[Vtigercrm-developers] email tracking and list enforcement

[Matthew Brichacek]

This is true, I've been known to change my mind before :) .. but this is
something I really want to get moved into 5.x for my own benefit as well
(because all you hackers are going to make it better than I ever
imagined right?), on the other hand though I will surely introduce some
bugs with this feature and that's not what feature freezes are for ;).

Anyways, if there is enough agreement in how list management should be
done I'm willing to merge it in now if Richie still allows.  I am still
not sure how to tackle the list management though, I want to improve on
how I did it for 4.x but haven't come up with any ideas on just how to
do that yet.

Matt

On Tue, 2006-05-23 at 18:02 -0300, Sergio A. Kessler wrote:
> 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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