[Vtigercrm-developers] email tracking and list enforcement

[Sergio A. Kessler]

I'm afraid that if you let pass this windows (as you say, richie
opened you a windows) while you are with this thing with the hot
hands, in the future things could cold and maybe you decide that's not
worth the effort...

+1

/sak

On 5/23/06, Matthew Brichacek <mmbrich at fosslabs.com> wrote:
> 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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