[Vtigercrm-developers] email tracking and list enforcement

[Matthew Brichacek]

I'm not real sure what Richies plan is moving forward, he wrote me this
AM and asked me to put the email tracking stuff in but I declined
because we are still in feature freeze and because I wanted opinions on
list management (not to mention I am still busy with webmails stuff).

So IOW, I dunno, if I get the thumbs up to add it to v5 then I will,
otherwise I will wait until the next window opens up and do what I can
to merge it in then.

As far as list management, we're on the same page, currently if the user
clicks on the "Unsubscribe from all campaigns" link in the unsub page
they will have the contactdetails.emailoptout flag set and never be
emailed again from vtiger.


Matt

On Tue, 2006-05-23 at 16:23 -0300, Sergio A. Kessler wrote:
> 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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