[Vtigercrm-developers] email tracking and list enforcement

[Sergio A. Kessler]

Matthew, I think the email flag by campaign is rigth,
maybe the contactdetails.emailoptout could be used for 'never ever
email this guy'

btw, this is going in v5 ? or is is too late ?


/sak

On 5/23/06, Matthew Brichacek <mmbrich at fosslabs.com> wrote:
> Hello All,
>
> I'll be getting ready to drop the email tracking capabilities into 5.x
> soon and I would like peoples opinions on list management...
>
> In our current deployment we've created an abstracted list management
> system called the "Campaigns" module.. Imagine that :).  Within this
> module I track all lists by the parent_id and not by entity.  This is
> because some of our customers are large telemarketing organizations and
> wanted to be able to harvest lists from their leads DB and re-call them
> even if they had a previous do-not-call flag set from another campaign.
> There are other good reasons for list management too, I'll explain more
> bellow.
>
> I tied the list management into the custom views module, IE: if you
> create a custom view called "List 1" you will have a campaign created
> with a parent id == customviewid of List 1.  The parent is where the
> tracking begins at so that if the list is simply duplicated (say for
> another newsletter) then the unsub list is maintained.  If a new custom
> view is created, the parent_id is set to the new customviewid for the
> new campaign and the list unsubs are reset.
>
> I know that is confusing but it enforces list management and not at the
> entity level so it still allows for harvesting new lists from the db.
> Here is a simple scenario of how it works:
> 1) I create a custom view called "sales list" and click the "Add to
> Campaigns" checkbox and save it.
> 2) A new campaign with a subject of "Initial list creation" is created
> with a parent_id == cvid of "Sales List"
> 3) Set the campaign type == "Email" and the rest of the fields to
> whatever I want and save
> 4) New button appears in Campaign DetaiView for "Create/Edit Email" and
> "Bulk Mail".  I create an email and mail it.
>
> Now, suppose one of my customers unsubs from this list.  He won't ever
> be emailed from the "Sales List" or any of the children campaigns that
> are created from it.  However, if I go create a "Newsletter List" custom
> view and add it to the campaigns that customer _will_ be mailed again.
> Using the regular contactdetails.emailoptout would have stopped that
> customer from getting the newsletter list and is another good reason for
> list management instead of entity management for campaigns.
>
> So, what do you think?  Far too complicated?  Would you like to see a
> stricter set of unsub management rules?  Or do you think this mix is
> just right?
>
> If you need further explanation just say so.
>
> Matt
>
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