thanks for your article. I try to install module but it returned error:”No module named xlrd”
      I searched and cannot found any module like this.
      I’m using OpenERP 6.0.3 . Any solution for this error ?

  2. alex says:

    Hi Vishnu,
    I am testing in your module which can fit my needs. I have two questions :
    * I cannot see the “unsubscribe” link in the received mails. How can I correct that ?
    * Is there a way to attach files in a template (in order to received it with the mail)?
    Thanks for your help.

    1. vishnu says:

      * Normally Unsuscribe has to be managed with the help of another application. One of the options is a php page linked with  another database(MySql).The unsuscrie requests can be stored in the second databse. Later openerp can check this database for requests and update the details in ERP databse. A synchronization between that mysql and postgress databse. It can be achieved with the help of xml-rpc

      *I suggest you to place the attachment as a link in your html page. Anyway you have to upolad the file in your server.Then add a link in your HTML document like this:

      <a href="http://doc.openerp.com/v6.0/_images/MVCDiagram.png"&gt;
      Click here for Application
      </a>

  3. sampak says:

    I really like your way of expressing the opinions and sharing the information. It is good to move as chance bring new things in life, paves the way for advancement, etc. 

  4. nike121 says:

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    1. behnzim barosh says:

      great so far best thing is developed by Zesty Beanz, which addresses the email marketing any way great article written 

    2. behnzim barosh says:

      Great to know about that partners with e-mail ids or just some email ids so far best written article

  5. Anonymous says:

    Nice to very useful info for me.Because i’m new in blogging and i’m need good tutorial like your post.

  6. Anonymous says:

    I’m newby for mass mailing in OpenERP.
    Untill now, I’m using “Phplist”. I have a html template on it. How to use the some template in OpenERP email template?
    Also, May you show me, step by step, how to send an mass mail to members? I’m confused, because of compaign functionnalities?

    1. vishnu says:

      Once the mass mail module is installed, you will get the menu  "“Mass Mailing > Mass Mail Templates” . Create a new record. Here you can paste the html code and later choose the record as your template.

  7. latest gadgets reviews says:

    when the next update will come out? Don't forget, software has to be up-to-date all the time, or ppl wont use it anymore.

  8. Anonymous says:

    Sorry for the stupid question but I am novice for Python and OpenERP.
    How can xlrd and xlutils be installed on Windows. OpenERP is installed with all-in-one installer. There is no python installation on the server. I see only python25.dll in /OpenERP6.01/Server directory.

  9. Stay At Home says:

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  10. Mira says:

    Hi Vishnu,
    I just installed your module and it’s great but I don’t seem to manage to use the “Import Email addresses” function from Members tab. No matter what I use I get an error and the most frustrating part is that it doesn’t show me the error it just appears a message letting me know that there’s an error. Please let me know if this is a bug or I’m doing something wrong.

  11. netvienna says:

    Hello, I tried to install, but it says mail_gateway is necessary, but I cannot find this for 6.1 ?
    Any hint
    Br
    Oliver

  12. Nellie says:

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  13. B'ert says:

    Does this work togeter with openERP 7?
    Thank you!

  14. Shreyas Brahma says:

    where i download depends for this module i am using OpenERP 7

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